Hans C Nelson 🗽
@HansCNelson • 19,506 subscribers
| System Health Monitor | Excavator of Forms | Synthesizer | Tsunami Surfer | Ascending & Descending | Serving Civilization |
Videos
Google's recent Gemini 3 release has shocked the world with undeniable proof that the TPU is a powerhouse AI chip, leaving many to wonder what lays in store for companies like NVIDIA & xAI. Listen to Gavin Baker lay out the exact strategy that Jensen Huang & Elon Musk are going to roll out over the next 12 months to beat Google at AI. The world is in for a HUGE surprise. ---------- We'll see the first models trained on Blackwell in early 2026. I think the first Blackwell model will come from XAI. And the reason for that is just, according to Jensen, no one builds data centers faster than Elon. Jensen has said this on the record. ... So if you're Jensen or Nvidia, you need to get as many GPUs deployed in one data center as fast as possible in a coherent cluster so you can work out the bugs. And so this is what X AI effectively does for Nvidia because they build the data centers the fastest. They can deploy Blackwells that scale the fastest, and they can help work with Nvidia to work out the bugs for everyone else. So because they're the fastest, they will, they'll have the first Blackwell model. ... We know that these Blackwell models are gonna be really good. ... Then something even more important happens. So the GB 200 was really, really, it was really hard to get it going. The GB 300 is a great chip. It is drop in compatible in every way with those GB 200 racks. Now you're not gonna replace the GB 200s there. Just any data center that can handle those, you can slot in the GB 300s, and now everybody's good at making those racks and you know how to get the heat out. You know how to cool them. You're gonna put those GB 300s in and then the companies that use the GB 300s, they're going to be the low cost producer of tokens. Particularly if you're vertically integrated. If you're paying a margin to someone else to make those tokens, you're probably not gonna be. I think this has pretty profound implications because I think it has to change Google's strategic calculus. ---------- Listen to the full conversation between Gavin & Patrick OShaughnessy below 👇
Hans C Nelson 🗽5,009,898 görüntüleme • 6 ay önce
Had my first LOOONG road trip experience on V14 over the past week. It drove over 99.9% of all the miles for the whole trip. Holy smokes. It was so good! I don't care how fast an ICE car can fuel up. I NEVER want to drive that far without @tesla FSD again.
Hans C Nelson 🗽3,219,495 görüntüleme • 6 ay önce
Listen to Jensen Huang recount this story of a terrifying conversation he had to have with SEGA executive Shoichiro Irimajiri (aka "Iri") in the early 1990s after he realized that NVIDIA's failures were going to cost them everything. Jensen's clear thinking about the problems NVIDIA & Sega faced combined w/ his willingness to be humble, forthright, 100% honest, and vulnerable in that conversation w/ Iri, as well as Iri's good sense and generosity, saved NVIDIA from certain death that day.
Hans C Nelson 🗽112,270 görüntüleme • 6 ay önce
Jensen Huang explains exactly how to make sure that AI doesn't take your job. "Your job has to be more than the task." If it is, he says there will most likely be more than enough work for you to do because AI will create more jobs than it destroys. Listen to him explain the difference between "jobs" and "tasks," and why this difference will have such a profound impact on the types of work that humans will do in an AI powered future. ---------- Joe: But don't you think there's many jobs that AI will replace if your job, particularly automation? Jensen: If your job is the task. Joe: So automation. Factory workers. Jensen: Yeah. If your job is the task, Joe: That's a lot of people. Jensen: It could be a lot of people. Yeah. But it'll probably generate, like for example, I'm super excited about the robots Elon's working on It's still a few years away. When it happens, there's a whole new industry of technicians and people will have to manufacture the robots, right? And so that job never existed. And so you're gonna have a whole industry of people taking care of, like for example, you know, all the mechanics and all the people who are building things for cars, supercharging cars, that didn't exist before cars. And now we're gonna have robots. You're gonna have robot apparels. So a whole industry. Because I want my robot to look different than your robot. ... Joe: Don't you think that will all be automated though? Jensen: No, not all of it. Joe: Don't think that'll be done by other robots Jensen: Eventually. And then there'll be something else. Joe: So you think ultimately people just adapt except if you are the task, which is a large percentage of the workforce. Jensen: If your job is just to chop vegetables, Cuisinart is gonna replace you. Joe: So people have to find meaning in other things. Jensen: Your job has to be more than the task. ---------- Link to the full conversation on YouTube below 👇
Hans C Nelson 🗽87,374 görüntüleme • 6 ay önce
Tesla’s About to be Impossible to Catch jimmah Farzad
Hans C Nelson 🗽141,469 görüntüleme • 1 yıl önce
In a world where FSD v14 exists, why is the take rate SO RIDICULOUSLY LOW? And why is the utilization rate low too, even for Tesla drivers who've paid for it? Here's one reason that no one is talking about: "You never get a second chance at a first impression," and Adaptive Cruise Control & Autosteer SUCK. They scare the 💩 out of people w/ phantom braking & poor perception all the time. Listen to this clip of Jason Cammisa & Derek Tam-Scott discussing the dramatic differences in how good FSD is compared to how horrendously awful Adaptive Cruise Control is (and Autosteer isn't much better, tbh). Now remember, these are the first (and many times only) impression that MOST Tesla drivers get of how well a Tesla can drive itself. If Adaptive Cruise scares them, why should they ever even try FSD? Won't that just give the dumb ass car even more opportunity to scare / kill them? If you're in the Tesla bubble like me, you know that FSD actually fixes all those nasty little quirks instead of amplifying them. But how are all the normie drivers who've never seen a video of a Whole Mars Catalog drive supposed to know that? I get that Adaptive Cruise & Autosteer don't drive revenue, that they're based on old versions of the tech, and that it's hard to prioritize updating them while FSD & Robotaxi are right on the cusp of getting to unsupervised, but if Tesla_AI wants to improve the take rate of FSD, they need to fix the user experience for these lower levels of ADAS ASAP. Elon Musk Ashok Elluswamy Yun-Ta Tsai Dhaval Shroff etc.
Hans C Nelson 🗽42,411 görüntüleme • 6 ay önce
His Response to a $50k Loss Changed Everythying w/ amit. 00:00 The Tornado of Market Chaos 01:20 Amit's Journey into Investing 06:06 The Palantir Experience 08:23 Conviction in Investments 14:47 Robinhood and the GameStop Saga 19:03 Vlad Tenev: The Visionary Behind Robinhood 24:25 The Intensity of Palantir's Leadership 25:14 Successful Investments Themes 28:04 Palantir's Unique Approach to Sales and Marketing 30:57 AI Alignment and Palantir's Role 35:34 Investing in AI and Market Sentiments 39:57 Infrastructure Plays and Nvidia's Dominance 46:00 Market Participation Is A Must
Hans C Nelson 🗽48,042 görüntüleme • 7 ay önce
Elon Musk Proves Neil deGrasse Tyson Wrong Thanks to @davidcarbutt_ and your team for the edit.
Hans C Nelson 🗽16,922 görüntüleme • 7 ay önce
We are ready for Robotaxi Launch! Tesla Owners Silicon Valley Tesla
Hans C Nelson 🗽16,667 görüntüleme • 1 yıl önce
World War 3 Is Closer Than You Think w/ Michael Dunne, Farzad, & Hans C Nelson 🗽
Hans C Nelson 🗽14,790 görüntüleme • 1 yıl önce
The FRIGHTENING Reality of Tesla's Future Farzad Thanks to @davidcarbutt_ and your team for the edit.
Hans C Nelson 🗽11,115 görüntüleme • 1 yıl önce
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