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Last week on CNBC Halftime, Brad Gerstner (Brad Gerstner) broke down the AI selloff — first with Scott Wapner (Scott Wapner), then alongside Jensen Huang (NVIDIA): With Scott Wapner on markets + AI CapEx: "There's a fog of war when the rate of change goes parabolic." "When the smartest...

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Altimeter Capital

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21,265 görüntüleme • 5 ay önce •via X (Twitter)

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“I’ve been skeptical of software now for two years.” On CNBC Halftime with Scott Wapner (Scott Wapner), Brad Gerstner (Brad Gerstner) explained why many software names have reverted from a decade of premium multiples back toward market multiples in the AI era. “The closer you are to a point solution, that feels to me like you're on the front of the conveyor belt heading toward the guillotine, and to me it's just too hard.”
2:04

“I’ve been skeptical of software now for two years.” On CNBC Halftime with Scott Wapner (Scott Wapner), Brad Gerstner (Brad Gerstner) explained why many software names have reverted from a decade of premium multiples back toward market multiples in the AI era. “The closer you are to a point solution, that feels to me like you're on the front of the conveyor belt heading toward the guillotine, and to me it's just too hard.”

Altimeter Capital

169,944 görüntüleme • 2 ay önce

Brad Gerstner (Brad Gerstner) joined CNBC’s Halftime Report with Scott Wapner (@ScottWapnerCNBC) to address the software selloff. In a moment of “exponential change,” investors say “fog of war” and put application software in the “too hard bucket” — not because they’re “missing earnings or revenue today,” but because future free cash flows are harder to predict. Watch the conversation⬇️
3:12

Brad Gerstner (Brad Gerstner) joined CNBC’s Halftime Report with Scott Wapner (@ScottWapnerCNBC) to address the software selloff. In a moment of “exponential change,” investors say “fog of war” and put application software in the “too hard bucket” — not because they’re “missing earnings or revenue today,” but because future free cash flows are harder to predict. Watch the conversation⬇️

Altimeter Capital

259,994 görüntüleme • 5 ay önce

🇺🇸 Nvidia CEO Jensen Huang on what makes Trump unique: "It was hard to go to DC in the past. As you know, getting an appointment was almost impossible. President Trump has a open door to leaders who want to come in and help them understand the future. This is an administration that believes in growth. Fundamentally, president Trump wants America to grow." — NVIDIA CEO Jensen Huang with Brad Gerstner on the Bg2 Pod
1:51

🇺🇸 Nvidia CEO Jensen Huang on what makes Trump unique: "It was hard to go to DC in the past. As you know, getting an appointment was almost impossible. President Trump has a open door to leaders who want to come in and help them understand the future. This is an administration that believes in growth. Fundamentally, president Trump wants America to grow." — NVIDIA CEO Jensen Huang with Brad Gerstner on the Bg2 Pod

bg2clips

526,067 görüntüleme • 9 ay önce

"We wouldn't be here without you," says Brad Gerstner (Brad Gerstner) to President Donald J. Trump on the launch of Trump Accounts. "We’re committed to the next 250, and what that means is not a million kids in America, not 2 million kids in America—EVERY child in America. All 70 million kids under the age of 18 deserve to have one of these accounts. We’re going to get the accounts open for them."
2:14

"We wouldn't be here without you," says Brad Gerstner (Brad Gerstner) to President Donald J. Trump on the launch of Trump Accounts. "We’re committed to the next 250, and what that means is not a million kids in America, not 2 million kids in America—EVERY child in America. All 70 million kids under the age of 18 deserve to have one of these accounts. We’re going to get the accounts open for them."

Rapid Response 47

190,897 görüntüleme • 25 gün önce

Brad Gerstner said the quiet part out loud when it comes to ROI on AI spending and what bears are missing about adoption As of today, the big impact and ROI from AI has been on the cost side of the equation, which has come primarily through headcount reductions and efficiencies Brad believes that we are on the cusp of breakthroughs that will change the revenue side of the equation as well Once that takes place, AI platforms such as Anthropic become mission critical for its customers, where you cannot rip it out of your enterprise even if you wanted to Jensen Huang has famously said that all new chip production design at NVIDIA is now happening with the help of AI. In some sense, we already have the futuristic recursive loop of "the machine building the machine." Brad goes on to predict that if Anthropic can end 2026 at a $100B run-rate, there is very real possibility that they will 3-5x again to $300-500 billion in revenue We have never seen anything like this in history
2:52

Brad Gerstner said the quiet part out loud when it comes to ROI on AI spending and what bears are missing about adoption As of today, the big impact and ROI from AI has been on the cost side of the equation, which has come primarily through headcount reductions and efficiencies Brad believes that we are on the cusp of breakthroughs that will change the revenue side of the equation as well Once that takes place, AI platforms such as Anthropic become mission critical for its customers, where you cannot rip it out of your enterprise even if you wanted to Jensen Huang has famously said that all new chip production design at NVIDIA is now happening with the help of AI. In some sense, we already have the futuristic recursive loop of "the machine building the machine." Brad goes on to predict that if Anthropic can end 2026 at a $100B run-rate, there is very real possibility that they will 3-5x again to $300-500 billion in revenue We have never seen anything like this in history

Boring_Business

37,085 görüntüleme • 19 gün önce

📈 Brad Gerstner showed a fascinating chart on the latest episode of The All-In Podcast: "In 2022, NVIDIA and AMD had basically the same revenue, $25 billion. This year, Nvidia will do 10x that, at roughly $210B - $230B, and AMD will do $33 billion. Not much more than they were doing when the companies were tied in 2022. So Nvidia has captured nearly 100% of the incremental AI data center revenues over the course of the last two and a half years." -Brad Gerstner on the All In Football Show with @jason, Chamath Palihapitiya, David Sacks and david friedberg
1:56

📈 Brad Gerstner showed a fascinating chart on the latest episode of The All-In Podcast: "In 2022, NVIDIA and AMD had basically the same revenue, $25 billion. This year, Nvidia will do 10x that, at roughly $210B - $230B, and AMD will do $33 billion. Not much more than they were doing when the companies were tied in 2022. So Nvidia has captured nearly 100% of the incremental AI data center revenues over the course of the last two and a half years." -Brad Gerstner on the All In Football Show with @jason, Chamath Palihapitiya, David Sacks and david friedberg

bg2clips

11,303 görüntüleme • 9 ay önce

🚀 Brad Gerstner on Elon Musk's ace card with xAI's compute infrastructure: "There's nobody better on planet Earth than Elon at converting electrons to tokens... Now we see the ace card that Elon's playing. He said he was building AWS all along or EWS (Elon Web Services) all along. I estimate that this is going to generate in this year an incremental $4 to $5 billion of revenue... That's a material amount of incremental revenue to offset the cost of the investments that he's made here." — Brad Gerstner on The All-In Podcast
2:23

🚀 Brad Gerstner on Elon Musk's ace card with xAI's compute infrastructure: "There's nobody better on planet Earth than Elon at converting electrons to tokens... Now we see the ace card that Elon's playing. He said he was building AWS all along or EWS (Elon Web Services) all along. I estimate that this is going to generate in this year an incremental $4 to $5 billion of revenue... That's a material amount of incremental revenue to offset the cost of the investments that he's made here." — Brad Gerstner on The All-In Podcast

bg2clips

39,721 görüntüleme • 2 ay önce

⚡ Gavin Baker on why Elon's data center strategy is printing money — and Brad Gerstner on why nobody saw it coming: "If you can borrow money at 6, 7, 8% and invest in something with a 55% ARR, I'm not the most sophisticated thinker, but that math maths... We do know from Jensen that Elon Musk brings data centers up faster than anyone, 122 days. Speed is literally cost." "This whole category of taking all of this compute, which he's uniquely good at standing up, and then reselling it in a way that's highly profitable was not in a lot of people's forecasts — now it's a major component of the forecast." — Gavin Baker & Brad Gerstner on Bg2 Pod / BGGB Pod As Jensen Huang said, “Elon is an N of 1.”
1:59

⚡ Gavin Baker on why Elon's data center strategy is printing money — and Brad Gerstner on why nobody saw it coming: "If you can borrow money at 6, 7, 8% and invest in something with a 55% ARR, I'm not the most sophisticated thinker, but that math maths... We do know from Jensen that Elon Musk brings data centers up faster than anyone, 122 days. Speed is literally cost." "This whole category of taking all of this compute, which he's uniquely good at standing up, and then reselling it in a way that's highly profitable was not in a lot of people's forecasts — now it's a major component of the forecast." — Gavin Baker & Brad Gerstner on Bg2 Pod / BGGB Pod As Jensen Huang said, “Elon is an N of 1.”

bg2clips

15,635 görüntüleme • 1 ay önce

As Jensen mentioned with Brad Gerstner Bg2 Pod Bill Gurley, something that few people know is that NVIDIA is becoming the American open-source leader in AI, with over 300 contributions of models, datasets and apps on Hugging Face in the past year. And I have a feeling they're just getting started!
0:29

As Jensen mentioned with Brad Gerstner Bg2 Pod Bill Gurley, something that few people know is that NVIDIA is becoming the American open-source leader in AI, with over 300 contributions of models, datasets and apps on Hugging Face in the past year. And I have a feeling they're just getting started!

clem 🤗

74,139 görüntüleme • 10 ay önce

🤖 Microsoft’s approach to headcount in the AI era: "I will say we will grow a headcount, but the way I look at it is that headcount we grow will grow with a lot more leverage than the headcount we had pre ai. And that's the adjustment. I think structurally you are seeing first, right? Which is one you called it 'getting fit.' — Satya Nadella on Bg2 Pod with Brad Gerstner and Sam Altman w/ Brad Gerstner adding: "I think we're on the verge of incredible economic productivity growth."
1:38

🤖 Microsoft’s approach to headcount in the AI era: "I will say we will grow a headcount, but the way I look at it is that headcount we grow will grow with a lot more leverage than the headcount we had pre ai. And that's the adjustment. I think structurally you are seeing first, right? Which is one you called it 'getting fit.' — Satya Nadella on Bg2 Pod with Brad Gerstner and Sam Altman w/ Brad Gerstner adding: "I think we're on the verge of incredible economic productivity growth."

bg2clips

18,368 görüntüleme • 8 ay önce

Brad Gerstner: Elon Just Merged the Two Biggest Markets in the World Brad Gerstner: “You're merging the two biggest TAMs in the world, right?” “All of artificial intelligence and all of space, together with the world's greatest entrepreneur.” “(Elon) said, ‘I'm going to have datacenters in space in 30 months,’ right?” “And if you're going to have a massive cost advantage with data centers in space – and remember, power is the proxy, power is the primitive to AI – if you can deliver that, then Elon’s your guy, and the combination of those make perfect sense.” “But Elon is like, kind of an N-of-one in his ability to dream this.” “I think that there will be dramatic retail demand and institutional demand, who want to bet on that future.”
0:38

Brad Gerstner: Elon Just Merged the Two Biggest Markets in the World Brad Gerstner: “You're merging the two biggest TAMs in the world, right?” “All of artificial intelligence and all of space, together with the world's greatest entrepreneur.” “(Elon) said, ‘I'm going to have datacenters in space in 30 months,’ right?” “And if you're going to have a massive cost advantage with data centers in space – and remember, power is the proxy, power is the primitive to AI – if you can deliver that, then Elon’s your guy, and the combination of those make perfect sense.” “But Elon is like, kind of an N-of-one in his ability to dream this.” “I think that there will be dramatic retail demand and institutional demand, who want to bet on that future.”

The All-In Podcast

333,435 görüntüleme • 5 ay önce

Brad Gerstner: Anthropic could *ADD* $200B of Revenue in 2027 - “We’ve never seen anything like this in the history of the world.” Brad Gerstner: “Let me be provocative here. If (Anthropic) ends the year with over $100 billion (in revenue), I think they're on a revenue trajectory that could 3-5x again next year. We've never seen anything like this.” @jason: “You're saying $100B to $300B, or $100B to $400B.” Brad: “Our minds were blown if a company could go from $100M to $300M. Now we're talking from $100B to $300B. $200B of incremental revenue is incomprehensible in the history of Silicon Valley.” Chamath Palihapitiya: “In the history of the world.” Brad: “Yeah, in the history of the world. The fact that we're even talking anywhere close to this tells us something different is going on here. I think the thing that's different is that intelligence is the largest TAM we've ever seen in the history of the world. These guys are penetrating it.”
1:09

Brad Gerstner: Anthropic could *ADD* $200B of Revenue in 2027 - “We’ve never seen anything like this in the history of the world.” Brad Gerstner: “Let me be provocative here. If (Anthropic) ends the year with over $100 billion (in revenue), I think they're on a revenue trajectory that could 3-5x again next year. We've never seen anything like this.” @jason: “You're saying $100B to $300B, or $100B to $400B.” Brad: “Our minds were blown if a company could go from $100M to $300M. Now we're talking from $100B to $300B. $200B of incremental revenue is incomprehensible in the history of Silicon Valley.” Chamath Palihapitiya: “In the history of the world.” Brad: “Yeah, in the history of the world. The fact that we're even talking anywhere close to this tells us something different is going on here. I think the thing that's different is that intelligence is the largest TAM we've ever seen in the history of the world. These guys are penetrating it.”

The All-In Podcast

217,948 görüntüleme • 20 gün önce

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

121,953 görüntüleme • 1 ay önce

POD UP! BIG WEEK!🚨🚨🚨 Brad Gerstner (Brad Gerstner) joins to recap a crazy week! -- Does OpenAI Need a Bailout? -- AI Bubble Pops? -- State of the Market: Consumer, Middle Class Hurting -- Zohran Mamdani Wins, Socialism Rising -- Filibuster Nuclear Option (0:00) Brad Gerstner joins the show! (0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications (18:33) Why Jensen Huang said “China is going to win the AI race.”; the need for a federal framework on AI (30:39) OpenAI's strengths and headwinds: breakout product, trust issues, competition, betting on the AI supercycle (36:47) Holiday party announcement! for tickets (39:19) State of the market, consumer is cracking, need for domestic/"main street" wins, is Trump losing the middle class? (1:05:58) Zohran Mamdani wins NYC, socialism's rise in America, solutions, should Republicans end the filibuster?
1:27:28

POD UP! BIG WEEK!🚨🚨🚨 Brad Gerstner (Brad Gerstner) joins to recap a crazy week! -- Does OpenAI Need a Bailout? -- AI Bubble Pops? -- State of the Market: Consumer, Middle Class Hurting -- Zohran Mamdani Wins, Socialism Rising -- Filibuster Nuclear Option (0:00) Brad Gerstner joins the show! (0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications (18:33) Why Jensen Huang said “China is going to win the AI race.”; the need for a federal framework on AI (30:39) OpenAI's strengths and headwinds: breakout product, trust issues, competition, betting on the AI supercycle (36:47) Holiday party announcement! for tickets (39:19) State of the market, consumer is cracking, need for domestic/"main street" wins, is Trump losing the middle class? (1:05:58) Zohran Mamdani wins NYC, socialism's rise in America, solutions, should Republicans end the filibuster?

The All-In Podcast

365,295 görüntüleme • 8 ay önce

Jensen casually explains the killing of Investment Banking and Consulting Analyst programs. ☠️ $NVDA 👀 “EVERY SINGLE APPLICATION - Word, Excel, PowerPoint, Photoshop, Premier, AutoCAD - you give me your favorite application…I promise you it will be HIGHLY machine learned in the future. “And on top of that, you’re going to have machines, agents that help you use them. “We know this for a FACT at this point.” Fabulous discussion between Brad Gerstner, his colleague, and Jensen Huang.
1:28

Jensen casually explains the killing of Investment Banking and Consulting Analyst programs. ☠️ $NVDA 👀 “EVERY SINGLE APPLICATION - Word, Excel, PowerPoint, Photoshop, Premier, AutoCAD - you give me your favorite application…I promise you it will be HIGHLY machine learned in the future. “And on top of that, you’re going to have machines, agents that help you use them. “We know this for a FACT at this point.” Fabulous discussion between Brad Gerstner, his colleague, and Jensen Huang.

Compound248 💰

363,597 görüntüleme • 1 yıl önce

OpSec is thrilled to confirm our attendance at the 2024 NVIDIA GTC conference on March 18-21! This event is more than just a gathering; it's a gateway to groundbreaking discoveries and invaluable connections. With over 900 sessions, 300+ exhibits, and 20+ technical workshops, we're diving deep into the latest AI advancements alongside industry luminaries, developers, researchers, and business strategists. From the highly anticipated keynote by NVIDIA CEO Jensen Huang to exclusive panels on topics like robotics, intellectual property challenges, and the role of AI in modern medicine, there's something for every interest and expertise level. With Ai Giants like Google , Amazon , Meta , Microsoft , Oracle and more in attendance, the networking opportunities are endless. Join us at #GTC2024 as we unlock new possibilities and shape the future of AI together!
0:31

OpSec is thrilled to confirm our attendance at the 2024 NVIDIA GTC conference on March 18-21! This event is more than just a gathering; it's a gateway to groundbreaking discoveries and invaluable connections. With over 900 sessions, 300+ exhibits, and 20+ technical workshops, we're diving deep into the latest AI advancements alongside industry luminaries, developers, researchers, and business strategists. From the highly anticipated keynote by NVIDIA CEO Jensen Huang to exclusive panels on topics like robotics, intellectual property challenges, and the role of AI in modern medicine, there's something for every interest and expertise level. With Ai Giants like Google , Amazon , Meta , Microsoft , Oracle and more in attendance, the networking opportunities are endless. Join us at #GTC2024 as we unlock new possibilities and shape the future of AI together!

OpSec

194,606 görüntüleme • 2 yıl önce

Jensen Huang just told you who is winning the most important race on Earth. For fifty years, America held an unchallenged monopoly on the future. We built the transistor. We launched the internet. We wrote the source code for the modern world. Then the man who builds the physical backbone of every AI system on the planet read the score out loud. Huang: “50% of the world’s AI researchers are Chinese.” Half the minds building what comes next are not ours. Huang: “70% of last year’s AI patents are published by China.” Seven out of every ten blueprints for the next era are being written in Mandarin. Huang: “Nine out of the ten top science and technology schools in the world are now in China.” The talent pipeline did not slow down. It reversed direction. Huang: “We used to lead most of them; now they lead most of them. This has completely flipped in the last half to a decade.” Fifty years of American intellectual supremacy. Inverted in less than ten. This is not a rivalry between OpenAI and DeepSeek. This is not a stock ticker or a quarterly earnings call. This is the largest transfer of civilizational power in the modern era. And it is happening while the West drafts safety frameworks and fills out compliance paperwork. Huang: “They have a large population of highly qualified students. They work incredibly hard. This is a country with an enormous might.” China does not treat AI like a product category. They treat it as the single variable that decides who writes the rules for the next century. The West keeps asking what AI should be allowed to do. China keeps asking how fast they can build it. That gap is not philosophical. It is existential. This is not a left fight. This is not a right fight. This is a survival fight. And right now, America is not fighting it like one. The nation that controls the talent controls the research. The nation that controls the research controls the models. The nation that controls the models does not ask permission. It sets the terms. History never remembers the civilization with the better safety committee. It remembers the one that refused to stop building.
0:46

Jensen Huang just told you who is winning the most important race on Earth. For fifty years, America held an unchallenged monopoly on the future. We built the transistor. We launched the internet. We wrote the source code for the modern world. Then the man who builds the physical backbone of every AI system on the planet read the score out loud. Huang: “50% of the world’s AI researchers are Chinese.” Half the minds building what comes next are not ours. Huang: “70% of last year’s AI patents are published by China.” Seven out of every ten blueprints for the next era are being written in Mandarin. Huang: “Nine out of the ten top science and technology schools in the world are now in China.” The talent pipeline did not slow down. It reversed direction. Huang: “We used to lead most of them; now they lead most of them. This has completely flipped in the last half to a decade.” Fifty years of American intellectual supremacy. Inverted in less than ten. This is not a rivalry between OpenAI and DeepSeek. This is not a stock ticker or a quarterly earnings call. This is the largest transfer of civilizational power in the modern era. And it is happening while the West drafts safety frameworks and fills out compliance paperwork. Huang: “They have a large population of highly qualified students. They work incredibly hard. This is a country with an enormous might.” China does not treat AI like a product category. They treat it as the single variable that decides who writes the rules for the next century. The West keeps asking what AI should be allowed to do. China keeps asking how fast they can build it. That gap is not philosophical. It is existential. This is not a left fight. This is not a right fight. This is a survival fight. And right now, America is not fighting it like one. The nation that controls the talent controls the research. The nation that controls the research controls the models. The nation that controls the models does not ask permission. It sets the terms. History never remembers the civilization with the better safety committee. It remembers the one that refused to stop building.

Dustin

57,402 görüntüleme • 3 ay önce

Trump just gave 13 tech billionaires the keys to America's AI policy. But there's a HUGE conflict of interest... The White House just announced the President's Council of Advisors on Science and Technology. Sounds boring. But wait until you understand what this is actually about. Here's who's on it: - Jensen Huang. CEO of Nvidia. His company sells the chips that EVERY AI company on Earth needs to survive. Nvidia is worth $4.4 trillion. And Jensen now gets to advise the president on the rules for the industry his company monopolizes. - Mark Zuckerberg. CEO of Meta. Currently planning to fire 20% of his workforce (15,000 people) while spending $135 billion on AI this year. His company just took a Pentagon contract. Now he's advising on AI workforce policy. The same guy firing 15,000 workers will help decide what happens to American workers displaced by AI. - Larry Ellison. Executive Chairman of Oracle. His company is $125 billion in debt. Bleeding cash. Betting everything on AI data centers funded by borrowed money from foreign banks. US lenders already turned him down. And he's now advising on AI infrastructure policy. The guy who can't get American banks to lend him money is going to shape how America builds its AI future. - Marc Andreessen. The venture capitalist who literally wrote the manifesto called "The Techno-Optimist Manifesto" arguing that AI regulation is dangerous. His firm Andreessen Horowitz has billions invested in AI startups. He's now advising on AI regulation. - Sergey Brin. Google co-founder. His company is spending $75 billion on AI this year and just issued $20 billion in debt including a 100-YEAR bond to fund it. - Lisa Su. CEO of AMD. Nvidia's direct competitor. Both CEOs are on the same council. Both will advise on chip policy. Both have financial interests that directly conflict with each other AND with the public interest. - Michael Dell. The guy who just dropped $6.25 billion on Trump's child investment accounts and gained $6 billion in market value the same week. - Safra Catz. Oracle's CEO. Same company. Same debt crisis. Two Oracle execs on a 13 person council. - Fred Ehrsam. Co-founder of Coinbase. The crypto exchange. On a council co-chaired by David Sacks, Trump's AI AND crypto czar. Crypto and AI policy being shaped by the same people who profit from both. - Jacob DeWitte. CEO of Oklo, the nuclear startup Sam Altman chaired until last year. Oklo builds reactors to power AI data centers. Now advising on the energy policy his company depends on. - Bob Mumgaard. CEO of Commonwealth Fusion Systems. Backed by Nvidia and Google. Building fusion reactors for AI data centers. His investors are sitting next to him on this council. - David Friedberg. Venture capitalist. Part of the Sacks network. - John Martinis. Google's former quantum computing lead. Built the chip that achieved quantum supremacy. That's 13 people. Combined market cap of the companies represented: Over $12 trillion. Combined AI spending commitments for 2026 alone: Roughly $700 billion. Zero consumer advocates. Zero labor representatives. Zero independent scientists. Zero ethicists. The people spending $700 billion on AI are now advising the government on how to regulate AI. The people firing hundreds of thousands of workers are now advising on workforce policy. The people $125 billion in debt from AI bets are now advising on AI infrastructure spending. This isn't a "council." Every regulation this council recommends will directly affect their stock prices, their market positions, and their competitive advantages. Jensen Huang advising on chip export policy affects Nvidia's revenue. Zuckerberg advising on AI safety regulation affects Meta's product roadmap. Ellison advising on cloud infrastructure policy affects Oracle's survival. Andreessen advising on AI startup regulation affects his portfolio returns. In any other industry, this would be called regulatory capture. In tech, they call it the "Golden Age of Innovation." 11 more seats are open. The first meeting hasn't been announced yet. But the rules of AI in America are about to be written by the people who profit the most from keeping them loose. What do you think about this?
3:01

Trump just gave 13 tech billionaires the keys to America's AI policy. But there's a HUGE conflict of interest... The White House just announced the President's Council of Advisors on Science and Technology. Sounds boring. But wait until you understand what this is actually about. Here's who's on it: - Jensen Huang. CEO of Nvidia. His company sells the chips that EVERY AI company on Earth needs to survive. Nvidia is worth $4.4 trillion. And Jensen now gets to advise the president on the rules for the industry his company monopolizes. - Mark Zuckerberg. CEO of Meta. Currently planning to fire 20% of his workforce (15,000 people) while spending $135 billion on AI this year. His company just took a Pentagon contract. Now he's advising on AI workforce policy. The same guy firing 15,000 workers will help decide what happens to American workers displaced by AI. - Larry Ellison. Executive Chairman of Oracle. His company is $125 billion in debt. Bleeding cash. Betting everything on AI data centers funded by borrowed money from foreign banks. US lenders already turned him down. And he's now advising on AI infrastructure policy. The guy who can't get American banks to lend him money is going to shape how America builds its AI future. - Marc Andreessen. The venture capitalist who literally wrote the manifesto called "The Techno-Optimist Manifesto" arguing that AI regulation is dangerous. His firm Andreessen Horowitz has billions invested in AI startups. He's now advising on AI regulation. - Sergey Brin. Google co-founder. His company is spending $75 billion on AI this year and just issued $20 billion in debt including a 100-YEAR bond to fund it. - Lisa Su. CEO of AMD. Nvidia's direct competitor. Both CEOs are on the same council. Both will advise on chip policy. Both have financial interests that directly conflict with each other AND with the public interest. - Michael Dell. The guy who just dropped $6.25 billion on Trump's child investment accounts and gained $6 billion in market value the same week. - Safra Catz. Oracle's CEO. Same company. Same debt crisis. Two Oracle execs on a 13 person council. - Fred Ehrsam. Co-founder of Coinbase. The crypto exchange. On a council co-chaired by David Sacks, Trump's AI AND crypto czar. Crypto and AI policy being shaped by the same people who profit from both. - Jacob DeWitte. CEO of Oklo, the nuclear startup Sam Altman chaired until last year. Oklo builds reactors to power AI data centers. Now advising on the energy policy his company depends on. - Bob Mumgaard. CEO of Commonwealth Fusion Systems. Backed by Nvidia and Google. Building fusion reactors for AI data centers. His investors are sitting next to him on this council. - David Friedberg. Venture capitalist. Part of the Sacks network. - John Martinis. Google's former quantum computing lead. Built the chip that achieved quantum supremacy. That's 13 people. Combined market cap of the companies represented: Over $12 trillion. Combined AI spending commitments for 2026 alone: Roughly $700 billion. Zero consumer advocates. Zero labor representatives. Zero independent scientists. Zero ethicists. The people spending $700 billion on AI are now advising the government on how to regulate AI. The people firing hundreds of thousands of workers are now advising on workforce policy. The people $125 billion in debt from AI bets are now advising on AI infrastructure spending. This isn't a "council." Every regulation this council recommends will directly affect their stock prices, their market positions, and their competitive advantages. Jensen Huang advising on chip export policy affects Nvidia's revenue. Zuckerberg advising on AI safety regulation affects Meta's product roadmap. Ellison advising on cloud infrastructure policy affects Oracle's survival. Andreessen advising on AI startup regulation affects his portfolio returns. In any other industry, this would be called regulatory capture. In tech, they call it the "Golden Age of Innovation." 11 more seats are open. The first meeting hasn't been announced yet. But the rules of AI in America are about to be written by the people who profit the most from keeping them loose. What do you think about this?

Ricardo

218,552 görüntüleme • 4 ay önce

JENSEN HUANG: THE AMERICAN TECH STACK IS HOW WE WIN THE AI RACE "DeepSeek when it came out, it was a great win for the United States. Imagine if DeepSeek came out and only ran on Huawei. The fact of the matter is American tech stack all over the world being the world's standard is vital to the future of winning the AI race. You can't do it any other way, as you know, any computing platform wins because of developers, and half of the world's developers are in China." Source: The All-In Podcast
0:39

JENSEN HUANG: THE AMERICAN TECH STACK IS HOW WE WIN THE AI RACE "DeepSeek when it came out, it was a great win for the United States. Imagine if DeepSeek came out and only ran on Huawei. The fact of the matter is American tech stack all over the world being the world's standard is vital to the future of winning the AI race. You can't do it any other way, as you know, any computing platform wins because of developers, and half of the world's developers are in China." Source: The All-In Podcast

Mario Nawfal

45,238 görüntüleme • 1 yıl önce

Every AI response you've ever gotten started with an electron. ⚡ In a recent interview with Sequoia Capital, Jensen Huang described AI infrastructure as a five-layer cake, and at the very bottom, before chips, before data centers, before models, is energy. That's the binding constraint on the Intelligence Age: not compute, not software — watts. This is why NVIDIA calls AI factories the dynamos of our era. They take in electrons and send out tokens of intelligence. We're a few hundred billion dollars into what Jensen calls the largest infrastructure buildout in human history. Trillions more to go. The question isn't whether AI will scale. It's whether the energy grid can keep up. ⬆️
1:10

Every AI response you've ever gotten started with an electron. ⚡ In a recent interview with Sequoia Capital, Jensen Huang described AI infrastructure as a five-layer cake, and at the very bottom, before chips, before data centers, before models, is energy. That's the binding constraint on the Intelligence Age: not compute, not software — watts. This is why NVIDIA calls AI factories the dynamos of our era. They take in electrons and send out tokens of intelligence. We're a few hundred billion dollars into what Jensen calls the largest infrastructure buildout in human history. Trillions more to go. The question isn't whether AI will scale. It's whether the energy grid can keep up. ⬆️

NVIDIA

100,969 görüntüleme • 21 gün önce