Here's my conversation with Jensen Huang, CEO of NVIDIA, the most valuable & one of the most influential companies in the history of human civilization. It is the engine powering the AI revolution. This was a fascinating & inspiring conversation, in parts super-technical on engineering of every part of the AI stack, memory, power, supply chain (TSMC, ASML, etc), in parts about leadership & psychology, and in parts personal & philosophical about life, consciousness, mortality, and human nature. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Introduction 0:33…
The real story of Hitler's rise is mostly a history of contingency - bad choices by specific influential politicians first wrecked the German economy and then handed power to Hitler.
It surely does not “produce” one quarter of world culture or intellectual activity (if the latter is defined as influential books, of fiction and non-fiction, politics, history; films, plastic arts, music, theater etc.)
So to scale compute further right there's some different bottlenecks this year next year uh but ultimately by 2829 the bottleneck falls to the lowest rung on the supply chain which is ASML right ASML makes the world's most complicated machine i.e. an EUV tool.
You can you can take the margin like Nvidia takes the margin. memory players are taking the margin, but ASML has never risen the price more than they've increased the capability of the tool. Um, and so in a sense, they've always provided net benefit to their customer.
Abraham Lincoln surrounded himself with his opponents, gradually turning them into admirers and influential advisors. Lincoln’s approach to leadership offers lessons for anyone looking to tap into the wisdom of others, with or without formal authority.
I think computing supply chains are much easier to monitor than nuclear ones - there is only one TSMC and one ASML, but there are nine and maybe soon ten nuclear powers
The technology powering ChatGPT had already launched prior to November 30th, 2022. It was just wrapped in a different interface. Very few people paid attention. Why did ChatGPT explode in popularity? Because of its obvious chat interface, which everyone intuitively already knew how to use it.
This book takes a different route and that's why I found it hugely influential and interesting when I read it back in 2000. It was co- authored by Edelman and Giulio Tononi.
Eric Schmidt, Jonathan Rosenberg and Alan Eagle, Trillion Dollar Coach: The Leadership Playbook of Silicon Valley’s Bill Campbell: I understood Bill Campbell was a behind-the-scenes guy in Silicon Valley, but I had no idea just how influential he was. Bill Gurley of Benchmark noted “I would argue that Bill has had a bigger impact on Silicon Valley than any other single person simply because his reach was so amazingly wide.” That’s a story I want to read.
Mandelbrot and Richard Hudson are the authors of the influential book The Misbehavior of Markets: A Fractal View of Financial Turbulence. I suggest you read this book for yourself (even though it is not an easy book to read).
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