Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner

Bullish:

• $NVDA - NVIDIA's technological advancements, market position, and future growth potential in AI and computing make it a strong long-term investment. The company has significantly reduced computing costs, is well-positioned for the growth in AI inference, and has deep integration with the global electronics ecosystem.

  • “We drove the marginal cost of computing down by a 100000 x over the course of 10 years. Moore's law would have been about a 100 x.”

    Jensen·3:00

  • “Inference is about to go up by a 1000000000 times.”

    Jensen·58:02

  • “The entire, ecosystem of electronics today is dedicated in working with us to build ultimately this cube of a computer integrated into all of these different ecosystems, and the coordination is so seamless.”

    Jensen·25:03

  • “I'm hoping that NVIDIA someday will be a 50,000 employee company with a 100,000,000, you know, AI assistants.”

    Jensen·1:00:05
• $AI - The AI industry is poised for significant growth and impact across various sectors. The potential for AI to dramatically increase productivity and its integration into the workforce suggest a bullish outlook for the broader AI market.

  • “Intelligence is the single most valuable commodity the world's ever known Right. And now we're gonna manufacture it at scale.”

    Jensen·1:07:02

  • “Open source versus closed source is related to safety, but not only about safety. You know? And so so, for example, there there's absolutely nothing wrong with having closed source models that are that are the engines of an economic model Exactly. Necessary to sustain innovation.”

    Jensen·1:13:02