NVIDIA, every mention
553 scenes (said by Ben Gilbert), the whole family · ← back to NVIDIA
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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.
- ▶ 53:52 Ben Gilbert That one may have been, like, at some particular peak of NVIDIA buzziness, so it was our, probably our then largest episode.
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.
- ▶ 1:42:17 Ben Gilbert From Nvidia.
- ▶ 1:42:35 Ben Gilbert As an aside, let's look at Nvidia at the time.
- ▶ 1:42:55 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.
- ▶ 1:49:54 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
- ▶ 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.
Epic Systems (MyChart) · Acquired
- ▶ 3:30:39 Ben Gilbert I mean, Jensen's 31 years into Nvidia.
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.
- ▶ 5:40 Ben Gilbert And at this point, NVIDIA was four years old.
- ▶ 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.
- ▶ 29:25 Ben Gilbert How did you resolve the Nvidia dispute?
- ▶ 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.
- ▶ 2:32:14 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.
- ▶ 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.
- ▶ 1:17:24 Ben Gilbert NVIDIA was started in 1993, only ever raised twenty million dollars.
- ▶ 1:30:20 Ben Gilbert But NVIDIA wasn't a top 20 stock in the world.
- ▶ 1:36:29 Ben Gilbert And NVIDIA's two X Intel's market cap, something like that?
Meta (Audio) · Acquired
- ▶ 5:53:57 Ben Gilbert Microsoft, Nvidia, Nike.
- ▶ 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
- ▶ 1:13:22 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.
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
- ▶ 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.
- ▶ 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
- ▶ 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.
- ▶ 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.
- ▶ 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.
- ▶ 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.
- ▶ 2:31 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.
- ▶ 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.
- ▶ 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?
- ▶ 37:12 Ben Gilbert I, you know, the data center segment of NVIDIA's business to me has become synonymous with how is AI going?
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