The Story: Will NVIDIA Save or Ruin the World?
TechStuff
iHeartPodcasts
4.3 • 1.9K Ratings
🗓️ 12 November 2025
⏱️ 36 minutes
🧾️ Download transcript
Summary
This week, Oz sits down with Stephen Witt, a frequent contributor to The New Yorker and author of The Thinking Machine: Jensen Huang, NVIDIA, and the World’s Most Coveted Microchip. They’ll discuss what's made NVIDIA the most valuable chip company in the world — and the most valuable publicly traded company, period. And how a single piece of hardware changed the world forever, and its journey to existence — from a sketch on a Denny’s napkin to powering data centers the size of Central Park. Then, Stephen demystifies why data centers are shrouded in so much secrecy and what lies ahead in our AI future.
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Transcript
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| 0:00.0 | This is an I-Heart podcast. |
| 0:18.0 | Welcome to Tech Stuff. I'm Osvaloshen here with Kara Price. |
| 0:21.6 | Hey Kara. |
| 0:22.6 | Hi Oz. |
| 0:23.6 | So years ago, around the time that we were reporting our first podcast together on the forthcoming AI revolution, around 18- |
| 0:31.6 | No longer forthcoming. |
| 0:33.6 | You invested in Invidia, which is up over 100x since then. Congratulations. You know, I just felt |
| 0:43.4 | when we reported on it that it was going to be the future, and so I did invest in it. And, you know, |
| 0:49.1 | very happily so now. What was it? Was there something that tip you over the edge back then to do it? |
| 0:55.3 | Well, I was just sort of thinking to myself, this is the thing that's going to power everything. |
| 0:59.3 | So obviously it's something that people are going to be paying attention to |
| 1:03.8 | and investors are going to be paying attention to. |
| 1:05.6 | And it just made a lot of sense to me at the time. |
| 1:09.2 | We know Warren Buffett is retiring this year. |
| 1:12.3 | There's a slot open at Berkshire. |
| 1:16.0 | Invidia is, of course, the most valuable company in the world today, |
| 1:19.3 | recently topping $5 trillion in value. |
| 1:21.9 | And of course, a lot of people are crying bubble. |
| 1:24.4 | Not just for Nvidia, but for the AI industry as a whole. Actually, Karen, I'm curiously, you held your stock. I held, I look, I needed some things, so I sold some, but I still have a lot. I have enough. And you're going to hold on, you're not worried about the bubble. I think I am going to hold on. But the questions people have are, what if AI doesn't get better infinitely as it scales? |
| 1:46.8 | What if people invent new chips that are far more efficient than the Nvidia chips? And what if the |
| 1:53.0 | adoption of AI by other companies doesn't give them the results that they hope for financially? And so, |
| 1:59.6 | I talked about all of that with somebody who knows |
... |
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