NVIDIA, every mention
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every year anyone Ben Gilbert 553David Rosenthal 488Jensen Huang 45Morris Chang 22John Bathgate 8Steve Ballmer 3Eric Yuan 3Michael Lewis 2Peter Gassner 1Hamilton Helmer 1
Verbatim, from the transcripts: the passages where NVIDIA comes up
The Walt Disney Company: The most successful enterprise for monetizing human nostalgia (Audio) · Acquired
- ▶ 31:02 Ben Gilbert Sort of like they're building their own chips while still buying Nvidia.
Vanguard: The communist capitalist who saved investors a trillion dollars (Audio) · Acquired
- ▶ 3:37:36 Ben Gilbert So think Nvidia, Amazon, Meta, TSMC, Nike.
10 Years of Acquired (with Michael Lewis) · Acquired
- ▶ 52:25 Ben Gilbert So originally when we had the idea in 2021 to do NVIDIA, we thought we were like an interview show then.
- ▶ 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?
- ▶ 53:01 Ben Gilbert And then in twenty-twenty-two, we did our NVIDIA part one.
- ▶ 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.
- ▶ 53:47 Michael Lewis But that, but you did an interview episode with him, but it doesn't do as well as your own NVIDIA episode.
- ▶ 53:52 Ben Gilbert That one may have been, like, at some particular peak of NVIDIA buzziness, so it was our, probably our then largest episode.
- ▶ 2:02:13 Michael Lewis But Tesla and NVIDIA and, and, and Microsoft and Google and they, people don't really get them explained to them.
Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired
- ▶ 3:21:01 David Rosenthal But there is a direct connection between Trader Joe's and NVIDIA.
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 2:50 Ben Gilbert So think OpenAI and ChatGPT, Anthropic, NVIDIA hitting all-time highs.
- ▶ 3:27 Ben Gilbert They're a chip company with their Tensor Processing Units, or TPUs, which is the only real scale deployment of AI chips in the world besides Nvidia GPUs.
- ▶ 30:51 David Rosenthal Ben, do you remember from our NVIDIA episodes my favorite piece of trivia about Jeff Hinton?
- ▶ 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.
- ▶ 49:55 David Rosenthal Nvidia.
- ▶ 50:23 David Rosenthal They buy two NVIDIA GeForce GTX five eighties, which were NVIDIA's top of the line gaming cards at the time.
- ▶ 50:33 David Rosenthal The Toronto team rewrites their neural network algorithms in CUDA, NVIDIA's programming language.
- ▶ 51:10 David Rosenthal And B, this event is what sets Nvidia on the path from a somewhat struggling PC gaming accessory maker to the leader of the AI wave and the most valuable company in the world today.
- ▶ 1:42:17 Ben Gilbert From Nvidia.
- ▶ 1:42:35 Ben Gilbert As an aside, let's look at Nvidia at the time.
- ▶ 1:42:48 David Rosenthal I mean, NVIDIA is primarily a consumer graphics card company at this point.
- ▶ 1:42:55 Ben Gilbert It's almost like Google gave NVIDIA a secret that, hey, not only does this work in research like the ImageNet competition, but neural networks are valuable enough to us as a business to make a hundred plus million dollar investment in…
- ▶ 1:43:17 Ben Gilbert This had to really give NVIDIA the confidence, oh, we should way forward invest on this being a giant thing in the future.
- ▶ 1:44:27 David Rosenthal It looks like we're just gonna be shipping hundreds of millions, soon to be billions of dollars over to NVIDIA every year for the foreseeable future.
- ▶ 1:49:54 Ben Gilbert For reference, Nvidia shipped, people don't know for sure, somewhere around four million GPUs last year.
- ▶ 1:50:00 Ben Gilbert So people talk about AI chips like it's this just, oh, one horse race with Nvidia.
- ▶ 1:50:05 Ben Gilbert Google has like an almost NVIDIA scale internal thing making their own ships at this point for their own and for Google Cloud customers.
- ▶ 2:11:50 Ben Gilbert OpenAI is not going to go buy a bunch of NVIDIA GPUs and then build their own data center
- ▶ 2:17:49 David Rosenthal As is the Nvidia stock price.
- ▶ 3:11:53 Ben Gilbert This is like Nvidia pace, how often they're shipping.
- ▶ 3:18:48 Ben Gilbert They're the fourth most valuable company in the world behind Nvidia, Microsoft, and Apple.
- ▶ 3:28:30 Ben Gilbert But in Google Cloud, you can use TPUs, which they make a ton of, and everyone else is desperately begging NVIDIA for allocations to GPUs.
- ▶ 3:29:37 Ben Gilbert Nvidia.
- ▶ 3:29:39 Ben Gilbert They just have chips.
- ▶ 3:29:40 Ben Gilbert And they have the best chips, and the chips everyone wants, but chips.
- ▶ 3:31:37 Ben Gilbert Are they trying to build an NVIDIA-type business where they make money selling chips?
- ▶ 3:34:02 Ben Gilbert I mean, that's the other crazy thing, is you look at the clouds have self-sustaining funding, Nvidia has self-sustaining funding, none of the model makers
- ▶ 3:36:51 Ben Gilbert Everyone is paying NVIDIA 75, 80% gross margins, implying something like a four or five X markup on what it costs to make the chips.
- ▶ 3:37:01 Ben Gilbert A lot of people refer to this as the Jensen tax or the NVIDIA tax.
- ▶ 3:37:12 Ben Gilbert Anyone who doesn't make their own chips is paying a giant, giant premium to NVIDIA.
- ▶ 3:37:30 Ben Gilbert When working with Google on the TPU versus Nvidia's 80%, but that's still a huge difference to play with.
- ▶ 3:38:36 Ben Gilbert He was talking about Blackwell, and he said something about Hopper, and he was like, eh, you don't want Hopper.
- ▶ 3:38:36 Ben Gilbert He was talking about Blackwell, and he said something about Hopper, and he was like, eh, you don't want Hopper.
- ▶ 3:38:41 Ben Gilbert My sales guys are gonna hate me, but like, you really don't want Hopper at this point.
- ▶ 3:38:43 Ben Gilbert I mean, these were the H 100.
- ▶ 3:38:46 Ben Gilbert This was the hot chip just when we were doing our most recent NVIDIA episode.
- ▶ 3:39:37 Ben Gilbert We actually interviewed him at the NVIDIA GTC pregame show, and he pointed out, normally, like in historical technology eras, it hasn't been that important to be the low-cost producer.
- ▶ 4:05:37 Ben Gilbert If you liked this episode, go check out our episode on the early history of Google and the 20 tens with our Alphabet episode, and of course, our series on Microsoft and NVIDIA.
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.
- ▶ 3:12:04 David Rosenthal Amazon's PE is 35, Microsoft is 37, Nvidia is 46, Apple is 30, and Meta is 27, and Google Alphabet is down at 20.
- ▶ 3:12:19 David Rosenthal They're growing revenue just as fast, if not faster, than all of those companies except Nvidia.
The Steve Ballmer Interview · Acquired
- ▶ 1:30:54 Steve Ballmer One trick pony NVIDIA.
- ▶ 1:30:57 Steve Ballmer Is it one trick pony?
- ▶ 1:31:04 Steve Ballmer You can decide whether to call it a trick or not, but I'm not taking anything away from Nvidia, and I should know the company better.
- ▶ 1:33:13 David Rosenthal If we call Nvidia's first trick a full trick, then Xbox is a full trick.
Epic Systems (MyChart) · Acquired
- ▶ 1:40:38 David Rosenthal Is it NVIDIA and Dell are calling, you know, yeah, AI factories now?
- ▶ 2:38:38 David Rosenthal It's an incredible company, and Ben and I are excited to be investors in their recent funding round alongside NVIDIA Founders Fund and a whole slate of other great investors, too.
- ▶ 3:30:39 Ben Gilbert I mean, Jensen's 31 years into Nvidia.
Indian Premier League Cricket (Audio) · Acquired
- ▶ 2:36:32 David Rosenthal It's an incredible company, and Ben and I are excited to be investors in their recent funding round alongside NVIDIA, Founders Fund, and a whole slate of other great investors, too.
TSMC founder Morris Chang · Acquired
- ▶ 0:50 Ben Gilbert After becoming obsessed with semiconductors from our TSMC episode four years ago, David and I wound our way through the rest of the industry, studying fabless companies like Nvidia and Qualcomm, architecture companies like ARM,
- ▶ 2:05 Ben Gilbert Chang shares in his memoir about Apple, NVIDIA, and the birth of the fabulous industry.
- ▶ 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?
- ▶ 4:01 Morris Chang Uh, uh, and the letter said that, um, they were NVIDIA, the company that, uh, Jensen was the CEO of,
- ▶ 4:47 Morris Chang Because NVIDIA really wanted to do business with, uh, PSMC.
- ▶ 5:40 Ben Gilbert And at this point, NVIDIA was four years old.
- ▶ 5:43 Morris Chang They were facing bankruptcy, I think.
- ▶ 5:47 Morris Chang And they had, uh, maybe 50 or 60 employees.
- ▶ 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.
- ▶ 7:58 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.
- ▶ 9:02 Morris Chang Not only did it solve, uh, Nvidia's financial, uh, problems, uh, it, uh, prevented from being bankrupt, you know.
- ▶ 9:13 Morris Chang Not only did it do that, it also started to make them a major customer of TSMC.
- ▶ 9:21 Morris Chang Within two or three years, they were, they did become one of the biggest five, uh, customers.
- ▶ 9:41 Ben Gilbert Nvidia would design them.
- ▶ 9:51 Ben Gilbert And I want to go to this moment in 2009 on the 40 nanometer node where development was slower than TSMC had hoped, and it was costing customers like Nvidia time and money.
- ▶ 11:33 Morris Chang He had not offered NVIDIA anything.
- ▶ 11:37 Morris Chang Now, as far as the manufacturing problem was concerned, it was a yield problem, and everybody was suffering from it, and of course, NVIDIA at that time was perhaps the biggest customer of that node, the 40 nanometer node.
- ▶ 12:26 Morris Chang I was getting a little impatient, ah, and then of course some other problems popped up, other problems then, this 40 nanometer Nvidia problem other.
- ▶ 13:02 Morris Chang And one of them was this continuing problem, continuing argument, controversy with NVIDIA.
- ▶ 14:39 Morris Chang Manufacturing problem and the, uh, problem with the argument that we were having with, uh, NVIDIA.
- ▶ 21:03 Morris Chang You mean customer issue being, uh, Nvidia?
- ▶ 29:25 Ben Gilbert How did you resolve the Nvidia dispute?
- ▶ 29:44 Morris Chang How to resolve the problem with NVIDIA.
- ▶ 29:57 Morris Chang I mean, NVIDIA was just one of the customers.
- ▶ 29:59 David Rosenthal Yeah, not just NVIDIA, but Qualcomm and Intel.
- ▶ 30:26 Morris Chang And I called, uh, the, the, uh, salespeople that were in direct, that had been in direct contact with NVIDIA.
- ▶ 31:00 Morris Chang I mean, it was, as I just said, it wasn't just for NVIDIA.
- ▶ 31:09 Morris Chang But NVIDIA, because, um, they, they had borne the brunt of the, the, the problem, the damage.
- ▶ 31:31 Morris Chang And I, I also knew that NVIDIA's customers were, were after them, you know.
- ▶ 31:39 Morris Chang They had demands on NVIDIA too.
- ▶ 1:04:49 David Rosenthal You were the one finding the NVIDIA's, the Jensen's, the Broadcom's, the Next.
- ▶ 1:45:36 Ben Gilbert They do have the conflict where they also design chips, which is competing with Apple's chip designers or Nvidia's chip designers or any other.
- ▶ 2:24:32 Ben Gilbert Um, so they're, you know, they're not NVIDIA, they're not ARM, they're not Cadence Synopsys, they're not ASML, like they're not their own equipment vendor.
- ▶ 2:27:12 Ben Gilbert Um, uh, designers, you know, Apple, Nvidia.
- ▶ 2:28:57 David Rosenthal I mean, this would be, like, if there were two universities on the NVIDIA campus.
- ▶ 2:32:14 Ben Gilbert Lots of Nvidia GPUs and lots of iPhone chips.
- ▶ 2:40:48 Ben Gilbert Right, or in Nvidia's case, how big is AI going to be?
- ▶ 2:53:19 Ben Gilbert NVIDIA, we've got four of them at this point.
- ▶ 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
- ▶ 0:13 Ben Gilbert And interestingly, it predates our NVIDIA episodes.
- ▶ 0:43 Ben Gilbert They're powering the AI wave, manufacturing all of NVIDIA's chips.
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