NVIDIA B200
product on 10 shows · 6 statements across 6 episodes · said 23 times in 16 episodes since 2025
20VC 6 
Latent Space 4 
the a16z Podcast 4 
TBPN 4 
the MAD Podcast 3 
No Priors 1 
Invest Like the Best 1 
More or Less 
Sourcery 
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20VC 6the a16z Podcast 4Latent Space 4TBPN 4the MAD Podcast 3Invest Like the Best 1No Priors 1
2026 15 mentions in 12 episodes 1 per episode
- Next 100x in AI: Inference, Networking, & Self-Optimizing Models — Philip Kiely & Ali Taha, Baseten
- Tall Poppy Syndrome, Bytedance Gets Blackwell Chips, WSJ Mansion Section | Diet TBPN
- The End of GPU Scaling? Compute & The Agent Era — Tim Dettmers (Ai2) & Dan Fu (Together AI)
- How to Build Your Own Data Center & Why Every Startup Should Do It
- The Inference Frontier: from 100 to 10,000 tokens per second — Sean Lie, Cerebras CTO
- The GPU Myth: State of AI Compute 2026 | Stephen Balaban
- Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute · 20VC with Harry Stebbings
- Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- 4 more episodes that year, every mention in 2026 →
2025 8 mentions in 4 episodes 2 per episode
- Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
- Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
- GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
- Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
- every mention in 2025, scene by scene →
every mention on every show, scene by scene, with the transcript →
6 statements about NVIDIA B200, every show
Patel: Nvidia B200 and B300 server pricing increased prior to production
“I think you've already seen server pricing go up like B 200, B 300 that you're buying now versus last year. The price is significantly higher. We've seen next generation hardware receive price increases before they've even started production. Like, here was th…”
Morin: GLM 5.2 on B200s achieves 150 tokens per second
“And we got this thing up and running and out of the box, it's doing a 150 tokens per second, which is like 10 times what you get out of frontier models.”
Feldman says Elon Musk sold outdated H100 hardware in suboptimal deals
“They got H 100. They didn't get the B 200. They didn't get the most current. They are a generation and a half, maybe two generations behind. So the, this was not a great deal. It was a good deal for Elon. He had them sitting around, but they were forced to tak…”
Srivastava: 1,024 B200s Require 3-5 Year Contracts and 20-30% Prepay
“So if you wanted a thou, a thousand, 1024 B 200 which is, you know from a good cloud right now, you're not getting that less than a three to five year contract right now with a, probably a 20 to 30% TC, TCV prepay.”
Feldman: Cerebras Wafer Scale Engine is 56x larger than Nvidia B200
“And so this is, say, 56 times larger than a B 200. And it's a four trillion transistor part.”
Poolside and Reflection are building clusters with massive B200 GPU deployments
“They're companies like Poolside. They're building out tens of thousands of B-two hundred, GB-two hundred chips. You know, there's other folks like Reflection who are who are building out. Tens of thousands of B 200 chips.”