With respect to Jensen and all the brilliant people at Nvidia but lets also acknowledge all the anti-competitive, anti-consumer practices they employ. Geforce Partner Program arm-stronging? Price fixing (with AMD)? Partner squeezing (EVGA story)? Training AI on platforms that do not allow that kind of use (404 media report with Slack screenshots)? Allegations of allocation bias for their HW? I have a lot of respect for all the work they've done and a lot of that respect also goes to Jensen as he's presiding over it. Nonetheless, if this is "perfection" then I say we all should just get comfortable with corporations doing corpo things squeezing and skirting their way around things because hey, it is perfect and it makes our stock money, methods and ethical concerns be damned. I'm not saying they shouldn't make money, but is that really how we want to achieve progress as a society?
@@nejckilar9725I agree with most of what you've said except for one thing, I don't think they're colluding with AMD. AMD is simply can't compete bcuz Nvidia is a much different beast than Intel and AMD is a much smaller company that has to fight on two different fronts (CPU & GPU), fighting two different beasts (Intel & Nvidia) while competing with them on one singular source (TSMC). AMD simply can't do anything other than playing into Nvidia's hand (raising prices) bc they need the money to pay for wafer allocations at TSMC. They need every bit of revenue they can to fight. If they reduces their profits, then all that doing for them is weakening their current position, which they cannot afford if they want to fight Nvidia.
@@Chocobollz Appreciate the reply and I agree with your assessment. All that said, my "price fixing with AMD / ATi " comment actually refers to the lawsuit from 2008 where a settlement was reached. Also please keep in mind I don't think AMD or Intel are any sort of stalwarts in the field of responsible business making but from what I can ascertain from publicly available resources, Nvidia really seems to be in a league of its own and so I find the comment about how this is a role model of a CEO is troublesome as it doesn't take anything but money making into the account. I think, maybe misguidedly, the world would be a better place if shareholders kept some sense of altruism in mind when investing.
Jensen is how every CEO should be. Knows his business, minds his business, grows his business. Never overpromises anything, always delivers. No useless talk. Just business.
This was such a fantastic podcast, i love how the interviewers just allow Jenson to talk through his reasoning without interruption. It really gives you a sense how he reason through things.
Brad and Clark one of the best most informative interviews, thank you so very much for organizing! Oops of course........thanks Jensen for making it so amazing, and being such a great educator and role model.
Check out the time Jensen Huang interviewed Ilya Sutskever early last year. I was amazed at how much Jensen let Ilya elaborate and explain concepts at length without interrupting.
Love how the most was so well explained here. They really are a superior company. As a founder myself (in 13 years) I always listen to and respect Jensen. Great interview guys! 🎉
Jensen & Elon are in a class by themselves. Anyone who doubts his robo cabs will be reality is making a mistake. Jensen is a humble genius & Brag depth of knowledge is incredible
This was by a wide margin the best BG2 pod so thanks Brad. I do wish Gurley had been there as Jensen says three smart guys better than 2 or 1! How did you know inferencing was 40 % of revenues?
That was thoroughly enjoyable. I learned so much and my conviction in NVIDIA as the strongest and fastest horse in this tech race is rock solid. Jensen is humble and and kind in sharing his information. Way to make asians all over the world proud.
and what did you learn? what value can you now provide? cause I smell a grift somewhere in the onion dip, just can't pin it down (maybe I'm wrong). is this narrative necessary for scaled competition with China or any other large organization?
Jensen Huang discusses NVIDIA's role in AI, including their competitive advantages, the future of inference and training, scaling intelligence towards AGI, AI's impact on productivity, and ensuring safe AI development. He also covers NVIDIA's partnerships, open-source initiatives, and future market dynamics.
What a great interview. I enjoyed it and got quite a bit out of it. As a NVDA investor I came away from it even more bullish. I wonder what questions Bill would have had.
Thank you for the interview. I learned a ton. Apart from Jensen's response, I was deeply interested in the questions asked. I asked Gemini to reframe the questions to go deeper into Jensen's psyche and here is the response (sample)... 🙂 Original Question: When do you think we're going to have a personal assistant in our pocket that knows everything about us, has perfect memory of us, can communicate with us and can book a hotel or a doctor's appointment for us? Reframed Question: Imagine a future where AI seamlessly integrates into our lives. What excites you most about the potential of this personal AI, and what challenges do you foresee in its development? Reasoning: The original question is focused on a specific timeline, which can lead to a superficial answer. The reframed question encourages Jensen to explore his vision for personal AI and the obstacles he anticipates. Original Question: Is this the fastest rate of change you've seen in your career? Reframed Question: You've witnessed firsthand the evolution of computing. How does the current rate of change compare to pivotal moments in the past, and what makes this era uniquely transformative? Reasoning: This rephrased question allows Jensen to compare the current AI revolution to other technological advancements and highlight what sets it apart.
The rate of change was fastest in the late 1800's early 1900's when farming was mechanized with tractors, horses were replaced with fast cars, airlines started, telegraph, radio, lighting, - the industrial revolution.
Awesome! Thoughtful questions and long form format allows for detailed discussion! Can you gents do a "State of VC/growth investing" or state of private equity with fund heads? Thank you.
I heard you say…. So did all of us. “I heard you say”…such a tired, corporate stupid speak cliche phrase. Please stop. Talk like a normal human. Such a great interview. Jensen is really shining in this one.
1:05:00 with Productivity exponentially growing and employee base flat, will there be UBI? Is population decline inevitable as companies grow in market cap and give none of the gains back to the human laborer?
I reached AI limit already: to allmost all of my prompts it responds in the sense like "here is some nice bullshit, but I'm not supposed to assist with the matter at hand".
That’s truth the on ramp is open now, once proof of concept, Methodology, programing logic, and data structure are proven, then which platform to use does’nt matter such as using differnent brand of EV. The killer app is that the unintended result and discovery such as R/D become significant shorter life cycle in history. That’s my take on this bg2 session.
If you ask people working in AI safety and alignment, there percent of people dedicated to safety work is less than 1%. We need to increase that by 10x, but sadly OpenAI doesn't seem the cost is worth it.
How many 100K GPU clusters are needed to build an LLM? Just one. However I am guessing there are dozens out there all trying to do the same thing. So there will be overinvestment since there are many deep pockets and places with abundant power. However if only once or 2 succeed, then all that money and power to train hundreds of models is wasted.
