Acquired
Ben Gilbert and David Rosenthal
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Nvidia Part II: The Machine Learning Company (2006-2022)
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. If you want more Acquired, you can follow our newly public LP Show feed here in the podcast player of your choice (including Spotify!). Sponsors:ServiceNow: https://bit.ly/acquiredsnVanta: https://bit.ly/acquiredvantaModern Treasury: https://bit.ly/acqtransfer Links: Ben Thompson’s great Stratechery interview with JensenLinus Tech Tips tests an Nvidia A100 Episode sourcesCarve Outs: The Expanse short story collection, Memory's Legion Sony RX100 point-and-shoot cameraNote: 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.
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