Nvidia, every mention
81 scenes (2024), the whole family · ← back to Nvidia
tap a year for its mentions
every year 2024 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
The All-In Holiday Spectacular
- ▶ 4:19 Jason Calacanis DGX has become the essential instrument of AI.
- ▶ 4:29 unnamed speaker NVIDIA is king of the AI revolution, and they're so hot, they're literally too hot. 2 times in the scene
- ▶ 4:59 unnamed speaker But NVIDIA wasn't alone in AI news.
- ▶ 14:49 Jason Calacanis You know, Santa's got a lot of that NVIDIA. 2 times in the scene
- ▶ 18:34 Jason Calacanis I went with Nvidia just to mix it up.
- ▶ 46:30 Jason Calacanis Who's your, the Nvidia crowd here is great.
- ▶ 1:03:22 Chamath Palihapitiya He's actually bought now not just the largest NVIDIA cluster, but he's promised to buy 900,000 more. 2 times in the scene
DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback
- ▶ 1:00:46 Chamath Palihapitiya So the first is when you look at what XAI has done with respect to Nvidia GPUs, the fact that they were able to get a 100,000 to work as, you know, in one contiguous system and are now rapidly scaling up to basically a million over the…
Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC
- ▶ 27:32 Jason Calacanis I think what people want to know is when did these things actually have an impact in the way say NVIDIA's GPUs have had?
- ▶ 43:56 Jason Calacanis A report just came out that Broadcom and TSMC are helping them develop AI inference chips, you know, inference chips like Rock, uh, Hunchaboth, and there are obviously GPUs like NVIDIA GPUs. 3 times in the scene
New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale
- ▶ 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
- ▶ 51:08 Jason Calacanis That's what these H 200 H 100 do particularly well.
- ▶ 51:08 Jason Calacanis That's what these H 200 H 100 do particularly well.
- ▶ 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
- ▶ 1:01:59 Jason Calacanis And the H 200 now are 50% less power and either 50% more or twice as much compute, depending on the task. 2 times in the scene
- ▶ 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
DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory
- ▶ 48:07 Jason Calacanis Would you like to go Nvidia?
Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI
- ▶ 13:31 David Friedberg Nvidia does not have a media business, but there's been a conversation over the last couple of years where we need to break up big tech has been kind of part of the conversation with the Dems and now the Republicans are coming in and… 2 times in the scene
- ▶ 37:01 Jason Calacanis Don't let Tesla, don't let Amazon, et cetera, Nvidia buy more companies.
2024 Election Night Livestream with the Besties!
Dave Ricks, CEO of Eli Lilly | The All-In Interview
- ▶ 1:20 David Friedberg Maybe NVIDIA recently, which I'd say is the only company that kind of beat your performance in recent years, but I don't know of any that are not founder-led.
- ▶ 40:06 David Friedberg So, Eli Lilly's stock, I think, may outperform, I don't know, it's probably pretty close with NVIDIA.
Thomas Laffont | All-In Summit 2024
- ▶ 13:53 Thomas Laffont And you get to back a founder like Jensen at NVIDIA, who many people don't know, but is the longest tenured founder CEO in Silicon Valley.
- ▶ 23:26 Thomas Laffont Um, three trillion dollar companies with Apple and Nvidia.
Nikesh Arora | All-In Summit 2024
- ▶ 8:05 Jason Calacanis Maybe walk us through some of those bets, because there was NVIDIA, there was ARM.
Peter Thiel: The Coming Collapse No One Is Prepared For
- ▶ 21:05 Peter Thiel Nvidia is making over 100% of the profits. 2 times in the scene
- ▶ 41:02 Peter Thiel It's Nvidia. 8 times in the scene
Sergey Brin | All-In Summit 2024
- ▶ 8:49 unnamed speaker So, is it irrational, the build out that's happening, everyone talking about the NVIDIA revenue, the NVIDIA profit, the NVIDIA market cap, supporting all of what people call the hyperscalers and the growth of the infrastructure needed to…
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
"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?
- ▶ 50:25 Chamath Palihapitiya The problem with PyTorch and building to NVIDIA is you have this thing called CUDA in the middle of it, which is owned by NVIDIA. 2 times in the scene
In conversation with Reid Hoffman & Robert F. Kennedy Jr.
- ▶ 7:51 Jason Calacanis And we just got results, Reed, uh, from NVIDIA. 8 times in the scene
- ▶ 34:00 Reid Hoffman Or five to seven heading to 12, because like NVIDIA is now in the mix, and, and others I think are coming in the mix.
Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz
- ▶ 4:59 Jason Calacanis Uh, and then you convert your yen into another currency or perhaps a stock like Nvidia and you take the spread. 2 times in the scene
Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO
- ▶ 41:24 David Friedberg NVIDIA jumped 12% on some comments made by Meta and Microsoft that both said that there's increased AI demand and they're going to continue 2 times in the scene
Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
- ▶ 19:06 Jason Calacanis NVIDIA down seven percent. 2 times in the scene
- ▶ 1:35:27 Jason Calacanis And the downstream is they can power more H 100.
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
- ▶ 6:40 Jason Calacanis 26% since last year, mostly of course, thanks to Nvidia's record breaking performance, but also meta Amazon, Microsoft, a lot of the
- ▶ 21:06 David Sacks Well, a lot of the boom is driven by these AI stocks, notably Nvidia. 7 times in the scene
- ▶ 41:27 Jason Calacanis They, they acquired 2500 H-one hundreds and they gave their portfolio companies access to it in something called the Andromeda cluster.
- ▶ 44:04 Chamath Palihapitiya And my only comment is that if you then factor in Saks, as you said before, the desire to get these Nvidia chips down in price, but also to have hardware diversity. 4 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
500K Subscriber Livestream! | All-In Podcast
- ▶ 29:00 Jason Calacanis In video went up that much in the last, since we started the live stream.
- ▶ 52:00 Chamath Palihapitiya Um, but if there was such a project that did that, um, now then it creates a bunch of other issues around like NVIDIA lock-in and stuff, which you also can't support.
Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
- ▶ 40:59 Jason Calacanis Microsoft, Apple, and Nvidia all cruising around about 3.2 trillion dollars. 2 times in the scene
- ▶ 51:34 Jason Calacanis If you were to do a valuation on this, everybody knows they sold a bunch of shares in secondary at around eighty billion, which means they're trading at, if these numbers are true, 25 times for revenue, which is close to what Nvidia is…
- ▶ 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
- ▶ 18:17 Jason Calacanis The DOJ gets to investigate whether NVIDIA violated antitrust laws. 5 times in the scene
- ▶ 22:23 David Friedberg I don't know what regulatory capture NVIDIA, are you talking about regulatory capture of NVIDIA? 2 times in the scene
- ▶ 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
Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?
- ▶ 1:38:29 Chamath Palihapitiya So while this is incredible for Nvidia, the chicken is coming home to roost. 2 times in the scene
- ▶ 1:42:53 Jason Calacanis One thing to keep in mind is they had like a 30% run up or 20% run up at least since NVIDIA's CEO praised them and like, I guess all these meme stock peoples just jumped in.
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls
- ▶ 25:37 Jason Calacanis NVIDIA, NVIDIA just smashed all expectations while reporting record profits and revenue. 22 times in the scene
- ▶ 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
Sam Altman: Getting Fired (and Re-Hired) by OpenAI, Agents, AI Copyright issues
- ▶ 13:54 Chamath Palihapitiya All of you guys are sort of a little bit rate limited on literally NVIDIA's throughput, right? 2 times in the scene
Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
- ▶ 20:34 Chamath Palihapitiya And so, if you look inside of Meta, and this, Friedberg mentioned this earlier, I think Friedberg, what people really reacted negatively to was the total quantum of spending and the idea that it's misallocated, not to AI, but specifically… 5 times in the scene
- ▶ 25:30 Chamath Palihapitiya So H 100 for training, but the market saw through it because that was a reasonable amount of money to spend on training for FSD, right?
- ▶ 37:22 Jason Calacanis These H 100 are beasts.
E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
- ▶ 3:36 Chamath Palihapitiya I think the soundbite that made an impact on me was, was from Jonathan, so I think he did a very good job of explaining where NVIDIA is really strong, which is really in learning, and where NVIDIA is trying to build the business, which is… 8 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.
E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more
- ▶ 7:52 Jason Calacanis Jensen Wang, the CEO of Nvidia, had this awesome clip when speaking at Stanford's Graduate School of Business.
E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics
- ▶ 52:45 Chamath Palihapitiya And Nvidia, they're growing at 50%, 200%, 2000%, whatever it is, that's not tied to GDP.
E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
- ▶ 2:38 Jason Calacanis Nvidia blew the doors off their earnings for the third straight quarter. 8 times in the scene
- ▶ 5:45 Jason Calacanis Revenue is obviously ripping as people put in orders to replace all of the data centers out there, or at least augment them with this technology, with GPUs, A 100, H 100, et cetera.
- ▶ 5:45 Jason Calacanis Revenue is obviously ripping as people put in orders to replace all of the data centers out there, or at least augment them with this technology, with GPUs, A 100, H 100, et cetera.
- ▶ 7:16 Chamath Palihapitiya In the case of Nvidia, what you're now starting to see is them over earn in a very massive way. 16 times in the scene
- ▶ 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
- ▶ 30:34 Chamath Palihapitiya And so look, time will tell how big this company can get, but if you tie it together with what Jensen said on the earnings call, and you now see developers stress testing us and finding that we are meaningfully, meaningfully faster and… 3 times in the scene
- ▶ 46:36 Jason Calacanis Really quickly for the audience, since they heard about GPUs and NVIDIA, but they may not know what an LPU is. 2 times in the scene
E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
- ▶ 1:24 Jason Calacanis NVIDIA's been on an all-time heater. 3 times in the scene
- ▶ 25:59 Jason Calacanis So when I see this, I think people are going to pay for this, and then going back to NVIDIA or ARM, okay, more infrastructure to your point, Freberg, is like, what infrastructure do we need for everybody to have Pixar on their laptop or on…
- ▶ 28:55 David Friedberg And so it really starts to rationalize the Nvidia thesis that it could be worth 10 trillion dollars potentially.
E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
- ▶ 44:52 Chamath Palihapitiya Then you have companies like Together AI, which basically just go and take venture money and wrap NVIDIA GPUs.
E160: 2024 Predictions! Markets, tech, politics, and more
- ▶ 44:13 Chamath Palihapitiya I would say the same is probably true for Nvidia.