Welcome to the inaugural episode of Moss Garden. In this episode, you'll hear four guests deeply exploring an extraordinary technology company—NVIDIA. We'll discuss NVIDIA’s path to prominence, dissect its business model, and delve into founder Jensen Huang’s visionary strategic mindset. Even if you're new to the industry, you'll find this journey both accessible and enjoyable. Speaker: Wang Weihua | Host: Chunqiu | Narrators: Afei, Tian Miao | Technical Support: Xiaohei | Special Technical Support: Null Chapter One: Youthful Beginnings and Three Major Breakthroughs 00:01:43 Jensen Huang's Early Life 00:04:03 Jensen Huang's Experience at a School for Troubled Youth in the U.S. 00:08:25 Young Jensen Huang’s Talent in Table Tennis 00:19:02 Meeting Lori During College 00:21:25 Before Founding NVIDIA 00:28:21 A Brief Story from Jensen Huang’s Speech Chapter Two: Challenging Beginnings - Graphics Cards as Mere Commodities 00:30:27 The IT Industry Landscape in 1992 00:31:39 Would You Have Chosen PC-based 3D Graphics Cards in 1992? 00:39:36 Early Challenges Facing NVIDIA 00:50:17 The Failed NV1 and the Abandoned NV2 01:17:52 Second Existential Crisis Chapter Three: Building the Great Wall - GPU and CUDA 01:28:52 Launching the GeForce 256, Defining a New Product Category 01:36:33 GPUs Emerge from the Shadow of CPUs 01:43:52 Introduction of CUDA: Building an Ecosystem and Customer Lock-in 01:47:55 The 2008 Stock Market Crash 01:54:16 The GPU Era: How Jensen Huang Constructed Barriers Chapter Four: Artificial Intelligence and Data Centers 01:57:22 Key Figure in AI: Ilya and His Contributions 02:01:20 Fundamentals of AI: Language Models, Machine Learning, Deep Learning 02:10:04  Fei-Fei Li’s Contributions to AI 02:16:19 The Emergence of AlexNet 02:27:31 Applying GPUs to Deep Learning 02:50:00 Acquisition of Mellanox Chapter Five: Walls and Wall-Breakers 03:19:35 NVIDIA’s "Walls": CUDA Ecosystem, Data Center Dominance, and Supply Chain Advantages 03:21:11  Customer Lock-in and Network Effects of the CUDA Ecosystem 03:23:42 Customer Stickiness and Technological Advantages in Data Centers 03:24:55 Supply Chain Strengths: Collaboration with TSMC, Foxconn, and Others 03:37:58 NVIDIA’s "Wall-Breakers" - How Could NVIDIA Be Defeated? Chapter Six: Multidimensional Thinking Models 03:50:00 Second-Order Thinking: The Tools for Design Are More Crucial than the Design Itself 03:51:47 Honesty in Knowledge 03:55:00 Persuasion through Interests 03:55:30 Reverse Thinking 03:56:07 First Principles 03:56:37 Jensen Huang’s Personal Qualities Easter Eggs 03:58:26 From Engineering Mindset to Business Mindset 04:02:28 Scientist’s Intuition and Belief 04:07:23 Geoffrey Hinton’s Story 04:19:56 Second-Level and Third-Level Research References [1] RUMELHART D E, HINTON G E, WILLIAMS RJ. Learning representations by back-propagating errors [J]. nature, 1986,323 (6088): 533-536. [2] LECUN Y, BOTTOU L, BENGIO Y, 等. Gradient-based learning applied to document recognition [J/OL].Proceedings of the IEEE, 1998, 86 (11): 2278-2324. DOI:10.1109/5.726791. [3] OREGON STATE UNIVERSITY. CommencementCeremony 2009 - Jen-Hsun Huang [Z/OL]. (2009-08-27)[2025-05-04]. www.youtube.com [https://www.youtube.com/watch?v = lMW5v7wK7zo]. [4] KRIZHEVSKY A, SUTSKEVER I, HINTON G E.Imagenet classification with deep convolutional neural networks [J/OL]. Advancesin neural information processing systems, 2012, 25 [2025-05-04]. proceedings.neurips.cc [https://proceedings.neurips.cc/paper/2012/hash/c399862d3b9d6b76c8436e924a68c45b-Abstract.html]. [5] LeCun, Yann. The Road to Science [M/OL]. Translated by Li Hao and Ma Yue. CITIC Publishing Group, 2021 [2025-05-04]. book.douban.com [https://book.douban.com/subject/35560368/]. [6] ACQUIRED. Nvidia: The GPU Company (1993-2006)[Z/OL]. (2022-03-28)[2025-05-04]. www.youtube.com [https://www.youtube.com/watch?v = wYUTMgGxZzc]. [7] STRATECHERY. An Interview with NvidiaCEO Jensen Huang about Manufacturing Intelligence [EB/OL].(2022-03-28)[2025-05-04]. stratechery.com [https://stratechery.com/2022/an-interview-with-nvidia-ceo-jensen-huang-about-manufacturing-intelligence/]. [8] ACQUIRED. Nvidia: The Machine LearningCompany (2006-2022)[Z/OL]. (2022-04-20)[2025-05-04]. www.youtube.com [https://www.youtube.com/watch?v = xU_rLZqlca4]. [9] STRATECHERY. An Interview With NvidiaCEO Jensen Huang About Building the Omniverse Cloud [EB/OL].(2022-09-22)[2025-05-04]. stratechery.com [https://stratechery.com/2022/an-interview-with-nvidia-ceo-jensen-huang-about-building-the-omniverse-cloud/]. [10] STRATECHERY. An Interview with NvidiaCEO Jensen Huang About AI’s iPhone Moment [EB/OL]. (2023-03-23)[2025-05-04]. stratechery.com [https://stratechery.com/2023/an-interview-with-nvidia-ceo-jensen-huang-about-ais-iphone-moment/]. [11] ACQUIRED. Nvidia Part III: The Dawn ofthe AI Era (2022-2023) (Audio)[Z/OL]. (2023-09-07)[2025-05-04]. www.youtube.com [https://www.youtube.com/watch?v=nFB-AILkamw]. [12] Fei-Fei Li. The World I See. Translated by Zhao Can. CITIC Publishing Group, 2024 [2025-05-04]. book.douban.com [https://book.douban.com/subject/36672955/]. Note: Due to length limitations, this is not a complete list of references. 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