Nvidia, every mention

13 scenes (2025), the whole family · ← back to Nvidia

mentionsepisodesper episode tap a year for its mentions

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

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▶ 24:38 Niko Bonatsos Or if you go there, have a bunch of random internships and some of my favorite, you know, social media posts that I love saying, uh, are like, uh, the NVIDIA CEOs were before NVIDIA, you know, Dennis. 2 times in the scene
▶ 2:15:00 Debargo "DD" Das You can buy a bunch of Nvidia and then sell inference, and you might be making, like, pennies on the dollar.

▶ 30:35 Nikesh Arora All the intellectual property, all the data used to build Nvidia chips or Intel chips, all proprietary AMD, all this is all proprietary data. 2 times in the scene

▶ 42:21 Aravind Srinivas 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, uh, opening price every single day.
▶ 1:14:56 Aravind Srinivas 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…
▶ 1:41:28 Aravind Srinivas Uh, NVIDIA owns a big chunk of this company.
▶ 1:44:58 Nikhil Kamath Do you have a view on NVIDIA? 13 times in the scene
▶ 1:46:40 Aravind Srinivas And, again, they're enjoying the time period before Blackwell comes to the market, and Blackwell chips are supposed to be, ah, way more efficient than H-one and risk for inference, so maybe all the things are gonna be short-lived. 2 times in the scene
▶ 1:54:09 Nikhil Kamath Because you're an investor as well, would you buy Nvidia stock today? 2 times in the scene

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