Intel
3 statements across 3 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Oct 13, 2024 by Jensen Huang · said 28 times in 10 episodes since 2024 · across every show →
Mentions by year
brought up most by Brad Gerstner (12), Bill Gurley (7), Dylan Patel (6), Jensen Huang (2), Satya Nadella (1)
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2025 13 mentions in 5 episodes 3 per episode
- NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- every mention in 2025, scene by scene →
2024 15 mentions in 5 episodes 3 per episode
- AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about Intel, oldest first
Oct 13, 2024 neutral
Huang: Parallel processing favors transistor volume over individual transistor speed
“Serial processing requires every transistor to be excellent. Parallel processing requires Lots and lots of transistors to be more cost effective. I'd rather have 10 times more transistors, 20% slower. Than 10 times less transistors, 20% faster.”
Dec 23, 2024 neutral