@lexfridman: What is NVIDIA's "moat" against competitors? - CEO explains - clip from Lex Fridman Podcast #494 with Jensen Huang. Guest bio: Jensen Huang is the co-founder and CEO of NVIDIA, the world's most valuable company and the engine powering the AI computing revolution.

Lex Fridman
Lex Fridman
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Tuesday 24 March 2026 16:00:00 GMT
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giannis8360
GiannisP :
What is cuda?
2026-03-24 23:18:16
1
shootingruby
shooting-ruby :
i gotta stop engaging in your content because my algorithm is changing. im getting maths, bugs, tech and nvdia.
2026-05-25 14:15:54
1
iseekthetru1h
MG 9009 :
NVIDIA tech is amazing but there business model is so greedy, they being so expensive, I don't think people can afford there technology anymore.
2026-03-27 11:51:27
4
thinkloop
b :
when he says "install base" he means that he has lock-in with cuda since it is a platform upon which lots of other stuff is built - same moat that Windows has
2026-03-27 02:00:06
7
rhxhqjwbgifiwnrbfufjwoq
Peaoe ple :
This undermines all of nvidia projections, if he’s saying there most valuable product is IP, and we all know AI can recreate anything 😳😳
2026-03-28 19:49:10
2
artsinak
artsinak :
Developers, developers, developers!
2026-03-25 21:30:50
3
flying_wheel
Flying_Wheel :
his response are very technical.
2026-03-29 13:59:54
3
nusuntnormal
Dragos Catalin :
Exciting and scary. The future is here, but which future?
2026-03-25 04:24:45
15
sorca99
Marian Sorca :
Was it not previously: "We are an AI factory"
2026-03-25 04:46:20
7
bad.guy911turbos
Guy :
I’m shorting Nvidia it’s only a matter of time
2026-03-26 16:59:47
4
wolphje
wolph :
If that's the true answers then he's f*ed if you ask me. There are a few widely used bits of software that use Cuda internally, but if you patch those bits of software to work with a similar tech from a competitor than Cuda is no longer relevant.
2026-05-19 11:50:46
1
autoriot
Josh :
Microsoft is probably the only company comparable. Windows.
2026-04-09 03:06:24
0
user388447382992
user918374722837 :
he is really special
2026-05-23 23:35:09
0
amogusbass
rekajyrgalan :
I bought NVIDIA’s stocks yesterday
2026-04-30 08:58:01
0
aideveloperni
aideveloperni :
That’s why gpus just not worth upgrading anymore go amd
2026-03-25 05:11:41
1
david.n.anderson
David N Anderson :
My mental model is my billions of dollars. No company or product lasts ever. We live then we die.
2026-03-25 17:13:59
0
john_lmao_h
john :
Jensen is admirable
2026-03-27 04:19:40
0
thekarl2
the :
wow
2026-03-28 03:46:11
0
whomp.ai
whomp :
wild times! we watching
2026-03-29 17:37:43
0
ichregledas
ichregledas :
LOL
2026-04-23 20:48:39
0
mb88889
MB :
With AI Cuda is a drop in the pan.
2026-04-02 17:53:44
0
_isaacgitonga
Isaac G. :
All this time I've been thinking it's their data centre infrastructure.
2026-06-06 05:47:17
0
kojoland.eth
Kojoland.eth :
gigawatt thing
2026-03-25 17:39:50
0
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