Discussion

• @kantrowitz Alex Kantrowitz on x

  The correct take on the Jensen interview (imho): Nvidia's not invincible. https://bigtechnology.substack.com/ ...

• @alecstapp Alec Stapp on x

  This is the key moment between Jensen and Dwarkesh on export controls: 1. Dwarkesh asks why it's okay to sell NVIDIA chips to China given the national security implications of AI models like Mythos. 2. Jensen gives a misleading answer, arguing that it's okay to sell American [ima…

• @alexolegimas Alex Imas on x

  Jensen has been doing what seems like a 24/7 interview cycle for months, and the number one question from the beginning should have been this exact exchange. I don't know if it's the decline of old media—where journalists are just not pushing and asking questions in the same

• @teortaxestex @teortaxestex on x

  Dwarkesh and Jensen are civilized men so we didn't see *a lot* of sparks flying, but it is a profound disconnect between generations, cultures, and immigration stories. Jensen is the gangsta poster boy for American Dream. Dwarkesh is the Bay Aryan Thinkboy icon. irreconcilable [i…

• @stocksavvyshay Shay Boloor on x

  Jensen Huang basically argued that $GOOGL TPU is a specialized chip while $NVDA owns the broader AI compute stack that developers actually build on. The real moat is not just the chip but CUDA, programmability and distribution across every major cloud. [video]

• @jmrphy Justin Murphy on x

  The people hating on Dwarkesh are insane and it teaches us something very interesting about the evolution of media. For decades people have complained about the stupidity and docility of prime-time interviewers, “If only we had a smart person honestly asking the real questions

• @rickjoe_pla Rick Joe on x

  What underlies the major positions of this debate, is basically a matter of how far behind one thinks the PRC tech stack is from the US. Ultimately both sides of the debate still want to maximize US advantage, but one's perception of PRC capes informs the divergent strategies.

• @richa_lq Richa Sharma on x

  Dhwarkesh done played devil's advocate too close to the sun. I genuinely donno how he handled it - it just kept getting progressively more uncomfortable as the video continues. [video]

• @gavinsbaker Gavin Baker on x

  @dwarkesh_sp Much of Dwarkesh's argument hinges on this statment which *was* accurate but will be increasingly inaccurate on a go forward basis imo: “American labs port across accelerators constantly. Anthropic's models are run on GPUs, they're run on Trainium, they're run on TPU…

• @miles_brundage Miles Brundage on x

  Again, agree Dwarkesh did a good job but I want to add one nuance - most journalists covering AI couldn't do that interview even if they wanted to be “tough,” because they don't have enough knowledge to confidently disagree with Jensen's pushback https://x.com/...

• @kimmaicutler Kim-Mai Cutler on x

  @tszzl Many of the newer podcasters are more or less corporate stenographers that give the interviewees a safe space so this is fantastic if there's authentic back-and-forth grilling

• @ravingandhi1 Ravin Gandhi on x

  Everyone is talking about Jensen and @dwarkesh_sp 's AI and China chip argument. @DAlperovitch was spitting fire about this on @ForgedUSAPod - he thinks Jensen's policy will “literally help American's die” because of China's use of AI in military and war. @goldstein2002 [video]

• @juliarturc Julia Turc on x

  Why didn't Huang pull the Deepseek card? It's the cleanest example where China made a huge amount of progress with old chips. You can even argue they made the progress *because* not having the most powerful chips pushed them to be more creative.

• @carlzha Carl Zha on x

  Dwarkesh on China's intellectual landscape compared to the US. L(Mao) [image]

• @mohapatrahemant Hemant Mohapatra on x

  Dwarkesh interview is just another proof that those born in the world of GPUs, CPUs, networking, data centers.. can practically eat everyone alive who's a tourist in that world. It's just too nuanced, too rich in history, heartbreak, failures, espionage, and much more. I joined

• @policytensor @policytensor on x

  There is no evidence to support the idea that, even if we win the AI race, it can help us close the vast gap in defense-industrial base. The problem of base vulnerability cannot be solved by compute. It's a Hail Mary.

• @tszzl Roon on x

  the discourse about the dwarkesh jensen interview is ridiculous: the fact that a 25yo podcaster can make the ceo of the largest company in the world dance and answer to the people at all is impressive. the purpose of media is not to respectfully sing praises to the powerful

• @bluebearmonkey @bluebearmonkey on x

  Because Jensen knows America is a dangerous rogue state but can't say so. If it were up to him - and it is - NVidia would be a Chinese company... which it will become in ~15 years.

• @andr3jh @andr3jh on x

  Dwarkesh will be stuffed into a black van in the mission district and wake up in Beijing to this view [image]

• @daniel_mac8 Dan McAteer on x

  1000000% the best part of Jensen on Dwarkesh Dwarkesh: “Okay. I'll move on.” Jensen: “You don't have to move on. I'm ENJOYING it.” Dwarkesh: (*nervously*) “Okay great. Then I um, I won't. I appreciate that.” [video]

• @the_ai_investor @the_ai_investor on x

  “You're not talking to someone who woke up a loser” - Jensen Huang Jensen nearly lost his composure during a heated debate about selling chips to China, despite showing tremendous patience in response to the pushback. [video]

• @iscienceluvr Tanishq Mathew Abraham, Ph.D. on x

  I know I'm late to this but listening to the Dwarkesh-Jensen Huang interview and it's wild. Jensen is typically such a composed and calm person, I've never seen Jensen so annoyed before, it's kinda frightening lol

• @levie Aaron Levie on x

  @tszzl Biggest rorschach podcast of all time

• @stevehou Steve Hou on x

  I'll say the quiet part out loud. Jensen is Chinese. Importantly, he's overseas Chinese, Taiwanese but left at a young age and of an older generation. He naturally feels some degree of affinity and fondness of China, esp the Chinese people, civil society and culture, instead of […

• @ptrubey Phil Trubey on x

  Sorry, but it just had to be done. [video]

• @8teapi Prakash on x

  I finally get Jensen. 1) he sees the model companies as replaceable, if one dies, another one springs up, and especially as Chinese talent flows from US AI labs to China and back. 2) He sees Nvidia as currently irreplaceable BUT given market access Huawei will catch up 3)

• @dannycopus Danny Copus on x

  I know everyone wants their NVIDIA stock to keep going up, and I know Jensen Huang is a likable respectable guy, but the fact is, he is simply not acting in the interests of national security.

• @ganeshsonawane Ganesh Sonawane on x

  I found Dwarkesh's line of questioning around Chips<>Uranium a bit crazy but his raw interviewing mechanics is absolutely insane. Even in heated discussion, he didn't talk over his Jensen even once and stops the exact second he start speaking. The level of intense focus this

• @nadimhossain Nadim Hossain on x

  The Jensen-Dwarkesh chasm is easily explainable by generational differences. J is a boomer. His views are rooted in practicality and experience. Nuanced spectrums vs extreme poles. Much more of a conservative, market-driven outlook. D is naive and idealistic and sincerely

• @samuel_spitz Samuel Spitz on x

  Dwarkesh is about 1SD in IQ above Jensen

• @soumitrashukla9 Soumitra Shukla on x

  I think Jensen's position is quite clear. No tech leader is just going to concede a major market and unlike Dwarkesh, Jensen is actually answerable to his shareholders.