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Jensen Huang says NVIDIA doesn't actually build computers — and that's why every investor can't wait for them. "We don't build computers," Huang says. "We actually don't build clouds." "As it turns out, we're a computing platform company. And nobody can buy anything from us." "We vertically design, vertically...

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GeniusThinking

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Jensen Huang open-sourced NVIDIA's flagship AI model, its weights, its data, AND how they created it. "We open sourced the models," Huang says. "We open sourced the weights." "We open sourced the data." "We open sourced how we created it." Four layers of openness in one model release. "Open source is fundamentally necessary for many industries to join the AI revolution." "NVIDIA has the scale and the motivation to build and continue to build these AI models for as long as we shall live." The chip seller benefits when every model is open. NVIDIA is the chip seller. P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Jensen Huang ( NVIDIA ), NVIDIA CEO, on Lex Fridman's ( Lex Fridman ) podcast
1:29

Jensen Huang open-sourced NVIDIA's flagship AI model, its weights, its data, AND how they created it. "We open sourced the models," Huang says. "We open sourced the weights." "We open sourced the data." "We open sourced how we created it." Four layers of openness in one model release. "Open source is fundamentally necessary for many industries to join the AI revolution." "NVIDIA has the scale and the motivation to build and continue to build these AI models for as long as we shall live." The chip seller benefits when every model is open. NVIDIA is the chip seller. P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Jensen Huang ( NVIDIA ), NVIDIA CEO, on Lex Fridman's ( Lex Fridman ) podcast

GeniusThinking

14,769 Aufrufe • vor 2 Monaten

Jensen Huang says the gamers calling DLSS 5 'AI slop' got it backward — the artist still owns every frame. Lex asked Huang about the gamers calling DLSS 5 "AI slop." Huang didn't dodge. "I don't love AI slop myself," Huang says. "All of the AI generated content increasingly looks similar, and they're all beautiful." "I'm empathetic towards what they're thinking." "That's just not what DLSS 5 is trying to do." Then he named what DLSS 5 actually is: "DLSS 5 is 3D conditioned, 3D guided. It's ground truth structure data guided." "The artist determined the geometry. We are completely truthful to the geometry." "It's conditioned by the textures, the artistry of the artist." "Every single frame, it enhances but it doesn't change anything." AI slop generates without permission. DLSS 5 generates with the artist's blueprint. Same technology. Opposite intent. P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Jensen Huang ( NVIDIA ), NVIDIA CEO, on Lex Fridman's ( Lex Fridman ) podcast
2:12

Jensen Huang says the gamers calling DLSS 5 'AI slop' got it backward — the artist still owns every frame. Lex asked Huang about the gamers calling DLSS 5 "AI slop." Huang didn't dodge. "I don't love AI slop myself," Huang says. "All of the AI generated content increasingly looks similar, and they're all beautiful." "I'm empathetic towards what they're thinking." "That's just not what DLSS 5 is trying to do." Then he named what DLSS 5 actually is: "DLSS 5 is 3D conditioned, 3D guided. It's ground truth structure data guided." "The artist determined the geometry. We are completely truthful to the geometry." "It's conditioned by the textures, the artistry of the artist." "Every single frame, it enhances but it doesn't change anything." AI slop generates without permission. DLSS 5 generates with the artist's blueprint. Same technology. Opposite intent. P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Jensen Huang ( NVIDIA ), NVIDIA CEO, on Lex Fridman's ( Lex Fridman ) podcast

GeniusThinking

13,519 Aufrufe • vor 2 Monaten

🚨 BREAKING: On Lex Fridman's podcast Jensen Huang declared the exact moment when we achieved AGI. You can stop guessing when AGI gets here. CEO of Nvidia Jensen Huang gave Lex Fridman a four-word answer. "I think it's now," "I think we've achieved AGI. We've achieved AGI when an AI can build a billion-dollar app then immediately die." "You said a billion, and you didn't say forever." "It is not out of the question that a Claw was able to create a web service, some interesting little app that all of a sudden, a few billion people used for 50 cents, and then it went out of business again shortly after." "We saw a whole bunch of those type of companies during the internet era, and most of those websites were not anything more sophisticated than what OpenClaw could generate today." "It's happening right now," Huang says. "When you go to China you're gonna see a whole bunch of people teaching their Claws to go out and look for jobs and do work, make money." The AGI you've been waiting for is already getting hired. It's just not hiring you. If you're new here, follow @AiEvolutio for the latest on ChatGPT, Claude, and the AI tools shaping how we work and create. — Jensen Huang ( NVIDIA ), NVIDIA CEO, on Lex Fridman's ( Lex Fridman ) podcast
1:39

🚨 BREAKING: On Lex Fridman's podcast Jensen Huang declared the exact moment when we achieved AGI. You can stop guessing when AGI gets here. CEO of Nvidia Jensen Huang gave Lex Fridman a four-word answer. "I think it's now," "I think we've achieved AGI. We've achieved AGI when an AI can build a billion-dollar app then immediately die." "You said a billion, and you didn't say forever." "It is not out of the question that a Claw was able to create a web service, some interesting little app that all of a sudden, a few billion people used for 50 cents, and then it went out of business again shortly after." "We saw a whole bunch of those type of companies during the internet era, and most of those websites were not anything more sophisticated than what OpenClaw could generate today." "It's happening right now," Huang says. "When you go to China you're gonna see a whole bunch of people teaching their Claws to go out and look for jobs and do work, make money." The AGI you've been waiting for is already getting hired. It's just not hiring you. If you're new here, follow @AiEvolutio for the latest on ChatGPT, Claude, and the AI tools shaping how we work and create. — Jensen Huang ( NVIDIA ), NVIDIA CEO, on Lex Fridman's ( Lex Fridman ) podcast

AI Evolution

105,765 Aufrufe • vor 2 Monaten

NVIDIA CEO Jensen Huang says one scaling law multiplies AI faster than NVIDIA can hire engineers. Most people know three AI scaling laws. Pre-training. Post-training. Test-time. Each one multiplies intelligence by throwing more compute at a different stage. Jensen Huang says there's a fourth and it's the one that will dominate... Agentic scaling law. "During test time, that agentic system goes off and does research, bangs on databases, uses tools," Huang says. "And one of the most important things it does is spawn off a whole bunch of sub-agents." That's the multiplier. One AI worker can become a team. Then a department. Then a company. "It's so much easier to scale NVIDIA by hiring more employees than it is to scale myself," Huang says. Now imagine scaling without a payroll constraint. "The agentic scaling law — it's kind of like multiplying AI," Huang says. "We could spin off agents as fast as you want to spin off agents." Each agent spins off sub-agents. Each sub-agent spins off more. The compute requirement compounds inside a single query. And every agent generates new data, new experiences, new edge cases. "Wow, this is really good. We ought to memorize this," Huang says. "That data set comes back to pre-training." The four scaling laws don't compete. They feed each other. Agentic systems produce data, which feeds pre-training, which smartens the base model, which enables better agents, which produce more data. A flywheel that compounds forever. The companies pricing in three scaling laws are mispricing the fourth. The fourth eats the other three for lunch. P.S. Pull the thread on any story like this and you'll find the hidden incentive at the other end. As Munger said: "Show me the incentive and I'll show you the outcome." So I wrote a short book on how to spot them and design your own. Comment "INCENTIVES" and I'll send you the details. If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Jensen Huang ( NVIDIA ), NVIDIA CEO, on Lex Fridman's ( Lex Fridman ) podcast
0:55

NVIDIA CEO Jensen Huang says one scaling law multiplies AI faster than NVIDIA can hire engineers. Most people know three AI scaling laws. Pre-training. Post-training. Test-time. Each one multiplies intelligence by throwing more compute at a different stage. Jensen Huang says there's a fourth and it's the one that will dominate... Agentic scaling law. "During test time, that agentic system goes off and does research, bangs on databases, uses tools," Huang says. "And one of the most important things it does is spawn off a whole bunch of sub-agents." That's the multiplier. One AI worker can become a team. Then a department. Then a company. "It's so much easier to scale NVIDIA by hiring more employees than it is to scale myself," Huang says. Now imagine scaling without a payroll constraint. "The agentic scaling law — it's kind of like multiplying AI," Huang says. "We could spin off agents as fast as you want to spin off agents." Each agent spins off sub-agents. Each sub-agent spins off more. The compute requirement compounds inside a single query. And every agent generates new data, new experiences, new edge cases. "Wow, this is really good. We ought to memorize this," Huang says. "That data set comes back to pre-training." The four scaling laws don't compete. They feed each other. Agentic systems produce data, which feeds pre-training, which smartens the base model, which enables better agents, which produce more data. A flywheel that compounds forever. The companies pricing in three scaling laws are mispricing the fourth. The fourth eats the other three for lunch. P.S. Pull the thread on any story like this and you'll find the hidden incentive at the other end. As Munger said: "Show me the incentive and I'll show you the outcome." So I wrote a short book on how to spot them and design your own. Comment "INCENTIVES" and I'll send you the details. If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Jensen Huang ( NVIDIA ), NVIDIA CEO, on Lex Fridman's ( Lex Fridman ) podcast

GeniusThinking

93,264 Aufrufe • vor 3 Monaten

Ray Dalio, who built the world's largest hedge fund, says buying a house might be the wrong move right now. The advice we all grew up with was buy a house, move in, pay the mortgage for 25 years. Dalio says that logic is backwards in this economy. "The ability to move capital matters. And if you look at history this has been an important consideration." "If you're nailing yourself down and that's your primary capital and it's nailed down there, then that's those limit your flexibility." He calls it the smart rabbit rule, three holes, three ways out, never one trap. Are you flexible, or are you nailed down? P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Ray Dalio, founder of Bridgewater Associates, on Steven Bartlett's ( Steven Bartlett ) The Diary Of A CEO
0:48

Ray Dalio, who built the world's largest hedge fund, says buying a house might be the wrong move right now. The advice we all grew up with was buy a house, move in, pay the mortgage for 25 years. Dalio says that logic is backwards in this economy. "The ability to move capital matters. And if you look at history this has been an important consideration." "If you're nailing yourself down and that's your primary capital and it's nailed down there, then that's those limit your flexibility." He calls it the smart rabbit rule, three holes, three ways out, never one trap. Are you flexible, or are you nailed down? P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Ray Dalio, founder of Bridgewater Associates, on Steven Bartlett's ( Steven Bartlett ) The Diary Of A CEO

GeniusThinking

17,324 Aufrufe • vor 1 Monat

Elon Musk says money will stop existing once AI and robots can make anything anyone wants. He says money is just a database for allocating labor. Once robots do all the labor, that database becomes pointless. "I think long term I think money disappears as a concept." Musk says only one thing will actually still hold value after that shift. • Money is an information system for labor • AI and robots satisfy all human needs • Energy becomes the true currency instead The entire financial system was never the point, it was just a placeholder until the robots showed up. P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Elon Musk on People by WTF ( Nikhil Kamath )
0:55

Elon Musk says money will stop existing once AI and robots can make anything anyone wants. He says money is just a database for allocating labor. Once robots do all the labor, that database becomes pointless. "I think long term I think money disappears as a concept." Musk says only one thing will actually still hold value after that shift. • Money is an information system for labor • AI and robots satisfy all human needs • Energy becomes the true currency instead The entire financial system was never the point, it was just a placeholder until the robots showed up. P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Elon Musk on People by WTF ( Nikhil Kamath )

GeniusThinking

51,011 Aufrufe • vor 1 Monat

A casino general manager stopped a dealer mid-hand and banned Mohnish Pabrai for life, and he wasn't even counting cards "Mr. Purbrai, I like you. I read your book. I watched your videos. And you have a system that we cannot beat" "I told him I said you know I'm not counting cards. He said that's what threw us off. He said we know you're not counting cards. And we know you'll beat us" "So you can come to this casino anytime you want. But you cannot sit down at a blackjack table" "I always tell them listen just say that I have a lifetime ban in Vegas" P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Mohnish Pabrai, fund manager, on Sean Kelly's My First Million
0:43

A casino general manager stopped a dealer mid-hand and banned Mohnish Pabrai for life, and he wasn't even counting cards "Mr. Purbrai, I like you. I read your book. I watched your videos. And you have a system that we cannot beat" "I told him I said you know I'm not counting cards. He said that's what threw us off. He said we know you're not counting cards. And we know you'll beat us" "So you can come to this casino anytime you want. But you cannot sit down at a blackjack table" "I always tell them listen just say that I have a lifetime ban in Vegas" P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Mohnish Pabrai, fund manager, on Sean Kelly's My First Million

GeniusThinking

59,059 Aufrufe • vor 1 Monat

Professor Jiang says in China everything you buy, message, and say online gets fed into a database built to control you. He lived it firsthand. Digital ID for a bank account, digital ID for your phone, digital ID for every payment you make. The government calls this progress. They say it helps you lose weight, avoid drugs, work harder. Jiang says that's exactly the point. "Everything you do online is being recorded and is being inputted into the database to figure out who you are, what you want, and how to control you." • Digital ID required for banking, phones, payments • Government can categorize and predict your behavior • Jiang avoids Chinese internet to stay unmonitored Once they know what you want, they don't need to force you anymore. P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Professor Jiang on The Diary Of A CEO
2:02

Professor Jiang says in China everything you buy, message, and say online gets fed into a database built to control you. He lived it firsthand. Digital ID for a bank account, digital ID for your phone, digital ID for every payment you make. The government calls this progress. They say it helps you lose weight, avoid drugs, work harder. Jiang says that's exactly the point. "Everything you do online is being recorded and is being inputted into the database to figure out who you are, what you want, and how to control you." • Digital ID required for banking, phones, payments • Government can categorize and predict your behavior • Jiang avoids Chinese internet to stay unmonitored Once they know what you want, they don't need to force you anymore. P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Professor Jiang on The Diary Of A CEO

GeniusThinking

12,411 Aufrufe • vor 1 Monat

Today, NVIDIA is widely recognized as the most consequential technology company in the world. But when Founder and CEO Jensen Huang hatched the idea more than three decades ago, it was viewed as little more than an incredibly risky bet on a new approach to computing. How did Huang, an immigrant from working class roots in Taiwan, build this company into what it is today? In the first installment of the Hoover Institution's Only in America series, Condoleezza Rice sits down with Huang to explore why his rise—and that of NVIDIA—couldn't have happened anywhere else. 04:42 Jensen Huang's journey to the US 07:54 Jensen's experience at boarding school in Kentucky 14:23 How Jensen came to Silicon Valley 17:23 Founding NVIDIA 23:40 The evolution and growth of NVIDIA 27:08 Sustaining motivation amid challenges 29:01 America's exceptional tech sector 32:28 Why Huang is a "cautious optimist" on AI 35:10 Jensen Huang's Only in America story
39:37

Today, NVIDIA is widely recognized as the most consequential technology company in the world. But when Founder and CEO Jensen Huang hatched the idea more than three decades ago, it was viewed as little more than an incredibly risky bet on a new approach to computing. How did Huang, an immigrant from working class roots in Taiwan, build this company into what it is today? In the first installment of the Hoover Institution's Only in America series, Condoleezza Rice sits down with Huang to explore why his rise—and that of NVIDIA—couldn't have happened anywhere else. 04:42 Jensen Huang's journey to the US 07:54 Jensen's experience at boarding school in Kentucky 14:23 How Jensen came to Silicon Valley 17:23 Founding NVIDIA 23:40 The evolution and growth of NVIDIA 27:08 Sustaining motivation amid challenges 29:01 America's exceptional tech sector 32:28 Why Huang is a "cautious optimist" on AI 35:10 Jensen Huang's Only in America story

Hoover Institution

122,851 Aufrufe • vor 2 Monaten

Professor Jiang says every American male 18 to 24 will be automatically registered for the draft starting this December. He predicted Trump would start a war with Iran before it happened. Now he says that war becomes a forever war, and it needs bodies to keep running. For decades the draft existed on paper but nobody enforced it. That changes this winter. "You'll be automatically put into the draft system." • Automatic registration starts in December this year • Applies to males between 18 and 24 in America • War in Iran could last decades, like Afghanistan A law most people never read just decided who fights the next war. P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Professor Jiang on The Diary Of A CEO
1:27

Professor Jiang says every American male 18 to 24 will be automatically registered for the draft starting this December. He predicted Trump would start a war with Iran before it happened. Now he says that war becomes a forever war, and it needs bodies to keep running. For decades the draft existed on paper but nobody enforced it. That changes this winter. "You'll be automatically put into the draft system." • Automatic registration starts in December this year • Applies to males between 18 and 24 in America • War in Iran could last decades, like Afghanistan A law most people never read just decided who fights the next war. P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Professor Jiang on The Diary Of A CEO

GeniusThinking

30,918 Aufrufe • vor 1 Monat

Elon Musk reveals money itself may vanish as a concept once AI and robots satisfy every human need. He says wealth was never the point. Labor allocation was. "Money is really an information system for labor allocation." "If there's no labor to allocate, it's meaningless." He even jokes a trillion dollars on a desert island is worthless because there's nothing to trade for. Once AI and robots do the work, what does money even track anymore? P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Elon Musk, founder of SpaceX, Tesla and X, on Nikhil Kamath's People by WTF.
0:30

Elon Musk reveals money itself may vanish as a concept once AI and robots satisfy every human need. He says wealth was never the point. Labor allocation was. "Money is really an information system for labor allocation." "If there's no labor to allocate, it's meaningless." He even jokes a trillion dollars on a desert island is worthless because there's nothing to trade for. Once AI and robots do the work, what does money even track anymore? P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Elon Musk, founder of SpaceX, Tesla and X, on Nikhil Kamath's People by WTF.

GeniusThinking

14,867 Aufrufe • vor 1 Monat

🚨 Jensen Huang says everyone panicked about the AI data when MOST training data was never REAL to begin with. Ilya Sutskever told the industry pre-training was over. "Ilya said, 'We're out of data,' or something like that. 'Pre-training is over,' or something like that," Huang says. "The industry panicked, you know, that this is the end of AI." "And of course, of course that's obviously not true. We're gonna keep on scaling the amount of data that we have to train with." "A lot of that data is probably gonna be synthetic." That's where the panic came from — synthetic data sounds like cheating. "Most of the data that we are training, that we teach each other with, inform each other with, is synthetic." "It's synthetic because it didn't come out of nature." "You created it. I'm consuming it. I modify it, augment it, I regenerate it, somebody else consumes it." The textbook in your hand is synthetic. The post you're reading is synthetic. The lecture you took is synthetic. Nature didn't make any of it. Humans did. AI just learned to do the same thing — faster. "Training is now limited by compute," Huang says. "Data is now limited by compute." The data wall wasn't a wall. It was a mirror. If you're new here, follow @AiEvolutio for the latest on ChatGPT, Claude, and the AI tools shaping how we work and create. — Jensen Huang ( NVIDIA ), NVIDIA CEO, on Lex Fridman's ( Lex Fridman ) podcast
1:29

🚨 Jensen Huang says everyone panicked about the AI data when MOST training data was never REAL to begin with. Ilya Sutskever told the industry pre-training was over. "Ilya said, 'We're out of data,' or something like that. 'Pre-training is over,' or something like that," Huang says. "The industry panicked, you know, that this is the end of AI." "And of course, of course that's obviously not true. We're gonna keep on scaling the amount of data that we have to train with." "A lot of that data is probably gonna be synthetic." That's where the panic came from — synthetic data sounds like cheating. "Most of the data that we are training, that we teach each other with, inform each other with, is synthetic." "It's synthetic because it didn't come out of nature." "You created it. I'm consuming it. I modify it, augment it, I regenerate it, somebody else consumes it." The textbook in your hand is synthetic. The post you're reading is synthetic. The lecture you took is synthetic. Nature didn't make any of it. Humans did. AI just learned to do the same thing — faster. "Training is now limited by compute," Huang says. "Data is now limited by compute." The data wall wasn't a wall. It was a mirror. If you're new here, follow @AiEvolutio for the latest on ChatGPT, Claude, and the AI tools shaping how we work and create. — Jensen Huang ( NVIDIA ), NVIDIA CEO, on Lex Fridman's ( Lex Fridman ) podcast

AI Evolution

15,565 Aufrufe • vor 2 Monaten

Billionaire investor Jeremy Grantham reveals sperm counts are on track to hit zero by 2045. "In 20 to 25 years the average young couple will need help getting pregnant." He says hunter-gatherers had 118 million units per milliliter. Today the number is 35. "It means half the male population will have zero viable sperm and the remaining half will be right on the edge of functional infertility." He blames plastics and endocrine disruptors leaching into our bodies every single day. The World Health Organization already says 17 percent of young couples need help conceiving right now. P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Jeremy Grantham, co-founder of GMO, on Steven Bartlett's ( Steven Bartlett ) The Diary Of A CEO
1:12

Billionaire investor Jeremy Grantham reveals sperm counts are on track to hit zero by 2045. "In 20 to 25 years the average young couple will need help getting pregnant." He says hunter-gatherers had 118 million units per milliliter. Today the number is 35. "It means half the male population will have zero viable sperm and the remaining half will be right on the edge of functional infertility." He blames plastics and endocrine disruptors leaching into our bodies every single day. The World Health Organization already says 17 percent of young couples need help conceiving right now. P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Jeremy Grantham, co-founder of GMO, on Steven Bartlett's ( Steven Bartlett ) The Diary Of A CEO

GeniusThinking

20,391 Aufrufe • vor 1 Monat

Billionaire investor Jeremy Grantham says investment advisers will never tell you to sell because it kills their business. He polled 400 stock market experts in 1999. Every single one agreed a return to normal pricing would guarantee a major bear market. Almost none thought it would happen. It happened anyway. The engine room analysts knew the truth. The marketing executives on stage with him did not want to hear it. "It is not good business for them to do that, and they will not ever say it to you." He calls it a betrayal of trust that repeats every cycle. • Goldman Sachs never said get out in 1929 • Same silence through the 1972 crash • Same silence through the 2000 tech bubble Your financial adviser gets paid whether you win or lose, so silence is always the safer business decision for them. P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Jeremy Grantham on The Diary Of A CEO
1:04

Billionaire investor Jeremy Grantham says investment advisers will never tell you to sell because it kills their business. He polled 400 stock market experts in 1999. Every single one agreed a return to normal pricing would guarantee a major bear market. Almost none thought it would happen. It happened anyway. The engine room analysts knew the truth. The marketing executives on stage with him did not want to hear it. "It is not good business for them to do that, and they will not ever say it to you." He calls it a betrayal of trust that repeats every cycle. • Goldman Sachs never said get out in 1929 • Same silence through the 1972 crash • Same silence through the 2000 tech bubble Your financial adviser gets paid whether you win or lose, so silence is always the safer business decision for them. P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow GeniusThinking for content on the greatest minds in economics, psychology, and history. — Jeremy Grantham on The Diary Of A CEO

GeniusThinking

55,998 Aufrufe • vor 1 Monat

Neil deGrasse Tyson explains why owning a cat once made a woman a suspected witch "We would later learn that many of the plagues were from a flea" "So the flea would get infected and would bite you and you'd get the plague" "Where did the fleas come from we would later learn they came from rats and mice that were infected with the plague" "If you owned a cat you didn't have mice, you didn't get the plague" "So women didn't get the plague and they were therefore Sorcerers, they were witches" P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow Genius Thinking for content on the greatest minds in economics, psychology, and history. — Neil deGrasse Tyson, astrophysicist and author, on Theo Von's ( Theo Von ) This Past Weekend
1:16

Neil deGrasse Tyson explains why owning a cat once made a woman a suspected witch "We would later learn that many of the plagues were from a flea" "So the flea would get infected and would bite you and you'd get the plague" "Where did the fleas come from we would later learn they came from rats and mice that were infected with the plague" "If you owned a cat you didn't have mice, you didn't get the plague" "So women didn't get the plague and they were therefore Sorcerers, they were witches" P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow Genius Thinking for content on the greatest minds in economics, psychology, and history. — Neil deGrasse Tyson, astrophysicist and author, on Theo Von's ( Theo Von ) This Past Weekend

Genius Thinking

194,908 Aufrufe • vor 29 Tagen

Nvidia CEO: AIs are recursively self-improving. We are "obviously" less than 5 years from AGI. INTERVIEWER: People talk about AGI. Do you think in 10 years from now we're there? JENSEN HUANG: Depending on how you define it, I think the answer is yes. And so the question is, what is AGI? If we define AGI as a piece of software, a computer that can take a whole bunch of tests. And these tests reflect basic intelligence, and by completing those tests, deliver results that are fairly competitive to a normal human? I would say that within the next five years, you're going to see, obviously, AIs that can achieve those tests. AIs are designing AIs: INTERVIEWER: And design the chips that you're making right now? JENSEN HUANG: Yeah. INTERVIEWER: Will you need to have the same staff that designs them? JENSEN HUANG: In fact, none of our chips are possible today without AI. Literally. The H100s we're shipping today was designed with the assistance of a whole lot of AIs. Otherwise, we wouldn't be able to cram so many transistors on a chip or optimize the algorithms to the level that we have. Software can't be written without AI, chips can't be designed without AI. Nothing's possible.
1:14

Nvidia CEO: AIs are recursively self-improving. We are "obviously" less than 5 years from AGI. INTERVIEWER: People talk about AGI. Do you think in 10 years from now we're there? JENSEN HUANG: Depending on how you define it, I think the answer is yes. And so the question is, what is AGI? If we define AGI as a piece of software, a computer that can take a whole bunch of tests. And these tests reflect basic intelligence, and by completing those tests, deliver results that are fairly competitive to a normal human? I would say that within the next five years, you're going to see, obviously, AIs that can achieve those tests. AIs are designing AIs: INTERVIEWER: And design the chips that you're making right now? JENSEN HUANG: Yeah. INTERVIEWER: Will you need to have the same staff that designs them? JENSEN HUANG: In fact, none of our chips are possible today without AI. Literally. The H100s we're shipping today was designed with the assistance of a whole lot of AIs. Otherwise, we wouldn't be able to cram so many transistors on a chip or optimize the algorithms to the level that we have. Software can't be written without AI, chips can't be designed without AI. Nothing's possible.

AI Notkilleveryoneism Memes ⏸️

1,256,020 Aufrufe • vor 2 Jahren

Jensen Huang just made the case for American empire. Said it plain. Didn’t flinch. Didn’t walk it back. And almost nobody caught what he actually admitted. Jensen Huang: “The amount of compute in the United States is a hundred times more than anywhere else in the world.” One hundred times. That is not a market lead. That is a monopoly on the future of intelligence. The kind that compounds every six months until no one else can close the distance. Jensen Huang: “We make sure that the US labs are the first to hear about it and the first chance to buy it.” Every chip Nvidia designs. Every architecture they ship. America gets first access. Everyone else gets what is left. That is not a sales strategy. That is arms distribution with a quarterly earnings call. Jensen Huang: “And if they don’t have enough money, we even invest in them.” The company building the weapons is bankrolling the people who fire them. Nvidia is no longer a public company. It is a state instrument with a stock ticker. Jensen Huang: “Why would you want the United States to give up the world?” The CEO of the most valuable hardware company on earth did not hedge that. Did not qualify it. He said it like it was obvious. Because to him, it is. Nations used to be measured by steel output. Then oil reserves. Then warhead count. Now it is how much intelligence they can produce per second. Compute is no longer a commodity. It is a strategic resource. Like uranium in 1944. Except this one doubles faster than anyone can respond. Europe understands none of this. They are drafting AI regulations. Compliance frameworks. Ethics panels. Risk tiers. They are bringing paperwork to a physics war. You cannot govern intelligence you do not have the silicon to produce. China gets it. That is why they are building fabs, not filing comment periods. Nvidia already made sure the gap is not annual. It is generational. Silicon Valley still thinks it is building consumer software. Huang just told them they are building American infrastructure. Every model trained here runs on machines that exist nowhere else. Every company that scales here scales on silicon no rival can touch. The world thinks Nvidia sells chips. Nvidia sells the ability to think. And they only sell it under one flag.
0:42

Jensen Huang just made the case for American empire. Said it plain. Didn’t flinch. Didn’t walk it back. And almost nobody caught what he actually admitted. Jensen Huang: “The amount of compute in the United States is a hundred times more than anywhere else in the world.” One hundred times. That is not a market lead. That is a monopoly on the future of intelligence. The kind that compounds every six months until no one else can close the distance. Jensen Huang: “We make sure that the US labs are the first to hear about it and the first chance to buy it.” Every chip Nvidia designs. Every architecture they ship. America gets first access. Everyone else gets what is left. That is not a sales strategy. That is arms distribution with a quarterly earnings call. Jensen Huang: “And if they don’t have enough money, we even invest in them.” The company building the weapons is bankrolling the people who fire them. Nvidia is no longer a public company. It is a state instrument with a stock ticker. Jensen Huang: “Why would you want the United States to give up the world?” The CEO of the most valuable hardware company on earth did not hedge that. Did not qualify it. He said it like it was obvious. Because to him, it is. Nations used to be measured by steel output. Then oil reserves. Then warhead count. Now it is how much intelligence they can produce per second. Compute is no longer a commodity. It is a strategic resource. Like uranium in 1944. Except this one doubles faster than anyone can respond. Europe understands none of this. They are drafting AI regulations. Compliance frameworks. Ethics panels. Risk tiers. They are bringing paperwork to a physics war. You cannot govern intelligence you do not have the silicon to produce. China gets it. That is why they are building fabs, not filing comment periods. Nvidia already made sure the gap is not annual. It is generational. Silicon Valley still thinks it is building consumer software. Huang just told them they are building American infrastructure. Every model trained here runs on machines that exist nowhere else. Every company that scales here scales on silicon no rival can touch. The world thinks Nvidia sells chips. Nvidia sells the ability to think. And they only sell it under one flag.

Dustin

57,215 Aufrufe • vor 4 Monaten

Jensen Huang says Nvidia could only have happened in America. The reason is the hardest thing on earth for a country to build. Huang: “Nvidia genuinely is an only in America story. It’s a chain of extremely low probability events that leads to Nvidia.” A chain that long survives only where nothing cuts it. Every link needed the one before it to still stand years later. Nvidia spent a decade building for a market that did not exist yet. That decade is the whole company. Huang: “America provides tailwind, not headwind.” Talent, capital, and energy exist in dozens of countries. Americans built the thing underneath them that decides whether any of it compounds. Huang: “Laws and rules that are understandable that you can count on.” Predictability sets the length of the projects people are willing to start. Where the ground stays put, a ten-year bet becomes a plan. Where the rules move, the correct strategy is to stay small, stay liquid, and build nothing you would grieve. Huang: “You can rely on the fact that you can create something great and take it to the market. And that it wouldn’t be foreclosed on you randomly, arbitrarily, unknowingly, unpredictably.” In most of the world, what ends a company is a decision made by someone the founder will never meet. Working harder has no answer for that. America took that fear off the table and ambition became rational. The entire modern technology industry grew in the space it left behind. Every civilization runs on the same quiet bet, that work done today still belongs to you tomorrow. Where that bet holds, people build cathedrals. Where it fails, they build nothing they cannot carry out the door. Huang: “As an immigrant, you come here by choice. You witness a miracle, because compared to where you came from, it is a miracle.” Nobody perceives the ground they were born standing on. It took someone who arrived by choice to look at ordinary American life and call it a miracle. Huang: “The entrepreneurial spirit and the immigrant spirit are rather similar.” Both begin with a departure that has no return path. Huang: “My constant desperation to do better is exactly the same feeling my parents had to secure a living for their family. They have nothing to fall back to.” The same engine, one generation apart. His parents used it to survive and he used it to build. Huang: “My parents gave up everything to be here, with no way to fall back. They sacrificed their whole life to build a life for their children so that we could have more opportunities than they did.” Every founder makes a smaller version of that trade. Everything goes in, and most of the return lands on people who arrive later. Huang: “I am the embodiment of the American dream.” Americans built every piece of it. The courts, the contracts, and the expectation that a rule written this year still means the same thing next year. It is the most valuable thing the country owns, and the hardest thing in the world to copy. A chain of extremely low probability events becomes ordinary in a country that protects the time of people who are trying. The ground held long enough for a kid whose parents arrived with nothing to build the most valuable company in the world. It is still holding for whoever starts tomorrow.
2:43

Jensen Huang says Nvidia could only have happened in America. The reason is the hardest thing on earth for a country to build. Huang: “Nvidia genuinely is an only in America story. It’s a chain of extremely low probability events that leads to Nvidia.” A chain that long survives only where nothing cuts it. Every link needed the one before it to still stand years later. Nvidia spent a decade building for a market that did not exist yet. That decade is the whole company. Huang: “America provides tailwind, not headwind.” Talent, capital, and energy exist in dozens of countries. Americans built the thing underneath them that decides whether any of it compounds. Huang: “Laws and rules that are understandable that you can count on.” Predictability sets the length of the projects people are willing to start. Where the ground stays put, a ten-year bet becomes a plan. Where the rules move, the correct strategy is to stay small, stay liquid, and build nothing you would grieve. Huang: “You can rely on the fact that you can create something great and take it to the market. And that it wouldn’t be foreclosed on you randomly, arbitrarily, unknowingly, unpredictably.” In most of the world, what ends a company is a decision made by someone the founder will never meet. Working harder has no answer for that. America took that fear off the table and ambition became rational. The entire modern technology industry grew in the space it left behind. Every civilization runs on the same quiet bet, that work done today still belongs to you tomorrow. Where that bet holds, people build cathedrals. Where it fails, they build nothing they cannot carry out the door. Huang: “As an immigrant, you come here by choice. You witness a miracle, because compared to where you came from, it is a miracle.” Nobody perceives the ground they were born standing on. It took someone who arrived by choice to look at ordinary American life and call it a miracle. Huang: “The entrepreneurial spirit and the immigrant spirit are rather similar.” Both begin with a departure that has no return path. Huang: “My constant desperation to do better is exactly the same feeling my parents had to secure a living for their family. They have nothing to fall back to.” The same engine, one generation apart. His parents used it to survive and he used it to build. Huang: “My parents gave up everything to be here, with no way to fall back. They sacrificed their whole life to build a life for their children so that we could have more opportunities than they did.” Every founder makes a smaller version of that trade. Everything goes in, and most of the return lands on people who arrive later. Huang: “I am the embodiment of the American dream.” Americans built every piece of it. The courts, the contracts, and the expectation that a rule written this year still means the same thing next year. It is the most valuable thing the country owns, and the hardest thing in the world to copy. A chain of extremely low probability events becomes ordinary in a country that protects the time of people who are trying. The ground held long enough for a kid whose parents arrived with nothing to build the most valuable company in the world. It is still holding for whoever starts tomorrow.

Dustin

103,668 Aufrufe • vor 5 Tagen

Watch Nvidia CEO Jensen Huang reveal what he described as the state of the art in AI hardware: the new Rubin computing architecture. “Vera Rubin is designed to address this fundamental challenge that we have: The amount of computation necessary for AI is skyrocketing.” Huang said. “Today, I can tell you that Vera Rubin is in full production.” According to Nvidia’s tests, Rubin architecture operates three and a half times faster than the previous Blackwell architecture on model-training tasks and five times faster on inference tasks, and that's just the start.
3:29

Watch Nvidia CEO Jensen Huang reveal what he described as the state of the art in AI hardware: the new Rubin computing architecture. “Vera Rubin is designed to address this fundamental challenge that we have: The amount of computation necessary for AI is skyrocketing.” Huang said. “Today, I can tell you that Vera Rubin is in full production.” According to Nvidia’s tests, Rubin architecture operates three and a half times faster than the previous Blackwell architecture on model-training tasks and five times faster on inference tasks, and that's just the start.

TechCrunch

76,412 Aufrufe • vor 7 Monaten

Nvidia $NVDA CEO, Jensen Huang, on the AI bubble danger: "The bubble will come someday, just not today. This is in the very beginning of the buildout. It is very unlikely in the next 5 years, and we will see with the 5-10 years. It depends on how fast we can build. The rate at which we can build the infrastructure is limited by physical things. Today, the industry could build faster and run faster but we don't have enough chips, memory, land, power, construction workers to build data centers...we are constrained in every single way and direction. That constraint is what holds the system back so it gives us plenty of time to go build out these infrastructures." Via Axios
1:31

Nvidia $NVDA CEO, Jensen Huang, on the AI bubble danger: "The bubble will come someday, just not today. This is in the very beginning of the buildout. It is very unlikely in the next 5 years, and we will see with the 5-10 years. It depends on how fast we can build. The rate at which we can build the infrastructure is limited by physical things. Today, the industry could build faster and run faster but we don't have enough chips, memory, land, power, construction workers to build data centers...we are constrained in every single way and direction. That constraint is what holds the system back so it gives us plenty of time to go build out these infrastructures." Via Axios

P Equity Research 📰

36,655 Aufrufe • vor 1 Monat