Jason Calacanis
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Appearances Over Time
Podcast Appearances
There's a bunch of weight that you put on it when it's in a data center that you don't need in space.
And you also have to reinforce it for the journey to space because these things are going to shake and break apart.
The data center ones are not made to have that many G's put on them.
So you're going to need an industrial strength one that gets to space that has a different profile.
Yeah, Gavin?
One of their specialities.
All right, let's do NVIDIA and then the market recap, since we have you here, Gavin, and since Freeburg, you wanted to get in on that.
NVIDIA blew out its earnings again.
Q1 performance is just mind-boggling.
$81.6 billion in revenue, up 85% year-over-year, 20% quarter-of-a-quarter.
High growth in the stock market for those people who don't participate.
20% would be a high-growth company.
year over year.
They did that quarter over quarter, 58 billion of net income and 48 billion in free cash flow.
They're doing all this at 75% gross margins.
They're growing massively, and they're obviously the most valuable company in the world at a $5.3 trillion market cap.
Stock's up but 16% this year with all that growth.
That's a magnitude of that 16%.
And they've announced another $80 billion in additional buybacks on top of the $100 billion in buybacks they did at the start of 2023.
So they're buying back about 4% of the company.