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Trump: Jensen I dont know what you are doing here. Jensen: Neither do I. But why did Trump say so ? 😀

Trump: Jensen I dont know what you are doing here. Jensen: Neither do I. But why did Trump say so ? 😀

227,850 просмотров

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Lol, so Jensen is still angry about the Dwarkesh podcast.

Lol, so Jensen is still angry about the Dwarkesh podcast.

The AI Investor

999,642 просмотров • 4 месяцев назад

Peter Thiel on selling Facebook too early: I thought growth stalled at $100B. In hindsight, going from $100B to $1T was the easiest part. $NVDA going from $1T to $10T may be easier than $100B to $1T. Let’s see.

Peter Thiel on selling Facebook too early: I thought growth stalled at $100B. In hindsight, going from $100B to $1T was the easiest part. $NVDA going from $1T to $10T may be easier than $100B to $1T. Let’s see.

The AI Investor

1,533,393 просмотров • 8 месяцев назад

"You’re not talking to someone who woke up a loser” - Jensen Huang Jensen nearly lost his composure during a heated debate about selling chips to China, despite showing tremendous patience in response to the pushback.

"You’re not talking to someone who woke up a loser” - Jensen Huang Jensen nearly lost his composure during a heated debate about selling chips to China, despite showing tremendous patience in response to the pushback.

The AI Investor

895,428 просмотров • 5 месяцев назад

"NVDA gone from $150 to $800 I was long-term in it, and I couldn't deal with it, so I sold. Then it was $1,400 like 5 weeks later, and I was sick. It's amazing how little I knew about Nvidia. I couldn't even tell you what the earnings were." - Druckenmiller

"NVDA gone from $150 to $800 I was long-term in it, and I couldn't deal with it, so I sold. Then it was $1,400 like 5 weeks later, and I was sick. It's amazing how little I knew about Nvidia. I couldn't even tell you what the earnings were." - Druckenmiller

The AI Investor

1,094,665 просмотров • 6 месяцев назад

Jensen on ASIC: I worked for the original company LSI Logic who invented the idea of ASIC. As you know LSI Logic is not here anymore, right? When the market size is not very large, it's easy to have somebody uh be a contractor to help you put the packaging of all that stuff together and do the manufacturing on your behalf and they charge you 50 60 points of margin. But when the market gets large for an ASIC, there's a new way of doing things called COT, customer owned tooling.

Jensen on ASIC: I worked for the original company LSI Logic who invented the idea of ASIC. As you know LSI Logic is not here anymore, right? When the market size is not very large, it's easy to have somebody uh be a contractor to help you put the packaging of all that stuff together and do the manufacturing on your behalf and they charge you 50 60 points of margin. But when the market gets large for an ASIC, there's a new way of doing things called COT, customer owned tooling.

The AI Investor

68,047 просмотров • 17 дней назад

Peter Lynch : “You only need to be right 6.5 times out of 10. Own one Costco, one Walmart, one Nvidia… and it forgives a ton of mistakes.” $1,000 in NVDA 10 years ago → **$276,570 today** What is your next long-term compounder?

Peter Lynch : “You only need to be right 6.5 times out of 10. Own one Costco, one Walmart, one Nvidia… and it forgives a ton of mistakes.” $1,000 in NVDA 10 years ago → $276,570 today What is your next long-term compounder?

The AI Investor

665,473 просмотров • 7 месяцев назад

Brad Gerstner talked about the ridiculous valuation of memory stocks and said he will be on a podcast with the Micron CEO in a few weeks.

Brad Gerstner talked about the ridiculous valuation of memory stocks and said he will be on a podcast with the Micron CEO in a few weeks.

The AI Investor

367,925 просмотров • 4 месяцев назад

Jensen Huang and Michael Dell discussed the supply bottleneck: Michael - memory is the challenge. Jensen - we will have billions of agents, and we will need to give each agent essentially its own computer to use.

Jensen Huang and Michael Dell discussed the supply bottleneck: Michael - memory is the challenge. Jensen - we will have billions of agents, and we will need to give each agent essentially its own computer to use.

The AI Investor

248,131 просмотров • 4 месяцев назад

"If $300 billions is all going to Nvidia, you know what to do in the stock market" - Eric Schmidt $NVDA

"If $300 billions is all going to Nvidia, you know what to do in the stock market" - Eric Schmidt $NVDA

The AI Investor

1,172,120 просмотров • 2 лет назад

People who still think AI is hype, you just dont get it. Listen to Eric Schmidt's exmples to understand how powerful it is. Don't assume you are smarter than Elon, Mark, Jensen, Eric S, etc. $NVDA

People who still think AI is hype, you just dont get it. Listen to Eric Schmidt's exmples to understand how powerful it is. Don't assume you are smarter than Elon, Mark, Jensen, Eric S, etc. $NVDA

The AI Investor

1,144,036 просмотров • 2 лет назад

In 2009, Jensen explained CUDA and estimated its market size, $NVDA stock price was at ~$0.2 split adjusted. $10k investment in NVIDIA would turn into $8.8M The GOAT.

In 2009, Jensen explained CUDA and estimated its market size, $NVDA stock price was at ~$0.2 split adjusted. $10k investment in NVIDIA would turn into $8.8M The GOAT.

The AI Investor

540,014 просмотров • 1 год назад

"Even when the competitor's chips are offered for free, it's still not cheap enough." - Jensen H AMD now has to offer some ownership to OpenAI for free to sell chips ? I wonder what AMD’s other customers think now.

"Even when the competitor's chips are offered for free, it's still not cheap enough." - Jensen H AMD now has to offer some ownership to OpenAI for free to sell chips ? I wonder what AMD’s other customers think now.

The AI Investor

498,323 просмотров • 11 месяцев назад

Listen carefully to Jensen explaining the next and the biggest wave of AI. This is a huge deal. $NVDA

Listen carefully to Jensen explaining the next and the biggest wave of AI. This is a huge deal. $NVDA

The AI Investor

624,342 просмотров • 2 лет назад

Jensen explaining Nvidia in less than 30s. Everyone must watch. $NVDA

Jensen explaining Nvidia in less than 30s. Everyone must watch. $NVDA

The AI Investor

621,721 просмотров • 2 лет назад

NVIDIA was pushed out of multiple markets by competitors, leading to its position as the sole leader of a "$0 billion" market - AI. Everyone should watch this.

NVIDIA was pushed out of multiple markets by competitors, leading to its position as the sole leader of a "$0 billion" market - AI. Everyone should watch this.

The AI Investor

634,104 просмотров • 2 лет назад

This was so bad for $NVDA as Satya said MSFT is no longer chip supply but power constrained. Oh wait, it was from 2024. Satya said this again on the same BG2 podcast 2 days ago and people are now all over it again.

This was so bad for $NVDA as Satya said MSFT is no longer chip supply but power constrained. Oh wait, it was from 2024. Satya said this again on the same BG2 podcast 2 days ago and people are now all over it again.

The AI Investor

244,815 просмотров • 10 месяцев назад

This part from Gavin on semi valuation is very similar to my view: NVDA and memory stocks still look too cheap, while many other semi names look too expensive. Something has to give. Both can’t be true.

This part from Gavin on semi valuation is very similar to my view: NVDA and memory stocks still look too cheap, while many other semi names look too expensive. Something has to give. Both can’t be true.

The AI Investor

89,575 просмотров • 4 месяцев назад

Peter Thiel: “One thing that’s very strange, at this point 80-85% of the money in AI is being made by one company, Nvidia.” He sounded quite bearish on the long-term, with more companies are designing their own chips, GPU versus ASICs question again.

Peter Thiel: “One thing that’s very strange, at this point 80-85% of the money in AI is being made by one company, Nvidia.” He sounded quite bearish on the long-term, with more companies are designing their own chips, GPU versus ASICs question again.

The AI Investor

170,819 просмотров • 9 месяцев назад

Jensen accidentally revealed that the world is built on Nvidia. $NVDA

Jensen accidentally revealed that the world is built on Nvidia. $NVDA

The AI Investor

351,966 просмотров • 2 лет назад