NVIDIA
7 statements across 4 episodes · 3 bullish · 2 bearish · 4 people on the record · first statement Oct 6, 2025 by John Collison · said 36 times in 10 episodes since 2025 · across every show →
Mentions by year
brought up most by John Collison (18), Reiner Pope (6), Daniel Gross (4), Scott Wu (3), Satya Nadella (1), Matt Huang (1), Dave Ricks (1), Dan Sundheim (1)
tap a year for its mentions
2026 20 mentions in 5 episodes 4 per episode
- Reiner Pope of MatX on accelerating AI with transformer-optimized chips
- Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
- Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara
- Stripe’s 2024 annual letter
- Stripe’s 2025 annual letter
- every mention in 2026, scene by scene →
2025 16 mentions in 5 episodes 3 per episode
- Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
- Dan Sundheim of D1 Capital on the art of public market investing
- A Cheeky Pint with Cognition CEO Scott Wu
- Tobi Lütke is still captivated by internet commerce, 20 years later
- Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
- every mention in 2025, scene by scene →
Everything said about NVIDIA, oldest first
Oct 6, 2025 negative
Collison: Silicon Valley over-valorizes unrelated second acts compared to vertical focus
“I think second acts are kind of a bit over-valorized in Silicon Valley somehow, where everyone talks about, oh, we want to do, like, a new AWS is kind of the coolest thing ever, where you do a second thing that is completely unrelated to the first thing, versu…”
Oct 22, 2025 bullish
Sundheim: Nvidia is not expensive and public AI stocks aren't in a bubble
“I would tell you, like, NVIDIA is, we can have a debate about what the earnings are going to be in a few years but it's not expensive.
Like, NVIDIA trades at twenty-something times multiple.
that's, you know, I think within reason, and I don't think there's…”
Nov 11, 2025 bullish
Ricks: Eli Lilly is building pharma's largest biological supercomputer
“Building a supercomputer on our, on-prem for us, really just to run proprietary drug discovery models. We think it's the biggest biologically focused supercomputer there is. And certainly the biggest pharma's done. Yes. With B 300 latest chipset.”
Feb 26, 2026 bearish
Pope: Groq and Cerebras are uncompetitive on dollars per token
“And then there's the Grok and Cerebris that are much better at latency because they've got this the SRAM, weights are in SRAM very low latency. The problem is, and the challenge when you go to a Grok or a Cerebris system is that the throughput you get there, i…”
Feb 26, 2026 neutral
Feb 26, 2026
Feb 26, 2026 positive
Pope: Google's decision to build TPUs specifically for neural nets paid off
“They at least had the option, like the opportunity to design the TPUs for neural nets at least rather than graphics applications like NVIDIA. And so the overall architecture starting with single core doing what was at the time reasonably large systolic arrays …”