We Study Billionaires - The Investor’s Podcast Network

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

86 snips
Sep 24, 2025
Seb Bunny, author and commentator on Bitcoin and macro topics, joins the discussion to dissect 'The Thinking Machine,' revealing NVIDIA's fascinating evolution from gaming to AI powerhouse. They delve into how CUDA revolutionized GPU utilization for AI research and examine Jensen Huang's unique leadership style. The conversation also touches on the innovative training of robots in hyper-realistic environments and the significance of market creation versus competition. The episode concludes with a teaser for their next read, 'Empire of AI'.
Ask episode
AI Snips
Chapters
Books
Transcript
Episode notes
INSIGHT

Parallel Processing As A Foundation

  • NVIDIA began as a gaming-parallel-processing company and evolved into core AI infrastructure by leveraging GPU strengths.
  • Jensen Huang's focus on parallelism reshaped how computation solved graphics and scientific problems.
ANECDOTE

Gamer's Wall Sparked CUDA

  • A gamer stitched dozens of NVIDIA cards together and realized the raw computation was enormous and asked about other uses.
  • That prompt helped trigger NVIDIA's move to build CUDA and target non-gaming computation.
INSIGHT

CUDA Created The GPU Ecosystem

  • CUDA turned GPUs from niche gaming hardware into broadly usable compute platforms for researchers and developers.
  • The CUDA software layer created massive stickiness and blurred hardware vs. software distinctions for NVIDIA.
Get the Snipd Podcast app to discover more snips from this episode
Get the app