TIP704: The Nvidia Way w/ Tae Kim

TIP704:NVIDIA之道与Tae Kim

We Study Billionaires - The Investor’s Podcast Network

教育

2025-03-07

1 小时 10 分钟
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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. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. 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. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Netsuite SimpleMining CFI Education Unchained Hardblock Found Fintool The Bitcoin Way Shopify Vanta Onramp PrizePicks TurboTax Fundrise HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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  • You're listening to tip.

  • On today's episode, I'm joined by Tae Kim to discuss his new book, the Nvidia Wave, which outlines the making of one of the greatest tech businesses in the world.

  • Tae Kim is a senior technology writer at Barron's and probably understands this business.

  • As well as anybody.

  • Since the IPO in 1999, shares of Nvidia are up an astounding 285,000% and which is a compounded annual return of 37% per year.

  • Nvidia is the darling of the age of artificial intelligence as its chips are powering the generative AI revolution and demand is insatiable in an industry that has served constant turmoil and failure to the companies participating.

  • Nvidia is the only graphics company to have survived from the 1990s under the leadership of Jensen Huang, who's the heart and soul of the company.

  • To understand Nvidia's brilliant story, Tay interviewed more than 100 people who were involved in their journey, including Jensen and himself, his two co founders, VC investors, and current senior executives and managers.

  • During this episode, we discussed the unique culture of Nvidia and how they're able to prevent office politics from creeping in Jensen's intense desire to succeed at all costs, how Jensen has prepared Nvidia to dominate the AI revolution, how Nvidia essentially invented the GPU market, why Jensen has 60 managers reporting to him while the typical company their size might have a handful, and much more.

  • I thoroughly enjoyed reading this book and bringing Tay on the show, so I really hope you enjoy our discussion as well.

  • Since 2014 and through more than 180 million downloads, we've studied the financial markets and read the books that influence self.

  • Made billionaires the most.

  • We keep you informed and prepared for the unexpected.

  • Now for your host Play Think.

  • Welcome to the Investors Podcast.

  • I'm your host Clay Fink and on today's episode I'm happy to welcome Tay Kim to the show.

  • Tay, it's so great to have you here.

  • Great to be here Clay.

  • So I just read your new book, it's the Nvidia Way.

  • So congratulations on writing this wonderful book.