https://minutesof.com/on/market-share/ Everyone on the record about market share: 11 verbatim quotes from 3 people, October 2023 to August 2026, in one chronology, each with a timestamp and a… en Sun, 30 Aug 2026 22:33:05 +0000 https://minutesof.com/q/70a3cb07-2a15-466e-a813-04504489cc62/ https://minutesof.com/q/70a3cb07-2a15-466e-a813-04504489cc62/ “When you when you look at the incremental compute added, that's about 30% of the compute added this year.” — Dylan Patel, Dwarkesh Patel Tue, 25 Aug 2026 15:57:53 +0000 market share https://minutesof.com/q/1eb4b408-38eb-4bf1-8e61-01bdef163820/ https://minutesof.com/q/1eb4b408-38eb-4bf1-8e61-01bdef163820/ “And he said, oh, no one gets more than 17% market share, all the businesses I've worked with. Because I believed in network effects, I was like, we're gonna get 99.” — Bill Gurley, BlackNova Productions Tue, 04 Aug 2026 07:34:54 +0000 market share https://minutesof.com/q/fd13d4e3-a12c-4f89-a72e-66e0da0d0475/ https://minutesof.com/q/fd13d4e3-a12c-4f89-a72e-66e0da0d0475/ “NVIDIA has locked up over 60% of the capacity this year in long term contracts alone, and they're buying more on top of that.” — Dylan Patel, CNBC Television Mon, 16 Mar 2026 21:58:55 +0000 market share https://minutesof.com/q/2a1d4208-3cfe-4a01-a766-5ad296e384fb/ https://minutesof.com/q/2a1d4208-3cfe-4a01-a766-5ad296e384fb/ “I don't think they'll go beyond, like I think they'll stay in single digits market share, single digit percentage market share. Yeah. Single digit percentage market share” — Dylan Patel, The MAD Podcast with Matt Turck Thu, 05 Feb 2026 13:30:16 +0000 market share https://minutesof.com/q/781aa249-aab8-4a99-9d5e-3907bda9199b/ https://minutesof.com/q/781aa249-aab8-4a99-9d5e-3907bda9199b/ “NVIDIA has you know, it went from 80% market share in China where all the developers, second largest developer market in the world, were were developing in CUDA.” — Brad Gerstner, CNBC Television Thu, 12 Jun 2025 17:50:39 +0000 market share https://minutesof.com/q/b39df35c-a461-4811-aca6-f8de41c8d66d/ https://minutesof.com/q/b39df35c-a461-4811-aca6-f8de41c8d66d/ “Huawei has gone from 0% market share in Saudi Arabia to 50% market share in Saudi Arabia.” — Brad Gerstner, CNBC Television Thu, 12 Jun 2025 17:50:39 +0000 market share https://minutesof.com/q/4a0e2fd9-353f-417e-b371-e627e55d06c2/ https://minutesof.com/q/4a0e2fd9-353f-417e-b371-e627e55d06c2/ “If you just look at, I guess, workloads people are purchasing to do work on their own, so you take the captives out, you're at 98, right?” — Bill Gurley, BG2 Pod Mon, 23 Dec 2024 20:12:56 +0000 market share https://minutesof.com/q/e448f8c2-4b61-45ee-8832-d984d469788d/ https://minutesof.com/q/e448f8c2-4b61-45ee-8832-d984d469788d/ “Okay, so the consensus forecast that has the stock at $700 a share assumes, if you believe this TAM to be accurate, assumes that their share will go from 55% today to 26% in 2028.” — Brad Gerstner, BG2 Pod Thu, 22 Feb 2024 12:20:31 +0000 market share https://minutesof.com/q/311c6aee-e4dc-4484-969a-fe01d2583e1e/ https://minutesof.com/q/311c6aee-e4dc-4484-969a-fe01d2583e1e/ “So if you wanna express that bet, right, which is AI leadership at 25 to 30 times earnings, which is consistent with historical averages for NVIDIA.” — Brad Gerstner, CNBC Television Mon, 29 Jan 2024 23:20:37 +0000 market share https://minutesof.com/q/db4011a8-5ecf-48bf-830e-72b29bc57d6a/ https://minutesof.com/q/db4011a8-5ecf-48bf-830e-72b29bc57d6a/ “Go from sub 10% market share in the chip industry to somewhere around 30% market share in the manufacturing industry, right?” — Dylan Patel, Hidden Forces Wed, 04 Oct 2023 14:00:36 +0000 market share https://minutesof.com/q/3c2975c4-a35a-47bb-934c-c115dfc88c6a/ https://minutesof.com/q/3c2975c4-a35a-47bb-934c-c115dfc88c6a/ “And, you know, of course it makes sense for them. Right? Like, let me have my own domestic industry, but it's gonna create an excess supply dynamic.” — Dylan Patel, Hidden Forces Wed, 04 Oct 2023 14:00:36 +0000 market share