00:00I'm happy to see you. You too, man. I missed you. I'm gonna teach you about a little company called
00:05NVIDIA
00:06Okay, have you heard of NVIDIA? Yeah, I don't know what it is, but I've heard of it. What have
00:11you heard about it?
00:12It's like new
00:17You know
00:18Yeah, maybe kind of ish. Well to that I'll say they were founded in 1993
00:24Not new three guys Jensen Huang. Ah
00:29Is it Wang or Huang?
00:31H-U-A-N-G. Oh, I was thinking Wang. Wang is underused for dick. It might be Wang. All
00:37right, yeah
00:37I'm embarrassed. I don't know. The reason I'm teaching about this is because I realized I don't know that much
00:43about NVIDIA
00:43So I wanted to learn about it so that I can impart that knowledge to you. Perfect. This is a
00:48bit of a selfish lesson
00:49Okay, because I wanted to learn about this. Yeah, Wang. It might be Wang. Yeah, Wang Theater. What do you
00:55think the company is worth?
00:56A couple bill? Try again. A couple trill
00:59Correct. Yeah
01:014.2 trillion
01:03Yeesh!
01:04Dollars. How?
01:06They are the absolute gold standard in GPUs
01:12Graphics processing units
01:16Units
01:16Well done
01:17But initially
01:19That was their bread and butter
01:21Were these graphics processing units
01:23A couple GPUs
01:25And they were a big video gaming company
01:27Yeah, I know GPUs
01:29You do?
01:29I mean I play video games. I've heard of them
01:31Wow
01:32Yeah, the big things you put in your computer stand
01:34That might be right
01:35I mean I'm sure now it's this sort of like
01:40It's a computer chip, right?
01:41Yeah
01:42Yeah, so it
01:43What I said
01:44Well, you said a big thing
01:46Like the little green motherboards
01:50You know better than I do
01:51I do
01:51Yeah
01:52I do
01:52Yeah, you do. I want to let you have this
01:54Yeah
01:55Because I don't know
01:55I don't know
01:57Okay
01:58I'm just bullshitting
01:59That's fine
01:59We'll go with
02:00We'll do both of our versions
02:01Alright, yeah, yeah, yeah
02:02So, 1993
02:03They make this company
02:05In Silicon Valley
02:06Or Santa Clara
02:08California
02:08Yeah, yeah, yeah, yeah
02:09That area
02:09Yeah, tech
02:10Big tech
02:12Big tech
02:12Those guys
02:14Uber
02:14Facebook
02:15Geico
02:16I don't know about that
02:19I don't know if Geico is headquartered in Silicon Valley
02:22Who can be sure?
02:23Nobody knows for sure
02:24Continue
02:25Yeah, yeah, yeah
02:25Silicon Valley
02:26That they were making these chips
02:28And they were doing big graphics processing stuff
02:31The company has evolved immensely since then
02:34And nobody had really talked that much about them, I don't think
02:38Until the last handful of years
02:40When these GPUs became the most vital piece in the AI race
02:47So that's where we're at
02:49And that's why we're talking about it
02:51Autonomous vehicles
02:52I just was in one
02:54You were?
02:55Didn't like it
02:55You didn't?
02:56I mean, it was cool
02:57It's cool for women
02:59Because they're safer?
03:00Because they're safer?
03:00Yeah, they're safer, I believe
03:01Mm-hmm
03:02But for men
03:03That's just freaky
03:04Mm-hmm
03:07You know?
03:08But their chips are used in that
03:10Yeah
03:10But they're used in so much
03:12Okay
03:12They're used in, you know, teaching chat GPT how to translate a language or all kinds of stuff
03:20Makes no sense
03:21Makes no sense
03:22None
03:22Their valuation, the amount of money that this company is worth has gone from, whatever, billions to trillions
03:30Because of the belief that AI is so much the next frontier of all technology
03:37The other big thing is that, you know, they make the microprocessor chips
03:41Ah, microprocessors
03:43Yeah, you know those?
03:44Departed
03:45Oh
03:46Microprocessors
03:48Microprocessors
03:49Microprocessors are vital to every piece of production
03:53Yeah
03:54From cars to factories to everything
03:58Taiwan is the world's largest producer of microprocessors, I think
04:04Yeah, yeah they are
04:05Right?
04:05Yeah
04:05And with China eyeing and posturing as though they will take Taiwan back with it would go all of the
04:16microprocessors
04:17Oh shit, so they just run the microprocessor game
04:19They do
04:21But, NVIDIA is getting into the microprocessor game
04:24So this would provide our own homegrown microprocessor supply
04:30Okay
04:30Which would make us less reliant theoretically on Taiwan
04:33On China and Taiwan
04:34And then therefore maybe having China take Taiwan less necessary for us to respond militarily
04:41Would they militarily take Taiwan?
04:43Yeah they would
04:44China would?
04:44Yeah
04:44That seems unfair
04:46They'll just take it
04:47Just let them fucking chill and make their processors
04:50Well, it's a very valuable resource to the world
04:53That sounds like a potential World War 3
04:55Could be a real problem
04:56Not great
04:56Yeah
04:57I'm all set
04:58But let's cross our fingers
04:59You know?
05:00Oh shit, that's not
05:02That was
05:03You don't have that?
05:04It kind of just like was eye-opening that it's tough to cross my finger
05:08I bet your fingers are swollen
05:09Sausage fingers
05:10Lot of salt in your diet
05:12Yeah, that was an eye-opening moment
05:13Yeah, you can't
05:14I had to use my hand
05:15To cross them
05:16To cross my finger
05:17That's not great
05:18They used to call me sausage fingers actually
05:20That's disgusting
05:21My buddies
05:22And sewer rat
05:23And human stain
05:24Oh
05:25A couple of people used to call me a human stain
05:27Dear God, Dana
05:28Yeah, it's a movie
05:30And they were like, let's watch that
05:31That's you
05:32Human stain
05:34Well
05:35Yeah, sausage fingers
05:36I had the whole
05:37I had the whole gimlet
05:39Of stuff
05:40What do you mean the whole gimlet?
05:42The whole gimlet of nicknames
05:43Are you talking about the whole gauntlet?
05:46The gamut?
05:47The gamut?
05:48Gamut
05:49A gimlet is a drink
05:52Gin
05:55Gamut
05:56Gamut
05:57Yeah
05:57I had the whole gamut of nicknames
05:59Oh, fair enough
06:00Yeah
06:00Alright
06:01What the fuck's a gimlet?
06:03A gimlet is a
06:04Did I see that on a menu somewhere?
06:05It's a drink, it's a cocktail, yeah
06:07Ah
06:07Anyway, that's why NVIDIA is very important to American interests
06:10But also
06:11We
06:12I don't know how much they are building out their own manufacturing arm of
06:17Semiconductors and microchips and all that
06:19Yeah
06:19I suspect that they are
06:21Because we really need them to do that
06:23We do
06:23And I think it takes a lot of
06:26Manpower
06:27Processing power
06:27Man and processing power
06:29Probably like
06:30Wind farms and all like cooling shit and all that stuff
06:33Water
06:34Maybe
06:34Yeah, probably all that
06:35We're guessing now
06:37We are
06:37I always have been
06:39Yeah
06:40Always will
06:41Normally I'm trying to give you more facts but
06:44This is a big one
06:45This is a big time
06:46It's all good
06:46That's NVIDIA
06:47Thanks brother
06:47Appreciate it
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