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CUDA

3 statements across 2 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 14, 2025 by David Senra · said 22 times in 3 episodes since 2025 · across every show →

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brought up most by David Senra (22)

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2025 22 mentions in 3 episodes 7 per episode

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Everything said about CUDA, oldest first

Jan 14, 2025
Assertion Supported
Nvidia Stock Dropped Over 80 Percent Amid 2008 CUDA Expenditures
“As NVIDIA increased spending on CUDA, the global financial crisis destroyed consumer demand, and NVIDIA's stock price fell by more than 80% from October, 2007 to November, 2008.”
David Senra Jan 14, 2025 ▶ 1:27:58 How Jensen Thinks
Jan 14, 2025
Assertion Supported
CUDA Investments Pushed Nvidia Gross Margins Down to 35 Percent
“It took four years and the company invested so much in converting its GPUs for CUDA compatibility that its gross margin fell from 45% to 35%.”
David Senra Jan 14, 2025 ▶ 1:27:46 How Jensen Thinks
Oct 19, 2025
Assertion Supported
Nvidia's stock fell 80% during its massive initial investment in CUDA
“The company invested so much in converting its GPUs for CUDA compatibility that its gross margin fell from 45 to 35%. At the same time it's increasing its spending on CUDA, the global financial crisis destroyed consumer demand And Nvidia's stock fell by more t…”
David Senra Oct 19, 2025 ▶ 49:35 How Jensen Works
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