David Rosenthal: belief

Transcript context

…Yeah, it's such a good point. I'm kicking myself. One I have is being willing to expand your mission. It's funny how Jensen, in the early days, would talk about to enable graphics to be a storytelling medium. Of course, this led to the invention of the Pixel Shader and the idea that everybody can tell their own visual story their own way, in a social networked real time way. Very cool. Now it's much more that wherever there is a CPU, there is an opportunity to accelerate that CPU. NVIDIA will bring accelerated computing to everyone, and we will make all the best hardware, software, and services solutions to make it so that any computing workload runs in the most efficient way possible through accelerated computing. That's pretty different from enabling graphics as a storytelling medium. Also, they need to sell a pretty big story around the TAM that they're going after. I think there's also something to the whole NVIDIA story across the whole arc of the company. It's sort of a trade cliche thing at this point in startup land, but so few companies and founders can actually do it, just not dying. They should have died at least four separate times and they didn't. Part of that was brilliant strategy, part of that was things going their way. But I think a large part of it too was just the company in Jensen, particularly in these most recent chapters where they're already a public company, just being like, yeah, I'm willing to just sit here and endure this pain. I have confidence that we will figure it out. The market will come, I'm not going to declare game over One that I have is we mentioned at the top of the show, but the scale of everything involved in machine learning at this point and anything semiconductors is kind of unfathomable. You and I mentioned falling down the YouTube rabbit hole with that Asianometry channel. I was watching a bunch of stuff on how they make the silicon wafers. My God, floor planning is just an unbelievable exercise at this point in history, especially with the way that they overlay different designs on top of each other on different layers of the chip.…

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