Nvidia, every mention
18 scenes (2023), the whole family · ← back to Nvidia
tap a year for its mentions
every year 2023 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
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.