NVIDIA
4 statements across 4 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Dec 19, 2022 by Jay Goldberg · said 31 times in 9 episodes since 2022 · across every show →
Mentions by year
brought up most by Benedict Evans (24), Jay Goldberg (6), Toni Cowan-Brown (1)
tap a year for its mentions
2026 3 mentions in 2 episodes 2 per episode
2025 4 mentions in 2 episodes 2 per episode
2024 14 mentions in 2 episodes 7 per episode
2023 1 mention in 1 episode
2022 9 mentions in 2 episodes 5 per episode
Everything said about NVIDIA, oldest first
Dec 19, 2022 bearish
Dec 17, 2023 bullish
Nov 16, 2025 neutral
Evans: All AI questions have no answer or follow past platform shifts
“All AI questions have one of two answers. The answer is either no one knows, like how much better will the models get, for example you know, what happens to, you know, does inference cost collapse and we no longer need any more in video chips? No one knows. An…”
Jun 5, 2026 bullish
Evans: External customers will spend $100B–$150B on AI coding this year
“This year, people outside of those labs will spend, clearly will spend something in the order of hundred, hundred and fifty billion dollars to use AI coding. Just to use AI coding. And that's not AI people spending money from NVIDIA. That's real money. And tha…”