Nvidia Blackwell

part of NVIDIA includes NVIDIA Blackwell B200

2 statements across 2 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Dec 7, 2024 by Gavin Baker · said 30 times in 14 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by Gavin Baker (17), David Sacks (4), Rene Haas (2), Brad Gerstner (2), Marc Benioff (1), Howard Lutnick (1), Elon Musk (1), Chase Lochmiller (1)

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2026 5 mentions in 5 episodes 1 per episode

Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño May 15, 2026 · 1 mention · from 20:30
Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom May 8, 2026 · 1 mention · from 10:03
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick Feb 7, 2026 · 1 mention · from 43:14
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026 Jan 25, 2026 · 1 mention · from 2:06:49
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos! Jan 23, 2026 · 1 mention · from 39:26
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2025 19 mentions in 7 episodes 3 per episode

The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations Mar 29, 2025 · 8 mentions · from 4:42
OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis Aug 9, 2025 · 4 mentions · from 13:09
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War Sep 30, 2025 · 2 mentions · from 5:01
Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law Jul 19, 2025 · 2 mentions · from 1:00:59
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line? Dec 6, 2025 · 1 mention · from 8:43
Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum Jul 23, 2025 · 1 mention · from 45:03
Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down May 3, 2025 · 1 mention · from 1:20:44
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2024 6 mentions in 2 episodes 3 per episode

New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale Dec 7, 2024 · 5 mentions · from 53:50
Elon Musk | All-In Summit 2024 Sep 10, 2024 · 1 mention · from 45:51
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Everything said about Nvidia Blackwell, oldest first

Dec 7, 2024 bearish

Prediction Not checkable as stated

Baker: China will fail to keep pace with U.S. AI post-Blackwell

“But, you know, Nvidia's Blackwell chip comes out next year. You're gonna have new chips from AMD, new ASICs from Broadcom. And I think at that point, it is not going to be possible for them to keep up anymore.”

Gavin Baker Dec 7, 2024 ▶ 47:47 New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale

Jul 19, 2025 bullish

Prediction Partly held up

Baker: Next-gen AI models will be trained on Blackwell GPUs

“The next models we see, you know, Grok five, you know, O five from open AI, whatever they're going to call Jim, the next Gemini. They will be trained on Blackwell, and I think that will be a really big step function.”

Gavin Baker Jul 19, 2025 ▶ 21:16 Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law

Nvidia Blackwell

Mentions by year, the whole family

Everything said about Nvidia Blackwell, oldest first

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