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American Dynamism - Robotics, AI, Web3, Defense Tech, Life Sciences. Thinking Forward // 🇺🇸

[Nav @NavXHQ]

True renovation, whether of government or economy, means dismantling outdated structures to build something stronger, more resilient, and built to last. What we’re witnessing is not decline, but construction. A sustainable economy needs a foundation worthy of its future.
@realDonaldTrump

[based16z @based16z]

@Evan_ss6 Robinhood 10 different biz lines except it’s 11 ppl

[Nav @NavXHQ]

RT @WhiteWhaleLabs: In aviation, most unstable approaches do not look dangerous.

That is exactly what makes them dangerous.

You may notic…

[DAN KOE @thedankoe]

If you want a rare life, you have to be delusional. Doubt can enter your mind, and it can sound reasonable, but if you entertain it too much it will slowly drag you down into stagnation. I'd rather reap the lesson from massive failure than do nothing because it's not "realistic."

[Nav @NavXHQ]

@chamath The average person will get completely fucked.

[Awni Hannun @awnihannun]

Adopting Claude speak in my regular life, episode 1:

Partner: Did you do the dishes tonight?
Me: Yes they're done.
Partner: Why are they still dirty?
Me: You're right to push back. I didn't actually do them.

[Nav @NavXHQ]

@openclaw I love that this project keeps moving forward. It’s been a game changer

[Nav @NavXHQ]

@jasononfirms Basic accounting and maybe some light complexity it’s pretty good at but anything that’s nuanced or conditional it can make a critical error. Human in the loop for now but we’re not too far off from Claude doing it all.

[Nav @NavXHQ]

@GwartyGwart Yes please. Although waiting for the layer 2 pipeline upgrade. Gas on gas is too high

[Nav @NavXHQ]

BTFD 🟠🐦‍🔥

[Mark @markchadwickx]

Everyone in the entire World: “Stay out of Crypto - it’s already down 50% in 2026”…

Degens:

[Real Vision @RealVision]

No Silver. No Physical AI

@jvisserlabs x @RaoulGMI on the #JourneyMan

Copper moves energy. Silver is the synapse.

It’s in every smart device. Every sensor. Every system.

We’re building faster than we can mine.

Shortage isn’t a theory, it’s math...

[Nav @NavXHQ]

🛟

[Adrian Morris @_Adrian]

What it might be like holding $BTC | $MSTR in 2026:

[Nav @NavXHQ]

@WhiteHouse 🇺🇸 ❤️

[Nav @NavXHQ]

@david_eng_mba Good analysis. Have you or can you share other asset classes you’ve run this on and identified a similar pattern where the price snapped back?

[Nav @NavXHQ]

Doesn’t matter what your politics are, this is hilarious and so is the person who made it 😅😅😅

[Retard Finder @IfindRetards]

I miss Joe 😂

[Nav @NavXHQ]

@MbarkCherguia They all killed it 🫶 This song takes me way back 🥹

[Elon Musk @elonmusk]

Optimus will be amazing for protecting and taking care of your elderly parents

[Nav @NavXHQ]

@HawleyMO Well said.

[Nav @NavXHQ]

What a great read about Jensen Huang

[Jaynit @jaynitx]

>be Jensen Huang
>born 1963 in Tainan, Taiwan
>dad is a chemical engineer
>family moves to Thailand, then to America
>age 9, parents send you to boarding school in Kentucky
>plot twist: it's actually a reform school
>roommate has a knife, covered in cigarette burns
>other kids are violent, troubled, dangerous
>you're a tiny Taiwanese kid who speaks broken English
>survive by doing homework for the older kids
>clean toilets every morning before class

1970s:
>family reunites in Oregon
>finally normal life
>get a job as a busboy at Denny's
>wash dishes, mop floors, seat customers
>fall in love with the work
>no joke, you genuinely love it
>learn that no job is beneath you

high school:
>table tennis prodigy
>ranked top in the nation for your age
>also good at academics
>quiet, focused, grinding

1984:
>graduate Oregon State, electrical engineering
>go to Stanford for masters
>smart but not the smartest in the room
>don't care, you outwork everyone

1984-1993:
>join AMD as a microprocessor architect
>then LSI Logic as a chip designer
>learn the guts of how chips work
>see that graphics are the future
>nobody agrees with you

January 1993:
>meet Chris Malachowsky and Curtis Priem
>both engineers, both believers
>meeting spot: a Denny's booth
>yes, the same Denny's where you bussed tables
>you're 30 years old
>idea: build chips specifically for 3D graphics
>PCs are beige boxes that display spreadsheets
>you want them to render worlds
>everyone says the market doesn't exist
>you: "it will"
>initial investment was $600 ($200 each from founders)
>found NVIDIA with $40,000

1993-1995:
>work out of a tiny office
>build the NV1
>technically ambitious
>uses quadratic texture mapping (not triangles like everyone else)
>Sega partners with you
>then Sega changes direction
>NV1 flops
>company nearly dies
>first near-death experience

1996:
>pivot hard
>admit the NV1 approach was wrong
>adopt industry-standard triangle rendering
>release RIVA 128
>it's fast, it's cheap, it works
>sells a million units
>NVIDIA lives

1997-1999:
>graphics card wars
>you vs. 3dfx vs. ATI vs. everyone
>3dfx has Voodoo, the market leader
>you're the underdog
>outship them, outpace them
>release new chips every 6 months
>insane cadence
>competitors can't keep up

1999:
>release GeForce 256
>invent the term "GPU" graphics processing unit
>it's marketing genius and technical innovation at once
>the GPU does calculations the CPU used to do
>games look better, run faster
>gaming explodes
>you ride the wave

2000:
>3dfx collapses
>you buy their assets
>the king is dead

2000s:
>dominate gaming
>every serious gamer knows your name
>green logo everywhere
>ATI (later AMD) is your only real competitor
>you trade blows for years
>but you're always slightly ahead

2006:
>make the bet that changes everything
>launch CUDA
>a programming platform that lets developers use GPUs for general computing
>not just graphics, any parallel computation
>Wall Street: "why would anyone need this?"
>academics: "interesting but niche"
>you: "just wait"
>invest hundreds of millions over the next decade
>no immediate payoff
>investors complain
>you don't budge

2012:
>deep learning starts working
>researchers discover neural networks need massive parallel computation
>CPUs are too slow
>your GPUs? perfect
>AlexNet wins ImageNet using NVIDIA GPUs
>the AI winter ends
>spring begins

2016:
>hand-deliver the first DGX-1 to OpenAI personally
>$129,000 AI supercomputer in a box
>Sam Altman thanks you
>this machine trains the models that become GPT
>you're not just supplying the AI revolution
>you're arming it

2017-2019:
>crypto boom
>miners need GPUs to mine Bitcoin and Ethereum
>demand explodes
>gamers can't buy cards, miners buy everything
>revenue skyrockets
>then crypto crashes
>inventory glut
>stock drops 50%
>second near-death scare
>you survive

2020:
>buy ARM for $40 billion
>biggest semiconductor deal ever
>regulators block it
>deal collapses in 2022
>$1.25 billion breakup fee

2022-2023:
>ChatGPT launches
>the world discovers AI
>everyone realizes: all of this runs on NVIDIA
>every AI lab, every cloud provider, every tech giant needs your chips
>H100 GPUs sell for $40,000 each
>can't make them fast enough
>data centers beg for allocation

2024:
>NVIDIA market cap: $1 trillion
>then $2 trillion
>then briefly passes Apple and Microsoft
>most valuable company on earth
>you're worth $100 billion+

the lifestyle:
>still wear black leather jackets
>every single day
>same style since the 90s
>have an actual NVIDIA tattoo on your arm
>employees get matching tattoos

management style:
>no 1:1 meetings
>40+ direct reports
>everyone's in the room together
>if you disagree, say it publicly or shut up
>"I'd rather hear bad news early than good news late"
>run the company like you're always 30 days from bankruptcy
>because you remember when you almost were
>multiple times

2025 & 2026:
>AI demand still exploding
>Blackwell chips shipping
>competitors trying to catch up
>AMD, Intel, Google, Amazon all building AI chips
>you're still ahead
>still paranoid
>still shipping

from Denny's busboy to $100+ billion.

the entire future runs on your chips.
every ChatGPT query, every AI image, every autonomous car.
all NVIDIA.

you saw it 20 years before anyone else.
you bet the company on it.
you were right.

[Nav @NavXHQ]

@benitoz Tipping gotten out of hand entirely 🥲

[Nav @NavXHQ]

@TenaciousBit @benitoz 😅