Acquired / episode intelligence
Speakers in the public record
Claim mix
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
25 published records
01 / belief
“I think that actually is a lesson to your point of, that won’t guarantee success by any means, but that’ll get you hanging around a tree if the apple falls.”
02 / disagreement
“What is something that you believe today that 40-year-old Jensen would’ve pushed back on and said, no, I disagree.”
03 / belief
“I’m like, oh, I think I understand how the Von Neumann computer works soup to nuts, and it’s still a miracle.”
04 / commitment
“I will say, David, I would love to have Nvidia’s full production team every episode.”
05 / observation
“First, if you want to be a data center company, building the processing chip isn’t the way to do it.”
06 / belief
“I don’t think it’s something special in Nvidia. I think that we had the courage to build a system like this.”
07 / belief
“I think Sequoia did okay. I think we probably are one of the best investments they’ve ever made.”
08 / belief
“I don’t think that ever happens. We are singular in that circumstance, I believe.”
09 / commitment
“The initial attempt was we will get the developers to build on Direct NV, then they’ll build for our chips, and then we’ll have a platform.”
10 / belief
“At that time, if we realized the pain and suffering, just how vulnerable you’re going to feel, and the challenges that you’re going to endure, the embarrassment and the shame, and the list of all the things that go wrong, I don’t think anybody would start a company.”
11 / belief
“I think so, too. It’s so disconnected from the work that we normally do, it was surprising to everybody.”
12 / belief
“Acquiring Mellanox, I think you uniquely saw that this was required to train large language models, and you were super aggressive in acquiring that company.”
13 / belief
“In my mind, at least, and it sounds like in yours, too, Nvidia is absolutely a platform company of which there are very few meaningful platform companies in the world.”
14 / observation
“I want to see it happen in digital biology, so that we can think about biology in a much higher level language, probably a large language model would be the way to make it representable.”
15 / belief
“I think from our research, it really was you being militant that every Nvidia chip will run CUDA.”
16 / evaluation
“What we’ve basically done is discovered a universal function approximator, because the dimensionality could be as high as you wanted to be.”
17 / preference
“I love this tee-up of learning but not imitating, and learning from a wide array of sources.”
18 / commitment
“The combination of those two ideas convinced me that Mellanox is absolutely the right company, because they’re the world’s leading high-performance networking company.”
19 / evaluation
“When I see these amazing companies getting built I have nothing but admiration and respect because I just know that it’s insanely hard.”
20 / evaluation
“Anyway, RIVA 128 was a reset of our company because by the time that we realized we had gone down the wrong road, Microsoft had already rolled out DirectX.”
21 / commitment
“When the time came and we realized that deep learning could be really interestingm it was natural for us to go back to the researchers, find every single AI researcher on the planet, and say how can we help you advance your work?”
22 / commitment
“The reason why we taped out a perfect chip is because we emulated the whole chip before we taped it out.”
23 / commitment
“The reason why we needed that emulator is because if you figure out how much money that we have, if we taped out a chip and we got it back from the fab and we started working on our software, by the time that we found all the bugs because we did the software, then we taped out the chip again.”
24 / prediction
“When we first got into automotive, because we believe that in the future, the car is going to be largely software.”
25 / evaluation
“RIVA 128, as I mentioned, the number of smart decisions we made, which are smart to this day, how we design chips is exactly the same to this day, because gosh nobody’s ever done it back then.”