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After researching Nvidia for something like 500 hours over the last two years, we flew down to Nvidia headquarters to sit down with Jensen himself. Jensen is the founder and CEO of Nvidia, the company powering this whole AI explosion.…

Nvidia Part III: The Dawn of the AI Era (2022-2023). Season 13, Episode 3. September 5, 2023. The Complete History & Strategy of Nvidia: Part 3. It’s a(nother) new era for Nvidia. We thought we’d closed the Acquired book on Nvidia back in April 2022.…

All of this work stands on the shoulders of everything NVIDIA has done, but, Ben, what is the but? Ben: It is closed source and proprietary exclusively to NVIDIA's hardware. David: That's right.…

Today we tell the first chapter of his and Nvidia’s incredible story. You’ll want to buckle up for this one! Links: Shoot to Kill. Episode sources. Carve Outs: Starting Strength. Elden Ring. Sponsors: ServiceNow. Huntress. Vanta.…

NVIDIA. , Berkshire Hathaway. , Starbucks, Spotify. , Uber, Twitter. , Atari. , Electronic Arts. , Zoom. , Mozilla. , Oaktree. , CAA. , Sequoia Capital. , and. all five Benchmark partners.…

David: NVIDIA's biggest acquisition, I think, of all time that they created a few years ago. It's a huge part of their strategy now. Chase: Yup.…

When you look at what NVIDIA has been doing with GPUs, it is totally fair to say that this 10X improvement in computing every five, six, and seven years, is absolutely still happening.…

On our NVIDIA and TSMC episodes, we explored two components of the silicon value chain: the fabless chip companies that design chips and the foundries that manufacture them.…

We cover how they’ve gone to market with both creators and enterprises, the potential for much more radical future use cases, and the company’s recent $141m strategic raise from Google, Nvidia + Salesforce and the context of the current AI fundraising landscape…

It's something like Nvidia where we actually owned it as a resilient position for a long time.…