Speakers in the public record
Claim mix
belief 32evaluation 10commitment 5uncertainty 4observation 3prediction 1preference 1
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
The useful parts, with receipts.
56 published records
“The way that they did it, and what completely changed the fortunes of the Internet of Google, of Facebook, and certainly of Nvidia, was they actually used old algorithms, a branch of computer science and artificial intelligence called neural networks, specifically convolutional neural networks, which had been around since the 60s.”
- Publisher
- Acquired
“Thinking about this more, I think actually brand is a really important power for Nvidia right now.”
- Publisher
- Acquired
“Then I believe also in September of 2022 last year, the Biden administration announced pretty sweeping regulations and bans on sales of advanced computing infrastructure.”
- Publisher
- Acquired
“The number of people who were out raising a fund and they’re like, the future is AI. This is the best time ever to be investing.”
- Publisher
- Acquired
“I think two things here. One, I really do believe what we were talking about a minute ago that Nvidia is not just a hardware company, they’re not just a chips company.”
- Publisher
- Acquired
“I suspect a lot of inference will get done on the Edge. You think about the insane amount of compute that’s walking around in our pockets that is not fully leveraged right now.”
- Publisher
- Acquired
“I think the company is an extension of Jensen’s thoughts, will, drive, and belief about the future, and that’s what happens.”
- Publisher
- Acquired
“We’re definitely at a place right now that I think is temporary due to the supply shortage of the world’s enterprises, and in some cases even governments.”
- Publisher
- Acquired
“I suspect that a lot of the inner competitive drive and motivation for Jensen and the company over the past 10–15 years here has been to really fight against Intel.”
- Publisher
- Acquired
“I think the bottom line here is it’s nearly impossible to compete with them head-on, and if anybody’s going to unseat Nvidia in the future of AI and accelerated computing, it’s either going to be from some unknown flank attack that they don’t see or the future will turn out to just not be accelerated computing in AI, which seems very unlikely.”
- Publisher
- Acquired
“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.”
- Publisher
- Acquired
“I don’t know if there is or isn’t a Jensen and Lori Huang Foundation, but if there is, he’s not spending his time on it.”
- Publisher
- Acquired
“I think, again, we didn’t talk to Colette, Nvidia’s CFO, about this, but I strongly suspect if I were them I would be happy to trade some of this growth margin right now for increased throughput on sales.”
- Publisher
- Acquired
“Honestly, Through doing this, talking to some folks, and reading, I think there’s a very compelling use case for it for writing code right now.”
- Publisher
- Acquired
“I think that probably does create some shifting sands that the cloud market is going to have to navigate.”
- Publisher
- Acquired
“For most companies, I would say that if they were trading at this very high multiple and they just experienced this tremendous real growth in revenue and operating profit, that spike to the system when it goes away will irreparably harm the company.”
- Publisher
- Acquired
“If you want to be notified every time we drop a new episode and you want to make sure you don’t miss it, and you want little hints to play a guessing game at our next episode, or you want follow ups from our previous episode in case we learn from listeners, hey, here’s a little piece of information that we wanted to pass along. We will exclusively be dropping those in the email, acquired.”
- Publisher
- Acquired
“Is that Nvidia isn’t Intel, and I think that’s the biggest realization that you helped me have.”
- Publisher
- Acquired
“I think the subpoint to that that’s worth the discussion right now is like, okay, generative AI.”
- Publisher
- Acquired
“Nvidia and Jensen put a flag in the ground several years ago where they said, we are going to rearchitect the data center, and all the existing data center hardware and compute providers had strong incentives not to do that.”
- Publisher
- Acquired
“I think what you’re saying is one could be a bear on your own experience. Every time you try to use a generative AI application, it doesn’t fit into your workflow.”
- Publisher
- Acquired
“I think we picked a great one, Moana, which neither Jenny nor I had seen before.”
- Publisher
- Acquired
“Then I think there’s the slightly more speculative stuff, but you can actually see it now, of like that gaming demo that I mentioned recently from Nvidia, of like, oh you’re talking to a non playable character that wasn’t scripted.”
- Publisher
- Acquired
“You just illustrated (I think) bear case number one, which is literally everybody else in the technology ecosystem is now aligned and incentivized to say, I want to take a piece of Nvidia’s pie.”
- Publisher
- Acquired
“I think the argument here would just be Nvidia’s culture and their six month shipping cycle that, clearly they had in the past and they didn’t have for a while and now they have again, I don’t know.”
- Publisher
- Acquired
“There’s this idea that the very structure of language and the way to interpret knowledge is actually embedded in the training data itself rather than requiring labeling.”
- Publisher
- Acquired
“To quote an amazing Wired article from the time by Cade Metz that we will link to in our sources, “The trouble was, so many of the people most qualified to solve all these AI problems were already working for Google and Facebook, and no one at the dinner was quite sure that these thinkers could be lured to a new startup, even if Musk and Altman were behind it.”
- Publisher
- Acquired
“I think for me at least, again just speaking personally, too, I had a very strong element of skepticism initially because the timing was just too perfect.”
- Publisher
- Acquired
“Just give me the chip and I will integrate it the way that I want to integrate it.”
- Publisher
- Acquired
“We’ll spend a while here now talking about what we think about this, but this is very different.”
- Publisher
- Acquired
“I think when you talk to folks there, and frankly when we did talk to folks there, they don’t describe it this way.”
- Publisher
- Acquired
“Is that possible? I think we were both like, yeah, I don’t know. Let’s end the episode.”
- Publisher
- Acquired
“I don’t know what they were doing in the company, but it made sense to start one.”
- Publisher
- Acquired
“I think the analogy here is you’re saving everyone from needing to make the full PSD every time because you can just use the JPEG the vast, vast majority of the time.”
- Publisher
- Acquired
“I think there’s (let’s call it) $3 billion because that’s the most credible estimate that I’ve heard; maybe that was a forecast for next year.”
- Publisher
- Acquired
“The way that they calculated this was that they were going to serve customers who provided $100 trillion worth of industry, and they were going to capture just 1% of it. And there was some stuff on the slide that was fairly speculative, like autonomous vehicles, the omniverse, and I think robotics were a big part of it.”
- Publisher
- Acquired
“Nvidia does have (I think) six data centers, but that I don’t believe is what they’re actually using to back DGX cloud.”
- Publisher
- Acquired
“Then the fourth and final line of code in our example is we are going to take that five that has just been computed and is currently held temporarily in a register on the CPU, and we are going to write that back to an address in memory.”
- Publisher
- Acquired
“The third layer of the problem is this sucks for the world, that all these people are locked up in Google and Facebook.”
- Publisher
- Acquired
“I think the error rate went from mislabeling images 25% of the time to suddenly only mislabeling them 15% of the time.”
- Publisher
- Acquired
“I think there are three levels of concern here. One obviously is the other tech companies.”
- Publisher
- Acquired
“There are these little workloads here and there that will toss you Jensen, that we think can be accelerated by your cool GPUs.”
- Publisher
- Acquired
“Nvidia thinks of themselves as, and I believe is, a platform company, especially this week after the blowout earnings, everything that happened this quarter, the stock and whatnot.”
- Publisher
- Acquired
“I would argue that a lot of things that could happen in an accelerated way aren’t just because it’s harder to develop for.”
- Publisher
- Acquired
“The combination of these three things is (I think) the most perfect example we’ve ever covered on this show of the old saying about luck being what happens when preparation meets opportunity for Nvidia here.”
- Publisher
- Acquired
“You can upload your data. Everything is just really WYSIWYG is probably the way to describe it.”
- Publisher
- Acquired
“I think what he’s saying is that AI compute will be added onto everything and the amount of compute required for doing that will dwarf what’s happening in general-purpose compute.”
- Publisher
- Acquired
“Still basically there, including forcing myself to try to use it a bunch in preparation for this episode. But also as we talk to more people, I think I’ve realized that David Rosenthal’s use case doesn’t really matter here at all because as a business, we are such a hyper specialized, unique little unicorn thing, where accuracy and the depth of the work and thought that we ourselves put into episodes is the paramount thing.”
- Publisher
- Acquired
“Sometimes, the cloud providers have to offer me an A100 or an H100 because my code is way too complicated to ever re-architect for whatever accelerated computing devices they’re offering me that’s first party and cheaper for them.”
- Publisher
- Acquired
“While Nvidia’s chips are typically ahead, it really doesn’t matter on a chip-to-chip comparison.”
- Publisher
- Acquired
“I think Nvidia totally gets this because part of this, as I was alluding to is Covid-related, but we talked way back in part I about how Nvidia ended up to save the company moving to a six month shipping cycle for their graphics cards when their competitors were on a one- to two-year shipping cycle, that persisted for several years, and then they relaxed back to a annual shipping cycle.”
- Publisher
- Acquired
“” I think that’s his way of saying, customers need to use us in a bunch of different ways, so we need to be flexible on that.”
- Publisher
- Acquired
“I think he means everyone can become a programmer, but the programming language is English.”
- Publisher
- Acquired
“I think in the current state of things, it’s even more favorable to Nvidia than iOS versus Android, because Nvidia has had first dozens and then hundreds and now thousands of engineers working on CUDA for 16 years.”
- Publisher
- Acquired
“I don’t know if you have to use the TensorFlow framework, which has been waning in popularity relative to PyTorch, but it’s certainly not an industry standard to use TPUs the way that it is to use Nvidia’s hardware.”
- Publisher
- Acquired
“I don’t think there’s anything that Nvidia does where there’s another company that’s actively choosing not to do that, because any company would want to be Nvidia right now.”
- Publisher
- Acquired