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July 30, 2026
Nvidia Part I: The GPU Company (1993-2006)
Acquired · Ben Gilbert and David Rosenthal · 119 min
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.