DiscoverWe Study Billionaires - The Investor’s Podcast NetworkTECH002: Jensen Huang & NVIDIA w/ Seb Bunney - Review of The Thinking Machine by Stephen Witt
TECH002: Jensen Huang & NVIDIA w/ Seb Bunney - Review of The Thinking Machine by Stephen Witt

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

Update: 2025-09-24
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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





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

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

The Investor's Podcast Network