Nvidia Rubin, every mention

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every year anyone Bill Gurley 2Jensen Huang 1Dylan Patel 1Clark Tang 1

Verbatim, from the transcripts: the passages where Nvidia Rubin comes up

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The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod Jun 11, 2026 · 1 mention

  • ▶ 32:46 Clark Tang And now, you know, as we gear for Vera Rubin, you know, from, you know, a lot of my conversations, it looks like they've, you know, secured maybe up to 20% of

NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod Mar 21, 2025 · 2 mentions

  • ▶ 50:56 Bill Gurley On, on Rubin, you know, and I'm biased because Benchmark's an investor in Cerebris, but, um, and, and I would expect this in a more inference-focused world. 2 times in the scene

AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Dec 23, 2024 · 1 mention

  • ▶ 14:51 Dylan Patel At least that's what Blackwell is, and we'll see what Rubin does, but you know,

Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Oct 13, 2024 · 1 mention

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