On today’s episode, Clay is joined by Tae Kim to discuss his new book, The Nvidia Way, which outlines the making of one of the greatest tech businesses in the world. Nvidia is the darling of the age of artificial intelligence as its chips are powering the generative-AI revolution, and demand is insatiable.

Since the IPO in 1999, shares of Nvidia are up by 285,000%, which is a compounded return of 37% per year.

Tae Kim is a senior technology writer at Barron’s. To uncover Nvidia’s brilliant story, Tae interviewed more than one hundred people who were involved in their journey, including Jensen himself, his two co-founders, VC investors, and current senior executives and managers.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

06:14 - The unique culture of Nvidia and how they’re able to prevent office politics from creeping in.

15:20 - Jensen’s intense desire to succeed at all costs.

23:06 - How Nvidia became the only graphics chip company from the 1990s that survived.

30:16 - How Nvidia essentially invented the GPU market.

40:49 - Why Nvidia is winning the AI race.

51:47 - How Jensen Huang has prepared Nvidia to dominate the AI revolution.

And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Tae’s book: The Nvidia Way.
Email Shawn at shawn@theinvestorspodcast.com to attend our free events in Omaha or visit this page.
Follow Tae on X.
Follow Clay on X.
Check out all the books mentioned and discussed in our podcast episodes here.
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