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Brad Gerstner

πŸ‘€ Speaker
2921 total appearances

Appearances Over Time

Podcast Appearances

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

Jensen, great to be back, of course, with my partner, Clark Tang.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

You know, I can't believe it's been- Welcome to NVIDIA.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

Oh, and nice glasses.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

Those actually look really good on you.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

The problem is now everybody's going to want you to wear them all the time.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

They're going to say, where are the red glasses?

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

I can vouch for that.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

So it's been over a year since we did the last pod.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

Yeah.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

Over 40% of your revenue today is inference.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

But inference is about ready because of chain of reasoning.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

Yeah.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

Right?

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

Honestly, it's felt like you and I have had a continuation of the pod every day since then.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

In AI time, it's been about 100 years.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

I was re-watching the pod recently and the many things that we talked about that stood out.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

The one that was probably most profound for me was you pounding the table.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

that, you know, remember at the time, there was kind of a slump in terms of pre-training?

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

And people were like, oh my God.

BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

The end of pre-training.