5 Comments

It is not clear he is the engineering genius leader like Cray. He is a great engineer, but I think the secret to Nvidia is the dynamic organization capable of rapid iteration and supporting many geniuses. This X post provides some clues: https://twitter.com/danhockenmaier/status/1701608618087571787

Expand full comment

100% agree! That's a great link too. Part of the (not so hidden) subtext of this post was that he is more like Jobs, in many ways, than Cray, most obviously the showmanship! These two points sound quite a bit like Apple?

"(1) attracting amazing people, (2) keeping the team as small as it can be"

Expand full comment

Of all the comparisons he's heard, I'm sure Hendrix is among the better ones. ;-)

On the topic of intimidating interviews - Huang came to Haas in January 2023. It was the most packed I've ever seen our Spieker Forum. Two MBAs did the interview. I'm pretty sure one was a current NVIDIA employee, getting her evening MBA. So she got to interview her boss on stage. Talk about nerve-wracking! That was when he gave the "iPhone moment" analogy for ChatGPT and what it meant.

https://www.extremetech.com/computing/343069-nvidia-ceo-calls-chatgpt-the-iphone-moment-for-ai

Expand full comment

Hi Jon, Well, Jensen and Jimi would definitely be the ones I'd most want to go for a beer with!

I had no idea that Jensen had used the 'iPhone moment' analogy at Haas. I'll watch the video with huge interest. It must have been a memorable event. Thanks for sharing.

Expand full comment

As I wrote in 1998 if one wanted to break the WinTel monopoly, break the access monopolies (https://www.ivpcapital.com/archive#BustWintel). That partly happened with wifi/mobile/iOS 10 years later. So too, if one wants to break the NVIDIA monopoly break the platform and growing AI monopolies by implementing new open access models to information.

Expand full comment