WILL THE MOAT PERSIST?

EPISODE BRIEF — EP. 159 · WILL THE MOAT PERSIST?
Guest: Jensen Huang · Published: 05.03.2025 · Duration: 1:20:00

【OVERVIEW】
A pointed interrogation of NVIDIA's position: how durable CUDA really is, what happens when the largest customers design their own silicon, and Jensen Huang's own account of where the company would be most vulnerable.

【KEY TAKEAWAYS】
1. What the moat is actually made of
2. Custom silicon and the hyperscaler threat
3. Margins, cycles and the memory of past crashes
4. Where he would attack NVIDIA

【CHAPTERS】
00:00 — What the moat is actually made of
20:00 — Custom silicon and the hyperscaler threat
45:00 — Margins, cycles and the memory of past crashes
1:05:00 — Where he would attack NVIDIA

【TOPICS】NVIDIA · CUDA · Competition · Data Centers · Economics

【WATCH】https://thedaopod.com/episodes/ep-159-jensen-huang-on-nvidias-moat