What the top podcasts are saying about Nvidia.
Nvidia came up in 29 of 157 episodes (18%) in the four weeks to Nov 8, about the same share as in the earlier weeks (20%).
Share of episodes, four weeks at a time
The 29 episodes behind the newest bar
- Never Doubted, Back Up, Jobs Boom, Hedge Funds Explode, Cybertruck ScrappedTBPN · week ending Nov 8 · said it twice
- Politics 101, Prediction Markets Win, Apoorva on Instacart's Acq, FOGO, Alex Spiro JoinsTBPN · week ending Nov 8 · said it 5 times
- The $300 Billion Structured Notes Market Is BoomingOdd Lots · week ending Nov 8 · said it twice
- Tokenization, Agentic Trading, Harmonic: Robinhood's Mission to Expand Ownership with CEO…No Priors · week ending Nov 8 · said it twice
- Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, AltimeterLatent Space · week ending Nov 8 · said it 6 times
- Mini Brains, Beating Heart Organoids, and the AI That Predicts Them — Fabian Theis, Helmh…Latent Space · week ending Nov 8 · said it twice
- 2026 Election Night Livestream with the Besties!All-In Podcast · week ending Nov 8 · said it twice
- Midterm Blood Bath, $4T AI Sell Off, Data Center Freeze, What’s Next for TrumpAll-In Podcast · week ending Nov 8 · said it twice
- Modal CEO: Has Open-Source LLM Inference Peaked? | What Happens to the Cost of Compute20VC with Harry Stebbings · week ending Nov 8 · said it 14 times
- Chip Wars, Unstoppable Brick V Immovable Snow, Ice Cube Joins, Jared Allen Talks CurlingTBPN · week ending Nov 1 · said it 6 times
- Pro and Tell, The Gurmanator Joins, New Google Models, Open Weight Demand, Joe's MonkeysTBPN · week ending Nov 1 · said it 5 times
- $ANT, Yasmin 🐐, Sneaky Qwen, Samsung Controversy, IGTVTBPN · week ending Nov 1 · said it twice
- Anthropic S-1 Shocker, Greatest Business Ever? Google’s $500B Wipeout, Midterm PredictionsAll-In Podcast · week ending Nov 1 · said it 5 times
- Instinct Worth 30BN? | Microsoft Cuts 27,000 Jobs While Meta Taps Equity Markets for $95B…20VC with Harry Stebbings · week ending Nov 1 · said it 3 times
- Don Wilson on the GPU Market's Trillion Dollar QuestionOdd Lots · week ending Oct 25 · said it 5 times
- The New Apex Predator: CrowdStrike CEO George Kurtz on Adversaries Armed With AI AgentsNo Priors · week ending Oct 25 · said it twice
- Why AI Compute Comes in Rectangles — Erik Bernhardsson, ModalLatent Space · week ending Oct 25 · said it 13 times
- The Programmable Data Center — Evan Conrad, SF ComputeLatent Space · week ending Oct 25 · said it 5 times
- What will computer chips look like in 2045?Dwarkesh Podcast · week ending Oct 25 · said it 3 times
- The New VC Game | CoreWeave Sell-Off Creates Panic | Revenue Multiples Out of Control20VC with Harry Stebbings · week ending Oct 25 · said it 7 times
- Inference Will Be $10TRN Market: What No One Sees | Software Investors are F***ed | Navee…20VC with Harry Stebbings · week ending Oct 25 · said it 3 times
- Muse Wonder, Anjney Sizes Up, Neal Stephenson Joins, Social Reckoning Review, Eli Manning…TBPN · week ending Oct 18 · said it 3 times
- SELL EVERYTHING (Including Your Dollars), PPI God Candle, Lee Jae Myung Says "We Must Liv…TBPN · week ending Oct 18 · said it 7 times
- Jeff Yan's Plan to Bring the Entire Financial Industry Onto HyperliquidOdd Lots · week ending Oct 18 · said it 8 times
- Visiting Taiwan w/ Jensen Huang | Lex FridmanLex Fridman Podcast · week ending Oct 18 · said it 12 times
- Robots That Predict the Future: Dyna-2 & Physical AI — Jason Ma, Dyna RoboticsLatent Space · week ending Oct 18 · said it 4 times
- Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught HimAll-In Podcast · week ending Oct 18 · said it 7 times
- CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates DoomerAll-In Podcast · week ending Oct 18 · said it 7 times
- Valar Atomics Sues Day One Ventures | Meta's Back to the AI Frontier | NVIDIA's $30B Refl…20VC with Harry Stebbings · week ending Oct 18 · said it 8 times
What the shows said about Nvidia
Key takeaways from our write-ups that name it, newest first, no more than two from one show. Each links to the full write-up.
An Nvidia Grace Blackwell system weighs roughly two tons, meaning smugglers cannot rely on covert luggage runs; they rely on falsified shipping manifests.
Smuggling Two-Ton Nvidia Racks into China · Odd Lots · week ending Nov 15Nvidia changed its accounting to report revenue by customer headquarters rather than physical shipping drop points, obscuring chip deliveries to logistical pass-through hubs like Singapore and Malaysia.
Stacy Rasgon on Nvidia, Smuggling, and China Sales · Odd Lots · week ending Nov 15Jason Lemkin argues that Jensen Huang deserves a Steve Jobs-style pass from federal regulators because American AI infrastructure depends entirely on Nvidia.
Nvidia Cannot Escape Federal Scrutiny Over China GPU Access · 20VC with Harry Stebbings · week ending Nov 15Arm CEO Rene Haas and CUDA creator Ian Buck are the two primary candidates to step into Nvidia's chief executive seat.
Tae Kim on Who Can Actually Replace Jensen Huang · TBPN · week ending Nov 15Dylan Patel warns that Nvidia faces paralysis because committee rule replaces Jensen Huang's unilateral speed on technical bets and TSMC wafer allocations.
Dylan Patel on Nvidia After Jensen Huang · TBPN · week ending Nov 15Chamath Palihapitiya estimates that freezing Nvidia's financing operations could slice 50 to 150 basis points off overall US economic growth.
Freezing the Bank of Nvidia Risks 150 Basis Points of US Growth · All-In Podcast · week ending Nov 15Data centers that pair GPUs like Nvidia Vera Rubin with SRAM chips like Groq face severe utilization mismatches when AI workloads shift.
Why Mixed AI Chip Fleets Will Strand Capital · 20VC with Harry Stebbings · week ending Nov 15AI hardware flips this math: depreciation on graphics processing units like the Nvidia H100 runs 5 to 10 times higher than the electricity required to power them.
Why AI Data Centers Cannot Turn Off · Complex Systems · week ending Nov 1One dollar of Nvidia fabrication cost compounds into eighteen dollars of model software revenue as value stacks across hardware, compute clusters, and foundation models.
David Friedberg on AI Value Stack Economics · All-In Podcast · week ending Nov 1Hardware suppliers like Nvidia, Dell, and Super Micro fulfill server orders funded entirely by this debt, leaving neoclouds exposed if chip prices fall.
How NeoClouds Scale on Pre-Sold Compute and Wall Street Debt · Latent Space · week ending Oct 25
Earliest mentions in our archive
The first episode from each show that said it, oldest first. The matched words are marked.
“Microsoft did it. It's obviously what Nvidia did with Grock. Why are these deals happening? Well, if you just look…”
“…are expecting AI to commoditize software. There's a potentially naive way of thinking about things, which is: look, Nvidia sends a GDS2 file to TSMC. TSMC builds the logic dies, it builds the switches, then it packages them with the HBM…”
“…even like Anthropic, every $100 they make, 60 goes to Nvidia. Like you know, their their margins are public. It's…”
Replit CEO: Why Coding Models are Plateauing & Why the SaaS Apocalypse is Justified | Amj…
“…effectively what you do is you buy a bunch of chips from Nvidia and you're actually building out a system. So you…”
The AI Frontier and How to Spot Billion-Dollar Companies Before Everyone Else — Elad Gil
“…technology provider. It's kind of like uh you know what Nvidia does or what an AMD but we just don't do chips. We don't…”
The $15B Physical AI Company: Simulation, Autonomy OS, Neural Sim, & 1K Engineers—Applied…
“…they want, of course, tons and tons of Nvidia. um when you think about making a bet you know several years in the future…”
Baseten CEO Tuhin Srivastava on Custom Models, and Building the Inference Cloud
Most recent mentions
The newest episodes that count toward the chart, no more than two from one show.
“…and it's so impressive to see that it's even better than Nemotron from Nvidia. Yeah,…”
Never Doubted, Back Up, Jobs Boom, Hedge Funds Explode, Cybertruck Scrapped
“…default swaps. Even credit default swaps on some of the really big companies are starting to inch up. I mean, I hadn't seen anyone post a chart of Nvidia credit default swaps up until recently, but they're inching up just a little bit. There's clearly like, it's like the plane's like rattling at…”
“…trade derivatives on you know Google stock or Nvidia stock imprecise. Yeah.”
Tokenization, Agentic Trading, Harmonic: Robinhood's Mission to Expand Ownership with CEO…
“…only you know only winners are TSMC and uh Nvidia and ASM ML uh whatever in the supply chain stack.”
Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter
“…and so if you look at pre-market now or after hours on Nvidia and coreweave Nvidia's down 2% core Weeav's down 6%.”
Which shows say it
| Show | Last four weeks | All weeks counted |
|---|---|---|
| TBPN | 7 | 33 |
| 20VC with Harry Stebbings | 5 | 23 |
| All-In Podcast | 5 | 21 |
| Latent Space | 5 | 16 |
| Odd Lots | 3 | 5 |
| No Priors | 2 | 9 |
| Dwarkesh Podcast | 1 | 4 |
| Lex Fridman Podcast | 1 | 3 |
| Founders Podcast | 0 | 1 |
| How I AI | 0 | 1 |
| How I Built This | 0 | 1 |
| Invest Like the Best | 0 | 1 |
| Practical AI | 0 | 1 |
| The Tim Ferriss Show | 0 | 1 |
More trends
Episodes in the newest four weeks:
How we count. An episode counts when its transcript says “Nvidia” at least twice; plurals count too. We count a shortened re-upload of an episode we already have only once, and we skip the sponsor reads and show promos we can spot. A model marks them in every transcript and our code checks each mark against the words; we also skip the lines around phrases like “brought to you by” and any passage a show reads word for word in three or more episodes. The share is the counted episodes divided by all episodes from the tech, business and science shows we cover in the same four weeks, so a busy month of releases does not raise it by itself. The mix of shows does change from month to month, and one daily show can move a number. Weeks run Monday to Sunday, and the week in progress is left out until it ends. The chart starts with the week of March 30, 2026, when our archive became steady. A few older episodes can still appear under the earliest mentions, and some weeks have gaps. Transcripts are automatic captions, so we also match the spellings they use. The counts cover only the shows we summarize. Download the counts (JSON) or CSV.