DiscoverAcquiredNvidia Part III: The Dawn of the AI Era (2022-2023)
Nvidia Part III: The Dawn of the AI Era (2022-2023)

Nvidia Part III: The Dawn of the AI Era (2022-2023)

Update: 2023-09-0617
Share

Description

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!

Links:

Carve Outs:

Sponsors:

ServiceNow: https://bit.ly/acqsnaiagents
Huntress: https://bit.ly/acqhuntress
Vanta: https://bit.ly/acquiredvanta


More Acquired!:

© Copyright 2015-2024 ACQ, LLC


‍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.

Comments 
In Channel
IKEA

IKEA

2024-11-1803:22:27

Meta

Meta

2024-10-2806:22:41

Microsoft Volume II

Microsoft Volume II

2024-07-2204:51:30

Microsoft Volume I

Microsoft Volume I

2024-04-2204:21:41

Renaissance Technologies

Renaissance Technologies

2024-03-1803:05:51

Hermès

Hermès

2024-02-2004:06:31

Novo Nordisk (Ozempic)

Novo Nordisk (Ozempic)

2024-01-2203:41:24

Holiday Special 2023

Holiday Special 2023

2023-12-1802:15:30

Visa

Visa

2023-11-2703:42:03

Charlie Munger

Charlie Munger

2023-10-3001:06:45

NVIDIA CEO Jensen Huang

NVIDIA CEO Jensen Huang

2023-10-1601:29:06

Costco

Costco

2023-08-2102:58:53

Nike

Nike

2023-07-2503:59:36

Porsche (with Doug DeMuro)

Porsche (with Doug DeMuro)

2023-06-2703:20:58

loading
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Nvidia Part III: The Dawn of the AI Era (2022-2023)

Nvidia Part III: The Dawn of the AI Era (2022-2023)

Ben Gilbert and David Rosenthal