NVIDIA Blackwell
part of NVIDIA
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 5, 2025 by Brad Gerstner · said 18 times in 9 episodes since 2024 · across every show →
Mentions by year
brought up most by Brad Gerstner (9), Dylan Patel (5), Jensen Huang (4)
tap a year for its mentions
2025 10 mentions in 5 episodes 2 per episode
- NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- every mention in 2025, scene by scene →
2024 8 mentions in 4 episodes 2 per episode
- AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about NVIDIA Blackwell, oldest first
Feb 5, 2025 bearish
Gerstner: Export controls will prevent DeepSeek from keeping pace with OpenAI
“So, said another way, this was the moment in time where their compute comparison to OpenAI was the closest it's ever going to be for a few reasons. Number one, with the export controls, they acknowledge They, they're going to have a very hard time keeping up w…”