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Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
Posted
March 19, 2026
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March 19, 2026
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1:06:06Now Playing(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
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