Nvidia Hits $5.3T as Intel CEO Recalls VCs Walking Out 18 Years Ago

No Priors · youtube · 2026-08-10

The No Priors channel shared a stark anecdote highlighting the shifting landscape of the semiconductor industry. Eighteen years ago, Intel CEO Lip-Bu Tan would pitch semiconductor investments to rooms of VC partners, only to have half of them walk out before he finished.

Today, the contrast is sharp: Jensen Huang runs a $5.3 trillion company, Lisa Su leads one nearing $800 billion, and Tan's Intel is close to $600 billion. The narrative underscores that nobody is walking out of the room anymore.

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