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CUDA

4 statements across 3 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Sep 6, 2024 by Chamath Palihapitiya · said 21 times in 15 episodes since 2023 · across every show →

Mentions by year

brought up most by Chamath Palihapitiya (15), Pat Gelsinger (2), Jensen Huang (2), Jason Calacanis (1), David Friedberg (1)

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0012.5252023202420252026episodesmentions per episode
2026 3 mentions in 2 episodes 2 per episode
2025 7 mentions in 4 episodes 2 per episode
2024 7 mentions in 5 episodes 1 per episode
2023 4 mentions in 4 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about CUDA, oldest first

Sep 6, 2024 neutral
Disclosure
Chamath: His firm is building a transpiler to bypass NVIDIA hardware lock-in
“So as part of eighty-ninety, one of the things that we're doing is we're building a transpiler.”
Chamath Palihapitiya Sep 6, 2024 ▶ 50:14 "Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?
Feb 2, 2025 positive
Assertion Partly supported
Palihapitiya: DeepSeek bypassed Nvidia CUDA software lock-in using PTX
“Everybody is used to building models and compiling through CUDA, which is Nvidia's proprietary language, which I've said for a couple of times is their biggest moat, but it's also the biggest threat factor for lock-in. And these guys worked totally around CUDA…”
Chamath Palihapitiya Feb 2, 2025 ▶ 10:24 AI Czar David Sacks Explains the DeepSeek Freak Out
Mar 19, 2026 bullish
Disclosure
Huang: 40% of Nvidia's business requires CUDA and full AI stack
“About 40% 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 don't know what to do with you.”
Jensen Huang Mar 19, 2026 ▶ 43:28 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
Mar 19, 2026 positive
Assertion Partly supported
Huang: Nvidia has radiation-hardened CUDA hardware deployed in satellites
“We're already radiation-hardened. We have CUDA in satellites around the world.”
Jensen Huang Mar 19, 2026 ▶ 48:20 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
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