Evidence receipt / belief
Published · transcript-backedBen Gilbert: belief
19 Dec 2022 Acquired Holiday Special 2022
“Maybe I'm forgetting the story in its entirety, but I think there was a bet the company made around programmable shaders, and then a third one around the like seven year investment before the market was there in AI and Cuda and building their own developer ecosystem.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 19 Dec 2022
- Publisher
- Acquired
- Episode
- Holiday Special 2022
Transcript context
…Dude, we did NVIDIA this year. We did a lot this year. I'm trying to think which of our Silicon episodes I feel the strongest about in terms of enlightening me about the way the world works. I think it's first TSMC, but I think that the most interesting thing about the NVIDIA story is Jensen bet the company three separate times and truly bet the company like if this initiative fails, it will go to zero, and it worked three separate times. The first time is when they shipped the card in whatever it was, nine months instead of two years, and they designed the whole thing in emulation, never tested it and shipped it to customers, and it worked. I mean, it worked enough. Maybe I'm forgetting the story in its entirety, but I think there was a bet the company made around programmable shaders, and then a third one around the like seven year investment before the market was there in AI and Cuda and building their own developer ecosystem. Obviously OpenAI existed. I'm trying to remember if DALI was out at the time when we did the NVIDIA episodes.…
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