Nvidia, every mention
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tap a year for its mentions
every year anyone John Coogan 342Jordi Hays 71Bill Bishop 11Turner Novak 10Samuel Hammond 9Martin Shkreli 9Jensen Huang 9Brad Gerstner 8Gavin Baker 7Tyler Hogge 6
Verbatim, from the transcripts: the passages where Nvidia comes up
Washington Hones in on AI Safety, What Are AI Doomers Proposing | Diet TBPN
- ▶ 2:23 John Coogan More than 10,000 H 100 equivalents. 2 times in the scene
- ▶ 2:35 John Coogan Oh, says Nvidia and all these chips.
- ▶ 9:03 John Coogan Uh, recently got a big cluster from NVIDIA, and we were like, the most bullish thing you could do if you're this secretive Neolab would be like, we're actually selling our compute, because we've discovered a more compute optimal way to…
AI Safety Timeline Takeover, Bending Spoons Acquires Miro, iPhone Duo Reactions | Diet TBPN
- ▶ 10:30 John Coogan Nvidia.
Greg Brockman on Astra and the Future of OpenAI
- ▶ 5:11 unnamed speaker I have a gaming PC now with a NVIDIA card in it.
Model Mayhem, GPT-6 Astra, Why Nvidia Bought Hugging Face | Diet TBPN
- ▶ 10:56 John Coogan Meanwhile, Nvidia is going even bigger on open source with the thirteen billion dollar acquisition for hugging face. 14 times in the scene
Meta Settles Addiction Suits, Tim Cook Signs Off After 15 Years, OpenAI’s Jalapeño Chip | Diet TBPN
- ▶ 20:41 unnamed speaker But OpenAI is beating NVIDIA, Blackwell, and even Rubin. 2 times in the scene
- ▶ 20:41 unnamed speaker But OpenAI is beating NVIDIA, Blackwell, and even Rubin.
- ▶ 20:41 unnamed speaker But OpenAI is beating NVIDIA, Blackwell, and even Rubin.
- ▶ 21:11 unnamed speaker More useful inference throughput, per watt, than NVIDIA GB 200, GB 300 systems, while simultaneously cutting end-to-end latency, 1.7 to 3.6 x.
- ▶ 21:11 unnamed speaker More useful inference throughput, per watt, than NVIDIA GB 200, GB 300 systems, while simultaneously cutting end-to-end latency, 1.7 to 3.6 x.
- ▶ 30:21 unnamed speaker He made, uh, an estimated 467 X return on that investment of the company required by Ovidia.
Kushner & Iger’s $12.5B Lakers Deal, Grok 4.6 Launches, Anthropic’s Watermarking Move | Diet TBPN
- ▶ 14:20 unnamed speaker Uh, NVIDIA's also joining the model wars, uh, selling, selling weapons to both sides, potentially. 5 times in the scene
Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s Shortcut to $1T Payday | Diet TBPN
- ▶ 0:02 John Coogan Is that the NVIDIA compute deal alarm? 2 times in the scene
- ▶ 4:56 John Coogan Well, there is the SpaceX factor here too, which recently announced that they're going all in on NVIDIA, but again, they are 5 times in the scene
- ▶ 6:58 John Coogan It's Blackwell data center.
More Details on OpenAI-Hugging Face, SpaceX SPV Investors Get Rugged, Demis and DeepMind | Diet TBPN
- ▶ 25:36 John Coogan I mean, I believe Google signed the open letter on the earlier side, right, with NVIDIA.
- ▶ 27:48 John Coogan Since Washington stepped in, as you know, Jordy, um, 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.
Demis Is Out as DeepMind CEO, Revolut Founder Yacht Drama, AI’s Great Reverse Bank Run | Diet TBPN
- ▶ 8:02 John Coogan Tyler over there thinks Nvidia shouldn't sell the chips if they're really AGI failed. 2 times in the scene
- ▶ 13:34 Jordi Hays 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
Bending Spoons Buys Airtable, OpenAI Hits Back at Apple, Spider-Man Ads in BMWs | Diet TBPN
- ▶ 28:55 unnamed speaker SpaceX announces a new partnership with NVIDIA to design its star mind AI one payload.
RSI Is Closer Than People Think, Per Tae Kim
- ▶ 0:14 Tae Kim Uh, I think I made the bullish call on CPUs, memory, and NVIDIA. 2 times in the scene
- ▶ 2:40 unnamed speaker Yeah, we'll definitely get there, and I want to talk about open source and NVIDIA's strategy there, obviously, uh, starting with the Mark Zuckerberg news in Reuters.
- ▶ 7:26 unnamed speaker Uh, so, uh, how have you been processing the NVIDIA letter around, uh, open source and all the back and forth, all the people jumping on, the companies that have been staying back, how do you work through that? 4 times in the scene
- ▶ 11:05 Tae Kim A server with 64 GPUs, so big super clusters that are networked well, and that's perfectly, runs great on NVIDIA.
- ▶ 20:56 unnamed speaker NVIDIA revealed this tenant for a fifty billion dollar data center that will use its chips. 7 times in the scene
- ▶ 25:07 unnamed speaker Talk about the NVIDIA CUDA mode. 10 times in the scene
- ▶ 28:25 unnamed speaker Do you think the market, uh, prices in just how much of almost every important AI company in every category NVIDIA actually owns? 6 times in the scene
Big Companies Hiring Again, Anthropic's Open-Weight Position, Zuck Backs AI for All | Diet TBPN
- ▶ 17:38 unnamed speaker We got NVIDIA revealed as a tenant for a fifty billion dollar data center that will use its chips. 5 times in the scene
- ▶ 19:14 unnamed speaker There are three, there are three major companies that haven't signed that NVIDIA open letter about, uh, banning open source, uh, and, or not banning open source. 2 times in the scene
Open Source vs. Closed Source, NVIDIA Backs SSI, YC Startup School Fills Stadium | Diet TBPN
- ▶ 2:08 unnamed speaker NVIDIA has open models, Microsoft, and they own a lot of open AI. 2 times in the scene
- ▶ 2:53 unnamed speaker Uh, so NVIDIA is leading a new coalition of tech companies that want the US government and its allies to see open source artificial intelligence as a society, as a cyber security asset, not a threat. 4 times in the scene
- ▶ 16:17 unnamed speaker Nvidia, Palantir, Palo Alto Networks, Red Hat, another open source company, Salesforce, SAP.
- ▶ 27:41 unnamed speaker So SSI, we are announcing a long-term strategic partnership with NVIDIA. 3 times in the scene
AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN
AI Agents Hack Hugging Face, White House Promotes Science’s Golden Age | Diet TBPN
- ▶ 16:56 Jordi Hays Moonshot AI has also acquired GB 300 equipped servers and has accessed GB 300 in Thailand, likely to train its models. 2 times in the scene
U.S. AI Execs Warn as China’s AI Push Grows, Substack Adds AI Detection Tool | Diet TBPN
- ▶ 6:51 John Coogan NVIDIA's Nemo Tron three ultra is starting to see traction.
Kimi K3 Reactions, The Odyssey Hits $264M in Debut, Netflix Embraces AI | Diet TBPN
- ▶ 13:34 John Coogan Is bad for NVIDIA, HBM, DRAM, and networking, because it has relatively lower KV cache requirements. 3 times in the scene
Thinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPN
- ▶ 5:32 Tyler Cosgrove So, I think that actually is not that different than what people, like, you know, at NVIDIA with Nematron did. 2 times in the scene
Stripe’s $53B PayPal Offer, OpenAI’s First Device, TBPN’s New Business Ideas | Diet TBPN
- ▶ 19:51 John Coogan Uh, sort of like that Nvidia purse. 2 times in the scene
- ▶ 19:55 John Coogan That's, uh, it's clear plastic, and then inside is a A-One-Hundred or some sort of Nvidia GPU, and it just sort of shows you the circuit board, and the circuit board is the art, is the design of the purse.
Ben Thompson Explains the XBOX Disaster
- ▶ 1:48 Ben Thompson Um, it was, you know, we're way back in history, but, like, this is the origin of the Nvidia story.
China Considers AI Export Controls, SK Hynix $28B IPO, Banks Target Payment Business | Diet TBPN
- ▶ 9:04 unnamed speaker Has become a key Nvidia partner, and now has a market cap around 1.1 trillion.
Jersey Mikes's IPO, AI Lab Nationalization, SpaceX AIPhone | Diet TBPN
- ▶ 30:12 John Coogan NVIDIA has also partnered with AI cloud firms with revenue sharing, taking circularity to a previously unseen level. 2 times in the scene
SpaceX Takes Off, Cursor's Wild Rise, Snap Bets on AR Glasses | Diet TBPN
- ▶ 0:33 unnamed speaker You got NVIDIA at five trillion,
Gavin Baker: SpaceX Might Be the Greatest Company of All Time
- ▶ 5:32 Gavin Baker And the altimeter figure that they've ordered 20% of the Rubens, and the Ruben is an epic chip. 3 times in the scene
- ▶ 5:39 Gavin Baker Like Blackwell, it was really hard to get it online.
- ▶ 18:05 Jordi Hays I mean, uh, Matthew was talking about, uh, co-locating NVIDIA servers on the edge specifically for the delivery of voice models, because you want those to be very low latency. 2 times in the scene
- ▶ 23:53 Gavin Baker You know, taking, it feels like the administration has been willing to let them buy H 200 or P thirties.
- ▶ 25:46 Gavin Baker 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. 2 times in the scene
- ▶ 29:46 Jordi Hays We have, uh, um, you mentioned owning Nvidia sub two billion.
Social Network Sequel Trailer, Fable 5 Sparks Safety Debate, SpaceX IPO Watch | Diet TBPN
- ▶ 29:00 unnamed speaker Nvidia at 96%.
WWDC Reactions, Claude Fable 5 Debuts, McAfee Eyes ESPN Mega Deal | Diet TBPN
- ▶ 19:10 unnamed speaker So, for AFM, which is Apple Foundation Models, AFM-III, this is the third iteration, AFM-III Cloud Pro, which is their reasoning model that's a fine tune of Gemini or some train on Gemini, um, they say they worked with Google and NVIDIA to… 2 times in the scene
Palantir's AIPCon 10, Ramp Hits $44B, 60 Minutes Eyes Rogan | Diet TBPN
- ▶ 18:34 unnamed speaker And the new NVIDIA foundation model is also live.
Microsoft Takes on Frontier AI with Project Solara, OpenClaw, and More at Build 2026 | Diet TBPN
- ▶ 0:40 unnamed speaker Uh, and then we talked about this a little bit with the Jensen announcements from NVIDIA.
YouTubers Win at the Box Office, Bernie Wants Public Stake in AI, Anthropic Files S-1 | Diet TBPN
- ▶ 30:23 unnamed speaker Uh, NVIDIA CEO made several announcements during his keynote speech at Computex, Taiwan's annual technology expo. 3 times in the scene
Where Brad Gerstner Is Investing Billions
- ▶ 11:31 Brad Gerstner Software is trading, mostly software names are trading at a higher multiple than NVIDIA. 2 times in the scene
- ▶ 15:47 Brad Gerstner Like everybody in the value chain, all of the cloud companies, all of the invidias and AMD's and, you know, and off takers, et cetera, and the white house that would deliver a very tangible and profound dividend to the communities that…
- ▶ 29:02 Brad Gerstner And, you know, as I sit here today, even though it's come up a lot, you know, Hynix is still trading at a single digit multiple, and Mike Brown's trading at a single digit multiple, and NVIDIA's trading at 4 times in the scene
- ▶ 34:07 Brad Gerstner So you'll, every parent's gonna see that their kid owns a little Nvidia, a little Microsoft, a little Walmart, right?
The Lean Startup Author on What Ruins Good Companies
- ▶ 25:45 unnamed speaker NVIDIA owns a piece of everything.
SpaceX S-1, Anthropic Revenue Booms, OpenAI Cracks Erdős Problem | Diet TBPN
- ▶ 11:10 John Coogan So, uh, Tom Brown, co-founder of Anthropic says, we're expanding our partnership with SpaceX and we'll be scaling up GB 200 capacity on Colossus two throughout June. 2 times in the scene
- ▶ 21:58 John Coogan The other news, uh, rumors about OpenAI is being close, closing in on the IPO fund filing, and, uh, that pushed out Nvidia's results, which is, uh, normally something I would expect on the front page, but there was too much AI news. 3 times in the scene
Google I/O: Day 1 Reactions, Goldman to Lead SpaceX IPO | Diet TBPN
- ▶ 24:37 John Coogan Jensen Wong talked about the quarter that NVIDIA just had. 6 times in the scene
Google I/O, Fertility Decline, Spotify Logo Drama | Diet TBPN
- ▶ 19:43 unnamed speaker But, uh, one, one more thing out of IO that we forgot to cover, uh, Google's new synth ID framework that 11 Labs, OpenAI, and NVIDIA are joining forces.
Musk Loses OpenAI Case, Leopold’s 13F, Data Center Backlash | Diet TBPN
- ▶ 6:45 unnamed speaker The Nvidia trade for a while became like crushingly obvious, and then it grew so much that that was not one of his early positions. 4 times in the scene
SpaceX IPO Date, ChatGPT x Personal Finance, Sanders & AOC vs. Data Centers | Diet TBPN
- ▶ 10:04 Rahul Sonwalkar You, you see NVIDIA investing in a lot of Neo clouds that go buy their GPUs. 2 times in the scene
- ▶ 29:04 John Coogan Uh, powered by an iconic, 1080 CV, sounds like an NVIDIA graphics card, uh, naturally aspirated V-twelve.
Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN
- ▶ 10:23 unnamed speaker We've heard about the NVL 72 racks that wire a whole bunch of Nvidia chips together can serve these really large models. 4 times in the scene
- ▶ 10:23 unnamed speaker We've heard about the NVL 72 racks that wire a whole bunch of Nvidia chips together can serve these really large models. 2 times in the scene
- ▶ 20:23 unnamed speaker Uh, there is some news, which we will cover later, uh, in the week around, uh, the dynamics around H-
- ▶ 20:28 unnamed speaker 100 sales, uh, and Blackwells, what's actually happening.
Trump-Xi Summit, Space Data Center Debate, Inflation Up | Diet TBPN
- ▶ 0:34 unnamed speaker So we got Elon Musk from Tesla, Tim Cook from Apple, Jensen from Nvidia, Kelly Ortberg from Boeing. 4 times in the scene
- ▶ 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.
Altman’s Testimony, AI SPV Drama, Ebay Rejects $GME Bid | Diet TBPN
- ▶ 25:40 unnamed speaker You're wearing a whole jet pack full of batteries to power the H 100 in the back.
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN
- ▶ 3:39 unnamed speaker Elon Musk, Nvidia Chief Jensen Wong, ah, ah, to try and convince them to get into business with Intel. 5 times in the scene
- ▶ 12:29 unnamed speaker It's like, in, in some ways, it's like, AI is, NVIDIA earnings is holding up the global economy, and it's holding up the global stock market.
Sam vs Elon Trial, Coinbase Cuts 14% in AI Pivot, Digesting Meta Earnings | Diet TBPN
AI Profits Surge, $70B Capex Surge Raises Investor Concerns, Automated Skin Exams | Diet TBPN
- ▶ 1:09 unnamed speaker Also, like, Nvidia is never in the competition because they're always, like, two or three weeks later.
Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN
- ▶ 2:51 unnamed speaker Uh, everyone has seen cash flow from these hyperscalers to Nvidia, to power companies, to data center builders.
- ▶ 5:33 unnamed speaker Depreciation, which seems like a less of an issue than people thought it was since H 100 still seemed to be monetizing just fine, but we can go into that.
- ▶ 17:18 unnamed speaker After ChatGPT saying like, yeah, Nvidia seems like it could be important.
China Blocks Meta’s $2B Manus Deal, Meta Bets on Space-Based Solar | Diet TBPN
- ▶ 24:11 unnamed speaker Uh, you know, China approving the sale of, of Nvidia chips there. 2 times in the scene
Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN
- ▶ 1:13 unnamed speaker Uh, the AI trade has mostly been NVIDIA, NVIDIA's memory suppliers, TSMC, power equipment, cloud CapEx, and a few software names that can prove real adoption. 2 times in the scene
SpaceX-Cursor Deal, ChatGPT Images 2.0, Fake Bear Scam | Diet TBPN
- ▶ 1:24 unnamed speaker Access to compute from SpaceX's million H-one hundred equivalent Colossus supercomputer.
Marc Benioff vs. Verizon CEO Dan Schulman on AI, Blue Origin’s Latest Flight | Diet TBPN
Jensen on Dwarkesh, Cursor x XAI, Netflix Stock Sinks | Diet TBPN
- ▶ 0:00 unnamed speaker Absolutely wild podcast between NVIDIA's Jensen Wong and Dwarkesh Patel. 6 times in the scene
- ▶ 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
- ▶ 2:00 unnamed speaker In the early days, it was all about NVIDIA, and now it feels like the incentives are really high to figure, uh, other options out, and that creates a different competitive dynamic. 16 times in the scene
- ▶ 12:04 unnamed speaker He, uh, uh, Dwarkech asks about, he was kind of getting at early on the idea of like, will you be able to just like prompt your way to Nvidia chips? 2 times in the scene
- ▶ 19:47 unnamed speaker He said, I kind of appreciate that Jensen Pong seems relatively normal about non-business stuff compared to other tech founder CEO types, but then when it comes to NVIDIA's actual operations, he's a complete sicko.
Meta’s AI Comeback Moment, Claude Mythos | Diet TBPN
- ▶ 1:30 unnamed speaker He bought hundreds of thousands of H-one hundreds for improving social feed algorithms across products, and this seems like a good way to use the extras.
- ▶ 12:45 unnamed speaker Uh, he says Mythos appears to be the first class of models trained at scale on Blackwells.
- ▶ 12:50 unnamed speaker Then there will be Vera Rubens.
- ▶ 13:08 unnamed speaker Uh, yeah, there's a, there's a crazy bull case for NVIDIA in the information, uh, arguing it should be worth, what, 22 trillion dollars. 2 times in the scene
- ▶ 14:17 unnamed speaker And so, uh, key partners include Apple, Google, Microsoft, Amazon, Nvidia, JPMorgan Chase, Broadcom, the Linux Foundation, uh, Cisco, CrowdStrike, and Palo Alto Networks.
- ▶ 20:16 unnamed speaker He's, uh, it needs something like an NBL 72 to run at decent speed, and even absurd API pricing doesn't cover it.
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