CUDA, every mention
17 scenes · ← back to CUDA
tap a year for its mentions
every year anyone Chamath Palihapitiya 15Pat Gelsinger 2Jensen Huang 2Jason Calacanis 1David Friedberg 1
Verbatim, from the transcripts: the passages where CUDA comes up
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
- ▶ 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
Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
- ▶ 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…
Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
- ▶ 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.
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
- ▶ 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?
AI Czar David Sacks Explains the DeepSeek Freak Out
- ▶ 10:24 Chamath Palihapitiya And then the second thing that was crazy is 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… 2 times in the scene
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
- ▶ 27:45 Chamath Palihapitiya And then the second thing that was crazy is 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… 2 times in the scene
- ▶ 41:27 Chamath Palihapitiya This shows that actually CUDA, high level languages in general, I think we've all known that they suck, okay?
Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC
- ▶ 47:42 Chamath Palihapitiya You can't say NVIDIA because I think NVIDIA touches the consumer through an app that then sits on top of CUDA, which I think is, that's a brilliant strategy for them, but
"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?
- ▶ 50:25 Chamath Palihapitiya The problem with PyTorch and building to NVIDIA is you have this thing called CUDA in the middle of it, which is owned by NVIDIA. 2 times in the scene
DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market
- ▶ 18:24 Jason Calacanis What they're going after here, but it could include the NVIDIA use of CUDA software to lock customers into using their GPUs, or maybe how NVIDIA distributes their GPUs to customers.
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls
- ▶ 37:05 Chamath Palihapitiya So I think it's, it's likely that Nvidia goes on a full frontal assault against GCP and Amazon and Microsoft.
E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
- ▶ 35:32 Chamath Palihapitiya We ran headfirst into the fact that NVIDIA has this compiler product called CUDA, and we had to build a high-class compiler that you could take any model without any modifications.
- ▶ 48:16 Chamath Palihapitiya And so he was allowed to figure out by building this thing called CUDA, which is the compiler that sits on the chip, how he could now go and tell people that wanted to experiment with AI.
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
- ▶ 1:11:24 Chamath Palihapitiya They were trying to create essentially a walled garden where you had to use CUDA in order to basically compile to these, these miles to their chips.
All-In Summit: In conversation with Vinod Khosla
- ▶ 20:18 David Friedberg and there's just massive CUDA lock-in and
E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
- ▶ 1:31:16 Chamath Palihapitiya CUDA is very, very complete.
E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
- ▶ 1:20:11 Chamath Palihapitiya And this is what's crazy in a moment like this, like that is basically them trying to create an absolute monopoly, because if you have these rigs and these rigs are the most capable for learning and you have their SDK CUDA, which is…