Nvidia Blackwell, every mention

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every year anyone John Coogan 5Dylan Patel 2Bill Bishop 2Tae Kim 1Jordi Hays 1Gavin Baker 1Doug O'Laughlin 1

Verbatim, from the transcripts: the passages where Nvidia Blackwell comes up

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Meta Settles Addiction Suits, Tim Cook Signs Off After 15 Years, OpenAI’s Jalapeño Chip | Diet TBPN Sep 1, 2026 · 1 mention

  • ▶ 20:41 unnamed speaker But OpenAI is beating NVIDIA, Blackwell, and even Rubin.

Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s Shortcut to $1T Payday | Diet TBPN Aug 12, 2026 · 1 mention

Gavin Baker: SpaceX Might Be the Greatest Company of All Time Jun 15, 2026 · 1 mention

Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN May 15, 2026 · 1 mention

  • ▶ 20:28 unnamed speaker 100 sales, uh, and Blackwells, what's actually happening.

Trump-Xi Summit, Space Data Center Debate, Inflation Up | Diet TBPN May 14, 2026 · 1 mention

  • ▶ 23:13 unnamed speaker Blackwells that are coming into the country into one data center that's networked together that can actually train a mythos level model.

Sam vs Elon Trial, Coinbase Cuts 14% in AI Pivot, Digesting Meta Earnings | Diet TBPN May 6, 2026 · 1 mention

  • ▶ 14:56 unnamed speaker There's an interesting company that's launching, uh, basically a Tesla Powerwall for Blackwell, so you can just get GPUs mounted to your house.

Jensen on Dwarkesh, Cursor x XAI, Netflix Stock Sinks | Diet TBPN Apr 16, 2026 · 2 mentions

  • ▶ 1:48 unnamed speaker Uh, Tranium, then maybe TPU, then maybe Blackwell, and sort of a mix, and it just feels like more and more of the AI labs are capable of making other chipsets work. 2 times in the scene

Meta’s AI Comeback Moment, Claude Mythos | Diet TBPN Apr 9, 2026 · 1 mention

  • ▶ 12:45 unnamed speaker Uh, he says Mythos appears to be the first class of models trained at scale on Blackwells.

Is Meta Really Addictive?, Jetsons Prediction, Artemis II: Back to the Moon | Diet TBPN Mar 31, 2026 · 3 mentions

  • ▶ 26:48 unnamed speaker The Solstice system will feature record-breaking a 100,000 blackwells and support the DOE's mission of developing AI capabilities to drive technology. 3 times in the scene

FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race Mar 30, 2026 · 1 mention

  • ▶ 3:59 Tae Kim And you see the tweets, like people are like, um, building, uh, bots to pick up any kind of B 200 GPU that can.

OpenAI Ends Side Quests, SF Housing Market is Back, Kalshi’s $1B Prize | Diet TBPN Mar 17, 2026 · 1 mention

  • ▶ 15:52 unnamed speaker I mean, you have to imagine that, what's after Blackwell?

The Remarkable AGI Predictions of Daniel Gross Mar 5, 2026 · 1 mention

  • ▶ 40:36 unnamed speaker All the leading chips, that's Blackwell,

FULL INTERVIEW: Bill Bishop Thinks China’s Military is Still Deeply Corrupt Feb 10, 2026 · 2 mentions

  • ▶ 27:22 Bill Bishop I think it was the information reported it's being trained on Blackwells. 2 times in the scene

FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race Feb 6, 2026 · 1 mention

FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI Feb 3, 2026 · 2 mentions

  • ▶ 4:48 Dylan Patel And, and over time, like, Hopper's now at five percent, but Blackwell's still 10 to 15%.
  • ▶ 13:09 Dylan Patel Do I care about, you know, the sort of general purpose, middle ground AI chip, which is what, you know, an H 100, a Blackwell, a TP looks like today.

Nvidia’s China Shift, Meta AI Drama, Paramount's Pitch | Diet TBPN Dec 11, 2025 · 1 mention

  • ▶ 8:20 John Coogan Blackwells are shipping now, and so we're still, like, the, the U.S. policy is still keeping China one iteration behind, and maybe that will be the ongoing decision here, the ongoing, um, strategy.

Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN Dec 10, 2025 · 1 mention

Will AWS Buy Google’s TPUs, Remembering Claude The Gator, Ricursive Raises $35M | Diet TBPN Dec 4, 2025 · 2 mentions

  • ▶ 11:05 unnamed speaker And Ironwood is competitive with Blackwell on flops, bandwidth, and HBM capacity. 2 times in the scene

Ilya Sutskever on Dwarkesh Patel Reaction, NVIDIA vs Google, Trump Unveils Genesis | Diet TBPN Nov 26, 2025 · 1 mention

  • ▶ 13:10 unnamed speaker If you think the race is hot now, wait until you see what comes out of, uh, large, coherent Blackwell clusters.

Google's First $100B Quarter Reactions | Diet TBPN Oct 31, 2025 · 2 mentions

  • ▶ 12:41 unnamed speaker My sense is that selling Blackwell chips to China would quite possibly be the most unpopular tech policy move of the Trump admin, especially on Capitol Hill. 2 times in the scene

Is America Losing the Tech War with China? | Jordan Schnaider on TBPN Apr 28, 2025 · 2 mentions

  • ▶ 29:16 unnamed speaker Uh, how real do you feel the yield coming out of TSMC Arizona is, or is it marketing to the admin that, hey, we're doing what you want, uh, and NVIDIA coming out and saying they're gonna make Blackwell chips in the US, you know, it's hard… 2 times in the scene

How Does GROK Compare? (Full Analysis) Feb 19, 2025 · 1 mention

  • ▶ 24:57 John Coogan Uh, the next training cluster will go from a quarter gigawatt to 1.2 gigawatts using GB 200 from Nvidia.

DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly Jan 25, 2025 · 2 mentions

  • ▶ 34:58 John Coogan The previous one was A-one hundred.
  • ▶ 1:30:20 John Coogan So a lot of people were worried that ARM would sell off because what if SoftBank sells their whole position, but if they have a massive new contract to, to sell new chips, but only because of the grace and various CPUs that accompany…
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