TBPN · 28 Aug 2025 · 3h 28m
NVIDIA Earnings Breakdown | Doug O’Laughlin, Ajay Agarwal, Koen Bok & Jorn Van Dijk, Hussein Fazal, Oisin Hanrahan, Jon Callaghan, Shane Hegde
WithAjay AgarwalHussein FazalJorn Van DijkKoen BokOisin Hanrahan
MentionsJon CallaghanBain CapitalBain Capital Ventures
About this episode
(00:11) - NVIDIA Earnings Breakdown
(28:43) - Doug O’Laughlin is the President of SemiAnalysis, an independent research firm focused on semiconductors and AI. He specializes in semiconductor strategy, market intelligence, and competitive analysis, regularly guiding investors, technology… More on the show's page
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