Nvidia

includes NVIDIA Jetson, NVIDIA Omniverse

4 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Oct 14, 2024 by Liron Zvibel · said 27 times in 12 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by Tolga Ermis (7), Lior Susan (6), Liron Zvibel (4), Russ Fradin (2), Wayne Slavin (1), Paul Mikesell (1), Michael Lingelbach (1), Kyle Hanslovan (1)

tap a year for its mentions
00103206202420252026episodesmentions
036202420252026episodes it came up in
002346202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 7 mentions in 6 episodes 1 per episode
2024 19 mentions in 5 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Nvidia, oldest first

Oct 14, 2024
Assertion Supported
Weka raised from nine major strategics including Nvidia, Qualcomm, and Cisco
“Throughout the round B and C we raised money from Qualcomm and Mellanox and Nvidia and Micron and Seagate and Western Digital and Hewlett Packard and Cisco and Hitachi, and I probably forgot the bond.”
Liron Zvibel Oct 14, 2024 ▶ 38:00 His 1st startup failed—but his 2nd one hit $100M ARR & a $1.6B valuation. Here's what he learned.... · PMF Show
Nov 4, 2024 bullish
Prediction Not checkable as stated
Susan: Physical industries will produce full-stack giants like Tesla and SpaceX
“My vision is we're going to see a lot of Teslas and SpaceX and NVIDIA is being built across those physical industries like energy, supply chain, defense, et cetera.”
Lior Susan Nov 4, 2024 ▶ 9:28 His robotics startup raised $400M, his VC fund over $4B—& he ran both at the same time. Here's ho... · PMF Show
Feb 3, 2025 positive
Assertion Not checkable as stated
Van Gaal: Root Data Center exited at an Nvidia-level revenue multiple
“We would have got when we sold, we would have got like a tech Revenue multiple kind of comparable to someone like NVIDIA.”
Jason Van Gaal Feb 3, 2025 ▶ 15:16 He exited for hundreds of millions—then invested in 20+ founders. Here's what he looks for. | Jas... · PMF Show
Feb 3, 2025 neutral
Assertion Supported
Van Gaal: AI customers pay premiums to receive chips immediately
“The exact same thing is going to video people pay more money to get the chips today versus in six months from now. Opportunity. There's an opportunity cost for customers in that space. And there was one for customers in our space as well.”
Jason Van Gaal Feb 3, 2025 ▶ 16:47 He exited for hundreds of millions—then invested in 20+ founders. Here's what he looks for. | Jas... · PMF Show
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