Ben Gilbert
Acquired
Nvidia Part II: The Machine Learning Company (2006-2022)
- Published
- April 20, 2022
- Duration
- 2h 12m
- Summary source
- description
- Last updated
- Jun 24, 2026
Discusses machine-learning, investing.
Summary
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 …
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Show notes
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
Themes
- machine-learning
- investing