Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis

<p>(0:00) Jensen Huang joins the show!</p> <p>(0:26) Acquiring Groq and the inference explosion</p> <p>(8:53) Decision making at the world's most valuable company</p> <p>(10:47) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing</p> <p>(16:38) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes</p> <p>(20:48) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future</p> <p>(30:50) Open source, global diffusion, Iran/Taiwan supply chain impact</p> <p>(39:45) Self-driving platform, facing competition from active customers, responding to growth slowdown predictions</p> <p>(47:32) Datacenters in space, AI healthcare, Robotics</p> <p>(56:10) OpenAI/Anthropic revenue potential, how to build an AI moat</p> <p>(59:04) Advice to young people on excelling in the AI era</p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href= "https://x.com/friedberg">https://x.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= "https://x.com/theallinpod">https://x.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a></p>