@claudeai It does not matter what great new feature they release, if people can’t use it due to usage limits. The next great feature would be optimized usage, but that goes against their new strategy for getting everyone to switch to pay as you go.
Jensen Huang just called out every CEO who’s been firing people “because of AI.”
Jim Cramer asked him why companies are laying people off if AI is supposed to make everyone MORE productive.
Jensen's answer:
"For companies with imagination, you will do more with more. For companies where the leadership is just out of ideas, they have nothing else to do. They have no reason to imagine greater than they are. When they have more capability, they don't do more."
Read that again.
The man who built the most important tech company on Earth just told you that if your CEO is using AI to cut headcount, it means one thing:
They have no imagination.
They have no vision for what comes next.
They got handed the most powerful tool in human history and their FIRST instinct was to fire people.
This is the CEO of NVIDIA. The company whose chips power every AI system on the planet.
If anyone on Earth has the right to say "AI replaces workers," it's Jensen Huang.
And he said the OPPOSITE.
He said every carpenter could become an architect. Every plumber could become an architect. AI elevates capability. It doesn't eliminate it.
But here's where it gets really interesting...
During the same interview, Jensen revealed something nobody's talking about:
He said AI startups like OpenAI and Anthropic are seeing their revenues increase by one to two billion dollars a WEEK. And he wishes these companies were public so the world could see what he sees.
One to two billion per week.
That's a $50 to $100 BILLION annualized run rate.
For companies that most people think are burning cash and making nothing.
The entire Wall Street narrative that "AI companies aren't profitable" might be completely wrong.
Jensen sees their numbers. He sees their compute orders. He sees their growth. And he's saying the revenue is real.
So if the money IS real, why are other companies firing people?
Because they're not building AI products. They're not creating new revenue streams. They're not using AI to expand into new markets.
They're using AI as an EXCUSE to cut costs because they ran out of ideas 3 years ago and need something to tell the board.
Jensen's company added $500 billion in new orders in 5 months. He expects $1 trillion in cumulative revenue through 2027 from just two product lines.
That number doesn't include the new chips, systems, or partnerships announced this week.
And he's not cutting people. He's hiring.
Because when you have imagination, more capability means MORE opportunity. Not less headcount.
Meanwhile Salesforce cut thousands. Meta cut thousands. Amazon cut thousands. All blaming "AI efficiency."
Jensen's response: You're out of imagination.
He also said something that stuck with me.
Cramer asked if he ever thought he'd build a $10 to $20 trillion company while waiting tables at Denny's.
His answer: "I was just trying to make it through the shift."
Biggest tip he ever got? Two, three dollars.
Now he's building tech that increased computing demand by one million times in two years.
He announced OpenClaw, which he says is as big as ChatGPT.
And he's got 21 months of new business that isn't even counted in the trillion dollar figure yet.
When asked how long he plans to keep working?
"I'm hoping to die on the job. And I'm not hoping to die anytime soon."
This is a man who believes every single thing he's building.
And his message to every CEO using AI to justify layoffs is simple...
You're not innovating. You're surrendering.
The technology wasn't built to shrink companies.
It was built to make them limitless.
If your leadership can't see that, the problem isn't AI.
It's THEM.
@GoogleLabs@stitchbygoogle I don’t think Figma is in trouble because the huge issue with using some of Google’s obscure apps is that they can sunset it at anytime. Most people need to see staying power before adoption.
The token cost to build a production feature is now lower than the meeting cost to discuss building that feature.
Let me rephrase.
It is literally cheaper to build the thing and see if it works than to have a 30 minute planning meeting about whether you should build it.
It’s wild when you think about it.
This completely inverts how you should run a software organization. The planning layer becomes the bottleneck because the building layer is essentially free. The cost of code has dropped to essentially 0.
The rational response is to eliminate planning for anything that can be tested empirically. Don’t debate whether a feature will work.
Just build it in 2 hours, measure it with a group of customers, and then decide to kill or keep it.
I saw a startup operating this way and their build velocity is up 20x. Decision quality is up because every decision is informed by a real prototype, not a slide deck and an expensive meeting.
We went from “move fast and break things” to “move fast and build everything.”
The planning industrial complex is dead.
Thank god.
Hot take: there should be no remote school during snow days. Let kids go out and enjoy the snow. Play, help neighbors shovel driveways and come back in for some amazing hot chocolate. This is what we did as kids during snow days and created fun memories with friends. #SnowDay
@rohanpaul_ai Did refrigeration increase the power consumption so drastically that it caused people's electrical bills to skyrocket or were owners more sensible, less greedy and capitalistic and contributed to infrastructure to support these new technologies?
@WallStreetApes Houses should not be revaluated to raise property tax. Property tax should be simplified to pay taxes per square foot per state. Keep it simple and tax in other areas. Maybe people could afford it off insurance companies weren't also gouging at the same time.
@FreightAlley Not true at all. Because of tariff uncertainty businesses created smaller purchase orders for the holiday season. There will definitely be a shortage on goods from companies that don’t have a stockpile of cash
@Disney the director of #HowToTrainYourDragon should direct all Disney live actions. He did justice to it and kept that Disney magic. Still can’t been you did Mulan without a dragon Mushu. Let him redo Mulan
Apple is really leaning into their Windows Vista moment, Glass UI, buggy OS, and incomplete features galore. Definitely a leadership problem. Who signed off on these design changes…smh #WWDC25