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Stephen Witt

👤 Speaker
235 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

He talks to you as if you're just sat down at a coffee shop with him.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

It's amazing.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

That's extremely rare.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

It doesn't happen with CEOs in my experience.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

And I've tried to interview or have interviewed many of them.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

So his candor is just extraordinary.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

And it really helps him in business too because he is the fastest to admit if something's not working, what needs to change.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

There was no illusions, right?

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

And there's no sunk cost fallacy with Jensen.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

He's a really great critical thinker just because he's so honest and rigorous with himself.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

Now the flip side of this, it's like a Greek tragic flaw, the same thing that makes him great kind of makes it difficult for him.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

He's totally neurotic.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

I can confirm your suspicions that most CEOs are basically egomaniacs, but Jensen is not, truly.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

He truly is not.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

In fact, he's like riddled with guilt and self-doubt and this drives him, it fuels him.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

This is what makes it work for him because he's constantly assessing both Nvidia's competitive position and his own role and asking what's the thing that could make this company collapse?

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

Weirdly, almost everything Jensen does comes from a negative emotion that he has, typically fear or guilt.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

And almost every action Jensen takes is actually, or at least can be construed as a defensive action to save his company from ruin.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

It's a really unusual way of thinking.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

And I think actually his internal life is kind of hard.