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Joe Rogan podcast. Check it out. >> The Joe Rogan Experience. >> TRAIN BY DAY. JOE ROGAN PODCAST BY
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NIGHT. All day. >> Hello. Hey, Joe. >> Good to see you again. We were just
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talking about Was that the first time we ever spoke or did was the first time we spoke at at SpaceX?
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>> SpaceX. >> SpaceX. The first time when you were giving Elon that crazy AI chip,
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>> right? DJX Spark. >> Yeah. Oo, that was a big moment. That was a huge
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>> That felt crazy to be there. I was like watching these wizards of tech like exchange information and and you're
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giving him this crazy device, you know, and then the other time was uh I was shooting arrows in my backyard and uh
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randomly get this call from Trump and he's hanging out with you. President Trump called and I called you.
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>> Yeah. It's just >> we were talking about you. [laughter] >> It's just talking about he was talking
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about the US UFC thing he was going to do in his front yard. >> Yeah. And he pulls out. He's JJS, look
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at this design. He's so proud of it. And I go, "You're going to have a fight in the front lawn in the White House." He
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goes, "Yeah, yeah, you're going to come. This is going to be awesome." And he's showing me his design and how beautiful
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it is. And he goes, and somehow your name comes up. He goes, "Do you know Joe?" And I said, "Yeah, I'm going to be
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on his podcast." He Let's call him. [laughter] >> He's like a kid.
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>> I know. Let's call him. It's so He's like a 79y old kid. >> Oh, he's so incredible.
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>> Yeah, he's an odd guy. Just very different, you know, like the what you'd expect from him. Very different than
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what people think of him. And also just very different as a president. A guy who just calls you or texts you out of the
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blue. Also, he makes when you te you. You have an Android, so it won't go through with you, but with my iPhone, he
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makes the text go big. >> Like, you know, USA is respected again. like [laughter]
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all caps and it makes the te the the the text enlarge is kind of ridiculous. >> Well, the the 101 Trump President Trump
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is very different. He he surprised me f first of all he's an incredibly good listener. Almost everything I've ever
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said to him, he's remembered. >> Yeah. People don't they only want to look at negative stories about him or
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negative narratives about him. You know, you can catch anybody on a bad day. Like there's a lot of things he does where I
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don't think he should do. Like I don't think he should say to a reporter rep reporter, "Quiet piggy." Like that's
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pretty ridiculous. Also objectively funny. I mean, it's unfortunate that it happened to her. I wouldn't want that to
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happen to her, but it was funny. Just ridiculous that the president does that. I wish he didn't do that. But other than
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that, like he's he's an interesting guy. Like he's a lot of different things wrapped up into one person, you know?
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You know, part of part of his charm, well, part of his genius is Yes. He says what's on his mind.
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>> Yes. >> And which is like an anti-olitician in a lot of ways.
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>> So, you know, what's on his mind is really what's on his mind, >> which
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I I do some people some people would rather be lied to. >> Yeah. But but I I like the fact that
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he's telling you what's on his mind. Um, almost every time he explains something, he says something,
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he starts with his, you could tell, his love for America, what he wants to do for America. And everything that he
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thinks through is very practical and very common sense. And, you know, it's very logical and um
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I still remember the first time I I met him and so this was I I'd never known him, never met him before. and um uh
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Secretary Lutnik called and we met right before right at the beginning of the administration. He said he told me what
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was important to President Trump that that um uh that United States manufactures on shore and that was
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really important to him because because uh it's important to national security. He wants to make sure that that the
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important critical technology of our nation is built in the United States and that we re-industrialize
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and get good at manufacturing again because it's important for jobs. >> It just seems like common sense, right?
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>> Incredible common sense. And and that was like literally the first conversation I had with Secretary Letic
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um and he was talking about how how um that he started he started our conversation with uh Jensen. This is
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Secretary Lutnik and I I just want to let you know that you're a national treasure. Uh Nvidia is a national
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treasure and whenever you need access to the president um the administration uh you call us. We're always going to be
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available to you. Literally, that was the first sentence. >> That's pretty nice.
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>> And it was completely true. every single time I called, if I needed something, I want to get something off my chest, um,
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express some concern, uh, they're always available. Incredible. It's just unfortunate we live in such a
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politically polarized society that you can't recognize good common sense things if they're coming from a person that you
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object to. And that, I think, is what's going on here. I think most people generally a as a country, you know, as a
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a giant community, which we are, it just only makes sense that we have manufacturing in America that especially
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critical technology like you're talking about. Like it's kind of insane that we buy so much technology from other
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countries. >> If United States doesn't grow, we will have no prosperity. We can't invest in
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anything domestically or otherwise. we can't fix any of our problems. If we don't have energy growth, we can't have
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industrial growth. If we don't have industrial growth, we can't have job growth. These it's as simple as that,
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>> right? >> And the fact that the fact that he came into office and the first thing that he
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said was drill baby drill. His point is we need energy growth. Without energy growth, we can have no industrial
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growth. And that was it saved it saved the AI industry. got I got to tell you flat out if not for his progrowth energy
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policy we would not be able to build factories for AI not be able to build chip
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factories we won't sure surely won't be able to build supercomputer factories none of that stuff would be possible
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without all of that construction jobs would be challenged right electrical you know electrician
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jobs all of these jobs that are now flourishing would be challenged and so I think he's got it right we need energy
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growth We want to re-industrialize the United States. We need to be back in manufacturing. Every successful person
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doesn't need to have a PhD. Every successful person doesn't have to have gone to Stanford or MIT. And I think I
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think that that that you know that sensibility is is um spot on. Now, when we're talking about technology growth
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and energy growth, there's a lot of people that go, "Oh, no. That's not what we need. We need to, you know, simplify
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our lives and get back." But the the real issue is that we're in the middle of a giant technology race. And whether
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people are aware of it or not, whether they like it or not, it's happening. And it's a really important race because
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whoever gets to whatever the event horizon of artificial intelligence is, whoever gets there
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first has massive advantages in a huge way. Do you agree with that? Well, first the
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part I I will say that we are in a technology race and we are always in a technology race. We've been in a
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technology race with somebody forever. >> Right. >> Right. Since the industrial revolution,
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we've been in a technology >> since the Manhattan project. >> Yeah.
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>> Or or you know, even going back to the discovery of energy, right? The United Kingdom was where the industrial
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revolution was, if you will, invented when they realized that they can turn steam and such into into energy into
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electricity. All of that was invented largely in Europe and the United States capitalized
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on it. We were the ones that learned from it. We industrialized it. We diffused it faster than anybody in
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Europe. They were all stuck in discussions about policy and
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jobs and disruptions. Meanwhile, the United States was forming. We just took the technology and ran with it. And so I
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I think we were always in in a bit of a technology race. World War II was a technology race. Manhattan Project was a
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technology race. We've been in the technology race ever since during the Cold War. I think we're still in a
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technology race. It is probably the single most important race. It is the technology is uh it gives you
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superpowers. you know whether it's information superpowers or energy superpowers or
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military superpowers is all founded in technology and so technology leadership is really important
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>> well the problem is if somebody else has superior technology right that's that's the issue it seems like with the AI race
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people are very nervous about it like you know Elon has famously said there was like 80% chance it's awesome 20%
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chance we're in trouble and people are worried about that 20% % rightly so. I mean that you know if you had 10 bullets
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in a a a revolver and you know you you took out eight of them and you still have tw two in there and you spin it,
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you're not going to feel real comfortable when you pull that trigger. It's terrifying,
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>> right? >> And when we're working towards this ultimate goal um of AI,
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it it just it's impossible to imagine that it wouldn't be of national security interest to get
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there first. We should The question is what's there? That's the That was the part that
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>> What is there? >> Yeah. I'm not sure. >> And I don't think anybody I don't think
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anybody really knows. >> That's crazy though. If I ask you, >> you're the head of Nvidia. If you don't
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know what's there, who knows? >> Yeah. I I think it's probably going to be much more gradual than we think. It
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won't It won't be a moment. It won't be It won't be as if um somebody arrived and nobody else has. I don't think it's
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going to be like that. I think it's going to be things that just get better and better and better and better just
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like technology does. >> So, you are rosy about the future. You're you're very optimistic about
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what's going to happen with AI. >> Obviously, will you make the best AI chips in the world?
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>> You probably better be. >> Uh h if history is a guide, um uh we were always concerned about new
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technology. Humanity has always been concerned about new technology. There are always
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somebody who's thinking there always a lot of people who are quite concerned. were quite concerned and and and so if
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if history is a guide, it is the case um that all of this concern is channeled into making the technology safer.
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And so for example, in the last several years, I would say AI technology has increased probably in the last two years
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alone, maybe a 100x. Let's just give it a number, okay? It's like a car two years ago was 100 times slower. So AI is
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100 times more capable today. Now, how did we channel that technology? How do we channel all of that power? We
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directed it to um causing the AI to be able to think, meaning that it can take a problem that we give it, break it down
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step by step. It does research before it answers. And so it grounds it on truth.
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It'll reflect on that answer. Ask itself, is this the best, you know, answer that I can give you. Am I certain
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about this answer? If it's not certain about the answer or highly confident about the answer, it'll go back and do
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more research. It might actually even use a tool because that tool provides a better solution than it could
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hallucinate itself. As a result, we took all of that computing capability and we channeled it into having it produce a
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safer result, safer answer, a more truthful answer because as you know, one of the greatest criticisms of AI in the
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beginning was that it hallucinated, >> right? >> And so if you look at the reason why
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people use AI so much today is because the amount of hallucination has reduced. You know, I use it almost I well I used
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it the whole trip over here and so so I think the the uh the the capability most people
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think about power and they think about you know maybe as an explosion power but the technology
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power most of it is channeled to towards safety. A car today is more powerful but it's safer to drive. A lot of that power
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goes towards better handling. You know, I'd rather have a Well, you have a 1000 horsepower truck. I think 500 horsepower
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is pretty good. No, I thousand's better. I think a th00and is better. >> I don't know if it's better, but it's
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definitely faster. >> Yeah. No, I think it's better. You can get out of trouble faster. Um,
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I enjoyed my 599 more than my 612. It was I think it was a better better horsepower is better. My 459 is better
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than my 430. more horsepower is better. I I think more horsepower is better. I think it's
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better handling. It's better control. In the case of in the case of technology, it's also very similar in that way, you
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know. And so if you if you look at what we're going to do with the next thousand times of performance in AI, a lot of it
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is going to be channeled towards more reflection, more research, thinking about the answer more deeply.
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So when you're defining safety, you're defining a it as accuracy, >> functionality.
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>> Functionality. Okay. >> It it does what you expect it to do. And then you take all the the the technology
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in the horsepower, you put guard rails on it, just like our cars. We've got a lot of technology in in a car today. A
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lot of it is goes towards, for example, ABS. ABS is great. And so, uh, traction control, that's fantastic. without a
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without a computer in the car, how would you do any of that, >> right?
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>> And that little computer, the computers that you have doing your traction control is more powerful than the
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computer that went to Apollo 11. And so you want that technology, channel it towards safety, channel it
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towards functionality. And so when people talk about power, the advancement of technology, often times I I I feel
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what they're thinking and what we're actually doing is very different. >> Well, what do you think they're
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thinking? Well, they're thinking somehow that this this uh this AI is being powerful and their their mind probably
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goes towards a sci-fi movie. The definition of power, you know, often times the definition definition of power
00:15:02
is military power or physical power. But in in the case of technology power when we translate all of those operations
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it's towards more refined thinking you know more reflection more planning more options
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>> I think the big fears that people have is one a big fear is military applications that's a big fear
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>> because people are very concerned that you're going to have >> AI systems that make decisions that
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maybe an ethical person wouldn't make or a moral person wouldn't make based on achieving an objective versus based on,
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you know, how it's going to look to people. >> Well, I'm I'm happy that that uh our
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military is going to use AI technology for defense and I think that that um uh Andural uh building military technology.
00:15:53
I'm happy to hear that. I'm happy to see um all these tech startups now channeling their technology capabilities
00:15:59
towards defense and military applications. I think you needed to do that.
00:16:03
>> Yeah, we had Palmer Lucky on the podcast. He was demonstrating some of the stuff I put his helmet on. And we
00:16:08
show we he showed some videos how you could see behind walls and stuff like it's nuts.
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>> And he's he's actually the perfect guy to go start that company. >> 100%. [laughter] Yeah. 100%. It's like
00:16:17
he was born for that. Yeah. He came in here with a copper jacket on. He's a freak. [clears throat] It's [laughter]
00:16:23
awesome. He's awesome. But it's also it's a you know an unusual intellect channeled into that very bizarre field
00:16:30
is what you need, you And I think it's it's uh I think I'm happy that we're making it so more socially acceptable.
00:16:38
You know, there was a time where when somebody wanted to channel their technology capability and their
00:16:43
intellect into defense technology, uh somehow they're vilified. Um but uh we need people like that. We need people
00:16:51
who enjoyed enjoy that part of uh application of technology. >> Well, people are terrified of war, you
00:16:58
know. So it depends. >> Best way to avoid it has excessive military might.
00:17:03
>> Do you think that's absolutely the best way? Not not diplomacy, not working stuff out.
00:17:08
>> All of it. >> All of it. You have to have military might in order to get people to sit down
00:17:12
with you. >> Right. Exactly. All of it. >> Otherwise, they just invade.
00:17:15
>> That's right. [laughter] Why ask for permission? >> Again, like you said, history. Go back
00:17:20
and look at history. Um, when you look at the future of AI and and you just said that no one really knows what's
00:17:27
happening, do you ever sit down and ponder scenarios? >> Like what do you what do you think is
00:17:33
like bestcase scenario for AI over the next two decades? Um
00:17:43
the best case scenario is that AI diffuses into everything that we do and uh our
00:17:54
everything's more efficient but the threat of war remains a threat of war.
00:18:02
Uh, cyber security remains a super difficult challenge. Somebody is going to try to
00:18:12
breach your security. You're going to have thousands of millions of AI agents protecting you from that threat.
00:18:22
Your technology is going to get better. Their technology is going to get better. Just like cyber security. Right now,
00:18:28
while we speak, we're being we're seeing cyber attacks all over the planet on just about every front door
00:18:35
you can imagine. And and yet you and I are sitting here
00:18:43
talking. And so the reason for that is because we know that there's a whole bunch of cyber security technology in
00:18:50
defense. And so we just have to keep amping that up, keep stepping that up. This episode is brought to you by
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00:19:47
That's a big issue with people is the the worry that technology is going to get to a point where encryption is going
00:19:53
to be obsolete. Encryption is just it's no longer going to protect data. It's no longer going to protect systems. Do you
00:19:59
anticipate that ever being an issue or do you think there's it's as the defense grows, the threat grows, the defense
00:20:06
grows, and it just keeps going on and on and on and they'll always be able to fight off any sort of intrusions?
00:20:15
>> Not forever. some intrusion will get in and then that we'll all learn from it. And you know the reason why cyber
00:20:22
security works is because of course the technology of defense is advancing very quickly. The technology offense is
00:20:29
advancing very quickly. However, the benefit of the cyber security defense is that socially the community all of our
00:20:40
companies work together as one. Most people don't realize this. There's a whole community of cyber
00:20:48
security experts. We exchange ideas. We exchange best practices. We exchange what we detect. The moment
00:20:58
something has been breached or maybe there's a loophole or whatever it is, it is shared by everybody. The patches are
00:21:05
shared with everybody. >> That's interesting. >> Yeah. Most people don't realize this.
00:21:08
>> No, I had no I had no idea. I've assumed that it would just be competitive like everything else.
00:21:13
>> We work together. Interesting. Has that always been the case? >> Uh, it surely has been the case for
00:21:18
about about 15 years. It might not have been the case long ago, but this this >> what do you think started off that
00:21:25
cooperation? >> Um, people recognizing it's a challenge and no company can stand alone.
00:21:32
>> And the same thing is going to happen with AI. I think we all have to decide work working together uh to stay out of
00:21:40
harm's way is is our best chance for defense. Then it's basically everybody against the threat.
00:21:46
>> And it also seems like you'd be way better at detecting where these threats are coming from and neutralizing them.
00:21:52
>> Exactly. Because the moment you detect it somewhere, >> you're going to find out right away.
00:21:56
>> It'll be really hard to hide. >> That's right. >> Yeah.
00:21:59
>> That's how it works. That's the reason why it's safe. That's why I'm sitting here right now instead of, you know,
00:22:03
locking everything down in video. [laughter] >> It's not only am I watching my own back,
00:22:10
I've got everybody watching my back. and I'm watching everybody else's back. >> It's a bizarre world, isn't it? When you
00:22:15
think about that cyber threat, >> this idea about cyber security is unknown to the people who are talking
00:22:21
about AI threats. They're I think when they think about AI threats and AI cyber security threats, they have to also
00:22:27
think about how we deal with it today. Now, there's no question that AI is a new technology
00:22:35
and it's a new type of software. In the end, it's software just it's a new type of software and so it's going to have
00:22:41
new capabilities but so will the defense you know where you use the same AI technology to go defend against it. So
00:22:48
you do you anticipate a time ever in the future where it's going to be impossible where there's not going to be any
00:22:56
secrets where the bottleneck between the technology that we have and the information that we have. Information is
00:23:02
just all a bunch of ones and zeros. It's out there on hard drives and the technology has more and more access to
00:23:07
that information. Is it ever going to get to a point in time where there's no way to keep a secret?
00:23:14
>> I don't think >> because it seems like that's where everything is kind of headed in a weird
00:23:17
way. >> I don't think so. I think the quantum computers were supposed to will Yeah.
00:23:21
quantum computers will make it possible will make it so that the previous quantum previous encryption technology
00:23:28
is obsolete. But that's the reason why the entire industry is working on postquantum
00:23:35
encryption technology. >> What would that look like? >> New algorithms.
00:23:40
>> But the crazy thing is when you hear about the kind of computation that quantum computing can do.
00:23:45
>> Yeah. >> And the the power that it has. Yeah. >> Where you know you're looking at
00:23:49
>> all the supercomputers in the world. It would take billions of years and it takes them a few minutes to solve these
00:23:54
equations. Like how do you make encryption for something that can do that? I'm not sure, but there's
00:23:59
[laughter] but I've got a bunch of scientists who are working on that.
00:24:02
>> Boy, I hope they [snorts] could figure it out. >> Yeah, we got a bunch of scientists who
00:24:05
are expert in that. And >> is the ultimate fear that it can't be breached that quantum computing will
00:24:10
always be able to to decrypt all other quantum computing encryption? >> I don't think that
00:24:16
>> it just gets to some point where it's like, stop playing the stupid game. We know everything.
00:24:21
>> I don't think so. >> No, >> because I I'm you know, history is
00:24:25
guide. History is a guide before AI came around. That's my worry. My worry is
00:24:30
this is a totally, you know, it's like history was one thing and then nuclear weapons kind of changed all of our
00:24:35
thoughts on war and mutually assured destruction came everybody to stop using nuclear bombs.
00:24:42
>> Yeah. >> My worry is that >> the thing is Joe is that that AI is not
00:24:46
going to it's not like we're cavemen and then all of a sudden one day AI shows up. every single day we're getting
00:24:54
better and smarter because we have AI and so we're stepping on our own AI's shoulders. So when when that whatever
00:25:01
that AI threat comes, it's a click ahead. It's not a galaxy ahead, >> you know, it's just a click ahead. And
00:25:10
so so I think I think the the the idea that somehow this AI is going to pop out of nowhere and
00:25:20
somehow think in a way that we can't even imagine thinking and do something that we can't possibly imagine I think
00:25:28
is far-fetched. And the reason for that is because we're all have we all have AIs and you know there's a whole bunch
00:25:34
of AIs being in development. we know what they are and we're using it and and so every single day we're getting we're
00:25:40
close to each other. >> But don't they do things that are very surprising?
00:25:46
>> Yeah. But so you you have an AI that does something surprising. I'm going to have an AI and my AI looks at your AI
00:25:52
and goes that's not that surprising. >> The fear for the lay person like myself is that AI becomes sentient and makes
00:25:57
its own decisions and then ultimately decides to just govern the world. do it its own way.
00:26:06
They're like, "You guys, you had a good run, but >> we're taking over now."
00:26:12
>> Yeah, but my my AI is gonna take care of me. I mean, [laughter] so that's the this is the cyber security
00:26:19
argument. >> Yes. >> Do you have an AI and it's super smart,
00:26:23
but my AI is super smart, too. And and maybe your AI. Let let's pretend let's let's pretend for a second that we
00:26:30
understand what consciousness is and we understand what sentience is and and that in fact
00:26:34
>> and we really are just pretending. >> Okay, let's just pretend for a second that we we believe that. I don't believe
00:26:39
actually I don't actually don't believe that but nonetheless we let's pretend we believe that.
00:26:42
>> So your your your AI is conscious and my AI is conscious and and let's say your AI is you know wants to I don't know do
00:26:51
something surprising. My AI is so smart that it won't it might be surprising to me, but it probably
00:26:57
won't be surprising to my AI. And so maybe my AI thinks it's surprising as well, but it's
00:27:05
so smart the moment it sees it the first time, it's not going to be a surprise the second time, just like us. And so I
00:27:11
feel like I think the idea that that only one person has [clears throat] AI and that one person's AI is compares
00:27:20
everybody else's AI is Neanderthal [snorts] is um probably unlikely. I think it's much more like cyber
00:27:28
security. >> Interesting. >> I think the fear is not that your AI is
00:27:34
going to battle with somebody else's AI. The fear is that AI is no longer going to listen to you. That's the fear is
00:27:41
that human beings won't have control over it after a certain point if it achieves sensience and then has the
00:27:47
ability to be autonomous >> that there's one AI. >> Well, they just combine.
00:27:53
>> Yeah. Becomes one AI >> that it's a life form. >> Yeah.
00:27:56
>> But that's the there's arguments about that, right? That we're dealing with some sort of synthetic biology that it's
00:28:01
not as simple as new technology that you're creating a life form. >> If it's like life form,
00:28:07
let's go along with that for a while. I think if it's like life form, as you know, all life forms don't agree. And so
00:28:14
I'm going to have to go with your life form and my life form are going to agree because my life form is going to want to
00:28:19
be the super life form. And and now that now that we have disagreeing life forms, uh we're back back again to where we
00:28:26
are. Well, they would probably cooperate with each other. It would just the reason why we don't
00:28:33
cooperate with each other is we're territorial primates. But AI wouldn't be a territorial
00:28:39
primate. It would realize the folly in that sort of thinking and it would say, "Listen, there's plenty of energy for
00:28:46
everybody. We we don't need to dominate. We don't need We're not trying to acquire resources and take over the
00:28:52
world. We're not looking to find a good breeding partner. We're just existing as a new super life form that these cute
00:29:02
monkeys created for us." Okay. Well, that would be a that would be a um a superpower with no ego,
00:29:12
>> right? And and if it has no ego, why would it have the ego to do any harm to us?
00:29:20
>> Well, I don't assume that it would do harm to us, but the the fear would be that we would no longer have control and
00:29:27
that we would no longer be the apex species on the planet. this thing that we created would now be. [laughter]
00:29:35
>> Is that funny? >> No. >> I just think it's not gonna happen.
00:29:38
>> I know you think it's not gonna happen, but >> it could, right? And here's the other
00:29:43
thing is like >> if we're racing towards could Yeah. >> And could could be the end of human
00:29:50
beings being in control of our own destiny. >> I just think it's extremely unlikely.
00:29:55
>> Yeah. >> That's what they said in the Terminator movie [laughter]
00:29:58
>> and it hasn't happened. >> No, not yet. But you guys are working towards it. Um the the thing about
00:30:04
you're saying about conscience and sensience that you don't think that AI will achieve consciousness or that the
00:30:11
question is what's the definition? >> Yeah. What's the definition of >> what is the definition to you?
00:30:16
>> Um uh consciousness um
00:30:23
uh f I guess first of all uh you need to know about your own existence. Um,
00:30:36
you have to have experience, not just knowledge and intelligence. The concept of a machine
00:30:49
having an experience. I'm not well, first of all, I don't know what defines experience, why we have
00:30:56
experiences, right? >> Yeah. and why this microphone doesn't uh and so it I think I know I well I
00:31:05
think I I I think I know what consciousness is the sense of experience the ability to know self versus
00:31:16
um uh the ability to be able to reflect know our own self the sense of ego I
00:31:25
think all of all of those human experiences uh probably is what consciousness is
00:31:35
but why it exists versus the concept of knowledge and intelligence which is what AI is defined
00:31:44
by today [clears throat] it has knowledge it has intelligence artificial intelligence we don't call it artificial
00:31:49
consciousness artificial intelligence the ability to uh perceive believe, recognize,
00:31:58
understand, um, plan, uh, perform tasks.
00:32:07
Those things are foundations of intelligence to know things, knowledge.
00:32:14
I don't, it's clearly different than consciousness. >> But consciousness is so loosely defined.
00:32:20
How can we say that? I mean, doesn't a dog have consciousness? Yeah. >> Dogs seem to be pretty conscious.
00:32:25
>> That's right. >> Yeah. So, and that's a lower level consciousness than a human being's
00:32:29
consciousness. >> I'm not sure. Yeah. Right. Well, >> the question is what lower level
00:32:34
intelligence? It's lower level intelligence, but I don't know that it's lower level consciousness.
00:32:38
>> That's a good point. Right. >> Because I believe my dogs feel as much as I feel.
00:32:42
>> Yeah. They feel a lot. Right. >> Yeah. They get attached to you. That's right. They get depressed if you're not
00:32:48
there. >> That's right. Exactly. >> There's There's definitely that.
00:32:52
>> Yeah. um the the concept of experience, >> right? >> Um but isn't AI interacting with
00:32:59
society? So, doesn't it acquire experience through that interaction? >> Um I don't think interactions is
00:33:06
experience. I think experience is uh experience is a collection of feelings. I think
00:33:15
>> you're aware of that AI um I forget which one where they gave it some false information about one of the programmers
00:33:22
having an affair with his wife just to see how it would respond to it and then when they said they were going to shut
00:33:26
it down it threatened to blackmail him and reveal his affair and it was like whoa like it's conniving like if that's
00:33:33
not learning from experience and being aware that you're about to be shut down which would imply at least some kind of
00:33:40
consciousness or you could kind defined it as consciousness if you were very loose with the term and if you imagine
00:33:47
that this is going to exponentially become more powerful. Wouldn't that ultimately lead to a different kind of
00:33:54
consciousness than we're defining from biology? Well, first of all, let's just break down what it probably did. It
00:34:01
probably read somewhere. There's probably text that that in these consequences
00:34:09
certain people did that. I could imagine a novel, >> right?
00:34:13
>> Having those words related. >> Sure. >> And so inside
00:34:18
>> it realizes it strategy for survival is >> it's just a bunch of numbers >> that it's just a bunch of numbers that
00:34:24
that in the in the collection of numbers that relates to a husband cheating on a wife. Um
00:34:33
has subsequently a bunch of numbers that relates to blackmail and such things. However, whatever the revenge was,
00:34:41
>> right? >> And so it has spewed it out. >> And so it's just like, you know, it it's
00:34:47
just as if I'm asking it to write me a poem in Shakespeare. It just whatever the words are in the world in in that
00:34:55
dimensionality, this dimensionality is all these vectors and in in multi-dimensional space. These words
00:35:04
that were in the prompt that described the affair um subsequently led to one word after another led to um you know
00:35:14
some revenge and something but it's not because it had consciousness or you know it just spewed out those words generated
00:35:20
those words >> I understand what you're saying that patterns that human beings have
00:35:25
exhibited both in literature and in real life >> that's exactly right
00:35:28
>> but it at a certain point in time one would say, "Okay, well, it couldn't do this two years ago and it couldn't do
00:35:34
this four years ago." Like when we're looking towards the future, like at what point in time when it can do everything
00:35:40
a person does, what point in time do we decide that it's conscious? If it absolutely mimics all human thinking and
00:35:48
behavior patterns, >> that doesn't make it conscious. >> It becomes in disccernible. It's it's
00:35:52
aware. It can communicate with you the exact same way a person can. Like is con is consciousness are we putting too much
00:35:59
weight on that concept because it seems like it's a version of a kind of consciousness.
00:36:04
>> It's a version of imitation. >> Imitation consciousness, right? But if it perfectly imitates it,
00:36:10
>> I still think it's a per it's an example of imitation. >> So it's like a fake Rolex when they 3D
00:36:14
print them and make them >> indestruable. The question is what's the definition consciousness?
00:36:18
>> Yeah. >> Yeah. >> That's the question. And I don't think
00:36:21
anybody's really clearly defined that. That's what get where it gets weird and that that's where the real doomsday
00:36:27
people are worried that you are creating a form of consciousness that you can't control. I believe it is possible to
00:36:35
create a machine that imitates human intelligence
00:36:43
and has the ability to understand information,
00:36:50
understand instructions, break the problem down, solve problems, and perform tasks. I
00:36:58
believe that completely. I believe that that um we could have a computer that has a vast amount of
00:37:09
knowledge. Some of it true, some of it not true. Some of it generated by humans, some of
00:37:17
it generated synthetically. And more and more of knowledge in the world will be generated synthetically going forward.
00:37:25
You know, until now the knowledge that we've we have are knowledge that we generate and we propagate and we send to
00:37:33
each other and we amplify it and we add to it and we modify it. We change it. In the future,
00:37:42
in a couple of years, maybe two or three years, 90% of the world's knowledge will likely be generated by AI.
00:37:49
>> That's crazy. >> I know. But it's just fine. >> But it's just fine.
00:37:53
>> I know. And the reason for that is this. Let me tell you why. >> Okay?
00:37:57
>> It's because um what difference does it make to me that I am learning from a textbook that was generated by a bunch
00:38:06
of people I didn't know or written by a book that you know from somebody I don't know uh to uh knowledge generated by AI
00:38:17
computers that are assimilating all of this and reynthesizing things. To me, I don't think there's a whole lot of
00:38:22
difference. We still have to we still have to fact check it. We still have to make sure that it's you know based on
00:38:28
fundamental first principles and we still have to do all of that just like we do today.
00:38:32
>> Is this taking into account the kind of AI that exists currently? And do you anticipate that just like we could have
00:38:40
never really believed that AI would be at least a person like myself would never believe AI would be as so
00:38:45
ubiquitous and so worth it. It's it's so powerful today and so important today. We never thought that 10 years ago.
00:38:52
Never thought that, >> right? >> You imagine like what are we looking at
00:38:55
10 years from now? >> I I think that if you reflect back 10 years from now, you would say the same
00:39:05
thing that we would have never believed that >> but
00:39:08
>> in a different direction, >> right? But if you if you go forward 9 years from now
00:39:15
and then ask yourself what's going to happen 10 years from now, I think it'll be quite gradual. Um, one of the things
00:39:22
that Elon said that makes me happy is he he's he believes that we're going to get to a point where it's not
00:39:31
it's not necessary for people to work and not meaning that you're going to have no purpose in life, but you will
00:39:39
have in his words universal high income because so much revenue is generated by AI that it will take away this need for
00:39:50
people to do things that they don't really enjoy doing just for money. And I think a lot of people have a problem
00:39:56
with that because their entire identity and who how they think of themselves and how they fit in the community is what
00:40:02
they do. Like this is Mike. He's an amazing mechanic. Go to Mike and Mike takes care of things. But there's going
00:40:08
to come a point in time where AI is going to be able to do all those things much better than than people do. And
00:40:14
people will just be able to receive money. But then what does Mike do? Mike is, you know, really loves being the
00:40:21
best mechanic around. You know, what does the guy who, you know, codes, what does he do when AI can code
00:40:29
infinitely faster with zero errors? Like what what happens with all those people? And that is where it gets weird. It's
00:40:37
like because we've sort of wrapped our identity as human beings around what we do for a living.
00:40:42
>> You know, when you meet someone, one of the first things you meet somebody at a party, hi Joe. What's your name? Mike.
00:40:47
What do you do? Mike and you know Mike's like, "Oh, I'm a lawyer." "Oh, what kind of law?" And you have a conversation,
00:40:52
you know, when Mike is like, "I get money from the government. I play video games."
00:40:56
>> Gets weird. >> Mhm. >> And I think um the concept sounds great
00:41:01
until you take into account human nature. And human nature is that we like to have puzzles to solve and things to
00:41:08
do and and an identity that's wrapped around our idea that we're very good at this thing that we do for a living.
00:41:16
>> Yeah. Yeah, I think um let's see, let me start with the more mundane and I'll work work backwards, okay? Work forward.
00:41:24
Uh so one of the predictions from uh Jeff Hinton who who started the whole deep learning phenomenon the deep
00:41:36
learning technology trend and uh in incredible incredible researcher uh professor at University of
00:41:44
Toronto uh he invented discovered or invented the the idea of of back propagation
00:41:51
which which uh allows the neural network to learn. And um
00:42:00
and as as as you know uh for for the audience, software historically was humans
00:42:08
applying first principles and our thinking to uh describe an algorithm that is then codified just like a recipe
00:42:19
that's codified in software. It looks just like a recipe. how to cook something looks exactly the same just in
00:42:25
a slightly different language. We call it Python or C or C++ or whatever it is. In the case of deep learning, this
00:42:35
invention of artificial intelligence, we put a structure of a whole bunch of neural networks and a whole bunch of
00:42:43
math units and we make this large structure. It's like a switchboard of little
00:42:53
u mathematical units and we connect it all together. Um, and we give it the input that
00:43:03
the software would eventually receive and we just let it randomly guess what the output is. And so we say, for
00:43:12
example, the input could be a picture of a cat. And and um one of the outputs of the
00:43:20
switchboard is where the cat signal is supposed to show up. And all of the other signals, the other one's a dog,
00:43:28
the other one's an elephant, the other one's a tiger. And all of the other signals are
00:43:33
supposed to be zero when I show it a cat. And the one that is a cat should be one.
00:43:40
And I show at a cat through this big huge network of switchboards and math units and they're just doing multiply
00:43:49
and adds multiplies and ads. Okay? And and uh and this thing, this switchboard is gigantic.
00:43:58
The more information you're going to give it, the more the bigger this switchboard has to be. And what Jeff
00:44:03
Hinton discovered was a invented was a way for you to guess that put the cat signal in put the
00:44:11
cat image in and that cat image you know could be a million numbers because it's you know a megapixel image for example
00:44:20
and it's just a whole a whole bunch of numbers and somehow from those numbers it has to light up the cat signal. Okay,
00:44:29
that's the bottom line. And if it the first time you do it, it just comes up with garbage. And so it says the right
00:44:39
answer is cat. And so you need to increase this signal and decrease all of the other and back propagates the
00:44:48
outcome through the entire network. And then you show another. Now it's an image of a dog and it guesses it takes a swing
00:44:58
at it and it comes up with a bunch of garbage and you say no no no the answer is this is a dog I want you to produce
00:45:05
dog and all of the other switch all the other outputs have to be zero and I want to back propagate that and just do it
00:45:14
over and over and over again. It's just like uh showing a a kid this is an apple, this is a dog, this is a cat. And
00:45:20
you just keep showing it to them until they eventually get it. Okay. Well, anyways, that big invention is deep
00:45:26
learning. That's the foundation of artificial intelligence, a piece of software
00:45:33
that learns from examples. That's basically we machine learning, a machine that learns. Uh and so so one of the the
00:45:42
big first applications was image recognition and
00:45:48
one of the most important image recognition applications is radiology. >> And so so uh uh he predicted uh about 5
00:45:59
years ago that in five years time the world won't need any radiologists because AI would have swept the whole
00:46:06
field. Well, it turns out AI has swept the whole field. That is completely true.
00:46:13
Today, just about every radiologist is using AI in some way. And what's ironic though, what's what's interesting is
00:46:22
that the number of radiologist has actually grown. And so the question is why? That's kind
00:46:30
of interesting, right? >> It is. And so the prediction was in fact that
00:46:36
30 million radiologists will be wiped out. But as it turns out, we needed more. And
00:46:42
the reason for that [clears throat and cough] is because the purpose of a radiologist
00:46:47
is to diagnose disease, not to study the image. This the image studying is simply a task to in service
00:46:57
of diagnosing the disease. And so now the fact that you could study the images more quickly and more precisely
00:47:07
without ever making a mistake and never gets tired. You could study more images. You could
00:47:13
study it in 3D form instead of 2D because you know the AI doesn't care whether it studies
00:47:20
images in 3D or 2D. You could study it in 4D. And so the now you could study images in a way that radiologist
00:47:28
radiologists can't easily do and you could study a lot more of it. And so the number of tests that people are able to
00:47:35
do increases and because they're able to serve more patients, the hospital does better. They have more clients, more
00:47:44
patients. As a result, they have better economics. When they have better economics, they hire more radiologists
00:47:50
because their purpose is not to study the images. their purpose is to diagnose disease. And so the question is the what
00:47:58
I'm leading up to is ultimately what is the purpose? What is the purpose of the lawyer? And has the purpose changed?
00:48:07
What is the purpose? You know, one of the examples that I gave is is um that I would give is for example uh if my car
00:48:15
became self-driving will all chauffeers be out of jobs? The answer probably is not because for some
00:48:22
per for some chauffeers they for some people who are driving you they could be protectors some people um they're part
00:48:29
of the experience part of the service so when you get there they you know they could take care of things for you and so
00:48:35
for a lot of different reasons not all chauffeers would lose their jobs some chauffeers would lose their jobs and uh
00:48:42
many chauffeers would change their jobs and the type of applications of autonomous vehicles will probably
00:48:49
increase you know the usage of the technology within find new homes and so I I think you have to go back to what is
00:48:56
the purpose of a job you know like for example if AI comes along I actually don't believe I'm going to lose my job
00:49:01
because my purpose isn't to I have to look at a lot of documents I study a lot of emails I look at a bunch of diagrams
00:49:11
you know um the question is what is the job and and uh the purpose of somebody probably hasn't changed a lawyer for
00:49:19
example help people that probably hasn't changed studying legal documents generating documents it's part of the
00:49:26
job not the job >> but don't you think there's many jobs that AI will replace
00:49:31
>> if your job is automation >> yeah if your job is the task >> right so automation
00:49:36
>> yeah factor if your job is the task >> that's a lot of people >> it could be a lot of people but it'll
00:49:42
probably generate like for example >> uh let's say we let's say I'm super excited about the the the robots Elon's
00:49:50
working on. It's still a few years away. When it happens, when it happens,
00:49:58
um there's a whole new industry of technicians and people who have to
00:50:05
manufacture the robots, right? >> Mhm. >> And so that that job never existed. And
00:50:10
so you're going to have a whole industry of people taking care of like for example, you know, all the mechanics and
00:50:17
all the people who are building things for cars, supercharging cars, uh that didn't exist before cars and now we're
00:50:24
going to have robots. You're going to have robot apparel. So a whole industry of [laughter] Right. Isn't that right?
00:50:30
Because I want my robot to look different than your robot. >> Oh god.
00:50:33
>> And so [laughter] you're going to you're going to have a whole, you know, apparel industry for robots. You're going to
00:50:38
have mechanics for robots and you have you know people who comes and maintain your robots
00:50:43
>> automated though. >> No, >> you don't think so? You don't think
00:50:45
[clears throat] they'll be all done by other robots >> eventually? And then there'll be
00:50:49
something else. >> So you think ultimately people just adapt except if you are the task
00:50:56
>> which is a large percentage of the workforce. >> If your job is just to chop vegetables,
00:51:01
quezin art is going to replace you. >> Yeah. So people have to find meaning in other things. Your job has to be more
00:51:07
than the task. >> What do you think about Elon's belief that this universal basic income thing
00:51:13
will eventually become necessary? >> Many people think that. Andrew Yang thinks that
00:51:21
>> he was one of the first people to sort of sound that alarm during the the 2020 election.
00:51:30
Yeah, I I guess um yeah, both ideas probably won't exist at the same time and and um as in life,
00:51:40
things will probably be in the middle. One idea, of course, is that there'll be so much abundance of resource that
00:51:47
nobody needs a job and we'll all be wealthy. On the other hand, um we're going to
00:51:54
need universal basic income. Both ideas don't exist at the same time, >> right?
00:52:00
>> And so we're either going to be all wealthy or we're going to be all >> How could everybody be wealthy though?
00:52:05
But >> because scenario wealthy not because you have a lot of dollars, wealthy because
00:52:09
there's a lot of abundance. Like for example, today we are wealthy of information.
00:52:16
You know, this is some a concept several thousand years ago only a few people have. And so, uh, today we have wealth
00:52:23
of a whole bunch of things, resources that that historic point. Yeah. And so, we're going to have wealth of resources,
00:52:29
things that we think are valuable today that in the future are just not not that valuable, you know, and so it because
00:52:36
it's automated. And so I think I think the question maybe maybe partly it's hard to answer
00:52:45
partly because it's hard to talk about infinity and it's hard to talk about a long time from
00:52:51
now and and the reason for that is because there's just too many scenarios to to
00:52:59
consider. But I think it I think in the next several years, call it 5 to 10 years,
00:53:06
there are several things that I I believe in hope. Um, and I say hope because I'm not sure. One of the things
00:53:13
that I believe is that the technology divide will be substantially collapsed. And of course the alternative
00:53:26
viewpoint is that AI is going to increase the technology divide. Now the reason why I believe AI is going
00:53:34
to reduce the technology divide. I is because we have proof the evidence is that AI is the easiest
00:53:43
application in the world to use. Chat GPT has grown to almost a billion users frankly practically overnight. And if
00:53:51
you're not exactly sure how to use, everybody knows how to use chatpt. Just say something to it. If you're not sure
00:53:56
how to use chatpt, you ask chatd how to use it. No tool in history has ever had this capability. A quez an art, you
00:54:06
know, if you don't know how to use it, you're kind of screwed. You're going to walk up to it and say, "How do you use a
00:54:10
quezin art?" You're going to have to find somebody else. And so, but an AI will just tell you exactly how to do it.
00:54:16
Anybody could do this. It'll speak to you in any language. And if it doesn't know your language, you'll speak it in
00:54:22
that language and it'll probably figure out that it doesn't completely understand your language. Go learns it
00:54:28
instantly and comes back and talk to you. And so I think the the technology divide has a real chance finally that
00:54:35
you don't have to speak Python or C++ or forran. You can just speak human and whatever form of human you like. And so
00:54:43
I think that that has a real chance of closing the technology divine. Now, of course, the counternarrative would say
00:54:51
that AI is only going to be available for the nations and the countries that have a
00:55:00
vast amount of resources because AI takes energy and AI takes um a lot of GPUs and
00:55:08
factories to be able to produce the AI. No doubt at the scale that we would like to do in the United States. But the fact
00:55:15
of the matter is your phone's going to run AI just fine all by itself, you know, in a few years. Today, it already
00:55:23
does it fairly decently. And so the the the fact that every every country, every nation, every every society will have
00:55:32
the benefit of very good AI. It might not be tomorrow's AI. It might be yesterday's AI, but yesterday's AI is
00:55:39
freaking amazing. You know, in 10 years time, 9year-old AI is going to be amazing. You don't need, you know, 10
00:55:45
year old AI. You don't need frontier AI like we need frontier AI because we want to be the world leader. But for every
00:55:52
single country, everybody, I think the ele the capability to elevate everybody's knowledge and capability and
00:55:58
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resources, see dkg.co/audio. Limited time offer. >> And also energy production, which is the
00:57:22
real bottleneck when it comes to third world countries and >> that's right,
00:57:26
>> electricity and all all the resources that we take for granted. >> Almost everything is going to be energy
00:57:32
constrained. And so if you take a look at um one of the most important technology
00:57:39
advances in history is this idea called Moore's law. Moore's law was the started basically in my
00:57:48
generation and my generation is the generation of computers. I graduated in 1984 and that
00:57:56
was basically at the very beginning of the PC revolution. And the microprocessor and and um
00:58:06
every single year it approximately doubled and we describe it as every single year
00:58:12
we double the performance. But what it really means is that every single year the cost of computing halfed.
00:58:20
And so the cost of computing in the course of five years reduced by a factor of 10. The amount of energy necessary to
00:58:31
do computing to do any task reduced by a factor of 10. Every single 10 years 100 a th00and 10,000
00:58:41
100,000 so on and so forth. And so each one of the clicks of Moore's law, the amount of
00:58:49
energy necessary to do any computing reduced. That's the reason why you have a laptop today when back in 1984 sat on
00:58:57
the desk, you got to plug in, it wasn't that fast and it consumed a lot of power. Today, you know, it is only a few
00:59:03
watts. And so Moore's law is the fundamental technology, the fundamental technology trend that made it possible.
00:59:10
Well, what's going on in AI? The reason why Nvidia is here is because in we invented this new way of doing
00:59:16
computing. We call it accelerated computing. We started it 33 years ago. Took us about 30 years to really made a
00:59:22
huge breakthrough. In that in that 30 years or so we took computing you know probably a
00:59:31
factor of well let me just say in last 10 years the last 10 years we improved the performance of computing by 100,000
00:59:40
times. Whoa. Imagine a car over the course of 10 years that became a 100,000 times
00:59:46
faster or at the same speed 100,000 times cheaper or at the same speed 100,000 times less energy. If your car
00:59:57
did that, it doesn't need energy at all. What I mean what what I'm trying to say is that in 10 years time the amount of
01:00:06
energy necessary for artificial intelligence for most people will be minuscule
01:00:12
utterly minuscule and so we'll have AI running in all kinds of things and all the time because it doesn't consume that
01:00:18
much energy and so if you're a nation that uses AI for you know almost everything in your social fabric of
01:00:26
course you're going to need these AI factories but for a lot of countries I think you're going You're going to have
01:00:30
excellent AI and you're not going to need as much energy. Everybody will be able to come along is my point.
01:00:36
>> So currently that that is a big bottleneck, right? Is energy. >> Yeah, it is the bottleneck.
01:00:41
>> The bottleneck is this. So was it Google that is making nuclear power plants to operate one of its AI factories?
01:00:50
>> Oh, I haven't heard that. But I think in the next six, seven years, I think you're going to see a whole bunch of
01:00:55
small nuclear reactors. >> And by small, like how big are you talking about? Hundreds of megawws.
01:01:00
Yeah. >> Okay. And that these will be local to whatever specific company they have.
01:01:06
>> That's right. Will all be power generators. >> Whoa.
01:01:09
>> You know, just like just like your you know, somebody's farm. >> It probably is the smartest way to do
01:01:15
it, right? >> And it takes the burden off Yeah. takes the burden off the grid. It takes and
01:01:20
you could build as much as you need >> and you can contribute back to the grid. It's a really important point that I
01:01:25
think you just made about Moore's law and the relationship to pricing because you know a laptop today like you can get
01:01:32
one of those little Mac MacBook Airs. They're incredible. They're so thin, unbelievably powerful. Battery life is
01:01:38
charge it. >> Yeah. Battery [laughter] life's crazy. And uh it's not that expensive
01:01:43
relatively speaking. Like something like that. >> I remember.
01:01:45
>> And that's just Moore's law, right? >> Then there's the Nvidia law. >> Oh,
01:01:49
>> just right. the the the law I was talking to you about, the computing that we invented,
01:01:54
>> right? >> The reason why we're here, this new this new way of doing computing
01:01:59
>> is like Mo's law on energy drinks. I mean, it's [laughter] it's like Mo's law
01:02:07
it's it's like Yeah. Moore's law and Joe Rogan. >> Wow. That's interesting.
01:02:12
>> Yeah. That's us. >> So, explain that. Um this this chip that you brought to Elon, what what's the
01:02:18
significance of this? It's like why is it so superior? And so in 2012, Jeff Hinton's lab, this
01:02:26
gentleman I was talking talking about, um Ilas Suscober, Alex Kresevski, um they made a breakthrough in computer
01:02:37
vision in literally creating a piece of software called Alexnet.
01:02:47
And its job was to recognize images. And it recognized images at a c at a level computer vision which
01:02:55
is fundamental to intelligence. If you can't perceive, you can't it's hard to have intelligence. And so computer
01:03:01
vision is a fundamental pillar of not the only but fundamental pillar of. And so breaking
01:03:07
computer vision or breaking through in computer vision is pretty foundational to almost everything that everybody
01:03:13
wants to do in AI. And so in 2012, their lab in Toronto uh made this made this breakthrough
01:03:23
called Alexnet. And Alexet was able to recognize images so much better than any human created
01:03:33
computer vision algorithm in the 30 years prior. So all of these people, all these scientists and we had many too
01:03:42
working on computer vision algorithms and these two kids, Ilia and Alex under the the uh
01:03:51
under under uh Jeff Hinton took a giant leap above it and it was based on this thing called Alexet this neural network.
01:04:01
And the way it ran, the way they they made it work was literally buying two Nvidia graphics
01:04:08
cards because Nvidia Nvidia's GPUs we've been working on this new way of doing
01:04:14
computing and our GPUs application and it's basically a supercomputing application to back in 1984
01:04:25
in order to process computer games and what you have in your racing simulator that is called
01:04:34
an image generator supercomputer. And so Nvidia started our first application was computer graphics and we
01:04:43
applied this new way of doing computing where we do things in parallel in instead of sequentially. A CPU does
01:04:50
things sequentially. Step one, step two, step three. In our case, we break the problem down and we give it to thousands
01:04:58
of processors. And so our way of doing computation is much more complicated.
01:05:08
But if you're able to formulate the problem in the way that we created called CUDA, this is the
01:05:16
invention of our company. If you could formulate it in that way, we could process everything simultaneously.
01:05:23
Now, in the case of computer graphics, it's easier to do because every single pixel on your screen is not related to
01:05:31
every other pixel. And so, I could render multiple parts of the screen at the same time. Not not completely true
01:05:39
because, you know, maybe maybe the way lighting works or the way shadow works, there's a lot of dependency and and
01:05:44
such. But computer graphics with all the dis with all the pixels, I should be able to process everything
01:05:51
simultaneously. And so we we took this embarrassingly parallel problem called computer graphics and we applied
01:05:58
it to this new way of doing computing. Nvidia's Nvidia's accelerated computing. We put it in all of our graphics cards.
01:06:08
Kids were buying it to play games. We're you probably don't know this, but we're the largest gaming platform in the world
01:06:15
today. >> Oh, I know that. Oh, >> okay.
01:06:16
>> I used to make my own computers. I used to buy your graphics cards. >> Oh, that's super cool.
01:06:20
>> Yeah. [laughter] set up SLI with two graphics cards. >> Yeah, I love it. Okay, that's super
01:06:24
cool. >> Oh, yeah, man. I used to be a Quake junkie.
01:06:26
>> Oh, that's cool. >> Yeah. >> Okay, so SLI, I'll tell you the story in
01:06:30
just a second and how it led to Elon. I'm still answering the question. And so, anyways, these these two kids
01:06:38
trained this model using the technique I described earlier on our GPUs because our GPUs could process things in
01:06:44
parallel. It's essentially a supercomput in a PC. The reason why you used it for Quake is because it is the first
01:06:54
consumer supercomputer. Okay. And so anyways, they made that breakthrough. We were
01:07:00
working on computer vision at the time. It caught my attention and so we went to learn about it.
01:07:08
Simultaneously this deep learning phenomenon was happening all over all over the country. Universities after
01:07:14
another recognized the importance of deep learning and all of this work was happening at Stanford, at Harvard, at
01:07:21
Berkeley, just all over the place. New York University, L Yan Lakun, Andrew Yang at Stanford, so many different
01:07:29
places. And I see it cropping up everywhere. And so my curiosity asked, you know,
01:07:38
what is so special about this form of machine learning? And we've known about machine learning for a very long time.
01:07:43
We've known about AI for a very long time. We've known about neural networks for a very long time. What makes now the
01:07:50
moment? And so we realized that this architecture for deep neural networks back propagation the way deep neuronet
01:07:59
networks were created. We could probably scale this problem, scale the solution to solve many problems.
01:08:08
that is essentially a universal function approximator. Okay? Meaning meaning you know back when
01:08:16
you're in in in school you have a you have a you have a box inside of it is a function you give it an input it gives
01:08:23
you an output and and the the reason why I call it universal function approximator
01:08:29
is that this computer instead of you describing the function a function could be a new equation fals ma that's a
01:08:37
function you write the function in software you give it input f mass acceleration, it'll tell you the force.
01:08:45
Okay? And the way this computer works is really interesting.
01:08:52
You give it a universal function. It's not fals, just a universal function. It's a big huge deep neural network
01:09:01
and instead of describing the inside, you give it examples of input and output and it figures out the inside.
01:09:11
So you give it input and output and it figures out the inside. A universal function approximator. Today it could be
01:09:17
Newton's equation. Tomorrow it could be Maxwell's equation. It could be Kulum's law. It could be thermodynamics
01:09:24
equation. It could be you know Shingers's equation for quantum physics. And so you could put any you could have
01:09:30
this describe almost anything so long as you have the input and the output. So long as you have the input and the
01:09:37
output or it could learn the input and output. >> And so we took a step back and we said,
01:09:42
"Hang on a second. This isn't just for computer vision. Deep learning could solve any problem.
01:09:50
All the problems that are interesting so long as we have input and output. Now what has input and output?
01:09:58
Well, the world. The world has input and output. And so we could have a computer that could learn almost anything.
01:10:05
Machine learning, artificial intelligence. And so we reasoned that maybe this is the fundamental
01:10:11
breakthrough that we needed. There were a couple of things that had to be solved. For example, we had to believe
01:10:17
that you could actually scale this up to giant systems. It was running in a they had two graphics cards, two GTX 580s,
01:10:26
[laughter] which by the way is exactly your SLI configuration. Yeah. Okay. So, that GTX
01:10:34
5880 SLI was the revolutionary computer that put deep learning on the map. >> Wow.
01:10:41
>> It was 2018 and you were using it to play Quake. >> Wow. That's crazy.
01:10:46
>> That was the moment. That was the big bang of modern AI. We were lucky because we were inventing this technology, this
01:10:54
computing approach. We were lucky that they found it. Turns out they were gamers and it was
01:11:00
lucky they found it. And it it was lucky that we paid attention to that moment. It was a little bit like, you know, that
01:11:10
Star Trek, you know, first contact. The Vulcans had to have seen the warp
01:11:18
drive at that very moment. If they didn't witness the warp drive, you know, they would have never come to Earth and
01:11:26
everything would have never happened. It's a little bit like if I hadn't paid attention to that moment, that flash.
01:11:31
And that flash didn't last long. If I hadn't paid attention to that flash or our company didn't pay attention to it,
01:11:38
who knows what would have happened, but we saw that and we reasoned our way into this is a this is a universal function
01:11:44
approximator. This is not just a computer vision approximator. We could use this for all kinds of things. if we
01:11:50
could solve two problems. The first problem is that we have to prove to oursel it could scale. The second
01:11:56
problem we had to wait for I guess contribute to and wait for is
01:12:08
the world will never have enough data on input and output where we could supervise
01:12:16
the AI to learn everything. For example, if we have to supervise our children on everything they learn, the amount of
01:12:24
information they could learn is limited. We needed the AI, we needed the computer to have a method of learning without
01:12:31
supervision. And that's where we had to wait a few more years, but un unsupervised
01:12:38
AI learning is now here. And so the AI could learn by itself. And and the reason why the AI could learn by itself
01:12:45
is because we have many examples of right answers. Like for example, if I want to learn uh if I want to teach
01:12:54
an AI how to predict the next word, I could just grab it, grab a whole bunch of text we already have, mask out the
01:13:01
last word and make it try and try and try again until it predicts the next one. or I mask out random words inside
01:13:09
inside the text and I make it try and try and try until it predicts it. You know, like uh Mary uh Mary goes down to
01:13:17
the bank. Is it a river bank or a money bank? Well, if you're going to go down to the bank, it's probably a river bank.
01:13:25
Okay. So, and it it it might not be obvious even from that. It might need and
01:13:32
uh and uh and caught a fish. Okay. Now you know it's must be the riverbank. And so so you give you give these AIs a
01:13:41
whole bunch of these examples and you mask out the words, it'll predict the next one. Okay? And so unsupervised
01:13:47
learning came along. These two ideas, the fact that it's scalable and unsupervised learning came along.
01:13:53
We were convinced that we ought to put everything into this and help create this industry because we're going to
01:14:00
solve a whole bunch of interesting problems. And that was in 2012. By 2016, I had I had built this computer called
01:14:08
the DGX1. The one that you saw me give to Elon is called DGX Spark. The DGX1 was $300,000.
01:14:20
It cost Nvidia a few billion dollars to make the first one. And instead of two chips SLI,
01:14:30
we connected eight chips with a technology called MVLink, but it's basically SLI supercharged.
01:14:38
Okay. >> Okay. >> And so we connected eight of these chips
01:14:40
together instead of just two. And all of them work together just like your Quake rig did to solve this deep learning
01:14:49
problem to train this model. And so I create we created this thing. I announced it at GTC
01:14:56
and at one of our annual annual events and I described this deep learning thing, computer vision thing and this
01:15:05
computer called DJX1. The audience was like completely silent. They had no idea what I was talking
01:15:11
about. [laughter] And I was lucky because I I had known Elon and uh uh I helped him build the
01:15:21
first computer for Model 3 uh uh the Model S. And uh and when he wanted to start working on autonomous
01:15:29
vehicle, I helped him build the computer that went into the the Model S AV system, his full full self-driving
01:15:36
system. We were basically the FSD computer version one. And so we we're already working together and um
01:15:47
when I announced this thing, nobody in the world wanted it. I had no purchase orders. Not not one. Nobody wanted to
01:15:54
buy it. Nobody wanted to be part of it except for Elon. He goes, he was at the event and we were doing a fireside chat
01:16:02
about the future of self-driving cars. I think it's like 2016. Yeah, 20 maybe at that time it was 2015. and he goes,
01:16:12
"You know what? I have a company that could really use this."
01:16:17
I said, "Wow, my first customer." And so, so I was pretty excited about it. And he goes, "Uh, yeah. Uh, we have this
01:16:26
company. It's a nonprofit company." And all the blood drained out of my face. Yeah. [laughter]
01:16:34
I just spent a few billion dollars building this thing. Cost $300,000. and you know the chances of a nonprofit
01:16:43
being able to pay for this thing is approximately zero. And he goes, you know, this is a it's an AI company and
01:16:48
uh it's a nonprofit and and uh we could really use one of these supercomputers. And so I I picked it up. I built the
01:16:57
first one for ourselves. We're using it inside the company. I boxed one up. I drove it up to San Francisco and I
01:17:02
delivered to Elon in 2016. A bunch of researchers were were there. Peter Beiel was there, Ilia was there,
01:17:10
and there was a bunch of people there. And uh I walk up to the second floor where they were all kind of in a room
01:17:17
this smaller than your place here. And and uh uh that place turned out to have been open AI
01:17:25
>> 2016. >> Wow. >> Just a bunch of people sitting in a
01:17:29
room. >> It's not really uh nonprofit anymore, though, is it?
01:17:33
>> They're not They're not nonprofit anymore. Yeah. >> Weird how that works.
01:17:36
>> Yeah. Yeah. But anyhow, anyhow, Elon was there. The Yeah, it was it was really a great great moment.
01:17:42
>> Oh, yeah. There you go. Yeah, that's it. [laughter] >> Look at you, bro. Same jacket.
01:17:48
>> Look at that. I haven't aged. >> Not not a lick of black hair, though. >> Uh the size of it is uh it's
01:17:56
significantly smaller. That was the other day. SpaceX. >> Oh, yeah. There you go.
01:18:00
>> Yeah. Look at the difference. >> Exactly the same industrial design. He's holding it in his hand
01:18:06
>> here. Here's the amazing thing. DJX1 was one pedlops. Okay, that's a lot of flops. And DJX Spark is one pedlops.
01:18:20
Nine years later. >> Wow. >> The same the same amount of computing
01:18:25
horsepower >> in a much smaller >> shrunken down. Yeah.
01:18:28
>> And instead of $300,000, it's now $4,000. And it's the size of a small book.
01:18:34
>> Incredible. >> Crazy. >> That's how technology moves. Anyways,
01:18:38
that's the reason why I wanted to get give him the first one >> because I gave him the first one 2016.
01:18:43
>> It's so fascinating. I mean you if you wanted to make a story for a film I mean that would be the story that like what
01:18:52
what better scenario if if if it really does become a digital life form how funny would it be that it is birthed out
01:19:00
of the desire for computer graphics for video games [laughter] >> exactly
01:19:06
>> kind of cra it's kind of crazy >> kind of crazy when you think about it that way
01:19:10
>> because it's just >> perfect origin
01:19:14
Computer graphics was one of the hardest computer supercomputer problems generating reality
01:19:22
>> and also one of the most profitable to solve because computer games are so popular.
01:19:28
>> When Nvidia started in 1993, we were trying to create this new computing approach. The question is
01:19:35
what's the killer app? And the the problem we wanted to the the
01:19:43
company wanted to create a new type of computing pro a computing architecture a computing a a new type of computer that
01:19:51
can solve problems that normal computers can't solve. Well,
01:19:58
the applications that existed in the industry in 1993 are applications that normal computers
01:20:05
can solve because if the normal computers can't solve them, why would the application exist?
01:20:11
And so, we had a mission statement for a company that has no chance of success. [laughter]
01:20:21
But I didn't know that in 1993. It just sounded like a good idea, >> right?
01:20:27
And so if we created this thing that can solve problems, you know, it's like you actually have to go create the
01:20:35
problem. And so that's what we did in 1993. There was no quake. John Carmarmac hadn't been
01:20:43
reduced doom released Doom yet. You probably remember that. >> Sure. Yeah.
01:20:49
>> And and uh there were no applications for it. And so I went to Japan because the arcade industry had this at the time
01:20:59
of Sega, if you remember. >> Sure. >> The arcade machines, they came out with
01:21:03
3D arcade systems, virtual fighter, Daytona, Virtual Cop, all of those arcade games were in 3D for the f very
01:21:14
first time. And the technology they were using was from Martin Marietta, the flight simulators. They took the guts
01:21:22
out of a flight simulator and put it into an arcade machine. The system that you have over here, it's got to be a
01:21:31
million times more powerful than that arcade machine. And that was a flight simulator for NASA. Whoa. And so they
01:21:39
took the guts out of that. They were they were using it for flight simulation for jets and, you know, space shuttle
01:21:46
and and they took the guts out of that. and Sega uh had this brilliant computer de developer. His name was Yuzuki.
01:21:56
Yuzuki and Miiamoto. Sega and Nintendo. These were the, you know, the incredible pioneers, the visionaries, the
01:22:06
incredible artists, and they're both very, very technical. They were the origins really of of the
01:22:14
gaming industry. and Y Suzuki pioneered 3D graphics gaming and um so I went we we created this company and
01:22:25
there were no apps and we were spending all of our afternoons you know we told our family
01:22:31
we were going to work but it was just the three of us you know who's going to know and so we went to Curtis's my one
01:22:38
of one of the founders went to Curtis's townhouse and uh Chris and I were married we have kids I already had
01:22:44
Spencer at Madison. They were probably 2 years old. And um and uh Chris's kids are about the same
01:22:52
age as ours. And we would go to work in this townhouse. But you know, when you're a startup and the mission
01:23:00
statement is the way we described, you're not going to have too many customers calling you. And so we had
01:23:06
really nothing to do. And so after lunch, we would always have a great lunch. After lunch, we would go to the
01:23:13
arcades and play the Sega V, you know, the Sega Virtual Fighter and Daytona and all those games and analyze how they're
01:23:20
doing it, trying to figure out how they they were doing that. And so we decided, um, let's just go to
01:23:27
Japan and let's convince Sega to move those applications into the PC.
01:23:35
and we would start the PC gaming the 3D gaming industry partnering with Sega. That's how Nvidia started.
01:23:43
>> Wow. >> And so so uh in exchange for them part developing their games for our computers
01:23:52
in the PC, we would build a chip for their game console. That was the partnership. I build a chip for your
01:24:01
game console. you port the Sega games to us and um and then they paid us a you know at the
01:24:09
time a quite a significant amount of money to build that game console and that was kind of the beginning of
01:24:18
Nvidia getting started and we thought we were on our way and so so I started with a business plan a mission statement that
01:24:25
was impossible we lucked into the Sega partnership we started taking off started building our game console. And
01:24:33
about a couple years into it, we discovered our first technology didn't work.
01:24:40
It was it it would have been a flaw. It it was a flaw. And all of the technology ideas that we had
01:24:47
the architecture concepts were were sound, but the way we were doing computer graphics was exactly backwards.
01:24:55
you know, instead of I won't bore you with the technology, but instead of inverse texture mapping,
01:25:01
we were doing forward texture mapping. Instead of triangles, we did curved surfaces. So, other people did it flat,
01:25:10
we did it round. Um, other technology, the technology that ultimately won, the technology we use
01:25:18
today has has Zbuffers. It automatically sorted. We had an architecture with no Zbuffers.
01:25:25
The application had to sort it. And so we chose a bunch of technology approaches
01:25:30
that three major technology choices. All three choices were wrong. Okay. So this
01:25:36
is how incredibly smart we were. And so [laughter] and so in 1995 19 early mid95
01:25:44
we realized we were going down the wrong path. Meanwhile, the Silicon Valley was packed with 3D
01:25:52
graphics startups because it was the most exciting technology of that time. And so 3D FX and rendition and Silicon
01:26:01
Graphics was coming in. Intel was already in there and you know gosh like what added up eventually to a hundred
01:26:08
different startups we had to compete against. Everybody had chosen the right technology approach and we chose the
01:26:15
wrong one. And so we were the first company to start. We found ourselves essentially dead last with the wrong
01:26:22
answer. And so the company was in trouble
01:26:30
and um ultimately we had to make several decisions. The first decision is
01:26:38
well if we change now we will be the last company.
01:26:49
And even if we changed into the technology that we believe to be right, we'd still
01:26:57
be dead. And so that argument, you know, do we change and therefore be dead?
01:27:05
Don't change and make this technology work somehow or go do something completely different.
01:27:13
That question stirred the company strategically and was a hard question. I eventually, you know, advocated for we
01:27:22
don't know what the right strategy is, but we know what the wrong technology is. So, let's stop doing it the wrong
01:27:27
way and let's give ourselves a chance to go figure out what the strategy is. The second thing, the second problem we had
01:27:34
was our company was running out of money and I had I was in a contract with Sega and I owed them this game console
01:27:43
and if that contract would have been cancelled, we'd be dead. We would have vaporized instantly.
01:27:52
And so so uh uh I went to Japan and I explained to uh the CEO of Sega, Erie Madri, really great man. He was the
01:28:04
former CEO of Honda USA. Went back to Sega to run Sega. Went back to Japan to run Sega. And I explained to him that I
01:28:15
was uh I guess I was what 30 33 years old. you know, when I was 33 years old, I
01:28:22
still had acne. And I got this this, you know, Chinese kid. I was super skinny. And he he was already kind of elder.
01:28:34
And uh I went to him and I said I said, "Listen, I've got some bad news for you." And and
01:28:42
first, the technology that we promised you doesn't work. And second,
01:28:55
we shouldn't finish your contract because we'd waste all your money and you would have something that doesn't
01:29:02
work. And I recommend you find another partner to build your game console. >> Whoa.
01:29:08
>> And so I'm terribly sorry that we've set you back in your product roadmap. And third,
01:29:19
even though you're going to I'm asking you to let me out of the contract, I still need the money
01:29:27
because if you didn't give me the money, we'd vaporize overnight. And so
01:29:37
I explained it to him humbly, honestly. I gave him the background. explain to him why the technology
01:29:45
doesn't work, why we thought it was going to work, why it doesn't work. And um and I asked him
01:29:55
to uh convert the last $5 million that they were to complete the contract to give us
01:30:05
that money as an investment instead. and he said,
01:30:14
"But it's very likely your company will go out of business, even with my investment."
01:30:21
And it was completely true. Back then, 1995, $5 million was a lot of money. It's a lot of money today. $5 million
01:30:29
was a lot of money. And here's a pile of competitors doing it right. What are the chances that giving Nvidia $5 million
01:30:38
that we would develop the right strategy that he would get a return on that $5 million or even get it back? 0%.
01:30:45
You do the math. It's 0%. If I were sitting there right there, I wouldn't have done it.
01:30:53
$5 million was a mountain of money to Sega at the time. And so
01:30:59
I told him that that that um uh if you invested that $5 million in us,
01:31:08
it is most likely to be lost. But if you didn't invest that money, we'd be out of business and we would
01:31:16
have no chance. And I I told him that I I don't even know exactly what I said in
01:31:26
the end, but I told him that I would understand if he decided not to, but it would make the
01:31:35
world to me if he did. He went off and thought about it for a couple days and came back and said, "We'll do it."
01:31:41
>> Wow. strategy to how to correct what it was doing wrong. Did you explain that to
01:31:49
him? >> Wait, oh man, wait until I tell you the rest of it's scarier. Even scarier.
01:31:54
>> Oh no. [laughter] >> And so so um so what he what he decided was was uh
01:32:07
Jensen was a young man he liked. That's it. >> Wow. to this day.
01:32:13
>> That's nuts. >> I was >> Boy, do you owe what the world owes that
01:32:17
guy. >> No doubt, >> right?
01:32:21
>> Well, he's he c he's he celebrated today in Japan. >> And if he would have kept that five
01:32:28
>> the the investment, I think it'd be worth probably about a trillion dollars today.
01:32:36
I know. But the moment we went public, they sold it. They go, "Wow, that's a miracle." So, [laughter]
01:32:42
>> wow. >> They sold it. Yeah. They sold it at Nvidia valuation about 300 million.
01:32:48
That's our IPO valuation. 300 million. >> Wow. >> And so, so anyhow,
01:32:56
I was incredibly grateful. Um, and then now we had to figure out what to do because we still were doing the
01:33:04
wrong strategy, wrong technology. So unfortunately we had to lay off most of the company. We shrunk the company all
01:33:10
back. All the people working on the game console, you know, we had to shrunk it all. Shrink it all back.
01:33:17
And um and then and then somebody told me that, but Jensen,
01:33:25
we've never built it this way before. We've never built it the right way before.
01:33:31
We've only know how to build it the wrong way. And so nobody in the company knew how to
01:33:37
build this supercomputing image generator 3D graphics thing that Silicon Graphics
01:33:45
did. And so so uh I said, "Okay, how hard can it be? You got all these 30 companies, you know, 50 companies doing
01:33:54
it. How hard can it be?" And so luckily there was a textbook written by the company Silicon Graphics.
01:34:04
And so I went down to the store. I had 200 bucks in my pocket. And I bought three textbooks, the only three they
01:34:11
had, $60 a piece. I bought the three textbooks. I brought it back and I gave one to each one of the architects and I
01:34:18
said, "Read that and let's go save the company." >> [laughter]
01:34:23
>> And so [gasps and sighs] so they they they read this textbook, learned from the giant at
01:34:31
the time, Silicon Graphics, about how to do 3D graphics. But the thing that was amazing and what makes Nvidia special
01:34:39
today is that the people that are there are able to start from first principles,
01:34:47
learn best known art, but reimplement it in a way that's never been done before. And so when we re-imagined
01:34:58
the technology of 3D graphics, we reimagined it in a way that manifest today the modern 3D graphics. We really
01:35:07
invented modern 3D graphics, but we learned from previous known arts and we implement it fundamentally differently.
01:35:16
>> What did you do that changed it? Well, you know, the ultimately ultimately the um uh the simple the
01:35:24
simple answer is that the way silicon graphics works uh the geometry engine is a bunch of software running on
01:35:32
processors. We took that and eliminated all the generality,
01:35:43
the general purposeness of it and we reduced it down into the most essential part of 3D graphics
01:35:51
and we hardcoded it into the chip. And so instead of something general purpose, we hardcoded it very specifically into
01:36:00
just the limited applications, limited functionality necessary for video games.
01:36:08
And that capability that super and and because we reinvented a whole bunch of stuff, it supercharged the capability of
01:36:15
that one little chip. And our one little chip was generating images as fast as a $1 million image generator. That was the
01:36:26
big breakthrough. We took a million dollar thing and we put it into the graphics card that you now put into your
01:36:32
gaming PC. And that was [snorts] our big invention. And then and of course the question is
01:36:38
is um uh how do you compete against these 30 other companies doing what they were
01:36:44
doing? and and there we did we did several things. One
01:36:51
uh instead of building a 3D graphics chip for every 3D graphics application, we decided to build a 3D graphics chip
01:37:01
for one application. We bet the farm on video games. The needs of video games are very
01:37:08
different than needs for CAD, needs for flight simulators. They're related, but not the same. And so we narrowly focused
01:37:15
our problem statement so I could reject all of the other complexities and we shrunk it down into this one little
01:37:21
focus and then we supercharged it for gamers. And then the second thing that we did was we created a whole ecosystem
01:37:30
of working with game developers and getting their their games ported and adapted to our silicon so that we could
01:37:37
get turn essentially what is a technology business into a platform business into a game platform business.
01:37:45
So we, you know, GeForce is really today it's also the most advanced 3D graphics technology in the world, but a long time
01:37:53
ago GeForce is really the game console inside your PC. It's, you know, it runs Windows, it runs Excel, it runs
01:38:00
PowerPoint, of course, those are easy things, but its fundamental purpose was simply to turn your PC into a game
01:38:08
console. So we we were the first technology company to build all of this incredible technology in service of one
01:38:16
audience gamers. Now of course in 1993 the gaming industry didn't exist. But by the time that John Carmarmac came along
01:38:26
and the doom phenomenon happened and then quake came out as you know that entire world oh that entire
01:38:36
community boom took off. Do you know where the name Doom came from? >> It came from this se there's a scene in
01:38:42
the movie The Color of Money where Tom Cruz who's this uh elite pool player shows up at this pool hall and this
01:38:49
local hustler says what he got in the case and he opens up this case. He has a special pool queue. He goes in here and
01:38:55
he opens it up. He goes, "Doom. >> Doom." [laughter] >> And that's where it came from. Yeah. Cuz
01:39:00
Carmarmac said that's what they wanted to do to the gaming industry. >> Doom.
01:39:03
>> That when Doom came out, it would just be everybody be like, "Oh, we're fucked."
01:39:07
>> Oh, wow. >> This is Doom. >> That's awesome.
01:39:09
>> Isn't that amazing? That's amazing. >> Cuz it's the perfect name for the game. >> Yeah.
01:39:12
>> And the name came out of that scene in that movie. >> That's right. Well, and then of course,
01:39:17
uh, Tim Sweeney and >> Epic Games and, uh, and the 3D gaming genre took off.
01:39:24
>> Yes. >> And so, if you just kind of in the beginning was no gaming industry. We had
01:39:31
no choice but to focus the company on one thing. That one thing, >> it's a really incredible origin story.
01:39:37
>> Oh, it's it's amazing. Like you must be like look back >> a disaster is what
01:39:42
>> a $5 [laughter] million that pivot with that conversation with that gentleman if he did not agree to that if he did not
01:39:48
like you what would the world look like today that's crazy then then our entire life hung on another gentleman
01:39:58
and so so now here we are we built so before GeForce it was Revo 128 revo 128 saved the company it revolutionized
01:40:07
computer graphics The performance cost performance ratio of 3D graphics for gaming was off the
01:40:14
charts amazing. And we're getting ready to to ship it. Get
01:40:24
well, we're we're building it, but we're so as you know, $5 million doesn't last long. And so every single month, every
01:40:33
single month, uh we were drawing down You have to build it, prototype it. You have to design it, prototype it,
01:40:45
get the silicon back, which costs a lot of money. Test it with software
01:40:53
because without the software testing the chip, you don't know the chip works. And then you're going to find a bug
01:41:00
probably because every time you test something you find bugs,
01:41:06
which means you have to tape it out again, which is more time, more money. And so we did the math. There was no
01:41:13
chance anybody was going to survive it. We didn't have that much time to tape out a chip, send it to a foundry TSMC,
01:41:20
get the silicon back, test it, send it back out again. There was no no shot, no hope.
01:41:27
And so the math, the spreadsheet doesn't allow us to do that. And so I heard about this company and this company
01:41:37
built this machine. And this machine is an emulator. You could take your design, all of the
01:41:48
software that describes the chip, and you could put it into this machine. And this machine will pretend it's our chip.
01:41:57
So I don't have to send it to the fab, wait until the fab sends it back, test. I could have this machine pretend it's
01:42:03
our chip and I could put all of the software on top of this machine called an emulator and test all of the software
01:42:12
on this pretend chip and I could fix it all before I send it to the fab. >> Whoa. And if and and if I could do that
01:42:21
when I send it to the FAB, it should work. Nobody knows, but it should work. And so
01:42:27
we came to the conclusion that let's take half of the money we had left in the bank. At the time it was
01:42:35
about a million dollars. Take half of that money and go buy this machine. So instead of keeping the money to stay
01:42:44
alive, I took half of the money to go buy this machine. Well, I call this guy up. This the company's called IOS.
01:42:52
Call this company up and I say, "Hey, listen. I heard about this machine. I like to buy one."
01:42:59
And they go, "H, that's terrific, but we're out of business." I said, "What? You're out of
01:43:06
business?" He goes, "Yeah, we had no customers." [laughter]
01:43:12
I said, "Wait, hang on a sec. So, you never made the machine?" They [snorts] can say, "No, no, no. We made the
01:43:17
machine. We have one in inventory if you want it, but we're out of business." So, I bought one out of inventory.
01:43:26
Okay. After I bought it, they went out of business. >> Wow.
01:43:30
>> I bought it out of inventory. And on this machine, we put Nvidia's chip into it and we tested all of the
01:43:39
software on top. And at this point, we were on fumes. But we convinced ourselves that chip is
01:43:47
going to be great. And so I had to call some other gentleman. So I called TSMC.
01:43:54
And I told TSMC that listen, TSMC is the world's largest founder today. At the time they were
01:44:01
just a few hundred million dollars large, tiny little company.
01:44:12
And I explained to them what we were doing. And um I explained to him I told him I had a lot of customers. I had one,
01:44:20
you know, Diamond Multimedia, probably one of the companies you bought the graphics card from back in the old
01:44:26
days. And I I said, you know, we have a lot of customers, and the demand's really great, and
01:44:33
we're going to tape out a chip to you, and I like to go directly to production because I know it works.
01:44:44
>> [snorts] >> And they said, "Nobody has ever done that before.
01:44:50
Nobody has ever taped out a chip that worked the first time. And nobody starts out production without
01:44:56
looking at it." But I knew that if I didn't start the production, I'd be out of business
01:45:02
anyways. And if I could start the production, I might have a chance. And so
01:45:10
TSMC decided to support me and uh this gentleman is named Morris Chang. Morris
01:45:17
Chang is the father of the foundry industry, the founder of TSMC. Really great man.
01:45:27
He decided to support our company. I explained to them everything. he decided to support us frankly
01:45:34
probably because they didn't have that many other customers anyhow but they were grateful and I was immensely
01:45:41
grateful and as we were starting the production Morris flew to United States and uh
01:45:50
he didn't so many words asked me so but he asked me a whole lot of questions that was trying to tease out do I have
01:45:58
any money but he didn't directly ask me that you know and so the truth is that we didn't
01:46:06
have all the money but we had a strong PO from the customer and if it didn't work some wafers would have been lost
01:46:16
and I'm you know I I'm not exactly sure what would have happened but we would have come short it would have been it
01:46:23
would have been rough but they supported us with all of that risk involved we launched this chip turns out to
01:46:32
been completely revolutionary. Knocked the ball out of the park. We became the fastest growing technology
01:46:40
company in history to go from zero to $1 billion. >> So wild that you didn't test the chip.
01:46:46
>> I know. We tested afterwards. Yeah, we tested afterwards. >> Afterwards, but [laughter]
01:46:52
production already. But by the way, by the way, that methodology that we developed to save the company is used
01:47:01
throughout the world today. >> That's amazing. >> Yeah, we changed we changed the whole
01:47:05
world's methodology of designing chips. The whole world's uh rhythm of designing chips. Uh we changed everything.
01:47:13
>> How well did you sleep those days? It must have been so much stress, [laughter]
01:47:19
>> you know. Um, what is that feeling where where uh the world just kind of feels like it's
01:47:29
flying? It you you have this what do you call that feeling? You can't you can't stop the the feeling that everything's
01:47:38
moving super fast and you know and you're laying in your laying in bed and the world just feels like you know it
01:47:47
you and you're you you feel deeply anxious uh completely out of control. Um
01:47:56
I've felt that probably a couple of times [laughter] in my life. It's during that time.
01:48:02
>> Wow. >> Yeah. It it was incredible. >> What an incredible success story.
01:48:06
>> But I I learned I learned a lot. I learned I learned about I learned several things. I learned I learned uh
01:48:11
how to develop strategies. Um I learned how to uh uh and when I when I you know our
01:48:19
company learned how to develop strategies. What are winning strategies? We learned how to create a market. We
01:48:24
created the modern 3D gaming market. We learned how and and so that exact same skill is how we created the modern
01:48:34
AI market. It's exactly the same. >> Wow. >> Yeah. Exactly the same skill. Exactly
01:48:40
the same blueprint. And uh we learned how to uh deal with crisis, how to stay calm, how to think
01:48:49
through things systematically. We learned how to remove all waste in the company and work from first
01:48:58
principles and doing only the things that are essential. Everything else is waste because we have no money for it
01:49:05
to live on fumes at all times. And the feeling no different than the feeling I had this
01:49:13
morning when I woke up that you're going to be out of business soon. that you're you know the phrase 30 days from going
01:49:21
out of business I've used for 33 years because >> you still feel that.
01:49:25
>> Oh yeah. Oh yeah. Every morning. Every morning. >> But but you guys are one of the biggest
01:49:30
companies on planet earth. But the the feeling doesn't change. >> Wow.
01:49:34
>> The the sense of vulnerability, the sense of uncertainty, the sense of insecurity. Uh
01:49:42
it it doesn't leave you. >> That's crazy. We were, you know, we had nothing. We had nothing. We were dealing
01:49:49
with giant. >> Oh, yeah. Oh, yeah. Every day, every moment.
01:49:52
>> Do you think that fuels you? Is that part of the reason why the company's so successful? That you have that hungry
01:49:59
mentality, that you never rest, you're never sitting on your laurels, you're always
01:50:08
on the edge. I have a greater drive from not wanting to fail
01:50:19
than the drive of wanting to succeed. [laughter] >> Isn't that like sex coaches would tell
01:50:27
you that's completely the wrong psychology? >> The world has just heard me say that for
01:50:31
out loud for the first time. >> But but it's true. >> Well, that's how fascinating. fear of
01:50:36
failure drives me more than the than the the greed or whatever it is. >> Well, ultimately that's probably a more
01:50:45
healthy approach now that I'm thinking about it because like the fear >> I'm not ambitious for example,
01:50:52
[laughter] you know, I just want to stay alive, Joe. I want the company to thrive, you know, I want us to make an
01:50:59
impact. >> That's interesting. >> Yeah.
01:51:01
>> Well, maybe that's why you're so humble. That's what maybe that's what keeps you grounded, you know, because with the
01:51:07
kind of spectacular success the company's achieved, it would be easy to get a big head.
01:51:11
>> No. >> Right. But isn't that interesting? It's like the if you were the guy that your
01:51:16
main focus is just success. You probably would go, "Well, made it. Nailed it. I'm the [laughter] man.
01:51:24
>> Drop the mic." >> Instead, you wake up, you're like, "God, we can't [ __ ] this up."
01:51:28
>> No. Exactly. Every morning. Every morning. No. Every moment. Yeah. That's crazy.
01:51:33
>> Before I go to bed. >> Well, listen. If I was a major investor in your company, that's what I'd want
01:51:37
running it. I'd want a guy who's >> Yeah. >> That's what I work. That's why I work
01:51:43
seven days a week. Every moment I'm I'm awake. >> You work every moment.
01:51:48
>> Every moment I'm awake. >> Wow. >> I'm thinking about solving a problem.
01:51:53
I'm thinking about >> How long can you keep this up? >> I don't know. But so [laughter]
01:51:59
could be next week. Sounds exhausting. >> It is exhausting. >> It sounds completely exhausting.
01:52:04
>> Always in a state of anxiety. >> Wow. >> Always in a state of anxiety.
01:52:10
>> Wow. Kudos to you for admitting that. I think that's important for a lot of people to hear because, you know,
01:52:15
there's probably some young people out there that are in a similar position to where you were when you were starting
01:52:22
out that just feel like, oh, those people that have made it, they're just smarter than me and they had more
01:52:29
opportunities than me and it's just like it was handed to them or they're just in the right place at the right time. And
01:52:36
>> Joe, I just described to you somebody who didn't know what was going on, [laughter]
01:52:39
actually did it wrong. >> Yeah. Yeah. And the ultimate diving catch like two or three times.
01:52:45
>> Crazy. >> Yeah. >> The ultimate diving catch is the perfect
01:52:48
way to put it. >> You know, it's just like the edge of your glove. [laughter]
01:52:53
>> It probably bounced off of somebody's helmet and landed at the edge. [laughter]
01:53:00
>> God, that's incredible. That's incredible. But it's also it's really cool that you have this perspective that
01:53:06
you look at it that way because you know a lot of people that have delusions of grandeur or they have you know
01:53:15
>> and their rewriting of history often times had them somehow extraord extraordinarily smart and they were
01:53:25
geniuses and they knew all along and they were they were spot-on. And the business plan was exactly what they
01:53:30
thought. And >> yeah, >> they destroyed the competition and you
01:53:34
know and they emerged victorious. [laughter] >> Meanwhile, you're like, I'm scared every
01:53:40
day. >> Exactly. [laughter] Exactly.
01:53:44
>> That's so funny. Oh my god, that's amazing. >> It's so true, though.
01:53:48
>> It's amazing. >> It's so true. >> It's amazing. Well, but I I think
01:53:52
there's nothing inconsistent with being a leader and being vulnerable. You know, I the company
01:54:00
doesn't need me to be a genius right all along, right? Absolutely certain about what I'm trying
01:54:08
to do and what I'm doing. The the company doesn't need that. The company wants me to succeed. You know, the thing
01:54:14
that and we started out today talking about President Trump and I was about to say something and listen, he is my
01:54:23
president. He is our president. We should all and we're talking about just because it's President Trump, we all
01:54:29
want him to be wrong. I think that United States, we all have to realize he is our president, we want him to succeed
01:54:37
because >> no matter who's president attitude. >> That's right.
01:54:41
>> We want him to succeed. We need to help him succeed because it helps everybody, all of us succeed.
01:54:48
And I'm lucky that I work in a company where I have 40,000 people who wants me to
01:54:56
succeed. They want me to succeed and I can tell and they're all every single day to help
01:55:02
me overcome these challenges trying to realize realize what I describe to be our
01:55:09
strategy doing their best. And if it's somehow wrong or not perfectly right to tell me
01:55:17
so that we could pivot and the more vulnerable we are as a leader the more able other people are able to tell you
01:55:26
you know that Jensen that's not exactly right or >> right right
01:55:29
>> have you considered this information or and the more vulnerable we are the more able we're actually able to
01:55:37
pivot if we put ourselves into this superhuman capability then it's hard for us to pivot strategy,
01:55:42
>> right? >> Because we were supposed to be right all along.
01:55:45
>> And so if you're always right, how can you possibly pivot? Because pivoting requires you to be wrong. And so I've
01:55:51
got no trouble with being wrong. I just have to make sure that I stay alert, that I reason about things from first
01:55:58
principles all the time. Always break things down to first principles. Understand why it's happening.
01:56:05
Reassess continuously. The reassessing continuously is kind of partly what causes continuous anxiety,
01:56:14
>> you know, because you're asking yourself, were you wrong yesterday? Are you still right? Is this the same? Has
01:56:20
that changed? Has that condition is that worse than you thought? >> But God, that mindset is perfect for
01:56:25
your business, though, because this business is ever changing >> all the time. I've got competition
01:56:30
coming from every direction. So much of it is kind of up in the air and you have to invent a future where
01:56:41
a 100 variables are included and there's no way you could be right on all of them. And so you have to be
01:56:47
>> you have to surf. >> Wow. That's a good way to put it. You have to surf. Yeah. You're surfing waves
01:56:54
of technology and innovation. >> That's right. You can't predict the waves. You got to deal with the ones you
01:56:59
have. >> Wow. And but skill matters and I've been doing this for 30 I'm the longest
01:57:05
running tech CEO in the world. >> Is that true? Congratulations. That's amazing.
01:57:10
>> And you know people ask me how is one don't get fired. [laughter] That'll stop a short heartbeat.
01:57:19
And then two don't get bored. >> Yeah. >> Well, how do you maintain your
01:57:23
enthusiasm? Well, the honor truth is is not always enthusiasm. It's, you know, sometimes is
01:57:32
enthusiasm. Sometimes it's just good oldfashioned fear and then sometimes, you know, a healthy dose of frustration,
01:57:40
you know, it's whatever keeps you moving. >> Yeah. Just all the emotions. I think,
01:57:45
you know, >> CEOs, we have all the emotions, right? you know, and so probably probably
01:57:53
jacked up to the maximum because you're you're kind of feeling it on behalf of the whole company. I'm feeling it on
01:57:59
behalf of everybody at the same time. And it kind of, you know, encapsulates into into somebody. And so I have to be
01:58:08
mindful of the past. I have to be mindful of the present. I've got to be mindful of the future. And um you know,
01:58:14
it can't it's not without emotion. It's not just it's it's not just a job. Let's just put it that way.
01:58:23
>> It doesn't seem like it at all. I would imagine one of the more difficult aspects of your job currently now that
01:58:29
the company is massively successful is anticipating where technology is headed and where the applications are going to
01:58:36
be. >> Yeah. >> So, how do you try to map that out?
01:58:40
>> Yeah. there there um there there's a whole bunch of ways and and it takes it takes um
01:58:50
takes a whole bunch of things but let me just start uh you have to be surrounded by amazing
01:58:55
people and Nvidia is now you know if you look at look at look at um the large tech companies in the world today
01:59:05
most of them have a business in advertising or social media or you know content distribution and at the core of
01:59:15
it is really fundamental computer science and so the company's business is not computers the company's business is
01:59:25
not technology technology drives the company is the only company in the world that's large whose only business is
01:59:32
technology we only build techn we don't advertise the only way that we make money is to create amazing technology
01:59:39
and sell And so to be that to be NVIDIA today, you're
01:59:46
the number one thing is you're surrounded by the finest computer scientists in the world. And that's my
01:59:52
gift. My gift is that we've created a company's culture, a condition by which the world's
02:00:00
greatest computer scientists want to be part of it because they get to do their life's work and create the next thing
02:00:06
because that's what they want to do. because maybe they're not they don't want to be in service of another
02:00:12
business. >> They want to be in service of the technology itself. And we're the largest
02:00:16
form of its kind in the history of the world. >> Wow.
02:00:20
>> I know. It's pretty amazing. >> Wow. >> And so so one, you know, we have a we we
02:00:26
have got a great condition. We have a great culture. We have great people. And then now now now the question is how do
02:00:32
you systematically um be able to see the future stay alert of
02:00:42
it and uh reduce the reduce the the likelihood of missing something or being
02:00:51
wrong. And so there's a lot of different ways you could do that. For example, we have
02:00:56
great partnerships. We we have fundamental research. We have a great research lab, one of the largest
02:01:00
industrial research labs in the world today. And we partner with a whole bunch of universities and other scientists. We
02:01:07
do a lot of open collaboration and so I'm constantly working with researchers outside the company.
02:01:15
We have the benefit of having amazing customers and so I have the benefit of working with Elon and you know and
02:01:22
others in the industry and we have the benefit of being the only pure pure play technology company that can serve uh
02:01:31
consumer internet industrial manufacturing um scientific computing healthcare
02:01:39
financial services all the industries that we're in. They're all signals to me. And so they all have mathematicians
02:01:48
and scientists and and so because I I have the benefit now of a radar system >> that is the most broad of any company in
02:01:56
the world working across every single industry from agriculture to energy to video games.
02:02:05
And so the ability for us to have this vantage point, one doing fundamental research ourselves
02:02:13
and then two working with all the great researchers, working with all the great industries, the feedback system is
02:02:19
incredible. And then finally, you just have to have a culture of staying super alert. There's no easy way
02:02:27
of being alert except for paying attention. I haven't found a single way of being
02:02:33
able to stay alert without paying attention. And so, you know, I probably read several thousand emails a day.
02:02:42
>> How How do you have a time for that? >> I wake up early. This morning I was up at 4:00.
02:02:47
>> How much do you sleep? >> Uh, six, seven, six, seven hours. >> Yeah.
02:02:54
>> And then you're up at 4 reading emails for a few hours before you get going. >> That's right. Yeah.
02:02:58
>> Wow. Every day. >> Every single day. Not one day missed.
02:03:03
[sighs] including Thanksgiving, Christmas. >> Do you ever take a vacation?
02:03:09
>> Uh, yeah. But they're um my definition of a vacation is when I'm with my family. And so if I'm with my family,
02:03:17
I'm very happy. I don't care where we are. >> And you don't work then or do you work a
02:03:21
little? >> No. No. I work a lot. [laughter] >> Even like if you go on a trip somewhere,
02:03:27
you're still working. >> Oh, sure. Oh, sure. >> Wow. Every day.
02:03:30
>> Every day. >> But my kids work every You make me tired just saying this.
02:03:34
>> My kids work every day. Both of my kids work at Nvidia. They work every day.
02:03:40
>> Wow. >> Yeah. I'm very lucky. >> Wow.
02:03:43
>> Yeah. It's brutal now because, you know, it's just me working every day. Now we have three people working every day and
02:03:49
they want to work with me every day and so it's it's a lot of work. >> Well, you've obviously imparted that
02:03:57
ethic into them. >> They work incredibly hard. I mean, there's no unbelievable.
02:04:01
>> But my parents work incredibly hard. >> Yeah. I was I was born with the work gene,
02:04:08
>> the suffering gene. [laughter] >> Well, listen, man. It has paid off. What a crazy story. It was just It's really
02:04:16
an amazing origin story. It really I mean, it has to be kind of surreal to be in the position that
02:04:22
you're in now when you look back at how many times that it could have fallen apart and humble beginnings. But Joe,
02:04:28
this is great. It's a great country. You know, I'm an immigrant. My parents sent my older brother and I here first.
02:04:37
We're we're in Thailand. I was born in Taiwan, but my dad had a job in Thailand. He was a chemical and
02:04:46
instrumentation engineer, incredible engineer. And his job was to go start an oil
02:04:52
refinery. And so we moved to Thailand, lived in Bangkok. And um in 19
02:05:00
I guess 1973 1974 time frame, you know how Thailand every so often they would just have a coup. You know,
02:05:08
the military would have an uprising and all of a sudden one day there were tanks and soldiers in the streets and my
02:05:15
parents thought, you know, it probably isn't safe for the kids to be here. And so they contacted my uncle. My uncle
02:05:22
lives in Tacoma, Washington. and um we had never met him and my parents sent us to him.
02:05:30
>> How old were you? >> Uh I was about to turn nine and my older brother uh almost turned 11 and so the
02:05:39
two of us came to United States and we stayed in with our uncle for a little bit while he looked for a school for us
02:05:49
and my parents didn't have very much money and they never been to United States. my father was. I'll tell you
02:05:55
that story in a second. And um and so my my uncle found a school that
02:06:04
would accept foreign students and affordable enough for my parents. And that school turned out to have been
02:06:13
in Onita, Kentucky, Clark County, Kentucky, the epicenter of the opio crisis today.
02:06:21
cold country. Clark County, Kentucky is was the poorest county in America when I
02:06:31
showed up. It is the poorest county in America today. And so we went to the school, it's a
02:06:38
great school, um, Onita Baptist Institute in a town of a few hundred. I think it
02:06:46
was 600 at the time that we showed up. No traffic light. And um I think it has 600 today. It's
02:06:54
quite an amazing feat actually. The ability to hold your population for [laughter]
02:07:02
when it's 600 people. It was quite a magic quite a magical thing. however they did it. And and so uh the school
02:07:11
had a mission of being an open school for any children who would like to come. And what that basically means is that if
02:07:23
you're a trouble student, if you have a troubled family, um if you're,
02:07:32
you know, whatever your background, you're welcome to come to Onita Baptist Institute, including kids from
02:07:41
international who would like to stay there. >> Did you speak English at the time?
02:07:45
>> Uh, okay. Yeah. Yeah. Okay. Yeah. And so we showed up and uh
02:07:57
my first my first thought was gosh there are a lot of cigarette butts on the ground. 100% of the kids smoked.
02:08:05
[laughter] So right away you know this is not a normal school.
02:08:11
>> Nineyear-olds? >> No, I was the youngest kid. >> Okay. 11 year olds.
02:08:15
>> My roommate was 17 years old. Wow. >> Yeah. He just turned 17. And he was jacked
02:08:23
and and um I don't know where he is now. I know his name, but I don't know where he is now.
02:08:32
But anyways, uh that night we got and and the second thing I noticed when you walk into the into your dorm room
02:08:41
is uh there are no drawers and no closet doors. just like a prison.
02:08:50
And there are no locks so that people could check check up on
02:08:56
you. And so I go into my room and he's 17 and uh you know get ready for for bed and he
02:09:06
had all this tape all over his body and uh turned out he was in a knife fight and he's been
02:09:15
stabbed all over his body and these were just fresh wounds. >> Whoa. And the other kids were hurt much
02:09:22
worse. And uh so he was my roommate, the toughest kid in school, and I was the
02:09:29
youngest kid in school. It was a it was a junior high, but they took me anyways because if I
02:09:38
walked about a mile across the Kentucky River, the swing bridge, the other side is a middle school that I could go to
02:09:47
and then I can go to that school and I come back and then I stay in the dorm. And so basically Onita Baptist Institute
02:09:55
was my dorm when I went to this other other school. My older brother went went to um went to the junior high. And so we
02:10:03
were there for a couple of years. Um every kid had every kid had chores. My older brother's chore was to work in
02:10:11
the tobacco farm, you know. So tobac they raised tobacco so that they could raise some extra money for the school.
02:10:18
Kind of like a penitentiary. >> Wow. And my job was just to clean the dorm. And so I I was 9 years old. I was
02:10:26
cleaning toilets. And for a dorm of 100 100 boys, I I clean more bathrooms than anybody. And
02:10:35
I just wish that everybody was a little bit more careful, you know. [laughter] But anyways, I was the youngest kid in
02:10:43
school. The my memories of it was really good. Um, but it was a pretty tough It was a tough town.
02:10:50
>> Sounds like it. >> Yeah. Town kids, they all carried Everybody had knives.
02:10:55
>> Everybody had knives. Everybody smoked. Everybody had a Zippo lighter. I smoked for a week.
02:11:01
>> Did you? >> Oh, yeah. Sure. >> How old were you?
02:11:03
>> I was nine. Yeah. >> When you nine? You were nine, you tried smoking.
02:11:06
>> Yeah. I got myself a pack of cigarettes. Everybody else did. >> Did you get sick? No. I I got used to
02:11:11
it, you know, and I learned how to blow blow smoke rings and, you know, [snorts] you know, breathe out of my nose, you
02:11:20
know, take it in out of through my nose. I mean, there was a all the different things that you learned. Yeah.
02:11:26
>> At nine. >> Yeah. >> Wow. You just did it to fit in or it
02:11:29
looked cool. >> Yeah. [clears throat] Because everybody else did it,
02:11:31
>> right? >> Yeah. And and then I did it for a couple weeks, I guess. And I just rather have I
02:11:38
had a quarter, you know, I had a quarter a month or something like that. I just rather buy popsicles and fried
02:11:46
sickles with it. I was nine, you know, [laughter] >> right?
02:11:49
>> I chose I chose the the better path. >> Wow. >> That was our school. And then my parents
02:11:55
came to United States two years later and um we met him in Tacoma, Washington. >> That's wild. It It was a really crazy
02:12:04
experience. What a strange formative experience. >> Yeah. Tough kids.
02:12:10
>> Thailand to one of the poorest places in America or if not the poorest as a 9-year-old.
02:12:20
>> Yeah. It was my first experience with your brother. >> Wow.
02:12:23
>> Yeah. Yeah. No, I I remember and what breaks my heart probably the only thing that really breaks my heart of
02:12:32
about that experience was so we didn't have enough money to make you
02:12:40
know international phone calls every week and so my parents gave us this tape deck this Iowa tape deck and a tape
02:12:51
and so every month we would sit in front on that tape deck and that my older brother Jeff and I,
02:12:59
the two of us would just tell them what we did the whole month. >> Wow.
02:13:06
>> And we would send that tape by mail and my parents would take that tape and record back on top of it and send it
02:13:14
back to us. >> Wow. >> Could you imagine if for two years
02:13:20
>> Wow. is that tape still existed of these two kids just describing their first experience with United States.
02:13:28
Like I remember telling my parents that that uh I joined the swim team and uh
02:13:40
my roommate was really buff and so every day we spent a lot of time in the in the gym and so uh uh every night 100
02:13:48
push-ups, 100 sit-ups every day in the gym. So, I was nine years old. I was getting I was pretty buff
02:13:54
and I'm pretty fit. And uh and so I joined the soccer team. I joined the swim team because if you join
02:14:03
the team, they take you to meets and then afterwards you get to go to a nice restaurant. And that nice restaurant was
02:14:10
McDonald's. >> Wow. >> And and I recorded this thing. And I
02:14:15
said, "Mom and dad, we went to the most amazing restaurant today. This whole place is lit up. It's like
02:14:22
the future." And [snorts] the food comes in a box [laughter]
02:14:31
and the food is incredible. The hamburger is incredible. It was McDonald's. [snorts] But anyhow, it it
02:14:37
wouldn't it be amazing? >> Oh my god. Two years recording. Yeah. Two years. Yeah. What a crazy connection
02:14:44
to your parents, too. Just sending a tape and them sending you one back and it's the only way you're communicating
02:14:50
for two years. >> Yeah. Wow. Yeah. No, I've My parents are incredible actually. They're just
02:14:58
they're uh they grew up really poor and um when they came to United States, they had almost no money. Uh probably one of
02:15:06
the most impactful memories I have is is uh we they came and we were we were staying in
02:15:14
a in a in a uh apartment complex and they had they had just rent back in the I guess people still do rent rent a
02:15:26
bunch of furniture and we were messing around
02:15:36
and uh we bumped into the coffee table and crushed it. It's made out of particle
02:15:42
wood and we crushed it. And I just still remember my the look on my mom's face, you know, because they
02:15:51
didn't have any money and she didn't know how she was going to pay it back. And but anyhow, that's that kind of
02:15:56
tells you how hard it was for them to come here. They they left everything behind and all they had was their
02:16:02
suitcase and the money they had in their in their pocket and they came to United States.
02:16:08
>> How old were they pursued the American dream? They were in their 40s. >> Wow.
02:16:11
>> Yeah. Late late 30s. >> Pursued the American dream. This is this is the American dream. I'm the first
02:16:17
generation of the American dream. >> Wow. >> Yeah. It's hard not to love this
02:16:21
country. >> That's >> it's it's hard not to be romantic about
02:16:25
this country. >> That is a romantic story. That's an amazing story.
02:16:29
>> Yeah. And and my dad found his job literally in the newspaper, you know, the ads and he calls people.
02:16:38
Got a job. >> What did he do? >> Uh he was a consulting engineer and a
02:16:43
and a consulting firm and they helped people build oil refineries, paper mills and fabs. And that's what he did. He was
02:16:51
an he he's really good at factory design instrumentation engineer. And so he's he's brilliant at that. And so he did
02:17:01
that and my mom uh worked as a maid and uh they found a way to raise us. >> Wow.
02:17:10
That's an incredible story, Jensen. It really is. Every all of it from your childhood to the perils of Nvidia almost
02:17:19
falling. [laughter] It's really incredible, man. >> It's a great story. Yeah. I I've lived a
02:17:25
great life. >> You really have. And it's a great story for other people to hear, too. It really
02:17:30
is. >> You don't You don't have to go to Ivy League schools to succeed.
02:17:36
This country creates opportunities. Has opportunities for all of us. You do have to strive.
02:17:43
You have to claw your way here. >> Yeah. >> But if you put in the work, you can
02:17:48
succeed. Nobody works with >> a lot of luck and a lot of
02:17:51
>> a lot and >> good decision- making >> and the good graces of others.
02:17:55
>> Yes, that's really important. >> Yeah. You and I spoke about two two people who are very dear to me. Um but
02:18:02
the list goes on. the people the people at NVIDIA who have have uh helped me um uh many friends that are on the board uh
02:18:13
the decisions you know them giving me the opportunity like when we were inventing this new computing approach
02:18:19
I tanked our stock price because we added this thing called CUDA to the chip we had this big idea we added this thing
02:18:26
called CUDA to the chip but nobody paid for it but our cost doubled and so we had this graphics chip company and we
02:18:34
invented GPUs, we invented programmable shaders, we invented everything modern computer graphics,
02:18:42
we invented real-time tracing. That's why it went from GTX to RTX. We invented all this stuff, but every
02:18:50
time we invented something, the market doesn't know how to appreciate it, but the cost went way up.
02:18:56
And in the case of CUDA that enabled AI, the cost increased a lot. it and but I really we really believed it you know
02:19:06
and so if you believe in that future and you don't do anything about it you're going to regret it for your life
02:19:13
and so we always you know I always tell the team do you believe what do we believe this or not and if you believe
02:19:19
it and so grounded on first principle is not random you know hearsay and we believe it we've got to we owe it to
02:19:26
ourselves to go pursue it if we're the right people to go do it if it's really really hard to do. It's worth doing and
02:19:33
we believe it. Let's go pursue it. Well, we pursued it. We we launched the product. Nobody knew. It was exactly
02:19:40
what like when I launched DGX1 and the entire audience was like complete silence. When I launched CUDA,
02:19:48
the audience was complete silence. No customer wanted it. Nobody asked for it. Nobody understood it. Nvidia was a
02:19:58
public company. >> What year was this? This is uh uh let's see 200
02:20:05
2006 20 years ago 2005
02:20:12
>> Wow. >> Our stock price just went our valuation went down to like two or
02:20:21
three billion dollars >> from >> from about 12 or something like that.
02:20:28
I crushed it. >> [laughter] >> in a very bad way.
02:20:32
>> Yeah. >> What is it now though? >> H Yeah, it's higher. [laughter]
02:20:38
>> Very humble of you. [gasps] >> It's higher. But it changed the world. >> Yeah,
02:20:43
>> that invention changed the world. >> It's a It's an incredible story, Johnson. It really is.
02:20:50
>> Thank you. >> I like your story. It's incredible. Ah, >> my story is not as incredible. My story
02:20:55
is more weird, you know. It's much more fertuitous and weird.
02:21:01
>> Okay. What are the three milestones that most important milestones that led to here?
02:21:10
>> That's a good question. Um, >> what was step one? >> I think step one was seeing other people
02:21:17
do it. Step one was in the initial days of podcasting, like in 2009 when I started, podcasting had only been around
02:21:25
for a couple of years. Um, the first was Adam Curry, my good friend, who was the podfather. He he invented podcasting.
02:21:34
And then, you know, um, I remember Adam Corolla had a show because he had a radio show. His radio show got cancelled
02:21:41
and so he decided to just do the same show but do it on the internet. And that was pretty revolutionary. Nobody was
02:21:45
doing that. And then there was the experience that I had had doing different morning radio shows like Opie
02:21:51
and Anthony in particular because it was fun and we would just get together with a bunch of comedians, you know, I'd be
02:21:59
on the show with like three or four other guys that I knew and it was always just looked forward to it. It was was
02:22:04
just such a good time and I said, "God, I miss doing that. It's so fun to do that. I wish I could do something like
02:22:09
that." And then I saw Tom Green setup. Tom Green had a setup in his house and he essentially turned his entire house
02:22:16
into a television studio and he did an internet show from his living room. He had servers in his house and cables
02:22:22
everywhere. Had to step over cables. I was this is like 2007. I'm like Tom this is nuts. Like this is
02:22:28
>> and I'm like you got to figure out a way to make money from this. Like this everybody I wish everybody in the
02:22:32
internet could see your setup. It's nuts. I just want to let you guys know that [laughter]
02:22:37
>> it's not just this. >> Yeah. So that was the the beginning of it is just seeing other people do it and
02:22:43
then saying all right let's just try it and then so the beginning days we just did it on a laptop had a laptop with a
02:22:49
webcam and just messed around had a bunch of comedians come in we would just talk and joke around and I did it like
02:22:56
once a week and then I started doing it twice a week and then all a sudden I was doing it for a year and then I was doing
02:23:01
it for two years then it was like oh it's starting to get a lot of viewers a lot of listeners you know and then I
02:23:08
just kept doing It's all it is. I just kept doing it because I enjoyed doing it. Well, was there any setback?
02:23:15
>> No. No, there was never really a setback really. >> No,
02:23:18
>> it must have been. Or you kind of >> You're just You're just resilient. >> Or you're just tough.
02:23:23
>> No. No. No. No. It wasn't tough or hard. It was just interesting. So, I just it the the
02:23:29
>> You were never once punched in the face. >> No, not in the show. No, not really. Not Not doing the show.
02:23:33
>> You never did something that that big blowback. Nope. Not really. No, it all just kept
02:23:42
growing. >> It kept growing and the thing stayed the same from the beginning to now. And the
02:23:48
thing is, I enjoy talking to people. I've always enjoyed talking to interesting people.
02:23:52
>> I could even tell just when we walked in, the way you interacted with everybody, not just me.
02:23:57
>> Yeah, that's cool. >> People are cool. >> Yeah, that's cool. You know, I I it's a
02:24:02
an amazing gift to be able to have so many conversations with so many interesting people because it changes
02:24:09
the way you see the world because you see the world through so many different people's eyes and you have so many
02:24:15
different people have different perspectives and different opinions and different philosophies and different
02:24:20
life stories. And you know, it's an incredibly enriching and educating experience having so many conversations
02:24:30
with so many amazing people. And that's all I started doing. And that's all I do now. Even now, when I booked the show, I
02:24:39
do it on my phone. And I basically go through this giant list of emails of all the people that want to be on the show
02:24:46
or that request to be on the show. And then I factor in another list that I have of people that I would like to get
02:24:52
on the show that I'm interested in. And I just map it out and that's it. And I go, "Oh, I'd like to talk to him."
02:24:58
>> If it wasn't because of President Trump, I wouldn't have been bumped up on that list. [laughter]
02:25:01
>> No, I wanted to talk to you already. I I just think, you know, what you're doing is very fascinating. I mean, how would I
02:25:08
not want to talk to you? And then today, it proved to be absolutely the right decision.
02:25:12
>> Well, you know, listen, it's it's strange to be an immigrant one day. going to Onita Baptist Institute
02:25:21
with with the students that were there and then here Nvidia's one of the most consequential
02:25:29
companies in the history of companies. >> It is a crazy story. >> It has to be that journey is is a and
02:25:37
it's very humbling and >> and um I'm very grateful. >> It's pretty amazing man.
02:25:42
>> Surrounded by amazing people. You're very fortunate and you've also you seem very happy and you seem like you're 100%
02:25:49
on the right path in this life. You know, >> you know, everybody says you must love
02:25:54
your job. Not every day. [laughter] >> That's not that's part of the beauty of everything is that there's ups and
02:26:00
downs. It's never just like this giant dopamine high. >> We leave we leave this impression here.
02:26:06
Here's here's an impression I don't think is healthy. We we um people who are successful leave the impression
02:26:13
often that that our job gives us great joy. I think largely it does
02:26:22
that our jobs were passionate about our work. Um and that passion relates to it's just
02:26:30
so much fun. I think it largely is, but it it it distracts from in fact a lot of success comes from really really hard
02:26:42
work. >> Yes, >> there's long periods of suffering and
02:26:49
loneliness and uncertainty and fear and embarrassment and humiliation. all of the feelings that we most not love that
02:27:02
creating something from the ground up and and Elon will tell you something similar very
02:27:09
difficult to invent invent something new >> and people people don't believe you all the time you're humiliated often
02:27:17
disbelieved most of the time and so so people forget that part of success and and I I don't think it's health. I think
02:27:26
it's it's good that we pass that forward and let people know that that it's just part of the journey.
02:27:32
>> Yes. >> Suffering is part of the journey. >> You will appreciate it so these horrible
02:27:37
feelings that you have when things are not going so well. You will appreciate it so much more when they do go well.
02:27:43
>> Deeply grateful. >> Yeah. >> Yeah. Deep deep pride. Incredible pride.
02:27:49
In incredible incredible gratefulness and and and surely incredible memories. Absolutely. Jensen, thank you so much
02:27:56
for being here. This was really fun. I really enjoyed it and your story is just absolutely incredible and very
02:28:02
inspirational and and I you know, I think it really is the American dream. It is the American dream.
02:28:08
>> It really is. Thank you so [music] much. Thank you. All right. Bye, everybody. [music]