Jensen Huang
32 statements across 9 episodes · 13 bullish · 2 bearish · 5 people on the record · first statement Mar 28, 2022 by Ben Gilbert · said 343 times in 28 episodes since 2022 · across every show →
On the record as a speaker too: Jensen Huang's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by David Rosenthal (203), Ben Gilbert (106), Morris Chang (27), Mark Zuckerberg (4), Peter Gassner (2), Eric Yuan (1)
tap a year for its mentions
2025 56 mentions in 8 episodes 7 per episode
- TSMC founder Morris Chang · Acquired
- Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- 10 Years of Acquired (with Michael Lewis) · Acquired
- Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired
- Epic Systems (MyChart) · Acquired
- Rolex (Audio) · Acquired
- Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
- TSMC · Acquired
- every mention in 2025, scene by scene →
2024 19 mentions in 6 episodes 3 per episode
- The Mark Zuckerberg Interview · Acquired
- Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
- IKEA (Audio) · Acquired
- Chase Center + Summer Update (Audio) · Acquired
- Hermès (Audio) · Acquired
- Novo Nordisk (Ozempic) · Acquired
- every mention in 2024, scene by scene →
2023 76 mentions in 4 episodes 19 per episode
2022 192 mentions in 10 episodes 19 per episode
- Nvidia: The GPU Company (1993-2006) · Acquired
- Nvidia: The Machine Learning Company (2006-2022) · Acquired
- The Playbook: Lessons from 200+ Company Stories · Acquired
- Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner) · Acquired
- American Dynamism (with Katherine Boyle) · Acquired
- Stratechery (with Ben Thompson) · Acquired
- Holiday Special 2022 · Acquired
- Qualcomm · Acquired
- 2 more episodes that year, every mention in 2022 →
Everything said about Jensen Huang, oldest first
Mar 28, 2022 bullish
Gilbert: Jensen Huang remains an underrated CEO despite Nvidia's huge hype
“And as hyped as Nvidia has been, you know, over the last five years, obviously with the stock run up and everyone's excitement around the company, I think Jensen is still an underrated CEO, even rated. Where the Nvidia bulls have put him.”
Mar 28, 2022 neutral
Gilbert: AMD's acquisition of Nvidia failed over Huang's CEO demand
“AMD tried to buy Nvidia to make that their graphics line, and it was possible because it's not like the stock was blowing up at this point in time, and it had this sort of few years of reasonable stagnation before we get into late 2006, 2007, and certainly peo…”
Mar 28, 2022 positive
Apr 20, 2022 neutral
Dec 19, 2022 positive
Sep 6, 2023 neutral
Nvidia operates with no designated active succession plan for CEO Jensen Huang
“I don't think there's anyone else there where they're, like, getting ready for that person to take over. I think The company is a extension of Jensen's thoughts and will and drive and belief about the future, and that's kind of what happens.”
Sep 6, 2023 neutral
Nvidia projected a $1 trillion TAM by capturing 1% of global industry
“In one of Nvidia's earnings slides in 2021. They put up their total addressable market and they said they had a one trillion dollar TAM. And the way that they calculated this was that they were going to serve customers who Provided a hundred trillion dollars w…”
Oct 16, 2023
Oct 16, 2023
Oct 16, 2023 bullish
Oct 16, 2023 bullish
Oct 16, 2023 negative
Huang says he wouldn't have started NVIDIA if he knew the suffering
“The reason why I wouldn't do it, and it goes back to why it's so hard, is building a company and building a video turned out to have been a million times harder than I expected it to be, any of us expected it to be. And at that time, if we realized the pain an…”
Oct 16, 2023
Oct 16, 2023
Oct 16, 2023 positive
Oct 16, 2023
Huang says traditional managers rely on information asymmetry, unlike at NVIDIA
“In a command and control system, the person who you reports to has more power than you. And the reason why they have more power than you is because they're closer to the source of information than you are. In our company, the information is disseminated fairly…”
Oct 16, 2023 positive
Huang: An entrepreneur's superpower is asking 'how hard can it be?'
“And I think that that's kind of the superpower of a entrepreneur. They don't know how hard it is, and they only ask themselves, how hard can it be? And to this day, I trick my brain into thinking, how hard can it be? Because you have to.”
Oct 16, 2023 bullish
Oct 16, 2023 positive
Oct 16, 2023 neutral
Oct 16, 2023 positive
Huang: Enabling an ecosystem in an early market builds a network moat
“Oftentimes, if you created the market, you ended up having, you know, what people describe as moats. Because if you build your product right, and it's enabled an entire ecosystem around you, To help serve that end market, you've essentially created a platform.…”
Oct 16, 2023
Huang: Betting the farm requires prefetching and simulating all future risk
“And so when you push your chips in, what you're really doing is you're, when you bet the farm, you're saying, I'm going to take everything in the future, all the risky things, and I'm going to pull it in advance. And that is probably the lesson. And to this da…”
Oct 16, 2023 negative
Huang: Startup financial forecasts matter far less than core defensibility
“It turns out that making a financial forecast that nobody knows is going to be right or wrong turns out not to be that important. But the important things that a business plan probably could have teased out, I think that the art of writing a business plan ough…”
Oct 16, 2023
Oct 16, 2023 neutral
Huang: Leaders should take inspiration from business books without adopting them
“Enjoy it, be inspired by it, but not to adopt it. That's not the whole point of these books. The whole point of these books is to share their experiences, and you, you're supposed to ask, you know, what does it mean to me in my world, and what does it mean to …”
Oct 16, 2023 neutral
Oct 16, 2023 neutral
Dec 18, 2023 bullish
Gilbert: Munger and Huang were Acquired's biggest episodes ever
“Charlie and Margaret was by far our biggest episode ever. Jensen was bigger than any previous season episode. Dara and Daniel were right around the ballpark of what our season episodes were doing at that point in time when we had interviewed them.”
Sep 18, 2024 positive
Zuckerberg: Underestimating future suffering enables people to build ambitious things
“I think there are, like, a lot of people for whom, you know, if you knew how painful, ah, it would be along the way, you wouldn't get started. But then, you know, I think that that's one of the things that's good about human nature, is you can underestimate ho…”
Sep 30, 2024
Huang: Nobody would start NVIDIA knowing 32 years of hardship beforehand
“The mountain of it in the course of 31 years, if I were to take all of that all the challenges and all the hardship and all the pain and suffering of the last 32 years, and I would have compressed it into the brain of a twenty-nine-year-old, there is no way th…”
Sep 30, 2024 positive
Jan 27, 2025
Chang: TSMC Offered NVIDIA Over $100M with 48-Hour Deadline
“Yes. More than a hundred million. And I also said, our offer is effective, 48 hours. If you do not, there is not going to be, we are not going to argue, we are not going to bargain. If you don't accept the offer within 48 hours, we will have to go to an arbitr…”