INVEST AMERICA

“Capital is becoming a weapon used to automate the physical world through robotics and actuators.”

“Capital is becoming a weapon used to automate the physical world through robotics and actuators.”

“Of the 25 sell side analysts on Wall Street who cover your stock, if I look at the consensus estimate, it basically has your growth flatlining starting in 2027. 8% growth 2027 through 2030. That is the 25 people in their only job. They get paid to forecast the growth rate for NVIDIA.”

“Some of the things I heard, they could never build AI chips. That just sounded insane. Two, that China can't manufacture. China can't manufacture? If there's one thing they could do is manufacture. And three, they're years behind us. Is it two years, three years? Come on. They're nanoseconds behind us. Nanoseconds.”

“You're talking to somebody who represents the American dream. My parents didn't have any money, sent us over here. We started from nothing. You guys know I, you know, bust tables, wash dishes, clean toilets, and here I am. This is the American dream. President Trump knows that. We want legal immigrants.”

“That general general purpose computing is over, and the future is accelerated computing and AI computing. And so the way to think about that is there's how much how many trillions of dollars of computing infrastructures in the world that has to be refreshed. And when it gets refreshed, it's going to be accelerated computing.”

“I underestimated. Let me just go on record. I underestimated. We we now have three scaling laws. We have pretraining scaling law. We have post training scaling law. Post training is basically like, AI practicing. Practicing a skill until it gets it right. And then the third is inference. The old way of doing inference was one shot. But the new way of doing inference, which we appreciate, is thinking.”

“So I'm gonna start with it's a great start. And the reason for that is this. That implies I don't I hope it's not the end, but I think it's a great start. America has one a singular brand reputation that no country in the world has, and no country in the world is in the position or in the horizon to be able to say, come to America and realize the American dream. What country has the word dream behind it?”

“The annual release cycle. The token generation rate is going up exponentially. And the customer use is going up exponentially. So the first thing is because the token generation rate is going up so incredibly, two exponentials on top of each other, we have to unless we increase the performance at incredible rates, the cost of token generation will keep growing because Moore's Law is dead.”

“I think that OpenAI is likely going to be the next multitrillion dollar hyperscale company. K. I think you and I... If that's the case, the opportunity to invest before they get there, this is some of the smartest investments we can possibly imagine, and you gotta invest in things you know.”

“Everybody's power limited. And let's say, you were able to secure two more gigawatts of power. Well, that two gigawatts of power, you would like to have translate to revenues. So your performance or tokens per watt was twice as high as somebody else's token per watt because you did deep and extreme co design. Blackwell's 30 times. So you've gotta give up 30 x revenues in that one gigawatt. It's too much to give up. So even if they gave it to you for free, you only have two gigawatts to work with.”

“I heard from a Chinese researcher leading one of our leading labs in The US that three years ago, 90% of the top AI researchers graduating from universities in China wanted to come to The United States and did come to The United States to work in our leading labs. And he guessed that today, that's closer to 10 or 15%. So seen a precipitous drop.”

“If you have a train that's about to get faster and faster and go exponential, the only thing that you really need to do is get on it. And once you get on it, you'll figure everything else out along the way. And so to predict where that train's gonna be and try to shoot a bullet at it or predict where that train's gonna be and it's going exponentially faster every second and go figure out what intersection to wait for it, that's impossible. Just get on it while it's going kinda slowly and go exponential along the way.”