Acquired

Nvidia Part III: The Dawn of the AI Era (2022-2023)

05 Sep 2023

2h 53m

60780 words

3 speakers

05 Sep 2023

Audio

Description

It’s a(nother) new era for Nvidia.We thought we’d closed the Acquired book on Nvidia back in April 2022. The story was all wrapped up: Jensen & crew had set out on an amazing journey to accelerate the world’s computing workloads. Along the way they’d discovered a wondrous opportunity (machine learning powered social media feed recommendations). They forged incredible Power in the CUDA platform, and used it to triumph over seemingly insurmountable adversity — the stock market penalty-box.But, it turned out that was only the precursor to an even wilder journey. Over the past 18 months Nvidia has weathered one of the steepest stock crashes in history ($500B+ market cap wiped away peak-to-trough!). And, it has of course also experienced an even more fantastical rise — becoming the platform that’s powering the emergence of perhaps a new form of intelligence itself… and in the process becoming a trillion-dollar company.Today we tell another chapter in the amazing Nvidia saga: the dawn of the AI era. Tune in!Links:Asianometry on AI HardwareEpisode sourcesCarve Outs:AliasMoanaSponsors:WorkOS: https://bit.ly/workos25Sentry: https://bit.ly/acquiredsentryServiceNow: https://bit.ly/acquiredsnMore Acquired!:Get email updates with hints on next episode and follow-ups from recent episodesJoin the SlackSubscribe to ACQ2Merch Store!© Copyright 2015-2025 ACQ, LLC‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

Featured

Ben Gilbert

David Rosenthal

Unidentified

Transcription

Full Episode

0.503 - 1.504 Ben Gilbert

You like my Bucks t-shirt?

1.984 - 3.325 David Rosenthal

I love your Bucks t-shirt.

3.825 - 9.829 Ben Gilbert

I went for the first time, what, two weeks ago when I was down for meeting at Benchmark, and the nostalgia in there is just unbelievable.

10.169 - 17.174 David Rosenthal

I can't believe you hadn't been before. I know Jensen is a Denny's guy, but I feel like he would meet us at Bucks if we asked him.

17.474 - 21.997 Ben Gilbert

Or at the very least, we should figure out some NVIDIA memorabilia to get on the wall at Bucks.

22.457 - 23.058 David Rosenthal

Totally.

23.358 - 25.179 Ben Gilbert

Fit right in. All right, let's do it.

25.639 - 26.1 David Rosenthal

Let's do it.

26.54 - 42.175 Unidentified

Who got the truth? Is it you? Is it you? Is it you? Who got the truth now? Is it you? Is it you? Is it you? Sit me down. Say it straight. Another story on the way. Who got the truth?

Acquired

Nvidia Part III: The Dawn of the AI Era (2022-2023)

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Nvidia Part III: The Dawn of the AI Era (2022-2023)

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