NVIDIA, every mention
3 scenes (2026), the whole family · ← back to NVIDIA
tap a year for its mentions
every year 2026 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
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 32:38 Clark Tang They were, you know, they, they didn't have that many H-One hundreds.
- ▶ 56:22 Brad Gerstner Nvidia, any day that they really wanted to, right, they already have some great open source models. 11 times in the scene
- ▶ 1:14:25 Gavin Baker And a lot of companies, semiconductor companies in particular, you know, ironically, you know, Nvidia and Broadcom, they, they have been laggards.