It’s a(nother) new era for Nvidia.
We thought we’d closed the Acquired book on Nvidia back in April 2022. The story was all wrapped up: Jensen & crew had set out on an amazing journey to accelerate the world’s computing workloads. Along the way they’d discovered a wondrous opportunity (machine learning powered social media feed recommendations). They forged incredible Power in the CUDA platform, and used it to triumph over seemingly insurmountable adversity — the stock market penalty-box.
But, it turned out that was only the precursor to an even wilder journey. Over the past 18 months Nvidia has weathered one of the steepest stock crashes in history ($500B+ market cap wiped away peak-to-trough!). And, it has of course also experienced an even more fantastical rise — becoming the platform that’s powering the emergence of perhaps a new form of intelligence itself… and in the process becoming a trillion-dollar company.
Today we tell another chapter in the amazing Nvidia saga: the dawn of the AI era. Tune in!
Sponsors:
Thanks to our fantastic partners, any member of the Acquired community can now get:
More Acquired!:
Links:
Carve Outs:
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.
Nintendo's Origins
LVMH
The NFL
Holiday Special 2022
Stratechery (with Ben Thompson)
Enron
Qualcomm
Benchmark Part II: The Dinner
ACQ Sessions: Jason Calacanis
Benchmark Part I
Amazon Web Services
Howard Marks & Andrew Marks: Something of Value
Amazon.com
From NFL to Startup COO to Congressman Regulating Crypto (with Rep. Anthony Gonzalez)
Walmart
The Playbook: Lessons from 200+ Company Stories
American Dynamism (with Katherine Boyle)
Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner)
Arena Show Part II: Brooks Running (with CEO Jim Weber)
Arena Show Part I: Idea Dinner + YC Continuity
Create your
podcast in
minutes
It is Free
Insight Story: Tech Trends Unpacked
Zero-Shot
Fast Forward by Tomorrow Unlocked: Tech past, tech future
The Unbelivable Truth - Series 1 - 26 including specials and pilot
Darknet Diaries