Jensen Huang: The Doomer Hoax, Superintelligence Is Here, and The Future of AI (ft. President Trump)

Jensen Huang (0:00)

Some people call it vision. Vision is an awfully big word to me because I believe, first of all, vision matters.

Jason Calacanis (0:09)

We preempted the weekly show, and there's only three people we preempt the show for. President Trump, Jesus, and Jensen.

Jensen Huang (0:18)

The number one podcast in the world.

Chamath Palihapitiya (0:20)

That's Jensen Huang.

David Sacks (0:21)

He's the founder, president, CEO of Nvidia. Whether you know it or not, his decisions are shaping your future. Nvidia is the most important stock in this market, and Jensen is arguably the best executive in history.

Chamath Palihapitiya (0:31)

Revenue exploded 97% year over year.

Jensen Huang (0:34)

Not only is demand already strong, it's actually accelerating. Nvidia is the only computing platform that is a full-stack AI factory. A GPU is like a time machine because it lets you see the future sooner. And if we could see the future and we can predict the future, then we have a better chance of making that future the best version of it.

David Sacks (0:55)

Please welcome Jensen Huang.

Jason Calacanis (1:01)

Oh, we got a standing O on the way in.

David Friedberg (1:07)

Standing O on the way in.

Jason Calacanis (1:10)

That's our guy. Ladies and gentlemen, GPU Jesus.

Chamath Palihapitiya (1:19)

They love you. They love you.

Jensen Huang (1:20)

Thank you. I love you back. We like the number one podcast in the world.

Chamath Palihapitiya (1:25)

In the world. Wow.

Jason Calacanis (1:27)

We like the new jacket.

Jensen Huang (1:28)

Well, you know, I just, I felt you guys needed some energy.

SPEAKER_6 (1:33)

Yes.

Jensen Huang (1:34)

I know we're talking about serious stuff here, but we need to talk about it with energy.

SPEAKER_6 (1:38)

Yes.

Chamath Palihapitiya (1:39)

Let's, let's start with this essay from this weekend.

Jensen Huang (1:43)

Which one?

Chamath Palihapitiya (1:45)

Let's start with Dario's essay.

Jensen Huang (1:47)

Was Hemingway involved?

Chamath Palihapitiya (1:50)

Actually, did anybody run it through Pangram? I don't even know how much of it was AI helped, but that was a pretty incredible thing. And then I think what a lot of people were surprised by was the coalescing of the Frontier Labs around the essay itself. Just Jensen, unpack what happened, how you read it, how you interpreted it, and then we'll get into some details that were inside of it. But maybe just the high level thoughts to kick it off.

Jensen Huang (2:14)

Well, first of all, there were a lot of stuff in there.

And first, there's a part about safety, which we have to take very seriously. Safety is paramount, obviously.

Safety and leadership are not false. They're choices. You're able to innovate quickly, you're able to execute quickly, and America is able to lead and to do it safely. I think those are choices, but safety is obviously important. There's a matter of internal control that I think he was speaking to. Obviously, the Coxson whistleblower is a very serious matter. Whenever you have a whistleblower, you have to take it very seriously. I thought Coxson had great courage to put out what his concerns were. Even then, there were some issues that were conflated within that. I think the whistleblowing is fine. I think the scientific prediction about the future is less fine because it's not grounded on science, obviously.

It was expressed by a scientist, but it was obviously not grounded on science. So, I take issue with that. But obviously, the whistleblower part of it, I think there's just a whole bunch of stuff.

Pausing, pacing, those are all the voluntary things that they could do. If they feel that their company is out of control. If Coxson saw something, obviously, we don't know what Coxson saw. But if he saw that the company was out of control, and maybe it's a transition from research to engineering. As you know, these labs are transitioning from research to engineering. Extraordinary talent, extraordinary engineering. But obviously, engineering is different than research. Maybe that transition is clumsy. We don't know what he saw, and ultimately, only he knows. But if there was a matter of lack of control, that's a different topic. How should the government deal with it? Now, all of a sudden, regulation. It just covers everything in one blog.

Chamath Palihapitiya (4:24)

Can you just help us unpack?

We tried to play this game actually this week on the pod, and it was difficult, which is, how do you describe, my mom calls me and she's like, Chamath, what is this whole civilizational death thing? I don't know how to explain it to her. So when you have very smart people like that, quantize it and quantify it, I think that's probably what's perturbing to some people. They're like, what does that mean? 10 percent of extinction. Nobody knows how to explain that to the average person, how that's even possible.