Jensen

4 statements across 3 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Dec 9, 2025 by Gavin Baker · across every show →

Everything said about Jensen, oldest first

Dec 9, 2025 bullish

Prediction Didn’t hold up

xAI will release the first frontier model trained on Nvidia Blackwell

“One, we will see the first models trained on Blackwell in early, I think the first Blackwell model will come from XAI. And the reason for that is just, it's a, According to Jensen, no one builds data centers faster than Elon.”

Gavin Baker Dec 9, 2025 ▶ 12:06 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best

May 20, 2026 neutral

Assertion Not checkable as stated

Baker: Jensen Huang has never had a formal contract with TSMC

“Jensen has never had a contract with Taiwan Simi. They do business on what seems fair in handshakes.”

Gavin Baker May 20, 2026 ▶ 22:57 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best

May 20, 2026 bullish

Prediction Not checkable as stated

Baker: NVIDIA could sell $2T-$3T in GPUs in 2026-2027 if TSMC expanded enough

“If Taiwan Simi did what Jensen wanted, I think NVIDIA could sell two trillion dollars of GPUs. In 20, in 26 or 27. Maybe two and a half trillion. Maybe three trillion.”

Gavin Baker May 20, 2026 ▶ 25:58 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best

Aug 25, 2026 positive

Insight

Movva: Nvidia avoids selling tokens to prevent competing with its customers

“NVIDIA is really smart about this. They don't compete with their customers. NVIDIA takes a long view on everything. Why don't they even start with the NeoCloud? Why don't they just sell computer out the back door? Well, NVIDIA is really good. Jensen is really …”

Neil Movva Aug 25, 2026 ▶ 1:20:30 Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper

Jensen

Everything said about Jensen, oldest first

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