Nvidia
includes NVIDIA GTC, NVIDIA H100, NVIDIA A100
3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Aug 18, 2023 by Bob McGrew · said 41 times in 13 episodes since 2023 · across every show →
Mentions by year, the whole family
brought up most by JoeBen Bevirt (15), Joe Lonsdale (15), Bob McGrew (3), Alex Kolicich (2), Philip Howard (1), Nathan Mintz (1), Dmitri Alperovitch (1), Brad Gerstner (1)
tap a year for its mentions
2026 24 mentions in 4 episodes 6 per episode
2025 3 mentions in 3 episodes 1 per episode
2024 6 mentions in 2 episodes 3 per episode
2023 8 mentions in 4 episodes 2 per episode
- Ep 66: Bob McGrew — the Superstar Palantir Alum Leading OpenAI's Transformative Research Projects · Joe Lonsdale
- Ep 67: Brad Gerstner on the AI Supercycle & Restoring Faith in Capitalism · Joe Lonsdale
- Ep 65: Marc Andreessen and the Case for AI Optimism · Joe Lonsdale
- Ep 55: Nathan Mintz on Directed Energy, a New Space Age & the Final Hurdles to a Driverless Future · Joe Lonsdale
- every mention in 2023, scene by scene →
Everything said about Nvidia, oldest first
Aug 18, 2023 bullish
McGrew: It is very hard to bet against Nvidia in AI hardware
“I think what everybody has seen so far is that Nvidia has just been able to continually do better and better and better because they have, you know, the big market and a lot of capital to throw at it. So I think it's pretty hard to bet against Nvidia.”
Nov 2, 2024 bearish