Nvidia, every mention
47 scenes (2023), the whole family · ← back to Nvidia
tap a year for its mentions
every year 2023 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
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
- ▶ 49:43 Jason Calacanis In about 10 days, he captured three full news cycles, was named CEO of the year, and the palace intrigue raising money for an Nvidia killer in the Middle East.
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
- ▶ 1:10:52 Chamath Palihapitiya You can't have an economy get built in AI when you have year long waiting lists for H 100 and a 100 from Nvidia. 2 times in the scene
- ▶ 1:10:52 Chamath Palihapitiya You can't have an economy get built in AI when you have year long waiting lists for H 100 and a 100 from Nvidia.
- ▶ 1:10:52 Chamath Palihapitiya You can't have an economy get built in AI when you have year long waiting lists for H 100 and a 100 from Nvidia.
Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI
- ▶ 1:45:20 Chamath Palihapitiya And by the way, all of this happened on H-one hundreds.
- ▶ 1:45:25 Chamath Palihapitiya And a bunch of these happened on a 100.
E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle
- ▶ 1:19:45 Chamath Palihapitiya It's kind of like NVIDIA, which is like.
All-In Summit: In conversation with Vinod Khosla
- ▶ 19:18 Vinod Khosla More NVIDIA GPUs, scale the parameters, more data, um, instead of saying, are there other methods?
Elon Musk: Ukraine, X, the creator economy, China, AI, & more | All-In Summit 2023
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
- ▶ 10:04 Jason Calacanis Okay, Nvidia has smashed their earnings massive interest coming into this earnings report, obviously, because we've been talking about Nvidia, they've had a massive run up. 5 times in the scene
- ▶ 10:23 Jason Calacanis You have startups trying to buy H 100, A 100, and buy this infrastructure.
- ▶ 10:23 Jason Calacanis You have startups trying to buy H 100, A 100, and buy this infrastructure.
- ▶ 11:35 Jason Calacanis Peak Nvidia, or is the peak yet to come? 6 times in the scene
- ▶ 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
- ▶ 26:49 Chamath Palihapitiya And so if you look like at Grace Hopper, which is their next gen design, it's like a bunch of chiplets plus memory on any huge board.
- ▶ 44:05 David Friedberg And, and then we'll see NVIDIA is going to help buoy it.
E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO
- ▶ 1:12:09 Jason Calacanis Uh, all right, let's move on to, we got Nvidia left on the docket.
- ▶ 1:27:11 Jason Calacanis He bought some Uber, he bought Nvidia, you know, he he's, he's out there buying up stuff.
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
- ▶ 1:06:06 David Friedberg I mean, you know, there's a trillion dollars of market value generated in NVIDIA, in Apple, in Google, in Amazon, all over the many years post going public.
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
- ▶ 8:06 Chamath Palihapitiya One of them, Nvidia, is actually firing on all cylinders.
E136: Hacking the pod, Threads launches, Fed minutes, immigration, balloon farce, heart health
- ▶ 20:27 Chamath Palihapitiya The only winner here is Nvidia.
E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
- ▶ 1:01:14 David Friedberg And the business just announced today that they've just closed a 1.3 billion dollar funding round led by Microsoft, Reid Hoffman, Bill Gates, Eric Schmidt, Nvidia, uh, with an intention of building the largest AI cluster in the world. 3 times in the scene
- ▶ 1:01:29 David Friedberg 22,000 Nvidia H 100 as part of the build out. 4 times in the scene
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
- ▶ 8:36 Jason Calacanis Meta, Tesla, Nvidia, Amazon, Alphabet, Microsoft, and Apple.
- ▶ 44:08 Brad Gerstner ByteDance bought a billion dollars worth of Nvidia chips announced this week, right?
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
- ▶ 11:03 Brad Gerstner NVIDIA tried to buy Arm and, you know, Databricks is doing over a billion in revenue, growing extraordinarily fast, led by an incredible team. 2 times in the scene
- ▶ 18:06 Brad Gerstner And when you, when you see that take something like Nvidia, if I'm playing at home or I'm a, you know, a professional investor, I may say, oh, I'm going to go sell some long dated calls to buy a little protection to the downside. 2 times in the scene
- ▶ 1:15:40 Chamath Palihapitiya Part of why these rounds are so big is I guess that you have to buy all these H 100 and they're expensive and these rigs are very expensive. 4 times in the scene
- ▶ 1:16:00 Chamath Palihapitiya So getting these H 100 and a 100 to train on seems to be a non-trivial task.
- ▶ 1:17:41 Chamath Palihapitiya My God, these people that put the money in the seed round should have just bought Nvidia, buy some call options. 3 times in the scene
- ▶ 1:26:48 Chamath Palihapitiya And maybe they should, and Comerica and JP Morgan and somebody else should basically say, hey, you know what, here's a lease line for your H 100, because I know they're worth so much
E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
- ▶ 1:31:10 Chamath Palihapitiya And the reason it's been really, really hard is that Nvidia is just really, really good. 2 times in the scene
E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
- ▶ 1:06:29 Chamath Palihapitiya I'd love to talk about NVIDIA, but I don't know if you guys.
- ▶ 1:19:11 Jason Calacanis Nvidia is going for vertical integration. 10 times in the scene
- ▶ 1:20:27 Chamath Palihapitiya Now that you use to write to their H 100 or grace hopper when it's available and the A 100. 2 times in the scene
- ▶ 1:20:27 Chamath Palihapitiya Now that you use to write to their H 100 or grace hopper when it's available and the A 100.
E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
- ▶ 28:10 Jason Calacanis Maybe do we want to do the debt ceiling, defense spending, or Nvidia?
- ▶ 54:35 Jason Calacanis Nvidia, whatever it is, Airbnb.
- ▶ 57:49 Jason Calacanis Nvidia shares jumped as much as 30% after reporting huge revenue guidance due to AI demand. 14 times in the scene
- ▶ 1:04:45 Chamath Palihapitiya So in the end, Nvidia's gains today will be then spread across Nvidia. 2 times in the scene
E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
- ▶ 9:15 Chamath Palihapitiya And it turns out if you look at their 13 Fs, they're all long NVIDIA and AMD.
E128: Google enters AI wars, Druck’s warning, Trump crushes CNN & more
- ▶ 9:16 Chamath Palihapitiya I just, I just asked, did Stan Druckenmiller buy Nvidia recently? 2 times in the scene
- ▶ 27:32 Jason Calacanis He's also disclosed he's short the dollar along gold, euro, oil, and AUD, which I guess is the Australian dollar, and he's also along Nvidia and Microsoft believes Nvidia's got a monopoly on the chip market. 2 times in the scene
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
- ▶ 19:08 Chamath Palihapitiya If you look at AMD and Nvidia, they've been getting paid for years.
- ▶ 1:30:52 Brad Gerstner So it starts off as, for example, sophisticated computer chips out of NVIDIA, so China, you know, can't compete with us in the AI arms race.
E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
- ▶ 41:50 Chamath Palihapitiya There's been an enormous amount of money that's been made by Nvidia.