Jensen Huang: The Doomer Hoax, Superintelligence Is Here, and The Future of AI (ft. President Trump)

黄仁勋:末日愚弄,超级智能已经到来,人工智能的未来(特朗普总统专访)

All-In with Chamath, Jason, Sacks & Friedberg

2026-09-15

46 分钟
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单集简介 ...

(0:00) Jensen Huang joins The Besties! (1:39) Thoughts on Dario's blog, Frontier Labs calling to slow down AI, and Doomer psychology (9:58) Sensible AI regulation and RSI (16:05) Hugging Face acquisition, future of Open Source, and the race with China (22:58) President Trump calls in live to discuss the Doomer Hoax (31:29) The AI boom and Nvidia's capital allocation strategy (40:21) Nvidia's Open Source model ambitions, thoughts on Elon's Terafab Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/ Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/ Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/ Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin Follow Jensen: https://x.com/JensenHuang 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/@allin 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 ...

  • Some people call it vision.

  • Vision's an awfully big word to me because I believe, first of all, vision matters.

  • We preempted the weekly show, and there's only three people we preempt the show for.

  • President Trump, Jesus, and Jensen.

  • The number one podcast in the world.

  • That's Jensen Wong.

  • He's the founder and president and CEO of NVIDIA.

  • Whether you know it or not, his decisions are shaping your future.

  • NVIDIA is the most important stock in this market, and Jensen is arguably the best executive in history.

  • Revenue exploded 97% year over year.

  • Not only is demand already strong, it's actually accelerating.

  • NVIDIA is the only computing platform that is a full-stack AI factory.

  • A GPU is like a time machine.

  • Because it lets you see the future sooner.

  • And if we could see the future and we can predict the future,

  • then we have a better chance of making that future the best version of it.

  • Please welcome Jensen Huang.

  • Got a stand to go on the way in.

  • Oh, come on.

  • Stand to go.