Nvidia, every mention
11 scenes (2024), the whole family · ← back to Nvidia
every year 2024 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
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.