Nvidia, every mention
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every year anyone Jason Calacanis 328Chamath Palihapitiya 205David Sacks 103Gavin Baker 68David Friedberg 52Brad Gerstner 36Thomas Laffont 16Rene Haas 10Peter Thiel 10Jensen Huang 7
Verbatim, from the transcripts: the passages where Nvidia comes up
AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
- ▶ 50:05 Chamath Palihapitiya NVIDIA may not give us the chips.
GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
- ▶ 35:37 David Sacks I guess Hugging Faces French are about to be acquired by Nvidia.
- ▶ 44:45 Chamath Palihapitiya Nvidia will look like Amazon. 6 times in the scene
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
- ▶ 9:07 Jason Calacanis NVIDIA just had a record-setting earnings report. 8 times in the scene
- ▶ 27:48 Jason Calacanis I just wanted to also point out with NVIDIA's incredible results,
- ▶ 43:25 Chamath Palihapitiya That's why, thank God we have companies like Nvidia and Google and Microsoft and Meta and Amazon who take on that burden. 2 times in the scene
- ▶ 58:46 David Sacks We are kind of counting on AI as the deus ex machina to grow our way out of this thing, and we really need, I mean, we need more quarters like NVIDIA and Salesforce just posted.
Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
- ▶ 11:30 Chamath Palihapitiya And the thing with the open source models is you can actually see it thinking, so you can see its misalignment in real time.
- ▶ 52:33 David Sacks Hobby horses as Anthropic has really been behind a lot of the political activity to restrict Nvidia's sales internationally.
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- ▶ 55:05 Jason Calacanis It's so well said, because 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… 2 times in the scene
- ▶ 58:18 Jason Calacanis Uh, NVIDIA is partnering with Goldman, BlackRock, and others to raise five hundred billion in AI compute. 10 times in the scene
- ▶ 1:05:08 Gavin Baker Nvidia could become, and these are effectively royalties, these revenue shares, they could very quickly become a very large cloud with a capital light business. 7 times in the scene
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 40:16 David Sacks And the question, do you think Nvidia gives them that financing or how will this play out? 5 times in the scene
- ▶ 46:01 Jason Calacanis Jensen Wang, founder and CEO of NVIDIA.
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
- ▶ 3:03 Jason Calacanis That's people like NVIDIA, TSMC, AMD, Micron, you know, all those big names. 2 times in the scene
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
- ▶ 56:22 Chamath Palihapitiya Another company that did it is company called span that partner with Nvidia.
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
- ▶ 0:07 Jason Calacanis Probably one of the greatest American companies, uh, ever, and then absolutely went off the rails and got absolutely demolished by NVIDIA, TSMC, uh, and I guess Apple to a certain extent.
- ▶ 10:44 Jason Calacanis NVIDIA did not predict that this Bitcoin project would take over and that this would be the best way to do those computations, nor did they anticipate, I think, you know, that AI would take off, but because it was the best solution, the… 2 times in the scene
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- ▶ 15:05 Chamath Palihapitiya So then I looked through it and I said, well, no, you're including the money that Nvidia makes for something.
- ▶ 21:20 Brad Gerstner All of his design work now at NVIDIA is using AI to design the next generation chip.
- ▶ 31:14 Chamath Palihapitiya But they would rather take an open source model, like Nvidia's actually, and stand up their own stack soup to nuts for their own people and their own companies inside of their own country.
- ▶ 54:11 Jason Calacanis The only thing you're paying for there is the hosting cost, you know, and that's, that will come up on Nvidia's balance sheet.
- ▶ 59:13 Brad Gerstner Obviously we've got the good work going on at NVIDIA with their open source models, the labs.
- ▶ 1:20:25 Brad Gerstner Kid owns a little bit of NVIDIA, a little bit of Microsoft, a little bit of Apple.
- ▶ 1:31:14 Brad Gerstner I own a little bit of NVIDIA.
Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
- ▶ 15:08 Jason Calacanis Is it a way to let you know, to let Jensen and NVIDIA know, hey, we can do this too, so we need good pricing?
- ▶ 18:57 Jason Calacanis NVIDIA has some. 2 times in the scene
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
- ▶ 0:22 Jason Calacanis Palantir and NVIDIA have announced a sovereign AI partnership. 2 times in the scene
- ▶ 25:17 Jason Calacanis And if you look at NVIDIA's role in all of this, they have something called NemoTron. 9 times in the scene
- ▶ 54:16 Jason Calacanis Importing Chinese models when we, in fact, have open source models here from Nvidia and other players. 3 times in the scene
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
- ▶ 51:55 Gavin Baker NVIDIA is the American open source champion. 5 times in the scene
- ▶ 1:01:56 Jason Calacanis They sit on top of the Nvidia GPU and their entire 20, 26 supply is sold out and has been for some time. 3 times in the scene
- ▶ 1:17:24 Chamath Palihapitiya And one of the key constraints is we've moved to an architectural model from Google and NVIDIA that has said, look, we have to liquid cool these racks. 3 times in the scene
- ▶ 1:24:52 Gavin Baker So you can, you can lift H-one hundreds, A-one hundreds out of some old data center, put them in one of these mega, mega pods, you know, a rack in a shipping container, put a grok or a cerebus in front of it, and you can get a very…
- ▶ 1:24:52 Gavin Baker So you can, you can lift H-one hundreds, A-one hundreds out of some old data center, put them in one of these mega, mega pods, you know, a rack in a shipping container, put a grok or a cerebus in front of it, and you can get a very…
- ▶ 1:26:10 Jason Calacanis People are putting, and you can rent H 200 by the hour for three bucks, four bucks, and it's permissionless.
- ▶ 1:34:18 Gavin Baker Let's say, let's take some Nvidia numbers.
All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
- ▶ 1:01 Chamath Palihapitiya Like, I was like, if I had just picked NVIDIA, I would have been a legend that I could have retired.
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
- ▶ 14:14 Chamath Palihapitiya NVIDIA's taken a very different approach. 2 times in the scene
- ▶ 19:30 Chamath Palihapitiya Explain your business and how you made these critical decisions that kind of took you on a different path and, you know, you versus NVIDIA versus AMD and what you think the future of AI silicon looks like. 4 times in the scene
Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
- ▶ 23:22 Sarah Friar Um, we, we sat on one chip, NVIDIA. 5 times in the scene
- ▶ 24:27 Sarah Friar We're really excited about that, and now we're plotting kind of the Feynman series that's coming.
- ▶ 26:18 Chamath Palihapitiya If you look at Nvidia, they have incredible silicon, but they also have their own open source models. 3 times in the scene
SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
- ▶ 0:27 Jason Calacanis We've got Andre Carpathie joining Anthropic, NVIDIA crushing it.
- ▶ 52:41 Gavin Baker Google, Anthropic, Amazon, NVIDIA.
- ▶ 1:09:33 Gavin Baker I would say, well, it is important to realize there is a working H-one-hundred, an NVIDIA H-one-hundred GPU in space today. 4 times in the scene
- ▶ 1:09:33 Gavin Baker I would say, well, it is important to realize there is a working H-one-hundred, an NVIDIA H-one-hundred GPU in space today. 2 times in the scene
- ▶ 1:11:47 Jason Calacanis They're doing all this at 75% gross margins. 18 times in the scene
- ▶ 1:17:44 Gavin Baker And until we see a clean benchmark of whether it's GB 300 versus TPU, V sevens are, you know, versus inferential.
- ▶ 1:19:16 Chamath Palihapitiya Market evolution is actually happening inside of Nvidia. 2 times in the scene
- ▶ 1:28:49 Gavin Baker And, you know, these, the Nvidia of, of, of the tech bubble is Cisco and it traded a hundred times forward earnings. 2 times in the scene
- ▶ 1:33:15 Jason Calacanis We would become, you know, wonder twins with Xi and Trump reopening it, but nothing really definitive other than some soybeans being sold and some H 100, H 200 getting sold to Baidu and some of the top folks. 2 times in the scene
- ▶ 1:33:15 Jason Calacanis We would become, you know, wonder twins with Xi and Trump reopening it, but nothing really definitive other than some soybeans being sold and some H 100, H 200 getting sold to Baidu and some of the top folks.
- ▶ 1:36:05 Jason Calacanis Gavin, any thoughts on specifically Nvidia being able to sell more chips into China material for the company? 2 times in the scene
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
- ▶ 19:48 Marc Benioff So in the same way that we want to sell airplanes, we want to sell chips, Nvidia, the Qualcomm CEO, Cristiano is also there. 2 times in the scene
- ▶ 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
- ▶ 5:04 Jason Calacanis Anthropik just added over 220,000 NVIDIA GPUs, over 300 megawatts of energy.
- ▶ 10:03 Brad Gerstner Remember, too, that he has three facilities, Colossus, Macrohard, and Macroharder, 1.2 gigawatts in Macrohard and Macroharder in Blackwell,
- ▶ 10:16 Brad Gerstner H- one hundred's great for inference to Anthropic.
- ▶ 15:38 David Sacks Just to give people some basis for comparison here, you know, the biggest tech companies, Apple, Nvidia, Google, I think they kind of do around four to five hundred billion a year right now of, of revenue. 3 times in the scene
- ▶ 22:37 Chamath Palihapitiya What's happening is that these guys are putting many data centers with NVIDIA GPU clusters
- ▶ 52:21 Jason Calacanis There's no reason why NVIDIA, SpaceX, when they go public, Anthropic, when they go public, OpenAI, if and when they go public, or if they stay as a nonprofit.
- ▶ 1:02:15 Brad Gerstner NVIDIA at 19 times.
- ▶ 1:08:14 Chamath Palihapitiya It's the Nvidia's, it's the memory makers, it's the Anthropics, it's the SpaceX's, and, uh, it's the OpenAI's.
Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
- ▶ 5:53 Jensen Huang We call that Omniverse.
- ▶ 42:16 Chamath Palihapitiya You know, everybody's sort of spinning up their own version of, I think I can out NVIDIA NVIDIA. 11 times in the scene
Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas
- ▶ 41:30 Michael Dell You know, we, we introduced the, the first, uh, H 100 server.
- ▶ 56:19 Michael Dell You've got the NVIDIA NemoTron models.
- ▶ 1:13:21 Brad Gerstner You're, and it will show a little bit of Nvidia, a little bit of Walmart, a little bit of Dell.
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
- ▶ 37:00 Brad Gerstner But I suspect, right, that Palantir, the US government, the US military, NVIDIA, and a lot of other major enterprises would argue they've gone full production.
War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael
- ▶ 36:59 Chamath Palihapitiya I would have bought NVIDIA at four dollars.
- ▶ 1:07:30 Jason Calacanis Apple, Tim Apple, Nvidia, Amazon, they have all participated.
Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
- ▶ 19:01 Chamath Palihapitiya So bear with everybody for a while, because I think Nvidia and Grok and Google and AMD, they're all incentivized to massively ramp up the energy density and massively push down the token cost.
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?
- ▶ 1:09:28 Brad Gerstner You know, they're going to be filled with NVIDIA chips
- ▶ 1:12:46 Brad Gerstner They'll own a little bit of Nvidia.
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- ▶ 1:42:47 Jason Calacanis How did, did that occur because you had anticipated buying a bunch of H-one hundreds before everybody else
- ▶ 1:42:57 Chase Lochmiller Well, so we had started well before Hopper, uh, came out. 2 times in the scene
- ▶ 1:43:21 Chase Lochmiller So, um, you know, we, uh, uh, you know, we're experimenting a lot with, you know, the amper generation, which preceded hopper.
- ▶ 1:43:28 Chase Lochmiller So a lot of a 100, uh, we built out this, you know, high performance cloud platform that was meant to enable AI innovators to, you know, do incredible work.
- ▶ 2:03:27 Chase Lochmiller Um, on our, uh, AI cloud platform and our infrastructure as a service platform, we offer managed clusters of high-performance GPUs, and we're a very large partner with NVIDIA, and that's really critical infrastructure for the startups that…
- ▶ 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!
- ▶ 22:42 Brian Armstrong And they, they want to probably put like, even if they're, they have a hundred dollars or a thousand dollars, then I want to put 10% of that into the S&P 500 or Coinbase stock or whatever, NVIDIA, whatever.
- ▶ 41:52 Jason Calacanis What were the first applications, you know, Nvidia got to perfect their compute, and really their company off of the backs of video game, uh, players, then Bitcoin and crypto. 2 times in the scene
- ▶ 1:05:03 Jason Calacanis How far along are the Chinese in catching up to your company, Nvidia, Grok, and how do you think about the geopolitics of the AI race? 2 times in the scene
- ▶ 1:11:19 Andrew Feldman Um, and I, I'm not sure I agree with the current push to, to allow the selling of, of H 100 there, but it's reasonable to disagree with me there.
- ▶ 1:33:12 Jake Loosararian Um, and NVIDIA, I think, just put a billion dollars into, um, skilled AI, which is creating the brain for robots.
Inside America’s AI Strategy: Infrastructure, Regulation, and Global Competition
- ▶ 30:35 David Sacks I think, uh, 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.
- ▶ 40:33 unnamed speaker And in America, we've had companies of trillion dollar companies, Nvidia hitting five trillion dollars.
Satya Nadella on AI’s Business Revolution: What Happens to SaaS, OpenAI, and Microsoft?
- ▶ 25:09 Satya Nadella You can put a DGX card and
Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs
- ▶ 33:25 Chamath Palihapitiya They have a huge deal with Nvidia.
All-In's 2026 Predictions
- ▶ 52:14 Chamath Palihapitiya It's obviously what Nvidia did with Grok.
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026
- ▶ 1:11:23 Howard Lutnick So the beauty of AI, like these GPUs that Jensen builds from NVIDIA is instead of making 4000 little chips out of that pizza, 2 times in the scene
- ▶ 1:15:05 Chamath Palihapitiya Okay, let's talk about NVIDIA for a second. 4 times in the scene
- ▶ 1:15:22 Chamath Palihapitiya And then you struck an agreement with Jensen, where now, I think it's the H 200, which are not quite the most advanced chips, but maybe one generation before. 2 times in the scene
- ▶ 1:17:51 Howard Lutnick Because the H-Twenty was oddly enhanced.
- ▶ 1:17:58 Howard Lutnick In fact, it had more memory than the H-One hundred, which one could argue was a little, you know, not everybody knew that.
- ▶ 1:20:34 Chamath Palihapitiya Do you think that the deals that we're seeing, so there's a 25% rupture on the H 200 from NVIDIA, you were able to get, I think, 10% of Intel?
Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal
- ▶ 1:34:04 Jason Calacanis This week, NVIDIA entered into a licensing agreement to, uh, license Grox technology for inference chips. 7 times in the scene
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