Nvidia, every mention
2 scenes (said by Jaimin Rangwalla), 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
Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
- ▶ 4:50 Jaimin Rangwalla Two or three years ago, when we first started investing in NVIDIA, we thought about, oh, now we have to follow the GPU. 2 times in the scene
- ▶ 49:33 Jaimin Rangwalla And so, NVIDIA almost sets the standard for what is, like, the accelerator market gonna look like in terms of capabilities two years down the road, and what are the things that they're changing? 2 times in the scene