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Nvidia, every mention

3 scenes (2024), the whole family · ← back to Nvidia

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

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Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397) Jul 22, 2024 · 2 mentions

  • ▶ 50:32 Anil Seetharam And so while let's say a company like NVIDIA is an extraordinary business by all accounts and one we've looked at, we just don't think we would be a great owner of that business at this point in time. 2 times in the scene

Ben Hunt - The Stories that Drive Markets (EP.393) Jun 24, 2024 · 1 mention

  • ▶ 12:06 Ben Hunt So that when these inference machines, and that's the word you hear all the time, AMD and NVIDIA will talk about inference as where, that's how they classify the use cases of their generative AI work.

George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362) Jan 15, 2024 · 1 mention

  • ▶ 51:19 George Mikulakis And the number of people that tell me they're going to shorten video or have it short in video, I'm just giving you a recent example.
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