I got to spend all day today with Jensen in Taiwan: talking with thousands of engineers and eating street food at a night market. Jensen is received as a rockstar in Taiwan, like it's Beatles in the 60's. It's mind-blowing and fun to watch. But most importantly, through all the interactions and all my conversations with him, he remained the same humble, kind, thoughtful, funny guy he always was, even as a kid who went to these same night markets many years ago.
Btw, we tried a crazy amount of different street food. It's legit some of the most delicious food I've ever had. I can't wait to share video of it, including a ton of our conversations and hangout. When I can pause for a moment from all the travel to edit the video, I'll post it.
Can't wait to continue talking to Jensen and engineers at Computex this week, and exploring more of Taiwan, and of course roaming the night markets for some more delicious street food.
Days like these, even more than usual, I feel like the luckiest kid in the world.
Love you all! ❤️
Some days, getting out of bed and making breakfast feels like a victory, and that’s okay. I’m learning to stop comparing my behind‑the‑scenes to everyone else’s highlight reel, and to celebrate the small wins that no one else sees.
You’ve been fighting the current, trying to control what flows. But just beside the rush, there is a bank where you can lie down and let the water pass without dragging you. Rest there. You don’t have to swim right now.
Here's my conversation with Jensen Huang, CEO of NVIDIA, the most valuable & one of the most influential companies in the history of human civilization. It is the engine powering the AI revolution.
Here's my conversation with Jensen Huang, CEO of NVIDIA, the most valuable & one of the most influential companies in the history of human civilization. It is the engine powering the AI revolution.
This was a fascinating & inspiring conversation, in parts super-technical on engineering of every part of the AI stack, memory, power, supply chain (TSMC, ASML, etc), in parts about leadership & psychology, and in parts personal & philosophical about life, consciousness, mortality, and human nature.
It's here on X in full and is up everywhere else (see comment).
Timestamps:
0:00 - Introduction
0:33 - Extreme co-design and rack-scale engineering
3:18 - How Jensen runs NVIDIA
22:40 - AI scaling laws
37:40 - Biggest blockers to AI scaling laws
39:23 - Supply chain
41:18 - Memory
47:24 - Power
52:43 - Elon and Colossus
56:11 - Jensen's approach to engineering and leadership
1:01:37 - China
1:09:50 - TSMC and Taiwan
1:15:04 - NVIDIA's moat
1:20:41 - AI data centers in space
1:24:30 - Will NVIDIA be worth $10 trillion?
1:34:39 - Leadership under pressure
1:48:25 - Video games
1:55:16 - AGI timeline
1:57:29 - Future of programming
2:11:01 - Consciousness
2:17:22 - Mortality