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Jensen Huang explains the difference between AI and traditional Software and why there's no bubble. Traditional software was pre-compiled, meaning it was built once, stored, and then executed repeatedly with little computation. It didn’t need constant high-power processing once finished. Users simply ran the completed program as a tool....

760,734 views • 7 months ago •via X (Twitter)

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Jensen Huang just replaced the most important metric in global economics. Not trade volume. Not oil output. Not manufacturing. Compute. Huang: “Compute equals GDP. I know that for certain.” He did not say probably. He said certain. If your nation does not produce compute, it does not produce intelligence. If it does not produce intelligence, it does not produce revenue. Two links in the chain. Miss one and the whole thing breaks. Huang: “Not one country in the future will say, ‘Guess what, we’re gonna opt out on intelligence.’” Because opting out of compute is not a strategic decision. It is an extinction schedule. Every country that does not build its own inference capacity becomes a tenant in someone else’s infrastructure. Not an ally. Not a partner. A dependent. And dependents do not negotiate terms. They accept them. But this is not just a story about nations. Huang: “The entire software industry will be token-driven.” Every product. Every platform. Every service you touch. The entire business model of software is about to be measured in tokens consumed. Not seats sold. Not licenses renewed. Tokens burned. Software used to be a thing you bought. Now it is a thing that thinks. And thinking costs compute. Every query. Every action. Every decision the machine makes on your behalf. The meter is always running. Huang: “The entire internet industry could take 100% of their CapEx and make it AI because it’s better.” Not ten percent. Not a pilot program. One hundred percent. The moment any internet service rebuilds itself on generative intelligence, it outperforms every version that came before it. Search. Ads. Recommendation. Infrastructure. All of it. Better on contact. CapEx follows. All of it. Trillions moving in one direction with no offramp. The companies still budgeting AI as a line item are telling you exactly how much they understand. AI is not the line item. AI is the budget. The global economy is being re-denominated in a currency most people have not even heard of yet. Tokens. Whoever controls the supply of that currency is not playing in the new economy. They are the house. And the house does not lose.

Dustin

42,402 views • 3 months ago

AI instead of UI The last few years radically changed how we think about digital products & product design process in general. What we are witnessing right now is a transition where AI is no longer just a feature; it is becoming the infrastructure of interaction. For decades, UI design was rooted in the concept of “Happy Path,” a series of static, linear screens (routes from A to B) designed to funnel users toward a goal. This “one-size-fits-all” approach assumes that all users have the same mental model, which is far from the truth. The rise of AI tools like ChatGPT and Gemini is showing that we are moving into an era of Generative Interfaces. Instead of a designer pre-determining every button and menu, the interface is synthesized in real-time based on user actions. Back in 2019, Gleb Kuznetsov and I were working on the concept of morphing Interface, the idea of a UI that adapts its structure based on user intent. The great thing about this UI is that it was highly dynamic: different users saw different content/contextual actions based on their behavior. This concept was crazy in 2019, but it is highly relevant to the modern state of the product design process. And I strongly believe that it represents the future of UI design. We will move beyond the “AI chatbox" crutch Yes, many products today treat AI as a sidecar (think of Copilots or chatbots pinned to the side of a traditional dashboard), but this is a transitional phase. Why? Because adding a chat window to a 20-year-old software layout is like putting a jet engine on a horse-drawn carriage. That's why the future isn't "AI as an add-on"; it is AI as the Operating System. AI will power generative interfaces that are rooted in anticipatory design: UI won’t wait for a command; it will surface tools based on the user's current environmental context and historical behavior. This evolution changes the very nature of product design, and we will move away from designing pages/screens and toward designing systems of logic.

Nick Babich

53,208 views • 4 months ago