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Nvidia

includes NVIDIA H100, NVIDIA H200, NVIDIA Blackwell, NVIDIA H20, NVIDIA Rubin, NVIDIA GB200, NVIDIA A100, NVIDIA GTC, NVIDIA H800, NVIDIA Hopper, NVIDIA Grace CPU, NVIDIA Vera Rubin and 10 more

103 statements across 58 episodes · 53 bullish · 12 bearish · 23 people on the record · first statement Nov 6, 2024 by Jordi Hays · said 1,148 times in 206 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by John Coogan (342), Jordi Hays (71), Bill Bishop (11), Turner Novak (10), Samuel Hammond (9), Martin Shkreli (9), Jensen Huang (9), Brad Gerstner (8)

tap a year for its mentions
0030075600150202420252026episodesmentions
075150202420252026episodes it came up in
004758150202420252026episodesmentions per episode
2026 545 mentions in 103 episodes 5 per episode
2025 540 mentions in 86 episodes 6 per episode
2024 63 mentions in 17 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Nvidia, oldest first

Nov 6, 2024 neutral
Assertion Supported
Bill Gurley Has Repeatedly Warned About Nvidia's Related-Party Startup Deals
“Bill Gurley has a nose for bubbles, like he just can smell bubbles, and he's been harping on the he's been harping on the Nvidia related party transaction thing for quite a while.”
Jordi Hays Nov 6, 2024 ▶ 3:14:52 Trump's Secret Career (ep7)
Nov 14, 2024 positive
Assertion Supported
Coogan: Anduril built early sensor towers with off-the-shelf gaming GPUs
“They built this sensor tower, and they were using literally, like, off-the-shelf gaming NVIDIA GPUs to run open-source, like, computer vision algorithms, like ImageNet, and so it was very much, like, hacked together from literally stuff you could buy at, like,…”
John Coogan Nov 14, 2024 ▶ 1:05:43 Low T levels at Y-Combinator (ep9)
Nov 23, 2024 positive
Assertion Supported
NVIDIA's Q3 2024 Net Income Surpassed Its Total Q3 2023 Revenue
“NVIDIA's Q three, 20, 24 net income is higher than their Q three, 20, 23 revenue.”
John Coogan Nov 23, 2024 ▶ 1:07:01 FACT CHECKERS vs. tech article (ep14)
Nov 23, 2024 neutral
Opinion
Investors Have Stopped Analyzing NVIDIA's Fundamentals Due to Meme Status
“I think NVIDIA has become such a meme that people have stopped actually analyzing the underlying business fundamentals. And they're just focused on like the market cap.”
Jordi Hays Nov 23, 2024 ▶ 1:07:09 FACT CHECKERS vs. tech article (ep14)
Dec 2, 2024 positive
Assertion Supported
Coogan: Sequoia Partner Who Backed Nvidia Still Holds Distributed Shares
“You know that the partner at Sequoia who did the NVIDIA deal still owns the stock? Cause after they went public, it was distributed, just held.”
John Coogan Dec 2, 2024 ▶ 2:43:33 How BILLIONAIRES dress for XMAS (ep17)
Dec 11, 2024 positive
Assertion Supported
Sequoia Has Generated Over $70 Billion in Cumulative Gains
“Over the years, it's made its limited partners and its own rainmakers who pocket around a quarter of the gains plus a management fee a total of over seventy billion dollars, thanks to early bets. On future tech darlings like Airbnb, Apple, Google, and Nvidia.”
John Coogan Dec 11, 2024 ▶ 20:00 How we became the fastest growing podcast (ep20)
Dec 14, 2024 neutral
Opinion
Coogan: Microsoft is no longer GPU-bound because it hit an energy bottleneck
“I don't think it's that. I think that they're buying the maximum, and now they've hit a different bottleneck, which is probably energy.”
John Coogan Dec 14, 2024 ▶ 59:37 Surviving a VC Holiday Party (ep22)
Dec 31, 2024 bullish
Assertion Not checkable as stated
Coogan: Nvidia captures over 100% of total profits in AI
“Well, they have over 100% of the profits in AI right now. Because all the other companies are losing money, and they're the one that's printing money.”
John Coogan Dec 31, 2024 ▶ 12:53 Year of Tech in Review (ep25)
Jan 8, 2025 bearish
Assertion Contradicted
Coogan: Developers cannot train AI models on AMD due to software bugs
“Like you literally cannot train a model on their chips because it's so buggy and their software is so bad.”
John Coogan Jan 8, 2025 ▶ 27:01 How to WIN in 2025? (INSANE Predictions List)
Jan 25, 2025 neutral
Assertion Supported
Coogan: China is building domestic equivalents to TSMC, Nvidia, and ASML
“China is actively working to catch up in chip fabrication with SMIC and SME. So they have their own TSMC, they have their own NVIDIA, and they have their own ASML.”
John Coogan Jan 25, 2025 ▶ 1:03:04 DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
Jan 25, 2025 neutral
Assertion Supported
Coogan: High-Flyer Quant Stockpiled 10,000 Nvidia GPUs Before US Bans
“High Flyer Quant managed to buy more than 10,000 NVIDIA graphics processing units before the U.S. Government imposed the chip bans, according to a local media outlet.”
John Coogan Jan 25, 2025 ▶ 29:33 DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
Jan 25, 2025 bullish
Assertion Not checkable as stated
Hays: Nvidia captures over 100% of all AI industry profits
“Nvidia is the real winner here. You've said it before, they have more than a hundred percent of all the profits in AI right now.”
Jordi Hays Jan 25, 2025 ▶ 1:26:58 DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
Jan 28, 2025 neutral
Assertion Supported
Coogan: Nvidia booked $7.7B in Singapore chip sales in Q3 2024
“In the three months ended October, 27, 20, 24. So like deep chip ban, just not last quarter, but the quarter before Q three 7.7 billion dollars of chips to Singapore. And it's like, Singapore's not buying that many chips.”
John Coogan Jan 28, 2025 ▶ 1:08:29 DeepSeek Update, Market Crash, Timeline in Turmoil, Is VC Cooked, Zero Cope Policy
Jan 28, 2025 bearish
Opinion
Hays: Nvidia valuation is hard to justify as competitive moats crack
“So at the high level, Nvidia faces an unprecedented convergence of competitive threats that make its premium valuation increasingly difficult to justify at 20 x forward sales and 75% gross margins. The company's supposed moats and hardware software and efficie…”
Jordi Hays Jan 28, 2025 ▶ 1:02:05 DeepSeek Update, Market Crash, Timeline in Turmoil, Is VC Cooked, Zero Cope Policy
Jan 28, 2025 bullish
Assertion Supported
Coogan: AMD GPUs Cost Roughly Half the Price of Nvidia Per Flop
“In fact, in terms of naive raw dollars per flop, AMD GPUs are something like half the price of NVIDIA GPUs.”
John Coogan Jan 28, 2025 ▶ 28:51 DeepSeek Update, Market Crash, Timeline in Turmoil, Is VC Cooked, Zero Cope Policy
Jan 28, 2025 neutral
Insight
Hays: Nvidia Sustains Luxury Margins on Unseen Data Center Infrastructure
“Nvidia has the margins of a luxury product, but they are building a product that goes and sits in a data center and nobody sees it. No, no, no consumer is going to say, well, I actually really want my model to be running on Nvidia chips”
Jordi Hays Jan 28, 2025 ▶ 35:16 DeepSeek Update, Market Crash, Timeline in Turmoil, Is VC Cooked, Zero Cope Policy
Jan 28, 2025 bullish
Assertion Supported
Coogan: Nvidia Holds Near-Monopoly on AI Training and Inference Capex
“They wound up with a basically something close to a monopoly in terms of share of aggregate industry capex that's spent on training and inference infrastructure for artificial intelligence.”
John Coogan Jan 28, 2025 ▶ 2:36 DeepSeek Update, Market Crash, Timeline in Turmoil, Is VC Cooked, Zero Cope Policy
Feb 19, 2025 bullish
Insight
Coogan: The sixth-best AI model can still be a profitable commodity
“Intelligence is, is so valuable and LLMs and AI is so valuable that, that, you know, yeah, even if you're like the sixth best model, you can still sell the intelligence if it's at the frontier level to the market at a market clearing price that still generates…”
John Coogan Feb 19, 2025 ▶ 14:35 How Does GROK Compare? (Full Analysis)
Mar 6, 2025 neutral
Insight
Glyman: Ramp's gap to trillion-dollar tech incumbents equals seed-stage multiples
“Mathematically a company like you know, an Apple or Microsoft or Nvidia, you know, talking to a ramp is almost like a ramp talking to a seed or Siri J startup. It's actually those multiples in between valuations are about the same.”
Eric Glyman Mar 6, 2025 ▶ 17:48 Ramp's CEO Eric Glyman reflects on the journey to $13 Billion and their exciting future
Mar 24, 2025 neutral
Assertion Supported
Senra: Nvidia CEO Jensen Huang manages roughly 60 direct reports
“He's got 60 direct reports, I think in the book. I think when they start writing a book, it's like 30, and I think it goes up to 60, because the book just came out.”
David Senra Mar 24, 2025 ▶ 25:16 David Senra on Nvidia, Jensen Huang, and Being a Great Founder.
Mar 24, 2025 negative
Assertion Partly supported
Hays: Masayoshi Son's 2019 Nvidia sale cost him $160B by 2024
“Certain high profile investors sold a huge stake in NVIDIA in 2019 that would be worth one hundred and sixty billion dollars as of last year. That person is Masa, Masayoshi Son.”
Jordi Hays Mar 24, 2025 ▶ 26:34 David Senra on Nvidia, Jensen Huang, and Being a Great Founder.
Apr 6, 2025 bearish
Opinion
Valenzuela: It remains very hard for Runway to switch from Nvidia
“I do think it's important. Like I do feel like all of the chips that are being made to compete with NVIDIA are relevant, but for us, it's still like very hard to see where we can switch to be honest.”
Cristóbal Valenzuela Apr 6, 2025 ▶ 20:22 Cristóbal Valenzuela (Runway) Talks About The Future of Media and Hollywood
Apr 10, 2025
Assertion Supported
Hammond: $16B in Nvidia H20 chip orders are waiting to ship
“There's sixteen billion dollars of orders for age twenties just sort of sitting in limbo about to go at the door.”
Samuel Hammond Apr 10, 2025 ▶ 24:51 Why Industrialization WON'T Create New JOBS | Samuel Hammond on TBPN April 8th
Apr 10, 2025 negative
Assertion Supported
Hammond: Nvidia continually circumvents export controls with sub-threshold chips like the H20
“Every time we introduce an expert control, NVIDIA's two weeks later has a new chip that just gets under the line of what's being controlled. And the latest one is the H-Twenty.”
Samuel Hammond Apr 10, 2025 ▶ 9:51 Why Industrialization WON'T Create New JOBS | Samuel Hammond on TBPN April 8th
Apr 26, 2025 positive
Disclosure
Nvidia recently made a substantial investment in Freeform's manufacturing data capabilities
“And that's one of the reasons why like Nvidia made a substantial investment in us recently is they saw what we were doing on the compute and data side, and they want to be a part of it.”
Erik Palitsch Apr 26, 2025 ▶ 9:48 The Hidden Power of AI in Metal 3D Printing | Erik Palitsch on TBPN
Apr 26, 2025
Assertion Supported
Machina Labs autonomously manufactured a physical sculpture directly from voice intent
“Basically spoke what he wanted to build, what sculpture he wanted to build, and the full stack of generating the code, running the robots, all were done autonomously. So from speech, from intent, all the way to the physical part, without anybody ever touching …”
Edward Mehr Apr 26, 2025 ▶ 7:18 The New Era of Defense Manufacturing | Edward Mehr on TBPN
Apr 28, 2025 negative
Opinion
Nvidia will be fine without $2 billion in China H20 chip revenue
“There is no reason. NVIDIA does not need the money. It's like two billion dollars of revenue. Like, they will be just fine without it”
Jordan Schneider Apr 28, 2025 ▶ 6:41 Is America Losing the Tech War with China? | Jordan Schnaider on TBPN
Apr 28, 2025 negative
Assertion Contradicted
Asparouhov: Nvidia exported $20B in chips to Singapore resold to China
“The, you know, articles that came out yesterday talking about you know, NVIDIA basically getting, you know, sort of slapped on the wrist because they were like, we're exporting. I forget what the number was, but like, twenty billion dollars per year of chips t…”
Delian Asparouhov Apr 28, 2025 ▶ 2:55 The Risk of Losing the Moon to China | Delian Asparouhov on TBPN
Jun 21, 2025 neutral
Opinion
Hotz: Either Nvidia is overvalued or AMD is significantly undervalued
“Either Nvidia's really overvalued or AMD's really undervalued. It has to be one or the other.”
George Hotz Jun 21, 2025 ▶ 1:56:29 Weekly Recap: Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely
Jun 21, 2025 bearish
Opinion
Hays: Manufacturing is likely not a great use case for humanoid robots
“We've had, we've asked a bunch of robotics experts about humanoids. And so far, I haven't got a, I don't have the confidence that, that this is Actually a super great use case for them.”
Jordi Hays Jun 21, 2025 ▶ 1:40:16 Weekly Recap: Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely
Jul 19, 2025 positive
Assertion Contradicted
Shkreli: Citadel figured out faster matrix multiplication than Nvidia on V100s
“So in the V 100 days, Citadel found a way to do mat moles faster than NVIDIA did. And it was like the most incredible, you know, find ever.”
Martin Shkreli Jul 19, 2025 ▶ 2:00:54 Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf
Jul 26, 2025 bullish
Assertion Not checkable as stated
Coogan: Google Is the Only Company With an At-Scale Nvidia ASIC Alternative
“Google is the only company, we talked about the TPU thing, they're the only company with an at-scale ASIC alternative to NVIDIA's GPUs, which should give them a meaningful cost advantage to that end, ah, to the extent that cloud compute becomes commoditized.”
John Coogan Jul 26, 2025 ▶ 1:19:07 Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
Jul 26, 2025 bullish
Prediction Open · timeframe Jul 2030
Coogan: No new chip architecture will displace Nvidia GPUs or Google TPUs
“It doesn't seem like there's some new disruptive chip architecture that's gonna come out and obviate the need for both NVIDIA GPUs and Google TPUs, and so Google's very well positioned”
John Coogan Jul 26, 2025 ▶ 1:22:12 Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
Jul 26, 2025 bullish
Assertion Supported
Coogan: Nvidia headcount grew to 42,000 employees, up from 36,000
“NVIDIA CEO said they now have 42,000 employees yesterday, up from 36,000 in January of 2025.”
John Coogan Jul 26, 2025 ▶ 1:31:52 Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
Aug 30, 2025 bullish
Assertion Supported
Build-A-Bear Workshop's stock is currently outperforming Nvidia.
“It's outperforming Nvidia, I believe.”
John Coogan Aug 30, 2025 ▶ 28:43 How LABUBU made BILLIONS
Aug 30, 2025
Assertion Supported
Trump taxes Nvidia and AMD China chip sales at 15 percent
“Trump struck a deal with Nvidia and AMD for the federal government to take 15% of their chip sales in China in return for allowing the exports.”
Jordi Hays Aug 30, 2025 ▶ 38:54 Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
Sep 27, 2025 neutral
Assertion Supported
Hays: Nvidia invests $10B for every $35B in GPUs OpenAI buys
“The basics of this deal are for every thirty five billion dollars of GPUs that OpenAI buys, NVIDIA will invest ten billion. So they're effectively just like paying for GPUs with, like, 30 percent-ish equity.”
Jordi Hays Sep 27, 2025 ▶ 15:40 Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI
Sep 27, 2025 positive
Opinion
Altman: No partner but Nvidia can build infrastructure at this scale
“There's like no partner but NVIDIA that could do this at this kind of scale, at this kind of speed.”
Sam Altman Sep 27, 2025 ▶ 11:58 Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI
Nov 7, 2025 bearish
Insight
John Coogan warns AI GPU overbuild lacks the lasting value of railroads
“The problem from the Carlota Perez perspective is that all of this spending on chips is relative to the sort of infrastructure she wrote about railroads, factories, fiber, short lived. If there's a bubble in railroads and we're like, we think railroads are goi…”
John Coogan Nov 7, 2025 ▶ 18:26 OpenAI Requesting Federal Backstop? | Diet TBPN
Nov 7, 2025 positive
Opinion
John Coogan argues selling Nvidia chips to China weakens domestic Huawei alternatives
“There is a, there is some level of an acceptable argument to this idea that if you continue to push Nvidia chips there, it just makes the Huawei Ascend just a little bit less exciting.”
John Coogan Nov 7, 2025 ▶ 25:10 OpenAI Requesting Federal Backstop? | Diet TBPN
Nov 8, 2025 neutral
Opinion
Jensen Huang doesn't believe in AGI, otherwise Nvidia wouldn't sell chips
“If Jensen was very AGI-pilled, I mean, he is the kind of, He, he's the rock on which this all is built on. Yes. He has the chips. If he was AGI-peeled, he would not be giving out those chips. He would keep them all to himself, and he would be training his own …”
Tyler Cosgrove Nov 8, 2025 ▶ 13:44 Elon's Trillion Dollar Pay Package | Diet TBPN
Nov 19, 2025 neutral
Insight
Coogan: Nvidia earnings lag real-time AI demand due to five-year lead times
“Also with the Nvidia news, it's like, how much can you actually read into AI demand based on Nvidia earnings? Because I feel like we're projecting out like these deals five years in advance. We buy the chips, then we install them like that whole rumored decele…”
John Coogan Nov 19, 2025 ▶ 11:39 Cloudflare Outage, iMessages in Gemini 3, 𝕏 Reactions to Gemini 3 | Diet TBPN
Nov 19, 2025 positive
Assertion Supported
Coogan: Google trained Gemini 3 Pro entirely on TPUs, bypassing Nvidia
“Google trained Gemini three pro on Google's own TPUs. No mention of Nvidia chips.”
John Coogan Nov 19, 2025 ▶ 7:54 Cloudflare Outage, iMessages in Gemini 3, 𝕏 Reactions to Gemini 3 | Diet TBPN
Nov 19, 2025 neutral
Insight
Coogan: Nvidia retains monopoly power because Google refuses to sell TPUs
“If TPUs are not for sale, Nvidia does have a monopoly. If Nvidia truly is the only seller in the market because Google is not a seller then yes, they still extract monopoly power from every other buyer because every other buyer says, yeah, I'd love to buy TPUs…”
John Coogan Nov 19, 2025 ▶ 8:23 Cloudflare Outage, iMessages in Gemini 3, 𝕏 Reactions to Gemini 3 | Diet TBPN
Nov 19, 2025 positive
Assertion Supported
Coogan: Brookfield launches $100B AI infrastructure program with Nvidia
“Brookfield today announced the launch of a one hundred billion dollar global AI infrastructure program in partnership with NVIDIA and the Kuwait Investment Authority.”
John Coogan Nov 19, 2025 ▶ 23:28 Cloudflare Outage, iMessages in Gemini 3, 𝕏 Reactions to Gemini 3 | Diet TBPN
Nov 19, 2025 neutral
Assertion Supported
Hays: xAI and Nvidia will build a 500-megawatt Saudi data center
“Musk's XAI and NVIDIA to develop a data center in Saudi Arabia. It's a 500 megawatt data center in Saudi. XAI is working with NVIDIA and a Saudi Arabian partner to develop a data center in the kingdom. Musk said Wednesday at an event with the crown prince. The…”
Jordi Hays Nov 19, 2025 ▶ 12:46 Cloudflare Outage, iMessages in Gemini 3, 𝕏 Reactions to Gemini 3 | Diet TBPN
Nov 19, 2025
Opinion
Hays: Google bypassing Nvidia for Gemini 3 is not priced in
“This doesn't feel fully priced in yet to either company. But then again, right, it's so hard to predict demand over the next five, 10 years that maybe, maybe it doesn't even matter.”
Jordi Hays Nov 19, 2025 ▶ 8:13 Cloudflare Outage, iMessages in Gemini 3, 𝕏 Reactions to Gemini 3 | Diet TBPN
Dec 10, 2025 neutral
Assertion Supported
Trump will allow Nvidia H200 sales to China for 25% cut
“Trump says that the United States will allow Nvidia H 200 chip sales to China and get a 25% cut.”
Jordi Hays Dec 10, 2025 ▶ 14:20 Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN
Dec 10, 2025 positive
Insight
Hays: Selling Nvidia chips to China will undermine domestic Chinese competitors
“Yes, but I still think there's enough of like a market force within China that if we flood the market with cheap Nvidia chips, there will, it'll just be expensive for them to keep propping up their local industry.”
Jordi Hays Dec 10, 2025 ▶ 15:37 Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN
Dec 11, 2025 neutral
Assertion Supported
Coogan: Nvidia Can Export H200 Chips to China with 25% US Tax
“Now Nvidia can sell to China, but they got to pay 25% to Uncle Sam.”
John Coogan Dec 11, 2025 ▶ 0:21 Nvidia’s China Shift, Meta AI Drama, Paramount's Pitch | Diet TBPN
Dec 11, 2025 positive
Prediction Not checkable as stated
Coogan: China Sales Will Be 10% of Nvidia Revenue If Restrictions Lift
“This is like 10% of their revenue is going to be in China next year if they really take the handcuffs off.”
John Coogan Dec 11, 2025 ▶ 9:21 Nvidia’s China Shift, Meta AI Drama, Paramount's Pitch | Diet TBPN
Dec 11, 2025 bullish
Assertion Partly supported
Coogan: Nvidia Projects $5B in Quarterly Chip Sales to China
“Nvidia is estimating that they will be able to sell five billion dollars of chips to China every quarter.”
John Coogan Dec 11, 2025 ▶ 0:30 Nvidia’s China Shift, Meta AI Drama, Paramount's Pitch | Diet TBPN
Jan 14, 2026 positive
Assertion Supported
Coogan: Nvidia and YC-Backed Startup Plans Moon Hotel by 2032
“A new startup backed by Nvidia and Y Combinator is planning to develop the first hotel on the moon by 2032.”
John Coogan Jan 14, 2026 ▶ 30:08 Siri needs an App, OpenAI Acquires health startup Torch, Claude Cowork reactions | Diet TBPN
Jan 16, 2026 bullish
Prediction Not checkable as stated
Thinking Machines could exit for $30B to $60B within two years
“Thinking machines could probably exit somewhere at between 30 and 60 today. Who has that money? I don't know. Maybe NVIDIA buys them or something. At least at some point over the next two years. I think the most likely acquirers would probably be Microsoft, Ap…”
Tyler Denk Jan 16, 2026 ▶ 14:17 Big Tech turns to mining, Thinking Machines loses top executives, NYC Sauna Wars heat up | Diet TBPN
Jan 22, 2026 negative
Disclosure
Jensen Huang: Sold Nvidia stock at a $300M valuation to buy parents a car
“My only regret was at the IPO, after the IPO, I wanted to buy my parents something nice, and so I sold NVIDIA stock at a valuation of three hundred million dollars. The company was at a valuation of three hundred million dollars, and I bought them a Mercedes S…”
Jensen Huang Jan 22, 2026 ▶ 26:20 Kling AI reaches 12M MAU, China's aging tech worker crisis, drama at ThinkingMachine | Diet TBPN
Feb 3, 2026 neutral
Assertion Supported
Huang: Nvidia never promised $100B in one OpenAI round
“No, we never said we were going to invest a hundred billion dollars in one round. That never was said.”
Jensen Huang Feb 3, 2026 ▶ 25:21 Moltbook goes viral, $100B OpenAI-Nvidia deal stalled, SpaceX merges with xAI | Diet TBPN
Feb 3, 2026 bullish
Disclosure
Huang: Nvidia will likely make its largest investment ever in OpenAI
“We will definitely be involved in their next, in their round. We will invest a great deal of money. Probably the largest investment we've ever made.”
Jensen Huang Feb 3, 2026 ▶ 27:46 Moltbook goes viral, $100B OpenAI-Nvidia deal stalled, SpaceX merges with xAI | Diet TBPN
Feb 3, 2026 neutral
Insight
Patel: Nvidia is diversifying chip architectures due to AI uncertainty
“You've got, like, CPX, you've got, like, the standard GPU, and now you've got the Grok chips, and they all fill a different niche, but really it screams, oh crap, we don't really know exactly where AI is going, which I don't think anyone does, right? I mean, i…”
Dylan Patel Feb 3, 2026 ▶ 6:11 FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
Feb 3, 2026 neutral
Prediction Open · timeframe Dec 2026
Patel: Nvidia's pre-fill CPX chip will release later in 2026
“They launched this thing called CPX, which is a chip made for pre-fill with, you know, prompt processing, creating a KV cache, and also good at, like, video generation and image generation. And that's coming out later this year.”
Dylan Patel Feb 3, 2026 ▶ 5:56 FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
Feb 6, 2026 bullish
Prediction Not checkable as stated
O'Laughlin: Amazon will run out of Trainium and spend heavily on Nvidia
“I think they're gonna run out of Tranium, and the answer is, like, what's the biggest amount of supply chain that's, like, locked up? It's NVIDIA.”
Doug O'Laughlin Feb 6, 2026 ▶ 25:15 FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race
Feb 6, 2026 bullish
Assertion Supported
O'Laughlin: Nvidia H100 and B200 GPU pricing has firmed up massively
“Like at this point H 100 pricing has massively firmed up. B 200 pricing definitely has super firmed up. And like, hey, there's clearly demand.”
Doug O'Laughlin Feb 6, 2026 ▶ 32:01 FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race
Feb 10, 2026 neutral
Assertion Supported
Bishop: State Department blocks Commerce-approved NVIDIA H200 sales to China
“What's interesting, right, I think it was the Financial Times reported last week that even though, ah, like, the Department of Commerce has signed off on the licenses to sell to China the H 200, that the Department of State, or the State Department, which has …”
Bill Bishop Feb 10, 2026 ▶ 24:51 FULL INTERVIEW: Bill Bishop Thinks China’s Military is Still Deeply Corrupt
Feb 25, 2026 neutral
Insight
Gurley: Index Funds Already Provide Sufficient AI Exposure for Retail Investors
“There's an interesting irony that if you wanted AI exposure, you're pretty good just owning the index. NVIDIA is such a large part of the index. You have exposure to Microsoft and Google and Facebook. Like, I don't know that you need to be in that place”
Bill Gurley Feb 25, 2026 ▶ 17:05 Full Interview: Bill Gurley Thinks College Kills Creativity
Feb 27, 2026 bullish
Assertion Supported
Nvidia reports $68.1 billion in quarterly revenue, up 73% year-over-year
“Revenue came in at 68.1 billion dollars, up 73% year over year, and 20% quarter on quarter, and this beat consensus estimates by nearly three percent.”
John Coogan Feb 27, 2026 ▶ 0:29 Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
Feb 27, 2026 neutral
Assertion Supported
Data center hardware accounts for 91.4% of Nvidia's quarterly revenue
“Data center hardware, the chips, And networking equipment that NVIDIA sells to AI and cloud computing companies accounted for 91.4% of the quarter sales.”
John Coogan Feb 27, 2026 ▶ 7:14 Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
Feb 27, 2026 bullish
Assertion Supported
Nvidia has $95.2 billion in locked-in chip supply commitments
“They have 95.2 billion of supply locked in with chip manufacturers.”
John Coogan Feb 27, 2026 ▶ 3:36 Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
Mar 2, 2026 neutral
Assertion Supported
Coogan: Supply chain risk ban applies only to government contracts
“There was a perception that this was, like, going to kill Anthropic, because if Nvidia has a government contract, then they can't do any deals with, ah, with Anthropic whatsoever, and that's not true, apparently. The, ah, the supply chain risk is specifically,…”
John Coogan Mar 2, 2026 ▶ 17:42 FULL BREAKDOWN: Trump BANS Anthropic
Mar 3, 2026 positive
Assertion Supported
Hays: OpenAI raised $110B round from Amazon, NVIDIA, and SoftBank
“OpenAI raised a hundred and ten billion dollar round of funding from Amazon, NVIDIA, and SoftBank.”
Jordi Hays Mar 3, 2026 ▶ 28:56 Anthropic v. DoW, Paramount wins WB, OpenAI raises $100B | Diet TBPN
Mar 6, 2026 bullish
Assertion Not checkable as stated
Coogan: Nvidia captured over 100% of total AI boom profits
“Nvidia basically captures and did for a while more than 100% of the profits from the AI boom, because so many of the other companies in the AI space were losing money.”
John Coogan Mar 6, 2026 ▶ 3:00 Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
Mar 6, 2026 positive
Assertion Supported
Coogan: Nvidia revenue tripled from $60B to $215.9B by FY2026
“Revenue tripled from sixty billion in fiscal year 2024 to 215.9 billion in fiscal year 2026.”
John Coogan Mar 6, 2026 ▶ 4:49 Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
Mar 6, 2026 neutral
Assertion Supported
Coogan: Nvidia GB200 NVL72 server rack contains two miles of copper
“NVIDIA's GB 200 NVL 72 server rack uses over 5000 copper cables. There's 72 GPUs wired together, but you need 5000 copper wires to get it all to work together. If you stretched out all of the copper wire in an NVL 72, From one side to another, it would go two …”
John Coogan Mar 6, 2026 ▶ 6:34 Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
Mar 14, 2026 neutral
Assertion Supported
Coogan: ByteDance securing 36,000 Nvidia Blackwell chips via Alawani Cloud
“ByteDance is working with a Southeast Asian company called Alawani Cloud on plans to use some 500 Blackwell computing systems totaling around 36,000 B-two hundred chips.”
John Coogan Mar 14, 2026 ▶ 19:37 Tall Poppy Syndrome, Bytedance Gets Blackwell Chips, WSJ Mansion Section | Diet TBPN
Mar 17, 2026 positive
Assertion Partly supported
Jensen Huang: Nvidia Thor Processor is Radiation-Approved for Satellites
“Thor is radiation approved, and we're in satellites.”
Jensen Huang Mar 17, 2026 ▶ 25:09 OpenAI Ends Side Quests, SF Housing Market is Back, Kalshi’s $1B Prize | Diet TBPN
Mar 17, 2026 bullish
Prediction Open · timeframe Mar 2031
Jensen Huang: Nvidia Will Build Orbital Data Centers in Space
“In the future, we'll also build data centers. In the, in space. Obviously, very complicated to do so. We have, we're working with our partners on a new computer called Vera Rubin Space One, and it's going to go out to space and start data centers out, out in s…”
Jensen Huang Mar 17, 2026 ▶ 25:15 OpenAI Ends Side Quests, SF Housing Market is Back, Kalshi’s $1B Prize | Diet TBPN
Mar 19, 2026 positive
Assertion Supported
Samsung supplies HBM to Nvidia for H100 and Blackwell systems
“Semiconductors still make up 30 to 40% of their business and they supply HBM to NVIDIA for the H-one hundred and Blackwell systems.”
John Coogan Mar 19, 2026 ▶ 1:24 Samsung’s $70B Chip Bet, Apple Doing Nothing But Winning AI, Bezos’ New Fund | Diet TBPN
Mar 21, 2026 positive
Insight
Jensen Huang: A $500K engineer must consume $250K in AI tokens
“If that 500,000 dollar engineer did not consume At least 250,000 dollars worth of tokens, I am going to be deeply alarmed.”
Jensen Huang Mar 21, 2026 ▶ 16:01 Bezos' $100B AI Plan, Nvida Chip Smuggling, The Mansion Section | Diet TBPN
Mar 30, 2026 bullish
Assertion Supported
Kim: Jensen Huang secured memory and CoWoS supply agreements early
“He locked up all the supply agreements for memory, COOS, you know, connectors ahead of time.”
Tae Kim Mar 30, 2026 ▶ 4:21 FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
Mar 30, 2026 bullish
Opinion
Kim: Geopolitical fears are causing an irrational Nvidia stock drawdown
“Just like tariffs a year ago, NVIDIA had a 30% drawdown when their business was actually flying, the actual final of their business. I think the same thing is happening here with the Iran war. Things will eventually subside”
Tae Kim Mar 30, 2026 ▶ 2:21 FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
Mar 30, 2026 bullish
Assertion Not checkable as stated
Kim: Jensen Huang's relationships secure Nvidia preferential TSMC wafer allocations
“NVIDIA is in the driver's seat because Jensen goes there five, six times a year and he has best friends at TSMC and speaks at their employee day. So they're going to get higher. They are getting a higher allocation to wafers and all that stuff.”
Tae Kim Mar 30, 2026 ▶ 10:54 FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
Mar 30, 2026 bullish
Prediction Open · timeframe Mar 2029
Kim: Nvidia's US-China regulatory approvals will drive billions in H200 orders
“And one thing that kind of went under the radar, Jensen literally said at GTC they got license approvals on both the U.S. And China side, so we're gonna see billions of dollars of H 200 orders.”
Tae Kim Mar 30, 2026 ▶ 10:08 FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
Mar 30, 2026 bullish
Prediction Not checkable as stated
Kim: Stacking memory directly on GPUs will be a major hardware innovation
“Both chief scientists talked about stacking memory right on top of the GPU or TPU, and that's gonna be a huge innovation in the coming months or years.”
Tae Kim Mar 30, 2026 ▶ 7:24 FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
Mar 30, 2026 neutral
Opinion
Kim: Nvidia's $25B open-source investment won't compete directly with OpenAI
“It's not a huge, I think it's like twenty five billion over the next few years, which doesn't really compete with what OpenAI and Anthropik are doing.”
Tae Kim Mar 30, 2026 ▶ 8:33 FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
Mar 30, 2026 bearish
Prediction Open · timeframe Mar 2029
Kim: Nvidia and hyperscalers won't switch to Arm's standalone server CPUs
“I don't really expect the major hyperscalers like Amazon to switch to ARM's, you know product offering. They have their own. And same with NVIDIA. They have their own ARM CPU that they're gonna incorporate and sell.”
Tae Kim Mar 30, 2026 ▶ 13:52 FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
Mar 30, 2026 bullish
Assertion Not checkable as stated
Kim: Meta, Google, and Nvidia engineers report severe AI compute shortages
“I met with dozens of engineers at Meta, Google, NVIDIA. And all of them are seeing crazy inference demand and AI compute shortages.”
Tae Kim Mar 30, 2026 ▶ 3:20 FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
Apr 16, 2026 positive
Opinion
Huang: NVIDIA is not an interchangeable car company, rejects 'loser premise'
“You're not talking to somebody who woke up a loser, and that loser attitude, that loser premise makes no sense to me. We are not, we're not a car. We are not a car.”
Jensen Huang Apr 16, 2026 ▶ 0:30 Jensen on Dwarkesh, Cursor x XAI, Netflix Stock Sinks | Diet TBPN
May 1, 2026 bullish
Opinion
Jensen Huang Calls AI Existential Threats and Job Destruction Claims Ridiculous
“On the other hand scaring people with things like saying nonsensical things, which are not gonna happen, that this is an existential threat to humanity. There's 20% chance that is existential. That's ridiculous. That it's gonna wipe out 50% of new college grad…”
Jensen Huang May 1, 2026 ▶ 23:19 AI Profits Surge, $70B Capex Surge Raises Investor Concerns, Automated Skin Exams | Diet TBPN
May 15, 2026 neutral
Opinion
Sunwalker: Nvidia investments in neoclouds resemble revenue swaps
“You see NVIDIA investing in a lot of Neo clouds that go buy their GPUs. They help start these new, new clouds. And then you have of course, like NVIDIA investing in, in AI labs that end up being like downstream consumers of these GPUs. And so like, I think in …”
Rahul Sonwalkar May 15, 2026 ▶ 10:04 SpaceX IPO Date, ChatGPT x Personal Finance, Sanders & AOC vs. Data Centers | Diet TBPN
Jun 15, 2026
Disclosure
Baker: Owned 15% of Nvidia and 10% of Tesla Under $2B Caps
“Well, I did own 15% of the video when it was a sub two billion dollar market cap, but I owned 10% of Tesla when it was a sub two billion dollar market cap.”
Gavin Baker Jun 15, 2026 ▶ 25:46 Gavin Baker: SpaceX Might Be the Greatest Company of All Time
Jul 3, 2026 neutral
Assertion Supported
Coogan: Nvidia's AI cloud revenue sharing creates unprecedented circularity
“NVIDIA has also partnered with AI cloud firms with revenue sharing, taking circularity to a previously unseen level.”
John Coogan Jul 3, 2026 ▶ 30:12 Jersey Mikes's IPO, AI Lab Nationalization, SpaceX AIPhone | Diet TBPN
Jul 29, 2026 neutral
Assertion Supported
Kim: NVIDIA's $50B data center lease requires a 30-year renewal
“It's like a 15 year lease and it's only fifty billion dollars if they renew the lease after 15 years. So it's like over 30 years if they renew it.”
Tae Kim Jul 29, 2026 ▶ 21:24 RSI Is Closer Than People Think, Per Tae Kim
Jul 29, 2026 positive
Opinion
Tae Kim: NVIDIA United the Tech Industry Against Anthropic
“I think it's been very impressive what they've been, they've basically united the entire tech industry against Anthropic in the last, like, three, four days.”
Tae Kim Jul 29, 2026 ▶ 7:42 RSI Is Closer Than People Think, Per Tae Kim
Jul 29, 2026 bullish
Prediction Not checkable as stated
Kim: NVIDIA will add major revenue over two years via locked-up supply
“Over the next year or two, you're going to see NVIDIA able to add tons of revenue because they were able to lock up all the supply components.”
Tae Kim Jul 29, 2026 ▶ 27:14 RSI Is Closer Than People Think, Per Tae Kim
Jul 29, 2026 positive
Assertion Supported
Kim: NVIDIA Bought Stakes in Optical Companies Lumentum and Coherent
“They just bought stake in the optical companies, Lumentum and Coherent.”
Tae Kim Jul 29, 2026 ▶ 29:33 RSI Is Closer Than People Think, Per Tae Kim
Aug 5, 2026 neutral
Prediction Not checkable as stated
Google may shift into an Nvidia-style capital partner for AI labs
“I wouldn't be surprised to see Google just shift into more of an Nvidia style role as like a capital partner to a number of Other labs as they, you know, continue to fall.”
Jordi Hays Aug 5, 2026 ▶ 13:34 Demis Is Out as DeepMind CEO, Revolut Founder Yacht Drama, AI’s Great Reverse Bank Run | Diet TBPN
Aug 6, 2026 bullish
Assertion Supported
Intel Secures $7B From Nvidia and SoftBank Following Federal Intervention
“Since Washington stepped in, as you know, Jordy Intel has pulled five billion of investment from NVIDIA, two billion from Japan's SoftBank, and its shares have more than quadrupled, trouncing those of rivals.”
John Coogan Aug 6, 2026 ▶ 27:48 More Details on OpenAI-Hugging Face, SpaceX SPV Investors Get Rugged, Demis and DeepMind | Diet TBPN
Aug 12, 2026 bearish
Prediction Not checkable as stated
Huang: AI supply constraints will persist across chips, power, and construction
“We're gonna be constrained for some time and pretty much across the board from chips to memories to packaging to systems photonics, connectors, land, power, construction workers, the whole thing.”
Jensen Huang Aug 12, 2026 ▶ 1:51 Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s Shortcut to $1T Payday | Diet TBPN
Aug 12, 2026 bullish
Prediction Not checkable as stated
Coogan: Data center financing is moving from VCs to institutional debt
“This is going to move the data center game out of the VCs and into the big leagues.”
John Coogan Aug 12, 2026 ▶ 7:47 Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s Shortcut to $1T Payday | Diet TBPN
Aug 12, 2026 bullish
Assertion Supported
Coogan: Nvidia assembles $500B AI financing package with Wall Street firms
“Wall Street big names join NVIDIA to build a five hundred billion dollar AI financing package, a landmark lending plan.”
John Coogan Aug 12, 2026 ▶ 0:09 Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s Shortcut to $1T Payday | Diet TBPN
Aug 12, 2026 neutral
Prediction Not checkable as stated
Coogan: $500B of compute only covers one year of AI scaling
“Ten billion, or 10 gigawatts of powered compute which is, you know, the labs are at, like, three combined across a few of them and we've been on this three X scaling, so this is really just, like, next year's compute.”
John Coogan Aug 12, 2026 ▶ 4:12 Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s Shortcut to $1T Payday | Diet TBPN
Sep 4, 2026 positive
Assertion Not checkable as stated
Nvidia offers $1B in employee retention packages to Hugging Face team
“I mean, the retention packages are apparently a billion dollars for a pretty small team.”
John Coogan Sep 4, 2026 ▶ 20:27 Model Mayhem, GPT-6 Astra, Why Nvidia Bought Hugging Face | Diet TBPN
Sep 4, 2026 positive
Assertion Supported
Nvidia buys Hugging Face for $12.93B, matching the emoji's decimal code
“NVIDIA agreed to pay 12.9303 billion dollars for Hugging Face, which just happens to be the exact decimal code for the Hugging Face emoji, which of course is the Icon used by the company.”
John Coogan Sep 4, 2026 ▶ 11:32 Model Mayhem, GPT-6 Astra, Why Nvidia Bought Hugging Face | Diet TBPN
Sep 4, 2026 positive
Assertion Not checkable as stated
Coogan: Hugging Face Turned Down $500M From Nvidia at $7B Valuation
“They became profitable in 20, 25, still had half the money that they raised. So Nvidia came in to offer five hundred million late 20, 25 at a seven billion valuation, but they turned it down.”
John Coogan Sep 4, 2026 ▶ 19:00 Model Mayhem, GPT-6 Astra, Why Nvidia Bought Hugging Face | Diet TBPN
Sep 12, 2026 neutral
Assertion Supported
Coogan: Ilya Sutskever's SSI recently received a large NVIDIA compute cluster
“SSI, Ilya Sutskiver's new, Neolab is recently got a big cluster from NVIDIA”
John Coogan Sep 12, 2026 ▶ 8:53 Washington Hones in on AI Safety, What Are AI Doomers Proposing | Diet TBPN
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