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

Preston and Seb launch their tech book review series with a deep dive into The Thinking Machine , a book about NVIDIA and its CEO Jensen Huang. They explore NVIDIA’s transformation from a gaming hardware company to a key player in AI, discussing CUDA, leadership strategy, robotics, and the speed of innovation. The episode ends with a preview of their next review, Empire of AI . IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 05:29 – How NVIDIA transitioned from gaming GPUs to leading AI infrastructure 09:26 – Why CUDA was a turning point in GPU development for AI research 15:37 – The role of NVIDIA in enabling modern AI models, including transformers 19:55 – Jensen Huang’s leadership style and strategic market thinking 20:14 – The significance of creating new markets versus competing in existing ones 24:44 – How NVIDIA trains robots in hyper-realistic digital environments 27:47 – The impact of LiDAR and simulation on robotics advancement 38:53 – Whether Jensen's success is due to luck, skill, or strategic foresight 50:30 – The meaning behind Jensen’s "speed of light" principle 01:01:00 – What’s coming next in the book review series, starting with Empire of AI BOOKS AND RESOURCES Related Book: The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip . Seb’s Website and book: The Hidden Cost of Money . Related ⁠⁠ books ⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠ . NEW TO THE SHOW? Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TIP Mastermind Community ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X (Twitter) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ . Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bitcoin Fundamentals Starter Packs ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ . Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ . Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TIP Finance Tool ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ . Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ favorite Apps and Services ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ . Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Intrinsic Value Newsletter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ . Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ best business podcasts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ . SPONSORS Support our free podcast by supporting our ⁠⁠⁠ sponsors ⁠⁠⁠ : Simple Mining HardBlock AnchorWatch Human Rights Foundation Linkedin Talent Solutions Vanta Unchained Onramp Netsuite Shopify Abundant Mines Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm