

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'.
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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.
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.
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.