Nvidia, every mention
172 scenes (2025), the whole family · ← back to Nvidia
tap a year for its mentions
every year 2025 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
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
All-In x Kill Tony: A Hilarious Holiday Special
- ▶ 1:09:22 David Friedberg NVIDIA, four and a half trillion market cap, that's up from 300,000,000,036 months ago. 4 times in the scene
Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026
- ▶ 34:07 Jason Calacanis You know, are you buying Nvidia's and Uber's and Google's because those are great companies or Microsoft's?
Bernie Sanders Says Stop All AI, China's Breakthrough, Inflation Down, Golden Age in 2026?
- ▶ 7:37 David Friedberg There isn't an aggregation at this stage of value creation with the exception of Nvidia, which has really got this three trillion dollar market cap creation that's happened in the last couple of years. 2 times in the scene
- ▶ 1:00:29 Jason Calacanis That's how you make H-one hundreds.
- ▶ 1:02:25 Jason Calacanis Who do you think has the best chance of challenging NVIDIA?
- ▶ 1:06:27 Jason Calacanis It is probably selling the stack of H one, whatever the previous NVIDIA stack was. 2 times in the scene
- ▶ 1:13:57 Chamath Palihapitiya But again, that's where Nvidia and then Google have an effective monopoly.
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
- ▶ 2:04 Chamath Palihapitiya I think that it's going to grow so we can talk about how there'll be more competition, but it's roughly Nvidia plus AMD plus Google plus a bunch of inference silicon.
- ▶ 8:43 David Sacks It's going to be trained on the largest cluster of Blackwells.
- ▶ 13:03 Jason Calacanis And if you look at what he did to NVIDIA, NVIDIA put out a statement recently that they have the option to invest.
- ▶ 16:31 Chamath Palihapitiya If you look at the companies that have a need to spend money right now, it's Google, it's Microsoft, it's Meta, it's Nvidia, 4 times in the scene
- ▶ 48:01 Chamath Palihapitiya Before Sax could even spell H-one-hundred, he had made them.
- ▶ 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.
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
- ▶ 23:49 David Friedberg Okay, let's talk about NVIDIA. 5 times in the scene
- ▶ 24:22 Jason Calacanis He is posting in response, I think, uh, to you, Freeburg last week, making it a defense of the, the reasonable life of an H 100 of these new chip sets, uh, you know, that Nvidia sells. 2 times in the scene
- ▶ 35:37 Jason Calacanis As the top LLM, and all the speculation that Google was going to have their search franchise absolutely slaughtered by ChetGPT, um, has turned out to not be true, uh, at least not this year, with their searches going up, revenue going up,…
- ▶ 40:00 David Friedberg You don't necessarily need an H-one hundred to do that.
- ▶ 40:40 David Friedberg And that's where there's a risk to NVIDIA. 2 times in the scene
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
- ▶ 3:52 Jason Calacanis Basically we've talked about what is the, the reasonable life of an H-one hundred of, you know, an NVIDIA, 2 times in the scene
- ▶ 3:52 Jason Calacanis Basically we've talked about what is the, the reasonable life of an H-one hundred of, you know, an NVIDIA,
- ▶ 15:08 Jason Calacanis We saw that with NVIDIA, right? 2 times in the scene
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
- ▶ 5:35 Jason Calacanis Microsoft, Nvidia, Oracle, Broadcom, CoreWeave, who all are the partners we're talking about,
- ▶ 18:42 Jason Calacanis Nvidia put out the following statement from him.
- ▶ 32:32 Brad Gerstner I'm an investor in OpenAI, and Anthropic, and Google, and, and Microsoft, and NVIDIA, etc.
Inside Saudi Arabia’s AI Ambition: Tareq Amin on Building a New Tech Superpower
- ▶ 22:52 Tareq Amin Uh, NVIDIA, Qualcomm.
- ▶ 28:48 Tareq Amin I, oh, what I care about is I have revenue that I participate in, and it was really a win-win for both of us, and I hope we'll repeat the same thing with the, with the deployment that we're doing with NVIDIA and AMD, and then something…
Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
- ▶ 23:43 Chamath Palihapitiya So I can go long NVIDIA,
1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned
- ▶ 5:56 Andrew Ross Sorkin So RCA was like the Nvidia of its time. 2 times in the scene
- ▶ 24:24 Andrew Ross Sorkin But I don't know, at some point you start to look at some of these, you know, like the NVIDIA open eye deal or the AMD deal.
Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
- ▶ 45:48 Brad Gerstner Remember, Nvidia just did a huge deal with OpenAI. 6 times in the scene
- ▶ 47:57 Brad Gerstner Can it compete against Vera Rubin?
- ▶ 47:59 Brad Gerstner Can it compete against, uh, Rubin Ultra?
- ▶ 48:11 Jason Calacanis You know, XAI's data center, a 100,000 H-one 102 100,000 H-one hundreds to now framing these in gigawatts.
- ▶ 48:30 Brad Gerstner So a 100,000 H 100 is not, you know, is not apples for apples with the number of GB 200, you know, Grace Blackwell 200 or GB 300.
- ▶ 48:30 Brad Gerstner So a 100,000 H 100 is not, you know, is not apples for apples with the number of GB 200, you know, Grace Blackwell 200 or GB 300.
- ▶ 48:30 Brad Gerstner So a 100,000 H 100 is not, you know, is not apples for apples with the number of GB 200, you know, Grace Blackwell 200 or GB 300.
- ▶ 50:04 Brad Gerstner So if you look at that estimate, you know, starting in 20, 27, it basically flatlines 27 through 29 for Nvidia. 4 times in the scene
- ▶ 54:39 David Sacks There was the OpenAI NVIDIA deal. 4 times in the scene
- ▶ 57:12 Brad Gerstner There's no way that you can 10 X your revenues at NVIDIA without it being, you know, a bubble, but the reality today is NVIDIA trades at a lower price to earnings multiple than it did when it was 200 dollars a share. 2 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
- ▶ 1:05:50 Jason Calacanis NVIDIA at the center of this, a 4.5 trillion dollar company, largest company in the world. 6 times in the scene
Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
- ▶ 15:49 David Friedberg Amazon, Nvidia was a Sequoia investment, I think. 3 times in the scene
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
- ▶ 27:09 Jason Calacanis Companies should have stayed private a couple more years or people investing in need to understand you're, you're now acting like a venture capitalist, which means the return profile and how the portfolio management works is distinctly…
- ▶ 38:56 Jason Calacanis And here's Sam Altman stealing an H 100.
Ro Khanna Calls Out Both Parties: Immigration, Tech & Free Speech
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
- ▶ 1:01 Jason Calacanis I know you're competing with NVIDIA, so you probably want to go with the nine, right? 6 times in the scene
- ▶ 3:54 Chamath Palihapitiya Just set the landscape for people that want to understand Nvidia, the most valuable company in the world, but it's a, it's a window to understanding AI. 8 times in the scene
- ▶ 5:01 Rene Haas And in fact, the very first work done by the engineers on AlexNet was not with Blackwell, it was not with an AI processor, but it was with a gaming GPU, a gaming card. 2 times in the scene
- ▶ 5:41 Rene Haas Their most advanced chip called Grace Blackwell is 72 ARM CPUs with a Blackwell architecture, and that's, that's where NVIDIA plays today.
- ▶ 6:48 Rene Haas Uh, I mean, today the role we play is we are now increasingly that microprocessor that connects to these accelerators, whether it's something that's done by Cerebris or it's something that's done by NVIDIA, uh, something done by, uh, by… 4 times in the scene
- ▶ 11:13 Rene Haas The ADAS stack that was created by, uh, by ARM and then Qualcomm and NVIDIA. 2 times in the scene
- ▶ 20:28 Rene Haas Semiconductors have not been regulated traditionally, and because of that, if you look at the real heart of what drives, ah, semiconductor growth, compute, whether it's Intel, whether it's ARM, whether it's NVIDIA, that's the West.
H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law
- ▶ 1:04:08 David Friedberg Their architecture led to a speed up of 7000 X compared to the NVIDIA Jetson Nano, 300 X compared with NVIDIA RTX 4090, and then a hundred X compared to the NVIDIA H 100. 2 times in the scene
Every Investor Needs To Understand This Concept - David Friedberg
- ▶ 10:12 Chamath Palihapitiya What would you have been underwriting at NVIDIA for, you know, not the last five years, but the many years before then? 3 times in the scene
AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame
- ▶ 23:44 David Friedberg And you guys have seen a bunch of these papers from NVIDIA and others that have shown performance improvements by actually moving away from one large model that does it all to much smaller specialized models
AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?
- ▶ 1:21:24 Chamath Palihapitiya What would you have been underwriting at NVIDIA for, you know, not the last five years, but the many years before then? 2 times in the scene
OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
- ▶ 13:09 Gavin Baker So I'm, I'm optimistic for Grok five, but you know, we're, we're waiting on Gemini.
- ▶ 17:00 Phil Deutsch Yeah, I mean, I think for investing, we use it all the time, and it really is very efficient, but, uh, one thing I'll cite is that NVIDIA did, and Freeburg, I don't know if you've played with it or not, but it's, uh, climate in the bottle,… 2 times in the scene
- ▶ 28:45 Ben Shapiro And, and so, you know, that opens up a whole can of worms as, you know, as goes to the Trump administration's policies with regard to Nvidia and what kind of chips we should be allowing Nvidia to ship over to China. 2 times in the scene
- ▶ 31:51 Ben Shapiro Otherwise China's able to sort of climb out the window, which is, I think what they've done on everything from Nvidia chips to TikTok to, you know, their actual tariff rate, which I believe is now lower than the tariff rate we have against…
- ▶ 1:27:54 Jason Calacanis Nvidia GPUs are getting smuggled into China at an alarming pace. 3 times in the scene
- ▶ 1:28:08 Jason Calacanis The press release didn't name an H-one hundreds from Nvidia, uh, but they mentioned they were shipping the most powerful GPU chip on the market.
- ▶ 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.
Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy
- ▶ 1:45 Jason Calacanis Welcome back to what Jensen from NVIDIA has confirmed is the number one podcast in the world.
- ▶ 1:18:14 Jason Calacanis All right, listen, this has been another amazing, amazing episode of the number one podcast in the world, according to Jensen Wong from NVIDIA and me.
Winning the AI Race Part 5: President Trump on the AI Action Plan
- ▶ 14:34 Donald J. Trump NVIDIA. 3 times in the scene
- ▶ 39:02 Donald J. Trump NVIDIA has committed five hundred billion dollars over the next four years.
Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum
- ▶ 45:03 Howard Lutnick Blackwell chips, H, you know, 201 hundreds, right?
- ▶ 45:03 Howard Lutnick Blackwell chips, H, you know, 201 hundreds, right?
Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
- ▶ 18:16 Chamath Palihapitiya One was from Elon where he said in five years he projected fifty million H-one hundred equivalents just for XAI, and the second was Sam Altman.
- ▶ 26:46 Chamath Palihapitiya Nvidia, AMD, Intel. 2 times in the scene
- ▶ 37:00 Chase Lochmiller Um, so if you look at, if you look at what this looks like today, um, you know, this is, uh, this is, this is, this, this site will consume over 1.2 gigawatts of power and 400,000 NVIDIA GPUs, all in a single coherent cluster.
- ▶ 43:43 David Sacks We were saying the number one company in the world. 3 times in the scene
- ▶ 45:43 Jason Calacanis The H-one hundreds and whatever else you're selling them, and still have them all like you, because they must ask sometimes, hey, can I get extra? 2 times in the scene
- ▶ 48:35 Jensen Huang First, you know, first, in the old days with Hopper, it happened so fast. 5 times in the scene
- ▶ 50:17 Jensen Huang The second idea is, if you look at the residual value of NVIDIA gear right now, Hopper for example, one year, one year later, it's probably about
- ▶ 51:17 Chamath Palihapitiya He said, we're going to have fifty million H-one hundred equivalents by, in five years from now. 2 times in the scene
- ▶ 55:48 unnamed speaker And so there's, um, there's a lot of talk about American competitiveness today, and the White House ruled out its AI action plan, and NVIDIA is making very big bets on the United States, and so as a CEO of a global company, what do you see…
- ▶ 1:03:35 Jason Calacanis Somebody who is inside your organization told me with the options that you have a secret pool of options and that you will randomly just, if somebody does a great job, drop a bunch of RSUs on top of them. 3 times in the scene
Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Shyam Sankar, Chris Power
- ▶ 1:24:29 Keith Rabois So the large, largest players, the NVIDIAs of the world, do benefit the more people that run, compute, etc.
Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law
- ▶ 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
- ▶ 1:00:22 Jason Calacanis What we're talking about here, Nvidia obviously was banned from selling their latest and greatest to China, and even the last generation, the H-twenties, 3 times in the scene
- ▶ 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
Which Company Is Going To Win The AI Race? - David Friedberg
- ▶ 0:20 unnamed speaker Look, I, I think to me, number one, I, I still think NVIDIA, right? 3 times in the scene
- ▶ 6:34 David Friedberg I think Nvidia to Thomas's point, I think the common thesis is it is the most protected. 7 times in the scene
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
- ▶ 19:49 Chamath Palihapitiya If you look at what Facebook is doing, they generically train on NVIDIA and they launch it in the open source. 3 times in the scene
- ▶ 24:21 Thomas Laffont Right, this performance, you can see, okay, so Meta's up 18, Google's down, Nvidia's up eight, Tesla down 20, Apple down 21, Amazon down three, and Microsoft is plus 13, right? 12 times in the scene
- ▶ 39:21 Jason Calacanis So just to be clear, Nvidia one, Google two, or Nvidia Tesla? 3 times in the scene
- ▶ 1:27:48 Thomas Laffont And Jensen is known, the CEO of NVIDIA, an incredibly long-term thinker, and in his view, as he looks at a population that's getting older, and he wonders who are going to be all the young people that are going to take care of all the old…
- ▶ 1:30:00 Chamath Palihapitiya And so, you know, the, the thing that they'll have to embrace is, well, do I differentiate my own hardware from Nvidia's at some point?
AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes
- ▶ 21:25 Jason Calacanis People with delusions of grandeur in order to secure the bag for their companies, for their investments, and secure their candidates into office so that they can block further people from getting H 100, because they literally want to.
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.
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