Huang: Startups should capture entire nascent markets rather than entering mature ones
Jensen Huang · NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod · Sep 26, 2025 · at 41:42
NVIDIA CEO Jensen Huang explains startup market dynamics while comparing NVIDIA's and Google's early investments in AI chips versus recent ASIC entrants.
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“You're supposed to create a startup before the market grows. You're not supposed to come up as a startup when the market's a trillion dollars large. You know, this fallacy, and all VCs know this fallacy that a large market, if you could just take a few percent market share, you could be a giant company. That's actually fundamentally wrong. You're supposed to take a hundred percent of a tiny company, a tiny industry, which is what NVIDIA did, right?”
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