NVIDIA, every mention

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

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▶ 58:29 Matt Huang So this would be, like, betting directly on NVIDIA GPU shipments versus.

▶ 1:10 Reiner Pope Um, uh, I mean, we think there's better you can do, of course, but they at least had the option, like the opportunity to design the TPUs for, um, for neural nets at least rather than graphics applications like NVIDIA.
▶ 5:51 John Collison and so then NVIDIA is extremely well positioned because they've been making, like, GPUs for gamers that you would plug into, you know, you'd buy your, uh, uh, uh, Dell PC back in the day and maybe upgrade the, uh, the graphics card by, uh,… 2 times in the scene
▶ 9:28 Reiner Pope Um, uh, whereas I think a company like Google or NVIDIA, the next chip has to work for sure.
▶ 15:35 Reiner Pope Um, so that is Google, Amazon, NVIDIA. 3 times in the scene
▶ 25:01 Reiner Pope We, we think probably the main thing will be, uh, similar to where NVIDIA is at, which is four bit precision.
▶ 34:31 John Collison So there's an art about there that NVIDIA, a huge part of the defensibility comes not from the chips, which are good, but from the, uh, software layer and the ability for engineers to write these really parallel workloads, uh, and the fact… 5 times in the scene

▶ 4:05 John Collison Nvidia, founded in 1993, is allowing developers to buy GPUs on a self-serve basis

▶ 1:19 John Collison Since our last update, we acquired Privy, which powers more than a hundred and ten million programmable wallets, and Metronome, which powers the complex usage-based billing models used by companies like OpenAI, Anthropic, Confluent, and…

▶ 20:17 John Collison And same with NVIDIA, it just turns out that the GPU market got really big, and they sell a lot of GPUs, and so
▶ 1:06:29 John Collison It seems like as you look at the AI space and everything interesting going on, uh, so, you know, for mostly chip-constrained right now, which would not have to be the case, you could be power-constrained and stuff, but if you're, um, uh,… 2 times in the scene
▶ 1:29:59 Ben Thompson And they have Nvidia servers.

▶ 1:18:21 Satya Nadella Yeah, until I would say NVIDIA and Jensen, because Jensen has it now covered for all of us, uh, for, yeah, between me and Ajay and Shantanu.

▶ 1:33 John Collison Well, actually, a good place to start, tell us about your, um, NVIDIA announcement that you just had. 2 times in the scene
▶ 1:49:05 John Collison Well, Stripe's doing pretty well, but, um, NVIDIA must be. 2 times in the scene
▶ 2:04:43 Dave Ricks So the salary, there's salary growth, but clinical trials, new equipment, new laboratories, supercomputers from Nvidia.

▶ 52:54 Dan Sundheim Like if NVIDIA reports.
▶ 1:17:50 Daniel Gross Hits the bubble, and because things have run up so much, everyone starts panic selling all the way down, because you're just like, there's all the people that bought in their cost basis of, you know, Nvidia, not to pick on anyone, it's… 4 times in the scene

▶ 1:02:06 John Collison 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… 2 times in the scene

▶ 28:55 Scott Wu You know, simple, like, if there's NVIDIA, and there's TSMC, and there, you know, like, 3 times in the scene

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