Ben Gilbert: belief

Transcript context

…Yeah, they're attacking the Cray market, like Cray supercomputers, that kind of stuff. A great company, but that's no NVIDIA today. They were dominating the market. Yeah, it's scientific research, computing, it's drug discovery. It's probably a lot of this work. They're thinking, oh, maybe we can get into more professional Hollywood, architecture, and other professional graphics domains. You sum all that stuff up and maybe you get to a couple of billion-dollar market, maybe total market. Not enough to justify the time and the cost of what you're going to have to build out to go after this to any rational person. Here we come, Jensen and NVIDIA, they are doing this, he is committed, he's drunk the Kool-Aid. In 2006, 2007, and 2008, they poured a lot of resources into building what would become CUDA, which we'll get to in a second. It is already CUDA at this point in time. I think Jensen's psychology here is sort of twofold. One is that he is enamored with this market. He loves the idea that they can develop hardware to accelerate specific use cases in computing that he finds sort of fanciful and he likes the idea of making it more possible to do more things for humanity with computers. The other part of it is certainly a business model realization where he has spent the last (at this point) 13, 14 years being commoditized in all these different ways. I think he sees a path here to durable differentiation where he's like, whoa. To own the platform.…

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