Nvidia
includes NVIDIA H100, NVIDIA GB200, NVIDIA A100, NVIDIA H20, NVIDIA B200, NVIDIA Blackwell, NVIDIA Hopper, NVIDIA Jetson, NVIDIA Volta, NVIDIA GPUs, NVIDIA Rubin CPX, NVIDIA TX One and 15 more
48 statements across 24 episodes · 34 bullish · 6 bearish · 16 people on the record · first statement Jul 15, 2017 by Frank Chen · said 421 times in 73 episodes since 2017 · across every show →
Mentions by year, the whole family
brought up most by Dylan Patel (93), Anjney Midha (21), David George (20), Gavin Baker (16), Erik Torenberg (15), Marc Andreessen (14), Guido Appenzeller (14), Jeff Schmidt (13)
tap a year for its mentions
2026 42 mentions in 12 episodes 4 per episode
- Why AI Demand Is Outrunning Compute Supply
- Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
- How Open Source Became AI's Backbone | Inferact with a16z
- Why Top Founders Are Racing Into AI Infrastructure
- AI Markets: Deep Dive with a16z's David George
- Why Physical AI Is the Next Frontier | The a16z Show
- Ben Horowitz on AI Anxiety, Big Tech Transitions & The Future of Startups | a16z
- How AI Changes the Economics of Innovation
- 4 more episodes that year, every mention in 2026 →
2025 270 mentions in 30 episodes 9 per episode
- Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
- Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
- Jensen Huang & Arthur Mensch: Why Every Nation Needs Its Own AI Strategy
- "Is there an AI bubble?” Gavin Baker and David George
- Dwarkesh Patel and Noah Smith on AGI and the Economy
- The Chip That Could Unlock AGI.
- What DeepSeek Means For The Future Of AI | Tech Veterans Weigh In
- AI Eats the World: Benedict Evans on the Next Platform Shift
- 22 more episodes that year, every mention in 2025 →
2024 60 mentions in 11 episodes 5 per episode
- The Quest for Community-Trained Open Source AI Models
- Virtual Worlds Mean Real Business: How Games Power the Future
- “The Future of AI is Here” — Fei-Fei Li Unveils the Next Frontier of AI
- Marc & Ben on AI Policy, Safety, Censorship & Unexpected Risks
- Trump Vs. Biden: Tech Policy
- Text to Video: The Next Leap in AI Generation
- Why Human Data is Key to AI: Alexandr Wang from Scale AI
- Startup Building: Challenges & Opportunities
- 3 more episodes that year, every mention in 2024 →
2023 30 mentions in 7 episodes 4 per episode
- AI Hardware, Explained.
- Advancing AI, Approaching VC's & Crypto Scandals: Ask Us Anything!
- Universally Accessible Intelligence with Character.ai's Noam Shazeer
- The True Cost of Compute
- Tony Robbins on the Future of Health & Longevity
- Improving AI with Anthropic's Dario Amodei
- Chasing Silicon: The Race for GPUs
- every mention in 2023, scene by scene →
2019 16 mentions in 11 episodes 1 per episode
- a16z Podcast | High Growth in Companies (and Tech)
- a16z Podcast | The Self-Flying Camera
- a16z Podcast | The Cloud Atlas to Real Quantum Computing
- a16z Podcast | Software Programs the World
- a16z Podcast | When Humanity Meets A.I.
- a16z Podcast | From Research to Startup, There and Back Again
- a16z Podcast | Technological Trends, Capital, and Internet 'Disruption'
- a16z Podcast | AI, from 'Toy' Problems to Practical Application
- 3 more episodes that year, every mention in 2019 →
2017 3 mentions in 2 episodes 2 per episode
Everything said about Nvidia, oldest first
Jul 15, 2017 positive
Jul 16, 2017 neutral
Jan 2, 2019 bullish
Andreessen: Every top AI software startup is building on Nvidia chips
“Every sharp AI software entrepreneur comes that comes in here is now building on top of NVIDIA's chips, which is, of course, a very different outcome than entrepreneurs of previous years who would have built other kinds of programs, primarily on top of Intel c…”
Jan 2, 2019 bullish
Jan 2, 2019 positive
Dixon: Consumer gaming demand for GPUs catalyzed modern deep learning
“Games have driven GPUs. So like, just like the, that market is one where the gamers have been endlessly hungry for more polygons, and that created this kind of, you know, Nvidia and this whole industry around it. Which then had these interesting, you know, the…”
Aug 16, 2023 bullish
Appenzeller: NVIDIA's moat lies in software ecosystem, not hardware specs
“NVIDIA's big advantage is that they have a very mature software ecosystem. So imagine you are an artificial intelligence developer or engineer or researcher. You're often using a model that's open source, you know, somebody else developed, and, you know, how f…”
Aug 16, 2023 neutral
Dec 5, 2023 bullish
Horowitz: Nvidia's InfiniBand networking gives it a major AI advantage over AMD
“One of their biggest advantages is They have a, you know, Nvidia also owns a networking architecture called InfiniBand, and InfiniBand turns out to be, like, really, really important in AI you know, in, in terms of having the, kind of, GPUs being able to commu…”
May 2, 2024 positive
Oct 1, 2024 bullish
Schmidt: Decentralized training will force NVIDIA to redesign chips around VRAM ratios
“What might happen sooner would be a redesign of the types of chips that NVIDIA or someone would make. Okay, under this model, we can dedicate more VRAM versus, there's like this question of how much VRAM versus how much processing power is on a die, and that, …”
Oct 1, 2024 positive
Schmidt: Nous is building fault-tolerant training code for heterogeneous devices
“We're making sure that also like the code we're writing to help to actually do this training is agnostic to the hardware and is able to communicate and operate. You can have an Apple device and an NVIDIA device training together. And this is actually the, for …”
Nov 5, 2024 bullish
Jan 3, 2025 bullish
Feb 6, 2025 bullish
Casado: DeepSeek release is not a crisis for OpenAI, Anthropic, or Nvidia
“I personally don't think this is a crisis moment for open AI or Anthropic. I think like apps are hard to build. I think that like right now the apps that they put out are very complex. They actually know their users. They have very specific use cases. And so, …”
Feb 6, 2025 bullish
Feb 6, 2025 bullish
Casado: Strong balance sheets prevent AI infrastructure market crash
“You have a much better foundation. Much, much better foundation for the AI wave, right? Like the primary investors are the big three cloud companies. They've got hundreds of billions of dollars on the balance sheet. Even if all of this goes away, they'll be fi…”
Mar 20, 2025 positive
Huang: NVIDIA designed Blackwell architecture specifically for AI reasoning inference
“People are surprised that, that that Blackwell is such a great leap over Hopper, and the reason for that is because we built Blackwell for inference, and at a, just in time, because all of a sudden thinking is such a big computing load”
Mar 20, 2025 bullish
Huang: Computing companies prioritize developers while chip companies prioritize hardware
“What we make is a GPU, but I think of NVIDIA as a computing company. If you're a computing company, the most important thing you think about is developers. If you're a chip company, the most important you think, the thing you think about is a chip.”
Mar 20, 2025 positive
Mar 20, 2025 positive
Huang: AI requires onboarding and guardrails just like human hires
“We hire general purpose employees all the time. We hire them out of school. Some of them are more general purpose than others. Some of them are more intelligent than others. But once they become our employees, we decide to onboard them. Train them. Guardrail t…”
Mar 20, 2025 bullish
Mensch: Asynchronous AI workloads will drive massive new compute demand
“We are moving to, towards workloads that are more and more asynchronous. So workloads where you give a task to an AI system, and then you wait for it to do, like, 20 minutes of research before returning. So that's definitely changing a bit the way you should b…”
Aug 18, 2025 positive
Aug 18, 2025 bullish
Aug 18, 2025 neutral
Patel: AI chip startups need a 5x hardware advantage to beat NVIDIA
“Because the supply chain stuff means that five X actually turns into a two and a half X, and then NVIDIA can compress their margin a little bit if you're actually competitive. And then that two and a half X becomes like a 50% better. And then, yeah, so it's li…”
Aug 18, 2025 bullish
Patel: Open-source AI dispersion will keep NVIDIA the most valuable company
“If it gets dispersed more and more which arguably we're starting to see with a lot of these open source models getting better and better and better and with ease of deploying them getting better, then you would see, I think you could argue NVIDIA will remain t…”
Sep 15, 2025 positive
Sep 22, 2025 bearish
Sep 22, 2025 positive
Patel: NVIDIA is the only $10B+ semiconductor company founded post-1990
“It's the only semiconductor company that's worth, you know, I think even north of ten billion dollars that was founded as late as it was. Like MediaTek was in the early nineties and then Nvidia and everyone else is like from the seventies mostly.”
Sep 22, 2025 positive
Sep 22, 2025 bearish
Appenzeller: Intel-Nvidia partnership means AMD is 'fucked'
“I think AMD is fucked, right? I mean, they're, you're just, If your two arch nemesis suddenly team up, that's the worst possible news you can have, right? They were already struggling, right? Their cards are good, their software stack is not, right? They were …”
Sep 22, 2025 positive
Patel: NVIDIA added Tensor cores to Volta months before fab
“There's a story about how Volta, Which was the first NVIDIA chip with Tensor cores. You know, they saw all the AI stuff on the prior generation P. 100 Pascal. And they decided we should go all in on AI. And they added the Tensor cores to Volta, like only a han…”
Sep 22, 2025 neutral
Patel: Energy and data centers are NVIDIA's primary growth bottleneck
“Do you invest in data centers and energy? Yeah. Do you invest in, because that's the bottleneck for your growth really is, is A, well, how much people want to spend and can spend, and B, the ability to actually put them in data centers.”
Sep 22, 2025 bearish
Sep 22, 2025 positive
Sep 22, 2025 bullish
Sep 22, 2025 bearish
Oct 30, 2025 neutral
Oct 31, 2025 bearish
Nov 3, 2025 neutral
Sacks: Huawei's Cloud Matrix networks 384 chips to match Nvidia rack performance
“Back in April Huawei launched a technology called Cloud Matrix in which they compensated for the fact that their chips individually are not as good as NVIDIA's chips by networking more of them together. So they took 384 of them. Now you use their prowess in ne…”
Jan 13, 2026 positive
Horowitz: Nvidia's valuation multiples are not historically outrageous given earnings growth
“Even like the Nvidia multiples, Aren't, you know, they're not like outrageous that, you know, particularly when you look at the growth rate and the, just the size of the earnings and so forth, like they're not historically nuts to the point where people would …”
Apr 14, 2026 neutral
Aug 5, 2026 positive
Mo: Major chipmakers use vLLM as an internal benchmark
“And additionally, VLM also work closely with all the hardware vendors. So that means across like NVIDIA, AMD, Google, and Amazon, Intel, and a lot more, their newest chip will make sure VLM can run on them. And then a lot of cases they use VLM as a benchmark t…”
Aug 28, 2026 neutral
Aug 31, 2026 positive
Aug 31, 2026 bullish
Aug 31, 2026 bearish
Aug 31, 2026 bullish