Nvidia, every mention
3 scenes (said by Navin Chaddha), 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
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