Nvidia
includes NVIDIA GTC
8 statements across 5 episodes · 3 bullish · 1 bearish · 5 people on the record · first statement Jan 4, 2026 by John Mackey · said 34 times in 10 episodes since 2025 · across every show →
Mentions by year, the whole family
brought up most by David Senra (12), Marc Andreessen (6), Doug Leone (6), Jonathan Ross (5), Mati Staniszewski (2), John Mackey (1)
tap a year for its mentions
2026 32 mentions in 9 episodes 4 per episode
- Why Asking the Right Questions Is the Most Important Skill in the AI Age
- How to Dominate for Decades | Doug Leone, Sequoia Capital
- Marc Andreessen: The World Is More Malleable Than You Think
- Building One of AI’s Fastest-Growing Companies | Mati Staniszewski, ElevenLabs
- Dana White: The Man Behind the UFC
- Evan Spiegel, Snapchat: Building a Multi-Billion Dollar Company
- How Elon Thinks
- Jimmy Iovine: Building Interscope Records & Beats by Dre
- 1 more episode that year, every mention in 2026 →
2025 2 mentions in 1 episode
Everything said about Nvidia, oldest first
Jan 4, 2026 negative
Mackey: VCs Wreck Good Businesses by Forcing Rapid Scaling
“The game VCs are playing is, is that it's kind of a blockbuster model. They're looking for exponential growth, and when they hit, when you get an Apple, or you get a Nvidia, or an Intuitive Surgical, or you get one of these Companies that just compound and com…”
Mar 15, 2026 positive
Andreessen: Nvidia is fundamentally based on Jim Clark's ideas
“NVIDIA is Silicon Graphics, basically, with one, it's like a trade or a trade thing. It had to be a new company for reasons we could describe to do the GPUs instead of the work, instead of the workstations and servers. NVIDIA fundamentally is based on Jim's id…”
Apr 12, 2026 bullish
Spiegel expects companies to adopt flatter structures and wider spans of control
“Yeah, and I think, you know, generally speaking, I would expect the world to move towards flatter structures and much larger spans of control because like the communication and organization tax today is like night and day what it was 20 or 30 years ago. Like, …”
Jul 5, 2026
Jul 5, 2026
Jul 5, 2026 neutral
Jul 5, 2026 positive
Aug 30, 2026
Sequoia historically owned 20% of Nvidia and 10% of Google
“And you know, we own 20% of NVIDIA. Think about that. I mean, you know, we own 10% of Google. And there's many others, you know. Apple. Are you kidding me? We were the first investor of Apple, in Apple. Cisco. We own a quarter of Cisco systems.”