Nvidia, every mention
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every year anyone Sarah Guo 116Elad Gil 44Jensen Huang 34Jared Quincy Davis 16Tuhin Srivastava 13Andrew Feldman 8Ty Mitchell 7Neil Tiwari 6Isaiah Taylor 6Illia Polosukhin 6
Verbatim, from the transcripts: the passages where Nvidia comes up
Coinbase’s Everything Exchange: Agentic Finance, Stablecoins & Tokenization with CEO Brian Armstrong
- ▶ 19:52 Brian Armstrong So they don't have any ability to invest in, you know, Coinbase, Nvidia, Apple, whatever.
- ▶ 23:48 Brian Armstrong You're just betting on, is it going to do better or worse in the future?
Redefining Chip Architecture with Arm CEO Rene Haas
- ▶ 5:03 Rene Haas So whether it was Nvidia, Amazon, Microsoft, Google,
- ▶ 6:25 Rene Haas I came from NVIDIA before I came over here. 3 times in the scene
- ▶ 23:15 Rene Haas Uh, today, whether it's NVIDIA or some of the work that Qualcomm does, most of the brains, the brains that you see in the humanoids, those are all, all running on ARM, uh, today.
- ▶ 34:00 Sarah Guo This is the Veras and the Gravitron set of the world.
How Nuclear Will Unlock Energy Abundance with Valar Atomics Founder Isaiah Taylor
- ▶ 33:50 Isaiah Taylor Um, NVIDIA, of course, we've got a big event that we're talking about today. 4 times in the scene
- ▶ 35:14 Isaiah Taylor Um, so we took an NVIDIA Blackwell, um, super grateful, uh, to them for providing the system to us. 2 times in the scene
Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
- ▶ 10:58 Elad Gil Like, should Israel be doing more given, uh, Melonics and Nvidia and Intel presence there, and should they try to do more in semiconductors?
- ▶ 27:08 Lip-Bu Tan Sashin also tried to do that, and they have the investment from, you know, Nvidia, two billion, I think helping him to do a lot,
Building an AI Guardian for Enterprise with Onyx Security CEO Maxim Bar Kogan
The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
- ▶ 6:27 Andrew Feldman You know, when graphics emerged, you got the discrete GPU and you, you, you got, uh, Nvidia and, and when, uh, when the mobile, uh, compute hit, you, you got arm.
- ▶ 17:13 Andrew Feldman There are way easier ways to make money than, than trying to create something extraordinary and compete with somebody as strong as NVIDIA. 2 times in the scene
Baseten CEO Tuhin Srivastava on Custom Models, and Building the Inference Cloud
- ▶ 22:14 Tuhin Srivastava Um, and like, and then set, you know, it's crazy if it's four years, four and a half years old, the price is going up still maybe has a useful life nine years.
- ▶ 22:45 Tuhin Srivastava So if you, if you wanted, um, a thou, a thousand, 1024 B 200, um, which is, you know, um, from a good cloud right now, you're not getting that less than a three to five year contract right now with a, probably a 20 to 30% TC, TCV prepay.
- ▶ 26:55 Sarah Guo And NVIDIA said this. 4 times in the scene
Who's Actually Funding the AI Buildout?
- ▶ 9:46 Sarah Guo It's Microsoft or Nvidia or somebody like that saying, I'm committed to pay you.
- ▶ 14:50 Neil Tiwari Um, and so for the, uh, hoppers, the H, uh, 100 or H 200 series of GPUs into the Blackwells, uh, there was a claim made that it could be 30 times more efficient.
- ▶ 14:50 Neil Tiwari Um, and so for the, uh, hoppers, the H, uh, 100 or H 200 series of GPUs into the Blackwells, uh, there was a claim made that it could be 30 times more efficient.
- ▶ 14:50 Neil Tiwari Um, and so for the, uh, hoppers, the H, uh, 100 or H 200 series of GPUs into the Blackwells, uh, there was a claim made that it could be 30 times more efficient.
- ▶ 14:50 Neil Tiwari Um, and so for the, uh, hoppers, the H, uh, 100 or H 200 series of GPUs into the Blackwells, uh, there was a claim made that it could be 30 times more efficient.
- ▶ 23:09 Neil Tiwari Um, and that gets to kind of one thing I, I find really interesting that NVIDIA is doing is, is this concept of AI factories. 2 times in the scene
The AI Code Slop: Risk or Opportunity?
AI, R2 and the Future of Everyday Driving | Rivian CEO RJ Scaringe
- ▶ 9:19 RJ Scaringe Of course, the video makes those, um, but you need to be able to do that at scale and have it in every car.
NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative
- ▶ 11:08 Jensen Huang If our, if NVIDIA was more productive, it doesn't result in layoffs.
- ▶ 29:43 Elad Gil Uh, so the cost of dropping pretty dramatically and very rapidly, and part of it is all the advancements you all have been driving on the video level, but also just across the stack, we'll be getting big efficiency gains. 4 times in the scene
- ▶ 31:06 Jensen Huang The first GBTU, I think, was trained on Voltus.
- ▶ 31:09 Jensen Huang And then, uh, Ampere.
- ▶ 31:11 Jensen Huang Um, you know, and, and it wasn't, I think the first breakthroughs, none of it included Hopper. 2 times in the scene
- ▶ 31:18 Jensen Huang And, um, of course, Hopper last couple, two, three years, and, um, uh, were off in Blackwell for the last year and a half or so.
- ▶ 31:45 Jensen Huang And here comes Ruben, just around the corner.
- ▶ 48:46 Jensen Huang NVIDIA's self-driving car stack, by the way, number one rated safety in the world today. 4 times in the scene
- ▶ 1:05:11 Jensen Huang You know, as you know, NVIDIA invented accelerated computing. 6 times in the scene
No Priors Ep. 144 | The 2026 AI Forecast with Sarah & Elad
- ▶ 5:54 Sarah Guo Like, you know, if NVIDIA doesn't overperform by some massive amount one quarter, everybody's going to freak out. 4 times in the scene
- ▶ 15:00 Sarah Guo They're afraid of like the microglastics, AKA like too much concentration in NVIDIA and a small number of other players. 3 times in the scene
- ▶ 38:45 unnamed speaker Currently, everyone believes that you can only use NVIDIA outside of Google, and that will be obvious that that's not the case.
No Priors Ep. 129 | With U.S. Under Secretary of State (E) Designate Jacob Helberg
- ▶ 22:16 Jacob Helberg Um, a lot of them will not need the super fancy Blackwell chips.
- ▶ 22:20 Jacob Helberg They'll need the normal stuff, but who sells them that, whether it'll be Nvidia or Huawei, will really make a huge difference because
No Priors Ep. 127 | With SemiAnalysis Founder and CEO Dylan Patel
- ▶ 1:05 Dylan Patel On Reddit, and, and like many other subreddits related to hardware and NVIDIA and Intel and all this stuff, but because of that, I've just always had Android.
- ▶ 4:57 Sarah Guo Um, and so I think there's a lot of force in the ecosystem to, um, open source from both like the NVIDIA level up and from the model providers down. 2 times in the scene
- ▶ 15:23 Dylan Patel Which is, which is like sort of what like, or like NVIDIA wants me to exist. 2 times in the scene
- ▶ 17:27 Sarah Guo I mean, I, I feel like the multi-trillion dollar question that you, um, have thought about for perhaps longer than, um, almost anyone else is like, what does it take to actually challenge NVIDIA? 13 times in the scene
- ▶ 18:43 Dylan Patel If you squint your eyes now, like Blackwell and TPU is starting, like the, the NVIDIA architecture with TPU architectures are actually converging, like same memory hierarchies and similar sizes of systolic arrays.
- ▶ 30:32 Dylan Patel It's like, NVIDIA can't make enough chips.
- ▶ 35:05 Sarah Guo Like, it's better for us to be exporting NVIDIA chips than to foster a new industry. 3 times in the scene
No Priors Ep. 126 | With Cloudfare CEO Matthew Prince
- ▶ 22:58 Matthew Prince You know, graphics chip company in order to put, uh, GPUs at the edge of our network in order to allow people to do inference. 2 times in the scene
- ▶ 34:00 Matthew Prince When we talk with the folks at Nvidia, it feels a little bit like talking to Intel back 2 times in the scene
No Priors Ep. 125 | With Senior White House Policy Advisor on AI Sriram Krishnan
- ▶ 8:01 Sriram Krishnan We have a product stack starting from GPUs with NVIDIA and AMD and a bunch of others.
No Priors Ep 106 | With GitHub CEO Thomas Dohmke
- ▶ 23:24 Thomas Dohmke Like the end of the day, they're all, all compiling, uh, down to, uh, uh, an instruction set that runs on, on your Apple M four chip or, or your, your Intel CPU or AMD or Nvidia or whatever, right?
No Priors Ep. 105 | With Director of the Center of AI Safety Dan Hendrycks
- ▶ 6:41 Dan Hendrycks It's speculative in the same way that, like, Nvidia's valuation is speculative or the valuations behind AI companies are speculative.
- ▶ 27:06 Dan Hendrycks I, I should also say that the export controls, it wasn't actually a priority among leadership at BIS to my understanding, a substantial priority, the AI chips, um, for some people, but for the enforcement officers, like, did they, did any…
No Priors Ep. 104 | With Flagship Pioneering CEO and Co-Founder Noubar Afeyan
- ▶ 6:32 Noubar Afeyan Well, you could say selling it, but, but if you said, what was the goal of creating, I don't know, Nvidia? 2 times in the scene
- ▶ 25:12 Noubar Afeyan By the way, is one of the very first large partnerships that NVIDIA did in the biology space. 2 times in the scene
No Priors Ep. 100 | With Sarah and Elad
No Priors Ep. 96 | With Modal CEO and Founder Erik Bernhardsson
No Priors Ep. 95 | Best of 2024
No Priors Ep. 93 | With Akash Systems' Felix Ejeckam and Ty Mitchell
- ▶ 12:03 Ty Mitchell And that, that's something that's critically important because you see just in the last year, uh, when NVIDIA has introduced a couple of new chips, uh, first, uh, the Samsung HVM, uh, there were heating issues back then, uh, then with… 3 times in the scene
- ▶ 12:03 Ty Mitchell And that, that's something that's critically important because you see just in the last year, uh, when NVIDIA has introduced a couple of new chips, uh, first, uh, the Samsung HVM, uh, there were heating issues back then, uh, then with…
- ▶ 13:42 Felix Ejeckam Yeah, Sarah, actually the, the servers that we ship today, the H 200 from Nvidia, for example, uh, is both liquid cooled and diamond cooled.
- ▶ 19:28 Ty Mitchell It's, it's, this is something that probably the people at AMD and NVIDIA, uh, are thinking of. 2 times in the scene
- ▶ 28:44 Ty Mitchell Uh, we can't just rely on what NVIDIA or AMD has done to date.
No Priors Ep. 92 | With StackBlitz CEO and Co-Founder Eric Simons
- ▶ 11:58 Eric Simons Um, like, I think, uh, there's, you know, one that was released by NVIDIA recently, and there's one called Quorum that was released recently, and, uh, you know, some of the folks, like, I think over at, like, Hugging Face have been, you…
No Priors Ep. 89 | With NVIDIA CEO Jensen Huang
- ▶ 0:08 Sarah Guo Today, we're here again, one year since our last discussion with the one and only Jensen Huang, founder and CEO of NVIDIA. 5 times in the scene
- ▶ 6:44 Jensen Huang And so, so CUDA made it possible for us to iterate so quickly, just in the last year, and then we just went back and benchmarked, uh, when Lama first came out, we've improved the performance of hopper by a factor of five without the,…
- ▶ 7:33 Jensen Huang Sam was just telling me that he, he had decommissioned Volta just recently.
- ▶ 7:37 Jensen Huang They have Pascals, they have Amperes, all different configurations of Blackwell coming.
- ▶ 7:37 Jensen Huang They have Pascals, they have Amperes, all different configurations of Blackwell coming.
- ▶ 7:37 Jensen Huang They have Pascals, they have Amperes, all different configurations of Blackwell coming.
- ▶ 7:49 Jensen Huang The advantage that NVIDIA has, of course, is that the, the infrastructure that you built today for training will just be wonderful for inference tomorrow. 2 times in the scene
- ▶ 10:40 Sarah Guo NVIDIA has moved into larger and larger, let's say, like, unit of support for customers. 6 times in the scene
- ▶ 14:09 Jensen Huang We still maintain, I just saw a review the other day, Nvidia Shield, our Android TV.
- ▶ 20:36 Sarah Guo A year ago, uh, when we spoke together, you talked about, we asked, like, what applications you got most excited about that NVIDIA would serve next in AI and otherwise, and you talked about how you let your most extreme customers lead you… 2 times in the scene
- ▶ 21:16 Jensen Huang We can't, we couldn't build, we couldn't build Hopper without it.
- ▶ 22:26 Elad Gil Um, at the time, NVIDIA's market cap was about five hundred billion. 6 times in the scene
- ▶ 29:05 Jensen Huang So we're going to have AI marketing people, AI to designers, AI supply chain people, AI, you know, and, and I'm, I'm hoping that NVIDIA is someday, um, uh, biologically bigger, um, but also, uh, from an artificial intelligence perspective,…
- ▶ 30:56 Jensen Huang And we got CUDA and we've got open USD for omniverse and, and who's going to create an AI agent.
No Priors Ep. 85 | CEO of Braintrust Ankur Goyal
No Priors Ep. 84 | With Chair of the Federal Trade Commission Lina Khan
No Priors Ep. 81 | With Sarah Guo & Elad Gil
No Priors Ep. 79 | With Magic.dev CEO and Co-Founder Eric Steinberger
- ▶ 25:21 Eric Steinberger And he didn't say this in an arrogant way.
No Priors Ep. 78 | With AWS CEO Matt Garman
- ▶ 14:49 Sarah Guo To some degree, it puts us all back in the, like, on-prem colo era of the world, where to get one of these, you know, if you're doing any sort of real pre-training, uh, to, to get your startup off the ground, you're back to, I guess I'll…
- ▶ 15:16 Matt Garman Uh, you know, H 100 and hosting them in a colo or anything like that.
- ▶ 28:27 Matt Garman Our own chips is a way to support, um, the growth of NVIDIA chips, and so I think the more diversity there, the, the better off we are. 3 times in the scene
- ▶ 34:25 Sarah Guo Um, your compute vendor, and eventually a big piece of it over to Jensen and NVIDIA, or to the model vendor, and I, I think the, the answer, at least to like right now, is clearly not, right? 3 times in the scene
No Priors Ep. 77 | With Foundry CEO and Founder Jared Quincy Davis
- ▶ 6:04 Jared Quincy Davis And we talk about them as chips, but actually, the H-H-E-X-E systems are truly systems. 2 times in the scene
- ▶ 6:16 Jared Quincy Davis And the remarkable thing that I think Jensen and NVIDIA have done, one of many, is they've basically taken an entire data center's worth of infrastructure and compressed it down into a single box.
- ▶ 6:27 Jared Quincy Davis And so we look at them from that perspective, the fact that it's 70 pounds isn't quite as alarming, but it is, these are really gnarly systems, and when you end up composing these individual systems, these DGXs or HTXs, into large…
- ▶ 8:20 Jared Quincy Davis I think it's fair to say you're in the large regime when you need multiple, you know, state-of-the-art servers from NVIDIA or from someone else to even just contain the model, you know, just run the, basically run the training or… 4 times in the scene
- ▶ 10:50 Jared Quincy Davis The biggest companies in the world are either clouds, Azure, AWS, GCP, um, you know, core component of the biggest companies in the world, or NVIDIA, who sells for the clouds, obviously.
- ▶ 25:18 Jared Quincy Davis Um, and so GPT-III was trained on 10,000 V-one-hundred GPUs in an interconnected cluster in Azure for about 14.6 days. 6 times in the scene
- ▶ 28:13 Jared Quincy Davis Um, you know, by many measures, utilization of these, even H-one hundred systems are kind of state-of-the-art, the most viable, the most precious, et cetera,
No Priors Ep. 73 | With Airtable co-founder and CEO Howie Liu
No Priors Ep. 72 | With Sarah Guo and Elad Gil
No Priors Ep. 65 | With Scale AI CEO Alexandr Wang
- ▶ 1:53 Alexandr Wang Uh, there were, NVIDIA was already a very clear leader in building compute for these AI systems, um, but there was nobody focused on data.
No Priors Ep. 63 | With Sarah Guo and Elad Gil
- ▶ 1:01 Sarah Guo And so listeners, a lot, and I are making hats and tequila for the guests, but for the low, low price of one H 100 GPU, we will give, uh, each of those to you too.
- ▶ 1:22 Elad Gil We can check in again in a couple months when the B-one hundreds come out or whatever time period.
- ▶ 28:35 Sarah Guo Uh, we will offer you one branded bottle of tequila, or mock tequila, or whatever you'd call it, and a, uh, a cool no priors hat for H-one hundreds.
No Priors Ep. 59 | With Sarah Guo & Elad Gil
No Priors Ep. 58 | The argument for humanoid robots with Brett Adcock from Figure
No Priors Ep 56 | With Baseten CEO and Co-Founder Tuhin Srivastava
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