Nvidia, every mention
154 scenes, the whole family · ← back to Nvidia
tap a year for its mentions
every year anyone Molly O'Shea 106Rodrigo Liang 15Pete Shadbolt 9Andrew Feldman 7Navin Chaddha 4Michael Barton 4Jaimin Rangwalla 4Chris Josephs 4Michael Hurlston 3Jonathan Siddharth 3
Verbatim, from the transcripts: the passages where Nvidia comes up
Zipline: The Largest Autonomous Delivery System on Earth (and You’ve Barely Heard of It) · Sourcery with Molly O'Shea
- ▶ 26:36 Molly O'Shea That's why companies like NVIDIA, Anthropic, Salesforce, and Gemini partner with Turing.
I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator) · Sourcery with Molly O'Shea
- ▶ 24:27 Molly O'Shea That's why companies like Nvidia, Anthropic, Salesforce, and Gemini partner with Turing.
CEO Vlad Tenev on Robinhood's Record Year (+200%, ~$100B Market Cap) · Sourcery with Molly O'Shea
- ▶ 12:27 Molly O'Shea That's why companies like NVIDIA, Anthropic, Salesforce, and Gemini partner with Turing.
Warren Buffet & Charlie Munger's Greatest Lessons · Sourcery with Molly O'Shea
- ▶ 1:03:26 Molly O'Shea That's why companies like NVIDIA, Anthropic, Salesforce, and Gemini partner with Turing.
Jeffrey Katzenberg's $2.8 Billion Fund · Sourcery with Molly O'Shea
- ▶ 16:42 Molly O'Shea That's why companies like Nvidia, Anthropic, Salesforce, and Gemini partner with Turing.
Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano · Sourcery with Molly O'Shea
- ▶ 44:14 Michael Mignano You've got Google, you've got Meta, um, you've got NVIDIA.
Inside the Myths: Emil Michael on Palantir, SpaceX, Anduril & the Modern DoW · Sourcery with Molly O'Shea
- ▶ 21:17 Emil Michael Um, we're making sure to keep our best chips here from NVIDIA. 2 times in the scene
What Travis Kalanick Taught Bradley Tusk, & Why He Closed His VC Fund · Sourcery with Molly O'Shea
- ▶ 2:45 Bradley Tusk So the chips from NVIDIA and everyone else are incredibly valuable.
- ▶ 5:12 Bradley Tusk Two would be actual chips from NVIDIA or whoever the maker might be, Intel, whoever it is, because you need very, very advanced GPUs, processing units, in order to be able to generate that level of AGI, and therefore
Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
- ▶ 4:58 Philip Clark You know, NVIDIA is a four and a half trillion dollar company.
- ▶ 28:29 Philip Clark Apple, Nvidia, Broadcom, Tesla, TSMC.
Sequoia’s Alfred Lin: Backing Founders Who Redefine Markets · Sourcery with Molly O'Shea
- ▶ 39:31 Alfred Lin Um, in three decades, it could be a hundred billion to a trillion, Apple, Google, NVIDIA. 2 times in the scene
Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea
- ▶ 12:10 Michael Barton You're seeing new announcements every day, OpenAI doing a deal with NVIDIA, or doing a deal with AMD, or there's some new data center built, and there's all this money going into it, right?
- ▶ 21:59 Michael Barton When things are inflecting positively, so think about, like, when people got excited about AI, they realized in order to do AI, you needed NVIDIA GPUs.
- ▶ 48:56 Michael Barton Meaning, like, you know, I, I need to understand how many GPUs NVIDIA is planning on selling next year, and who they're gonna sell them to, and have an idea of what that looks like, because those GPUs go into each of the cloud players'… 2 times in the scene
- ▶ 52:51 Molly O'Shea Do we think this new chip company has a chance of beating Nvidia or should we just like do some more Nvidia leaps? 2 times in the scene
Inside The $2.2B AI Research Accelerator | Turing · Sourcery with Molly O'Shea
- ▶ 0:09 Molly O'Shea And customers that include OpenAI, NVIDIA, Anthropik, Google, Microsoft, Meta, Salesforce, Amazon, and I'm sure a lot more.
- ▶ 3:13 Molly O'Shea A network of four million engineers and customers that include OpenAI, NVIDIA, Anthropoc, Google, Microsoft, Meta, Salesforce, Amazon, and I'm sure a lot more.
- ▶ 3:37 Jonathan Siddharth Uh, we work with OpenAI, Anthropic, Meta, Google, Microsoft, Nvidia, Amazon, anybody that's building a Frontier Foundation model, we are probably working with them already. 2 times in the scene
- ▶ 43:55 Jonathan Siddharth So, Turing's an interesting company in that, uh, we are a lot like NVIDIA in one sense, in that we are a picks and shovels into the AGI industry, right?
CEOs of Epirus & Galvanick on the Future of Defense & Cybersecurity · Sourcery with Molly O'Shea
- ▶ 0:27 Andy Lowery Qualcomm, Intel, Nvidia.
- ▶ 9:15 Andy Lowery So Qualcomm, Intel, other companies build NVIDIA, build the Jetson system.
- ▶ 9:15 Andy Lowery So Qualcomm, Intel, other companies build NVIDIA, build the Jetson system.
Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea
- ▶ 15:41 Navin Chaddha You don't need to be an NVIDIA.
- ▶ 20:54 Navin Chaddha So if you look at NVIDIA for four and a half trillion dollars, then you have a company which most people don't know about called Broadcom, which makes all the networking chip and other chips along with AMD.
- ▶ 25:59 Navin Chaddha So hardware companies, what we are seeing with NVIDIA, if you hit a jackpot, don't compete with NVIDIA, but everything around it, power, cooling, networking, 2 times in the scene
Raising $2 Billion to Become the SpaceX of Quantum | PsiQuantum's Pete Shadbolt · Sourcery with Molly O'Shea
- ▶ 0:11 Pete Shadbolt I really worry that leadership at Google or NVIDIA or whatever is completely misled about the impact of the technology and when it's going to come. 2 times in the scene
- ▶ 12:18 Pete Shadbolt I worry that because of all of that hype and because it's a pretty involved, challenging field to understand, I really worry that like leadership at Google or Nvidia or whatever is
- ▶ 15:27 Molly O'Shea How is NVIDIA getting involved? 13 times in the scene
- ▶ 17:17 Pete Shadbolt Like they used to sell game, like gaming hardware, and then they transitioned to selling H 100 by the bucket loads.
- ▶ 21:10 Pete Shadbolt And it's baffling to me that people ask this question because just look at the most consequential, durably valuable, strategically important, geopolitically significant companies of our age, TSMC, ASML, SpaceX, Nvidia, right? 2 times in the scene
- ▶ 38:45 Pete Shadbolt Um, so what happens inside TSMC, what happens in an ASML EUV machine, you know, programming a 100,000 GPU Nvidia cluster, operating a Raptor engine from, uh, SpaceX or designing a payload that's going to go on a launch.
- ▶ 47:28 Pete Shadbolt Like TSMC, ASML, SpaceX, NVIDIA, like you earn your place in that list and they're not there yet.
- ▶ 1:23:21 Pete Shadbolt Obviously, like, those guys, that category of late stage crossover type people, they were in SpaceX, they were, they were in NVIDIA, they were in ASML when ASML was pretty, uh, crazy.
- ▶ 1:48:37 Molly O'Shea Dialing into Nvidia and how Jensen apologized. 2 times in the scene
Understanding OpenAI’s $500B Valuation · Sourcery with Molly O'Shea
- ▶ 39:43 Apoorv Agrawal Nvidia earned, Nvidia alone at the chip player earned roughly forty billion dollars in data center revenue in Q one last quarter.
How Vise Became a Unicorn With Just 40 Employees · Sourcery with Molly O'Shea
- ▶ 23:59 Samir Vasavada You can, when there's volatility, so let's say Nvidia is up and Apple is down. 2 times in the scene
How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech · Sourcery with Molly O'Shea
- ▶ 35:22 Eric Crispin You know, for instance, all of the private sort of, you know, investment in stuff that was going on in 2022 informed, you know, our public investment into NVIDIA and our public investment in NVIDIA helped inform our private investment into…
Inside the $350M Pelosi Stock Tracker · Sourcery with Molly O'Shea
- ▶ 13:16 Chris Josephs We don't know about other politicians because of the stupid 45 day delay, but Marjorie Taylor Greene is the only politician doing this, and she's now going to get the spotlight shown on there because it's also Marjorie Taylor Greene, but… 2 times in the scene
- ▶ 21:47 Chris Josephs Um, we think, like, our small part of getting the politicians banned would bring trust and transparency back into that, where at least, you know, if you may not agree with a politician, like, you may not like Nancy Pelosi, but your first,…
- ▶ 27:02 Chris Josephs So she's been big in Nvidia.
Inside Varda’s Space Factory | Delian Asparouhov, Founders Fund & Varda · Sourcery with Molly O'Shea
- ▶ 34:55 Delian Asparouhov Um, this year we have speakers like Jensen Huang from Nvidia, Alex Karp from Palantir, Brian from Anderle, um, you know, Keith from KV, um, you know, Josh Kushner from Thrive.
Inside Theory Ventures: Tomasz Tunguz’s $688M Thesis on Go-To-Market Disruption · Sourcery with Molly O'Shea
- ▶ 8:44 Tomasz Tunguz So whoever has the best allocation with NVIDIA, at least in the short term, is in a much better place.
Former Chief Scientist at Salesforce, Richard Socher | You.com, LLMs, AI Agents, Complex Work · Sourcery with Molly O'Shea
- ▶ 1:42 Molly O'Shea They recently raised a fifty million dollar series B led by Georgian with participation from Salesforce Ventures, Nvidia, Gen Digital,
- ▶ 2:47 Richard Socher The round was led by Georgian and participation from NVIDIA, Salesforce Ventures, several of the existing investors, Softlink Ventures Asia came into, and we're going to scale with this 2 times in the scene
Alex Kolicich, 8VC | AI & Defense Tech Renaissance · Sourcery with Molly O'Shea
- ▶ 10:45 Alex Kolicich There's a lot of AI hype, but if you look at companies like Nvidia, they're actually not that expensive on an earnings basis.
- ▶ 26:31 Alex Kolicich You know, you have NVIDIA's at all-time highs.
Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea
- ▶ 39:47 Mark Suster Uh, but even look at NVIDIA, like the world's most valuable business right now is a hardware business.
- ▶ 45:05 Mark Suster And of course, that's a great outcome if Google, Facebook, Amazon, Nvidia, whoever can buy your company.
Silicon Valley's Best Kept Secret for Skilled Immigration | Minn Kim, Founder of Lighthouse · Sourcery with Molly O'Shea
Morgan Housel: Understanding Elon Musk, Jensen Huang and Other Outliers in Tech · Sourcery with Molly O'Shea
- ▶ 9:57 Molly O'Shea Um, and sometimes it's also weird blips of luck, like look at NVIDIA, like they, they really were setting themselves up for an incredible hockey stick growth, and now they are like the kingpin of
David Weisburd, 10X Capital: Finding Alpha and LP Bias · Sourcery with Molly O'Shea
- ▶ 15:33 Molly O'Shea Is it when Nvidia stock goes down or when Google fixes their GPT?
Alex Kolicich, 8VC: Exodus of Venture Capital, AI Predictions · Sourcery with Molly O'Shea
- ▶ 20:14 Molly O'Shea In terms of these recent earnings reports, uh, whether it's NVIDIA, Alphabet, Microsoft, um, Meta, ServiceNow, are there any, like, solid narratives we can pull from there, um, to kind of help guide us through this hype cycle or the early… 3 times in the scene
Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies · Sourcery with Molly O'Shea
- ▶ 11:41 Xander Oltmann Like the companies like NVIDIA that are, you know, making tons and tons of money, as well as the data center businesses like GCP, Azure, AWS.
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