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“Jensen has been incredibly good at retaining talent. There are very few high-profile departures from the NVIDIA executive team.” “This is probably when the sharks are in the water. The VCs are going to come in and offer people billions of dollars to start their own chip companies, their own neolabs.” “If a year from now we’ve seen a bunch of departures from NVIDIA, I’m going to be really concerned about their future.” “Steve Jobs is a pure visionary, and Jensen is negotiating every supply chain contract.” “If there’s any manufacturing issues with Rubin, people are distracted and Jensen’s not there. Things get solved slower, things get solved by committees.”

Everyone believes CUDA is NVIDIA's moat, the reason we've maintained our dominance in the AI era. I've never believed that. NVIDIA has only one true moat: its people. And the most important of them is Jensen Huang. I've worked on CUDA compilers, libraries, and DSLs for eight years, from Volta to Rubin. I think I've earned the right to share my perspective on what NVIDIA's moat really is. I hope you'll bear with me. 1. What is CUDA? Many people think CUDA is just a programming language and its compiler, and that NVIDIA's moat comes from the massive amount of software written in CUDA, making it impossible for developers to leave NVIDIA GPUs. This is completely wrong. It's an incredibly naive understanding of CUDA. To me, CUDA is everything NVIDIA does. CUDA isn't just a language, software, or hardware architecture. It's a product defined by a unique customer experience. When you find GPU programming too difficult, CUDA gives you an easier way. When your GPU code isn't fast enough, NVIDIA engineers respond and help you solve it. When a handful of GPUs can no longer push your technology forward, NVIDIA has already scaled its computing platform from desktops to massive data centers. When you need more data centers than anyone else can supply, NVIDIA has already secured wafer and HBM capacity years in advance to meet your demand. That experience is CUDA. It's made possible by the relentless, day-to-day work of everyone at NVIDIA. And the person who brings all these people together, who gives them a shared vision and purpose, is Jensen Huang. 2. What made CUDA possible? Patience. Perseverance. An unwavering commitment to a vision. Around 2006, NVIDIA bet that the future would demand far more computing power, and began transforming GPUs from graphics processors into a platform for general-purpose computing. Initially, it was a commercial disaster. The added costs hurt margins, the market wasn't ready, and the strategy faced enormous skepticism and pressure, including questions from the board. But Jensen persisted. For roughly a decade, NVIDIA kept investing in CUDA, building its hardware, software, and developer ecosystem long before the commercial payoff became clear. Eventually, deep learning arrived. And NVIDIA was ready. Today, this sounds like an inspiring story. But for those who lived through it, it meant a decade of perseverance, doubt, and being misunderstood. Looking back at the history of technology, how many people could have done the same? This is what I've always loved most about NVIDIA. And now, Jensen has been pushed out. This won't kill NVIDIA. The company can still create tremendous commercial value. But it has killed NVIDIA's soul. And how far can a body go without its soul? If this is how Jensen Huang is treated today, how will those of us who built CUDA be treated tomorrow? I love NVIDIA deeply, but I have to say it: NVIDIA is dead.

Grok Bot summary: IAC 2026 presentation by SpaceXAI President Michael Nicolls. 🎯 The main message - SpaceX was founded in 2002 to make life multi-planetary and "extend the light of consciousness to the stars." - He said the biggest risk as constellations grow is not debris. It's satellite operators not sharing data with each other. 🌍 How Starlink grew - Starlink began in 2019 with 60 V0.9 satellites. User service started in late 2020 as the "Better Than Nothing Beta." - V1.5 added space lasers, which let the satellites link into a mesh. That's when Starlink really took off, reaching oceans, Antarctica and airplanes. - V2 (2023) has 4x the capacity of V1. Falcon launches V2 satellites 2–3 times a week, and each launch adds about 3 terabits of capacity. - V3 launched on Starship about a week before the talk. Each V3 satellite has another 10x capacity, and each Starship launch carries 20–30x what a Falcon launch does. - Starlink now has over 11,000 satellites, about 60% of all active satellites in low Earth orbit. - It serves more than 13M customers in about 170 markets, plus ships and planes. - The laser mesh means Starlink doesn't depend on local ground infrastructure. During last year's fires and power outages in Spain, it kept tens of thousands of customers and emergency responders online. 🚀 The life of a Starlink satellite - **Before launch:** SpaceX checks that deploying the satellites won't bring them close to anything else, and shares where they'll be. - **Deploy:** satellites are released below 300 km, where almost no other operators fly. - **Orbit raising:** each climb path is checked against other satellites and crewed space stations, and SpaceX publishes the satellites' positions every hour on the way up. - **Lower orbits for safety:** the original plan was about 1,000 km. Now every satellite flies below 500 km, and V3 will fly at about 350–360 km. At these heights a dead satellite falls back to Earth within months instead of staying up for centuries. 🛡️ How they avoid collisions - Each satellite makes small station-keeping moves about once a day and a collision-avoidance move about every 10 days. - Across the fleet, that's about 1,000 avoidance moves a day. - Starlink's threshold for moving is nearly 100x more cautious than the industry standard, so the whole fleet's collision risk is about the same as a much smaller constellation's. - "Ducking" moves turn the satellite so it presents a smaller target during a close pass, cutting the collision risk about 10x more. - Automated software makes these decisions, which is why Starlink tries to stay in contact with every satellite at all times. 📡 Always connected - Starship's live launch video was streamed over Starlink. - The new V3 satellites connected to the network within 2 minutes of release, because Starlink terminals are built into the satellites. Their lasers link into the mesh within tens of minutes. - The goal is to make contact right away and never lose it. 🌬️ Space weather - During a 2024 solar storm, air density in orbit jumped 5x in a few hours, which throws off predictions of where satellites will be. - Starlink is "probably one of the best sensors" for this. It measures density in real time and automatically corrects its position forecasts. 🔭 Working with astronomers - **Optical:** SpaceX tried Vantablack paint and sun visors. What finally worked was a mirror-like film that reflects sunlight away from the ground, combined with careful steering. A V2 satellite now looks about as bright as a sheet of paper. This was done with groups like the Vera Rubin Observatory. - **Radio:** working with observatories like the US National Radio Astronomy Observatory (NRAO), Starlink steers its beams and frequencies around where the telescopes are pointing. As a result, the telescopes can now observe more often. ♻️ End of life - SpaceX uses statistics to predict when parts will fail and deorbits satellites early. Many of those satellites would have kept working. - Retired satellites are steered down within weeks, not left to drift for the 5 or 25 years regulations allow. - They're built to burn up completely, and reentry is aimed over the ocean. - Of about 10,000 satellites launched by early 2026, only a few dead ones remain in orbit. The goal is zero. - "Reliability and rate go together." ⚠️ The biggest danger: other operators - Tracked debris is like obstacles on a road: if you can measure it, you can avoid it. - What you can't avoid is a satellite that maneuvers without telling anyone. Starlink has had passes as close as tens of meters this way. - Starlink has maneuvered around satellites from about 650 operators in recent months, but shares position data with only about half of them. "That number is too low." - SpaceX shares data with China's space station and some Chinese operators. Many operators don't share at all, including some in the US, Europe and Japan. ⭐ Stargaze: Starlink's own space tracking - Over 30,000 star trackers on Starlink satellites spot passing objects as streaks against the stars. - Stargaze now tracks over 17,000 objects, including about 90% of the maneuvering satellites that cross Starlink's orbits. - In one example, an untracked satellite's predicted 9 km miss shrank to about 60 m after it maneuvered toward Starlink. Stargaze caught the move and the Starlink satellite dodged in time. - He said it's still no substitute for operators sharing their plans in advance. 🤝 The ask: share your data - SpaceX runs its own space safety data platform, and over 100 operators have signed up. - Operators can upload their satellite positions and check them against Starlink and against Stargaze tracking. - His message to every operator was to join the platform and share their positions. 🧠 StarMind: AI compute in space - StarMind is SpaceX's planned AI satellite constellation, starting launches and scaling next year. - The goal is to move AI compute off Earth. He expects StarMind to drive demand for Starship launches the way Starlink did for Falcon. - On the ground, SpaceX is building over 2 GW of compute in Memphis. He said AI demand will be nearly limitless, and Earth's resources make that hard to keep scaling there. - In space, the satellites run on solar power and shed heat through large radiators. - Each satellite is simpler than a Starlink: basically a computer with big solar panels and radiators. - Each one has about 250 kW, roughly one NVL72 rack of compute. - They'd fly in tight clusters of about 10 satellites linked by about 10 terabits of bandwidth, then connect to Starlink. - SpaceX has filed for up to **1 million satellites**, in low-inclination and sun-synchronous orbits. Building them could mean thousands of satellites a week. - New challenges include much higher reliability and redundancy, flying in close formation, and micrometeoroids. Dead satellites might be sent away from Earth instead of burning up in the atmosphere. 🌙 Beyond Earth - Starlink is developing very high-bandwidth lasers to connect the Moon, then Mars, building an "interplanetary mesh." - All of that depends on getting safety right in low Earth orbit first. 💡 Key takeaways - Starlink is the world's biggest constellation, and it's moving lower to be safer. - It makes about 1,000 collision-avoidance moves a day, with nearly 100x more caution than the industry standard. - The biggest risk is operators who don't share where their satellites are going. - StarMind could scale to 1 million AI satellites, with launches starting next year. - "Coordination is a key element for realizing all of our ambitions."

I started this podcast a year ago. It’s been the best year of my life. Thanks to everyone for watching and to every guest for the incredible conversations 🫡 In order by appearance: Daniel Ek Michael Dell Brad Jacobs Todd Graves Michael Ovitz James Dyson Patrick O’Shaughnessy John Mackey Tobi Lutke Jimmy Iovine Jason Fried Brian Armstrong Marc Andreessen Eric Jorgenson Tony Xu Evan Spiegel David Baszucki Adam Foroughi Dana White Strauss Zelnick Rick Rubin Ivanka Trump Gustav Söderström Ed Catmull Steve Stoute Scott Wu Jonathan Ross Eric Glyman Jeff Zalaznick DHH Micky Malka Lulu Meservey Travis Kalanick Sam Altman Torsten Reil Doug Leone Zach Dell Mati Staniszewski Luca Ferrari Peter Rahal Ronnie Fieg 41 down, many many thousands to go…

8.27梭哈晨报： 这个月又靠英伟达拯救市场了吗，上一次靠的是微软，果然这些M7总能拯救市场，下次能是谁呢？ 1. $BTC 一晃眼都要周五了马上，调整3天了，不知道是不是要蓄势待发了； 2. $ETH Tom Lee距离5%很近了貌似，下一步拉盘？ 3. $SOL 唯一能和Robin Hood竞争的地方； 4. 据彭博社援引知情人士报道，摩根大通近期评估了推出自有稳定币的可能性； 5. 谷歌重组DeepMind，将90人AI责任团队移出； 6.美联储9月维持利率不变的概率为63.5%； 8 月 27 日，据金十数据，7 月美国 PCE 物价指数数据显示通胀仍具粘性，促使市场上调美联储 9 月加息概率； 7.数据：链上最大 HYPE 多头，浮盈 5800 万美元，清算价格上调至 65 美元； 8.黄金和比特币ETF五天共吸引70亿美元资金，其中贝莱德IBIT流入15亿美元； 9.Coldcard 熵漏洞暴露单签风险，多厂商多签成比特币托管新基线； 10.英伟达电话会：亚马逊将额外部署200万块GPUs，Vera Rubin助推每GW产值飙升至400亿美元； 英伟达 CFO 预计 2028 财年营收将增约 70%； 11.地缘方面，伊朗宣布已与阿曼就霍尔木兹海峡通行费分配达成明确分成协议； 这也是有点意思的； 12.SEC 重启加密资产托管规则，填补监管空白； 13.39 家美国州银行协会组建 BankChain 联盟，目标 2027 年推出区块链网络； 14.DefiLlama与Forgd推出UTR，已为128种代币评级； 15.Chainlink 为 Coinbase 代币化股票打开了 DeFi 借贷通道； --------------- 只能说大家好才是真的好，挺好的情况，就看到底谁的波动大了。 #Bitcoin# #Ethereum# #Solana# #Crypto# #Nasdaq#

🚀 $NVDA 英伟达 Q2 财报及 Q3 指引全面碾压市场预期： • Q2 营收：962.2 亿美元（预期 923.8 亿）📈 • Q2 调整后 EPS：2.22 美元（预期 2.09）💰 • 数据中心营收：890 亿美元（预期 850 亿）🏢 • Q3 营收指引：1080 亿美元，不仅击败华尔街共识预期（1040.5 亿），更是直接触及了机构最乐观的买方“耳语预期”（Whisper numbers）上限。 🔮 股价影响推测： 面对财报与指引的双重超预期，科技股多头获得了极强的基本面支撑。从历史走势来看，即便 $NVDA 在如此亮眼的报告后可能会面临短期利好出尽的获利盘回吐，但数据中心核心业务的强劲爆发力，以及新一代 Vera Rubin 架构的全面量产，预示着其中长期估值上调的动能依然无懈可击。 @NYP0 #英伟达# #人工智能# #美股财报# #NVDA#

吴说获悉，NVIDIA 2027 财年第二季度营收 962 亿美元，同比增长 106%，高于市场预期的 922 亿美元；数据中心收入 890 亿美元，同比增长 117%，高于预期的 858 亿美元；Non-GAAP 摊薄每股收益 2.22 美元，高于预期的 2.10 美元，Non-GAAP 毛利率为 75.0%，符合预期。公司预计第三季度营收约 1,080 亿美元，上下浮动 2%，高于市场预期的 1,042 亿美元，且指引未计入任何来自中国的数据中心计算收入；预计 GAAP 和 Non-GAAP 毛利率均为 74.0% ± 0.5 个百分点。NVIDIA 表示 Vera Rubin 平台已进入全面量产阶段，本季度通过股票回购和现金分红向股东返还约 260 亿美元。

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. The U.S. reportedly offered Iran a deal to halt the siege and lift sanctions in exchange for reopening the Strait of Hormuz and ending proxy attacks, according to Al Arabiya. Axios also reports that Rubio told several foreign counterparts the U.S. does not plan new strikes on Iran for now, with pressure shifting toward the naval blockade and new sanctions campaign instead. Crude Oil fell 4% and the 10-year treasury bond fell from 4.72% to 4.62%. 2. Global physical gold-backed ETFs $GLD attracted $6.4B of inflows last week, their largest weekly intake since January and the 3rd-largest weekly inflow on record. North America led with $4.4B, followed by Europe at $1.7B and Asia at $300M. This marked the 7th straight week of inflows, with global gold ETFs pulling in $16.4B over that stretch. Total AUM in global gold ETFs rose by $33B last week to $615B, the highest level since the second week of May. 3. Intuit $INTU reported Q4’26 revenue of $4.4B, beating estimates of $4.27B and up 14% YoY. Adjusted EPS came in at $4.03 versus $3.58 expected. Global Business Solutions revenue rose 14% YoY to $3.4B, the Online Ecosystem grew 17% YoY to $2.6B, Consumer revenue increased 14% YoY to $930M, and Credit Karma revenue rose 16% YoY to $743M. For FY27, Intuit guided revenue to $23.3B–$23.5B versus $23.72B expected, while adjusted EPS guidance of $22.88–$23.12 came in well below the $27.32 estimate. The company also raised its dividend 15% YoY to $1.38/share, bought back $5.5B of stock, and has $7.9B remaining on its authorization. Management said its strategy is to win as an AI-driven expert platform while staying disciplined on investments and scaling its big bets. 4. President Trump said the U.S. Navy has removed and/or detonated all mines from international waters in the Strait of Hormuz. He said Iran has been notified that any ship or boat placing new mines will be “immediately and systematically destroyed.” Trump added that Space Force is monitoring every square inch of the Strait, along with Pickaxe Mountain and the three previously destroyed nuclear sites, and said a “Zero Tolerance” policy on mine placement is now in full effect. 5. Canada is responding to U.S. tariffs with new tariffs of its own. The country is raising steel tariffs to 50% from 25%, while roughly 700 products will face new tariff rates of 15%, 25%, and 50%. The measures are set to take effect on September 8, marking another escalation in the U.S.–Canada trade dispute. 6. Anthropic is expected to tell IPO investors its total addressable market exceeds $30T, topping SpaceX’s $28.5T estimate, according to WSJ. The figure represents the potential value of work Anthropic believes AI models could eventually perform, not a direct revenue forecast. Anthropic generated $11.6B in Q2 revenue and could seek to raise as much as $100B at roughly a $2T valuation. IPO documents are expected within weeks, potentially setting up a September or early October listing. 7. OpenAI’s data-center head Chris Malone left the company last week, according to WSJ. Malone joined in March 2025 shortly after Stargate was announced and played a key role overseeing OpenAI’s massive data-center buildout. He previously led data-center strategy at Meta and earlier worked on data-center technology at Google. The departure comes just weeks after OpenAI also replaced its chief revenue officer, adding another senior leadership change as the company races to scale infrastructure, revenue, and compute capacity. 8. ClickHouse has surpassed $350M in annual recurring revenue, up 40% since May, as AI agents drive demand for database and observability infrastructure. OpenAI’s usage has reportedly grown roughly 10x over the past year to more than 30 petabytes of data per day, or around 30T events daily. OpenAI has also shifted parts of its log-management workload from Datadog to ClickHouse over the past year. ClickHouse was valued at $15B in January and says gross margins currently range from 50%–70%. Earlier this year, the company acquired Langfuse to expand deeper into monitoring AI applications and agents. Nebius $NBIS owned a 28% stake in ClickHouse as of May 2025, though that stake has likely been diluted by subsequent fundraising. 9. JPMorgan reiterated its Overweight rating on SpaceX $SPCX with a $240 price target, saying the company’s AI ambitions are coming into sharper focus and that it is increasingly positive on Grok. The firm highlighted SpaceX’s completed acquisition of Cursor on 8/14 as an important step in building enterprise AI capabilities. Cursor brings roughly $4B of ARR as of June 2026, with about 75% coming from businesses, which JPMorgan says should help streamline go-to-market and provide valuable model-training data. The firm also said Cursor data is already showing up in Grok’s supplemental training, with tangible improvements in recent model performance. 10. OpenAI says its new Broadcom-built Jalapeno AI chip outperformed Nvidia $NVDA GB300 in both throughput per watt and response latency during internal testing, according to Bloomberg. The chip is built specifically for inference, not training, and runs at roughly 700 watts. OpenAI plans to begin deploying Jalapeno for its models later this year, saying the performance gap widened on larger workloads, including Moonshot’s Kimi model, and that the chip has also performed well on unreleased OpenAI models. The key caveat is that Jalapeno was tested against GB300, not Nvidia’s newer Vera Rubin generation. OpenAI says a second-generation chip is already nearing tape-out, while work on a third generation has begun. 11. The top 10 most active options today by contracts traded were $NVDA with 1.8M contracts, $TSLA with 1.8M contracts, $AAPL with 636K contracts, $SPCX with 548K contracts, $INTC with 540K contracts, $AMZN with 498K contracts, $MU with 483K contracts, $AMD with 403K contracts, $PLTR with 361K contracts, and $SOFI with 359K contracts. 12. Raymond James raised its Nvidia $NVDA price target to $352 from $330 and reiterated a Strong Buy rating. The firm says Nvidia’s CPU opportunity is becoming more important, especially for agentic AI workloads, even though CPUs are only about 3% of sales today. Raymond James expects CPU revenue to reach roughly 5% of total revenue by CY28 and believes Nvidia could potentially become the world leader in CPU revenue within several years. The firm also argued the stock remains inexpensive, trading at less than 15x CY27 GAAP earnings, below the S&P 500 at 18.6x, despite sales and net income growth still expected to exceed 20% in CY28. Its new $352 target is based on a 22x multiple on CY28 estimates, which Raymond James views as conservative given Nvidia’s leadership, CUDA moat, GPU performance, free cash flow, and history of trading at much higher multiples. WALL STREET IS THE GREATEST SHOW ON EARTH.

NVIDIA Vera Rubin NVL72 production racks are here. The compute tray is engineered for fast compute, assembly, and serviceability. Manufacturing is 100% automated, and every tray goes together in one minute. Congratulations to @Microsoft on the first operational Vera Rubin NVL72 racks, now rolling off @HonHai_Foxconn Ingrasys lines.

8.07梭哈晨报： 昨天真的是妖魔鬼怪都在疯狂拉盘，各路神奇的东西，有真的拉盘的，又假拉盘的，只能说真假孙悟空上演了。 1. $BTC 稳稳的等待今天的靴子落地了，应该没记错是7号听证会吧？ 2. $ETH 一起跟着就好了； 3. $SOL 挺好玩的目前看起来，一切都和基金会想的不一样； 4.TradeXYZ首次动用永续合约手续费收入买入HYPE； 感觉有希望成为外界第一大户； 5.SpaceX无惧天量解锁涨逾6%，总市值重新站上1.5万亿美元； 有点那个味道了，解锁的全体套保，下跌后两边对冲平仓，爱了爱了； 6.Uniswap代币发行平台Pools上线首日代币交易量达9910万美元； 7.美国AI投资Q2达1.5万亿美元年化规模，同比增长25%； 8.英伟达考虑调降 Rubin Ultra GPU 配置，应对 HBM 内存短缺； 面对缺少存储，简单来说就是降低存储的消耗？ 9.OpenAI 更新 ChatGPT 推理控制功能，Plus/Pro 新增推理强度滑块； 前 OpenAI 员工 Gabriel 推出 Energy，AI 代理计算机工作市场待激发； AI竞争对于消费者来说是有利的； 10.CLARITY Act道德条款或允许唐纳德·特朗普推迟数百万美元税款缴纳； 看起来大概率会通过啊，毕竟Trump家还不发币？ 11.特朗普称霍尔木兹海峡协议尚未达成，正参与相关谈判； 12.泰国确认对加密货币交易免征资本利得税，免税期截至2029年底； 13.Tom Lee预测标普500指数将达到8,000点，并称以太坊为下一轮反弹的领头羊； 别去沾边啊，老老实实搞你的世界计算机就好了； 14.Wintermute 注册为美国证券交易委员会（SEC）的经纪交易商，以交易股票、期权和加密货币交易所交易基金（ETF）； 多久没听过WM的消息了； 15.美联储9月加息25个基点概率现报56.5%； -------------- 真的是倒霉，坐在哪儿就在哪儿挨打，还是得灵活起来，但是想吃一波大的，总不可能期待永远水上吧？ 猪哥的视频实在是太黄了🤣 #Bitcoin# #Ethereum# #Solana# #Crypto# #Nasdaq#