Jensen
3 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Apr 24, 2025 by Brad Gerstner · across every show →
Everything said about Jensen, oldest first
Apr 24, 2025 positive
Oct 31, 2025 bullish
Nadella: Hyperscalers will run heterogeneous hardware fleets across multiple chipmakers
“And it's not, and by the way, it's going to be heterogeneous. Obviously, Jensen's super competitive. Lisa is going to come. You know, Hawk's going to produce things from Broadcom. We will all do our own. So, there's going to be a combination. So, you want to r…”
Jun 11, 2026 bullish
Baker: NVIDIA is highly likely to dominate open-source AI
“I do think NVIDIA is highly likely to be the world's dominant provider of open source AI, and I do think Jensen will bring open source, you know, right now it's, whatever, six months behind the frontier. We might see it creep closer and closer and closer”