TECH002: Jensen Huang & NVIDIA w/ Seb Bunney - Review of The Thinking Machine by Stephen Witt
Description
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
Related Book: The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip.
Seb’s Website and book: The Hidden Cost of Money.
Related books mentioned in the podcast.
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