Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
3/19/20261 hr 7 min
(0:00) Jensen Huang joins the show!
(1:00) Acquiring Groq and the inference explosion
(9:27) Decision making at the world's most valuable company
(11:22) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing
(17:12) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes
(21:22) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future
(31:24) Open source, global diffusion, Iran/Taiwan supply chain impact
(40:19) Self-driving platform, facing competition from active customers, responding to growth slowdown predictions
(48:06) Datacenters in space, AI healthcare, Robotics
(56:44) OpenAI/Anthropic revenue potential, how to build an AI moat
(59:38) Advice to young people on excelling in the AI era
Thanks to Airwallex for making this happen:
Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance.
Follow the besties:
Follow on X:
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:
Intro Video Credit:
Clips
Transcript preview
First 90 secondsJason Calacanis· Host0:00
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. [laughs] [laughs] And, uh, I'll let you pick which order we do that. Uh, but what an amazing run you've had and, and a great event. Um, and- Every industry is here.
Jensen Huang· Guest0:20
Every tech company is here. Every AI company is here. Incredible.
Jason Calacanis· Host0:24
Incredible.
Speaker 30:25
I'm going all in.
Speaker 40:27
If you were building a global financial system from first principles today, you wouldn't build it on 50-year-old legacy rails. You'd build Airwallex, one AI native platform for global accounts, cards, and payments. It's designed to make the entire world feel like a local market. Others are bolting AI onto broken infrastructure, but Airwallex was built for the intelligent era from day one. Stop paying the legacy tax and start building the future at airwallex.com/allin. Airwallex, build the future.
Speaker 30:58
I'm going all in.
Jason Calacanis· Host0:59
And, um, one of the great announcements of the past year has been Groq. When you made the purchase of Groq, did you realize how insufferable Cha- Chamath would become?
Jensen Huang· Guest1:09
[laughs] [laughs] I had a, I had an inkling that, that, [laughs] that, uh- 'Cause we're his friends.
Jason Calacanis· Host1:14
We have to deal with him- I know ... every week.
Jensen Huang· Guest1:16
I know it. I know it.
Jason Calacanis· Host1:16
You had to deal with him for the six-week close.
Jensen Huang· Guest1:18
[laughs] I know it.
Chamath Palihapitiya· Host1:19
It's like two weeks.
Jason Calacanis· Host1:20
Two weeks.
Jensen Huang· Guest1:20
I know. It's all coming back to me now. [laughs] It's, it's making me rather uncomfortable. The, the thing is, uh, many of our strategies are, are presented