NVLink
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 13, 2024 by Bill Gurley · said 8 times in 4 episodes since 2024 · across every show →
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brought up most by Jensen Huang (6), Dylan Patel (1), Bill Gurley (1)
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2025 2 mentions in 1 episode
2024 6 mentions in 3 episodes 2 per episode
- Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about NVLink, oldest first
Oct 13, 2024 bullish
Gurley: NVIDIA's competitive advantage is strongest at massive system scale
“NVIDIA's competitive advantage is strongest where the size of the system is largest, which is another way of saying what Renee said. It's flipping it on its head. It's not to say it's weak on the edge, but it's super powerful when you put a whole bunch of them…”