Nvidia Blackwell, every mention
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every year anyone Gavin Baker 17David Sacks 4Rene Haas 2Brad Gerstner 2Marc Benioff 1Howard Lutnick 1Elon Musk 1Chase Lochmiller 1Andrew Feldman 1
Verbatim, from the transcripts: the passages where Nvidia Blackwell comes up
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
- ▶ 20:30 Marc Benioff We have Blackwell, we have this, we have that.
Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
- ▶ 10:03 Brad Gerstner Remember, too, that he has three facilities, Colossus, Macrohard, and Macroharder, 1.2 gigawatts in Macrohard and Macroharder in Blackwell,
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
- ▶ 43:14 Brad Gerstner And just this year, like we're going to see the first models over the course of the next four to eight weeks out of deep seek, out of anthropic, out of open AI that are trained on blackwell servers, right?
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- ▶ 2:06:49 Chase Lochmiller Um, you know, the current generation of Blackwell chips, uh, is a 130 kW in the rack.
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
- ▶ 39:26 Andrew Feldman And so this is, say, 56 times larger than a B 200.
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
- ▶ 8:43 David Sacks It's going to be trained on the largest cluster of Blackwells.
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
- ▶ 13:09 Gavin Baker So I'm, I'm optimistic for Grok five, but you know, we're, we're waiting on Gemini.
- ▶ 1:29:43 Gavin Baker Um, it's not enough to really move the needle, you know, even if they are Blackwell's the latest and greatest, you know, it's better than having none if you're China. 3 times in the scene
Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum
- ▶ 45:03 Howard Lutnick Blackwell chips, H, you know, 201 hundreds, right?
Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law
- ▶ 1:00:59 David Sacks And now they're onto Blackwell. 2 times in the scene
Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
- ▶ 1:20:44 David Sacks So basically the leap from Hopper to Blackwell to Rubin, I guess, will be in next year.
The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
- ▶ 4:42 Gavin Baker 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. 3 times in the scene
- ▶ 11:44 Gavin Baker Blackwell is going to be a very successful product cycle. 3 times in the scene
- ▶ 17:08 Gavin Baker Unit, you know, like a Blackwell is like, you know, the size of this, and it's just hard, particularly like, you know, America, we're trying to keep drugs out.
- ▶ 20:49 Gavin Baker You know, much easier to use, much more standardized, but if agents become a reality, one, the ROI on AI and Blackwell is going to be very high, and two, what will, it's not good for human employment, but what will be kind of, I would say,…
New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale
- ▶ 53:50 Gavin Baker And 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… 2 times in the scene
- ▶ 57:34 Gavin Baker They're going to be first in line for Blackwell, but Grok three is a big card and will resolve the
- ▶ 1:02:25 Gavin Baker And then Blackwell. 2 times in the scene