Jensen

“So look, the funny thing about these lists, I'm convinced that Time actually has like Fable running a query, which is not how do you make the best list. It's like, how do you drive the most clicks to a list? And they're doing a perfect job. So of course you ex…”

“NVIDIA is really smart about this. They don't compete with their customers. NVIDIA takes a long view on everything. Why don't they even start with the NeoCloud? Why don't they just sell computer out the back door? Well, NVIDIA is really good. Jensen is really …”

“Nvidia stocks barely moved this year, even though these high-flying beta companies are going crazy because they're raising price. Jensen isn't being insane on price. He probably could have been. He hasn't been crazy on price.”

“If you watch what Palmer Luckey does, or if you watch what, you know, Alex Karp does, or if you watch what Elon does, or if you watch what any of the great communicators do, like, that's what they're doing. You know, I'd say put Jensen in the, in that rank, yo…”

“I do think NVIDIA is highly likely to be the world's dominant provider of open source AI, and I do think Jensen will bring open source, you know, right now it's, whatever, six months behind the frontier. We might see it creep closer and closer and closer”

“Jensen has never had a contract with Taiwan Simi. They do business on what seems fair in handshakes.”

“If Taiwan Simi did what Jensen wanted, I think NVIDIA could sell two trillion dollars of GPUs. In 20, in 26 or 27. Maybe two and a half trillion. Maybe three trillion.”

“And that depreciation is going to start hitting, and they're going to be firing people because they need to give it to Jensen.”

“And my guess is this will lead to the rise of open source models more, more proficiently. And that it's going to lead to the rise of ASICS chips, because what's going to happen with ASICS is you're going to put the model on the chip. You know, ASICS is going t…”

“I mean, look, you know, a lot of people like to criticize meta here and there about being behind the game, but they had the balls to say no to Jensen. Sorry, Jensen. We don't need you. So why did he do that? Because he's betting on a six chips. No question abo…”

“Yeah, yeah, and Jensen's used it now, so I've like, I've convinced him to use the word. He's used it as sovereigns, and so I think we've won.”

“One, we will see the first models trained on Blackwell in early, I think the first Blackwell model will come from XAI. And the reason for that is just, it's a, According to Jensen, no one builds data centers faster than Elon.”

“Jensen is not shown. I mean, he he's lobbied hard to sell chips into China. So if this was really an issue and you really cared about it, you would not be doing that.”

“And it's not, and by the way, it's going to be heterogeneous. Obviously, Jensen's super competitive. Lisa is going to come. You know, Hawk's going to produce things from Broadcom. We will all do our own. So, there's going to be a combination. So, you want to r…”

“Under the mission is the boss philosophy, Jensen would start every new project by designating a leader, which he calls a pilot in command. That pilot in command will report directly to Jensen. We always have a pilot in command for every project. Whenever Jense…”

“Jensen organized his employees into groups centralized by function. So like sales, engineering, operations, and so on. They were treated as a general pool of talent and not divided by business units or divisions. We take the people that we have, and we're able…”

“Nvidia is making so much money, it's almost incomprehensible. So I think Jensen knows he's got to give up some of it.”

“I think the CEO of the Year is Jensen. And I like them, but the other thing I like about Jensen is sort of rethinking the role of the CEO. He's rethinking the CEO playbook. I think he's a pretty good inspiration for CEOs out there today.”

“I think that the two people who have, the two categories in the stack that didn't meaningfully exist at scale in SAS and cloud land that exists now are the GPUs, which is all Jensen and the models. Neither of those kind of categories even existed. And obviousl…”

“Under the Biden era, there was something called the Biden diffusion rule, which basically was a 200 page document, which basically made it illegal for America to export GPUs. It was really hard for you know, if you're Jensen or if you're Lisa Su to really kind…”

“People in DC literally view that Jensen is selling weapons of mass destruction to other countries. Yeah, that's why they use the word diffusion, proliferation, right? Those are nuclear weapons words.”

“I think NVIDIA and Jensen are national heroes for the work that they've done and the leadership they've given us in global AI. American success stories.”

“Jensen was a big proponent of public criticism, talked about the fact that you should criticize publicly because it should be a learning experience for the entire company. If you criticize privately, only you and that individual employee actually learned the l…”

“This is why I think distilling things down to a list of principles or a handful of maxims is so common and so important because essentially what the leader of the company is doing, what Jensen's doing is you're continuously teaching and reinforcing your compan…”

“And in fact, the people that work with Jensen, they call him professor, professor Jensen. And they talk about the fact that he has a very, he's a, he's really good at explaining complicated concepts in a way that almost anybody can understand. And the way he d…”

“People who train for the Olympics grumble about training early in the morning too. Jensen was sending a message. Long hours were a necessary prerequisite for excellence.”

“NVIDIA would split the design team into three groups. The first would design a new chip architecture while the other two worked in parallel to the first to develop faster derivatives Based on the new chip. What is that? Why? Why would you do that? Because this…”

“Jensen saw that Nvidia could stop throwing away parts that failed quality tests. They failed quality tests. If you're building a Ferrari, but not if you're building, you know, a Ford fusion, right? So true. These parts were not suitable for the company's Ferra…”

“Jensen is the Steve Jobs of our era.”

“The price to performance ratio continues to improve. I don't see that stopping. NVIDIA is a fantastic company. They've, Have a track record of innovating. They have a track record of new products. You better believe Jensen's driving his team super hard on what…”

“There are a lot of first time founders who are phenomenal. Like I think, you know, you think about Jensen from Nvidia, he's been, I think that's his first startup. It's turned out quite good, right? So that's the sort of thing where you'd also don't want to so…”