Nvidia, every mention
10 scenes (2025), the whole family · ← back to Nvidia
tap a year for its mentions
every year 2025 anyone Josh Wolfe 7Rajiv Jain 4Louis-Vincent Gave 3Jeremy Grantham 3Alex Sacerdote 3Ryan Lovell 2Josh Brown 2Anil Seetharam 2Stephen McKeon 1Rodney Comegys 1
Verbatim, from the transcripts: the passages where Nvidia comes up
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 19:29 Alex Sacerdote And similarly, we loaded up on NVIDIA right after ChatGPT in January, 20, 23. 2 times in the scene
- ▶ 28:25 Alex Sacerdote oh my God, the first year NVIDIA's revenues did this, it has to go down.
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- ▶ 37:04 Josh Wolfe I said, no, they're NVIDIA chips that aren't even on the market yet. 4 times in the scene
- ▶ 37:26 Josh Wolfe That you need hundreds of thousands of H-one hundred chips and these clusters of data centers, which in turn fuel a demand for next generation energy of people funding modular reactors, speculative companies that I think are borderline…
- ▶ 43:34 Josh Wolfe CoreWeave then pays NVIDIA. 2 times in the scene
Daniel Mahr – Glass Box Quant at MDT Advisers (EP.472)
- ▶ 46:58 Daniel Mahr When you're running a back test through the better part of the last decade, ChatGPT knows that Nvidia became a multi-trillion dollar company.
Jay Ripley – Emerging Manager Selection at GEM (EP.470)
- ▶ 52:26 Jay Ripley That was NVIDIA or pick your big cap stock.
Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453)
- ▶ 54:16 Hugh MacArthur That can be a wonderful thing because those tech stocks have done great, but at some point individuals say, well, I have enough of that exposure to Nvidia.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 1:04:27 Louis-Vincent Gave They sold products where it's like, okay, I tell you, buy Nvidia, but if Nvidia goes down 50%, then you lose all your money. 2 times in the scene
Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
- ▶ 1:10:20 Ed Grefenstette I think NVIDIA is a play on many different themes and theses, but ultimately we're talking about