Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
6 Sept 2023 Acquired Nvidia Part III: The Dawn of the AI Era (2022-2023)
“I don’t feel confident enough to pound the table on this, but given the nature of how the company started, how long they’ve been around, and the fact that they also have the market leading product in a totally different business in graphics, which is both consumers but also professional graphics, I think that probably does lend some brand power to them, especially when the CIO and the C-suite at McDonald’s is making a buying decision here.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 6 Sept 2023
- Publisher
- Acquired
Transcript context
…This is the, nobody gets fired for buying IBM. Nvidia is the modern IBM in the AI era. Yup. I don’t feel confident enough to pound the table on this, but given the nature of how the company started, how long they’ve been around, and the fact that they also have the market leading product in a totally different business in graphics, which is both consumers but also professional graphics, I think that probably does lend some brand power to them, especially when the CIO and the C-suite at McDonald’s is making a buying decision here. Everybody knows Nvidia. You’re saying that they carried their consumer brand into their enterprise posture.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.