Jensen Huang, every mention
50 scenes · ← back to Jensen Huang
tap a year for its mentions
every year anyone Brad Gerstner 124Bill Gurley 15Dylan Patel 8Satya Nadella 2Aaron Levie 1
Verbatim, from the transcripts: the passages where Jensen Huang comes up
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- ▶ 17:46 Brad Gerstner You know, I asked Jensen on this pod, if there was any chance over the course of the next five years, we would have a compute glut. 3 times in the scene
- ▶ 43:03 Satya Nadella So, because one of the key things is when you have, let's take even, ah, what Jensen and team are doing, right?
- ▶ 57:15 Brad Gerstner And so in that world, it does seem like much more of the value will accrue to the AI factory, if you will, to, you know, Jensen producing, you know, uh, helping to produce these tokens at, uh, uh, the lowest cost and to the models. 2 times in the scene
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 4:03 Brad Gerstner You know, maybe in the middle you have, you know, tech pragmatists, I guess I might call them, you know, like Jensen Huang or Tim Cook.
- ▶ 11:24 Brad Gerstner And then, you know, Jensen Huang reminded us recently that 50% of the world's AI researchers are in China, and they're indeed innovating and not copying.
- ▶ 21:01 Brad Gerstner One of my observations is, and you hear this from Elon, you hear this from Jensen Huang, you hear this from Tim Cook, you hear it from Farley.
- ▶ 30:10 Brad Gerstner It seems to me that when he's talking with Jensen Huang and others, he falls in that kind of pragmatic centrist category.
- ▶ 47:01 Brad Gerstner You know, and, and you got, you have somebody like Jensen Huang who says both can be true.
- ▶ 1:05:25 Brad Gerstner No, you literally can go on ChatGPT and just ask it, you know, uh, what your favorite CEO, you know, what's Jensen Wang think about, uh, the level of competition in China?
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 27:50 Brad Gerstner And I think they reflect this move toward inference time reasoning, agent to agent interaction, reasoning engines, you know, Jensen's comment on the pod last year, the inference was going to one billion X and the consequence, you know,…
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 56:42 Brad Gerstner And Jensen has said, you know, you guys have distinguished yourself against your competitors, um, other ODMs like Foxconn or Quanta, et cetera. 2 times in the scene
- ▶ 1:07:03 Brad Gerstner And we've heard this out of folks like McDermott and Shridhar and Jensen, you know, at all these companies, how they're reaccelerating top line, but they're not adding people.
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 49:54 Brad Gerstner He's saying we're going to leverage our models, our agents, our capabilities, which is exactly what Jensen Huang said to us last year.
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 5:23 Brad Gerstner Jensen Huang was there, et cetera.
- ▶ 28:31 Bill Gurley I think Jensen was on the social media again in the past two days.
- ▶ 1:13:44 Brad Gerstner You know, Jensen Huang thinks the United States should be engaged and competing in China.
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 26:55 Bill Gurley How good must it feel to be NVIDIA and Jensen and the executive team there that you become a pawn in these games that you had nothing to, to do with creating, you know. 2 times in the scene
- ▶ 29:05 Brad Gerstner There was some insinuation last week that Jensen was intentionally, right, skirting all of this, you know, these rules around China, and that there was, you know, maybe 30 or 40% of all their sales were going into China. 2 times in the scene
- ▶ 32:38 Bill Gurley So, I'm sure Jensen's miffed that his company's become a pawn in this game.
- ▶ 44:41 Brad Gerstner If Jensen or the team at NVIDIA turned around and said, great, you buy them.
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 57:11 Brad Gerstner The one thing I'd tell you about the depreciation argument as it relates to this company is, you know, a lot of people push on, you know, there's a statement by Jensen at GTC that, you know, hoppers may not have value because Grace… 5 times in the scene
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 40:47 Bill Gurley Were you, were you at the SAP center when Jensen? 4 times in the scene
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 29:09 Brad Gerstner Jensen, uh, you know, got, got called to the white house last, last Friday, or we all see me.
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 20:41 Brad Gerstner And as Jensen, you know, we discussed with Jensen on the pod, 2 times in the scene
- ▶ 25:02 Brad Gerstner This puts more pressure on their capex to come up, and I think you're right that because of that and the fact that Jensen said there are 35 other AI factories around the world that are not hyperscalers. 2 times in the scene
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 9:44 Dylan Patel And this rack, it weighs three tons and it has thousands and thousands of cables and all these things that Jensen will probably tell you, right?
- ▶ 11:34 Dylan Patel Jensen is probably the most paranoid man in the world, right? 7 times in the scene
- ▶ 17:27 Brad Gerstner With Jensen when he was in, I think, the Middle East. 6 times in the scene
- ▶ 1:00:59 Brad Gerstner As you think about the shift toward inference time compute, it seems that the memory demanded of these chips, um, and Jensen has talked a lot about this, just is on a secular shift higher. 2 times in the scene
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 50:45 Brad Gerstner You know, and maybe to a finer point on that, you know, when we had Jensen on, I asked him,
- ▶ 1:03:29 Satya Nadella In fact, you know, whenever I've talked to Jensen, I think he's got it right, which is, look, you kind of want to buy some every year, not buy one.
- ▶ 1:10:52 Brad Gerstner Jensen said he thought looking at oh one, the inference was going to a million or a billion X, you know, just that it was the demand for inference is going to go up dramatically in that regard.
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 5:58 Brad Gerstner You know, and Jensen did just say on the NVIDIA call, he, he basically said there is no slowdown, but he did say that foundation model pre-training is only one vector of scaling. 3 times in the scene
- ▶ 11:35 Bill Gurley Concern raised by Jensen about either his demand or his sense of what was going on at the architectural level. 5 times in the scene
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- ▶ 38:47 Brad Gerstner First, we saw, uh, out of the XAI, the Colossus cluster in Memphis, which I discussed at length with Jensen.
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:58 Brad Gerstner And of course, we kicked off with Jensen talking about the future of compute. 12 times in the scene
- ▶ 10:30 Brad Gerstner When I asked Jensen, I pushed him on 14 times in the scene
- ▶ 14:51 Bill Gurley At the time I was listening to the podcast you did with Jensen, I was reading this, uh, Neo cloud playbook and anatomy post by Dylan Patel.
- ▶ 17:37 Brad Gerstner Well, no, but, but, but I asked him if it was as strong. 10 times in the scene
- ▶ 25:21 Brad Gerstner And I just wanted to get his updated, you know, kind of reaction or forecast now that he's had, you know, six more months to think about whether or not, 22 times in the scene
- ▶ 36:32 Brad Gerstner What I think is so interesting about X is, you know, when I was pushing him on this model consolidation, pushing Jensen on it, he was like, listen, with Elon, you have somebody with the ambition, with the capability, with the know-how,… 2 times in the scene
- ▶ 38:13 Bill Gurley But figuring out which, and it also takes longer, so figuring out which problems, um, it's acceptable, and Jensen gave a few examples for it to take more time and cost more, and to get the cost benefit right for that type of result is…
- ▶ 47:38 Brad Gerstner This idea that Jensen can scale the business two or three times with, you know, increasing the head count by, you know, 20 or 25%, right? 4 times in the scene
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 32:54 Brad Gerstner We talked about this two billion dollars that's got to get, uh, or two trillion dollars that Jensen said would likely be spent between now and 2028, um, on data center build out.
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 18:39 Brad Gerstner Um, and they obviously have Jensen, you know, delivering them the latest chips, so they got all the raw ingredients, but they're really pushing Google.
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- ▶ 13:12 Brad Gerstner But the first was from Jensen. 6 times in the scene
- ▶ 28:55 Brad Gerstner And so I think we're, you know, remember we talked about a few weeks ago, that chart where, where Jensen said the five-year replacement cycle for data centers is not going to be one trillion.
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 57:51 Brad Gerstner Um, and I tweeted this week, you know, uh, I think Jensen was over in the Middle East meeting with, with several of the GCC countries over there. 2 times in the scene
- ▶ 1:11:36 Brad Gerstner In pretty exceptional ways by exceptional founders in the case of Jensen has been there for three decades. 4 times in the scene
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- ▶ 1:09:59 Aaron Levie And now we're just limited by like, can Jensen make these things cheaper?