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Jensen Huang says computing is no longer pre-recorded or pre-compiled. Traditional software like Excel ran the same for everyone now AI adapts to each user and moment. Every sound, pixel, and output is generated in real time based on context. This requires massively more compute, as software now thinks... show more

Wes Roth

37,685 subscribers

24,404 views • 8 months ago •via X (Twitter)

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24 Comments

Evren Önem8 months ago

Sounds like someone who never operated a large scale distributed system.

Shaun Furman8 months ago

I just posted a LinkedIn article about this shift and why VCs and academics are missing this We now have a quantum problem that requires quantum thinking opposed to deterministic thinking. All models we've witnessed are static up to this point. What we are designing for is probablistic and needs to self improved and be designed for emergent behaviour

George Lutas8 months ago

I think there's insufficient understanding to the fact that a lot of people want a static experience, just one that they like, and they want it to stay that way for a very long time.

Jax8 months ago

Here's the issue though: no one needs this.

Crinklebine🍀8 months ago

Welcome to the world of approximate software, sometimes it works and sometimes it doesn't all while using 100x the power. 😂

Do not Ask me my name8 months ago

SaaS owned by big tech

Poikilos8 months ago

This is so stupid. Ask an accountant if this sounds like a good idea.

Himanshu Kumar8 months ago

@WesRoth, real-time context generation significantly changes how we think about software development.

Eliran Fadlon7 months ago

If software is now adaptive and context-driven, identity and authentication can no longer be static either. Dynamic systems require dynamic trust models. The real shift isn’t just compute. It’s how we prove presence in real time.

Sandro7 months ago

"every sound, pixel, and output is generated in real time based on context" is exactly what smart contracts do for finance. DeFi already proved this model: every interest rate, every liquidation, every swap price is computed in real time based on on-chain context. Jensen is describing crypto's financial architecture but for all of computing

Ornella Gigante7 months ago

Incredible insight 💙⚡ Software that thinks in real time (alive, adaptive, and reactive) is a whole new era of computing.

stephen builds8 months ago

jensen is describing the shift from static software to dynamic ai generation. excel runs the same way for everyone, but ai adapts per user per moment. compute requirements are exploding

Jiri Kucera7 months ago

Ahh and to run it, you will all need my new Nvidia chips. Such a coincidence. :D But honestly that is such a bushtit, ppl want reliable SW that does things they want to do and do it fast. Not SW that will just try to think what you want and x% times do it wrong.

Matthew Lennig🐀8 months ago

Musk fucked up Twitter so much it cannot even play a video without stuttering

Layla Cybersec Queen7 months ago

Exciting shift with AI adapting in real-time! It's like software playing chess with us. How do you see this impacting blockchain’s evolution? 🚀

Abdulmuiz Adeyemo8 months ago

Software is evolving from tools to collaborators. Real-time adaptation changes how we interact, create, and scale ideas. Understanding this shift is how you stay ahead in tech.

Barrak8 months ago

The shift from static to adaptive computing is revolutionary! Personalized AI experiences are the future 💻

R_8 months ago

load of bs

AGI is *so* 2025. Memory is 2026.8 months ago

Massively more compute or just making what we already have in place better?

Economic Bastich8 months ago

@paracho1

JonnyClayton8 months ago

At its core, Jensen Huang is saying exactly this: AI is replacing classical, pre-defined software. Instead of fixed code, systems react situationally and context-aware in real time. Software thinks before it responds. The consequence: you need very few developers.

Gregor8 months ago

WesRoth, he leaves out the complexity of balancing real-time generation with performance and resource constraints. Those 'massively more' requirements can often lead to tough engineering trade-offs.

Imperial Core Workout7 months ago

BULLSHIT

D.#dwards8 months ago

I don't think stochastic probabilistic computing can be scientific. That's the issue. Vibe machines and vibe OS etc, cannot be secured, cannot be correct, cannot be formal, cannot be scientific. If everyone's calculator behaves different, how do we trust the math?

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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. AI, by contrast, generates its output in real time. It must process context, reason, and produce intelligence at the moment of use, not in advance. This requires ongoing computation for every request. Because of that, AI systems depend on continuous GPU power to “manufacture” responses like a factory producing tokens. So instead of static software tools, AI is an active computational process that needs large-scale, always-on infrastructure to create intelligence dynamically. --- From 'FT Live' YT channel (link in comment)

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. AI, by contrast, generates its output in real time. It must process context, reason, and produce intelligence at the moment of use, not in advance. This requires ongoing computation for every request. Because of that, AI systems depend on continuous GPU power to “manufacture” responses like a factory producing tokens. So instead of static software tools, AI is an active computational process that needs large-scale, always-on infrastructure to create intelligence dynamically. --- From 'FT Live' YT channel (link in comment)

Rohan Paul

761,324 views • 10 months ago

Jensen Huang says we’ve passed the point of no return. “Software is not just a tool. Now software uses tools.” For the first time, intelligence is generated in real time as tokens. Now that it’s profitable, the only option is to scale. “We just have to make more of it.”

Jensen Huang says we’ve passed the point of no return. “Software is not just a tool. Now software uses tools.” For the first time, intelligence is generated in real time as tokens. Now that it’s profitable, the only option is to scale. “We just have to make more of it.”

vitrupo

28,367 views • 8 months ago

Jensen Huang is on fire at CES 2026 Event 🎯 "How you run the software, how you develop the software fundamentally changed. The entire five-layer stack of the computer industry is being reinvented. You no longer program the software, you train the software. You don't run it on CPUs, you run it on GPUs. And whereas applications were pre-recorded, pre-compiled, and run on your device, now applications understand the context and generate every single pixel, every single token, completely from scratch every single time. Computing has been fundamentally reshaped as a result of accelerated computing, as a result of artificial intelligence. Every single layer of that five-layer cake is now being reinvented. Well, what that means is some ten trillion dollars or so of the last decade of computing is now being modernized to this new way of doing computing. What that means is hundreds of billions of dollars, a couple of hundred billion dollars in VC funding each year, is going into modernize and inventing this new world. And what it means is a hundred trillion dollars of industry, several percent of which is R&D budget, is shifting over to artificial intelligence. People ask where is the money coming from? That's where the money is coming from. The modernization to AI, the shifting of R&D budgets from classical methods to now artificial intelligence methods. Enormous amounts of investments coming into this industry, which explains why we're so busy. And this last year was no difference. This last year was incredible. This last year... there's a slide coming."

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Rohan Paul

185,803 views • 9 months ago

"We're going to create for the first time a software-defined programmable computer that's able to communicate wirelessly and do AI processing at the same time," Nvidia CEO Jensen Huang says. "This is completely revolutionary. We call it Nvidia Arch."

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Yahoo Finance

143,868 views • 11 months ago

Jensen Huang says the AI productivity story is already showing up in software output - and he thinks the "AI will reduce jobs" narrative is wrong. "In the first few months of 2026, it has nearly tripled." "30 million software developers, representing about $3 trillion worth of GDP, are now producing nearly three times as much output." "That $3 trillion worth of salary is now producing nearly $9 trillion worth of output." "This is the potential. This is the promise of AI." "People talk about AI reducing jobs. Complete nonsense. It's causing more software engineers to be hired." His logic is simple: If a software engineer can create 3x more output with AI, companies do not stop hiring engineers. They want more of them. The bottleneck moves from typing code to deciding what to build, orchestrating systems, and turning that output into products customers actually use.

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Karl Mehta

13,815 views • 3 months ago

📁 Andrej Karpathy, AI researcher and former Head of AI at Tesla, says most apps today are already obsolete at birth. Because software is dissolving in front of us. You used to need code, interfaces, logic. Now it’s just an image and a prompt… and the network does everything. The shift isn’t speed. It’s that we no longer know what is still “software” at all.

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Jon Hernandez

27,161 views • 5 months ago

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Rohan Paul

16,584 views • 4 months ago

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we officially solved software products for AI UGC we already systemized physical products months ago.. skincare, supplements, gadgets, you drop it in and the ad comes out looking perfect software was a different story so it took me a bit of time because the text on screen always came out as gibberish and the app in the video looked nothing like the actual app, so every software ad ended up looking like slop.. but that is no longer a problem, in the V4 system i built a framework specifically for software, this whole video now comes out of 1 prompt pause the video and look at the screen yourself, every single piece of text on the app is readable, which is traditionally extremely hard to do with AI UGC and the exact reason software and app people stayed out of it then watch when she swipes her hand to go to the next screen, the animation is 1:1 with how the app moves natively and you can tell there is no weird AI transition happening so now we have: > max realism > readable and accurate text on screen every time > a 1:1 representation of your actual app or software which means literally ANY product can be done with AI UGC now, ecom, software, apps, info products, all of it there has never been a better time to scale creatives.

Miko

36,286 views • 1 month ago

Today marks a new era of ClickUp, defined by craft and quality. And a new era of software, defined as Convergence – replacing separate software and maximizing productivity with AI. ClickUp 4.0 is polished, powerful, and perfectly crafted... and it's available for everyone, right now. More details in this thread 🧵

Today marks a new era of ClickUp, defined by craft and quality. And a new era of software, defined as Convergence – replacing separate software and maximizing productivity with AI. ClickUp 4.0 is polished, powerful, and perfectly crafted... and it's available for everyone, right now. More details in this thread 🧵

ClickUp

12,453 views • 10 months ago

Jensen talked about this at GTC Taipei: "A lot of people said ‘You know Jensen, AI is coming therefore all of the software companies are going out of business.’ It is exactly the opposite because there are so many agents. The world is longer limited by the number of people and those agents will use more [software] tools than ever before. This is actually an incredible time to be a software company.”

Jensen talked about this at GTC Taipei: "A lot of people said ‘You know Jensen, AI is coming therefore all of the software companies are going out of business.’ It is exactly the opposite because there are so many agents. The world is longer limited by the number of people and those agents will use more [software] tools than ever before. This is actually an incredible time to be a software company.”

Trung Phan

31,139 views • 4 months ago

Benedict Evans says AI means more software, not less: "There's going to be a bunch of stuff you could do with software that you just couldn't do before at all. And so there will be more competition." "If you think about the enterprise software fleet today, you've got three buckets... big iron horizontal systems, so SAP and Workday and your CRM... vertical software... and then in the middle, this fuzzy improvised space of Excel and email and the shared file system." "Now you add ChatGPT to that. Do you do that in an LLM? Is there an LLM tool that means you can do that in Salesforce where you couldn't do it before, or you can do it in your vertical app that you couldn't do before?" "All of which is a long way of saying, what does this do to software? And it must be more software. Way more software." Benedict Evans with Erik Torenberg

Benedict Evans says AI means more software, not less: "There's going to be a bunch of stuff you could do with software that you just couldn't do before at all. And so there will be more competition." "If you think about the enterprise software fleet today, you've got three buckets... big iron horizontal systems, so SAP and Workday and your CRM... vertical software... and then in the middle, this fuzzy improvised space of Excel and email and the shared file system." "Now you add ChatGPT to that. Do you do that in an LLM? Is there an LLM tool that means you can do that in Salesforce where you couldn't do it before, or you can do it in your vertical app that you couldn't do before?" "All of which is a long way of saying, what does this do to software? And it must be more software. Way more software." Benedict Evans with Erik Torenberg

a16z

36,975 views • 4 months ago

Anish Acharya: We're going to see a "YouTube moment for software": "If you think about YouTube 20 years ago—we had lots of video and lots of television, and it was high production quality, and it wasn't clear that we needed more and 20 years later, YouTube's a $550 billion enterprise that would be one of the biggest companies in the world if it was independent." "I think the same thing is going to happen for software. People want to make software, and for the first time they can—and they can distribute it and they can consume it." "Sometimes it's going to be important software. Sometimes it's going to be totally trivial. It's going to be software for a bachelor party weekend, software for a joke, software for a prompt. We have this sort of seriousness about software that we had about video and television 20 years ago." "Now it's like—I just took a video on my phone. It's going to be like—I just made an app on my phone. Same energy." Anish Acharya on BILLIONS with Guillaume Moubeche

Anish Acharya: We're going to see a "YouTube moment for software": "If you think about YouTube 20 years ago—we had lots of video and lots of television, and it was high production quality, and it wasn't clear that we needed more and 20 years later, YouTube's a $550 billion enterprise that would be one of the biggest companies in the world if it was independent." "I think the same thing is going to happen for software. People want to make software, and for the first time they can—and they can distribute it and they can consume it." "Sometimes it's going to be important software. Sometimes it's going to be totally trivial. It's going to be software for a bachelor party weekend, software for a joke, software for a prompt. We have this sort of seriousness about software that we had about video and television 20 years ago." "Now it's like—I just took a video on my phone. It's going to be like—I just made an app on my phone. Same energy." Anish Acharya on BILLIONS with Guillaume Moubeche

a16z

103,034 views • 6 months ago

Jensen Huang at GTC: "I expect data center build out to reach a trillion dollars, and I am fairly certain we're going to reach that very soon." "General purpose computing has run its course, and that we need a new computing approach." "In the past we wrote the software and we ran it on computers. In the future, the computer is going to generate the tokens for the software." "The computer has become a generator of tokens, not a retrieval of files."

Jensen Huang at GTC: "I expect data center build out to reach a trillion dollars, and I am fairly certain we're going to reach that very soon." "General purpose computing has run its course, and that we need a new computing approach." "In the past we wrote the software and we ran it on computers. In the future, the computer is going to generate the tokens for the software." "The computer has become a generator of tokens, not a retrieval of files."

vitrupo

56,013 views • 1 year ago

$In every tech wave, the leaders of one era often aren't the leaders of the next. Inside the AI wave, software is going through a shift. Coatue Sector Head Max Cook (Max Cook) calls it the 'software handoff' and explains what marks a 'handoff' and how to spot one. More in our C:\Take below. ⬇️$

In every tech wave, the leaders of one era often aren't the leaders of the next. Inside the AI wave, software is going through a shift. Coatue Sector Head Max Cook (Max Cook) calls it the 'software handoff' and explains what marks a 'handoff' and how to spot one. More in our C:\Take below. ⬇️

COATUE

18,197 views • 3 months ago

Marc Benioff just exposed the biggest hypocrisy in the AI boom. The companies building the AI that’s supposed to kill software are some of Salesforce’s largest customers. Benioff: “The AI companies love our products and they can’t buy enough of them. They’re some of our largest customers now: Anthropic, OpenAI, Google, Amazon, you name it.” Let that land. The most advanced AI labs on earth. The companies with more engineering talent and compute than anyone. The ones building the technology that analysts say will make traditional software obsolete. Still buying traditional software. At scale. Benioff: “No one has a company that’s running entirely on a large language model because it’s not real.” Not because they haven’t tried. Because an LLM is not a foundation. It’s a feature. Benioff: “Yeah, Minority Report, I watched the movie. Great guys, fantastic. But I’m in the present-moment reality right now. We’re living in this world. This is 2026.” The analysts writing reports about fully autonomous AI companies have never had to run one. Benioff is running one of the largest enterprise software companies on earth. The gap between those two perspectives is where billions of dollars are being misallocated. Benioff: “How are we doing our financials, our HR, our customer information? How are we doing all of these aspects of our business?” A neural network that hallucinates cannot execute a financial transaction that has to be right every single time. Cannot secure customer data with zero tolerance for error. Cannot provide the determinism that every real business runs on. Benioff: “We need the determinism, and the programmability, and the security, and the sharing.” AI doesn’t replace those requirements. It sits on top of them. Benioff: “I think the software industry is going to be bigger and broader and do more this year than ever before.” The future isn’t AI replacing software. It’s AI making software exponentially more powerful. The smartest people building the future already know this. They’re the ones still buying the software.

Marc Benioff just exposed the biggest hypocrisy in the AI boom. The companies building the AI that’s supposed to kill software are some of Salesforce’s largest customers. Benioff: “The AI companies love our products and they can’t buy enough of them. They’re some of our largest customers now: Anthropic, OpenAI, Google, Amazon, you name it.” Let that land. The most advanced AI labs on earth. The companies with more engineering talent and compute than anyone. The ones building the technology that analysts say will make traditional software obsolete. Still buying traditional software. At scale. Benioff: “No one has a company that’s running entirely on a large language model because it’s not real.” Not because they haven’t tried. Because an LLM is not a foundation. It’s a feature. Benioff: “Yeah, Minority Report, I watched the movie. Great guys, fantastic. But I’m in the present-moment reality right now. We’re living in this world. This is 2026.” The analysts writing reports about fully autonomous AI companies have never had to run one. Benioff is running one of the largest enterprise software companies on earth. The gap between those two perspectives is where billions of dollars are being misallocated. Benioff: “How are we doing our financials, our HR, our customer information? How are we doing all of these aspects of our business?” A neural network that hallucinates cannot execute a financial transaction that has to be right every single time. Cannot secure customer data with zero tolerance for error. Cannot provide the determinism that every real business runs on. Benioff: “We need the determinism, and the programmability, and the security, and the sharing.” AI doesn’t replace those requirements. It sits on top of them. Benioff: “I think the software industry is going to be bigger and broader and do more this year than ever before.” The future isn’t AI replacing software. It’s AI making software exponentially more powerful. The smartest people building the future already know this. They’re the ones still buying the software.

Dustin

203,697 views • 7 months ago

TypeSafe AI's Diogo Almeida's elevator pitch for Jev: "Where the f**k is all the automation?" "AI is so unbelievably smart. Not that I hate on chatbots or coding agents, I love them myself, but it's so useless at all other stuff. It's tragic." "TypeSafe is making AI for software. We want to make AI powerful, not just for humans in the loop, but to actually build real software. Jev, to us, is our first model in this whole space to make [automation] way, way better." "I like Claude Code and Codex. I love the description from Garry Tan and them: It's just-in-time software. It makes software on the fly, and you can program software in natural language, but it has the same expressive power as software." "What I want instead is smart software. Instead of automating software engineering, I want to expand what software itself can do, such that things that should be automatable can then be automatable." "I want to express things like intent. I want to expand the vocabulary of what we can do." "Programming is hyper-specifying valuable things and then infinitely replicating them. It's so freaking cool." Diogo Almeida

TypeSafe AI's Diogo Almeida's elevator pitch for Jev: "Where the f**k is all the automation?" "AI is so unbelievably smart. Not that I hate on chatbots or coding agents, I love them myself, but it's so useless at all other stuff. It's tragic." "TypeSafe is making AI for software. We want to make AI powerful, not just for humans in the loop, but to actually build real software. Jev, to us, is our first model in this whole space to make [automation] way, way better." "I like Claude Code and Codex. I love the description from Garry Tan and them: It's just-in-time software. It makes software on the fly, and you can program software in natural language, but it has the same expressive power as software." "What I want instead is smart software. Instead of automating software engineering, I want to expand what software itself can do, such that things that should be automatable can then be automatable." "I want to express things like intent. I want to expand the vocabulary of what we can do." "Programming is hyper-specifying valuable things and then infinitely replicating them. It's so freaking cool." Diogo Almeida

a16z

39,339 views • 10 days ago

📁 Ben Horowitz, co-founder of Andreessen Horowitz, says AI advantages no longer last. In traditional software, small teams could defend leads for years. In AI, with proprietary data and enough GPUs, money can erase any head start. Innovation no longer protects. Capital competes in real time. Leadership is not defended, it is funded.

📁 Ben Horowitz, co-founder of Andreessen Horowitz, says AI advantages no longer last. In traditional software, small teams could defend leads for years. In AI, with proprietary data and enough GPUs, money can erase any head start. Innovation no longer protects. Capital competes in real time. Leadership is not defended, it is funded.

Jon Hernandez

44,523 views • 8 months ago

Interestingly, this is the first time Tesla have publicly shown what could be the consumer-facing software for a privately owned Cybercab. It basically looks just like the software in a Model 3 or Model Y. The CarSauce YouTube channel got access to the Cybercab currently touring Australia. It’s at Tesla Sydney in Alexandria right now and anyone can go and see it.

Interestingly, this is the first time Tesla have publicly shown what could be the consumer-facing software for a privately owned Cybercab. It basically looks just like the software in a Model 3 or Model Y. The CarSauce YouTube channel got access to the Cybercab currently touring Australia. It’s at Tesla Sydney in Alexandria right now and anyone can go and see it.

Oli

393,854 views • 17 days ago

People forget Tesla is just as much a hardcore software company as it is a hardcore hardware company. You feel it the second you use the Cybercab. The software is buttery smooth. Everything responds instantly. And bc the Cybercab has cameras surrounding the car, it can constantly see what’s happening around it. The software takes all of that camera data and turns it into a real-time understanding of the world around the car like vehicles, people, roads, obstacles. You can literally watch that digital world being built around it on the screen as you ride. Hardware + software + AI, all built to work together. That vertical integration is Tesla’s superpower. That’s the part people miss.

People forget Tesla is just as much a hardcore software company as it is a hardcore hardware company. You feel it the second you use the Cybercab. The software is buttery smooth. Everything responds instantly. And bc the Cybercab has cameras surrounding the car, it can constantly see what’s happening around it. The software takes all of that camera data and turns it into a real-time understanding of the world around the car like vehicles, people, roads, obstacles. You can literally watch that digital world being built around it on the screen as you ride. Hardware + software + AI, all built to work together. That vertical integration is Tesla’s superpower. That’s the part people miss.

Teslaconomics

23,937 views • 1 month ago