NVIDIA, every mention
497 scenes (2022), the whole family · ← back to NVIDIA
tap a year for its mentions
every year 2022 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
Holiday Special 2022 · Acquired
- ▶ 22:09 David Rosenthal Dude, we did NVIDIA this year.
- ▶ 22:26 Ben Gilbert It's first TSMC, but Nvidia is, the thing that's the most interesting about the Nvidia story, I think, is Jensen bet the company three separate times, and truly bet the company, like, if this initiative fails, it will go to zero, and it…
- ▶ 22:46 Ben Gilbert The first time is when they shipped the card in whatever it was, nine months instead of two years,
- ▶ 22:55 Ben Gilbert And they designed the whole thing in emulation, never tested it, and shipped it to customers.
- ▶ 23:02 Ben Gilbert And maybe I'm forgetting the story in its entirety, but I think there was a bet the company moment around programmable shaders, and then a third one around the, like, seven-year investment before the market was there in AI and CUDA and…
- ▶ 23:21 David Rosenthal I'm trying to remember if Dolly was out at the time when we did the NVIDIA episode.
- ▶ 23:45 Ben Gilbert Nvidia stock had that crazy run long before we did the episode, like two years before we did the episode.
- ▶ 23:51 Ben Gilbert At the beginning of COVID, and so it's interesting that, I don't think that was around gaming, I think that was around AI, the thing that was sort of selling that story, and so it, in a way, the, like, craziest Nvidia balls that were sort…
- ▶ 24:15 Ben Gilbert I don't think they knew that the next year would make AI's developments as obvious as it has, but everybody who believed that AI was going to be this complete step change in the way that we use computers and decided that buying Nvidia at a…
- ▶ 30:53 David Rosenthal Okay, so we did NVIDIA.
- ▶ 1:03:07 Ben Gilbert So unless there's something that happens, like, you get feed dropped for free in an NPR podcast that brings you a 100,000 new listeners right away, or we had NVIDIA part two, I think, got a large promotion on Spotify, and that brought us a…
- ▶ 1:14:30 Ben Gilbert Which, by the way, I think that's why I'm so drawn to the NVIDIA story, is because that is what they, sort of like, these bet the company big innovations, or like Apple with the Mac and the iPod and the iPhone, or Microsoft with Windows…
- ▶ 1:17:39 David Rosenthal The series, but, um, it's funny.
- ▶ 1:20:37 David Rosenthal Is it an Enron or a NVIDIA?
Stratechery (with Ben Thompson) · Acquired
- ▶ 1:49:09 Ben Gilbert You've had Jensen from Nvidia.
Qualcomm · Acquired
- ▶ 2:28 David Rosenthal Like, this one is up there with, like, Nvidia, TSMC.
- ▶ 24:44 Ben Gilbert No question, Erwin Jacobs and Jensen at NVIDIA and Steve Jobs, geniuses.
- ▶ 46:26 David Rosenthal Like, this is on par with NVIDIA, if not, honestly, more brilliant.
- ▶ 1:27:35 Ben Gilbert Bigger than NVIDIA.
- ▶ 1:27:36 David Rosenthal Bigger than NVIDIA.
- ▶ 1:31:56 David Rosenthal They got all of the value, like all of the value, and it's just, and, and, and like we talked about on the NVIDIA episodes, it was equally crazy and like future seeing to know that Fabulous was a thing, that foundries were a thing, to be…
- ▶ 1:32:56 David Rosenthal Like, and they are the largest fabulous semiconductor company in the world, bigger than NVIDIA, who's number two.
- ▶ 1:33:04 David Rosenthal They started a couple years before NVIDIA.
- ▶ 2:08:33 David Rosenthal You know, by revenue, I think revenue, and probably also number of chips, they're the largest, fabulous semiconductor company in the world, bigger than NVIDIA.
- ▶ 2:08:41 David Rosenthal But a way lower market cap than NVIDIA.
- ▶ 2:08:43 Ben Gilbert I mean, are you gonna make a bet, like, here's my view on Qualcomm versus NVIDIA.
- ▶ 2:16:50 Ben Gilbert It reminds me a lot of the, the, um, Nvidia slide that talks about their trillion dollar TAM.
From NFL to Startup COO to Congressman Regulating Crypto (with Rep. Anthony Gonzalez) · Acquired
- ▶ 1:52:08 David Rosenthal Jensen Huang was a grad student at Stanford, as we talked about, while he was starting NVIDIA.
- ▶ 1:52:14 David Rosenthal And like, there's a Jensen Huang building at Stanford, and it's not because Stanford took equity at NVIDIA in the early days, you know.
The Playbook: Lessons from 200+ Company Stories · Acquired
- ▶ 16:23 Ben Gilbert You've changed the definition a little bit, but when you look at, like, what NVIDIA's been doing with GPUs, it is totally fair to say that this, um, 10 X improvement in computing every five, six, seven years, that is absolutely still…
- ▶ 22:10 David Rosenthal I love this picture of Jensen Huang showing off his NVIDIA logo tattoo that he has on his shoulder.
- ▶ 22:29 David Rosenthal Our number four lesson is nothing can stop a will to survive, and the reason that we put Jensen on this slide, one, is because his will to survive is unparalleled, uh, we'll tell the story in a minute, um, but two, we actually started our…
- ▶ 23:08 David Rosenthal And all the great companies, whether it's Apple or Amazon or Nvidia or TSMC, they're all the hero's journey.
- ▶ 23:44 David Rosenthal And, uh, the Nvidia story just illustrates that better than anybody.
- ▶ 24:58 Ben Gilbert So put yourself in Jensen and Nvidia's shoes here.
- ▶ 25:08 Ben Gilbert Uh, we don't have this in our sort of discussion here, so I'm, I'm freewheeling, but, um, it's worth knowing that NVIDIA's original approach to how they wanted to render graphics on cards was actually basically wrong.
- ▶ 26:35 David Rosenthal Nvidia said, no, we, we don't have time for that.
- ▶ 27:54 David Rosenthal Uh, so Jensen and NVIDIA are just the OG goat story of this.
American Dynamism (with Katherine Boyle) · Acquired
- ▶ 1:15:40 David Rosenthal Like I'm thinking of Jensen and Nvidia, you know, where else could somebody come from?
Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner) · Acquired
- ▶ 59:00 Ben Gilbert Our, our most recent episode was about NVIDIA, which had a tiger by the tail with gaming, as everyone knows.
- ▶ 59:07 Ben Gilbert They totally took their eye off that ball to start building for life sciences, for, um, scientific computing, for what became neural networks and machine learning, and boy was it a good thing they took their eye off that ball.
- ▶ 59:27 Peter Gassner Because that's what NVIDIA and Beaver have in common.
- ▶ 59:37 Eric Yuan That's an amazing company.
- ▶ 59:40 Eric Yuan Look at the Nvidia stock price.
- ▶ 59:45 Eric Yuan Before they took off.
Nvidia: The Machine Learning Company (2006-2022) · Acquired
- ▶ 0:08 Ben Gilbert It is funny how all, like, GPU companies, like, I was watching a bunch of NVIDIA keynotes and AMD keynotes to get ready for this, and everyone is so, like, techno, neon lighting.
- ▶ 1:39 Ben Gilbert But that is what NVIDIA is doing today.
- ▶ 1:47 Ben Gilbert And this was occurring to me as I was watching Jensen sharing the omniverse vision for NVIDIA.
- ▶ 1:47 Ben Gilbert And this was occurring to me as I was watching Jensen sharing the omniverse vision for NVIDIA.
- ▶ 1:53 Ben Gilbert And realizing NVIDIA has really built all the building blocks, the hardware, the software for developers to use that hardware, all the user-facing software now and services to simulate everything in our physical world with their…
- ▶ 2:35 Ben Gilbert And there is so much to unpack here, especially in how NVIDIA went from making commodity graphics cards to now owning the whole stack in industries from gaming to enterprise data centers to scientific computing
- ▶ 2:53 Ben Gilbert And at the scale that they're operating at, these improvements that they're making are literally unfathomable to the human mind.
- ▶ 3:26 Ben Gilbert I mean, there's just nothing better in all of the research that you and I both did, I don't think, to better illustrate just the unbelievable scale of data and compute required to accomplish the stuff that they're accomplishing and how
- ▶ 7:36 David Rosenthal I was going to make sure that you said that this time, because we're going to talk a lot about investing and investors in NVIDIA stock over the years.
- ▶ 7:52 David Rosenthal Jensen Huang and NVIDIA in the end of our NVIDIA, the GPU company years, ending kind of roughly, you know, 2004, 2005, 2006.
- ▶ 8:03 David Rosenthal They had cheated death, not once, but twice.
- ▶ 8:08 David Rosenthal The first time in the super overcrowded graphics card market when they were first getting started, and then once they sort of, you know, jumped out of that frying pan into the fire of Intel now gunning for them,
- ▶ 8:21 David Rosenthal Coming to commoditize them like all the other, you know, PCI chips that plugged into the Intel motherboard back in the day.
- ▶ 8:28 David Rosenthal And they bravely fend them off.
- ▶ 8:30 David Rosenthal They team up with Microsoft.
- ▶ 8:31 David Rosenthal They make the GPU programmable.
- ▶ 8:35 David Rosenthal They come out with programmable shaders with the GeForce three.
- ▶ 8:38 David Rosenthal They power the Xbox.
- ▶ 8:40 David Rosenthal They create the CG programming language with Microsoft.
- ▶ 8:46 David Rosenthal It's now 2004, 2005, and this is a pretty impressive company.
- ▶ 8:55 David Rosenthal They've conquered the graphics card market.
- ▶ 8:56 David Rosenthal Of course, there's ATI out there as well, which will come up again, but there's three pretty important things that I think the company built in the first 10 years.
- ▶ 9:19 David Rosenthal So, in the fall of 1999, they shipped the first GeForce card, GeForce two 56.
- ▶ 10:25 David Rosenthal Two, one thing that we missed last time that is super important and becomes a big foundation of everything NVIDIA becomes today that we're going to talk about, they wrote their own drivers for their graphics cards, and we owe a big thank…
- ▶ 11:08 David Rosenthal NVIDIA was the first one that said, no, no, we want to control this.
- ▶ 11:11 David Rosenthal We want to make sure consumers who use NVIDIA cards have a good experience on whatever systems they're on.
- ▶ 11:18 David Rosenthal And that meant, A, that they could ensure quality, but B, they start to build up in the company this, like, base of really nitty-gritty, low-level software developers in this chip company, and there are not a lot of other chip companies…
- ▶ 11:34 Ben Gilbert No, and what they're doing here is taking on a bigger fixed cost base.
- ▶ 11:58 Ben Gilbert So they were sort of willing to, uh,
- ▶ 12:07 David Rosenthal That their users, high-end gamers that want the best experience, you know, they're going to go out, they're going to spend the time three, four, 500 dollars on an Nvidia top-of-the-line graphics card.
- ▶ 12:27 David Rosenthal And then, of course, they have the third advantage in the company is
- ▶ 12:30 David Rosenthal Programmable shaders, you know, which ATI copies as well, but like they innovated, like they've, you know, done all this.
- ▶ 12:41 Ben Gilbert And one seed to plant here, David, when you say the programmable shaders developers, the notion of a NVIDIA developer did not exist until this moment.
- ▶ 13:10 Ben Gilbert They start to build a real direct relationship with developers so that they can actually start saying, look, if you develop for our specific hardware, there are advantages for you.
- ▶ 13:31 David Rosenthal So, you know, again, they're a public company.
- ▶ 13:33 David Rosenthal They have this great deal with Microsoft.
- ▶ 13:35 David Rosenthal They bring out CG together.
- ▶ 13:36 David Rosenthal They're powering the Xbox.
- ▶ 13:39 David Rosenthal They go from sub a billion dollar market cap company after the tech crash up to five to six billion dollars kind of by 2004, 2005.
- ▶ 14:21 Ben Gilbert And so NVIDIA is sort of like on a wave that's at an amazing inflection point.
- ▶ 14:27 Ben Gilbert They could totally just ride this gaming thing and be an important.
- ▶ 15:05 David Rosenthal I don't want NVIDIA to be just a gaming company.
- ▶ 17:00 David Rosenthal He wants NVIDIA to serve it.
- ▶ 17:06 David Rosenthal It was 10 plus years to get to the company to this point.
- ▶ 17:24 David Rosenthal They worked with Microsoft to make CG.
- ▶ 18:17 David Rosenthal When Jensen commits himself and the company to pursuing this, he's biting off a lot.
- ▶ 18:23 David Rosenthal Now we talked about they've been writing their own drivers, so they have actually a lot of very low level, and I don't mean low level like bad, I mean low level like infrastructure, like close, very difficult systems oriented programming…
- ▶ 18:44 David Rosenthal Investor, particularly in NVIDIA that you want to ask at this point in time is like, okay, Jensen, you're committing the company to a big undertaking.
- ▶ 19:21 Ben Gilbert That was not a useful usable platform for six plus years at NVIDIA.
- ▶ 19:30 David Rosenthal This is closer to on the order of the Microsoft development environment or the Apple development environment than what NVIDIA was doing before, which was like, hey, we made some APIs and worked with Microsoft so that you can program for my…
- ▶ 19:51 Ben Gilbert I searched LinkedIn for people who work at NVIDIA today and have the word CUDA in their title.
- ▶ 20:53 David Rosenthal But like, that's no NVIDIA today.
- ▶ 21:28 David Rosenthal Jensen and NVIDIA, like, they are doing this.
- ▶ 23:21 David Rosenthal The company's still
- ▶ 23:42 David Rosenthal It was the only standing legit competitor to Nvidia through its whole life.
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