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https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0213
We couldn't iterate.
agent: So you, you had no choice. You had to do it. customer: The chip had to be right. agent: Which means you couldn't do all of the processes of-
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https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0214
Yeah.
customer: The chip had to be right. agent: Which means you couldn't do all of the processes of- customer: We couldn't iterate.
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https://rss.art19.com/ep…e86fb433970_0215
Yeah, I couldn't prototype. And so-
agent: Which means you couldn't do all of the processes of- customer: We couldn't iterate. agent: Yeah.
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https://rss.art19.com/ep…e86fb433970_0216
So how did you know it was gonna work?
customer: We couldn't iterate. agent: Yeah. customer: Yeah, I couldn't prototype. And so-
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And so we heard about this company called Ikos was building an emulator and this incredible machine, this giant machine, it would pretend to be your chip. And so you would take all of your software and put it into this machine, and this machine would pretend to be the chip, and you would plug this machine into a PC and...
agent: Yeah. customer: Yeah, I couldn't prototype. And so- agent: So how did you know it was gonna work?
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So you could see how it was-
customer: Yeah, I couldn't prototype. And so- agent: So how did you know it was gonna work? customer: And so we heard about this company called Ikos was building an emulator and this incredible machine, this giant machine, it would pretend to be your chip. And so you would take all of your software and put it into this...
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https://rss.art19.com/ep…00762e86fb433970
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So you could see how it would work. I was super excited about it.
agent: So how did you know it was gonna work? customer: And so we heard about this company called Ikos was building an emulator and this incredible machine, this giant machine, it would pretend to be your chip. And so you would take all of your software and put it into this machine, and this machine would pretend to be...
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https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0220
And it was byte accurate.
customer: And so we heard about this company called Ikos was building an emulator and this incredible machine, this giant machine, it would pretend to be your chip. And so you would take all of your software and put it into this machine, and this machine would pretend to be the chip, and you would plug this machine int...
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Well, supposedly.
agent: So you could see how it was- customer: So you could see how it would work. I was super excited about it. agent: And it was byte accurate.
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https://rss.art19.com/ep…e86fb433970_0222
Okay.
customer: So you could see how it would work. I was super excited about it. agent: And it was byte accurate. customer: Well, supposedly.
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And so, and so I called the company and I said, "Hey, listen, uh, I heard you guys have this machine called the Emulator. I would like to buy one." And they said, "Well, that's terrific, but unfortunately we had no customers, so we're going out of business. But we have this one that's left over. If you want, you could ...
agent: And it was byte accurate. customer: Well, supposedly. agent: Okay.
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Did anybody say this is crazy? I mean, th- this is-
customer: Well, supposedly. agent: Okay. customer: And so, and so I called the company and I said, "Hey, listen, uh, I heard you guys have this machine called the Emulator. I would like to buy one." And they said, "Well, that's terrific, but unfortunately we had no customers, so we're going out of business. But we have...
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Oh, yeah
agent: Okay. customer: And so, and so I called the company and I said, "Hey, listen, uh, I heard you guys have this machine called the Emulator. I would like to buy one." And they said, "Well, that's terrific, but unfortunately we had no customers, so we're going out of business. But we have this one that's left over. ...
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... nuts. You're taking half the money, buy-- I mean, you're the CEO, so-
customer: And so, and so I called the company and I said, "Hey, listen, uh, I heard you guys have this machine called the Emulator. I would like to buy one." And they said, "Well, that's terrific, but unfortunately we had no customers, so we're going out of business. But we have this one that's left over. If you want, ...
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https://rss.art19.com/ep…00762e86fb433970
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We don't even have-- That was-- The money we had was already not enough.
agent: Did anybody say this is crazy? I mean, th- this is- customer: Oh, yeah agent: ... nuts. You're taking half the money, buy-- I mean, you're the CEO, so-
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https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0228
Yeah.
customer: Oh, yeah agent: ... nuts. You're taking half the money, buy-- I mean, you're the CEO, so- customer: We don't even have-- That was-- The money we had was already not enough.
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And we took half of that and spent it. Yeah.
agent: ... nuts. You're taking half the money, buy-- I mean, you're the CEO, so- customer: We don't even have-- That was-- The money we had was already not enough. agent: Yeah.
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https://rss.art19.com/ep…00762e86fb433970
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But these engineers who are used to a process, right?
customer: We don't even have-- That was-- The money we had was already not enough. agent: Yeah. customer: And we took half of that and spent it. Yeah.
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Yeah.
agent: Yeah. customer: And we took half of that and spent it. Yeah. agent: But these engineers who are used to a process, right?
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https://rss.art19.com/ep…00762e86fb433970
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And used to a way of doing things, you're basically saying, "We're gonna put it in the emulator and that's gonna be it, and then we're going to fabrication." I mean, did anybody say, "This is not a good idea"?
customer: And we took half of that and spent it. Yeah. agent: But these engineers who are used to a process, right? customer: Yeah.
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It was the only idea we had. I gotta tell you, I don't-- I didn't remember anybody objecting to it, but I also didn't remember asking too many people whether they objected to it. You know, I think smart engineers reason about things. I guess we always knew it was existential. We always knew we were going out of busines...
agent: But these engineers who are used to a process, right? customer: Yeah. agent: And used to a way of doing things, you're basically saying, "We're gonna put it in the emulator and that's gonna be it, and then we're going to fabrication." I mean, did anybody say, "This is not a good idea"?
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https://rss.art19.com/ep…00762e86fb433970
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That had to work.
customer: Yeah. agent: And used to a way of doing things, you're basically saying, "We're gonna put it in the emulator and that's gonna be it, and then we're going to fabrication." I mean, did anybody say, "This is not a good idea"? customer: It was the only idea we had. I gotta tell you, I don't-- I didn't remember an...
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It had to be.
agent: And used to a way of doing things, you're basically saying, "We're gonna put it in the emulator and that's gonna be it, and then we're going to fabrication." I mean, did anybody say, "This is not a good idea"? customer: It was the only idea we had. I gotta tell you, I don't-- I didn't remember anybody objecting ...
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You're-- This is, I don't know if it's apocryphal or... but I think it's true, you are known to say at that time, "Our company's 30 days away from going out of business."
customer: It was the only idea we had. I gotta tell you, I don't-- I didn't remember anybody objecting to it, but I also didn't remember asking too many people whether they objected to it. You know, I think smart engineers reason about things. I guess we always knew it was existential. We always knew we were going out ...
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https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0237
Yeah.
agent: That had to work. customer: It had to be. agent: You're-- This is, I don't know if it's apocryphal or... but I think it's true, you are known to say at that time, "Our company's 30 days away from going out of business."
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This-- And it kinda became a, a meme and a mantra for a while, but it was true. I mean, you, you were-- So this had to work.
customer: It had to be. agent: You're-- This is, I don't know if it's apocryphal or... but I think it's true, you are known to say at that time, "Our company's 30 days away from going out of business." customer: Yeah.
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https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0239
Right.
agent: You're-- This is, I don't know if it's apocryphal or... but I think it's true, you are known to say at that time, "Our company's 30 days away from going out of business." customer: Yeah. agent: This-- And it kinda became a, a meme and a mantra for a while, but it was true. I mean, you, you were-- So this had to ...
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This thing had to work. And we-- I'm not revealing any secrets. It did work. It did actually work.
customer: Yeah. agent: This-- And it kinda became a, a meme and a mantra for a while, but it was true. I mean, you, you were-- So this had to work. customer: Right.
1,631.616
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Mostly.
agent: This-- And it kinda became a, a meme and a mantra for a while, but it was true. I mean, you, you were-- So this had to work. customer: Right. agent: This thing had to work. And we-- I'm not revealing any secrets. It did work. It did actually work.
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But enough to save-
customer: Right. agent: This thing had to work. And we-- I'm not revealing any secrets. It did work. It did actually work. customer: Mostly.
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Good enough
agent: This thing had to work. And we-- I'm not revealing any secrets. It did work. It did actually work. customer: Mostly. agent: But enough to save-
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... to save the company.
customer: Mostly. agent: But enough to save- customer: Good enough
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Exactly. Yeah. Good enough to save the company.
agent: But enough to save- customer: Good enough agent: ... to save the company.
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When we come back in just a moment, Jensen identifies a whole new market for NVIDIA, a market that does not yet exist. Stay with us. I'm Guy Raz, and you're listening to How I Built This. When it comes to your health and wellbeing, the right care can change everything. That's why Cleveland Clinic has been elevating wor...
customer: Good enough agent: ... to save the company. customer: Exactly. Yeah. Good enough to save the company.
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We're a hundred percent focused-
agent: ... to save the company. customer: Exactly. Yeah. Good enough to save the company. agent: When we come back in just a moment, Jensen identifies a whole new market for NVIDIA, a market that does not yet exist. Stay with us. I'm Guy Raz, and you're listening to How I Built This. When it comes to your health and we...
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Yeah, yeah
customer: Exactly. Yeah. Good enough to save the company. agent: When we come back in just a moment, Jensen identifies a whole new market for NVIDIA, a market that does not yet exist. Stay with us. I'm Guy Raz, and you're listening to How I Built This. When it comes to your health and wellbeing, the right care can chan...
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... on the gaming industry. We were the first computer graphics company ever created to focus on one application industry fully, which was video games.
agent: When we come back in just a moment, Jensen identifies a whole new market for NVIDIA, a market that does not yet exist. Stay with us. I'm Guy Raz, and you're listening to How I Built This. When it comes to your health and wellbeing, the right care can change everything. That's why Cleveland Clinic has been elevat...
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Yeah.
customer: We're a hundred percent focused- agent: Yeah, yeah customer: ... on the gaming industry. We were the first computer graphics company ever created to focus on one application industry fully, which was video games.
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So the way we saw the world, that the chip is important, but ultimately, what, what makes people happy and what really creates industries is the applications that were on top of the chips that make new things possible. Recognizing the importance of application developers-
agent: Yeah, yeah customer: ... on the gaming industry. We were the first computer graphics company ever created to focus on one application industry fully, which was video games. agent: Yeah.
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Mm-hmm
customer: ... on the gaming industry. We were the first computer graphics company ever created to focus on one application industry fully, which was video games. agent: Yeah. customer: So the way we saw the world, that the chip is important, but ultimately, what, what makes people happy and what really creates industri...
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... or game developers so that we can help them realize, uh, the full potential of our chip while we make their application as wonderful as possible.
agent: Yeah. customer: So the way we saw the world, that the chip is important, but ultimately, what, what makes people happy and what really creates industries is the applications that were on top of the chips that make new things possible. Recognizing the importance of application developers- agent: Mm-hmm
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Um, I know-- I wanna just pivot for a second because I, you know, here you are, you're still a young guy, you know, in your late thirties, mid to late thirties, running a company. It's the first time you are the CEO of a company. It's not like you have any management training or you, you didn't go to business school, w...
customer: So the way we saw the world, that the chip is important, but ultimately, what, what makes people happy and what really creates industries is the applications that were on top of the chips that make new things possible. Recognizing the importance of application developers- agent: Mm-hmm customer: ... or game d...
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Mm-hmm
agent: Mm-hmm customer: ... or game developers so that we can help them realize, uh, the full potential of our chip while we make their application as wonderful as possible. agent: Um, I know-- I wanna just pivot for a second because I, you know, here you are, you're still a young guy, you know, in your late thirties, ...
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... uh, Clayton Christensen-
customer: ... or game developers so that we can help them realize, uh, the full potential of our chip while we make their application as wonderful as possible. agent: Um, I know-- I wanna just pivot for a second because I, you know, here you are, you're still a young guy, you know, in your late thirties, mid to late th...
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Clay Christensen. Yeah
agent: Um, I know-- I wanna just pivot for a second because I, you know, here you are, you're still a young guy, you know, in your late thirties, mid to late thirties, running a company. It's the first time you are the CEO of a company. It's not like you have any management training or you, you didn't go to business sc...
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... for-forgive me, he's no longer alive. Harvard Business School-
customer: Mm-hmm agent: ... uh, Clayton Christensen- customer: Clay Christensen. Yeah
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Yeah. That's right
agent: ... uh, Clayton Christensen- customer: Clay Christensen. Yeah agent: ... for-forgive me, he's no longer alive. Harvard Business School-
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... professor called The Innovator's Dilemma.
customer: Clay Christensen. Yeah agent: ... for-forgive me, he's no longer alive. Harvard Business School- customer: Yeah. That's right
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Incredible. Yeah.
agent: ... for-forgive me, he's no longer alive. Harvard Business School- customer: Yeah. That's right agent: ... professor called The Innovator's Dilemma.
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Very important book, and it had a huge impact on you.
customer: Yeah. That's right agent: ... professor called The Innovator's Dilemma. customer: Incredible. Yeah.
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Yeah.
agent: ... professor called The Innovator's Dilemma. customer: Incredible. Yeah. agent: Very important book, and it had a huge impact on you.
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Like, you read this book-- 'cause he has this example of, like, Honda. They were making motor scooters for kids, and no one was paying attention to them, and so they, when they started making cars, they had this advantage 'cause they could really scale quickly and get out there. And you read this book, and you were ins...
customer: Incredible. Yeah. agent: Very important book, and it had a huge impact on you. customer: Yeah.
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Uh, the single most important thing about technology is the moment it becomes good enough. When you overserve the market, you're ready for disruption. In fact, at the NVIDIA journey, every single step of the way, we were always the disruptor. So I think the, the larger lesson of Clayton Christensen is really about disr...
agent: Very important book, and it had a huge impact on you. customer: Yeah. agent: Like, you read this book-- 'cause he has this example of, like, Honda. They were making motor scooters for kids, and no one was paying attention to them, and so they, when they started making cars, they had this advantage 'cause they co...
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All right, so I, I wanna jump ahead a, a little because in the late nineties, NVIDIA developed a new technology called parallel computing, and this basically gave your chips the ability to perform multiple calculations at the same time, multiple tasks, right? But this was another gamble 'cause I think a lot of other co...
customer: Yeah. agent: Like, you read this book-- 'cause he has this example of, like, Honda. They were making motor scooters for kids, and no one was paying attention to them, and so they, when they started making cars, they had this advantage 'cause they could really scale quickly and get out there. And you read this...
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Um, uh, during that time, there were all kinds of different processors being created and, um, people were trying to come up with new ways of doing computation. And then we realized that computer graphics, it was just beautiful, but the world was static. It was hard to create beautiful and immersive worlds. And so you r...
agent: Like, you read this book-- 'cause he has this example of, like, Honda. They were making motor scooters for kids, and no one was paying attention to them, and so they, when they started making cars, they had this advantage 'cause they could really scale quickly and get out there. And you read this book, and you w...
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https://rss.art19.com/ep…00762e86fb433970
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Mm-hmm
customer: Uh, the single most important thing about technology is the moment it becomes good enough. When you overserve the market, you're ready for disruption. In fact, at the NVIDIA journey, every single step of the way, we were always the disruptor. So I think the, the larger lesson of Clayton Christensen is really ...
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... that virtual world so that, you know, waters would flow and, you know-
agent: All right, so I, I wanna jump ahead a, a little because in the late nineties, NVIDIA developed a new technology called parallel computing, and this basically gave your chips the ability to perform multiple calculations at the same time, multiple tasks, right? But this was another gamble 'cause I think a lot of o...
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Yeah
customer: Um, uh, during that time, there were all kinds of different processors being created and, um, people were trying to come up with new ways of doing computation. And then we realized that computer graphics, it was just beautiful, but the world was static. It was hard to create beautiful and immersive worlds. An...
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... leaves would blow in the wind and explosions would look like explosions and, and so we would, we would try to use the processor, which was incredibly parallel, to express, you know, the types of algorithms that represent real-time physics today. And so that was really the beginning of our journey down that world of...
agent: Mm-hmm customer: ... that virtual world so that, you know, waters would flow and, you know- agent: Yeah
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You could do multiple things. I mean-
customer: ... that virtual world so that, you know, waters would flow and, you know- agent: Yeah customer: ... leaves would blow in the wind and explosions would look like explosions and, and so we would, we would try to use the processor, which was incredibly parallel, to express, you know, the types of algorithms tha...
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Lots-- Yeah
agent: Yeah customer: ... leaves would blow in the wind and explosions would look like explosions and, and so we would, we would try to use the processor, which was incredibly parallel, to express, you know, the types of algorithms that represent real-time physics today. And so that was really the beginning of our jour...
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... 'cause you were thinking, "Okay, this could be used by game designers," maybe in the film industry, which it eventually would be. But still, it was like you were thinking beyond people playing video games on their consoles or on their PCs.
customer: ... leaves would blow in the wind and explosions would look like explosions and, and so we would, we would try to use the processor, which was incredibly parallel, to express, you know, the types of algorithms that represent real-time physics today. And so that was really the beginning of our journey down tha...
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We would use it for fluid dynamics and-
agent: You could do multiple things. I mean- customer: Lots-- Yeah agent: ... 'cause you were thinking, "Okay, this could be used by game designers," maybe in the film industry, which it eventually would be. But still, it was like you were thinking beyond people playing video games on their consoles or on their PCs.
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Yeah
customer: Lots-- Yeah agent: ... 'cause you were thinking, "Okay, this could be used by game designers," maybe in the film industry, which it eventually would be. But still, it was like you were thinking beyond people playing video games on their consoles or on their PCs. customer: We would use it for fluid dynamics an...
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... image processing and-
agent: ... 'cause you were thinking, "Okay, this could be used by game designers," maybe in the film industry, which it eventually would be. But still, it was like you were thinking beyond people playing video games on their consoles or on their PCs. customer: We would use it for fluid dynamics and- agent: Yeah
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Yeah
customer: We would use it for fluid dynamics and- agent: Yeah customer: ... image processing and-
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Llama-3.3-70B-Instruct_20260713T143033Z
meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0279
... particle physics. And one of the areas that really caught my eye was the whole field of inverse physics or imaging, and two doctors at Mass General were using our graphics chips to do CT reconstruction. And it was during that time, um, other types of techniques for general purpose computing was coming along, uh, wh...
agent: Yeah customer: ... image processing and- agent: Yeah
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Llama-3.3-70B-Instruct_20260713T143033Z
meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0280
All right, so let's jump into this because you launched this project called CUDA or C-U-D-A, in roughly two thousand six. A-and to put this in, in very basic terms, CUDA is this platform that makes your graphics chips a lot more versatile, right? And originally, you thought this would be great for scientists and resear...
customer: ... image processing and- agent: Yeah customer: ... particle physics. And one of the areas that really caught my eye was the whole field of inverse physics or imaging, and two doctors at Mass General were using our graphics chips to do CT reconstruction. And it was during that time, um, other types of techniq...
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Llama-3.3-70B-Instruct_20260713T143033Z
meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0281
Yeah. And so you just go back to the inspiration that we had at the time that, that it could be used for a whole bunch of other types of general purpose computation, parallel computing nature computation, and image processing could be one of them. You know, there's a whole bunch of them in early experimentation, but no...
agent: Yeah customer: ... particle physics. And one of the areas that really caught my eye was the whole field of inverse physics or imaging, and two doctors at Mass General were using our graphics chips to do CT reconstruction. And it was during that time, um, other types of techniques for general purpose computing wa...
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Llama-3.3-70B-Instruct_20260713T143033Z
meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0282
Yeah.
customer: ... particle physics. And one of the areas that really caught my eye was the whole field of inverse physics or imaging, and two doctors at Mass General were using our graphics chips to do CT reconstruction. And it was during that time, um, other types of techniques for general purpose computing was coming alo...
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Llama-3.3-70B-Instruct_20260713T143033Z
meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0283
And so the only thing that really paid the bills was video games.
agent: All right, so let's jump into this because you launched this project called CUDA or C-U-D-A, in roughly two thousand six. A-and to put this in, in very basic terms, CUDA is this platform that makes your graphics chips a lot more versatile, right? And originally, you thought this would be great for scientists and...
2,224.858
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unknown
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Llama-3.3-70B-Instruct_20260713T143033Z
meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0284
You understood that the GPU could do something, lots of things, but that we just had, had not imagined those things yet.
customer: Yeah. And so you just go back to the inspiration that we had at the time that, that it could be used for a whole bunch of other types of general purpose computation, parallel computing nature computation, and image processing could be one of them. You know, there's a whole bunch of them in early experimentati...
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Llama-3.3-70B-Instruct_20260713T143033Z
meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0285
Yeah, we, we knew of some things. A- and during that time, I was constantly looking for algorithms that required parallel computing. I was always looking for algorithms that somehow only ran on supercomputers, but if we could just figure out a way to bring it into a personal computer, its exposure or its ability to rea...
agent: Yeah. customer: And so the only thing that really paid the bills was video games. agent: You understood that the GPU could do something, lots of things, but that we just had, had not imagined those things yet.
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Llama-3.3-70B-Instruct_20260713T143033Z
meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0286
I'm trying to understand because basically from two thousand and six to two thousand and twelve, your stock price was just either collapsing at times or wasn't moving. Uh, you had to refund hundreds of millions of dollars to people who didn't like the processors, and still there was this conviction in continuing down t...
customer: And so the only thing that really paid the bills was video games. agent: You understood that the GPU could do something, lots of things, but that we just had, had not imagined those things yet. customer: Yeah, we, we knew of some things. A- and during that time, I was constantly looking for algorithms that re...
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Llama-3.3-70B-Instruct_20260713T143033Z
meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0287
Well, that's, that's when CEOs have to be CEOs. We believed on first principles this should be quite useful, and I had to believe that it's quite useful. Now the question is what's the strategy for creating this new architecture for computing that everybody would be able to enjoy? And the problem with computer architec...
agent: You understood that the GPU could do something, lots of things, but that we just had, had not imagined those things yet. customer: Yeah, we, we knew of some things. A- and during that time, I was constantly looking for algorithms that required parallel computing. I was always looking for algorithms that somehow ...
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Llama-3.3-70B-Instruct_20260713T143033Z
meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0288
Mm.
customer: Yeah, we, we knew of some things. A- and during that time, I was constantly looking for algorithms that required parallel computing. I was always looking for algorithms that somehow only ran on supercomputers, but if we could just figure out a way to bring it into a personal computer, its exposure or its abil...
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Llama-3.3-70B-Instruct_20260713T143033Z
meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0289
And if your install base is not large enough, it doesn't attract software developers because developers wanna program on large install-based computers like iPhone and PC-
agent: I'm trying to understand because basically from two thousand and six to two thousand and twelve, your stock price was just either collapsing at times or wasn't moving. Uh, you had to refund hundreds of millions of dollars to people who didn't like the processors, and still there was this conviction in continuing...
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Llama-3.3-70B-Instruct_20260713T143033Z
meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0290
Yeah
customer: Well, that's, that's when CEOs have to be CEOs. We believed on first principles this should be quite useful, and I had to believe that it's quite useful. Now the question is what's the strategy for creating this new architecture for computing that everybody would be able to enjoy? And the problem with compute...
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Llama-3.3-70B-Instruct_20260713T143033Z
meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0291
... and, and so the problem is, even though we believed that this architecture was gonna be incredible, that CUDA was going to be everywhere or could be everywhere, how do you get it everywhere? And if you don't get it everywhere, how do you attract a developer? And if you had no developers, who would write the killer ...
agent: Mm. customer: And if your install base is not large enough, it doesn't attract software developers because developers wanna program on large install-based computers like iPhone and PC- agent: Yeah
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meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0292
Yeah.
customer: And if your install base is not large enough, it doesn't attract software developers because developers wanna program on large install-based computers like iPhone and PC- agent: Yeah customer: ... and, and so the problem is, even though we believed that this architecture was gonna be incredible, that CUDA was...
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Llama-3.3-70B-Instruct_20260713T143033Z
meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0293
And let's have GeForce carry on its back CUDA to every single computer in the world. Now, of course, by doing so, our gross margins would go from bad to horrible. Uh, okay, well let's get past that. Let's not worry about the fact that our-
agent: Yeah customer: ... and, and so the problem is, even though we believed that this architecture was gonna be incredible, that CUDA was going to be everywhere or could be everywhere, how do you get it everywhere? And if you don't get it everywhere, how do you attract a developer? And if you had no developers, who w...
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Llama-3.3-70B-Instruct_20260713T143033Z
meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0294
But it was gonna be years.
customer: ... and, and so the problem is, even though we believed that this architecture was gonna be incredible, that CUDA was going to be everywhere or could be everywhere, how do you get it everywhere? And if you don't get it everywhere, how do you attract a developer? And if you had no developers, who would write t...
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Llama-3.3-70B-Instruct_20260713T143033Z
meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
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I know. Well, you never think that it's-- nobody ever thinks it's that long. And I thought it was gonna be next year it's gonna be okay, and then next year it's gonna be okay, and next year it's gonna be okay. But nonetheless, the cost was incredible in carrying CUDA, and we couldn't charge anybody for it.
agent: Yeah. customer: And let's have GeForce carry on its back CUDA to every single computer in the world. Now, of course, by doing so, our gross margins would go from bad to horrible. Uh, okay, well let's get past that. Let's not worry about the fact that our- agent: But it was gonna be years.
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Llama-3.3-70B-Instruct_20260713T143033Z
meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0296
Right.
customer: And let's have GeForce carry on its back CUDA to every single computer in the world. Now, of course, by doing so, our gross margins would go from bad to horrible. Uh, okay, well let's get past that. Let's not worry about the fact that our- agent: But it was gonna be years. customer: I know. Well, you never th...
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Llama-3.3-70B-Instruct_20260713T143033Z
meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
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And so we gave it away. Meanwhile, we started up programs to reach out to every single university. We evangelized CUDA. We flew everywhere around the world to pitch CUDA, uh, whenever you can. Meanwhile, GeForces were taking CUDA out to the world.
agent: But it was gonna be years. customer: I know. Well, you never think that it's-- nobody ever thinks it's that long. And I thought it was gonna be next year it's gonna be okay, and then next year it's gonna be okay, and next year it's gonna be okay. But nonetheless, the cost was incredible in carrying CUDA, and we ...
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Llama-3.3-70B-Instruct_20260713T143033Z
meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0298
Yeah.
customer: I know. Well, you never think that it's-- nobody ever thinks it's that long. And I thought it was gonna be next year it's gonna be okay, and then next year it's gonna be okay, and next year it's gonna be okay. But nonetheless, the cost was incredible in carrying CUDA, and we couldn't charge anybody for it. ag...
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Llama-3.3-70B-Instruct_20260713T143033Z
meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0299
And so the hope was that someday some software company or some researcher, or hopefully a lot of them, eventually would know how to use CUDA and they would take advantage of it because it's sitting right there on GeForce.
agent: Right. customer: And so we gave it away. Meanwhile, we started up programs to reach out to every single university. We evangelized CUDA. We flew everywhere around the world to pitch CUDA, uh, whenever you can. Meanwhile, GeForces were taking CUDA out to the world. agent: Yeah.
2,453.498
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Llama-3.3-70B-Instruct_20260713T143033Z
meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0300
Was there ever any thought in your mind that maybe we're too early? We, we might be the ones who actually make this revolutionary technology, but we might not be the ones to bring it to the promised land.
customer: And so we gave it away. Meanwhile, we started up programs to reach out to every single university. We evangelized CUDA. We flew everywhere around the world to pitch CUDA, uh, whenever you can. Meanwhile, GeForces were taking CUDA out to the world. agent: Yeah. customer: And so the hope was that someday some s...
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Llama-3.3-70B-Instruct_20260713T143033Z
meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0301
Yeah, all the time. But that's, you know... Then there was nine hundred other smart strategies and, you know, the list of new ideas that we came up with to keep the company alive and, you know, successful for just another few more days, and it was countless.
agent: Yeah. customer: And so the hope was that someday some software company or some researcher, or hopefully a lot of them, eventually would know how to use CUDA and they would take advantage of it because it's sitting right there on GeForce. agent: Was there ever any thought in your mind that maybe we're too early? ...
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meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0302
Hmm.
customer: And so the hope was that someday some software company or some researcher, or hopefully a lot of them, eventually would know how to use CUDA and they would take advantage of it because it's sitting right there on GeForce. agent: Was there ever any thought in your mind that maybe we're too early? We, we might ...
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meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0303
And so you're solving the problem both in making sure that you stay alive long enough to proliferate this technology everywhere, looking for every possible way. You're making it easier and easier for people to use this technology. You're teaching people to do it. You're talking to software developers and you're saying,...
agent: Was there ever any thought in your mind that maybe we're too early? We, we might be the ones who actually make this revolutionary technology, but we might not be the ones to bring it to the promised land. customer: Yeah, all the time. But that's, you know... Then there was nine hundred other smart strategies and...
2,497.638
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Llama-3.3-70B-Instruct_20260713T143033Z
meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
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And were live-- I mean, but were enough people adopting it to make it seem viable?
customer: Yeah, all the time. But that's, you know... Then there was nine hundred other smart strategies and, you know, the list of new ideas that we came up with to keep the company alive and, you know, successful for just another few more days, and it was countless. agent: Hmm. customer: And so you're solving the pro...
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meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
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GeForce kept the lights on.
agent: Hmm. customer: And so you're solving the problem both in making sure that you stay alive long enough to proliferate this technology everywhere, looking for every possible way. You're making it easier and easier for people to use this technology. You're teaching people to do it. You're talking to software develop...
2,531.318
2,533.088
customer
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meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0306
Yeah.
customer: And so you're solving the problem both in making sure that you stay alive long enough to proliferate this technology everywhere, looking for every possible way. You're making it easier and easier for people to use this technology. You're teaching people to do it. You're talking to software developers and you'...
2,533.088
2,533.088
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Llama-3.3-70B-Instruct_20260713T143033Z
meta-llama/Llama-3.3-70B-Instruct
https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0307
And just didn't do it very well. You know, we were always under pressure because unlike other com-- our competitors, they didn't have to carry CUDA on its back. GeForce carried CUDA on its back for literally twenty-five years now.
agent: And were live-- I mean, but were enough people adopting it to make it seem viable? customer: GeForce kept the lights on. agent: Yeah.
2,533.088
2,545.058
customer
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https://rss.art19.com/ep…00762e86fb433970
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And people were using this product and not even knowing what it could do.
customer: GeForce kept the lights on. agent: Yeah. customer: And just didn't do it very well. You know, we were always under pressure because unlike other com-- our competitors, they didn't have to carry CUDA on its back. GeForce carried CUDA on its back for literally twenty-five years now.
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https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0309
Not one day.
agent: Yeah. customer: And just didn't do it very well. You know, we were always under pressure because unlike other com-- our competitors, they didn't have to carry CUDA on its back. GeForce carried CUDA on its back for literally twenty-five years now. agent: And people were using this product and not even knowing wha...
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https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0310
Yeah.
customer: And just didn't do it very well. You know, we were always under pressure because unlike other com-- our competitors, they didn't have to carry CUDA on its back. GeForce carried CUDA on its back for literally twenty-five years now. agent: And people were using this product and not even knowing what it could do...
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https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0311
It was just all sitting there, except for the scientists, except for researchers in universities that, that heard about CUDA and said, "Oh, all you have to do is go buy GeForce?"
agent: And people were using this product and not even knowing what it could do. customer: Not one day. agent: Yeah.
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https://rss.art19.com/ep…00762e86fb433970
https://rss.art19.com/ep…e86fb433970_0312
But then at this point, I mean, everything was about to change for NVIDIA because in the early two thousand tens, a group of researchers in Toronto bought two NVIDIA gaming GPUs, right? Or GeForces. Uh, they plugged them into a computer in a bedroom, and then they trained a neural network to recognize images Way better...
customer: Not one day. agent: Yeah. customer: It was just all sitting there, except for the scientists, except for researchers in universities that, that heard about CUDA and said, "Oh, all you have to do is go buy GeForce?"
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