Nvidia
includes NVIDIA Blackwell
10 statements across 6 episodes · 3 bullish · 3 bearish · 7 people on the record · first statement May 14, 2023 by Varun Mayya · said 54 times in 13 episodes since 2023 · across every show →
Mentions by year, the whole family
brought up most by Nikhil Kamath (19), Tanmay Bhat (10), Varun Mayya (5), Aravind Srinivas (5), Chamath Palihapitiya (3), Carl Pei (3), Niko Bonatsos (2), Nikesh Arora (2)
tap a year for its mentions
2026 4 mentions in 2 episodes 2 per episode
2025 31 mentions in 7 episodes 4 per episode
- Nikhil Kamath ft. Perplexity CEO, Aravind Srinivas | WTF Online Ep 1. · Nikhil Kamath
- Inside Silicon Valley’s VC Playbook | WTF is Venture Capital? - 2025 Edition | Ep. 24 · Nikhil Kamath
- Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
- From Ghaziabad to Silicon Valley: Nikhil Kamath x Nikesh Arora | People by WTF | Ep. 11 · Nikhil Kamath
- Elon Musk: A Different Conversation w/ Nikhil Kamath | Full Episode | People by WTF Ep. 16 · Nikhil Kamath
- Inside India’s Next Gen Startups | Nikhil Kamath ft. WTFund C2/24 Founders · Nikhil Kamath
- Ep #21 | WTF is Longevity? | Nikhil ft. Nithin Kamath, Bryan Johnson, Prashanth, Jitendra & Seema · Nikhil Kamath
- every mention in 2025, scene by scene →
2024 4 mentions in 2 episodes 2 per episode
2023 15 mentions in 2 episodes 8 per episode
Everything said about Nvidia, oldest first
May 14, 2023 bullish
May 14, 2023 bearish
Nov 27, 2024 positive
Hardware rivals struggle against NVIDIA because of its dominant software stack
“Training is dominated by NVIDIA at the moment. There's going to be other players, but they have a hard time competing because of the software stack, basically. Their hardware may be really good, but the software stack is is a challenge.”
Mar 23, 2025 positive
Aravind Srinivas: Google is the only company full-stack independent of Nvidia
“The only one who's managed to do this, I would say, is Google. They built their own chips, they built their own software around it called JAX, and then they built their own accelerated linear algebra library called XLA. And then, you know, they have their own …”
Mar 23, 2025 neutral
Aravind Srinivas: Nvidia GPUs succeeded because AI scaled through neural networks
“If AI was not neural nets, then GPUs wouldn't have mattered. But AI happened to be just basically neural nets at scale. And so all the primitives they built, all the software stack they built ended up being, like, The core foundational building blocks for neur…”
Mar 23, 2025 negative
Srinivas: Training neural networks solely on daily stock opening prices is useless
“If you're training it on the raw stock price, let's say you just have a bunch of numbers of the stock price of Nvidia opening price every single day. Sure, it's not going to be useful on its own, because there are so many other factors that influence the price…”
Mar 23, 2025
Srinivas: Perplexity built custom Nvidia runtimes and uses Cerebras chips
“A lot of the open source models that we serve ourselves with some fine tuning, ah, we, we've tried to serve it with extreme efficiency, like we wrote our own runtimes for NVIDIA chips, and we used other chips like Cerebras, and that helps us to, like, make the…”
Apr 26, 2025 neutral
Jun 28, 2025 neutral
Arora: Private Enterprise Domains Hold 10x More Data Than the Public Web
“I think there's 10 times more information in private domains, which is not available in the public domain. All the drug discovery data, which is sitting in every drug company that has made any drug in the past, it's all proprietary data, right? All the intelle…”