Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
20 Apr 2022 Acquired Nvidia Part II: The Machine Learning Company (2006-2022)
“We just did this in our most recent episode with Hamilton and Chenyi. NVIDIA is a platform in my mind, no doubt about it.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 20 Apr 2022
- Publisher
- Acquired
Transcript context
…Totally not, but I think there's a reputation around it. The other thing they demanded is (2) NVIDIA open source all of its drivers and make available source code. I don't think it was for CUDA. I think it was just the drivers, but it was very clear that we want you to open your trade secrets so that other people can build similar things. That, to me, is illustrative of the incredible value and pricing power that NVIDIA gets by owning not only the driver stack, but all of CUDA and how tightly coupled their hardware and software is. We just did this in our most recent episode with Hamilton and Chenyi. NVIDIA is a platform in my mind, no doubt about it. CUDA, NVIDIA, and general purpose computing on GPUs as a platform. All of the slew of powers that go into making that, they go into making Apple, Microsoft, and the like go into NVIDIA. Yup. I think the stew of power is the right way to phrase that.…
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