David Rosenthal: preference

Transcript context

…Anything else here? You want them to playbook? Let's move to playbook. I just wrote down in advance one that is such a big one for me. I'm biased because I tried to think about this in investing, particularly in public markets investing, but man, you really, really want to invest in whoever is selling the picks and the shovels in a gold rush. The AI, ML deep learning gold rush. Those years, oh my gosh, we should all be kicking ourselves in 2012, 2013. Maybe not 2012, but certainly 2014, 2015, into 2016. Marc Andreessen said every startup that comes in here who wants to do AI and deep learning, and they're all using NVIDIA, maybe we should have bought NVIDIA. I don't know if any one of those startups, any given one, is going to succeed, but I'm pretty sure NVIDIA was going to succeed back then. 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.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.