NVIDIA, every mention
12 scenes (2026) · ← back to NVIDIA
tap a year for its mentions
every year 2026 anyone John Collison 18Reiner Pope 6Daniel Gross 4Scott Wu 3Satya Nadella 1Matt Huang 1Dave Ricks 1Dan Sundheim 1Ben Thompson 1
Verbatim, from the transcripts: the passages where NVIDIA comes up
Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara
- ▶ 58:29 Matt Huang So this would be, like, betting directly on NVIDIA GPU shipments versus.
Reiner Pope of MatX on accelerating AI with transformer-optimized chips
- ▶ 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
Stripe’s 2024 annual letter
- ▶ 4:05 John Collison Nvidia, founded in 1993, is allowing developers to buy GPUs on a self-serve basis
Stripe’s 2025 annual letter
- ▶ 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…
Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
- ▶ 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.