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Acquired / Case file

NVIDIA

Sources

Every citation, grouped by where it came from

The shape of the evidence base tells you how to read the case: heavy on transcript means show-anchored; heavy on filings means audited; heavy on external press means corroborated.

15 sources3 load-bearing3 categories

Composition

Show transcript13 (87%)
SEC filings1 (7%)
Other1 (7%)

Load-bearing

Cited across two or more surfaces. If any of these are wrong, several claims move with them.

  • Acquired NVIDIA Part III, ch. Intro

    number · event · strategy · 12 refs

  • Jensen Huang interview (Acquired)

    number · strategy · 5 refs

  • Public market data

    number · event · 2 refs

Show transcript (13)

Quotes and chapter references from Acquired itself. The primary source for what the hosts argued.

  1. [01]

    Acquired NVIDIA Part III, ch. Intro

    12 refs · 3 surfaces
  2. [02]

    Jensen Huang interview (Acquired)

    5 refs · 2 surfaces
  3. [03]

    Acquired episode I

    4 refs
  4. [04]

    Acquired episode II

    3 refs
  5. [05]

    NVIDIA FY2025 10-K + Acquired episode III

    1 ref
  6. [06]

    Acquired episode II + NVIDIA developer disclosures

    1 ref
  7. [07]

    Acquired episode III + Jensen interview

    1 ref
  8. [08]

    Industry pricing 2024-25 + Acquired episode III

    1 ref
  9. [09]

    Acquired episode I + NVIDIA S-1

    1 ref
  10. [10]

    Acquired episode II + 2017 OpenAI blog

    1 ref
  11. [11]

    Acquired episode III

    1 ref
  12. [12]

    Acquired episode III + NVIDIA GTC 2024 keynote

    1 ref
  13. [13]

    https://www.acquired.fm/episodes/nvidia-the-dawn-of-the-ai-era

    1 ref

SEC filings (1)

10-K, 10-Q, 8-K, proxy statements. Audited disclosures, the hardest evidence in the file.

  1. [01]

    NVIDIA FY2025 10-K

    3 refs

Other (1)

Press releases, blog posts, company materials.

  1. [01]

    Public market data

    2 refs · 2 surfaces