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Acquired

Nvidia Part I: The GPU Company (1993-2006)

Acquired

Ben Gilbert and David Rosenthal

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

4.82.9K Ratings

🗓️ 28 March 2022

⏱️ 119 minutes

🧾️ Download transcript

Summary

He wears signature leather jackets. He can bench press more than you. He makes cars that drive themselves. He’s cheated death — both corporate and personal — too many times to count, and he runs the 8th most valuable company in the world. Nope, he's not Elon Musk, he’s Jensen Huang — the most badass CEO in semiconductor history. Today we tell the first chapter of his and Nvidia’s incredible story. You’ll want to buckle up for this one!

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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

Click on a timestamp to play from that location

0:00.0

Who got the truth?

0:12.0

Is it you, is it you, is it you?

0:15.0

Who got the truth now?

0:18.0

Is it you, is it you, is it you?

0:20.0

Sit me down, say it straight.

0:23.0

Another story on the way.

0:25.0

Who got the truth?

0:27.0

Welcome to season 10, episode 5 of Acquired,

0:30.0

the podcast about great technology companies

0:32.0

and the stories and playbooks behind them.

0:34.0

I'm Ben Gilbert and I'm the co-founder

0:36.0

and managing director of Seattle based Pioneer Square Labs

0:39.0

and our venture fund PSL Ventures.

0:41.0

And I'm David Rosenthal and I am an angel investor

0:44.0

based in San Francisco.

0:47.0

And we are your hosts.

0:49.0

It is the eighth largest company in the world by market cap.

0:54.0

When Nvidia began in 1993,

0:57.0

it made computer graphics chips

0:59.0

in a brutally competitive and low margin market.

1:02.0

There were 90 undifferentiated competitors

1:05.0

all doing basically the same thing at the same time

...

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