Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis

(0:00) Jensen Huang joins the show!

(1:00) Acquiring Groq and the inference explosion

(9:27) Decision making at the world's most valuable company

(11:22) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing

(17:12) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes

(21:22) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future

(31:24) Open source, global diffusion, Iran/Taiwan supply chain impact

(40:19) Self-driving platform, facing competition from active customers, responding to growth slowdown predictions

(48:06) Datacenters in space, AI healthcare, Robotics

(56:44) OpenAI/Anthropic revenue potential, how to build an AI moat

(59:38) Advice to young people on excelling in the AI era

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