The best companies are those that continuously reinvent themselves, as seen with Nvidia's shift from gaming to AI, which has driven its current success.

Nvidia's culture is designed to adapt and evolve its software libraries for new applications in high-performance computing, which is a stark contrast to Google's service-oriented approach.

NVIDIA's strategy focuses on being developer-first, prioritizing the needs of developers and the computing platform over merely selling chips.

Conventional wisdom in investing is often wrong; for example, many believed there was no money in the internet before Netscape, or in software before Microsoft.

Nvidia's biggest customers are major tech companies spending heavily on AI, and DeepSeek's models could change their spending patterns.

When starting Nvidia, we had to convince venture capitalists of the potential market size for our technology, which was initially perceived as zero.

Gaming the system may work in big companies, but in startups, it doesn't; you can't trick users, only provide what they want.

Nvidia became the most valuable company in the world, highlighting the significant investment in AI infrastructure.

Nvidia's key advantage lies in its integrated solution, which includes networking with InfiniBand, CUDA software, and a developer-friendly experience, allowing AI researchers to effectively program GPU clusters as a unified system.