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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

You just didn't go there with money.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

And every AI scientist I worked to for that time was like, yeah, I just kind of figured I would do what all AI people did, which was like deliberately earn less money for the rest of my life so that I could work on the thing I was actually interested in and I'd be a research academic.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

The guys who really invented the modern neural net had so little money that they actually had to pool their housing stipend together to buy two Nvidia gaming boards to train the first neural network.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

And that's the first really kind of like modern neural network.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

So that's where this stuff comes from.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

Jensen was serving this market segment that was so small that it was essentially invisible, right?

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

He's making these gaming cards, okay?

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

The original use is to speed up your frame rate in Quake or in Halo.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

And the reason you do that is that if you're shooting at the guy, you want a few more frames per second so you can get a better bead on him.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

That's the technology that powers all of society now.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

That's serious, that's why they did it.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

But this cutting edge use case had a lot of other applications.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

And one of them was kind of scientific computing or what we call supercomputing, right?

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

Now Jensen basically shipped all these cards with a second program on it where you'd flip the switch and turn your gaming board into a low budget supercomputer.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

So who is that for?

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

Well, it's not for an established research scientist, right?

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

Those guys can afford time on a conventional supercomputer.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

It's for a scientist whose research is out of favor from marginalized scientists, right, with no funding.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

It's for a mad scientist.

Motley Fool Hidden Gems Investing
Nvidia’s Next Big Market

And that's what these guys were.