Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.0 • 10.4K Ratings
🗓️ 19 March 2026
⏱️ 66 minutes
🧾️ Download transcript
Summary
(0:00) Jensen Huang joins the show!
(0:26) Acquiring Groq and the inference explosion
(8:53) Decision making at the world's most valuable company
(10:47) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing
(16:38) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes
(20:48) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future
(30:50) Open source, global diffusion, Iran/Taiwan supply chain impact
(39:45) Self-driving platform, facing competition from active customers, responding to growth slowdown predictions
(47:32) Datacenters in space, AI healthcare, Robotics
(56:10) OpenAI/Anthropic revenue potential, how to build an AI moat
(59:04) Advice to young people on excelling in the AI era
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Transcript
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| 0:00.0 | Special episode this week, we've preempted the weekly show. |
| 0:04.7 | And there's only three people we preempt the show for. |
| 0:07.6 | President Trump, Jesus, and Jensen. |
| 0:11.3 | And I'll let you pick which order we do that. |
| 0:14.5 | But what an amazing run you've had and a great event. |
| 0:18.8 | Every industry is here. |
| 0:20.5 | Every tech company is here. Every tech company is here. |
| 0:22.4 | Every AI company is here. |
| 0:24.2 | Incredible. |
| 0:25.0 | Extraordinary. |
| 0:26.0 | And one of the great announcements of the past year has been GROC. |
| 0:30.0 | When you made the purchase of GROC, did you realize how insufferable Chimoth would become? |
| 0:35.5 | I had an inkling that... |
| 0:38.3 | We're his friends. |
| 0:40.1 | We have to deal with them every week. |
| 0:41.7 | I know it. |
| 0:42.4 | You had to deal with them for the six week closed. |
| 0:44.8 | I know it. |
| 0:45.2 | It's like two weeks. |
| 0:46.0 | Two weeks. |
| 0:46.6 | It's all coming back to me now. |
| 0:48.5 | It's making me rather uncomfortable. |
... |
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