Clay and Tae Kim discuss The Nvidia Way, which highlights Nvidia's role in the generative-AI revolution. Since the IPO in 1999, shares of Nvidia are up by 285,000%, which is a compounded return of 37% per year. Tae Kim, a senior technology writer at Barron’s, interviewed over one hundred people, including Jensen and his co-founders, to uncover Nvidia’s story. IN THIS EPISODE YOU’LL LEARN: 0:00:00 - Intro 0:00:52 - Research process 0:05:32 - Meeting Jensen Huang 0:09:22 - Nvidia’s culture 0:15:46 - Jensen’s will to win 0:20:13 - Nvidia’s early years 0:31:45 - Inventing the GPU market 0:37:46 - Nvidia’s moat 0:43:43 - Betting big on AI 0:47:29 - The Big Bang & ChatGPT 0:51:53 - The AI race won’t be close 0:54:53 - Jensen’s long-term vision 0:56:48 - Management style 1:02:14 - DeepSeek announcement 1:07:31 - The Nvidia Way 1:09:13 - Outro 🤝 Network with like-minded value investors and get new stock ideas by joining the TIP Mastermind Community. https://www.theinvestorspodcast.com/mastermind/ 📊 Add the Fundrise Flagship Fund to your portfolio in just minutes and with as little as $10. http://fundrise.com/wsb ✍️ Get your paper tablet at reMarkable.com today. https://remarkable.com/?utm_source=podcast&utm_medium=paid&utm_campaign=westudybillionaires|remarkableaudio2025&utm_term=a&utm_content=marchread 💰Click here to download your FREE guide to Stop Worrying About Your Finances In 4 Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ ▶️ RELATED EPISODES: - Market Cycles, Value Investing, & Nvidia w/ Rob Arnott: https://youtu.be/UqMP6AeZQA4 - Investing in Exceptional Businesses for the Long Run w/ Dev Kantesaria: https://youtu.be/nt5jnCCW2iM - The Future of AI w/ Former Microsoft Executive & CEO of Snowflake, Bob Muglia: https://youtu.be/twsE-sjsWiY - Big Tech Stocks w/ Adam Seessel: https://youtu.be/pM4TvywfNgg - Current Market Conditions & The Global AI Race w/ Richard Duncan: https://youtu.be/ySCM2Ebu-0c 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP 🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com/episodes/the-nvidia-way-w-tae-kim/ 📖 BOOK MENTIONED: - The Nvidia Way: Jensen Huang and the Making of a Tech Giant by Tae Kim: https://amzn.to/41m6azc Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀 ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ABOUT OUR SHOW 🎙 On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market. 🌍 Website: https://www.theinvestorspodcast.com/we-study-billionaires/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ 📚OUR FREE INVESTING COURSES/RESOURCES https://www.theinvestorspodcast.com/tip-academy/ 📊TRY OUR STOCK INVESTING TOOL: TIP FINANCE https://www.theinvestorspodcast.com/tip-finance/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.