Nvidia, every mention
173 scenes (2025), the whole family · ← back to Nvidia
tap a year for its mentions
every year 2025 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
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 33:48 Harry Stebbings And then NVIDIA investing a hundred billion dollars into OpenAI, and the start of the circular deals was the most bizarre for me.
- ▶ 37:16 unnamed speaker Obviously of the big caps, the NVIDIA and Google nailed it this year, and the others were roughly flat.
- ▶ 54:51 Harry Stebbings Google, Meta, Amazon, Microsoft, Apple, Nvidia. 13 times in the scene
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- ▶ 28:39 unnamed speaker They don't want to pay 75% gross margins to Nvidia. 3 times in the scene
- ▶ 29:17 unnamed speaker Entropic, tell me what kind of chip you want, and we'll make it, we'll design it, et cetera, but it's not the same as, you know, marketing a branded product like the NVIDIA Blackwell or whatever it is.
- ▶ 1:14:34 Jason Calacanis Maybe Nvidia could put in five. 2 times in the scene
a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
- ▶ 36:29 David George So, you know, they famously were in NVIDIA in, in that fund, uh, you know, and they did some really good investments, like Slack, like Garnet.
SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
- ▶ 1:15:43 Rory O'Driscoll The odd thing is I can't quite figure out what I'm, the national security guidance on China is quite confusing because obviously we're now back to selling them advanced Nvidia processors.
Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
- ▶ 41:18 unnamed speaker It's they got to spend it with NVIDIA, right?
- ▶ 52:43 Jason Lemkin For folks that don't know, like literally if you, if you're sitting on fifty million of Nvidia stock right now, you can sell it and pay twenty five million dollars in tax, or a bank will give you a loan.
Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
- ▶ 1:29 Jonathan Siddharth For compute, we have Jensen to thank, and maybe Nvidia as well.
- ▶ 41:20 Jonathan Siddharth Nvidia, for Nvidia, uh, 39% of their revenue comes from two clients, right? 3 times in the scene
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 0:00 unnamed speaker The P.E. on NVIDIA, to give that sound bite that I love, it's lower than the P.E. on Costco, right?
- ▶ 1:11 Harry Stebbings So Anthropics secured up to fifteen billion dollars from Microsoft and Nvidia. 3 times in the scene
- ▶ 5:46 Jason Lemkin And I'm not saying these aren't huge issues, but the idea that NVIDIA is unstoppable because of the software and hardware connection, because we have to have GPUs. 16 times in the scene
- ▶ 12:38 Jason Lemkin I actually think going to the opening of the show, I, I actually think we're just ignoring the risk because the NVIDIA's numbers are just too good. 5 times in the scene
- ▶ 18:12 unnamed speaker But the wonderful thing about the- I want to go back to the NVIDIA overvalued question. 10 times in the scene
Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- ▶ 27:34 unnamed speaker I mean, you know, Nvidia would obviously be the play, you know, if GPUs became more like DRAM, it would not be pretty out there.
- ▶ 39:03 Harry Stebbings Uh, one was the thinking machines at fifty billion, and the other was Teal and SoftBank exiting Nvidia, and just like, what it means for, are we top of the market? 10 times in the scene
AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
- ▶ 28:13 Harry Stebbings You know, obviously Nvidia has had a lot of export controls back and forth. 3 times in the scene
- ▶ 31:56 Andrew Ng So the Open Ananthropic can pay NVIDIA, which is where all the money is, is ending up.
- ▶ 51:16 Harry Stebbings Do you think it's crucial that we see vertical ownership in terms of see Nvidia own models as well as chip player?
Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
- ▶ 3:55 Jason Lemkin Take your coins, take your, take your Nvidia shares and buy a beach house.
- ▶ 7:31 Harry Stebbings Listen, I want to discuss Michael Berry, uh, famed for big short, pulls another big short, a big short from Michael Berry this time, 1.1 billion dollars short on Nvidia and Palantir, had some pretty significant ramifications on market. 3 times in the scene
Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
- ▶ 44:59 Jason Lemkin But to me, making a press release that says you're now the number five or number six partner to open AI for NVIDIA GPUs is not that impressive. 2 times in the scene
Cohere's Chief AI Officer, Joelle Pineau: Why Scaling Laws Will Continue & Future of Synthetic Data · 20VC with Harry Stebbings
- ▶ 7:00 Harry Stebbings well actually inference is 95% of the market, and that's where it's all going, and that's where NVIDIA will make most of their money.
OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
- ▶ 9:52 Jason Lemkin The one micro thought I just thought was, it's very, you know, there's so, all the circular financing, who, who, Nvidia giving them money, AMD giving them 10% of the company, Oracle raising, uh, uh, uh, uh, an unprecedented amount of debt.
- ▶ 28:20 unnamed speaker It's an astonishing amount of, we think of this all as happening in Nvidia GPU chips, 2 times in the scene
Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
- ▶ 3:20 David Cahn I mean, it's basically a very simple equation that says if we invest, and this was 2024 when I wrote this, if you invest one hundred fifty billion in NVIDIA chips, that's about three hundred billion of data center investments.
- ▶ 25:12 David Cahn Jensen says it's 50 or 60 if you use, uh, the next generation Vero Rubin chips. 2 times in the scene
- ▶ 26:34 David Cahn The problem is, and the simple way to think about it is, it's all B-Hundreds and H-Hundreds, and what if it actually takes three years, and it's the Rubin chips that get us there, or it's the Feynman chips that get us there, which is the…
- ▶ 26:34 David Cahn The problem is, and the simple way to think about it is, it's all B-Hundreds and H-Hundreds, and what if it actually takes three years, and it's the Rubin chips that get us there, or it's the Feynman chips that get us there, which is the…
- ▶ 26:34 David Cahn The problem is, and the simple way to think about it is, it's all B-Hundreds and H-Hundreds, and what if it actually takes three years, and it's the Rubin chips that get us there, or it's the Feynman chips that get us there, which is the…
Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
- ▶ 55:03 Jason Calacanis And so now, I mean, going to Rory's point, there probably no other way to get 40,000, uh, Nvidia GPUs and the, like, it's just not possible otherwise, cause you're not the leader, but also it's, but going to your point, it's probably…
- ▶ 1:01:38 Harry Stebbings If you believe that, should we not just be plowing money into Nvidia? 2 times in the scene
Deel CEO, Alex Bouaziz on Raising $300M+ at a $17BN Valuation · 20VC with Harry Stebbings
- ▶ 10:26 Harry Stebbings I think you actually mastered a comms strategy in a very different world, and I don't know if this was a very, I'm sure it was deliberate and thought through, but when you think about the, the cadence of comms today, when OpenAI gets a…
20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp
- ▶ 31:37 Harry Stebbings NVIDIA investing a hundred billion dollars into OpenAI. 2 times in the scene
Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
- ▶ 15:13 Mike Cannon-Brookes So the old argument that, you know, uh, some AI company, let's just call them, give a hundred million dollars to, uh, a model company who then give a hundred and fifty million dollars to a cloud provider who then gives two hundred million…
- ▶ 55:45 Harry Stebbings And my, my heart broke as an Nvidia fanboy and a Jensen fanboy.
OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 0:15 Jason Lemkin Nvidia is making so much money, it's almost incomprehensible.
- ▶ 1:33 Harry Stebbings A week after Nvidia invest a hundred billion in them? 16 times in the scene
- ▶ 14:56 Rory O'Driscoll One is, the only thing that defeats that is an architectural lock-in where you have a monopoly, and what you're seeing is, this is a monopoly competing against an oligopoly, and the monopoly provider being Nvidia, and as long as they're a… 6 times in the scene
Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
- ▶ 10:02 Andrew Feldman And so I, I think, uh, what, uh, uh, of course, right, if NVIDIA keeps growing at the rate they're currently growing, 11 years from now, everybody on earth works for them, right? 2 times in the scene
- ▶ 10:52 Harry Stebbings You mentioned that if NVIDIA continues to grow the way that they do, everyone will work for them. 7 times in the scene
- ▶ 12:32 Andrew Feldman Another strategy you, you see is this predatory pre-announce, where you, you, you announce B-three hundreds before anybody can get B-two hundreds. 2 times in the scene
- ▶ 12:32 Andrew Feldman Another strategy you, you see is this predatory pre-announce, where you, you, you announce B-three hundreds before anybody can get B-two hundreds.
- ▶ 12:41 Andrew Feldman You start talking about Reuben before B-two hundreds are, are, are technically
- ▶ 16:06 Andrew Feldman Um, I think, uh, people are clearly still getting value from H-one hundreds, and that's more than two years, right?
- ▶ 16:21 Andrew Feldman I mean, they are, uh, and I think people are still getting value from A-one hundreds, though not on the cutting edge.
- ▶ 20:43 Andrew Feldman Now, NVIDIA and all GPUs, including, uh, uh, AMDs chose a big capacity memory that is slow because it's perfect for graphics.
- ▶ 23:59 Harry Stebbings So when we think about, like, where the market is today in terms of training and inference, do we agree then that actually Nvidia's chips are much better for training than yours are, but yours are much better for inference than theirs are,…
- ▶ 38:53 Harry Stebbings Do you think the risk is priced properly when you look at NVIDIA at four and a half trillion? 5 times in the scene
- ▶ 43:54 Andrew Feldman Um, I, I think that in turn limits and keeps the supply, uh, below where it would like to be of chips, not just our chips or Nvidia, but everybody's chips below where it might otherwise be.
- ▶ 48:23 Harry Stebbings Do you think OpenAI and Anthropic build their own ships so they don't have self-reliance on NVIDIA in the way that they do today?
- ▶ 53:39 Harry Stebbings What are Nvidia's margins today? 2 times in the scene
- ▶ 1:16:41 Andrew Feldman I, I, I look at it the other way is that every day I go to battle with Goliath every day, every dollar we sell is a dollar that if we didn't work at it, if we didn't think, if we didn't invent, if we weren't 10 times better would default… 2 times in the scene
Are Burn Multiples BS in an AI World? & Sam Altman Needs $1TRN of Energy · 20VC with Harry Stebbings
- ▶ 45:17 Rory O'Driscoll And in the end, you, you manifest that bet by deciding, do you want to buy your puts or calls on NVIDIA? 3 times in the scene
Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
- ▶ 0:18 Jonathan Ross I personally would be surprised if in five years NVIDIA wasn't worth 10 trillion, but I can't predict the outcome.
- ▶ 2:44 Harry Stebbings When you look at, no, but I mean, seriously, Nvidia really, you know, having concentration of revenue with two clients so heavily. 2 times in the scene
- ▶ 7:34 Jonathan Ross Going off and saying, I'm gonna build my own AI chip to compete with NVIDIA,
- ▶ 8:09 Harry Stebbings Nvidia investing a hundred billion dollars into OpenAI for OpenAI just to go and buy back Nvidia chips. 6 times in the scene
- ▶ 12:38 Harry Stebbings At some point, Nvidia must be concerned that the OpenAI will want to verticalize and own the chip player as well. 8 times in the scene
- ▶ 17:02 Jonathan Ross However, there is an incentive from those building HBM to spread that around because Nvidia gets to negotiate very good rates. 5 times in the scene
- ▶ 22:01 Jonathan Ross But if I look at it empirically, people are still renting H-one hundreds 3 times in the scene
- ▶ 25:58 Harry Stebbings What does NVIDIA do in that world? 2 times in the scene
- ▶ 44:06 Harry Stebbings Does that not mean that NVIDIA's power hold weakens further? 3 times in the scene
- ▶ 1:01:03 Harry Stebbings Everyone rips today, but if NVIDIA, MATA, Google, Microsoft suddenly hit speed bumps and the AI speed train
- ▶ 1:13:47 Harry Stebbings You'll also have Nvidia. 10 times in the scene
- ▶ 1:21:58 Harry Stebbings What's the biggest misconception about NVIDIA today? 3 times in the scene
The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
- ▶ 1:06 unnamed speaker That's how many GPUs you're buying from NVIDIA? 4 times in the scene
- ▶ 7:18 unnamed speaker Nor does NVIDIA. 2 times in the scene
- ▶ 9:13 unnamed speaker I think Nvidia, frankly, is far closer to being a monopoly in terms of market share than chat GPT, which is why I thought you were going there. 5 times in the scene
- ▶ 14:23 unnamed speaker I remember, you know, Nortel and Lucent making big vendor financing commitments to their big bandwidth customers to sell equipment, just as NVIDIA is doing today. 6 times in the scene
- ▶ 21:58 unnamed speaker Well, one, we're all invested in NVIDIA, right? 2 times in the scene
- ▶ 1:00:41 unnamed speaker In the NVIDIA IPO in 1997, Mark Stevens and, oh my God, and Tench Cox of Oak, of Sequoia, I know, have stayed on that public board to this day, and I believe the board package, as you know, the equity you get as a board member has been…
- ▶ 1:05:36 unnamed speaker Every single talented person that can help, uh, keep our Nvidia shares high flying coming to this country.
Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings
- ▶ 30:55 unnamed speaker And if you know over how many years you should appreciate the latest Nvidia chip, then that would be the key question, but you're right.
Mercor CEO & Co-Founder, Brendan Foody: How They Grew from $1M to $500M in 17 Months · 20VC with Harry Stebbings
- ▶ 17:24 Harry Stebbings You saw it with NVIDIA where I think it was like, 51% of revenue was two clients in one certain segment of their business. 3 times in the scene
OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
- ▶ 39:51 Rory O'Driscoll I mean, and of course the other thing, the fun thing, Jeff, is that if you think NVIDIA, the guys who peeled off of NVIDIA at half a trillion dollars four or five years ago are probably like, Ooh, you know, I took ten million off the table. 2 times in the scene
- ▶ 47:44 Rory O'Driscoll It's at the, the top end of the, if you think, if you think NVIDIA is complex, one level below, or distant, one level below NVIDIA's TSMC, 2 times in the scene
ElevenLabs CEO/Co-Founder, Mati Staniszewski:The Untold Story of Europe’s Fastest Growing AI Startup · 20VC with Harry Stebbings
- ▶ 49:00 Harry Stebbings Most people will just use a CoreWeave or use NVIDIA or whatever that is.
20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader
- ▶ 14:48 Alex Schultz We know there are advancements coming from Nvidia in their chips. 7 times in the scene
Anthropic Raises $13BN & OpenAI Buys Statsig for $1.1BN All Stock · 20VC with Harry Stebbings
- ▶ 49:49 unnamed speaker If you want to make that bet, Harry, there are Nvidia puts that I keep my eye on that you're more than welcome to plow into anytime you want. 2 times in the scene
Cohere Founder, Nick Frosst: How To Compete with OpenAI & Anthropic, and Sam Altman’s AI Disservice · 20VC with Harry Stebbings
- ▶ 18:13 Harry Stebbings Given the pace of deployment, we are seeing model evolution so fast and so rapidly that you're essentially seeing this kind of decay rate on models being greater than ever because it's like next one, next one, next one, and actually…
- ▶ 18:13 Harry Stebbings Given the pace of deployment, we are seeing model evolution so fast and so rapidly that you're essentially seeing this kind of decay rate on models being greater than ever because it's like next one, next one, next one, and actually…
Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings
BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
- ▶ 31:01 Byron Deeter So that it's not as wonderful as NVIDIA is. 2 times in the scene
Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings
- ▶ 1:04:56 Jason Lemkin If, just in our four or one K's or our private, we've all, we're all making so much money off AI, just being an Nvidia, Microsoft, uh, and, and, and, and, uh, the top seven white, white Corweave doesn't seem to be doing better if it's down… 4 times in the scene
20VC: 15 Term Sheets in 7 Days and Choosing Benchmark | Harvey vs Legora: Who Wins Legal and How to Play When You Have $600M Less Funding | Are AI Models Plateauing Today | Building a 9-9-6 Culture From Stockholm with Max Junestrand
- ▶ 13:43 Harry Stebbings So my takeaway is buy more NVIDIA.
Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC with Harry Stebbings
- ▶ 14:03 Harry Stebbings And I'm like, the core unwavering asset here is NVIDIA. 3 times in the scene
- ▶ 21:44 Jason Lemkin Um, I'm not even sure, even with NVIDIA, Jensen's everywhere, right?
- ▶ 43:05 Rory O'Driscoll So if you can coattach, even if you're not AI CapEx, if you're not NVIDIA, if you're not, if you can just coattach to the money, you're going to get a pop.
Miles Dieffenbach: Inside Carnegie Mellon’s $4BN Endowment & The Math Behind DPI, TVPI, Illiquidity · 20VC with Harry Stebbings
- ▶ 1:18:27 Harry Stebbings We spoke about NVIDIA. 8 times in the scene
Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
- ▶ 32:20 unnamed speaker Nvidia. 2 times in the scene
- ▶ 47:45 unnamed speaker Someone, at some point someone's going to depreciate all these Nvidia chips and someone's going to have to pay for them. 4 times in the scene
- ▶ 1:09:52 unnamed speaker It was the best performing sector ever, even excluding Nvidia.
a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings
- ▶ 12:56 Martin Casado I mean, NVIDIA is continuing to grow in value.
How Do All Providers Deal with Anthropic Dependency Risk & Figma IPO Breakdown: Where Does it Price? · 20VC with Harry Stebbings
- ▶ 51:08 Harry Stebbings In 10 years time, we could have 10 trillion dollar companies with Microsoft and NVIDIA.
Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
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