Nvidia, every mention
143 scenes (said by John Coogan), the whole family · ← back to Nvidia
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.
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
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
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
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.
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 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
SpaceX IPO Date, ChatGPT x Personal Finance, Sanders & AOC vs. Data Centers | Diet TBPN
- ▶ 29:04 John Coogan Uh, powered by an iconic, 1080 CV, sounds like an NVIDIA graphics card, uh, naturally aspirated V-twelve.
SpaceX’s Lunar Mass Driver, OpenAI Hires Meta’s Top Ad Exec, Zuck Builds CEO Agent | Diet TBPN
- ▶ 6:26 John Coogan Limit those, especially if they're packaged by Nvidia, an American company.
Elon's Moon Mass Driver: Here's How He'll Do It
- ▶ 7:08 John Coogan To ASML, to TSMC, and so we do have the ability to pull levers and strings to sort of limit those, especially if they're packaged by NVIDIA, an American company.
Samsung’s $70B Chip Bet, Apple Doing Nothing But Winning AI, Bezos’ New Fund | Diet TBPN
- ▶ 1:24 John Coogan Semiconductors still make up 30 to 40% of their business and they supply HBM to NVIDIA for the H-one hundred and Blackwell systems. 3 times in the scene
- ▶ 1:24 John Coogan Semiconductors still make up 30 to 40% of their business and they supply HBM to NVIDIA for the H-one hundred and Blackwell systems. 2 times in the scene
Tall Poppy Syndrome, Bytedance Gets Blackwell Chips, WSJ Mansion Section | Diet TBPN
- ▶ 19:19 John Coogan Uh, China's ByteDance got access to the top Nvidia AI chips.
- ▶ 19:42 John Coogan Cloud on plans to use some 500 Blackwell computing systems totaling around 36,000 B-two hundred chips. 2 times in the scene
Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
- ▶ 3:00 John Coogan 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. 8 times in the scene
- ▶ 12:09 John Coogan Meta, Microsoft, Apple, Google, Amazon, et cetera, Nvidia.
- ▶ 21:47 John Coogan They have Huawei, which is the Nvidia, uh, equivalent.
Anthropic v. DoW, Paramount wins WB, OpenAI raises $100B | Diet TBPN
- ▶ 14:24 John Coogan It seems like absolutely yes, and so 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, uh, with Anthropic whatsoever, and that's not true,…
FULL BREAKDOWN: Trump BANS Anthropic
- ▶ 17:42 John Coogan There was, there was a, 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.
Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
- ▶ 0:02 John Coogan First, we will tell you about Nvidia earnings. 10 times in the scene
- ▶ 6:02 John Coogan And so, you know, demand for NVIDIA should be even higher. 8 times in the scene
- ▶ 10:57 John Coogan Nvidia stock is falling because it needed to clear an options wall of 200 dollars a share.
- ▶ 14:00 John Coogan And three, NVIDIA announces earnings of 100 trillion dollars, beating expectations by a thousand X. 2 times in the scene
Big Tech to Pay for Power, Anthropic Abandons Safety, the Adoption Paradox | Diet TBPN
- ▶ 14:34 John Coogan Happy Nvidia day to all who celebrate except the bears. 2 times in the scene
Why My Article Just Tanked the Market
- ▶ 19:14 John Coogan Uh, do you think that there's any, uh, there's this question about, like, in my mind, like, yes, Google and NVIDIA are public, but, uh, Anthropic, OpenAI, and, uh, XAI through SpaceX are not public.
FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race
- ▶ 22:59 John Coogan Even if they are signaling to the market, we're going to be hearing like, well, we wanted to buy this many Nvidia chips, but we couldn't get them. 4 times in the scene
Anthropic-OpenAI war, Walmart hits $1T, Gas Town & Vibecoding | Diet TBPN
- ▶ 21:26 John Coogan Amazon, Nvidia, uh, Meta, Microsoft.
Kevin Warsh as Fed Chair, Google targets Chinese Cyber Weapon, WSJ Mansion Section | Diet TBPN
- ▶ 17:13 John Coogan Gold lost an entire Nvidia market cap in minutes.
Capital One Acquires Brex for $5B, Davos’s $500M business, Apple’s Siri rebuild | Diet TBPN
- ▶ 7:57 John Coogan and yeah, please define my market as also including CPU and also including ASICs and also including like everything else that could possibly compete with NVIDIA.
- ▶ 21:41 John Coogan Is it all going to accrue to Nvidia?
Kling AI reaches 12M MAU, China's aging tech worker crisis, drama at ThinkingMachine | Diet TBPN
- ▶ 6:05 John Coogan Will they be able to get those chips because there's still this big debate over how many NVIDIA GPUs should be able to be sent over to China?
Davos Reactions, Waymo in the News, WB & Netflix Strike All Cash Deal | Diet TBPN
- ▶ 2:13 John Coogan He calls out Trump's policy around Nvidia and China.
Siri needs an App, OpenAI Acquires health startup Torch, Claude Cowork reactions | Diet TBPN
- ▶ 30:08 John Coogan All of that is, uh, just very, very complicated, but there's really good news because now you can book a hotel on the moon, a new startup backed by Nvidia and Y Combinator is planning to develop the first hotel on the moon by 2032.
Disney Partners with OpenAI, Breaking Down SpaceX’s IPO Plans, Oracle Slips | Diet TBPN
- ▶ 0:42 John Coogan I mean, in terms of companies that should benefit from the space economy, like, is this not the Nvidia of space?
- ▶ 12:22 John Coogan They gotta buy them from somewhere, and if they're buying them from Nvidia, those are expensive, and you gotta buy a lot of them, and for, to make a dent in, like, let's assume all the physics works.
Nvidia’s China Shift, Meta AI Drama, Paramount's Pitch | Diet TBPN
- ▶ 0:01 John Coogan Nvidia can sell H 200 to China. 8 times in the scene
- ▶ 6:15 John Coogan Basically, they bought a ton of NVIDIA GPUs 8 times in the scene
- ▶ 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.
- ▶ 10:11 John Coogan There's a lot of debate over this particular deal, the decision to sell H 200 to China for 25% tax.
The World’s Fastest Growing Defense Company, OpenAI’s Code Red, Google Strikes Back | Diet TBPN
- ▶ 19:28 John Coogan We should read through, uh, Ben Thompson's latest piece because he's provided a lot more context on Google, NVIDIA, and OpenAI with a post called Google, NVIDIA, and OpenAI.
- ▶ 20:19 John Coogan The heroes of the AI story over the last three years have been two companies, OpenAI and NVIDIA. 4 times in the scene
The State of AI: A Field Trip to TBPN’s Aura Farm + Today’s Top Tech Stories | Diet TBPN
- ▶ 19:51 John Coogan The chip CEO staring down Nvidia and talk of an AI bubble, uh, at a board meeting in late, 20, 22, Lisa Su, chief executive of chip designer, AMD announced that she was radically changing course.
- ▶ 24:53 John Coogan By not selling TPUs, Google allows NVIDIA to maintain high GPU pricing, which in turn props up price of inference.
Cloudflare Outage, iMessages in Gemini 3, 𝕏 Reactions to Gemini 3 | Diet TBPN
- ▶ 7:58 John Coogan No mention of Nvidia chips. 5 times in the scene
- ▶ 10:39 John Coogan An announcement that the NVIDIA earnings call will be tonight at five p.m. 6 times in the scene
- ▶ 23:28 John Coogan Brookfield today announced the launch of a one hundred billion dollar global AI infrastructure program in partnership with NVIDIA and the Kuwait Investment Authority.
- ▶ 27:08 John Coogan Nvidia beat earnings. 2 times in the scene
OpenAI Requesting Federal Backstop? | Diet TBPN
- ▶ 12:45 John Coogan The China will win AI race with America, says NVIDIA chief.
- ▶ 18:13 John Coogan So a huge amount of the money being spent on AI has gone to GPUs, particularly Nvidia, rocketing the fabulous design company to a nearly five trillion dollar valuation and the title of most valuable company in the world.
Alexis Ohanian on TikTok's Frozen Innovation, Gaming Reddit & Sports vs AI
- ▶ 30:58 John Coogan I mean, super underrated that OpenAI has a deal with, you know, everyone talking about Broadcom, NVIDIA, Oracle.
Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI
- ▶ 3:48 John Coogan We got Nvidia investing a hundred million dollars in open AI. 3 times in the scene
Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
- ▶ 28:28 John Coogan Like, it's like, what, what does he know about Nvidia? 4 times in the scene
- ▶ 1:45:27 John Coogan I think it's better than NVIDIA.
How LABUBU made BILLIONS
- ▶ 11:32 John Coogan It's, uh, I think it's better than NVIDIA.
- ▶ 28:43 John Coogan It's outperforming Nvidia, I believe. 2 times in the scene
Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot
- ▶ 1:20:06 John Coogan You need better guests to talk about China and chips, not just Nvidia partners who are regurgitating Nvidia's talking points.
- ▶ 1:50:50 John Coogan It seems like Invidia has the most power, then the Foundation, Model Labs, maybe then the application layer.
Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
- ▶ 4:42 John Coogan And I think if you have a whole bunch of data in some sort of on-prem, you know, you have a data center for all of your data in a bunch of hard drives and you have CPUs that can do the, do different workloads and data workloads, and maybe… 2 times in the scene
Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
- ▶ 1:19:07 John Coogan 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…
- ▶ 1:20:04 John Coogan Yeah, so the other hyperscalers are working on ASICs that are alternative to NVIDIA GPUs, but they all seem to be following the similar path, trying to get line time at TSMC, not fully at scale. 6 times in the scene
- ▶ 1:31:49 John Coogan NVIDIA 2 times in the scene
- ▶ 1:33:13 John Coogan In the most aggressive AI chip market, where we're not just competing with NVIDIA, but also the TPU from Google, all the upstarts, Grok, Cerebras, all these different companies. 2 times in the scene
- ▶ 1:45:51 John Coogan Um, and these will compete with NVIDIA's Blackwell's, and then the next generation, uh, Blackwell's successor. 2 times in the scene
Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf
- ▶ 2:13:05 John Coogan Are you excited about any other companies building chip related stuff in that next NVIDIA category? 2 times in the scene
Apple Considers New AI partnership
- ▶ 0:39 John Coogan So, I mean, I don't know if Apple's cloud infrastructure has a lot of age 200 and is ready.
Weekly Recap: Apple WWDC, Andrew Huberman, YC Demo Day, Intern Phone Assembly, $14B Meta x Scale
- ▶ 41:55 John Coogan You got to burn up the H 200 to get the really good stuff, but, um, you know, it's like mid midwit, midwit intelligence on, uh, too cheap to meter.
- ▶ 2:49:58 John Coogan It's about, okay, how can you actually marshal the capital and, and the will to build the hyperscale data center to actually go and get Jensen to fork over a 100,000 H 200 on, on schedule.
Weekly Recap - Elon Vs Trump, Ukraine's Drone Attack, Cluely Update & OpenAI CRO
- ▶ 1:03:58 John Coogan Uh, we heard from Nvidia earnings that, uh, that we didn't get a ton of guidance on the shift from, uh, training to inference usage of Nvidia GPUs, but it feels like it must be coming. 2 times in the scene
- ▶ 1:14:23 John Coogan What I mean is, uh, as I remember it, the AlphaGo training run was not a hundred K H 200.
- ▶ 1:30:53 John Coogan 10 K H 200 or a hundred K like, are we going to throw the same resources at it?
The New Era of Defense Manufacturing | Edward Mehr on TBPN
- ▶ 6:34 John Coogan Can you talk a little bit about the N, uh, the NVIDIA announcement today? 6 times in the scene
David Senra on Nvidia, Jensen Huang, and Being a Great Founder.
- ▶ 0:02 John Coogan Gonna ask him about NVIDIA.
- ▶ 22:30 John Coogan Announcements at NVIDIA GTC, and I wanted to know where do you see gaps between Jensen's archetype as a founder from maybe the other Magnificent Seven founders, the Steve Jobs of the world, the Zuck of the world, whoever else you've,…
Packy McCormick Breaks Down Ramp's New $13B Valuation and Where He's Investing Right Now.
- ▶ 3:17 John Coogan I hope you, I hope you put some in Nvidia stock because you got nothing now.
How Does GROK Compare? (Full Analysis)
- ▶ 5:53 John Coogan It's both a testament to Elon Musk and his team, Jess Gask, Jensen, CEO, uh, uh, CEO of Nvidia, Jensen Wong.
- ▶ 12:11 John Coogan SSI is also, I would imagine a big NVIDIA customer.
- ▶ 14:37 John Coogan Intelligence is, is so valuable and, 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…
- ▶ 23:01 John Coogan Yeah.
- ▶ 24:57 John Coogan Uh, the next training cluster will go from a quarter gigawatt to 1.2 gigawatts using GB 200 from Nvidia.
The BEST Super Bowl Commercial (Saquon Barkley)
- ▶ 37:22 John Coogan Another trillion to one, another trillion to NVIDIA.
DeepSeek Update, Market Crash, Timeline in Turmoil, Is VC Cooked, Zero Cope Policy
- ▶ 0:58 John Coogan Um, I wanted to go through the short case for Nvidia stock by Jeffrey Emanuel. 6 times in the scene
- ▶ 9:17 John Coogan So you see this massive GPT for, five hundred million dollar training run, huge data center, tons of networked and video chips altogether.
- ▶ 9:59 John Coogan Like you do need eight a 100 tied together and it needs to load the whole model into what's called VRAM.
- ▶ 26:43 John Coogan So, uh, and you can think about NVIDIA's moat as basically four different components. 18 times in the scene
- ▶ 37:52 John Coogan Nvidia is that if you can bake down this model to a point where, yeah, actually it's so simple that we can get it to run on AMD, people will. 2 times in the scene
- ▶ 1:07:17 John Coogan Uh, Sheil says over one third of Nvidia sales go to China, probably forty billion last year. 5 times in the scene
- ▶ 1:18:38 John Coogan NVIDIA is screwed. 5 times in the scene
- ▶ 1:30:38 John Coogan He peered over the brim of his glasses and said, with an air of condescension, any fool can see the deep seek is bad for Nvidia, perhaps mused his adversary. 2 times in the scene
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