25 March 2026
6 shows published 17 episodes in the period, 14 hours in all. These are the 8 minutes worth hearing.
AI
Lex Fridman
Jensen Huang
Co-founder and chief executive of NVIDIA, described in the episode metadata as the world's most valuable company. In the conversation he puts his tenure at 33 or 34 years, says he has about 60 direct reports and holds no one-on-ones with them, and gives NVIDIA's headcount as 43,000.
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1 of 2 framework
Jensen Huang wants data centres to sign for power the utility can cut back, on the argument that the grid runs near 60 per cent of peak 99 per cent of the time.
Huang's case is that engineers build for a worst case lasting a few days in winter and a few in summer, so spare capacity exists today rather than five years out when new generation arrives. He splits the blockage three ways: customers writing six-nines availability into contracts their own chief executive has never read, sites that cannot degrade gracefully, and a supplier offering one grade of service.
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2 of 2 prediction
Jensen Huang says no physical limit stops NVIDIA reaching three trillion dollars of revenue, and expects premium tokens to sell at $1,000 per million.
Computers used to retrieve pre-recorded files and now generate each answer on demand, which needs far more processing and far less storage and turns a warehouse that earns nothing into a factory whose output tracks what customers pay. He names the awkward part himself: nobody is left to take share from, so every dollar has to arrive from markets that do not yet exist.