CUDA, every mention

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Verbatim, from the transcripts: passages where CUDA comes up on Latent Space, Acquired, the MAD Podcast, BG2 Pod, TBPN

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When AI Improves Itself | Richard Socher (Recursive) Sep 10, 2026 · 1 mention

  • ▶ 1:08:54 Richard Socher Um, we also showed that they can build new CUDA kernels, which is very useful for faster inference.

Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper Aug 25, 2026 · 2 mentions

What Happens When the AI Boom Runs Out of Money · Invest Like The Best Aug 18, 2026 · 1 mention

  • ▶ 1:19:26 Ben Thompson CUDA's moat is dramatically diminished because the models don't care what they run on, and that's what actually matters, what's built on top of the models, but it still matters.

He spent $150K on brand before he had a product—closed $1.5M ARR in 1 month. | Endra Aug 17, 2026 · 1 mention

  • ▶ 15:19 Niklas Lindgren And what he did was that he built his, he spent a year building his own LLM from CUDA level up to the chat interface.

How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn Aug 5, 2026 · 3 mentions

  • ▶ 36:42 unnamed speaker You look at CUDA, you look at sort of the ecosystem he's built around the chip.
  • ▶ 55:28 David Cahn Kuda's is amazing. 2 times in the scene

Next 100x in AI: Inference, Networking, & Self-Optimizing Models — Philip Kiely & Ali Taha, Baseten Aug 3, 2026 · 2 mentions

  • ▶ 1:01:52 Philip Kiely Um, so I think that themes around like KV cache offloading, KV aware routing, and, and disaggregation are going to be substantially more important in the Rubin era, which means that inference engineering becomes not just a like CUDA kernel…
  • ▶ 1:05:20 Ali Taha I can write CUDA to control it and change its operations.

Multi-GPU Kernels, Intelligence per Watt, Heterogeneous Inference, and More | YC Paper Club · Y Combinator Jul 29, 2026 · 9 mentions

  • ▶ 1:06 Francois Chaubard You can't do that with inference, and there's so many things like that that we'll talk about, and there's so much juice left to squeeze on the CUDA side, on the kernel side,
  • ▶ 7:30 Stuart (Stu) Um, one quick note before I begin, um, the final deliverable of this paper is a CUDA framework that we refer to as parallel kittens, but the goal of today's talk is not to promote my open source library, but rather to convey the set of…
  • ▶ 19:14 Stuart (Stu) So Parallel Kittens builds on all the trade-offs and principles that we discussed, and it's a highly opinionated set of CUDA programming primitives that extends Thunder Kittens, which is one of our previous works for single GPU kernels.
  • ▶ 33:03 unnamed speaker Ultimately, these dispatch down to individual CUDA kernels that may or may not be very fast on modern hardware, which is why we get programming languages like Triton, which are a tile-based. 2 times in the scene
  • ▶ 34:44 unnamed speaker And at least, like, for this archetype of people that just want state-of-the-art perf, as far as I can tell, like, they really prefer, like, CUDA, and it was only when we were doing lots of gem-related problems that people loved using…
  • ▶ 35:32 unnamed speaker I've never written an open and CUDA book before.
  • ▶ 37:23 unnamed speaker I'm gonna make you, if you've never written a CUDA kernel before, you're gonna do one with me right now.
  • ▶ 1:14:36 unnamed speaker Like, I see a lot of programming language systems are kind of trending towards, okay, it's still the Cuda programming model, but it's Python syntax on top, which is great, like, simplifies things, easier to look at, but it doesn't actually…

Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks Jul 29, 2026 · 1 mention

RSI Is Closer Than People Think, Per Tae Kim Jul 29, 2026 · 5 mentions

  • ▶ 25:07 unnamed speaker Talk about the NVIDIA CUDA mode. 5 times in the scene

Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy Jul 27, 2026 · 1 mention

  • ▶ 1:03:31 Matt Murphy To, uh, kind of obfuscate the underlying chips and technology stacks like CUDA, etc.

Cerebras CEO: Why GPUs Can't Do Fast Inference Jul 23, 2026 · 6 mentions

  • ▶ 1:02 Matt Turck We started from what is a wafer and built up step by step, why GPUs struggle with fast inference, the three shortages nobody talks about, the decade in the desert when nobody wanted this chip, and why Andrew believes that CUDA is no longer…
  • ▶ 1:01:11 Matt Turck Cuda as well. 5 times in the scene

Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding Jul 15, 2026 · 2 mentions

  • ▶ 8:43 Pat Gelsinger You know, it was always the big CPU and those little GPUs, but when they started to build a real software stack with it, right, you know, sort of, okay, this CUDA thing and SIMT as a technology, you know, so, uh, you know, uh,… 2 times in the scene

Inside Nemotron & NVIDIA’s AI Lab | Bryan Catanzaro Jul 2, 2026 · 2 mentions

The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best Jun 30, 2026 · 1 mention

  • ▶ 52:22 Rob Wachen Not to support arbitrary PyTorch, not to support arbitrary CUDA, not to support arbitrary Onyx graphs, but instead we envisioned a world where there was going to be under a hundred models that actually mattered, and they were all going to…

The GPU Myth: State of AI Compute 2026 | Stephen Balaban Jun 18, 2026 · 2 mentions

Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan Jun 18, 2026 · 1 mention

We Need An Ecosystem in AI, And Every Company Can Win A Place In It Jun 4, 2026 · 1 mention

  • ▶ 15:14 Satya Nadella Adobe built Autodesk built, uh, or even like take what Jensen said, we built DX and he built, you know, CUDA on top of it.

Satya Nadella on AI: @NoPriorsPodcast x Latent Space Crossover Special at Microsoft Build 2026 Jun 3, 2026 · 1 mention

NVIDIA: Jensen Huang. From near collapse to becoming the world’s biggest company May 18, 2026 · 21 mentions

  • ▶ 3:09 Guy Raz Jensen poured billions of dollars into developing a platform and software layer called CUDA, which is basically the instruction manual that lets you use all those line cooks in entirely new ways. 4 times in the scene
  • ▶ 30:15 Jensen Huang And it was during that time, um, other types of techniques for general purpose computing was coming along, uh, which ultimately led to what we now call CUDA.
  • ▶ 30:24 Guy Raz All right, so let's jump into this, because you launched this project called CUDA, or C-U-D-A, in roughly, and to put this in, in very basic terms, CUDA is this platform that makes your graphics chips a lot more versatile, right? 12 times in the scene
  • ▶ 37:35 Jensen Huang Well, we, at that time, uh, several different groups reached out to us to ask us for help on using CUDA to accelerate deep learning, and the reason for that was because there was a contest coming up for computer vision called ImageNet, and… 4 times in the scene

Baseten CEO Tuhin Srivastava on Custom Models, and Building the Inference Cloud May 1, 2026 · 2 mentions

  • ▶ 27:09 Tuhin Srivastava Like, how good they are at that CUDA, how good CUDA is, the developer ecosystem around it, um, 2 times in the scene

The $15B Physical AI Company: Simulation, Autonomy OS, Neural Sim, & 1K Engineers—Applied Intuition Apr 27, 2026 · 2 mentions

  • ▶ 21:23 Peter Ludwig and you have a start with an assumption that, oh, I'm gonna, I'm gonna use CUDA and I'm gonna run this, uh, on an NVIDIA chip, then you don't really have to think about the hardware in that sense. 2 times in the scene

AI-Native Engineering: 100% adoption, 5x search throughput, unlimited tokens — Mikhail Parakhin Apr 22, 2026 · 1 mention

  • ▶ 1:02:50 Mikhail Parakhin And even Liquid, we had to work a lot with NVIDIA and to, because almost everything is not designed in CUDA for, or in, in the current stack for, for low latency.

Jensen On The Ropes, Sam Altman’s Conflicts, Allbirds’ GPU Pivot Apr 20, 2026 · 1 mention

Jensen on Dwarkesh, Cursor x XAI, Netflix Stock Sinks | Diet TBPN Apr 16, 2026 · 8 mentions

  • ▶ 1:21 unnamed speaker Somebody clearly made this video just because they're enthusiasts of Fast and the Furious, and then, uh, the semi-analysis team was able to quickly recontextualize that to be about, uh, Jensen's answer on, uh, NVIDIA's moat, and the CUDA
  • ▶ 2:45 unnamed speaker Uh, but once the AI boom kicked off, the CUDA ecosystem significantly sped up development of AI systems and training of AI models. 5 times in the scene
  • ▶ 21:37 unnamed speaker Uh, clearly, uh, with, with all of this backdrop and just the idea of more chips and maybe the CUDA ecosystem being something that you can work around, uh, can an American fab 2 times in the scene

Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN Mar 27, 2026 · 2 mentions

  • ▶ 9:48 Turner Novak The X-AVI moat is not as strong as the CUDA moat, but there's still this like dynamic of, of NVIDIA and ARM are going up against Intel and AMD in the same way that, uh, different GPU makers are going up against the CUDA moat. 2 times in the scene

Skill Issue: Andrej Karpathy on Code Agents, AutoResearch, and the Loopy Era of AI Mar 20, 2026 · 1 mention

  • ▶ 23:49 Andrej Karpathy So for example, like writing kernels for more efficient CUDA, you know, code for various parts of a model, etc., are the perfect fit.

Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis Mar 19, 2026 · 1 mention

  • ▶ 43:28 Jensen Huang And so, there's a whole, whole part of our market, about 40% of our, of our business, most people don't realize this, 40% of our business, unless you have the CUDA stack, unless you can build an entire AI factory, you have, the customers…

Nvidia Restarts China Sales, Vibe Coding Backlash, Peptide Craze | Diet TBPN Mar 18, 2026 · 1 mention

  • ▶ 3:54 unnamed speaker Uh, the better argument might just be dependent on a functional TSMC fab, but, uh, there is, there are benefits to the CUDA ecosystem and to the, the idea that whatever models get built there will be applicable here.

AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN Mar 16, 2026 · 2 mentions

Agent Inference at the "Speed of Light" — How NVIDIA moves like a $4.3 Trillion Startup Mar 8, 2026 · 2 mentions

Where SMALL models will Win | Sudarshan kamath, Smallest ai Mar 6, 2026 · 1 mention

  • ▶ 23:24 Sudarshan Kamath Um, and in our, like WhatsApp chats, uh, my co-founder was asking about, oh, has anyone trained this model and like this issue we are facing some QDA errors, et cetera.

The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings Feb 28, 2026 · 3 mentions

  • ▶ 9:02 Jerry Murdock It's about making sure that CUDA can also support ASICS chips, and they're going to have to go out and make sure that they can get, you know, they know what's coming. 3 times in the scene

Reiner Pope of MatX on accelerating AI with transformer-optimized chips Feb 26, 2026 · 3 mentions

  • ▶ 34:31 John Collison So there's an art about there that NVIDIA, a huge part of the defensibility comes not from the chips, which are good, but from the, uh, software layer and the ability for engineers to write these really parallel workloads, uh, and the fact… 3 times in the scene

Is AI changing EVEN the Top Roles in startups? Feb 13, 2026 · 1 mention

Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled” Feb 5, 2026 · 16 mentions

FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI Feb 3, 2026 · 1 mention

  • ▶ 27:14 unnamed speaker The, the Ben Thompson line was something like, ah, he's, he's okay selling chips because he wants dependency on the NVIDIA ecosystem, CUDA, but he would ban, ah, lithography tools from going to China, and I'm always, I've, I've been…

AI’s Steve Jobs?, Big Tech AI Chaos, 2026 Crystal Ball Jan 13, 2026 · 1 mention

World Models & General Intuition: Khosla's largest bet since LLMs & OpenAI Dec 6, 2025 · 1 mention

  • ▶ 15:54 Pim de Witte so I was very, very familiar with CUDA and like the GPU side, and all the video infrastructure that we were using for this stuff, but the modeling side itself was, was still quite foreign.

ChatGPT Turns Three, OpenAI x Thrive, David Sacks vs. The New York Times | Diet TBPN Dec 2, 2025 · 2 mentions

  • ▶ 17:39 unnamed speaker They are asking, is this potentially the end of the CUDA moat? 2 times in the scene

Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings Nov 27, 2025 · 2 mentions

  • ▶ 8:49 unnamed speaker TPU that can also be rolled out to everyone with all the cutest support that Nvidia has, but even if it's just used internally, first of all, and I can save that twenty billion dollars of profit, hell, I got to look at that if I'm, if I'm… 2 times in the scene

What 20 Years of Investing taught Somesh Dash of IVP after backing Perplexity, Figma, Dropbox Nov 18, 2025 · 2 mentions

  • ▶ 26:17 Somesh Dash The growth engines of the top companies of S&P 500 carry the markets around the world, and if you look at NVIDIA as an example of this, you know, there's one argument that's saying if you look at the PE ratio, NVIDIA is very expensive,…
  • ▶ 43:00 Somesh Dash And so they're all going to be still using NVIDIA chips and CUDA, like all the usual stuff's going to go in there.

Amjad Masad & Adam D’Angelo: How Far Are We From AGI? Nov 7, 2025 · 1 mention

  • ▶ 47:11 Amjad Masad Um, and the main idea there was that if we put a verify on the loop, I remember reading DeepSeq, uh, a paper from Nvidia about how they, um, used DeepSeq to write CUDA kernels and they were able to run DeepSeq for like 20 minutes.

How Larry Ellison Thinks Nov 4, 2025 · 1 mention

How Zyphra went all-in on AMD + Why Devs feel faster with AI but are slower — with Quentin Anthony Nov 3, 2025 · 13 mentions

  • ▶ 8:42 unnamed speaker Because I think the other question is, like, well, I'm gonna do all this work versus, like, I just write CUDA code that then, when the BG-G-Hundred comes online for my cluster, I'll just switch it over right away.
  • ▶ 10:23 unnamed speaker And I think obviously if you understand CUDA is like, you know, 4 times in the scene
  • ▶ 13:36 Quentin Anthony Below Triton or level or anything else down to like CUDA or below, um, there's orders of magnitude less public good kernels at that level. 4 times in the scene
  • ▶ 22:42 Quentin Anthony So like it's very, Grok is very inflexible hardware so that you kind of, if you want to do like a Mamba SSM on it, you're going to have a really hard time because instead of having like a low level CUDA compiler, like everything is like 2 times in the scene
  • ▶ 49:00 Quentin Anthony I don't really care if someone knows CUDA kernel writing. 2 times in the scene

"Is there an AI bubble?” Gavin Baker and David George Oct 30, 2025 · 1 mention

  • ▶ 24:08 Gavin Baker You know, not, it was a semiconductor company, then a software company with CUDA, now a systems company with these rack-level solutions.

How Jensen Works Oct 19, 2025 · 10 mentions

  • ▶ 47:44 David Senra This is when they create the new programming model called CUDA, which stands for Compute Unified Device Architecture. 10 times in the scene

Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings Oct 6, 2025 · 1 mention

Tobi Lütke is still captivated by internet commerce, 20 years later Oct 6, 2025 · 3 mentions

  • ▶ 1:06:01 Tobi Lütke And, I mean, this is in no area more, more true than, ah, in the NVIDIA case, where, like, I mean, these CUDA cores, the Tensor cores, were around on the, they, they, they, they were on these cards, which, which everyone, they were part of… 2 times in the scene
  • ▶ 1:07:36 John Collison And kind of like you're saying with CUDA, you know, it's hard to justify at that moment in time, but it seems like the right technical decision.

Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired Oct 6, 2025 · 3 mentions

  • ▶ 50:33 David Rosenthal The Toronto team rewrites their neural network algorithms in CUDA, NVIDIA's programming language.
  • ▶ 3:28:41 Ben Gilbert So if you're willing to not use CUDA and build on Google stack, they have an abundant amount of TPUs for you.
  • ▶ 3:31:45 Ben Gilbert They're trying to build an ecosystem around their chips the way that CUDA does, and you're only gonna credibly be able to do that if your chips are accessible in anywhere that someone's running their existing workloads.

Anthropic Head of Pretraining on Scaling Laws, Compute, and the Future of AI · Y Combinator Sep 30, 2025 · 2 mentions

  • ▶ 14:47 Ankit Gupta But not necessarily at the level of abstraction of, you know, writing custom CUDA kernels, or like was that also in the space where you guys were thinking about things?
  • ▶ 51:16 Nick Joseph I was, like, working at the torch.matmol, but, like, I didn't know CUDA.

Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings Sep 29, 2025 · 2 mentions

NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Sep 26, 2025 · 4 mentions

  • ▶ 36:09 Jensen Huang We invented CUDA, invented GPUs, and we invented the idea of co-design at a very large scale.
  • ▶ 43:37 Jensen Huang If not for the fact that CUDA is easy to operate on and iterate on, how do they try all of their vast number of experiments to decide which one of the Transformer versions, what kind of 2 times in the scene
  • ▶ 1:02:51 Jensen Huang Sriram is the only person in Washington DC that I think knows CUDA, um, and, and, which is strange anyways, but, but I, I just love the fact

⚡️ Beyond Transformers with Power Retention Sep 23, 2025 · 5 mentions

  • ▶ 8:14 unnamed speaker And so you're also releasing, um, just to go from the bottom up, uh, Vidrill, which is a framework for CUDA kernel. 4 times in the scene
  • ▶ 29:53 unnamed speaker If you are excited by those ideas, especially of a strong background in deep learning, uh, CUDA programming, or anything mathematically adjacent to those ideas, please reach out.

A Technical History of Generative Media Sep 8, 2025 · 2 mentions

  • ▶ 10:45 unnamed speaker Kuda kernel specialist at the time, right? 2 times in the scene

From Chrome extension to $5B platform | Postman’s journey | Abhinav Asthana (Co-founder & CEO) Aug 28, 2025 · 2 mentions

⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI Aug 18, 2025 · 2 mentions

  • ▶ 22:05 Thomas Sohmers You know, the way that we say that we're in the CUDA ecosystem, it's by nature of the fact that we are ingesting the, the output of everything that exists in, in the CUDA infrastructure. 2 times in the scene

Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot Aug 16, 2025 · 1 mention

  • ▶ 1:31:43 Delian Asparouhov For sure, some of it propped up by like CUDA and they're like, you know, sort of software side of the house, but like NVIDIA is the one that is performing the best of all of those.

Greg Brockman on OpenAI's Road to AGI Aug 15, 2025 · 2 mentions

  • ▶ 52:14 Greg Brockman Cuda kernels are a good example of a very self-contained problem that actually our models should get very good at very soon, but it's just difficult because it requires a lot of domain expertise, a lot of like real abstract thinking. 2 times in the scene

Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs Jul 26, 2025 · 1 mention

  • ▶ 1:20:21 John Coogan Is there something that's coming down the pipe that could disrupt the NVIDIA GPU monopoly, the CUDA ecosystem, or even the

Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller Jul 23, 2025 · 1 mention

  • ▶ 50:43 Jensen Huang The reason for that is because CUDA is so programmable, and we're constantly, the whole world, not just us, the whole world is doing open source development, improving its effectiveness.

Information Theory for Language Models: Jack Morris Jul 2, 2025 · 5 mentions

  • ▶ 11:20 Jack Morris Yeah, I'll comment on that quickly because if someone has been listening to this and also following me online for a while, I think I've made a couple of comments like saying something like you shouldn't learn about CUDA or things to that… 5 times in the scene

IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate Jun 21, 2025 · 1 mention

  • ▶ 22:25 Chamath Palihapitiya Which is to say, can you take a CUDA workload, and then can you redirect it away from NVIDIA to different hardware?

The Shape of Compute (Chris Lattner of Modular) Jun 13, 2025 · 14 mentions

  • ▶ 3:10 Chris Lattner And I said, oh, by the way, we can't use CUDA.
  • ▶ 8:24 Chris Lattner Also, let's not just build, uh, you know, air quotes, a CUDA replacement. 3 times in the scene
  • ▶ 11:47 Chris Lattner It doesn't use CUDA. 3 times in the scene
  • ▶ 30:10 Chris Lattner Massively hand coded CUDA kernels and all this stuff for any new thing.
  • ▶ 41:30 Chris Lattner But I will admit that their time to market and revenue growth and stuff like that has been much faster because they didn't have to like build an entire replacement for CUDA to get there. 2 times in the scene
  • ▶ 52:54 Alessio Fanelli And I think specifically in your case, you know, they worked at the BTX layer of the GPU, which is like even lower and more proprietary than CUDA. 2 times in the scene
  • ▶ 1:10:37 Shawn Wang That they are training or benchmarking their models for writing CUDA kernels, right? 2 times in the scene

China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jun 6, 2025 · 1 mention

  • ▶ 39:15 Brad Gerstner It keeps them in that CUDA ecosystem, allows NVIDIA to compete, and I think slows down their ability to run the table around the rest of the world.

Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings Jun 2, 2025 · 2 mentions

  • ▶ 21:44 Varun Mohan And I think maybe an example of this that I like to bring up is even a company like NVIDIA, I think everyone outside looking in is like, CUDA is the real moat. 2 times in the scene
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