How Nvidia Changed the World

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 25 January 2025

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

There’s more to the legendary chipmaker than its tech stack. Tae Kim is a Senior Technology writer at Barron’s and author of the new book, “The Nvidia Way.” Best-selling author Morgan Housel interviews Kim for a conversation about: - The early days at Nvidia and its long path to “overnight” success. - What drives Nvidia’s employees. - How Jensen Huang takes long-term thinking to the extreme. Premium Motley Fool members can catch Morgan and Tae’s full conversation here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-the-nvidia-way To become a premium Motley Fool member, go to www.fool.com/signup Host: Morgan Housel Guest: Tae Kim Producer: Mac Greer, Mary Long Engineer: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Jensen was so committed that this is going to be future computing.
0:06.0	He was like, no, we're going to put Kudan on all our processors,
0:10.0	all our gaming graphics cards and chips, and he did this for like 15 years.
0:15.0	Like, who does that?
0:16.0	Most executives look out the next quarter or the next year or maybe two, three years.
0:21.6	Jensen is looking at five, ten, fifteen years.
0:28.6	I'm Mary Long and that's Tay Kim.
0:29.6	He's a senior technology writer at Barron's and author of the new book, The Invidio Way.
0:34.6	Best-selling author and friend of the fool Morgan Housel interviewed Kim
0:38.5	last week during our virtual member event, The AI Summit. Today, we're playing a piece of that
0:44.0	full conversation for listeners of Motley Fool Money. Premium Motley Fool members can catch the
0:48.8	whole discussion on our site. I'll drop a link in the show notes for you to do just that if you're
0:52.7	interested. But in the opening segment we're playing for you now,
0:55.8	Morgan and Tay talk about the long path to Nvidia's overnight success,
1:00.5	how culture differentiates Nvidia from its competitors,
1:03.6	and what keeps Jensen Huang up at night.
1:10.7	Tay, I want to start off with what I think is so interesting to me as an outside observer about
1:15.6	NVIDIA, which is it seems like to a lot of people, Nvidia just hit its stride a couple years ago.
1:23.6	But NVIDIA is now a 32-year-old company. And I actually think in the history of business, that is very rare.
1:29.5	Microsoft exploded right away.
1:32.3	Apple exploded right away.
1:34.0	Uber exploded right away.
	...

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