Latest Interviews
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Clear all filters- All-In Podcast1h 5m
Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Major U.S. corporations and government agencies are launching transformative public-private partnerships to secure critical supply chains for rare earth magnets, semiconductors, and AI infrastructure against global competition. These initiatives include a $400 million Department of Defense deal with MP Materials that guarantees price floors, TSMC and AMD achieving domestic silicon yields in Arizona, and massive energy projects by Crusoe and NVIDIA to build gigawatt-scale AI factories. While these ventures address severe domestic workforce shortages and high manufacturing costs, they collectively aim to establish a sovereign industrial ecosystem capable of supporting trillion-dollar markets in physical AI and advanced computing.
- a16z1h 1m
Jensen Huang & Arthur Mensch: Why Every Nation Needs Its Own AI Strategy
AI leaders Jensen Huang and Arthur Chou define sovereign AI as a critical cultural and economic infrastructure requiring nation-states to develop specialized, vertically integrated systems that embed local language, laws, and values. Their strategic framework advocates for a hybrid approach combining open-source horizontal models with sovereign vertical platforms to prevent digital colonialization while building "digital labor" forces that enhance productivity without displacing human workers. By prioritizing developer-first ecosystems and agile alignment over rigid control, this model aims to secure national economic equilibrium and accelerate innovation across sectors like healthcare, manufacturing, and defense.
Morgan Housel: Understanding Elon Musk, Jensen Huang and Other Outliers in Tech
Morgan Housel, Elon Musk, Jensen Huang, Molly O'Shea
Financial writer Morgan Housel discusses how 90% of outlier success in fields like venture capital and publishing stems from uncontrollable luck rather than replicable strategies, challenging the validity of morning routines and predictive forecasting. He contrasts this by analyzing the post-2020 capital cycle, noting that the transition from zero interest rates to a 5.5% discount environment has forced a return to valuing current cash flows over speculative stories to flush out unsustainable "tourist investors." Drawing on themes from *The Psychology of Money* and *The Same as Ever*, Housel argues that while specific market conditions and technologies evolve, human behavioral constants regarding greed and fear remain the only reliable guide for navigating financial uncertainty.