Nvidia, every mention
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every year anyone Dylan Patel 93Anjney Midha 21David George 20Gavin Baker 16Erik Torenberg 15Marc Andreessen 14Guido Appenzeller 14Jeff Schmidt 13Dwarkesh Patel 12Martin Casado 10
Verbatim, from the transcripts: the passages where Nvidia comes up
Why AI Demand Is Outrunning Compute Supply
- ▶ 8:49 Gavin Baker And NVIDIA is at the center of all of it. 2 times in the scene
- ▶ 13:17 Gavin Baker And then also, like, we should also talk if, particularly if you're buying NVIDIA GPUs to a lesser extent TPUs, you can finance these.
- ▶ 29:19 Gavin Baker Yeah, same, NVIDIA, AMD, Broadcom,
- ▶ 38:41 Gavin Baker And, you know, Elon said that he and Jensen have co-designed a Reuben rack.
- ▶ 48:47 Gavin Baker I think probably in the, in the very near, near future, that's going to be an NVIDIA model. 2 times in the scene
- ▶ 1:00:32 David George Like, tell me your thoughts on a video. 10 times in the scene
- ▶ 1:12:18 David George Yeah, that's, this is how you know that, like, very old, whatever, the price is sold up of H 100 is very high.
Why Top Founders Are Racing Into AI Infrastructure
- ▶ 39:59 Erik Torenberg You know, why not incumbents like NVIDIA, Core, et cetera, just take the lion's share of these markets. 3 times in the scene
How AI Changes the Economics of Innovation
- ▶ 58:37 Steven Sinofsky No, no, uh, uh, uh, uh, Nvidia spark.
Tokens Are the New Dollars | Stripe's Will Gaybrick & David George
- ▶ 51:37 Will Gaybrick Um, or NVIDIA, you know, they really hit escape velocity was when they, you know, went from needing to wait for the fab to give them the chips to try the chips to actually simulate chip performance.
How Open Source Became AI's Backbone | Inferact with a16z
- ▶ 0:26 Simon Moe Power, AGI, NVIDIA, AMD, Google, their newest ship will make sure VLOM can run on them, and then a lot of cases they use VLOM as a benchmark.
- ▶ 3:56 Simon Moe So ResNet already need to run on, uh, NVIDIA K-eighty, which is kind of one of the first SEU on, uh, AWS and other places.
- ▶ 9:33 Simon Moe 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.
- ▶ 13:12 Elena Burger Um, Infraact signed the NVIDIA open weights and American AI leadership letter.
Why Physical AI Is the Next Frontier | The a16z Show
- ▶ 19:50 Qasar Younis And, uh, uh, Peter guessed it was, he said, NVIDIA.
- ▶ 30:11 Qasar Younis That's why NVIDIA does well, beyond the fact, obviously, they make a very complex technology.
The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
- ▶ 15:14 Erik Torenberg And right now, so far, it seems like Nvidia and, and going, you know, up, it, it seems like, uh, they have better margins and are occurring a lot of the value, but it's unclear if that will,
Ben Horowitz on AI Anxiety, Big Tech Transitions & The Future of Startups | a16z
- ▶ 0:10 Ben Horowitz NVIDIA will make enough chips, but then we won't have enough memory.
- ▶ 13:52 Ben Horowitz I do think what's going to happen is, like, we'll probably have enough chips long before we have enough electricity, so NVIDIA will make enough chips, um, but then we won't have enough memory, and we won't have enough electricity, so…
How to Reorg After AI Changes Everything | Block's Owen Jennings on the a16z Show
- ▶ 5:28 Owen Jennings I think it's basically like Nvidia and Meta that are ahead of us.
AI Markets: Deep Dive with a16z's David George
- ▶ 31:40 David George You know, Meta, Microsoft, AWS, NVIDIA as counterparties?
- ▶ 33:57 David George Um, and we very closely monitor the price of chips in the secondary market, and the price to rent A-one hundreds and H-one hundreds, um, has actually held up very, very well.
- ▶ 33:57 David George Um, and we very closely monitor the price of chips in the secondary market, and the price to rent A-one hundreds and H-one hundreds, um, has actually held up very, very well.
Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration
- ▶ 31:22 Ben Horowitz We'll see how it plays out, but like, I think like, even like the Nvidia multiples,
Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
- ▶ 20:19 Marc Andreessen So NVIDIA's, you know, 3 times in the scene
- ▶ 22:09 Marc Andreessen But the fact that that was the classic breakdown, you know, kind of meant that while Intel had a, you know, monopoly for a long time on CPUs, um, there was this other market of GPUs, which NVIDIA, um, you know, basically fought the GPU… 2 times in the scene
AI Eats the World: Benedict Evans on the Next Platform Shift
- ▶ 42:52 Benedict Evans So we deal with, with Nvidia, with, with, with Broadcom, with AMD, with Nvidia, with Oracle, and we'll, with petrodollars, um, because you're kind of scrambling to get from 2 times in the scene
- ▶ 52:01 Benedict Evans Like, open source, China, Nvidia, does scaling continue? 2 times in the scene
The Unicorn Founder Who Delegated Everything.
- ▶ 22:34 Jonathan Swanson It's not gold or Bitcoin or Nvidia clusters.
The Chip That Could Unlock AGI.
- ▶ 0:27 Matt Bornstein NVIDIA, TSMC, Google. 3 times in the scene
- ▶ 19:10 Matt Bornstein Put unconventional in the context of the broader industry for me, like Nvidia, TSMC, Google, are, are these, um, you know, potential allies for unconventional? 4 times in the scene
The $700 Billion AI Productivity Problem No One's Talking About
- ▶ 7:55 Russ Fraden It's certainly the bull case for NVIDIA, for OpenAI, for all of the other things that we spend all of our time doing.
The 2045 Superintelligence Timeline: Epoch AI’s Data-Driven Forecast
- ▶ 0:39 Epoch AI Researcher You can look at Nvidia and how much they're selling each year, and you can see whether it keeps on growing, and you can see whether stuff is kind of looking good to continue.
- ▶ 2:51 Epoch AI Researcher Like, you can see, you can look at Nvidia and how much they're selling each year, and you can see whether it keeps on growing, and you can see whether stuff is kind of looking good to continue.
- ▶ 30:15 Epoch AI Researcher Presuming AGI, that's presuming, like, if NVIDIA stock, not stock, revenues keep, like, growing as they sort of previously have, and you assume that they make roughly as much compute from it as before, and so on.
The Brutal Truth About Biotech: Why $2B Per Drug Is Killing Innovation
- ▶ 59:48 Elliot Hershberg And I think there's this interesting question, right, where the largest company in the world, Nvidia, is an infrastructure company.
Amjad Masad & Adam D’Angelo: How Far Are We From AGI?
- ▶ 47:11 Amjad Masad Um, and the main idea there was that if we put a verify on the loop, I remember reading DeepSeq, uh, a paper from Nvidia about how they, um, used DeepSeq to write CUDA kernels and they were able to run DeepSeq for like 20 minutes.
Sacks, Andreessen & Horowitz: How America Wins the AI Race Against China
- ▶ 1:03:48 David Sacks Uh, back in April, uh, 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. 2 times in the scene
Marc Andreessen and Ben Horowitz on the State of AI
- ▶ 34:14 Marc Andreessen You know, NVIDIA has like, you know, the best position probably anybody's ever had in chips, but notwithstanding that, I, I find it hard to believe that there's going to be this level of pressure on infrastructure in five years.
"Is there an AI bubble?” Gavin Baker and David George
- ▶ 3:45 Gavin Baker NVIDIA's at more like 40 times. 3 times in the scene
- ▶ 7:35 Gavin Baker So Nvidia, if they sign a deal with opening AI, they can say, Hey, you can't use our money to buy our chips, but money is fungible, but it's happening at a very small scale. 6 times in the scene
- ▶ 23:29 David George So, okay, I know you love NVIDIA. 6 times in the scene
Building the Real-World Infrastructure for AI, with Google, Cisco & a16z
- ▶ 8:16 Martin Casado So, Google barbed the first, or at least large scale, scale-out commodity servers in production for the web revolution, and now NVIDIA is bringing back the mainframe in a different form. 3 times in the scene
Marc Andreessen & Amjad Masad on “Good Enough” AI, AGI, and the End of Coding
- ▶ 19:06 Amjad Masad Actually, uh, I remember reading, um, a research paper from Nvidia. 2 times in the scene
Why Creativity Will Matter More Than Code | Kevin Rose and Anish Acharya
- ▶ 1:10:18 Kevin Rose And, you know, if you see this stuff, like while I was on the Tim Ferriss show talking about when, you know, um, when, when NVIDIA was hitting their kind of one trillion dollar mark, and I'm like, this is gonna run, because we're at the…
Is AI Slowing Down? Nathan Labenz Says We're Asking the Wrong Question
- ▶ 1:17:13 Nathan Labenz I, I do kind of, um, have some sympathy for the recent decision that the administration made to be willing to sell the H-twenties to China.
Sam Altman on Sora, Energy, and Building an AI Empire
- ▶ 4:23 Sam Altman Like there's people that make, like, you know, Nvidia makes an amazing chip or whatever that a lot of people can use, but
- ▶ 17:33 Erik Torenberg More broadly, you've, you know, in the last few weeks alone, you mentioned AMD, but also Oracle, Nvidia.
Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
- ▶ 0:21 Dylan Patel It's kind of poetic that everything's gone full circle and Intel's sort of crawling to NVIDIA.
- ▶ 0:33 Erik Torenberg Uh, it just so happens that there's some big news, just as we're, as we're having you, NVIDIA, uh, announcing a five billion dollar investment in Intel, and them teaming up to jointly develop custom data centers and busy products. 7 times in the scene
- ▶ 2:53 Dylan Patel Five billion NVIDIA, two billion SoftBank, um, US government was 10. 3 times in the scene
- ▶ 5:49 unnamed speaker Companies from buying the, ah, produced specifically for China NVIDIA chips, so there's just sort of a lot of dominoes falling right now in the semi-market in China, but would love your take overall and, I mean, drill into some detail. 17 times in the scene
- ▶ 8:31 Dylan Patel The H-twenty got banned in the beginning of the year. 2 times in the scene
- ▶ 20:23 Dylan Patel Um, we'll see how long, and we'll see how fast the rest of the, you know, the, the NVIDIA technology advances past what Huawei's capable of, right?
- ▶ 22:26 unnamed speaker Um, well actually, maybe just taking a step back from current events, uh, even though there's so much to talk about right now, um, last time you appeared with us, NVIDIA came up, obviously, uh, and you talked about a couple of the… 8 times in the scene
- ▶ 29:25 unnamed speaker So just pulling out the thread where you talked about, I mean, this is kind of a throwaway comment, but how market share can't really grow just because it's such a dominant market share, and we talked about, or you guys talked about the… 10 times in the scene
- ▶ 33:38 Dylan Patel Whether it be, you know, the H-Twenty, which is more regulatory, but, like, other cases they've ordered and had to cancel.
- ▶ 39:47 unnamed speaker Um, is there anyone akin to a Gwynne Shotwell at SpaceX or previously a Tim Cook to Steve Jobs at Apple that is at NVIDIA today? 14 times in the scene
- ▶ 45:25 Dylan Patel There's a story about how Volta, 2 times in the scene
- ▶ 45:35 Dylan Patel Um, and they decided we should go all in on AI.
- ▶ 47:08 Dylan Patel It's, it's, it's really a question of, and this is like, I think every time I've talked to, uh, you know, some executives at NVIDIA have asked this question, because I really want to know, and, you know, they won't answer it, obviously,… 16 times in the scene
- ▶ 50:48 Dylan Patel Um, CoreWeave, right, like, yeah, everyone's, like, throwing a fuss about it, but it's like, he invested a couple hundred million plus, you know, early on, plus, um, you know, rented a cluster from them for internal development purposes… 4 times in the scene
- ▶ 56:04 unnamed speaker That was, that was Jetson. 2 times in the scene
- ▶ 58:01 Dylan Patel Uh, that's sort of the name of the game today with NVIDIA's hardware. 3 times in the scene
- ▶ 1:04:02 Dylan Patel Like, you aren't using QDNN, which is NVIDIA's, like, library that's, like, super easy to generate your, you know, to generate kernels and stuff, right? 2 times in the scene
- ▶ 1:07:28 Dylan Patel Was, was the 20, 23 Q one NVIDIA not bigger? 2 times in the scene
- ▶ 1:08:10 Dylan Patel They'll deploy NVIDIA networking, um, InfiniBand or Spectrum X, um, and they have really good network engineers.
- ▶ 1:10:44 Dylan Patel If I'm talking about, um, a GV 200, right?
- ▶ 1:22:07 unnamed speaker Um, well, I guess on the topic of just maybe new hardware, um, you had this piece analyzing TCO for GB 200. 8 times in the scene
- ▶ 1:22:21 unnamed speaker Um, but one of the findings that I thought was really interesting was TCO was sort of 1.66 X, uh, H 100 for GB 200. 2 times in the scene
- ▶ 1:24:20 Dylan Patel You know, there's also B. 200. 4 times in the scene
- ▶ 1:24:46 Dylan Patel Um, but, you know, when, when you have a GB, when you have a, uh, H 100, right, box, or H 208 GPUs, one of them fails, you take the entire server offline, you have to fix it, right?
- ▶ 1:27:37 Guido Appenzeller So the, and we just announced the, the Rubin pre-fill cards, like, CTX?
- ▶ 1:34:38 Dylan Patel So, or, or like, you know, if NVIDIA takes the same margin, then, then the cost of this pre-fill chip is much, much lower, and now the whole process is way cheaper and more efficient.
- ▶ 1:35:00 unnamed speaker I probably started with the A-one-hundred, um, and I, I remember helping GNOME at Character, this is summer of June, 20, 23, um, chase down GPUs, and the only thing that mattered at that time was delivery date, because there was a huge…
- ▶ 1:36:27 unnamed speaker Maybe one question to end on for me is just, what era are we in now with Blackwell's coming online? 4 times in the scene
- ▶ 1:36:58 Dylan Patel It turned out that, um, multiple major neoclouds had sold out of hopper capacity. 3 times in the scene
Faster Science, Better Drugs
- ▶ 54:21 Patrick Hsu And, um, you know, we created our own virtual cell challenge at virtualcellchallenge.org where we have, you know, a 100,000 dollar prizes sponsored by NVIDIA and Tenex Genomics and Ultima and others.
Chris Dixon on How to Build Networks, Movements, and AI-Native Products
- ▶ 5:06 Chris Dixon It's a, it's this kind of puzzle in a way of why in tech, you know, you have these very strong incumbents who seem to miss, um, you know, and I think you could tell the story today about maybe Intel and NVIDIA or something like Intel.
Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
- ▶ 0:00 Dylan Patel NVIDIA's gonna have better networking than you. 8 times in the scene
- ▶ 13:56 Erik Torenberg I want to shift to Nvidia. 3 times in the scene
- ▶ 22:04 Dylan Patel So, so I think, I think that's the biggest threat to NVIDIA is that people figure out how to use Custom Silicon more broadly. 6 times in the scene
- ▶ 27:28 Dylan Patel There's, there's a lot of capital being invested to dispel sort of Nvidia's top dollar or top position. 16 times in the scene
- ▶ 35:40 Dylan Patel Um, China, there's like provinces in China that have like rules that say the H-Twenty is not efficient enough to be deployed, which is like super bizarre because it's clearly the best AI chip China has.
- ▶ 36:21 Dylan Patel Um, they would, they like, you know, Jensen keeps saying he couldn't give away H-Twenty in America for free, but I've literally like heard companies like say, like now say like, yeah, no, I mean, I wouldn't because like, I only have this… 6 times in the scene
- ▶ 37:31 unnamed speaker Because they want Huawei to be better than NVIDIA. 5 times in the scene
- ▶ 38:48 Dylan Patel We, what we see is that like, even with H-Twenty being sold to China, into China, um, and, and, and future versions of the chip, H-Twenty-E and other chips, um, we still see like Chinese companies like Alibaba, uh, renting GPUs outside of…
- ▶ 56:37 Dylan Patel It's like, well, NVIDIA's gonna spend tons and tons of cash, um, or, uh, they're gonna spend, like, you know, tens of billions of dollars of taxes, 6 times in the scene
This Week in AI: GPT-5 Ships, 4o Pulled Back, Grok Imagine Goes Social
- ▶ 19:48 Olivia Moore Everyone has a selfie with Jensen and Nvidia.
Steven Sinofsky & Balaji Srinivasan on the Future of M&A, AI & Tech
- ▶ 40:18 Steven Sinofsky Like, NVIDIA almost got overtaken by a, um, a PE raider because it bought a modem company.
Dwarkesh Patel and Noah Smith on AGI and the Economy
- ▶ 10:32 Dwarkesh Patel Like, the marginal cost of keeping an H 100 running is much lower than the cost of keeping a human alive for a year.
- ▶ 14:31 Dwarkesh Patel Um, an H 100 costs 40,000 dollars today. 3 times in the scene
- ▶ 35:50 Dwarkesh Patel The reason I find that implausible is that I, I think that is, that will be true in the short term because, um, right now there's ten million H 100 equivalents in the world. 8 times in the scene
The Future of AI Video: How Fal.ai is Making AI Video Faster & Easier
- ▶ 28:43 unnamed speaker It's going to get outdated because NVIDIA has like 50 people working on these sort of stuff.
The Future of Software Development - Vibe Coding, Prompt Engineering & AI Assistants
- ▶ 22:38 Matt Bornstein Ok, like NVIDIA has sort of a moat because chip designs are hard to copy, but if you go sort of up or down, they're all sort of manufactured at the same place, right, at TSMC. 2 times in the scene
Former Microsoft Executive on Apple’s Hidden China Problem
- ▶ 32:08 Steven Sinofsky We actually built a whole metallurgy plant to do injective magnesium alloy for the original Surface computer that ran NVIDIA chips and all this other stuff.
Hey Tech, Come to Healthcare
- ▶ 30:10 Vijay Pande But NVIDIA is, you know, an overnight success, what, three years in the making? 2 times in the scene
Jensen Huang & Arthur Mensch: Why Every Nation Needs Its Own AI Strategy
- ▶ 33:06 unnamed speaker And then last year, NVIDIA and Mistral worked on a jointly trained model called Mistral Nemo. 4 times in the scene
- ▶ 42:10 unnamed speaker You've remarked that NVIDIA is the smallest big company in the world. 3 times in the scene
- ▶ 48:24 unnamed speaker NVIDIA sells GPUs to AWS, which is building its own chips called Tranium. 6 times in the scene
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