Nvidia
includes NVIDIA Blackwell, NVIDIA Hopper, NVIDIA Rubin, NVIDIA GB300, NVIDIA H100, NVIDIA Ampere, NVIDIA GB200, NVIDIA Vera Rubin, NVIDIA DGX, NVIDIA GTC, NVIDIA HGX, NVIDIA GPUs and 7 more
48 statements across 14 episodes · 23 bullish · 11 bearish · 12 people on the record · first statement Mar 12, 2025 by Kelly Granat · said 310 times in 21 episodes since 2025 · across every show →
Mentions by year, the whole family
brought up most by Gavin Baker (99), Patrick O'Shaughnessy (54), Neil Movva (54), Dylan Patel (33), Rob Wachen (17), Ben Thompson (9), Dan Loeb (8), Alex Sacerdote (8)
tap a year for its mentions
2026 201 mentions in 15 episodes 13 per episode
- Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
- What Happens When the AI Boom Runs Out of Money · Invest Like The Best
- The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
- Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
- Why the Markets Are Pricing AI Wrong | Gavin Baker · Invest Like The Best
- The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best
- Why the AI Boom Is Just Getting Started · Invest Like The Best
- Legendary Investor Dan Loeb on AI, Credit, & Third Point’s $25B Strategy · Invest Like The Best
- 7 more episodes that year, every mention in 2026 →
2025 109 mentions in 6 episodes 18 per episode
- GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
- Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best
- China vs America: The Battle for Global Dominance Explained | Dan Wang interview · Invest Like The Best
- Why This Veteran Venture Capitalist Avoids AI Hype | Jay Hoag Interview · Invest Like The Best
- Finding the Next Figma, Wiz, & Stripe Before It's Obvious | Neil Mehta Interview · Invest Like The Best
- Kelly Granat - Investing At Lone Pine · Invest Like The Best
- every mention in 2025, scene by scene →
Everything said about Nvidia, oldest first
Mar 12, 2025 neutral
Sep 30, 2025 bearish
Sep 30, 2025 negative
Patel: Blackwell manufacturing challenges slowed AI data center deployments
“Nvidia created Blackwell, they had a ton of manufacturing problems and challenges with it for their supply chain balance sheets went up for, you know, various companies in the supply chain are building servers and stuff, because they're trying to figure it out…”
Sep 30, 2025 neutral
Sep 30, 2025 bearish
Patel: Bearish on AI accelerator startups competing with NVIDIA
“There's just too many things to do. It's too capital intensive. It's too, there's not enough of a revolutionary leap. There's too many predicated things. You know, I wish it could happen, right? It'd be fun. Maybe it does happen, but it would take a hell of a …”
Oct 16, 2025 neutral
Wang: Multi-trillion-dollar companies require substantial legal protections to exist
“I think the fundamental problem of among lawyers is that they are, for the most part, protectors of the rich. And that is essential in some ways, because you can't build companies worth four trillion dollars, like Nvidia, without substantial legal protections.”
Oct 16, 2025 positive
Dec 9, 2025 bullish
Dec 9, 2025 bullish
Dec 9, 2025 neutral
Dec 9, 2025 bullish
Dec 9, 2025
AI is the first tech market where low-cost production defines success
“AI is the first time in my career as a tech investor that being the low-cost producers ever mattered. Apple is not worth trillions because they're the low-cost producer of phones. Microsoft is not worth trillions because they're the low-cost producer of softwa…”
Dec 9, 2025 neutral
Dec 9, 2025 bearish
Feb 3, 2026 positive
Horowitz: Jensen Huang Maintains Timeless Identity Without Chasing Trends
“Maybe Jensen. Jensen has like this, like very defined, you know, agree with her or not, but it's like this view of who he is, what the company is, and so forth, that's kind of gone across eras But it's still the same thing, right? Like it's not that it, like i…”
May 20, 2026 positive
May 20, 2026 neutral
May 20, 2026 bullish
May 20, 2026 bullish
May 28, 2026 positive
Loeb: Nvidia, Anthropic, and Elon's companies are the three most consequential
“I try to think in terms of that stack, but I also think about what's going on in the, probably the three most consequential companies today. NVIDIA, Anthropic, and Elon World, you know, all of his companies collectively.”
May 28, 2026 bullish
Jun 3, 2026 bullish
Khosrowshahi: Uber has over 30 autonomous vehicle partnerships
“So we've got over 30 partnerships now with incredible partners like a Waymo to a Neuro and Lucid to an NVIDIA that is building not just compute and sensors, but also a software driver now to companies like Wabi and Wave, WeRides of the World, Pony AIs of the W…”
Jun 9, 2026 bullish
Jun 30, 2026
Wachen: Etched first-gen chip avoided Rubin supply chain by using 4nm
“And that's why actually for our first gen product, we built it on a different supply chain than the Rubens. So, you know, we're on four nanometer Rubens on three nanometer, you know, we're on a different HPM than Rubens and so forth.”
Aug 4, 2026 bullish
Aug 4, 2026 positive
Baker: Wall Street models hyperscaler Blackwell compute monetizing at Ampere rates
“If you look at the amount of gigawatts that are supposed to come on, and consensus estimates for hyperscalers, they're effectively modeled, and these are gigawatts of Blackwell and Rubin. Rubin being NVIDIA's next chip, Blackwell being the current chip. They a…”
Aug 11, 2026 positive
Vishria: Fireworks achieves 5x speed and higher throughput than major clouds
“And the performance difference For a fireworks versus, like, a cloud provider is, like, five X. And that is just the speed performance. Then you add on top of that the, like, throughput, which is not visible externally. It's only visible if you look at, if you…”
Aug 11, 2026 bullish
Vishria: AI value will accrue across CSPs, neoclouds, chips, and edge inference
“Will the CSPs do well? Yes. Yes. Will some of these neoclouds do well? Yes. Will the fireworks of the world do well? Yes. Will NVIDIA do well? Yes. Will these, like, chip startups do well? Or, you know, some set of them? Yes. Like, Are we gonna have edge infer…”
Aug 18, 2026 bearish
Thompson: Sufficient power gives Amazon and Google time to threaten NVIDIA's margins
“The longer we have enough power, the more time Amazon has to make Trinium better. The more time Google has to make TPUs competitive from an efficiency standpoint. And if we get in a world where, this is a world where those margins seem very hard to sustain.”
Aug 18, 2026 bearish
Aug 18, 2026 bearish
Thompson: NVIDIA's neocloud financing deals effectively represent disguised price cuts
“If you actually look at their business holistically, what that is, is a price cut, right? Like they, now the price cut didn't show up in margins. It didn't show up in what they're offering, but a lot of what NVIDIA is doing is how can we maintain our margins?”
Aug 18, 2026 bullish
Thompson: Severe power constraints benefit NVIDIA due to token efficiency advantage
“If we get to a world where we actually run out of power, that's probably good for NVIDIA, because in a world where we're totally constrained on power, we have to get the best efficiency, the best token efficiency, and I think NVIDIA is still the most token eff…”
Aug 18, 2026 bearish
Aug 25, 2026 bearish
Aug 25, 2026 neutral
Nvidia Strategically Rations Chips to Prevent Deep-Pocketed Buyers From Gaining Power
“NVIDIA sees the, if they just let the most deep pockets buy all the chips that Maybe hurts them in the long term if that customer ends up accruing a lot of more power. They understand that compute is power today, and so they're quite strategic about how they a…”
Aug 25, 2026 positive
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 …”
Aug 25, 2026 positive
Movva: NVIDIA Has Incredible Retention and the Best Silicon Engineers
“A lot of people I worked with in NVIDIA in 2015, 20 16 are still there today. That company has incredible retention, and these are the best engineers, frankly, on the Silicon side, at least, I've worked with them my whole career.”
Aug 25, 2026 bullish
Movva: Rack-scale computing is the future of AI efficiency and speed
“Their latest chip, the Grace Blackwell that chips as a rack of 72 units, and it is, it's an open race to figure out who can program the whole rack-scale computer as efficiently as possible, and my belief is that that shape of compute is the future of both effi…”
Aug 25, 2026 bearish
Aug 25, 2026 neutral
Aug 25, 2026 neutral
Nvidia Blackwell Has 288GB of HBM but Only 500MB of SRAM
“Blackwell has 288 gigabytes of HBM capacity around the logic die, and the logic die itself maybe only has like 500 megabytes of SRAM. So it's possibly multiple orders of magnitude, three orders of magnitude difference in density for DRAM versus SRAM.”
Aug 25, 2026 neutral
Nvidia's Frugality Once Required Employees to Pay Into a 'Milk Club'
“NVIDIA took it one step further. There was no free milk in the fridge. So if you wanted to drink coffee at NVIDIA, and you wanted some milk, you actually had to chip in a dollar every month to the milk club, and the milk club would stock Costco milk in the fri…”
Aug 25, 2026 positive
Movva: Nvidia creates buyer competition to neutralize defection to AMD
“Like, he wants to create a diverse community of NeoClouds and inference providers who are all jockeying to create demand for NVIDIA, such that if any one of them Decides to, I don't know, vertically integrate or go with AMD or any other option. He's got three …”
Aug 25, 2026 bullish
Movva: Compute startups should primarily attack Nvidia's reliance on HBM
“You want to pick something and say, I think they've underpriced the impact of how short we're going to be on HBM. We're going to push really hard in this other direction instead, which, you know, as an aside, I do think is probably the thing to attack most.”
Aug 25, 2026 neutral
Aug 25, 2026 neutral
Aug 25, 2026 positive