Kevin Brent Cook

Building a science app called DeepTime. Vital knowledge Before the AI Singularity. Get first 5 chapters of my book on real science vs pseudoscience FREE at link

[Kevin Brent Cook @KevinBCook]

In advance of @PeterDiamandis Day 4 question - Where would you spend $1B? - I share my #EdTech idea from 2016 for an #AI driven #AR/#VR engine to create custom 3D #STEM edu for teens. Submitted to
@NSFSBIR Nov 2017 but no traction. Proposal & response: https://t.co/X2wj7s8KVt

[Kevin Brent Cook @KevinBCook]

While Jensen's leadership was priceless and irreplaceable, there was another risk associated with his style: 60 direct reports because he wanted that kind of closeness with his leaders and their fiefdoms. No big meetings, just 1-on-1s.

So the other thing I just realized is that even if Ian Buck is a lock for the GTC keynote and the "big shoes," investors still need to go through the list above to visualize a succession plan that the company never had.

Colette is likely working on a draft now for the board to review.

[Kevin Brent Cook @KevinBCook]

NVIDIA Leadership: Who Can Carry the Vision & Execute? $NVDA

I was just thinking about the GTC (GPU Tech Conference) coming up in Washington DC on November 30 and who will lead the presentations since we'll be missing the star of the keynote. It will give investors strong signals about who can fill the very big shoes of Jensen.

What words come to mind when you think of Jensen? Visionary, Unstoppable, Charismatic, and an excellent, passionate, sincere presenter of complex ideas. He's even convincing when he stumbles over words. It's the passion and vision that always come through.

Alas, there is a deep and rich talent bench within NVIDIA and, if you follow their work and listen to them on podcasts, you know it will be hard to choose among Gilad Shainer, Bryan Catanzaro, and Bill Dally. My vote right now is Colette Kress and Ian Buck as co-CEOs, but there may be better ideas.

Tim Cook has been floated and I think he would be excellent as another visionary tech leader. But I'm not sure he's up for another grind like the one he just got off of! It will not be a cake walk in the least as NVIDIA was already headed toward execution and delivery challenges with the next gens of GPU rack-scale systems.

Lots of external candidates will be floated... Lisa Su (why would she leave her baby?), Hock Tan (same), Pat Gelsinger (woudn't fly). Arm's Rene Haas is an interesting idea I hadn't considered at first.

But here I want to focus on the internal talent NVIDIA already has. The technologists and builders who are deeply embedded in the fabric and culture of the GPU juggernaut.

I asked Gemini to profile the top 10 technology leaders within the company. One name it left out below was Jonah Alben, SVP of GPU Engineering, overseeing the design and engineering of NVIDIA's graphics and compute processor architectures. Alben directs the design and engineering of NVIDIA’s hardware architectures across datacenter, workstation, and gaming platforms. Having joined the company in 1997 as an ASIC design engineer from Silicon Graphics (SGI), he was promoted to lead GPU engineering in 2008. He holds 34 patents and earned both his B.S. and M.S. degrees in engineering from Stanford University.

His LinkedIn pic is a face of bright optimism and brimming creativity over all that big engineering brain (2nd image).

Look over the list and try to find one or two of them on a podcast and see what you think. In my AI Stock Investing community on Skool we will have a vote in two weeks and launch our own ASI campaign to promote our top choices across social media to convince other investors to strongly consider them.

Here is a profile overview of 10 key technical and executive leaders driving engineering, research, and technology platforms at NVIDIA:

1. Ian Buck – Vice President, Accelerated Computing

Ian Buck is widely recognized as the father of CUDA, the software architecture that unlocked the power of GPUs for general-purpose parallel computing and catalyzed modern AI. After developing CUDA during his Ph.D. at Stanford, he joined NVIDIA in 2004 and currently oversees the company’s enterprise and hyperscale data center AI business units. His leadership spans hardware architecture and software ecosystems, making him a pivotal architect of NVIDIA's full-stack data center strategy.

2. Gilad Shainer – Senior Vice President, Networking & Marketing

Gilad Shainer joined NVIDIA following the acquisition of Mellanox Technologies, where he played a central role in shaping high-performance InfiniBand and Ethernet interconnects. He leads NVIDIA’s networking initiatives, focusing on data-center-scale architectures and interconnect platforms like NVLink and Quantum InfiniBand. His team ensures that clusters of tens of thousands of GPUs can communicate seamlessly to train massive generative AI models.

3. Bryan Catanzaro – Vice President, Applied Deep Learning Research

Bryan Catanzaro leads NVIDIA’s Applied Deep Learning Research division, which bridges foundational AI research and real-world application across products. He pioneered early deep learning frameworks (including DeepSpeech during a stint at Baidu) and has contributed heavily to foundational AI models, DLSS (Deep Learning Super Sampling), and speech synthesis. Under his guidance, his team focuses on expanding the capabilities of open foundation LLMs and AI for graphics processing.

4. Bill Dally – Chief Scientist & Senior Vice President of Research

Bill Dally is NVIDIA’s Chief Scientist and head of NVIDIA Research, having joined the company in 2009 after serving as Chairman of Stanford’s Computer Science department. A legendary computer architect with over 120 patents, Dally’s research teams pioneer advancements in low-precision AI training, specialized chiplet architectures, and optical interconnect technology. He was honored with the prestigious 2025 Queen Elizabeth Prize for Engineering for his contributions to computing.

5. Michael Kagan – Chief Technology Officer (CTO)

Michael Kagan became NVIDIA’s CTO in May 2020 after the Mellanox acquisition, where he had served as co-founder and CTO since 1999. Previously an architecture leader at Intel, Kagan leads the technical vision for NVIDIA’s data center infrastructures, known as "AI Factories." His work focuses on integrating computing, storage, and networking hardware into unified data-center-scale processing systems.

6. Jan Kautz – Vice President, Learning & Perception Research

Jan Kautz leads NVIDIA’s computer vision, visual perception, and machine learning research groups. Before joining NVIDIA, he spent years in academia investigating computer graphics and rendering systems. Today, his team drives fundamental advances in multi-modal LLMs, 2D/3D visual understanding, efficient neural network pruning, and embodied AI foundations like the GR00T humanoid robotics platform.

7. Rev Lebaredian – Vice President, Omniverse & Simulation Technology (see 3rd image below)

Rev Lebaredian oversees the development of NVIDIA Omniverse, the company’s platform for real-time 3D simulation, digital twins, and industrial metaverses. With over 30 years in graphics engineering—including work for major Hollywood studios—Lebaredian has been a central architect of physics simulation software. His work enables researchers to train autonomous robots and physical AI inside physically accurate, synthetic virtual worlds before deploying them in reality.

8. Deepu Talla – Vice President & General Manager, Robotics & Edge AI

Deepu Talla leads NVIDIA’s Autonomous Machines business unit, focusing on edge computing, industrial automation, and robotics. Holding a Ph.D. in Computer Engineering from UT Austin, he oversees platforms like NVIDIA Jetson and Isaac. His team drives the deployment of AI-powered vision, autonomous mobile robots (AMRs), and smart-factory solutions across global manufacturing supply chains.

9. Kimberly Powell – Vice President, Healthcare

Kimberly Powell joined NVIDIA in 2008 and oversees the company's global healthcare and life sciences business. With a background in electrical and computer engineering, she led the rollout of Clara Holoscan (for medical device processing) and BioNeMo (for generative AI in drug discovery). Her organization focuses on applying GPU acceleration to diagnostic imaging, genomics, and clinical workflow analytics.

10. Mike Houston – Vice President & Chief Architect, AI Systems

Mike Houston is a principal architect behind NVIDIA’s supercomputing infrastructures, including DGX SuperPODs and large-scale GPU cluster designs. Having earned his Ph.D. from Stanford focusing on streaming architectures, Houston bridges system software, hardware design, and cluster management. His architecture teams focus on scaling GPU communication topologies to maximize throughput for trillion-parameter AI models.

Who did I leave out?

Join us over on Skool for more AI Stock Investing discussions and research across the tech galaxy...

https://t.co/8MllmcyXHa

[MTS @MTSlive]

David Placek, founder of @LexiconBranding, who helped name Meta's Muse, predicts the era of cute, human-like AI branding is nearing its end:

"There's a point where you probably lose effectiveness if you become too sort of soft and furry and fuzzy."

[Kevin Brent Cook @KevinBCook]

@TheValueist Colette is the optimal pick don’t you think? She has mastered the biz fundamentals in verse and TAM and so let Ian Buck and Bryan C keep making magic

[Kevin Brent Cook @KevinBCook]

@wallstengine Colette Kress should be the choice.

If you’ve listened to her on every conference call, you know.

[The Method @themethodshow]

The Method E1: Inside Zipline with Keller Cliffton

It was illegal to fly autonomously in US airspace when Keller Cliffton started Zipline, and most investors "weren't willing to invest in illegal things." Zipline launched in Rwanda instead, flying blood to 21 hospitals. It's now valued at $21.5 billion.

@Keller, co-founder and CEO of Zipline, sat down with @sophiadew at Zipline's South San Francisco factory to break down why they started in Rwanda, why each 10x jump in scale breaks everything, and the case for 50 billion US instant deliveries:

00:00 the closest thing to teleportation
01:38 why Zipline launched in Rwanda first
03:14 the UPenn study and a 51% drop in maternal mortality
04:17 why tech keeps solving "rich people problems"
06:00 bringing Zipline to the US and going back to square one
07:28 why every 10x breaks the company
09:16 running teams like special forces
10:42 people patting the droid to say thank you
11:19 the case for 50 billion US instant deliveries
13:30 from pro rock climber to "happy to fail"

@zipline

[Rohan Paul @rohanpaul_ai]

Business Insider: Vinod Khosla is betting that AI makes it cheap enough to build a separate web page for each visitor, a cost that kept websites static until now.

Khosla Ventures co-led Coframe’s $25M round to replace static websites with AI-generated pages for each visitor.

[Kevin Brent Cook @KevinBCook]

@yardeni Whoever is writing these tweets, you still have 35 mins to edit “cut” to “hike” 😉 get after it

[Kevin Brent Cook @KevinBCook]

@marcthecreatorr @grok when and where did Sundar speak in this clip?

[sophia dew @sophiadew]

when we first had the idea of creating this show, production asked me who my dream guest would be. I instantly said Keller.

I interviewed him once before on MTS. It was only a 30 minute convo, but I came away feeling incredibly inspired. during that interview I asked what motivated him, and he told me about his love for sci-fi books and how he wanted to build the sci-fi version of the future we were promised.

today, most people know of Zipline for their big partnership announcements and their recent $1.5B fundraise. but it didn’t start out that way. when Zipline began, flying autonomous drones in US airspace was illegal, and investors don’t typically want to invest in illegal things.

yet, Keller knew this technology would exist one day. so they found a use case so important that regulators wanted to work with them - delivering blood to hospitals in Rwanda. and after 6 years, they finally built up enough of a track record to get commercial approval to operate in the states.

A few things I learned from Keller:
- the next breakthroughs will start in the places that feel the problem the most.
- if you want to solve big global problems, focus on “trade, not aid.”
- a world where delivery feels like teleportation isn’t that far away.

Keller has some of the boldest predictions about the future of anyone I’ve met. predictions that many people disagreed with for a decade. and yet, he pursued it anyway, knowing that this scifi version of the future had to exist.

excited and honored to share his story. The Method E1 with @Zipline CEO @keller out now.

[Kevin Brent Cook @KevinBCook]

@TheValueist I used your posts on the Jensen situation in a special livestream for my group today...

[Kevin Brent Cook @KevinBCook]

@TheValueist This broad top down view from Sacks has me concerned about large investors who may be thinking this way. Even if a majority of investors don’t believe it, perception and sentiment are 9/10 of the market and they might rather lighten risk sooner, than be forced later:

[Rohan Paul @rohanpaul_ai]

David Sacks expects fully permitted data-center projects still get finished in 2027, but new ones will stall because nobody will bet $50B on unclear rules.

By 2028 he expects the pipeline to be closed or sharply cut, with a big hit to the economy.

“When you’re talking about infrastructure of this magnitude, these gigawatt data centers, they cost around $50 billion. Nobody can make that investment in conditions of uncertainty. The last thing you ever want to do is break ground on a project like that, and then when you’re halfway through, you get enjoined. You end up with a strike by your workers or some community group that stops you. You really need conditions of certainty before you make an investment like that. And I think that we’re headed towards conditions of great uncertainty.”

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Full video on "All-In Podcast" YouTube channel, (link in comment)

[Kevin Brent Cook @KevinBCook]

Silicon Valley money ridiculous and bout to get stupid after Anthropic $ANT IPO mints over 500 more multi-millionaires

[House Tracker @HouseTrackers]

THIS IS WHAT $4 MILLION COULD GET YOU IN PALO ALTO, CALIFORNIA

A one-bedroom cottage built in 1950, with 610 sq ft inside.

That works out to $6,557 per square foot.

The lot is 7,500 sq ft, near Stanford University.

It's being marketed for a custom rebuild.

[Alexander C. Kaufman @AlexCKaufman]

Data centers as the main driver of electricity load growth? That's American exceptionalism, baby.

In its latest emissions forecast, @rhodium_group has a fascinating chart showing that buildings — air conditioning, heating, appliances — are the main drivers of electricity load growth basically everywhere but he U.S. Electric vehicles are the No. 2 rising demand in China and Western Europe.

Then there's the U.S., which, as the second chart shows, is way behind the rest of the rich world on electrification.

[Kevin Brent Cook @KevinBCook]

@DeepDishEnjoyer @TheFlowHorse https://t.co/CEnJDZtg2K

[Kevin Brent Cook @KevinBCook]

@strictrope @grok can you look at history of this X account and determine if this implosion from $27 million to $600k is real