CEOInterviews.AI (@CEOinterview)

Dylan Patel says Jensen personally talked tiny suppliers into letting Nvidia buy up their supply, and with him gone Google is already begging them for capacity "Jensen had complete foresight and understood the demand required and went to all of these executives, even of tiny companies where they only generate a few hundred million dollars of revenue but they have an important subcomponent." "He convinced them to let him buy the supply and build it all out..." "And now with Jensen gone, these companies are looking around the market and it's like, well, Google's begging for more capacity from the whole supply chain." "And without Jensen, can they maintain technology advantages given they're only a year ahead of their biggest competitors? It's not like the gap is massive."

Dylan Patel says Alice Huang was telling everyone on WeChat she could get them Nvidia chips in China, and Jensen probably knew "I actually don't think she's a spy in the colloquial sense. And I don't think she's a honeypot in the colloquial sense. She is a well-connected individual in the Chinese, you know, business world and family." "And if you're well connected in China, if you're well connected in America, you will talk to intelligence agencies when they tell you to." [ The CIA was asking me for your personal phone number and I had to tell him to take a hike. ] "She was clearly like showing everyone on WeChat she is close to Jensen and can get them chips in China. Jensen, did he know? Probably." "But like Super Micro didn't have to honeypot Jensen to ship billions of dollars of servers to China, right?"

Elon Musk @elonmusk gave The Economist a timeline for the end of human primacy. Five years until AI passes the sum of all human intelligence. Elon Musk: "So there really won't be anything that AI can't do better than humans apart from being human perhaps." Source: The Economist @TheEconomist