Nvidia’s Growth Just Reaccelerated, And That Should Scare You
Marketing School - Digital Marketing and Online Marketing Tips
Eric Siu and Neil Patel
4.6 • 1.4K Ratings
🗓️ 6 April 2026
⏱️ 18 minutes
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| 0:00.0 | using only 20% of your business data is like dating someone who only texts emojis first of all |
| 0:06.3 | that's annoying and second you're missing a lot of context but that's how most businesses operate today |
| 0:12.0 | using only 20% of their data unless you have HuffSpot where all the emails call logs and chat |
| 0:18.3 | messages turn into insights to grow your business. Because all that data |
| 0:22.7 | makes all the difference. I would know because I use HubSpot at my company. Learn more at HubSpot.com. |
| 0:29.1 | Who went up 5% today because they made cuts? I don't know. I didn't see that. Oracle. Oracle cut |
| 0:34.0 | 30,000 people this morning at 6 a.m. The memo was, it was just, it's like, as of this morning, you're getting this message, we're making a difficult decision to end your role, to terminate your role. You know, we're very great gratitude. We're very gracious for the hard work and dedication that you put in. Please sign a severance agreement in your dokey sign will proceed from there. So 30,000 people cut this morning, stock jumps 5%. That's Oracle. It's kind of similar to what you're talking about over here. |
| 0:55.8 | But we talked about this around a month ago. Do you know why Oracle made the cuts? Data Center funding. Yes, bingo. And unlike Microsoft, I know Oracle is a big company, but unlike Microsoft, Apple, meta, Google, they don't have the same stock cash pile as some of these other big megatech, you know, multi-trillion dollar companies. So they have no choice but to cut to pay all their debt loans. You're not like 116 billion in profit like Google where you can just do whatever you want. But you know what he can do? He can fund his son's acquisition of Warner Brothers. That's what he can do. |
| 1:27.8 | Yeah, but that's more leverage. I'm messing around. And Google is not $116 billion anymore. |
| 1:34.5 | What is it? On a quarterly basis, so they're growing at a faster base. It's 34, so they're roughly |
| 1:39.6 | at $136 billion a year. I'm talking about last year's numbers. Yeah, but you know who's even |
| 1:43.8 | bigger than them in profit? One of your favorite companies. This can't be Microsoft? |
| 1:48.0 | The Republic. Microsoft? No, who's your favorite company? That's probably... Invidia. |
| 1:52.0 | NVIDia. Yeah, yeah, yeah. It's my people, you know? Envidia right now on a quarterly basis, |
| 1:58.0 | 42.96 billion in net income, so they're roughly at 171 billion going forward. I don't think it's being stopped. Dude, I checked my Anthropic bill this morning. The last week we talked, Friday we talked, today's only Tuesday. Friday we talked about how much you guess it was. I guess it was going to be around $6,000 this. As of this morning, today's the end of the month. I checked it checked in 7,500. So what's going to happen now? |
| 2:18.8 | I think we're going to be paying more and more for Nvidia, because here's the thing. I told you last week that I had my agents invade Slack. I'm still holding this mushroom. I'm going to tell you your story in a second. But I had the agents invade Slack. Today this morning, I'm starting to get messages from people. He's like, hey, I want my own Alfred. |
| 2:32.8 | I want my own. |
| 2:33.4 | Everyone wants their own Alfred, right? |
| 2:35.0 | I'm like, oh my God. |
| 2:35.7 | So I started looking at someone. |
| 2:36.5 | I was like, okay, I want my own Alfred. I want my own. Everyone wants their own |
| 2:34.2 | Alfred, right? I'm like, oh my God. So I started looking at someone. I was like, okay, I need to |
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