Nvidia, every mention
46 scenes (said by David Sacks), the whole family · ← back to Nvidia
tap a year for its mentions
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
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.
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
- ▶ 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
- ▶ 52:33 David Sacks Hobby horses as Anthropic has really been behind a lot of the political activity to restrict Nvidia's sales internationally.
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
Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
- ▶ 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
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.
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.
- ▶ 48:41 David Sacks So this is the story they were planning on writing, which is, in the spring, Saks had dinner with the NVIDIA CEO Jensen Wong in Washington.
Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
- ▶ 54:39 David Sacks There was the OpenAI NVIDIA deal. 4 times in the scene
- ▶ 1:02:31 David Sacks When I think about NVIDIA's market, I think the big question to me is, so I would bet the over on demand, because I think that it's very hard to underwrite demand for applications that don't exist yet, but I'm confident they will be there. 6 times in the scene
Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
- ▶ 43:43 David Sacks We were saying the number one company in the world. 3 times in the scene
Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law
- ▶ 1:00:56 David Sacks It's a less powerful version of the hopper chip.
- ▶ 1:00:59 David Sacks And now they're onto Blackwell. 2 times in the scene
Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO
- ▶ 1:03:44 David Sacks We want it to be Nvidia and AMD and those types of companies that improves our balance of trade.
- ▶ 1:06:01 David Sacks The NVIDIA data center product, NVL-CVII, is this giant server cabinet.
Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
- ▶ 1:20:14 David Sacks We've gone from, you know, the H 100 to the H 200.
- ▶ 1:20:14 David Sacks We've gone from, you know, the H 100 to the H 200.
- ▶ 1:20:20 David Sacks We'll be at GB 300 soon.
- ▶ 1:20:35 David Sacks And NVIDIA is back to rolling out new chip, new generation of products roughly annually. 2 times in the scene
- ▶ 1:20:44 David Sacks So basically the leap from Hopper to Blackwell to Rubin, I guess, will be in next year.
- ▶ 1:20:44 David Sacks So basically the leap from Hopper to Blackwell to Rubin, I guess, will be in next year.
- ▶ 1:20:44 David Sacks So basically the leap from Hopper to Blackwell to Rubin, I guess, will be in next year.
- ▶ 1:20:50 David Sacks And then I think Feynman's coming after that.
Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
- ▶ 9:23 David Sacks That was called the H 800. 4 times in the scene
- ▶ 10:31 David Sacks If China wanted to buy the latest Nvidia chip, the GB 200, would you sell that to them?
AI Czar David Sacks Explains the DeepSeek Freak Out
- ▶ 7:11 David Sacks So Dylan Patel, who's leading semiconductor analyst has estimated that deep seek has about 50,000 hoppers. 2 times in the scene
- ▶ 7:19 David Sacks And specifically he said they have about 10,000 H 100. 2 times in the scene
- ▶ 7:23 David Sacks They have 10,000 H 830,000 H twenties.
- ▶ 7:23 David Sacks They have 10,000 H 830,000 H twenties. 2 times in the scene
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
- ▶ 24:33 David Sacks So Dylan Patel, who's leading semiconductor analyst has estimated that deep seek has about 50,000 hoppers. 2 times in the scene
- ▶ 24:41 David Sacks And specifically he said they have about 10,000 H 100. 2 times in the scene
- ▶ 24:45 David Sacks They have 10,000 H 830,000 H twenties.
- ▶ 24:45 David Sacks They have 10,000 H 830,000 H twenties. 2 times in the scene
Elon Musk | All-In Summit 2024
- ▶ 38:05 David Sacks Shifting gears to AI, uh, Peter was here earlier and he was talking about how so far the only company to really make money off AI is NVIDIA with the chips. 3 times in the scene
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
- ▶ 21:06 David Sacks Well, a lot of the boom is driven by these AI stocks, notably Nvidia. 7 times in the scene
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more
- ▶ 47:24 David Sacks I mean, we saw a lot of these companies that you could have said that about Nvidia, and it basically went up. 4 times in the scene
Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
- ▶ 1:15:12 David Sacks And a few of them like Tesla and Apple and Nvidia are up, but the vast majority are in the red. 3 times in the scene
DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market
- ▶ 24:29 David Sacks It's true that OpenAI and NVIDIA have leads in their respective markets, but that's all it is at this point. 2 times in the scene
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls
- ▶ 33:08 David Sacks These, uh, GPU cores are really complicated to make, and Jensen makes this point that the H 100, for example, has thousands of components, and it weighs, like, 70 pounds or something like that, I mean. 2 times in the scene
- ▶ 33:23 David Sacks Yeah, it's like a mainframe, it's not, it's not just like a little chip, so it's a much more complicated product to copy, and then on top of that, they're already in the R&D cycle for the next chip, right, or whatever it's gonna be, the H… 2 times in the scene
E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more
- ▶ 49:56 David Sacks First, you've got the silicon, you've got the chips where NVIDIA is dominant.
E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
- ▶ 12:21 David Sacks I think Jensen made the point that their Hopper 100 2 times in the scene
- ▶ 21:37 David Sacks But even the numbers you're seeing this quarter kind of understate it because first of all, Nvidia was supply constrained. 3 times in the scene
E159: The Bestie Awards! Recapping the best and worst of 2023
- ▶ 43:33 David Sacks I have Jensen Wang, the CEO of NVIDIA and king of the GPU. 3 times in the scene
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
- ▶ 18:39 David Sacks There is a tremendous GPU shortage right now, and that's also what's leading to these almost software-like profit margins by NVIDIA. 5 times in the scene
E88: First principle politics, China chaos & outlook, state of private/public markets & more
- ▶ 5:49 David Sacks He's trading on chip stocks like Nvidia and Intel and so forth. 6 times in the scene