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Acquired

NVIDIA CEO Jensen Huang

Acquired

Ben Gilbert and David Rosenthal

Venturecapital, Ma, Investing, Acquisitions, Startups, Vc, Investment, Business, Technology

4.8 • 2.9K Ratings

🗓️ 16 October 2023

⏱️ 90 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

We finally sit down with the man himself: Nvidia Cofounder & CEO Jensen Huang. After three parts and seven+ hours of covering the company, we thought we knew everything but — unsurprisingly — Jensen knows more. A couple teasers: we learned that the company’s initial motivation to enter the datacenter business came from perhaps not where you’d think, and the roots of Nvidia’s platform strategy stretch back beyond CUDA all the way to the origin of the company.

We also got a peek into Jensen’s mindset and calculus behind “betting the company” multiple times, and his surprising feelings about whether he’d go on the founder journey again if he could rewind time. We can’t think of any better way to tie a bow on our Nvidia series (for now). Tune in!

Editorial Note: We originally recorded this episode before the horrific terrorist attacks in Israel. It feels wrong to release this episode — where the nation of Israel and the Mellanox team are discussed — without sharing our profound sadness for all the families who had innocent loved ones or friends killed, injured, or taken hostage. Our hearts go out to everyone coping through this dark moment in history.

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‍Note: 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.

Transcript

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0:00.0

I will say, David, I would love to have Nvidia's full production team every episode.

0:07.0

It was nice not having to worry about turning the cameras on and off and making sure that

0:10.7

nothing bad happened myself while we were recording this.

0:13.6

Yeah.

0:14.6

Just the gear.

0:15.6

I mean, the drives that came out of the camera.

0:18.3

All right.

0:19.3

Red cameras for the home studio starting next episode.

0:22.4

Yeah.

0:23.4

All right.

0:24.4

Let's do it.

0:25.4

Welcome to this episode of Acquired, the podcast about great technology companies and the

0:45.3

stories and playbooks behind them.

0:47.2

I'm Ben Gilbert, David Rosenthal, and we are your hosts.

0:51.3

Listeners, just so we don't bury the lead, this episode was insanely cool for David

0:56.2

and I.

0:57.2

Yeah.

0:58.2

After researching Nvidia for something like 500 hours over the last two years, we flew

1:03.2

down to Nvidia headquarters to sit down with Jensen himself.

1:07.2

And Jensen, of course, is the founder and CEO of Nvidia, the company powering this whole

1:12.0

AI explosion at the time of recording and video is worth $1.1 trillion and is the sixth most

1:20.3

valuable company in the entire world.

...

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