Who is on this subjectordered by the date of their first quote here
3 of 3 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 5 Feb 2026 — a date, and nothing else. It is not a claim about who reached a view first.
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Brad Gerstner
1
thin
28 Aug 2025 – 28 Aug 2025
-161 d
- Dylan Patel 2 thin 5 Feb 2026 – 9 Jul 2026 +0 d
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Gavin Baker
2
thin
8 Jul 2026 – 8 Jul 2026
+153 d
The chronologysourced and dated, oldest first
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Brad Gerstner
Gerstner cites Jensen Huang saying half of world's AI researchers are in China and innovating.
“Jensen Huang reminded us recently that 50% of the world's AI researchers are in China, and they're indeed innovating and not copying.”
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Dylan Patel
Patel explains Jensen fears specialized chips could undercut NVIDIA's margins if they only made general-purpose GPUs.
“Jensen is very paranoid about losing. Right? These specializations if he just kept making his mainline chip would mean people could you know point point solutions for specific parts of the market would crush him on cost and performance, then he can't justify his margin.”
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Gavin Baker
Baker says Jensen Huang was obviously exceptional when they first met in early 2000s.
“I was a pretty young man. It was obvious to me he was exceptional, like for sure one of the most exceptional people I'd ever met.”
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Gavin Baker
Baker identifies Jensen as one of the two or three most exceptional people he's ever met in his life.
“But like now, for sure, Jensen is, you know, one of the two or three most exceptional people I've ever met in my life.”
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Dylan Patel
Patel emailed Jensen documenting skepticism about Blackwell's 25x claim from industry observers.
“I emailed him. I like, hey, Jensen. You know, back in 2024, you said or back back when you launched Blackwell, said '24 twenty five x.”
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