Nvidia, every mention

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Verbatim, from the transcripts: the passages where Nvidia comes up

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▶ 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.

▶ 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

▶ 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.

▶ 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.

▶ 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.

▶ 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,

▶ 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…

▶ 5:28 Owen Jennings I think it's basically like Nvidia and Meta that are ahead of us.

▶ 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.

▶ 31:22 Ben Horowitz We'll see how it plays out, but like, I think like, even like the Nvidia multiples,

▶ 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

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