The Ledger, every show

“It's almost like a badge of honor. It's a badge of shame. There's no question it's a badge of shame. There's no question that although they want what's in the best interest of our country, and we all want what's in the best interest of our country, destroying …”

“America's unique advantage that no country possibly have is President Trump.”

“I think he, I think he's being very conservative. I believe Dario and Anthropica is going to do way better than that.”

“This is, you know, let's face it, Deep Seek was probably the single most important paper that most Silicon Valley researchers read from in the last couple years.”

“And three, they're years behind us. Is it two years, three years? Come on, they're nanoseconds behind us.”

“It's gonna go up a billion times.”

“It's about to go up by a billion times.”

“I believe within months you're going to realize that these companies are extremely profitable.”

“Likely this will be one of the largest industries in the world, and it'll take longer than a couple, two, three years. It'll take less than 10, and so this will be our next hundred billion dollar business.”

“There were even attitudes that, that we had to slow down AI innovation, which I believe is exactly the opposite. We had to speed up AI innovation because through innovation, we can make the technology safer, more secure.”

“On the other hand scaring people with things like saying nonsensical things, which are not gonna happen, that this is an existential threat to humanity. There's 20% chance that is existential. That's ridiculous. That it's gonna wipe out 50% of new college grad…”

“It would be extremely foolish to create two ecosystems, the open source ecosystem, and it only runs on the Chinese tech, a foreign tech stack, and a closed ecosystem, and that runs on the American tech stack. I think that that would be a horrible outcome for t…”

“That's the reason why I said that even for most chips, if you can't keep up with the state of the technology and the pace that we're running, even when the chips are free, it's not cheap enough.”

“Our greatest source of national security concern with respect to AI is that other countries adopt this technology while we are so angry at it or afraid of it or somehow paranoid of it that Our industries, our society don't take advantage of AI.”

“The enterprise software industry is limited by butts and seats. It's about to get a hundred times more agents banging on those tools.”

“At the current moment as we speak, NVIDIA gave up a 95% market share in the second largest market in the world, and we're at zero percent.”

“We informed the Chinese companies and many of them have given us purchase orders. And so we're gonna, we're in the process of cranking up our supply chain again to go ship.”

“There's this notion that the tool in the software industry is in decline. And we've replaced by AI. You could tell because there's a whole bunch of software companies whose stock prices are under a lot of pressure because somehow AI is going to replace them. I…”

“As a policy, as a practice, I don't think companies ought to go to governments to advocate for the regulation on other companies and other industries, just in practice. Their intentions Are clearly deeply conflicted. And their intentions are clearly, you know,…”

“If not for this entire change in, in sentiment, About energy growth in our country. We can all concede now. We would have handed this industrial revolution to somebody else.”

“We're going to need nuclear. Wind is not going to be enough. Solar is not going to be enough. Let's just all acknowledge that we'll take it. We'll take everything we can. But the fact that matters, I think for the next decade, natural gas, you know, is probabl…”

“And so that American technology, although general purpose it is unlikely to be used by their military because their military is too smart, just as our military is too smart to use their technology.”

“No country in the world contributes more to open source than China.”

“Until we fully Convert all general purpose computing to accelerated computing and AI until we do that. I think the chances are extremely low.”

“It's about to go up by a billion times.”

“I think that OpenAI is likely going to be the next multi-trillion dollar hyperscale company. Hyperscale like, ah, like Meta's a hyperscale. Google's a hyperscale. They're going to have consumer and enterprise services, and, ah, they are very likely going to be…”

“So if you told me that on an annual basis, the CapEx of the world was about five trillion dollars, I would say the math seems to make sense.”

“I think President Trump's got it right, that we want to maximize exports. We want to maximize American influence around the world. We're supposed to maximize those things.”

“Definitely see a greater concern of Chinese students who come here and remain here. And, or many of them who come here for school and are thinking about going elsewhere. Many of them thinking about Europe. And so, so I think we need to be super, super concerne…”

“You can't decouple against the single most The two most important relationships for the next century. That doesn't make any sense at all. Decoupling is exactly the wrong concept.”

“My sense is that we're probably, you know, a couple of hundred billion dollars, maybe a few hundred billion dollars into a Multi-trillion dollar infrastructure build out.”

“In Arizona and Texas, we will, in the next four years, probably produce about half a trillion dollars worth of AI supercomputers.”

“The Chinese AI labs are the world, world's leading open, open model companies. They offer the most advanced open models.”

“People, people say that these SaaS platforms are going to be disrupted. I actually think the opposite. That they're sitting on a gold mine, that, that they're going to be this flourishing of agents that are going to be specialized in Salesforce specialized in,…”

“If we give ourselves another couple, two, three years, the world's going to change. There's not going to be one paper There's not going to be one breakthrough in science, one breakthrough in engineering where generative AI isn't at the foundation of it. I'm fa…”

“NVIDIA, NVIDIA's infrastructure and computing infrastructure and all that technology, to training, 19 days.”

“If you just did that math and you compound it with, you add, you compound that with four X per year, On model size and computing size. And then on the other hand, demand continues to grow in usage. Do we think that we need millions of GPUs? No doubt. Yeah, tha…”

“The part that is overlooked is when companies become more productive, Using artificial intelligence. It is likely that it manifests itself into either better earnings, or better growth, or both. And when that happens, the next email from the CEO is likely not …”

“The reason why I wouldn't do it, and it goes back to why it's so hard, is building a company and building a video turned out to have been a million times harder than I expected it to be, any of us expected it to be. And at that time, if we realized the pain an…”

“Yeah, I have 40 some odd direct reports. And no one-on-ones no career coaching, you know?”

“These are the fastest growing technology companies in history.”

“This last six months, the world put in about five hundred billion dollars in AI startups.”

“And so long as you're able to confront the reality, so long as you are able to learn the technology itself actually doesn't matter.”

“Whatever it takes to fit the car to you, whatever it takes to fit the organization to you, that's what you ought to do. And the next CEO, whatever the personality is, they can figure it out.”

“Founder mode could scale for 34 years. From zero to five trillion.”

“In the case of software most software is going to be done agentically anyhow, so you have to be much more able to think abstractly about systems.”

“In a lot of ways, open claw to me was very Linux moment to me. And now everybody can build their own AI.”

“The narrative about AI destroying jobs is exactly backwards. AI eliminate tasks. AI automates tasks away. But it doesn't necessarily eliminate jobs. And the reason for that is because the job of a person has a purpose, and that purpose has many tasks. Some of …”