Jensen Huang, every mention
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every year anyone David Rosenthal 203Ben Gilbert 106Morris Chang 27Mark Zuckerberg 4Peter Gassner 2Eric Yuan 1
Verbatim, from the transcripts: the passages where Jensen Huang comes up
10 Years of Acquired (with Michael Lewis) · Acquired
- ▶ 52:23 Ben Gilbert Because it kind of worked with Jensen too.
- ▶ 52:50 Ben Gilbert And so in twenty-twenty-one, we emailed NVIDIA through the warmest connection we could find and said, can we interview Jensen?
- ▶ 52:56 David Rosenthal Can we interview Jensen?
- ▶ 53:08 Ben Gilbert And then we got a note from NVIDIA saying, Jensen has listened and wants to know who your inside sources are because it's the most correct telling of NVIDIA's story ever.
Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired
- ▶ 3:20:40 David Rosenthal Joe was on the board of Denny's while a young high school-aged Jensen Huang was a busboy and waiter slinging sausages at Denny's.
- ▶ 3:21:06 Ben Gilbert Trader Joe and Jensen Huang
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 47:02 David Rosenthal The other part of it was what Jensen at NVIDIA always calls the big bang moment for AI, which was AlexNet.
- ▶ 50:55 David Rosenthal So when Jetson says that this was the big bang moment of artificial intelligence, hey, he's right.
- ▶ 1:43:12 Ben Gilbert We gotta ask Jensen about this at some point.
- ▶ 3:37:01 Ben Gilbert A lot of people refer to this as the Jensen tax or the NVIDIA tax.
- ▶ 3:38:32 Ben Gilbert Or think about what Jensen said at, um, we were at GTC this year.
Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
- ▶ 12:49 Ben Gilbert Yeah, maybe Jensen, Curtis, and Chris, and NVIDIA, but over time, you know, it kind of became Jensen.
Epic Systems (MyChart) · Acquired
- ▶ 3:30:39 Ben Gilbert I mean, Jensen's 31 years into Nvidia.
- ▶ 3:31:10 David Rosenthal And as you've alluded to, I mean, she really is like Jensen.
Rolex (Audio) · Acquired
- ▶ 3:22:44 David Rosenthal But they also were like Jensen or, or, or Morris were like, well, yeah, I bet the company, but I knew I'd be right.
- ▶ 3:23:20 Ben Gilbert But yes, I think your thing about Jensen's exactly right.
TSMC founder Morris Chang · Acquired
- ▶ 1:13 Ben Gilbert We asked friend of the show, Jensen Huang, if he would ask Dr.
- ▶ 1:23 David Rosenthal Uh, it is, uh, kind of insane and super cool that Jensen made time to help us with this.
- ▶ 1:28 David Rosenthal Uh, it's, uh, it's not like he doesn't have a lot of other things going on.
- ▶ 3:23 David Rosenthal We thought as a fun way to start things off would actually be to talk about the man who introduced us.
- ▶ 3:29 David Rosenthal Could you tell us a little bit in your words about your relationship with Jensen and TSMC's special relationship with NVIDIA?
- ▶ 3:38 Morris Chang Yeah, it started, um, my relationship with Jensen started with a letter that he sent to me.
- ▶ 4:01 Morris Chang Uh, uh, and the letter said that, um, they were NVIDIA, the company that, uh, Jensen was the CEO of,
- ▶ 4:45 Morris Chang Would I please contact Jensen?
- ▶ 6:21 Morris Chang So the following week, I went to, uh, uh, California, and, uh, uh, I called him back without advance notice.
- ▶ 6:33 Morris Chang I, I called Jensen.
- ▶ 6:36 Morris Chang I think there was telephone number on the stationery that he sent me the letter on.
- ▶ 6:43 Morris Chang Jensen himself picked up the phone.
- ▶ 6:46 Morris Chang And there was a lot of background noise, so there were, I mean, his, he had, he was arguing something with, uh, uh, his people.
- ▶ 7:04 Morris Chang He immediately shouted to those people that were making noises.
- ▶ 7:10 Morris Chang He said, quiet.
- ▶ 7:16 Morris Chang So, so, uh, I then proceeded to make an appointment with him, uh, to visit him, to visit NVIDIA, uh, uh, the next day or something like that.
- ▶ 7:36 Morris Chang Visit our first meeting and he immediately impressed me with, um, his, um, articulateness and also, uh, impressed me with his, uh, optimism.
- ▶ 7:55 Morris Chang I, well, he was also very frank.
- ▶ 7:58 Morris Chang He told me that NVIDIA was in financial difficulties, but the chip that he wanted now to have found would not only, ah, save the company, it would also, ah, make NVIDIA a major customer of TSMC.
- ▶ 8:31 Morris Chang And, uh, to be a major, uh, customer of ours, he would have to produce revenue for us of, uh, at least, uh, fifty million, uh, a year.
- ▶ 8:59 Morris Chang In fact, his prediction came true.
- ▶ 13:12 Morris Chang Anyway, uh, I remember, uh, in the first few days, uh, after I took back the, uh, CEO ship, uh, I called all the major customers, including Jensen.
- ▶ 13:47 Morris Chang And, uh, in my call with Jensen, um, uh, he, uh, he was, uh, still, uh, very friendly with, with me, uh, but, uh, he also, uh, reminded me in a very serious tone that we had the quality delivery manufacturing problem on the 40 nanometer.
- ▶ 31:52 Morris Chang So about a month after I retook the CEO job, I sent an email to Jensen.
- ▶ 32:34 Morris Chang Now, uh, immediately, uh, he sent back, uh, an email.
- ▶ 32:40 Morris Chang He said, when do we discuss business then?
- ▶ 32:47 David Rosenthal Did he ask who was gonna pay for the pizza and salad?
- ▶ 32:51 Morris Chang He didn't ask that.
- ▶ 33:53 Morris Chang So at Evercore Shop, uh, it was I who looked at the watch and said, Jensen, why don't we go to your study, you know.
- ▶ 34:01 Morris Chang And I gave him the offer.
- ▶ 34:39 Morris Chang Which was what he had suggested to the previous CEO anyway, that we go to the arbitrator, you know.
- ▶ 35:09 Morris Chang After, ah, as I said, weeks of work, ah, on my part.
- ▶ 35:20 Ben Gilbert And did Jensen accept the offer?
- ▶ 35:23 Morris Chang He did, ah, in two, within two days.
- ▶ 1:04:49 David Rosenthal You were the one finding the NVIDIA's, the Jensen's, the Broadcom's, the Next.
- ▶ 1:36:19 Ben Gilbert You sound like Jensen.
- ▶ 1:36:20 David Rosenthal We sound, that's exactly what Jensen said.
- ▶ 2:36:41 Ben Gilbert But, uh, I think he even said to Jensen, uh, in the first few years of TSMC, growth wasn't very high because we were waiting for the customers to emerge.
- ▶ 2:53:21 Ben Gilbert Uh, one of them's an interview with Jensen, and then we've got the whole history of the company across three different episodes.
TSMC · Acquired
- ▶ 1:17:34 David Rosenthal Well, maybe they have other foundries too, but the vast majority of their business, Jensen talks about this, Jensen Huang.
IKEA (Audio) · Acquired
- ▶ 12:01 David Rosenthal He is like Jensen and Mark Zuckerberg, all in one.
The Mark Zuckerberg Interview · Acquired
- ▶ 1:26 David Rosenthal We had surprise appearances from Jensen Huang, Daniel Ek, Emily Chang, and of course, we had the one and only Mike Taylor, the artist who sings, who got the truth, performing live.
- ▶ 5:38 Mark Zuckerberg I was watching Jensen's video correcting the record, and I was thinking to myself, we might need to book the next one of these for all the things I'm going to have to apologize for that I'm going to say tonight.
- ▶ 6:11 Mark Zuckerberg I, I think there's something to Jensen's original sentiment, which is that the entrepreneurial journey is very challenging, especially the early days when you're
- ▶ 6:44 Mark Zuckerberg So, I mean, I do think that there's something to what Jensen was saying that I thought was very honest, and
- ▶ 9:00 Mark Zuckerberg It's also, I think, part of the beauty of building things, and, um, but, you know, this is something that Jensen talks a lot about, too, right?
- ▶ 24:52 David Rosenthal This is what Jetson told us.
- ▶ 1:20:57 David Rosenthal I mean, there's Jensen.
- ▶ 1:24:46 Ben Gilbert Apple, Steve Jobs, Bill Gates, Microsoft, NVIDIA, Jensen.
- ▶ 1:25:14 David Rosenthal About NVIDIA under Jensen that that is the case.
Chase Center + Summer Update (Audio) · Acquired
- ▶ 12:09 Ben Gilbert We do have the opportunity to interview someone like Jensen, like Charlie, like Dara from Uber, where we have covered the business in the past, or perhaps someone like Howard Schultz is willing to spend the 5:06 hours with us that it takes…
Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
- ▶ 28:14 David Rosenthal Even without the microprocessor actually being there and having access, it's just like NVIDIA, you know, like when Jensen was like, no, we gotta build an emulator and simulate this, and then we're gonna ship it sight unseen.
- ▶ 1:07:48 Ben Gilbert And to put that in context, he's only seven years older than Jensen Huang.
- ▶ 1:23:00 David Rosenthal And Jensen brought up ServiceNow and their partnership many times throughout the keynote.
- ▶ 2:41:13 David Rosenthal Jetson Huang put it to us in our interview, Microsoft was gonna be positioned to catch it.
- ▶ 3:15:32 David Rosenthal 93 Jensen starts NVIDIA.
- ▶ 3:42:08 Ben Gilbert Zuckerberg with the metaverse or Jensen with betting the whole company and going all in again on AI versus
Hermès (Audio) · Acquired
- ▶ 2:51:19 Ben Gilbert And Jensen will be speaking to 10,000 people live in person.
Novo Nordisk (Ozempic) · Acquired
- ▶ 1:10:48 David Rosenthal Yeah, we waved high when we were there to hang out with Jensen.
Holiday Special 2023 (Audio) · Acquired
- ▶ 16:31 David Rosenthal Daniel Ek, Dara Khosrowshahi from Uber, Jensen from Nvidia, and then Charlie.
- ▶ 38:46 Ben Gilbert And so the year went on, we had the opportunity to then interview Jensen as he's becoming the most highlighted CEO of one of the top five most important companies in the entire world.
- ▶ 39:14 Ben Gilbert Except for, you know, Charlie and Jensen.
- ▶ 39:28 David Rosenthal And then I think we kind of crystallized this by the time Jensen and Charlie happened.
- ▶ 40:58 Ben Gilbert But the place where I can be one of the best in the world is if I have done hundreds and hundreds and hundreds of hours of research on a topic, you know, we can start with Jensen on the Revo-one-twenty-eight.
- ▶ 41:39 David Rosenthal It's not like we need to go carve out time to do a hundred hours of work to go interview Jensen or Charlie.
- ▶ 42:01 Ben Gilbert Jensen was bigger than any previous season episode.
- ▶ 42:25 Ben Gilbert You know, we have seen just as many people, 92 days later, which is what today is, referencing the Jensen interview that we would see referencing the Nike episode, 92 days later.
- ▶ 43:54 Ben Gilbert If you're sitting around waiting serendipitously for a Charlie Munger or a Jensen interview to happen, which is basically what we've decided the strategy is for guests.
- ▶ 45:01 David Rosenthal So I completely obviously agree with you, you know, on the implications for the business model and not slot filling, and you can't predict when serendipitously you're going to get a chance to interview Jensen or interview Charlie, but
- ▶ 45:31 Ben Gilbert I mean, who are the people that we feel like we've studied the way that we studied Jensen, but we haven't had a conversation with yet?
- ▶ 49:40 David Rosenthal Jensen may be on his way to becoming that.
- ▶ 50:29 Ben Gilbert One other behind the scenes point to make, which I think listeners might find interesting on these four, Daniel, Dara, Jensen, and Charlie, they all were these massive lead time interviews.
- ▶ 50:54 Ben Gilbert Jensen, I think we originally reached out to NVIDIA before we started our NVIDIA part one research almost two years ago and said, hey, would Jensen, and this was a very different time for Acquired.
- ▶ 51:08 Ben Gilbert We thought the dream is to interview Jensen, not the dream is to go learn as much as we can about NVIDIA and tell the story ourselves.
- ▶ 51:14 Ben Gilbert And we reached out and said, can we interview Jensen?
Charlie Munger (Audio) · Acquired
- ▶ 0:01 David Rosenthal Ben, when we teased this episode in the email about the Jensen episode that we just released, the guesses that we were getting from folks were amazing.
Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
- ▶ 0:12 David Rosenthal I know Jensen is a Denny's guy, but I feel like he would meet us at Bucks if we asked him.
- ▶ 2:56 David Rosenthal Well, that is definitely what Jensen believes.
- ▶ 5:01 David Rosenthal I think Jensen maybe wishes we all had forgotten about this in one of Nvidia's earnings slides in 2021.
- ▶ 7:39 David Rosenthal But the crazy thing is that, of course, at least in this timeframe, most things on Jensen's trillion dollar TAM slide have not come to pass.
- ▶ 11:07 David Rosenthal So, GPUs, NVIDIA graphics cards, accelerated computing, what Jensen and the company likes to call this,
- ▶ 12:26 David Rosenthal Yeah, it was pretty useful stuff, and this Alex Knapp moment and these three researchers from Toronto kicked off, you know, Jensen calls it, and he's absolutely right, the Big Bang moment for AI.
- ▶ 29:15 David Rosenthal So at Spring GTC this year, Jensen did a fireside chat with Ilya, and it's amazing.
- ▶ 29:27 David Rosenthal Jensen kind of poses as a straw man, like, hey, some people say that
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