TECH002: Jensen Huang & NVIDIA w/ Seb Bunney - Review of The Thinking Machine by Stephen Witt

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 24 September 2025

⏱️ 72 minutes

🔗️ Recording | iTunes | RSS

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Summary

Preston and Seb launch their tech book review series with a deep dive into The Thinking Machine, a book about NVIDIA and its CEO Jensen Huang. They explore NVIDIA’s transformation from a gaming hardware company to a key player in AI, discussing CUDA, leadership strategy, robotics, and the speed of innovation. The episode ends with a preview of their next review, Empire of AI. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 05:29 – How NVIDIA transitioned from gaming GPUs to leading AI infrastructure 09:26 – Why CUDA was a turning point in GPU development for AI research 15:37 – The role of NVIDIA in enabling modern AI models, including transformers 19:55 – Jensen Huang’s leadership style and strategic market thinking 20:14 – The significance of creating new markets versus competing in existing ones 24:44 – How NVIDIA trains robots in hyper-realistic digital environments 27:47 – The impact of LiDAR and simulation on robotics advancement 38:53 – Whether Jensen's success is due to luck, skill, or strategic foresight 50:30 – The meaning behind Jensen’s "speed of light" principle 01:01:00 – What’s coming next in the book review series, starting with Empire of AI BOOKS AND RESOURCES Related Book: The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip. Seb’s Website and book: The Hidden Cost of Money. Related ⁠⁠books⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bitcoin Fundamentals Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠sponsors⁠⁠⁠: Simple Mining HardBlock AnchorWatch Human Rights Foundation Linkedin Talent Solutions Vanta Unchained Onramp Netsuite Shopify Abundant Mines Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:02.7	Hey everyone, welcome to this Wednesday's release of Infinite Tech.
0:06.6	Today I'm joined by my good friend in dissecting technology book reviews, Mr. Seb Bunny.
0:12.1	In this week, we dive into Stephen Witt's The Thinking Machine.
0:15.0	We cover how Nvidia evolved from a gaming graphics to the center of the AI revolution
0:20.2	and what Jensen Huang's
0:21.7	leadership can teach us about building markets and shaping the future of tech. This is surely an
0:27.0	episode you won't want to miss. There's so many interesting things that we learn from studying
0:31.6	Jensen Huang. And without further ado, let's jump right into the book.
0:39.5	You're listening to Infinite Tech by the Investors Podcast Network, hosted by Preston Pish.
0:45.7	We explore Bitcoin, AI, robotics, longevity, and other exponential technologies through a lens of abundance and sound money.
0:59.0	Join us as we connect the breakthroughs shaping the next decade and beyond, empowering you to harness the future today.
1:01.0	And now, here's your host, Preston Pish.
1:05.0	Hey everyone, welcome to the show.
1:15.4	I'm here with the one and only, Seb Bunny.
1:17.8	And we're excited to talk about where we're going with not only this episode, but with other episodes in the future with Infinite Tech.
1:26.7	And Seb, welcome to the show. Oh, man. I'm super excited. Preston and I, for those that don't know, we just kind of spent a week in the mountains together. And one thing we kind of tend to always fall back on is that I love for books. And so you kind of mentioned a couple books to me. We chatted and we're like, you know what? Let's talk about these books. Let's kind of burn through some books and talk about kind of what comes up. I'm super excited. So when Stig
1:48.2	and I first started the show, one of the things that we did quite often was read investing
1:52.8	books and just talk about what we learned. And Seb and I are going to try to do that with
1:57.9	tech. And the first book that we chose is a book called The Thinking
2:02.4	Machine, and this is by Stephen Witt. And wow, this was pretty awesome. I'm assuming, because I haven't
2:10.1	really talked to you much, Seb, about what your thoughts are. But this book was amazing. I really
	...

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