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
TSMC · Acquired
- ▶ 3:18 Ben Gilbert If you're excited at all about Nvidia, AMD, Qualcomm, or even any of the chips that Amazon, Microsoft, Facebook, Apple are making,
- ▶ 1:06:24 Ben Gilbert So today, I think Apple, NVIDIA, Qualcomm.
- ▶ 1:17:16 David Rosenthal You know, little companies like Qualcomm, Broadcom, Marvell, NVIDIA, these are all started with TSMC.
- ▶ 1:17:24 Ben Gilbert NVIDIA was started in 1993, only ever raised twenty million dollars.
- ▶ 1:17:39 David Rosenthal You know, it took him actually a little while to get on Morris's radar, but once he did, the vast majority of NVIDIA's chips, TSMC makes them.
- ▶ 1:17:49 David Rosenthal And NVIDIA is what, like a 354 hundred billion dollar market cap company now.
- ▶ 1:30:15 David Rosenthal NVIDIA is killing it.
- ▶ 1:30:18 David Rosenthal I wanted those NVIDIA GPUs.
- ▶ 1:30:20 Ben Gilbert But NVIDIA wasn't a top 20 stock in the world.
- ▶ 1:30:24 David Rosenthal I mean, Intel was like, pfft, NVIDIA, come on.
- ▶ 1:30:31 David Rosenthal They were making GPUs, like, Nvidia's stock tracked whether they won the next Sony contract for the next PlayStation or the Xbox.
- ▶ 1:36:23 David Rosenthal Why is NVIDIA now a 403 hundred, four billion dollar market cap company?
- ▶ 1:36:29 Ben Gilbert And NVIDIA's two X Intel's market cap, something like that?
Meta (Audio) · Acquired
- ▶ 4:32:42 David Rosenthal And AlexNet had just happened right at this time, and for whole history of AlexNet, go check out our NVIDIA series where we talk all about that and the importance to AI and ML.
- ▶ 5:08:36 David Rosenthal And that is like NVIDIA levels of drawdown back in the crazy NVIDIA journey that we talked about.
- ▶ 5:53:57 Ben Gilbert Microsoft, Nvidia, Nike.
- ▶ 5:56:43 unnamed speaker If you look at Nvidia, if you look at Apple, if you look at, you know, Microsoft in recent years, if you look at the original Microsoft.
- ▶ 6:22:01 Ben Gilbert If you liked this episode, listen to our NVIDIA series, listen to our Microsoft series, uh, I don't know, maybe go listen to our Standard Oil series.
Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg) · Acquired
- ▶ 1:11:11 Jensen Huang I, I still remember when I met Dave and Ben, uh, they interviewed me right here on this stage, uh, at NVIDIA's headquarters, and now this podcast has attracted an incredible audience, and so I'm really proud of them.
- ▶ 1:11:32 Jensen Huang You know, if I, if I knew what I know now, I think, or something like that, you know, would I start NVIDIA all over again?
- ▶ 1:11:40 Jensen Huang Of course, I, it was taken out of context, um, because I was asked about that several times after that, and of course I would start the company if I knew it would turn out this way.
- ▶ 1:12:40 Jensen Huang a twenty-nine-year-old, there is no way that that person would have started the company.
- ▶ 1:13:22 Ben Gilbert Jensen from NVIDIA, Daniel from Spotify, and next we have the iconic founder CEO of our time, Mark Zuckerberg.
- ▶ 2:22:51 Ben Gilbert Thank you to Mark and the entire meta executive team that we got to talk to to prep for this, Daniel and the Spotify team, uh, Emily and Lauren from Bloomberg and the Circuit, Jensen, Mylene, uh, Janine, everyone from the whole NVIDIA…
The Mark Zuckerberg Interview · Acquired
- ▶ 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.
Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
- ▶ 4:50:08 Ben Gilbert We also recommend our NVIDIA series.
- ▶ 4:50:10 Ben Gilbert Part One intersects nicely with this era of Microsoft, and we tell some of the PC gaming story from the NVIDIA angle.
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.
- ▶ 1:07:55 Ben Gilbert But they feel an entire generation apart since Microsoft was started almost 20 years before Nvidia.
- ▶ 1:22:35 Ben Gilbert And they have quickly joined the Microsofts and the NVIDIAs as one of the most important enterprise technology vendors in the world.
- ▶ 1:22:42 David Rosenthal And just like those companies, ServiceNow has AI baked in everywhere in their platform, and they're also a major partner of both Microsoft and NVIDIA.
- ▶ 1:22:51 David Rosenthal I was at NVIDIA's GTC last week, which, by the way, was insane.
- ▶ 1:22:51 David Rosenthal I was at NVIDIA's GTC last week, which, by the way, was insane.
- ▶ 1:23:05 David Rosenthal Why is ServiceNow so important both to Nvidia and to Microsoft?
- ▶ 3:15:32 David Rosenthal 93 Jensen starts NVIDIA.
- ▶ 4:22:09 Ben Gilbert If you are new to the show and looking for great recent episodes that we've done, I highly recommend the Visa one as discussed earlier in sort of the Network of Networks idea if you haven't heard that, or perhaps the Nintendo or Nvidia…
Renaissance Technologies (Audio) · Acquired
- ▶ 59:59 Ben Gilbert Over 85% of the Fortune 500 runs on them, and they have quickly joined the Microsofts and the NVIDIAs as one of the most important enterprise software companies in the world today.
- ▶ 2:35:27 Ben Gilbert Do you remember way back when we did our second NVIDIA episode, I opened with the idea that when I was a kid, I always used to look at fire and think like, if you actually knew the composition of the atoms in the wood, and you actually…
- ▶ 2:53:02 Ben Gilbert For example, we just did this big NVIDIA series.
Hermès (Audio) · Acquired
- ▶ 1:09:35 David Rosenthal Yep, it's just like our NVIDIA series.
- ▶ 1:11:08 David Rosenthal And Bill and ServiceNow have entered the conversation with the NVIDIA's, the Microsoft's, as the most important technology partners for enterprises around the globe.
- ▶ 2:50:49 David Rosenthal Well, speaking of cloud computing, we want to share a fun thing that our friends at NVIDIA have given us.
- ▶ 2:50:55 David Rosenthal For anyone considering attending GTC this year, Acquired listeners get a 20% discount.
- ▶ 2:51:00 David Rosenthal This is their big annual conference that Ben and I have watched over a dozen keynotes from to prep for our NVIDIA series.
- ▶ 2:51:38 Ben Gilbert If you want to check it out, click the link in the show notes and enter the code ACQUIRED at checkout, A-C-Q-U-I-R-E-D, to give you 20% off your ticket and thanks to our friends at NVIDIA.
Novo Nordisk (Ozempic) · Acquired
- ▶ 1:10:32 Ben Gilbert But what you may not know is ServiceNow is also an incredible Silicon Valley startup story that ranks right up there with Google, Facebook, NVIDIA, Genentech as one of the best venture investments of all time.
- ▶ 1:10:43 Ben Gilbert Funnily enough, the ServiceNow campus is actually right next door to the NVIDIA campus in Santa Clara.
- ▶ 2:44:13 Ben Gilbert As we talked about in the NVIDIA episode, moats are only sufficient if the castle is sufficiently lame to invade.
Holiday Special 2023 (Audio) · Acquired
- ▶ 2:10 Ben Gilbert So if you liked the programming and assembly language on air from NVIDIA, or I guess assembly language pseudocode, or our Qualcomm episode where we tried to describe how the CDMA protocol works, we're still here for you.
- ▶ 16:14 David Rosenthal Nintendo, Lockheed, Porsche, Nike, Costco, Nvidia part three, and then Visa.
- ▶ 16:31 David Rosenthal Daniel Ek, Dara Khosrowshahi from Uber, Jensen from Nvidia, and then Charlie.
- ▶ 39:55 David Rosenthal And I think that, to me, is at least one example, there may be more, of how we can do something unique and special, and that's not to take away from all the other many masters of their craft out there, like Patrick O'Shaughnessy and many…
- ▶ 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.
- ▶ 51:24 Ben Gilbert And it wasn't until, like, we did the work, and then we made part one and part two, where then it caught NVIDIA's attention, and the folks there were like, geez, we should do something together.
- ▶ 55:54 David Rosenthal So, NVIDIA is one of their major partners, and Crusoe's data centers are filled with all the latest Hopper GPUs linked up with InfiniBand and optimized for the best
- ▶ 55:54 David Rosenthal So, NVIDIA is one of their major partners, and Crusoe's data centers are filled with all the latest Hopper GPUs linked up with InfiniBand and optimized for the best
- ▶ 56:33 Ben Gilbert Series A from a whole bunch of great venture investors at Kleiner, Emergence, Lux, and NVIDIA itself called Together AI.
- ▶ 2:21:34 Ben Gilbert Yep, the whole team at NVIDIA, initially the people that were willing to speak with us about the episodes we were doing just to help with the research for the episodes and make sure we got it right, but then subsequently their entire…
Visa (Audio) · Acquired
- ▶ 2:33:32 Ben Gilbert There's not, like, Nvidia chips that need to run in these data centers to do any crazy LLM processing.
- ▶ 2:50:51 David Rosenthal That would be Nvidia.
- ▶ 2:50:54 David Rosenthal Even Nvidia doesn't have gross margins like Visa.
- ▶ 3:32:58 Ben Gilbert Remember the Nvidia slide of the trillion dollar, uh, TAM?
NVIDIA CEO Jensen Huang · Acquired
- ▶ 0:01 Ben Gilbert I will say, David, I would love to have NVIDIA's full production team every episode.
- ▶ 0:58 Ben Gilbert After researching NVIDIA for something like 500 hours over the last two years, we flew down to NVIDIA headquarters to sit down with Jensen himself.
- ▶ 1:07 Ben Gilbert And Jensen, of course, is the founder and CEO of Nvidia, the company powering this whole AI explosion.
- ▶ 1:14 Ben Gilbert At the time of recording, Nvidia is worth 1.1 trillion dollars and is the sixth most valuable company in the entire world.
- ▶ 1:23 Ben Gilbert And right now is a crucible moment for the company.
- ▶ 1:30 Ben Gilbert They have about the most impressive strategic position and lead against their competitors of
- ▶ 1:40 Ben Gilbert Will NVIDIA's insane prosperity continue for years to come?
- ▶ 1:49 Ben Gilbert And if so, can NVIDIA actually maintain their ridiculous dominance as this market comes to take shape?
- ▶ 1:56 Ben Gilbert So Jensen takes us down memory lane with stories of how they went from graphics to the data center to AI,
- ▶ 2:02 Ben Gilbert How they survived multiple near-death experiences.
- ▶ 2:13 David Rosenthal Yeah, I got new perspective on the company and on him as a founder and a leader just from doing this, despite, you know, we thought we knew everything before we came in advance, and, uh, it turned out we didn't.
- ▶ 2:31 Ben Gilbert There is incredible discussion of everything about this company, AI, the whole ecosystem, and a bunch of other episodes that we've done recently going on in there right now.
- ▶ 3:32 Ben Gilbert You commission the production run site unseen with the rest of the company's money.
- ▶ 4:40 Jensen Huang And so what Revo Run-Twenty-eight was, was a reset of our company.
- ▶ 4:44 Jensen Huang Now remember, at the time that we started the company in 1993,
- ▶ 5:00 Jensen Huang And so anyways, Riva one, 28 was a reset of our company because by the time that we realized we had gone down the wrong road, Microsoft had already rolled out DirectX.
- ▶ 5:10 Jensen Huang It was fundamentally incompatible with Nvidia's architecture.
- ▶ 5:37 Jensen Huang And that time, 1997, was probably NVIDIA's best moment, and the reason for that was our backs were up against the wall, we were running out of time, we were running out of money, and for a lot of employees, running out of hope.
- ▶ 7:00 David Rosenthal Today, in a way, you kind of do that here at NVIDIA too.
- ▶ 10:20 David Rosenthal How much of this was you and how much of this was like your co-founders, the rest of the company, the board, was everybody telling you you were crazy?
- ▶ 10:51 Ben Gilbert So is the lesson for founders out there, when you have conviction on something like the Revo-one-twenty-eight or, ah, CUDA, go bet the company on it.
- ▶ 17:30 David Rosenthal Um, and that's where NVIDIA is today.
- ▶ 21:12 Jensen Huang Uh, we have, we have some great employees today that were there in the beginning, and I knew that they needed this amazing computer that we were building, and we're building the first version of the DGX, which, you know, today when you see…
- ▶ 25:03 David Rosenthal So in our NVIDIA part three episode, we talked about how the AI research teams at Google and Facebook drove incredible business outcomes with cutting edge ML models.
- ▶ 27:16 Ben Gilbert Some are cultural about NVIDIA, but others are generalizable to company building broadly.
- ▶ 27:34 Ben Gilbert Do you think there's something special about NVIDIA that makes you able to have so many direct reports
- ▶ 27:53 Ben Gilbert And B, is there something special about NVIDIA that enables that?
- ▶ 27:57 Jensen Huang I don't think it's something special with NVIDIA.
- ▶ 28:03 Jensen Huang NVIDIA is not built like a military, it's not built like a, like the armed forces, where you have, you know, generals and colonels, you know, we just, we're not set up like that.
- ▶ 29:04 David Rosenthal Have you always thought about the company this way?
- ▶ 30:06 Jensen Huang And the way that we say is that there's a phrase in the company called mission is the boss.
- ▶ 30:28 David Rosenthal And when you say mission, do you mean mission like NVIDIA's mission is?
- ▶ 30:32 Jensen Huang Bill Hopper.
- ▶ 30:38 Jensen Huang Uh, build Hopper, or somebody else is, uh, build a system for Hopper.
- ▶ 30:41 Jensen Huang Somebody is, uh, build CUDA for Hopper.
- ▶ 30:44 Jensen Huang Somebody's job is build CUDNN for CUDA for Hopper.