Nvidia, every mention

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Verbatim, from the transcripts: the passages where Nvidia comes up

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▶ 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

▶ 51:55 Gavin Baker NVIDIA is the American open source champion. 5 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…
▶ 1:34:18 Gavin Baker Let's say, let's take some Nvidia numbers.

▶ 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
▶ 1:17:44 Gavin Baker And until we see a clean benchmark of whether it's GB 300 versus TPU, V sevens are, you know, versus inferential.
▶ 1:28:49 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

▶ 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
▶ 1:30:24 Gavin Baker And then, you know, like I said, the last time I was on, I do think it was very smart to resume, you know, the H-twenties and whatever they're going to call the kind of despecked Blackwell, letting them be sold into China. 2 times in the scene
▶ 1:30:51 Gavin Baker It is literally like the H-Twenty or the B-Fifty or whatever it's called.

▶ 3:13 Gavin Baker With China, you know, rare earths for H-twenties and M-I-thre-O-H-Xs. 2 times in the scene
▶ 21:09 Gavin Baker So this, this model is probably about as far as you can take the last generation of Nvidia GPUs.
▶ 59:56 Gavin Baker David, can we talk about the H twenties or would you rather not? 4 times in the scene

▶ 4:35 Gavin Baker Product transition in history in terms of Hopper. 3 times in the scene
▶ 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
▶ 12:21 Gavin Baker Hoppers are, you know, finely tuned.
▶ 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,…

▶ 1:14:23 Gavin Baker High bandwidth memory is a bigger part of Nvidia's cogs on GPUs than Taiwan Semi is. 2 times in the scene

▶ 47:47 Gavin Baker But, you know, Nvidia's Blackwell chip comes out next year.
▶ 50:00 Gavin Baker No one thought it was possible to make more than 25,000, maybe 30,032 thousand, pick a number, NVIDIA hoppers coherent. 2 times in the scene
▶ 50:00 Gavin Baker No one thought it was possible to make more than 25,000, maybe 30,032 thousand, pick a number, NVIDIA hoppers coherent. 3 times in the scene
▶ 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
▶ 56:47 Gavin Baker As far as what the wall is, there's been a big debate that we were hitting a wall on these scaling laws, and the scaling laws were breaking down, and I just thought that was deeply silly, because no one had built a cluster bigger than, you…
▶ 57:16 Gavin Baker Grok three is the first new data point to support whether or not scaling laws are breaking or holding because no one else thought you could make a 100,000 hoppers coherent. 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
▶ 1:02:23 Gavin Baker And the H 100 was a great chip.
▶ 1:02:25 Gavin Baker And then Blackwell. 2 times in the scene

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