Nvidia, every mention

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Verbatim, from the transcripts: the passages where Nvidia comes up

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▶ 30:39 Anthony Scilipoti So you have the likes of the NVIDIAs of the world, and let's say Microsoft, and you have OpenAI and such, and NVIDIA is investing in OpenAI, and Microsoft is an investor in OpenAI. 7 times in the scene
▶ 37:23 Anthony Scilipoti Well, if NVIDIA is buying something, what do all the private equity firms do looking around?

▶ 44:49 Elad Gil And Meta was kind of on the list because of all the money they have, but in
▶ 55:52 Elad Gil And so, like, Jensen from NVIDIA talks about this, right?

▶ 1:19:31 Garry Tan I mean, that's another weird thing of AI regulation, you know, um, I think Biden, for instance, um, his last EO was sort of this export ban, and, uh, DeepSeek is a Chinese company, uh, releasing these models open source, and I believe that…
▶ 1:38:58 Garry Tan What's funny is, like, I'm still pretty bull on NVIDIA, and that they more or less have the monopoly on, you know, sort of the best price performance.
▶ 1:56:19 Garry Tan Um, but short of that, I mean, maybe Nvidia, Microsoft, Meta, 3 times in the scene

▶ 46:08 Bret Taylor It's why NVIDIA as a company has, has grown so much.
▶ 1:05:58 Bret Taylor Oh, and in fact, if you change the way your service works and you need a different SKU, like you all of a sudden are doing training and you need NVIDIA, uh, you know, H-one hundreds, now all of a sudden you're built servers like this, you…
▶ 1:05:58 Bret Taylor Oh, and in fact, if you change the way your service works and you need a different SKU, like you all of a sudden are doing training and you need NVIDIA, uh, you know, H-one hundreds, now all of a sudden you're built servers like this, you…
▶ 1:42:48 Bret Taylor And I assume this is why, like, Nvidia's stock is so high right now, because if you want to sort of get downstream, you know, Nvidia will probably benefit from all of the investments in AI. 2 times in the scene

▶ 8:51 Josh Wolfe Is that a significant portion of inference, so, you know, if you break down training, you still need large hundred thousand-ish clusters of H-one hundred, top-performing chips.
▶ 10:25 Josh Wolfe I think Micron is a US company which is going to be more constrained by restrictions that are put on export control, and I think SK being a Korean company is going to be able to skirt those in the same way that NVIDIA has with, you know,…
▶ 12:00 Josh Wolfe And that's what people thought about CPUs back in the day, and then GPUs for just, you know, traditional video graphics, and then the AI researchers came and said, well, wait a second, we can run these convolutional neural nets on these… 5 times in the scene
▶ 20:58 Josh Wolfe NVIDIA today, until there's an alternative, whether in architecture, algorithms, or in something else, you know, they've got dominant margins because they can charge super high prices because there is no alternative.
▶ 49:24 Josh Wolfe Well, you saw this a little bit with just how quickly the market reacted with a single largest one-day loss of five, six, seven hundred billion dollars with NVIDIA, just because of the fear over DeepSeek, and the fear was a cascading, you…

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