The Ledger, every show

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

“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.”

“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'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…”

“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.”

“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…”

“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.”

“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.”

“Just to put in perspective, a 100,000 GPUs, that's You know, easily the fastest supercomputer on the planet as one cluster. A supercomputer, ah, that you would build would take normally three years to plan. And then they deliver the equipment, and it takes one…”

“AI has now completely revolutionized radiology. Every single radiologist uses AI to Study the scans. It does it incredibly fast, incredibly accurately, better than a human can. However, radiologists' demand has gone up.”

“AI is going to help this next generation of new college grads achieve greater things, build greater things, not take their jobs.”

“We will do in the next several decades what it took humanity several hundred years to achieve.”

“They manufacture 60% of the world's mainstream chips, maybe more.”

“As you know, most of the AI researchers in all of these AI labs, most of them are Chinese. They have 50% of the world's AI researchers”

“In the future, in the past, we code. In the future, we're gonna write Ideas, architectures, specifications. We're going to organize teams. We're going to help them define how to evaluate the definition of good versus bad.”

“One of the most important ones is one that we're working on that basically turns the telecommunications base stations Into part of the AI infrastructure. So now, all of the, it's a two trillion dollar industry. All of that in time will be transformed into an e…”

“It is very likely that the fifty billion dollar factory, and in fact, I can prove it, that the fifty billion dollar factory will generate for you the lowest cost tokens.”

“In five years time, I completely believe that the healthcare industry or digital biology is going to inflect.”

“Open AI is number one, open source is number two, very distant third is Anthropic”

“And I'm, I think that every engineer is going to have a hundred agents.”

“We believe that everything that moves will be autonomous, completely or partly. Someday.”

“Surprisingly, NVIDIA's gaining market share. If you look at where we are today, we're gaining share.”

“Every single instrument, whether it's ultrasound or, You know, CT or whatever instrument we interact with in a hospital in the future will be agentic.”

“And so a couple, two, three cycles would basically be somewhere around three years to five years. That's it. Three years to five years, we're gonna have robots all over the place.”

“I think China is, is formidable. And the reason for that is because their microelectronics, their motors, their rare earth or magnets, which is foundational to robotics, they are the world's best. And so in a lot of ways, our robotics industry relies deeply on…”

“I believe every single enterprise software company will also be a reseller, value-added reseller of Anthropics tokens. Value-added reseller of OpenAI.”

“The surprising outcome is the number of radiologists actually went up And the demand for radiologists is skyrocketed.”

“In the future, we'll also build data centers. In the, in space. Obviously, very complicated to do so. We have, we're working with our partners on a new computer called Vera Rubin Space One, and it's going to go out to space and start data centers out, out in s…”

“No, we never said we were going to invest a hundred billion dollars in one round. That never was said.”

“Cursor, their margins are great. Claude's margins are great. For the enterprise use of OpenAI, their margins are great.”

“A hundred percent of radiology applications are now AI powered. That's completely true. And in some eight years time, it is now completely pervaded radiology. However, what's interesting is that the number of radiologists increased.”

“Just imagine we have a billion robots. It's going to be the largest repair industry on the planet.”

“God AI is not showing up next week. I'm fairly certain of that. God AI is not, not going to show up next year, but the whole world needs to move forward next week, next year, next decade.”

“If the marginal cost of AI is going to go down significantly, that one AI is going to be monitored by millions of AIs. And more and more AI is going to be monitoring, monitoring each other. People don't, can't forget that an AI is not going to be an agent by i…”

“Our latest innovation, MVLink, 72, we're the lowest cost Token generation machine in the world by enormous amounts.”