Jensen Huang

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jan 21, 2025 by Alfred Lin · said 18 times in 6 episodes since 2024 · across every show →

Mentions by year

brought up most by Shane Parrish (7), Nicolai Tangen (4), Alfred Lin (4), Josh Wolfe (2), Elad Gil (1)

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2026 7 mentions in 2 episodes 4 per episode
2025 7 mentions in 3 episodes 2 per episode
2024 4 mentions in 1 episode

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Everything said about Jensen Huang, oldest first

Jan 21, 2025 negative
Opinion
NVIDIA's biggest vulnerability is its singular dependency on CEO Jensen Huang
“They, they've only had one leader in their whole cycle. I worry about what happens when Jensen decides not to be at the head of NVIDIA.”
Alfred Lin Jan 21, 2025 ▶ 1:56:14 How to Win by Being Right and Contrarian: Lessons from Zappos to DoorDash
Mar 4, 2025 bullish
Opinion
Wolfe: Nvidia can reinvent itself with its cash and margins
“I think that their ability with that market capitalization and that cash and the margin that they have, they can reinvent and buy a lot of things. So I think Jensen is a thoughtful capital allocator. I think he's benefited and caught lightning in a bottle over…”
Josh Wolfe Mar 4, 2025 ▶ 12:27 Josh Wolfe: Human Advantage in the World of AI
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