Nvidia, every mention
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every year anyone Harry Stebbings 522Jason Lemkin 91Rory O'Driscoll 79Steeve Morin 44Andrew Feldman 37Jonathan Ross 28Cliff Weitzman 26Eiso Kant 12David Cahn 12Anjney Midha 11
Verbatim, from the transcripts: the passages where Nvidia comes up
Alex Wang: Why Data Not Compute is the Bottleneck to Foundation Model Performance | E1164 · 20VC with Harry Stebbings
- ▶ 1:45 Alex Wang You know, since, since when ChatGPT came out, you know, you can look at the graph of NVIDIA's revenue, it just inflects. 4 times in the scene
- ▶ 15:53 Alex Wang And I think, you know, kind of taking a, a broader step back, I think that, um, a lot of AI progress at this point is fundamentally more data bottlenecked, such that I think that, like, if we were able to produce compute and data in…
- ▶ 26:30 Alex Wang So for the infrastructure, I mean, Nvidia is the biggest company built on AI today. 4 times in the scene
- ▶ 44:16 Harry Stebbings So do you agree with me in saying that you'll see all of the smaller players acquired by the large cloud providers, your Google, your Amazon, your Nvidia, you name your large incumbents, but especially the large cloud providers and have…
Reid Hoffman: The Future of TikTok and The Inflection AI Deal | E1163 · 20VC with Harry Stebbings
- ▶ 21:45 Harry Stebbings I, I, every time I look at NVIDIA, and I'm like, nah, I can't go higher. 4 times in the scene
- ▶ 1:00:44 Harry Stebbings When you look at his corner of the H 100 market, it's just, like, astonishing insight.
Jason Lemkin: PluralSight S*** the Bed & The Next IPO Candidates | E1160 · 20VC with Harry Stebbings
- ▶ 8:51 Jason Lemkin Can we, if we maintain the spend, just look at NVIDIA, right?
- ▶ 57:13 Jason Lemkin There will be others like Nvidia that did not predict this.
Mike Schroepfer: Former Meta CTO on "Why The Best Leaders are Like Music Conductors" | E1158 · 20VC with Harry Stebbings
- ▶ 38:40 Harry Stebbings Think about what the exit could be, project, hey, this could be a strategic acquisition for X, this could be an IPO, this could be a buy for Nvidia, you name it.
Jason Lemkin: Why Pricing is Worse Than Ever and There is More Funding Than Ever | E1157 · 20VC with Harry Stebbings
- ▶ 27:59 Jason Lemkin And when you hold on to your Nvidia shares for 37 years, these are, these are interesting questions.
Nikesh Arora: Lessons from $102BN Market Cap & How to Create & Sustain Competitive Advantage | E1155 · 20VC with Harry Stebbings
- ▶ 51:01 Nikesh Arora He also said that he wouldn't do NVIDIA again if he, if he had a chance to do it again. 2 times in the scene
Tom Hulme: Lessons from a 24x Angel Track Record, 275x on Robinhood & Making Billions on Uber |E1150 · 20VC with Harry Stebbings
Arthur Mensch: Open vs Closed - Who Wins and Mistral's Position | E1146 · 20VC with Harry Stebbings
- ▶ 0:10 Arthur Mensch We have 1.5 k 800, which is a few percent of our competitors.
- ▶ 19:45 Arthur Mensch NVIDIA is, at that point.
- ▶ 22:28 Arthur Mensch It reduces around 30% every two years if you follow NVIDIA roadmap.
- ▶ 23:12 Harry Stebbings Given Nvidia's prominence there and Nvidia being the one where the gains are, as you mentioned, is bluntly one of the single most important things, not simply the quality of your relationship with the core provider being Azure or being… 3 times in the scene
- ▶ 34:12 Arthur Mensch We have 1.5 K, 800, which is
Bastian Lehmann: How the Uber Deal Went Down and How a $2.65BN Deal Turned into $5BN | E1137 · 20VC with Harry Stebbings
- ▶ 50:03 Bastian Lehmann Um, a computer that runs your own personal AI on a chip that does not have to be as powerful as the most powerful Nvidia chips.
David Clark: Lessons from 32 Years of Fund Investing - Why Exits Will Be Larger | E1131 · 20VC with Harry Stebbings
- ▶ 45:22 Harry Stebbings And I use Nvidia as a good example here. 3 times in the scene
Jean-Michel Lemieux: Three Product Decisions Every Team Needs to Make | E1129 · 20VC with Harry Stebbings
- ▶ 53:12 Harry Stebbings Adobe, Microsoft, Nvidia are moving faster than ever.
Nicolai Tangen: Managing the Largest Sovereign Wealth Fund in the World | E1122 · 20VC with Harry Stebbings
- ▶ 17:33 Harry Stebbings I'm just forever, I'm forever stuck, because I've always looked at NVIDIA and gone, God, that's overpriced.
- ▶ 21:17 Nicolai Tangen And before we had NVIDIA CEO, well, I had to learn about microchips.
- ▶ 21:35 Harry Stebbings Yeah, Nvidia you mentioned there, we spoke about Microsoft.
- ▶ 23:07 Nicolai Tangen We have big, very big positions in, um, you know, Nvidia, AMD.
- ▶ 33:28 Nicolai Tangen Ok, so I asked Jensen Huang, the CEO of NVIDIA, you know, how much do you work?
Frank Quattrone: Lessons from 650 M&A Deals Worth Over $1TRN & Taking Amazon and Cisco Public| E1121 · 20VC with Harry Stebbings
- ▶ 41:43 Frank Quattrone It's been concentrated, and now it's the Magnificent Seven, because Nvidia is part of that, and Tesla, and, um, a lot of the, a lot of the comeback has been in those stocks, but if you look at the average cloud, um, software play, which is…
- ▶ 1:04:07 unnamed speaker It was Qualcomm, and it was Apple and ARM, and so now we've got artificial intelligence, and you've got NVIDIA, and now artificial intelligence is not just going to be the basis of
Brian Halligan: Leadership Lessons Scaling Hubspot to $28BN | E1103 · 20VC with Harry Stebbings
- ▶ 27:46 Brian Halligan He's the CEO of Nvidia.
Jason Lemkin: Predictions for 2024 - What Does a Trump Administration do for Startups? | E1099 · 20VC with Harry Stebbings
- ▶ 11:36 Jason Lemkin I mean, how could it not be the CEO of Nvidia? 4 times in the scene
Sanjit Biswas: Samsara's $18BN Market Cap & $1BN in ARR in 8 Years | E1092 · 20VC with Harry Stebbings
- ▶ 47:57 Sanjit Biswas Like I think, you know, you think about Jensen from Nvidia, he's been, I think that's his first startup.
- ▶ 1:01:43 Sanjit Biswas I would love to live in the shoes of Jensen from NVIDIA just for a day, because I think the work they're doing is so incredible. 2 times in the scene
The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 · 20VC with Harry Stebbings
- ▶ 1:01 Emad Mostaque I think it's going to be us, Nvidia, Google, Microsoft OpenAI, and Meta and Apple probably are the ones that train these models.
Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
- ▶ 28:33 Harry Stebbings One thing that I do think about, which I don't think people talk about enough, which is I completely understand the criticism of Google and Bard, but Google have access to compute and the ability to control compute pricing, whereas OpenAI…
- ▶ 35:56 Jeff Seibert It's going to be new challenges for NVIDIA, for ARM, for these chip companies to really unpack, but
Matteo Franceschetti: The Ultimate Hiring Playbook: Five Questions to Ask Every New Hire | E1084 · 20VC with Harry Stebbings
- ▶ 2:42 Harry Stebbings I, I saw this Jensen Huang comment the other day about Nvidia, and he said, if I'd known how hard it was going to be, I would never have done it.
Des Traynor: How to Survive and Thrive in a World of OpenAI | E1082 · 20VC with Harry Stebbings
- ▶ 37:37 Harry Stebbings How do we think about that, and does this all value accrue back to Nvidia? 4 times in the scene
- ▶ 56:00 Harry Stebbings And my hard thing is like, as a general capital allocator and capitalist who wants to make money, I think the upside is already priced into Microsoft or Nvidia, where I'm not looking at them like, oh, there's a buying opportunity now…
Ed Sim: Why Seed Has Never Been More Competitive & Why Pricing Has Never Been Higher | E1076 · 20VC with Harry Stebbings
Michael Eisenberg and Adi Levanon: Israeli Resilience in Crisis | E1072 · 20VC with Harry Stebbings
- ▶ 17:21 Michael Eisenberg Yael Waldman's company Mellanox was purchased by NVIDIA, and that's really the backbone that enables NVIDIA to scale for AI. 2 times in the scene
20VC: The Biggest AI Leaders on What Matters More; Model Size or Data Size & Where Does The Value in AI Accrue; to Startups or to Incumbents
- ▶ 27:46 Emad Mostaque I think it's going to be us, NVIDIA, Google, Microsoft OpenAI, and Demeter and Apple, probably, are the ones that train these models.
Nikhil Basu Trivedi: Why 99% of AI Investments Will Go Bust | E1057 · 20VC with Harry Stebbings
- ▶ 14:57 Nikhil Basu Trivedi I mean, the money is going to fund, you know, CapEx to the NVIDIA H 100.
- ▶ 14:57 Nikhil Basu Trivedi I mean, the money is going to fund, you know, CapEx to the NVIDIA H 100.
Jason Lemkin & Rick Zullo: How "Mark to Market" Corrupted Venture Capital | E1052 · 20VC with Harry Stebbings
- ▶ 1:10:05 Jason Lemkin It's going to go into where massive spend is, and NVIDIA is not going down, and OpenAI is not going bankrupt, and these may be terrible bets in my opinion, but I think Rick, you, you might have DM'd on this before,
Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
- ▶ 45:56 unnamed speaker I think it's going to be us, NVIDIA,
- ▶ 48:04 unnamed speaker You need these chips lined up with interconnect, and we've got 7000 A-one hundreds now.
- ▶ 52:24 Emad Mostaque Well, I mean, for six months, you're not getting H-one hundreds and TPU V-Fives anyway.
- ▶ 54:00 Emad Mostaque Uh, GPT for Nvidia said they built the dual H 100 with the NV link for that.
Cathie Wood: Elon & Twitter; Why Facebook is a Value Stock Now; ARK's Performance | 20VC #949 · 20VC with Harry Stebbings
- ▶ 16:03 Cathie Wood And the stocks, uh, so that, and a very good example is Nvidia, for example. 6 times in the scene
- ▶ 18:08 Harry Stebbings You mentioned in video that being kind of part of index and the benefits that come from it. 3 times in the scene
20VC: Arm CEO Rene Haas on How The Best Leaders Make Decisions and The Trade-Off Between Speed and Quality | Leadership Lessons from 7 Years at Nvidia | How Companies Can Retain Speed, Innovation and Agility at Scale
- ▶ 0:39 Harry Stebbings As for René, he was appointed CEO in February 2022, having spent the last eight years in numerous different roles within the company, and before Arm, René spent an incredible seven years with the team at NVIDIA.
- ▶ 5:27 Harry Stebbings You spent an incredible seven years at NVIDIA before being CEO at ARM.
- ▶ 7:51 René Haas I was more careful to make sure I had all the information as we talked about, and I think being with NVIDIA, I
- ▶ 9:22 René Haas Time and NVIDIA just thinking, my gosh, we just didn't get this right, and we didn't do a good job in terms of the naming. 2 times in the scene
- ▶ 12:19 René Haas And we did a bunch of that at NVIDIA. 4 times in the scene
- ▶ 32:44 René Haas And again, I remember at NVIDIA and other companies, particularly NVIDIA, Jensen had lots of them.
20VC: The 3 Forms Of Edge A Founder Can Have, Lessons From Being on A Board With Bill Gates & Why There Are A Lot Of Tourist VCs Who Are Going To Lose A Lot Of Money, with Josh Wolfe, Co-Founder @ Lux Capital
- ▶ 14:12 Josh Wolfe Now the GPUs are becoming the soul of the new machine, and those are made by people like NVIDIA and others.
20VC: How Every VC Firm Is A Marketplace, Why A Large Amount of Promise in AI Today Is Impossible & Entrepreneurs 3 Main Pain Points of Fundraising with Alex Mittal, Founder & CEO @ Funders Club
- ▶ 25:11 Alex Mittal CES, like NVIDIA announced this cloud gaming service, which is not an API, by the way, but using their expensive GPUs to stream games to, to consumers who have computers that are incapable of running the latest, fanciest, you know, games. 2 times in the scene
20VC: Preparing For The Next Big Trend, Why Conversational Will Be The Next Big Thing & How Entrepreneurs Should View Market Size with Sarah Guo @ Greylock Partners
- ▶ 0:30 Harry Stebbings Sarah has also advised pre-IPO private technology companies, as well as public clients including Zynga, Netflix, and Nvidia, on strategic and financial issues.
- ▶ 4:10 Sarah Guo Lots of winning technology startups worked instead of just going on one journey, and then I would get to meet really talented executives and do principal investing for Goldman, and so that was true, and I got to work with companies like…
20VC: Is Big Data Still A Thing with Matt Turck, Managing Director at FirstMark Capital
- ▶ 18:08 Matt Turck Great work that NVIDIA did around GPUs.
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