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

黄仁勋现场直播:英伟达的未来、物理人工智能、智能体崛起、推理爆发、人工智能公关危机

All-In with Chamath, Jason, Sacks & Friedberg

2026-03-20

1 小时 6 分钟
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单集简介 ...

(0:00) Jensen Huang joins the show! (0:26) Acquiring Groq and the inference explosion (8:53) Decision making at the world's most valuable company (10:47) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing (16:38) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes (20:48) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future (30:50) Open source, global diffusion, Iran/Taiwan supply chain impact (39:45) Self-driving platform, facing competition from active customers, responding to growth slowdown predictions (47:32) Datacenters in space, AI healthcare, Robotics (56:10) OpenAI/Anthropic revenue potential, how to build an AI moat (59:04) Advice to young people on excelling in the AI era Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
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单集文稿 ...

  • Special episode this week.

  • We've preempted the weekly show.

  • And there's only three people we preempt the show for.

  • President Trump, Jesus, and Jensen.

  • And I'll let you pick which order we do that.

  • But what an amazing run you've had and a great event.

  • Every industry is here.

  • Every tech company is here.

  • Every AI company is here.

  • Incredible.

  • Incredible.

  • Extraordinary.

  • One of the great announcements of the past year has been Grok.

  • When you made the purchase of Grok, did you realize how insufferable Chamath would become?

  • I had an inkling that...

  • We're his friends.

  • We have to deal with them every week.

  • I know it.

  • You had to deal with them for the six-week close.

  • I know it.