Nvidia Part II: The Machine Learning Company (2006-2022)

2022-04-20 · 125 min · episode 6 · 9 entities

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→ hosted by Ben Gilbert and David Rosenthal person

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Feed author/publisher: Ben Gilbert and David Rosenthal
→ discusses Technology concept

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→ discusses Business concept

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→ discusses Investing concept

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Entities found in this episode

concepts 7

mentioned Technology concept

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evidence rules-v4
Feed category: Technology
mentioned Business concept

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evidence rules-v4
Feed category: Business
mentioned Investing concept

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evidence rules-v4
Feed category: Investing
mentioned The Machine Learning Company (2006-2022 concept

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evidence rules-v4
Nvidia Part II: The Machine Learning Company (2006-2022)
discusses Technology concept

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evidence rules-v4
Feed category: Technology
discusses Business concept

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evidence rules-v4
Feed category: Business
discusses Investing concept

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evidence rules-v4
Feed category: Investing

persons 2

mentioned Ben Gilbert and David Rosenthal person

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evidence rules-v4
Feed author/publisher: Ben Gilbert and David Rosenthal
hosted by Ben Gilbert and David Rosenthal person

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evidence rules-v4
Feed author/publisher: Ben Gilbert and David Rosenthal

Episode description as stored

By 2012, NVIDIA was on a decade-long road to nowhere. Or so most rational observers of the company thought. CEO Jensen Huang was plowing all the cash from the company’s gaming business into building a highly speculative platform with few clear use cases and no obviously large market opportunity. And then... a miracle happened. A miracle that led not only to Nvidia becoming the 8th largest market cap company in the world, but also nearly every internet and technology innovation that’s happened in the decade since. Machines learned how to learn. And they learned it... on Nvidia. Sponsors: Vanta: https://bit.ly/acquiredvanta ServiceNow: https://bit.ly/acquiredservicenow26 Legora: https://bit.ly/acquiredlegora Statsig: https://bit.ly/acquiredstatsig26 More Acquired! Get email updates with hints on next episode and follow-ups from recent episodes Join the Slack Subscribe to ACQ2 Merch Store ! © Copyright 2015-2026 ACQ, LLC Links: Ben Thompson’s great Stratechery interview with Jensen Linus Tech Tips tests an Nvidia A100 Episode sources Carve Outs: The Expanse short story collection, Memory's Legion Sony RX100 point-and-shoot camera ‍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.