(0:00) Jensen Huang joins the show!
(1:00) Acquiring Groq and the inference explosion
(9:27) Decision making at the world’s most valuable company
(11:22) Physical AI’s $50T market, OpenClaw’s future, the new operating system for modern AI computing
(17:12) AI’s PR crisis, refuting doomer narratives, Anthropic’s comms mistakes
(21:22) Revenue capacity, token allocation for employees, Karpathy’s autoresearch, agentic future
(31:24) Open source, global diffusion, Iran/Taiwan supply chain impact
(40:19) Self-driving platform, facing competition from active customers, responding to growth slowdown predictions
(48:06) Datacenters in space, AI healthcare, Robotics
(56:44) OpenAI/Anthropic revenue potential, how to build an AI moat
(59:38) Advice to young people on excelling in the AI era
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
#allin #tech #news
source
