Re:NVIDIA Announces CEO Transition
by strofocles on Thursday November 12, 2026 @11:07AM
(#50469656)
I am curious which questions you found poorly informed? Jensen Huang started with "China could have trained a Mythos level model" because the resources needed for that were "mundane". Maybe you believe him on that or you know that to be true but maybe mundane is not the right word. Also the rest of his answer did not age well. I think Dwarkesh genuinely wanted to have a deep conversation and not to be a troll.
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Re:NVIDIA Announces CEO Transition
by lern_too_spel on Thursday November 12, 2026 @11:55AM
(#50470385)
It's refreshing to see a podcaster push their guest to defend their positions, after having had the displeasure of listening to clips of Lex Fridman just accepting even obvious bullshit from his guests without any follow up. It sounds like Dwarkesh did the same with Dario, who argued the other side.
Re:NVIDIA Announces CEO Transition
by DrScientist on Thursday November 12, 2026 @12:51PM
(#50471283)
The uninformed part was a rather dismissive attitude to Chinese capabilities and the assumption that access to NVidia chips was the only important success factor.
Jensen has two core points:
- stopping selling NVidia chips to China isn't going to stop China developing AI
- stopping NVidia selling to China will ultimately ceed US leadership in chips as Nvidia's commercial edge is as much about the dominant developer ecosystem as it is the chips per se.
ie the real risk is the default world tech stack shifts to open models on Chinese chips. End result Chinese lead in both. I'd be animated.
He has spent his entire career competing and winning and he is being told he has to stop competing in order to achieve a goal that he knows won't actually be achieved by sacrificing NVidia.