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01

Acquired

Nvidia Part I: The GPU Company (1993-2006)

Ben Gilbert and David Rosenthal · 119 min

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Why it’s worth your time

Long before Nvidia became a trillion-dollar AI bellwether, it was a scrappy graphics chip company that nearly died more than once. Ben and David trace those near-collapses and the stubborn technical bets that eventually paid off, which makes today's AI boom look far less inevitable and far more earned. It's a masterclass in how founders survive years of being almost wrong.

Listen for this question

What does it take for a company to keep betting on a technology before the market is ready for it?

Best way to listen

Save it for a weekend when you can give it full attention.

After the episode

Appreciate how much luck and stubbornness shaped a company you now take for granted.

Who it’s for: Anyone interested in how technology companies actually survive their early years.

How we choose

One a day. That’s the whole idea.

  • Chosen by a human, not an algorithm.
  • Episodes, not podcasts.
  • Never sponsored.