jensen huang
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Marc Benioff, CEO of Salesforce did not miss a beat: “We’re all following you, bro.” Lol Benioff heads one of the most successful enterprise software companies. Dominating the market over the past 20 years and setting the pace for the industry. Now he’s at the mercy of agentic AI roadmap led by Nvidia. All enterprise…
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He outlines why the chipmaker is moving beyond just selling GPUs to financing the greatest infrastructure buildout in human history. It was quite a sight to see top finance ‘bros’ sharing a table with Jensen Huang, the driving force behind modern AI. Nvidia announced it is teaming up with private capital heavyweights including Apollo,…
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Jensen Huang is why we continue to hold Nvidia albeit a very small position now after delivering ~1,000% return to investors in three years. Jensen (CEO of Nvidia) on the Joe Rogan Experience, dropped one of the most incredible founder stories I’ve ever heard. It’s a masterclass in integrity, tough conversations, and strategic pivots. Back…