NVIDIA, every mention
232 scenes, the whole family · ← back to NVIDIA
tap a year for its mentions
every year anyone Brad Gerstner 361Bill Gurley 110Jensen Huang 60Dylan Patel 42Sunny Madra 14Clark Tang 7Satya Nadella 5Michael Dell 3Sundeep Madra 1Gavin Baker 1
Verbatim, from the transcripts: the passages where NVIDIA comes up
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- ▶ 1:04:45 Bill Gurley By the way, one of, one, Nvidia's already. 4 times in the scene
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 0:36 Brad Gerstner Man, I raced up here from, uh, NVIDIA GTC.
- ▶ 1:11:49 Brad Gerstner With, uh, restraints on China's ability to get Nvidia chips.
- ▶ 1:12:47 Brad Gerstner Well, inflection, you know, is, um, you know, just as a reminder, um, was one of the early, um, uh, LLMs to be trained on H-one hundreds.
- ▶ 1:18:09 Brad Gerstner You know, I, I've spent the last two days down at NVIDIA at, you know, GTC, their global developers conference.
- ▶ 1:18:09 Brad Gerstner You know, I, I've spent the last two days down at NVIDIA at, you know, GTC, their global developers conference.
Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- ▶ 2:04 Brad Gerstner And I just went back and looked at, for example, at the start of last year, the consensus estimate of the smartest people covering Nvidia day to day was that the data center revenue was going to be twenty two billion for the year.
- ▶ 11:32 Bill Gurley They use the big NVIDIA clusters to do the training. 3 times in the scene
- ▶ 22:03 Brad Gerstner Clearly in the lead, they have bigger H-
- ▶ 29:29 Brad Gerstner Um, and then we have, you know, um, those models were trained on a mixture, I think, of H 100 and prior version of Nvidia chips. 3 times in the scene
- ▶ 29:29 Brad Gerstner Um, and then we have, you know, um, those models were trained on a mixture, I think, of H 100 and prior version of Nvidia chips. 4 times in the scene
- ▶ 30:30 Brad Gerstner But then we hear all the rest of the frontier models are kind of in this holding pattern, um, because they're waiting for the B 100 to get launched to this Q three, Q four out of Nvidia.
- ▶ 36:36 Brad Gerstner Nvidia's got to get paid. 2 times in the scene
- ▶ 48:49 Brad Gerstner And, you know, the fact of the matter is you need to have a million H 100.
- ▶ 48:53 Brad Gerstner He's gonna have, you know, uh, hundreds of thousands of B-one hundreds.
- ▶ 59:12 Brad Gerstner Microsoft, Amazon, Apple, Meta, Google, and Nvidia. 4 times in the scene
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 3:28 Brad Gerstner Meta, Nvidia up 30, 40%, uh, even with the pullback that we had today. 3 times in the scene
- ▶ 8:50 Brad Gerstner So I look at NVIDIA tomorrow, and the honest to God truth is we have no edge. 4 times in the scene
- ▶ 9:25 Brad Gerstner So the COWAS data, you know, the order books, the H 100 data, and I think what people are seeing, and there's been some tweets about this, is that the lead times on NVIDIA H 100 are going down. 2 times in the scene
- ▶ 33:07 Brad Gerstner So if you pull up this chart we did, which is the mang comparison, it just shows the growth rates and the multiples applied to Microsoft, Amazon, Nvidia, and Google. 3 times in the scene
- ▶ 55:44 Brad Gerstner So, I think the right way to think about it is not, will they build a better GPU than NVIDIA? 2 times in the scene
- ▶ 57:27 Brad Gerstner Oh, Nvidia stocks up a lot. 6 times in the scene
- ▶ 1:02:53 Brad Gerstner And, you know, is order of magnitude better than the H 100 that are out there today.
- ▶ 1:10:25 Bill Gurley Um, going back quickly to these, uh, new chip companies that are gonna miraculously compete with NVIDIA, I, I would, I would tell you if, if, if, and this is maybe, you know, an older venture capitalist talking and one who's watched, um,… 7 times in the scene
- ▶ 1:15:34 Brad Gerstner What I'm certain of, you know, what I, the rumored pricing of H 100 to B 100 is that B 100 are going to cost even more than the H 100. 3 times in the scene
- ▶ 1:15:34 Brad Gerstner What I'm certain of, you know, what I, the rumored pricing of H 100 to B 100 is that B 100 are going to cost even more than the H 100. 2 times in the scene
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- ▶ 54:48 Brad Gerstner Um, so investments by Microsoft, Amazon, Nvidia, and Google into the big, uh, model businesses.
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- ▶ 4:04 Brad Gerstner Microsoft, Amazon, uh, you know, Nvidia and Google.
- ▶ 11:04 Bill Gurley That the service being provided is a commodity, and one could argue putting a bunch of NVIDIA servers and GPUs in a cluster and renting them to you is a commodity service, right? 3 times in the scene
- ▶ 22:21 Brad Gerstner You saw that tweet or thread out of Zuckerberg this week, um, where he said by the end of the year, they're going to have the equivalent or this year, 600,000 H 100 GPUs, uh, running in super compute and that he was, and there's been a lot…
- ▶ 24:53 Brad Gerstner Things like Meta and Uber and NVIDIA, they all had massive pullbacks. 4 times in the scene
- ▶ 29:07 Brad Gerstner Well, because if you want to train the, you know, on 600,000 H 100, like we just talked Zuckerberg doing with the Lama three model, you have to have a business that is generating the massive cash piles that he's generating in order to do…
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