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Start free triala16z's David George interviews Gavin Baker on the state of the AI boom and the argument that demand for intelligence is currently outstripping compute supply. They analyze Nvidia’s pivotal role at the center of the AI supply chain and examine whether the company and other ecosystem players can capture significant value as AI adoption scales. The discussion also explores the economics of infrastructure buildout, the debate between an AI bubble versus a shortage, the rise of multi-model architectures, and the potential for the AI buildout to contribute to the reindustrialization of America.
Carl Quintanilla, Jim Cramer, and David Faber analyze Nvidia's strong Q2 earnings and bullish sales outlook, featuring insights from CEO Jensen Huang. The episode also highlights Salesforce’s Q2 performance and partnership with Anthropic, alongside broader market commentary on CrowdStrike, retail stocks, and upcoming economic signals from Fed Chairman Warsh.
This episode examines Nvidia's strategic evolution from a gaming graphics-card manufacturer to a dominant general-purpose compute platform. The discussion focuses on the critical role of the CUDA software stack and the creation of a developer ecosystem in establishing the company's competitive moat.
Nvidia founder and CEO Jensen Huang discusses the company's history, the 1999 invention of the GPU, and its foundational role in the development of accelerated computing.
Nvidia CEO Jensen Huang joins host Tom Bilyeu to discuss the AI revolution, the evolution of data centers into artificial brains, and the associated risks and rewards of large-scale AI financing.
Stephen Witt, author of the FT Business Book of the Year The Thinking Machine, discusses his biography of Nvidia founder Jensen Huang. The conversation explores the forces reshaping technology and the global economy, including the current AI investment cycle, the impact of AI on work and wealth, the future of humanoid robots, and how industry leadership is evolving.
CNBC's Becky Quick interviews Nvidia CEO Jensen Huang alongside leaders from Goldman Sachs, BlackRock, Blackstone, Apollo, Brookfield, and KKR regarding a new $500 billion initiative to fund AI infrastructure projects.
This episode explores the evolution of Nvidia from a gaming chip manufacturer into an AI powerhouse under the leadership of founder Jensen Huang, examining his strategy regarding silicon supply, platform development, and capital allocation.
Gavin Baker, founding partner and CIO of Atreides Management, discusses the divergence between public AI market sentiment and the ongoing build-out in Silicon Valley. Baker analyzes the AI hardware landscape, including contracted versus spot GPU pricing, memory supply agreements, and the impact of inference clouds. The conversation covers Nvidia’s valuation metrics, its credit wrapper and revenue share models, and the risks posed by China’s DUV machine constraints, concluding with an outlook on SpaceX and orbital compute.
Nvidia CEO Jensen Huang examines why all industries face reinvention, arguing that effective leaders must approach this necessity as an ongoing discipline rather than a one-time response to a crisis.
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