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Nvidia

also referred to as: nvidias

includes NVIDIA H100, NVIDIA Blackwell, NVIDIA Hopper, NVIDIA H20, NVIDIA A100, NVIDIA H200, NVIDIA H800, NVIDIA GPUs, NVIDIA GB300, NVIDIA Ampere, NVIDIA DGX, NVIDIA Feynman and 20 more

128 statements across 61 episodes · 77 bullish · 19 bearish · 23 people on the record · first statement Jul 22, 2022 by David Friedberg · said 914 times in 142 episodes since 2022 · across every show →

Mentions by year, the whole family

brought up most by Jason Calacanis (328), Chamath Palihapitiya (205), David Sacks (103), Gavin Baker (68), David Friedberg (52), Brad Gerstner (36), Thomas Laffont (16), Rene Haas (10)

tap a year for its mentions
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0255020222023202420252026episodes it came up in
0042585020222023202420252026episodesmentions per episode
2026 215 mentions in 33 episodes 7 per episode
2025 383 mentions in 50 episodes 8 per episode
2024 202 mentions in 35 episodes 6 per episode
2023 103 mentions in 21 episodes 5 per episode
2022 11 mentions in 3 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Nvidia, oldest first

Jul 22, 2022 neutral
Assertion Partly supported
Friedberg: Paul Pelosi bought Nvidia stock four times in 12 months
“Over the past year, He has bought Nvidia four different times, each time in the same kind of volume range... He's also bought Apple in the last month, Microsoft, sorry, he sold Apple, he bought Microsoft he bought Alliance Bernstein earlier in the year. He's m…”
David Friedberg Jul 22, 2022 ▶ 16:12 E88: First principle politics, China chaos & outlook, state of private/public markets & more
May 19, 2023 bullish
Assertion Supported
Chamath: 13Fs show hedge funds and family offices long Nvidia and AMD
“And it turns out if you look at their 13 Fs, they're all long NVIDIA and AMD.”
Chamath Palihapitiya May 19, 2023 ▶ 9:15 E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
May 26, 2023 bearish
Prediction Partly held up
Palihapitiya: Nvidia's margins will compress as major tech companies build custom chips
“In the end, Nvidia's gains today will be then spread across Nvidia. Facebook will have their own chip. Amazon will have their own chip. Google already does. Apple will have their own chip. All the memory companies will be in this space, right? So then the prof…”
Chamath Palihapitiya May 26, 2023 ▶ 1:04:45 E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
May 26, 2023 bullish
Prediction Not checkable as stated
Calacanis: Nvidia's best decades lie ahead and will benefit America
“It's best years, it's best decades are in front of it, obviously. This is going to be a massive boon for not only NVIDIA, but for America, or as I say, America.”
Jason Calacanis May 26, 2023 ▶ 1:00:32 E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
May 26, 2023 neutral
Assertion Supported
Friedberg: Nvidia is currently trading at 70 times next twelve months EBITDA
“When you look at the valuation of the business, they are currently trading at 70 times The next 12 months EBITDA.”
David Friedberg May 26, 2023 ▶ 1:01:20 E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
Jun 2, 2023 neutral
Prediction Held up
Palihapitiya predicts major non-Nvidia AI hardware announcements within two quarters
“So my bet is in the next two quarters, you start to see some real action so that folks start to have to balance their forecasts, where it's not just a hundred percent NVIDIA, but it's NVIDIA plus plus plus.”
Chamath Palihapitiya Jun 2, 2023 ▶ 1:23:30 E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
Jun 16, 2023 bullish
Prediction Held up
Brad Gerstner predicts Nvidia will beat earnings expectations through late 2023
“I don't think there's any problems with Nvidia. I think they're going to continue to perform. I think they're beat their numbers for the balance of the year.”
Brad Gerstner Jun 16, 2023 ▶ 18:18 E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
Jun 24, 2023 neutral
Assertion Supported
JCal: Seven tech stocks drive most of 2023 stock market gains
“Seven stocks make up the mo- most of the gains this year. Meta, Tesla, Nvidia, Amazon, Alphabet, Microsoft, and Apple.”
Jason Calacanis Jun 24, 2023 ▶ 8:33 E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
Jun 24, 2023
Assertion Supported
Gerstner: ByteDance announced a $1B Nvidia chip purchase in June 2023
“ByteDance bought a billion dollars worth of Nvidia chips announced this week, right?”
Brad Gerstner Jun 24, 2023 ▶ 44:08 E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
Jul 1, 2023
Opinion
Chamath: Chip and cloud investments in AI startups round-trip cash
“So whenever I see a chip maker and a cloud provider come together to put in a lot of money, it's essentially round tripping cash. They're giving them money, which then they use to buy their services. And then you know, you just you're just pumping revenue.”
Chamath Palihapitiya Jul 1, 2023 ▶ 1:03:59 E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
Jul 14, 2023 positive
Opinion
Chamath: Nvidia is the only major tech company firing on all cylinders
“The reality is those seven companies. One of them, Nvidia, is actually firing on all cylinders. Everybody else just stopped acting like a fucking moron.”
Chamath Palihapitiya Jul 14, 2023 ▶ 8:03 E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
Aug 26, 2023 positive
Assertion Supported
Jason Calacanis: Nvidia Q2 net income rose 843% year-over-year to $6B
“Q two net income. Six billion dollars up 843% year over year.”
Jason Calacanis Aug 26, 2023 ▶ 10:52 E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
Aug 26, 2023 positive
Assertion Supported
Jason Calacanis: Nvidia Q2 revenue reached $13.5B, up 101% year-over-year
“Q two revenue, 13.5 billion. Up a 101% year over year. That's extraordinary on that large of a number, but up 88% quarter over quarter.”
Jason Calacanis Aug 26, 2023 ▶ 10:38 E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
Aug 26, 2023 bearish
Prediction Held up
Chamath: Competition will eventually decay Nvidia's profit margins
“I think that that probably decays the Nvidia margin and upside over time.”
Chamath Palihapitiya Aug 26, 2023 ▶ 13:16 E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
Feb 17, 2024 bullish
Prediction Not checkable as stated
Friedberg: Efficiency gains support thesis that Nvidia could reach $10T valuation
“And so it really starts to rationalize the Nvidia thesis that it could be worth 10 trillion dollars potentially.”
David Friedberg Feb 17, 2024 ▶ 28:55 E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
Feb 23, 2024 positive
Assertion Supported
Nvidia reports $22.1B Q4 revenue and 9x net income growth
“Q four revenue, 22.1 billion. That's up 22% quarter over quarter, up 265% year over year. The net income was 12.3 billion, nine X year over year.”
Jason Calacanis Feb 23, 2024 ▶ 3:19 E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
Feb 23, 2024 bullish
Prediction Held up
Palihapitiya: Nvidia stock will trend upward for next 18 to 24 months
“Is it not going to go up in the next 18 to 24 months? Probably is for exactly the reason you said. It is super set up to have a very good meet and beat guidance for the street, which they'll eat up and all of the algorithms that trade the press releases will d…”
Chamath Palihapitiya Feb 23, 2024 ▶ 23:25 E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
Feb 23, 2024 bullish
Assertion Supported
Sacks: Nvidia's valuation is grounded in profits, unlike Cisco in 2000
“One is that if you look at Nvidia's multiples, they're nowhere near where Cisco's were back then. So the market in 1999 and early 2000 was way more bubbly than it is now. So Nvidia's valuation is much more grounded in real revenue, real margins, real profit.”
David Sacks Feb 23, 2024 ▶ 11:47 E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
Feb 23, 2024 positive
Assertion Supported
Nvidia sets corporate record with $247 billion single-day market cap gain
“Shares were up 15% on Thursday, representing a nearly two hundred fifty billion dollar jump in market cap. So let's just let that sit in for a second. This is the largest single day gain in market cap. Two hundred forty seven billion dollars added in market ca…”
Jason Calacanis Feb 23, 2024 ▶ 2:42 E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
Apr 12, 2024 bearish
Insight
Chamath: AI startups using HBM face roadblocks due to Nvidia's supply sweep
“If you are investing in a company that is subject to, you know, HBM in their design decisions, or these specific optical cables, or a whole bunch of other things, you're going to be in a really difficult spot because Nvidia's bought them all.”
Chamath Palihapitiya Apr 12, 2024 ▶ 5:58 E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
Apr 12, 2024 bearish
Opinion
Chamath: Nvidia's power and supply chain strategy is unsustainable
“There's some very important nuances around power and around supply chain decisions and technology decisions that, frankly, some people would think are unsustainable. And the more I understand them, I would be in that camp as well.”
Chamath Palihapitiya Apr 12, 2024 ▶ 7:23 E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
Apr 26, 2024 bearish
Opinion
Chamath asserts Nvidia hardware is miscast for AI inference
“NVIDIA is really good at training and very miscast at inference.”
Chamath Palihapitiya Apr 26, 2024 ▶ 21:07 Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
May 24, 2024 bullish
Opinion
Sacks: Nvidia has a much stronger competitive moat than Cisco had
“So I think you can make the case that NVIDIA has a much better moat than Cisco.”
David Sacks May 24, 2024 ▶ 33:41 Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls
May 24, 2024 neutral
Prediction Open · timeframe May 2029
Chamath: Nvidia will likely compete directly with GCP, AWS, and Azure
“So I think it's likely that Nvidia goes on a full frontal assault against GCP and Amazon and Microsoft.”
Chamath Palihapitiya May 24, 2024 ▶ 37:05 Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls
May 24, 2024 positive
Assertion Partly supported
Calacanis: Nvidia Q1 revenue reached $26 billion, up 260% year-over-year
“NVIDIA reported earnings for the fiscal Q one revenue was twenty six billion up 18% quarter of a quarter, 260% year over year.”
Jason Calacanis May 24, 2024 ▶ 25:44 Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls
May 24, 2024 bearish
Prediction Partly held up
Chamath: Nvidia will lose market share to AI chip startups over time
“At some point, the spread trade will be that Nvidia loses share, even though revenues keep compounding to these upstarts.”
Chamath Palihapitiya May 24, 2024 ▶ 31:17 Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls
May 24, 2024 neutral
Assertion Partly supported
Friedberg: $22B of Nvidia's $26B Q1 revenue came from data centers
“If you look at NVIDIA's revenue, they did twenty six billion dollars of total revenue in the quarter, twenty two billion of which was data center, and about 40% of that Was from the top four hyperscalers.”
David Friedberg May 24, 2024 ▶ 35:35 Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls
May 31, 2024 bearish
Prediction Not checkable as stated
Tech stocks and Nvidia face market punishment over unproven AI spend
“If you do not start seeing revenue flow to the bottom line of these companies that are spending twenty six billion dollars a quarter, The market cap of Nvidia is not what the market cap of Nvidia should be, and all of these other companies are going to get pun…”
Chamath Palihapitiya May 31, 2024 ▶ 1:38:34 Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?
Jun 7, 2024 neutral
Assertion Supported
Calacanis: Nvidia briefly surpassed Apple in market capitalization
“Actually today, NVIDIA passed Apple for a moment in time.”
Jason Calacanis Jun 7, 2024 ▶ 19:35 DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market
Aug 30, 2024 neutral
Prediction Held up
Hoffman predicts the bulk of AI chip demand will be for inference
“And I think there's gonna be a bunch of those kind of coming in, and the bulk of the demand will be on the inference side”
Reid Hoffman Aug 30, 2024 ▶ 9:46 In conversation with Reid Hoffman & Robert F. Kennedy Jr.
Aug 30, 2024 bullish
Prediction Open · timeframe Aug 2026
Hoffman: NVIDIA's AI growth run is sustainable for two years
“I basically told them and say, hey, look, it's sustainable for two years, which for you guys means forever, right?”
Reid Hoffman Aug 30, 2024 ▶ 9:10 In conversation with Reid Hoffman & Robert F. Kennedy Jr.
Aug 30, 2024 bullish
Opinion
Hoffman advises investors not to short NVIDIA stock
“I definitely, I would recommend people not be short on Nvidia today.”
Reid Hoffman Aug 30, 2024 ▶ 10:22 In conversation with Reid Hoffman & Robert F. Kennedy Jr.
Sep 13, 2024 bullish
Assertion Partly supported
Thiel: Nvidia earns over 100% of AI industry profits
“Nvidia is making over 100% of the profits. Everybody else is collectively losing money.”
Peter Thiel Sep 13, 2024 ▶ 21:05 Peter Thiel: The Coming Collapse No One Is Prepared For
Sep 26, 2024
Assertion Supported
Laffont: Nvidia's Jensen Huang is Silicon Valley's longest-tenured founder CEO
“And you get to back a founder like Jensen at NVIDIA, who many people don't know, but is the longest tenured founder CEO in Silicon Valley.”
Thomas Laffont Sep 26, 2024 ▶ 13:53 Thomas Laffont | All-In Summit 2024
Dec 7, 2024 positive
Opinion
Baker: Musk saved Nvidia during Blackwell delays by proving Hopper cluster scale
“I actually think you can argue that Elon doing that in a lot of ways kind of saved Nvidia from a tough six month period when Blackwell was delayed because everyone who was waiting for Blackwell and thought it was impossible to make a 100,000 hoppers coherent r…”
Gavin Baker Dec 7, 2024 ▶ 53:50 New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale
Dec 25, 2024 bearish
Prediction Not checkable as stated
Chamath: Musk's 900,000 Nvidia GPU order will restrict rivals' hardware access
“He's actually bought now not just the largest NVIDIA cluster, but he's promised to buy 900,000 more. Do you know what happens when you buy a 100,000 and then buy, promise to buy 900,000? Not only are you at the front of the line, you consume NVIDIA's attention…”
Chamath Palihapitiya Dec 25, 2024 ▶ 1:03:22 The All-In Holiday Spectacular
Jan 4, 2025
Assertion Not checkable as stated
Baker notes high bandwidth memory costs Nvidia more than TSMC chips
“High bandwidth memory is a bigger part of Nvidia's cogs on GPUs than Taiwan Semi is.”
Gavin Baker Jan 4, 2025 ▶ 1:14:23 2025 Predictions: Tech, Business, Media, Politics!
Jan 25, 2025 positive
Assertion Supported
Chamath: Broadcom is a $1.12T business that receives little attention
“Is that it is the only trillion dollar company that nobody talks about. Everybody knows Nvidia. Everybody knows Amazon Meta, but Broadcom is a 1.12 trillion dollar business.”
Chamath Palihapitiya Jan 25, 2025 ▶ 1:45:13 Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
Jan 25, 2025
Assertion Supported
Friedberg: Broadcom grew 8x and Nvidia 20x while Intel dropped 70%
“Well, what's really interesting is that in the last five years, the market cap's grown by eight X, Nvidia's grown by 20 X, but, you know, Intel over the last five years is what, down 70%?”
David Friedberg Jan 25, 2025 ▶ 1:46:51 Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
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 8, 2025 neutral
Assertion Supported
Calacanis: CoreWeave operates 32 data centers with 250,000 NVIDIA GPUs
“They've got 32 data centers with 250,000 NVIDIA GPUs.”
Jason Calacanis Mar 8, 2025 ▶ 54:03 Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
Mar 15, 2025 bullish
Prediction Not checkable as stated
Calacanis: Young retail traders will mature from meme coins to real equities
“If you let these kids trade, they will figure it out over time, and then what happens is, like you, they get married, they get a baby, they want to get a house, and then they say, you know what, I'm going to stop buying meme coins, I'm going to start buying Bi…”
Jason Calacanis Mar 15, 2025 ▶ 1:03:15 Fixing the American Dream with Andrew Schulz
Mar 29, 2025 bearish
Prediction Open · timeframe Mar 2030
Gavin Baker: China zero percent likely to build Nvidia rival within five years
“In the next five years, I think zero. I think it's really, really hard.”
Gavin Baker Mar 29, 2025 ▶ 18:58 The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
Mar 29, 2025 positive
Assertion Not checkable as stated
Baker: Lower revenue concentration among cloud hyperscalers strengthens Nvidia's pricing leverage
“Their incremental share of revenue went down and that was nothing but good for NVIDIA because they now have kind of a more fragmented base of buyers who have less power over them.”
Gavin Baker Mar 29, 2025 ▶ 4:00 The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
Mar 29, 2025 neutral
What-if
Gavin Baker: Nvidia's neocloud investments did not boost its revenues
“If NVIDIA had not put any money into CoreWeave, not put any money into kind of other of these neoclouds, I don't think it would have impacted their revenues at all.”
Gavin Baker Mar 29, 2025 ▶ 2:52 The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
Mar 29, 2025 bullish
Assertion Not checkable as stated
Baker: Nvidia's Blackwell transition is unprecedented, comparable only to the iPhone
“There's never been a product transition like this in the history of semiconductors going from Hopper to Blackwell, you know, kind of the 2022 generation GPU to this one. The only precedent for this on planet earth is the iPhone.”
Gavin Baker Mar 29, 2025 ▶ 4:39 The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
Apr 19, 2025 negative
Assertion Supported
Palihapitiya: 47% of Nvidia's revenue comes from China and related regions
“About 47% of all of Nvidia's revenue goes to China and Chinese-related Countries.”
Chamath Palihapitiya Apr 19, 2025 ▶ 16:19 Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
Apr 19, 2025 neutral
Assertion Partly supported
Sacks: Nvidia H20 chip has 20% more memory bandwidth than H100
“And if you look at the memory bandwidth on the H-Twenty, it actually has 20% more memory bandwidth than the H-One-Hundred.”
David Sacks Apr 19, 2025 ▶ 9:59 Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
Apr 19, 2025 negative
Prediction Not checkable as stated
Palihapitiya: Nvidia will use plausible deniability to defend Asian chip sales
“This is a case where you have plausible deniability, right? I sell something to a Singaporean registered company. Plausible deniability. What am I supposed to do? You can't expect me to audit it. I think that's what Nvidia's answer will be to this question.”
Chamath Palihapitiya Apr 19, 2025 ▶ 25:57 Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
Apr 26, 2025 neutral
Assertion Supported
Chamath: Nvidia reports revenue based on billing address, not physical delivery
“They report revenue on what's called the billing or the invoicing address.”
Chamath Palihapitiya Apr 26, 2025 ▶ 54:54 Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
Apr 26, 2025 neutral
Assertion Supported
Chamath: Nvidia SEC filings show 47% of revenue in China, Singapore, Taiwan
“When you look at the SEC filings for Nvidia and you add up all the revenue, it says that about 47% of the revenue goes to China, Singapore, Taiwan, I think it was.”
Chamath Palihapitiya Apr 26, 2025 ▶ 54:33 Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
May 16, 2025
Prediction Not checkable as stated
Pichai: Everyone in the AI industry will attempt custom silicon alongside GPUs
“And I do think, look, I do think everyone in the industry is going to try and do something like that, but, you know, it's you know, NVIDIA's R&D and their ability to,”
Sundar Pichai May 16, 2025 ▶ 20:40 Sundar Pichai, CEO of Alphabet | The All-In Interview
May 24, 2025
Assertion Partly supported
Sacks: Nvidia NVL server cabinet stands 8 feet tall and weighs 3,600 pounds
“The NVIDIA data center product, NVL-CVII, is this giant server cabinet. It's eight feet tall. It weighs 3600 pounds.”
David Sacks May 24, 2025 ▶ 1:06:01 Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO
Jun 21, 2025 bullish
Prediction Not checkable as stated
Lafont: Nvidia and Tesla are top picks for 5-year AI dominance
“Look, I think to me, number one, I still think NVIDIA, right? I don't see the GPU kind of getting displaced. I see additional architectures kind of coming on board, right? And growing the market. But at the end of the day, all roads still lead to the GPU for a…”
Thomas Laffont Jun 21, 2025 ▶ 29:59 IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
Jun 21, 2025 bearish
Prediction Not checkable as stated
Friedberg: Chinese semiconductor advances will threaten Nvidia in the near term
“So I do think that there's going to be an emergent competitive threat coming out of China to NVIDIA. And just like we were knocked over by DeepSeq, I think we will be knocked over by some semiconductor manufacturing processes coming out of China in the near te…”
David Friedberg Jun 21, 2025 ▶ 36:53 IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
Jul 19, 2025 bullish
Assertion Not checkable as stated
Baker: Nvidia's H20 chip is two years ahead of Huawei's chips
“It's called two years ahead of kind of the chips from Huawei.”
Gavin Baker Jul 19, 2025 ▶ 1:01:04 Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law
Jul 19, 2025 positive
Prediction Not checkable as stated
Baker: Exporting Nvidia H20 chips deters China from creating rival AI accelerators
“It's a smart decision for America to sell this chip that gives America an advantage in AI and keeps China from developing kind of their own domestic alternatives, which could eventually kind of challenge, you know, Nvidia, AMD, you know, other kind of American…”
Gavin Baker Jul 19, 2025 ▶ 1:01:57 Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law
Jul 23, 2025 bullish
Prediction Not checkable as stated
Rabois: AI allows small businesses to eat mid-market companies
“So the large, largest players, the NVIDIAs of the world, do benefit the more people that run, compute, etc. But then I think that the smaller businesses actually eat at mid-market companies because they can compete now and they've been at an economic disadvant…”
Keith Rabois Jul 23, 2025 ▶ 1:24:29 Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Shyam Sankar, Chris Power
Jul 23, 2025 positive
Assertion Not checkable as stated
Huang: I have created more billionaires on my management team than anyone
“First of all, I've created more billionaires on my management team than any CEO in the world.”
Jensen Huang Jul 23, 2025 ▶ 1:02:17 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Jul 23, 2025
Disclosure
Huang: NVIDIA discloses product roadmaps to partners a year in advance
“We disclose our roadmap to all of our partners a year in advance.”
Jensen Huang Jul 23, 2025 ▶ 48:43 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Jul 23, 2025 positive
Disclosure
Huang: 100% of Nvidia software engineers and chip designers use AI
“Every single software engineer today uses AI, not one left behind. A hundred percent of our chip designers use AI.”
Jensen Huang Jul 23, 2025 ▶ 46:09 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Jul 23, 2025 bullish
Prediction Not checkable as stated
Huang predicts everything that moves will eventually be autonomous
“Everything in the world that moves will be autonomous someday. And that someday is probably around the corner.”
Jensen Huang Jul 23, 2025 ▶ 57:40 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Jul 23, 2025 bullish
Prediction Open · timeframe Jul 2029
Huang: US will produce $500B in AI supercomputers over next four years
“In Arizona and Texas, we will, in the next four years, probably produce about half a trillion dollars worth of AI supercomputers.”
Jensen Huang Jul 23, 2025 ▶ 55:30 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Jul 24, 2025 positive
Assertion Partly supported
Trump claims NVIDIA committed to a $500 billion investment over four years
“NVIDIA has committed five hundred billion dollars over the next four years.”
Donald J. Trump Jul 24, 2025 ▶ 39:02 Winning the AI Race Part 5: President Trump on the AI Action Plan
Sep 30, 2025
Assertion Not checkable as stated
Haas: Intel competition drove Nvidia's early pivot to Arm architecture
“That was the genesis of starting to pivot to ARM in a very big way inside NVIDIA, because at that time, Jensen looked at what was going on with SoCs and ARM-based architecture and moved everybody on to the SoC program.”
Rene Haas Sep 30, 2025 ▶ 2:48 Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
Sep 30, 2025 neutral
Assertion Supported
Haas: Nvidia is an Arm customer rather than a direct competitor
“NVIDIA is a customer of ours, so I'm not gonna say Jensen is my competitor today.”
Rene Haas Sep 30, 2025 ▶ 1:12 Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
Oct 10, 2025 bullish
Assertion Partly supported
Gerstner: Nvidia captured nearly 100% of incremental AI data center revenues
“In twenty-twenty-two, two and a half years ago, NVIDIA and AMD had basically the same revenue, twenty-five billion dollars, right? This year, NVIDIA will do 10 X that at roughly, you know, 210, two hundred and thirty billion dollars, and AMD will do thirty-thr…”
Brad Gerstner Oct 10, 2025 ▶ 46:00 Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
Oct 10, 2025 bullish
Prediction Open · timeframe Dec 2027
Gerstner: Nvidia will generate $450B in cash flow from 2025 to 2027
“25 through 27, NVIDIA will generate four hundred and fifty billion dollars, half a trillion dollars of cash flow.”
Brad Gerstner Oct 10, 2025 ▶ 1:11:37 Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
Oct 10, 2025 bullish
Assertion Supported
Gerstner: Nvidia trades at lower P/E ratio than at $200 share price
“The reality today is NVIDIA trades at a lower price to earnings multiple than it did when it was 200 dollars a share.”
Brad Gerstner Oct 10, 2025 ▶ 57:12 Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
Oct 10, 2025 negative
Assertion Contradicted
Gerstner: Wall Street estimates Nvidia revenue growth flatlining under 10% CAGR from 2027-2029
“So if you look at that estimate, you know, starting in 20, 27, it basically flatlines 27 through 29 for Nvidia. Right? Less than 10% CAGR in terms of the growth for NVIDIA. They have by 20 29, them doing three hundred and sixty billion in revenue compared to t…”
Brad Gerstner Oct 10, 2025 ▶ 50:04 Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
Oct 16, 2025 positive
Opinion
Sorkin: RCA was the Nvidia of the 1920s technological boom
“So RCA was like the Nvidia of its time.”
Andrew Ross Sorkin Oct 16, 2025 ▶ 5:56 1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned
Nov 4, 2025 bullish
Disclosure
Tareq Amin: Humain has partnered with AMD, Groq, Nvidia, and Qualcomm
“So if you see our partnership that we have done with AMD, with a startup called Grog NVIDIA, Qualcomm. It shows you clearly our commitment to this relationship and partnership, and it's really deep.”
Tareq Amin Nov 4, 2025 ▶ 22:46 Inside Saudi Arabia’s AI Ambition: Tareq Amin on Building a New Tech Superpower
Dec 6, 2025 bearish
Prediction Held up
Calacanis: Nvidia will decline or severely downgrade investment in OpenAI
“I think NVIDIA is not going to take their option to invest in open AI, or they're going to really downgrade at 70, 80%, and they're going to allocate it to other players.”
Jason Calacanis Dec 6, 2025 ▶ 18:35 OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
Dec 19, 2025 bullish
Prediction Partly held up
Friedberg: Huawei will challenge Nvidia in 2026 using undisclosed lithography tech
“My early prediction for twenty-twenty-six is Huawei, where I think that there's lithography technology, that exists in China that is not publicly discussed, that is going to be deployed in Huawei and all these fabs that they're building in mainland China.”
David Friedberg Dec 19, 2025 ▶ 1:02:28 Bernie Sanders Says Stop All AI, China's Breakthrough, Inflation Down, Golden Age in 2026?
Dec 19, 2025 positive
Assertion Not checkable as stated
Friedberg: Nvidia is the only company capturing massive AI value so far
“There isn't an aggregation at this stage of value creation with the exception of Nvidia, which has really got this three trillion dollar market cap creation that's happened in the last couple of years.”
David Friedberg Dec 19, 2025 ▶ 7:37 Bernie Sanders Says Stop All AI, China's Breakthrough, Inflation Down, Golden Age in 2026?
Dec 24, 2025 bullish
Assertion Supported
Friedberg: Nvidia created $4.2 trillion in market value over 36 months
“NVIDIA, four and a half trillion market cap, that's up from 300,000,000,036 months ago. So this is a company that in 36 months created 4.2 trillion dollars of market value.”
David Friedberg Dec 24, 2025 ▶ 1:09:22 All-In x Kill Tony: A Hilarious Holiday Special
Dec 31, 2025 bullish
Prediction Not checkable as stated
Chamath: Nvidia-Groq deal will drastically drive down AI infrastructure costs
“I just think it's going to create a huge acceleration in the ability for this entire infrastructure layer to get much cheaper and much more valuable, which I suspect then it'll have a lot more developer pull. You'll get a lot more applications being built, bil…”
Chamath Palihapitiya Dec 31, 2025 ▶ 1:37:36 Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal
Jan 9, 2026 neutral
Disclosure
Lutnick: Nvidia must send chips to US for government testing
“So the way we're doing it is he has to send the chips to America. We test the chip to make sure that he hasn't enhanced it in any way.”
Howard Lutnick Jan 9, 2026 ▶ 1:17:39 Howard Lutnick: How America Can Hit 6% GDP Growth in 2026
Jan 17, 2026 neutral
Assertion Supported
Chamath: OpenAI is diversifying inference hardware across AMD, Nvidia, and Cerebras
“What I can tell you is that OpenAI is aggressively trying to diversify so that they have multiple paths Of inference available. They have a huge deal with AMD. They have a huge deal with Nvidia. They now have a huge deal with Cerebris.”
Chamath Palihapitiya Jan 17, 2026 ▶ 33:13 Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs
Jan 23, 2026 negative
Assertion Supported
Sacks: China is blocking Nvidia chips to subsidize and elevate Huawei
“I think Bloomberg and Reuters reported that they actually are not allowing Nvidia chips into their country, and the reason for that, we think, is that they want to indigenize chip production. They want to stand up Huawei as their national champion, and effecti…”
David Sacks Jan 23, 2026 ▶ 30:35 Inside America’s AI Strategy: Infrastructure, Regulation, and Global Competition
Jan 23, 2026
Assertion Partly supported
Loosararian: NVIDIA invested $1B into Skild AI at $14B valuation
“NVIDIA, I think, just put a billion dollars into skilled AI, which is creating the brain for robots. Actually at a fourteen billion dollar evaluation”
Jake Loosararian Jan 23, 2026 ▶ 1:33:12 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026 neutral
Assertion Contradicted
Feldman: Nvidia's stock price remained flat between 2004 and 2010
“If you look at NVIDIA's stock price from 2004 to 2010, it was flat.”
Andrew Feldman Jan 23, 2026 ▶ 42:13 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Mar 19, 2026 neutral
Assertion Partly supported
Huang: Nvidia has 43,000 employees, including 38,000 engineers
“We have 43,000 employees, you know, I would say 38,000 are engineers.”
Jensen Huang Mar 19, 2026 ▶ 23:27 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
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
Disclosure
Huang: Chinese firms placed purchase orders with Nvidia following license approvals
“We informed the Chinese companies and many of them have given us purchase orders. And so we're gonna, we're in the process of cranking up our supply chain again to go ship.”
Jensen Huang Mar 19, 2026 ▶ 35:03 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
Mar 19, 2026 bullish
Prediction Open · timeframe Dec 2027
Chamath: Nvidia will do $350B+ revenue and $200B free cash flow next year
“This thing is going to do 350 plus billion of revenue next year, two hundred billion of free cash flow.”
Chamath Palihapitiya Mar 19, 2026 ▶ 8:59 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
Mar 19, 2026 bullish
Assertion Not checkable as stated
Huang: Nvidia's $50B inference factory yields the lowest token cost
“It is very likely that the fifty billion dollar factory, and in fact, I can prove it, that the fifty billion dollar factory will generate for you the lowest cost tokens.”
Jensen Huang Mar 19, 2026 ▶ 7:47 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
Mar 19, 2026 bullish
Disclosure
Huang: Nvidia plans to add Groq to optimize data center workloads
“Today, NVIDIA's computing is spread across GPUs, CPUs, switches, scale up switches, scale out switches, networking processors, and now we're going to add Grok to that, and we're going to put the right workload on the right chips.”
Jensen Huang Mar 19, 2026 ▶ 2:31 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
Mar 19, 2026 negative
Assertion Contradicted
Jensen Huang: Nvidia's market share in China fell from 95% to 0%
“At the current moment as we speak, NVIDIA gave up a 95% market share in the second largest market in the world, and we're at zero percent.”
Jensen Huang Mar 19, 2026 ▶ 34:29 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
Mar 19, 2026 positive
Disclosure
Huang: Nvidia is a large consumer of Anthropic technology
“We are a large consumer of Anthropic technology.”
Jensen Huang Mar 19, 2026 ▶ 18:56 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
Mar 19, 2026 bullish
Prediction Not checkable as stated
Jensen Huang predicts everything that moves will eventually be autonomous
“We believe that everything that moves will be autonomous, completely or partly. Someday.”
Jensen Huang Mar 19, 2026 ▶ 40:38 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
Mar 19, 2026 bullish
Disclosure
Huang: Nvidia is exploring space data center architectures, which will take years
“We're going to explore what is the architecture of data centers look like in space, and it'll take years.”
Jensen Huang Mar 19, 2026 ▶ 48:42 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
Mar 19, 2026 bearish
Insight
Huang: Free competing chips aren't cheap enough if throughput lags Nvidia
“That's the reason why I said that even for most chips, if you can't keep up with the state of the technology and the pace that we're running, even when the chips are free, it's not cheap enough.”
Jensen Huang Mar 19, 2026 ▶ 8:42 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
Mar 19, 2026 bullish
Assertion Partly supported
Jensen Huang says Nvidia's physical AI business is near $10 billion annually
“It is a multi-billion dollar business for us. It's close to ten billion dollars a year now.”
Jensen Huang Mar 19, 2026 ▶ 11:20 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
Mar 19, 2026 bullish
Prediction Held up
Huang: AWS will purchase 1 million Nvidia chips in coming years
“In the case of AWS, I think they just announced, I think it was yesterday, that they're gonna buy a million chips in the next couple years.”
Jensen Huang Mar 19, 2026 ▶ 44:20 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
Mar 19, 2026 bullish
Assertion Partly supported
Huang: Nvidia is gaining AI infrastructure market share
“Surprisingly, NVIDIA's gaining market share. If you look at where we are today, we're gaining share.”
Jensen Huang Mar 19, 2026 ▶ 43:52 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
Mar 19, 2026
Assertion Contradicted
Huang: Nvidia introduced AI factory operating system Dynamo two years ago
“Two and a half years ago, I introduced the operating system of the AI factory, and it's called Dynamo.”
Jensen Huang Mar 19, 2026 ▶ 1:02 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
Mar 19, 2026 bullish
Assertion Not checkable as stated
Jensen Huang: Nvidia's total addressable market probably increased 33% to 50%
“So NVIDIA's TAM, if you will, increased from whatever it was to probably something, call it, you know, 33%, 50% higher.”
Jensen Huang Mar 19, 2026 ▶ 4:22 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
Mar 19, 2026 bullish
Prediction Not checkable as stated
Huang: $2T telecom industry will transform into AI infrastructure
“One of the most important ones is one that we're working on that basically turns the telecommunications base stations Into part of the AI infrastructure. So now, all of the, it's a two trillion dollar industry. All of that in time will be transformed into an e…”
Jensen Huang Mar 19, 2026 ▶ 6:06 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
Mar 23, 2026 bullish
Disclosure
Mensch: Mistral AI will train next-gen frontier models with NVIDIA
“Well, we are announcing that we are going to be training the next generation of Frontier models with NVIDIA.”
Arthur Mensch Mar 23, 2026 ▶ 1:07:38 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
Mar 27, 2026 bullish
Opinion
Chamath: Nvidia is unbelievably accretive despite being mispriced like SaaS
“Except Nvidia. Which is the most unbelievably accretive, well-run company, highest margins, you know, making two hundred billion dollars. And they're treating it like they're treating ServiceNow and Snowflake.”
Chamath Palihapitiya Mar 27, 2026 ▶ 32:49 Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits
May 22, 2026 bullish
Assertion Not checkable as stated
Baker: Nvidia's Western AI business grows faster than Broadcom's
“Within the Western AI world, Within data centers that need being built, whether they're being built by CoreWeave, XAI, Amazon, Google, NVIDIA's AI business is growing faster than Broadcoms.”
Gavin Baker May 22, 2026 ▶ 1:16:30 SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
May 22, 2026 bullish
Insight
Chamath: Domain-specific architecture evolution is happening inside Nvidia
“The reality is that that DSA Market evolution is actually happening inside of Nvidia.”
Chamath Palihapitiya May 22, 2026 ▶ 1:19:10 SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
May 22, 2026 positive
Insight
Gavin Baker: Selling deprecated Nvidia GPUs to China delays Chinese semiconductor independence
“I think selling in deprecated Nvidia GPUs to China. Lowers the odds of them developing their own alternative ecosystem, which would be a lot power hungrier because you use optical, you bring in optical a lot earlier for scale up fabrics.”
Gavin Baker May 22, 2026 ▶ 1:36:19 SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
May 22, 2026
Insight
Baker: AI hardware sector valuations are cross-sectionally inefficient and inconsistent
“Cross-sectionally, if you look at the valuations for all these AI names, they just, they can't all be accurate... The AI market is cross-sectionally inefficient right now, which is what I was trying to say.”
Gavin Baker May 22, 2026 ▶ 1:14:24 SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
May 22, 2026 bullish
Assertion Not checkable as stated
Gavin Baker: Major tech firms are convinced orbital compute will become reality
“Google, Anthropic, Amazon, NVIDIA. They are all very convinced that orbital compute is going to be reality, and obviously SpaceX is extraordinarily well positioned for that.”
Gavin Baker May 22, 2026 ▶ 52:41 SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
May 22, 2026 bullish
Assertion Partly supported
Gavin Baker: Nvidia trades at low to mid-teens multiple of real earnings
“And, you know, these, the Nvidia of the tech bubble is Cisco and it traded a hundred times forward earnings. And, you know, I think Nvidia is probably at a low teens, multiple of kind of low to mid teens, multiple of real earnings.”
Gavin Baker May 22, 2026 ▶ 1:28:49 SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
May 22, 2026 bullish
Opinion
Baker: Competitors withhold custom AI ASICs from benchmarks because they would lose
“These other ASICs. . Are not being submitted for benchmarks. They're not in the CB analysis inference max. They're not in MLperf. I think the reason they're not being submitted is they will lose.”
Gavin Baker May 22, 2026 ▶ 1:17:30 SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
Jun 2, 2026 bullish
Disclosure
Friar: OpenAI's next major fall training run will use Nvidia Vera Rubin
“So today, Nvidia remains our absolute priority partner. They have the frontier chip. Our next big trading run in the fall will be done on Vera Rubens.”
Sarah Friar Jun 2, 2026 ▶ 24:18 OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
Jun 5, 2026 bullish
Opinion
Dan Loeb: NVIDIA is absolutely undervalued based on multi-year earnings
“Yeah, absolutely. On earnings over the next two or three years.”
Dan Loeb Jun 5, 2026 ▶ 21:36 Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
Jun 6, 2026 positive
Disclosure
Planet Labs launched NVIDIA GPUs in space and is testing Google TPUs
“So we're partnering, ah, with Google to launch some of their TPUs into space. We've already launched NVIDIA's, ah, some of NVIDIA's GPUs into space. We're launching Google's TPUs into space on an early test.”
Will Marshall Jun 6, 2026 ▶ 17:19 The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
Jun 6, 2026 bearish
Opinion
Feldman: GPU builders have near-zero chance of outperforming NVIDIA
“So if you build a GPU, the odds that you're better than NVIDIA in our view are approximately zero.”
Andrew Feldman Jun 6, 2026 ▶ 23:11 The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
Jul 3, 2026 bullish
Prediction Not checkable as stated
Calacanis: Users won't distinguish NVIDIA's Nemotron from Claude in 95% of searches
“You will not be able to tell the difference between Jensen Wong's open source LLM sacks and Claude for 95% of your searches. I guarantee you.”
Jason Calacanis Jul 3, 2026 ▶ 25:28 AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
Aug 7, 2026 neutral
Assertion Contradicted
Gerstner: Vast majority of AI compute offtake comes from 3 companies
“So the vast majority of the offtake commitments are coming from Anthropic, OpenAI, and NVIDIA. Right. When you hear about the hyperscalers building all of this, you know, this computer, they're building it out to sell to the people that we you know, that we ju…”
Brad Gerstner Aug 7, 2026 ▶ 42:29 Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
Aug 13, 2026 positive
Insight
Baker: Nvidia is functioning as the central bank of AI
“In some ways, NVIDIA is kind of becoming the central bank of AI. The Federal Reserve of AI. That is like a way to kind of conceptualize what they are doing. And in the same way, the federal reserve, like a lot of monetary policy, it works through private banks…”
Gavin Baker Aug 13, 2026 ▶ 1:06:39 Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
Aug 13, 2026 bullish
Assertion Supported
Calacanis: Nvidia partnering with Goldman and BlackRock for $500B financing
“NVIDIA is partnering with Goldman, BlackRock, and others to raise five hundred billion in AI compute.”
Jason Calacanis Aug 13, 2026 ▶ 58:18 Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
Aug 13, 2026 bullish
Prediction Not checkable as stated
Calacanis: AI chip inference efficiency will improve 5x-10x every 12-18 months
“If you look at what Cerebrus and Grok and NVIDIA are up to, they're making inference 10 times, five times, every year, and you're the chip master here, Gavin, but they'll be five to 10 times more efficient every 12 to 18 months.”
Jason Calacanis Aug 13, 2026 ▶ 55:05 Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
Aug 13, 2026 bullish
Prediction Not checkable as stated
Baker: Nvidia might reach the frontier of open-source AI models
“I think you might see Nvidia at the open source frontier.”
Gavin Baker Aug 13, 2026 ▶ 55:59 Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
Aug 13, 2026 bullish
Insight
Baker: Divergent Chinese open-source model architectures favor Nvidia GPUs
“If you look at the underlying architectures of the three, what I call big Chinese open source models, and maybe even through a few, or four, You know, if we have Quinn, if we have Kimmy, if we have DeepSeq, and then we have GLM, they're actually evolving in ve…”
Gavin Baker Aug 13, 2026 ▶ 1:00:19 Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
Aug 21, 2026 positive
Opinion
Chamath: Open-source AI companies do not push doomerism like closed labs
“Because what's interesting to me is I haven't seen the same Doomerism from any open source model company, including Nvidia. And the thing with the open source models is you can actually see it thinking, so you can see its misalignment in real time.”
Chamath Palihapitiya Aug 21, 2026 ▶ 11:21 Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
Aug 21, 2026 negative
Assertion Supported
Sacks: Anthropic Lobbied to Restrict Nvidia's International Chip Sales
“Anthropic has really been behind a lot of the political activity to restrict Nvidia's sales internationally.”
David Sacks Aug 21, 2026 ▶ 52:33 Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
Aug 29, 2026 bullish
Assertion Supported
Sacks: Nvidia guided for 70% growth against 45% Street expectations
“Which is really, I think the reason why the stock is up eight percent today is not just the great quarter, but the fact that they guided To 70% growth next year, whereas the street was only expecting around 45%.”
David Sacks Aug 29, 2026 ▶ 29:53 Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
Aug 29, 2026 neutral
Prediction Not checkable as stated
Chamath: Big tech will vertically integrate clouds, models, and silicon within five years
“You're going to look at these big companies in five years. They're all going to have their own cloud. They're all going to have their own models. They're all going to have their own silicon. They're all going to have their own data centers. Soup to nuts, they'…”
Chamath Palihapitiya Aug 29, 2026 ▶ 33:14 Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
Aug 29, 2026 positive
Assertion Partly supported
Calacanis: Nvidia acquired Hugging Face for $12B and Poolside for $6B
“He bought Hugging Face for twelve billion, and he did like one of these aqua hire deals with Poolside for six billion total, about twenty billion in twenty billion in acquisitions, which is far less than one percent of the market cap of NVIDIA.”
Jason Calacanis Aug 29, 2026 ▶ 27:59 Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
Sep 4, 2026 bullish
Opinion
Calacanis: Nvidia is OpenAI and Anthropic's top competitor in enterprise compute
“And I believe right now, starting today, NVIDIA is the number one competitor for OpenAI and Anthropic, not just for tokens, but for enterprise compute.”
Jason Calacanis Sep 4, 2026 ▶ 45:32 GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
Sep 4, 2026 bullish
Opinion
Chamath: Nvidia's Hugging Face deal is one of AI's most critical transactions
“This hugging face thing. Will go down as one of the most important transactions in AI, because you are creating now in the largest competitor and the largest, most well-capitalized company, a bulwark. Against all of this closed source oligopoly insanity.”
Chamath Palihapitiya Sep 4, 2026 ▶ 44:15 GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
Sep 4, 2026 bullish
Prediction Open · timeframe Dec 2027
Calacanis: Nvidia will surpass Chinese AI models by end of 2027
“He's going to catch up and blow past China and the Chinese models, I think by the end of 20, 27.”
Jason Calacanis Sep 4, 2026 ▶ 45:46 GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
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