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Azeem Azhar

👤 Speaker
6838 total appearances

Appearances Over Time

Podcast Appearances

Azeem Azhar's Exponential View
What NVIDIA’s bet on OpenClaw means for the future of AI and your token budget

There were about a dozen, maybe 20 websites at the time in the mostly university physics department.

Azeem Azhar's Exponential View
What NVIDIA’s bet on OpenClaw means for the future of AI and your token budget

And if you were using the internet, the action was elsewhere.

Azeem Azhar's Exponential View
What NVIDIA’s bet on OpenClaw means for the future of AI and your token budget

It wasn't on the web.

Azeem Azhar's Exponential View
What NVIDIA’s bet on OpenClaw means for the future of AI and your token budget

It wasn't through the web browser back then.

Azeem Azhar's Exponential View
What NVIDIA’s bet on OpenClaw means for the future of AI and your token budget

But it was really clear that the browser was offering a new way of interacting with the internet.

Azeem Azhar's Exponential View
What NVIDIA’s bet on OpenClaw means for the future of AI and your token budget

And just in that one year from 92 to 93,

Azeem Azhar's Exponential View
What NVIDIA’s bet on OpenClaw means for the future of AI and your token budget

the number of websites in the world expanded by a factor of 50 or 100.

Azeem Azhar's Exponential View
What NVIDIA’s bet on OpenClaw means for the future of AI and your token budget

And just keep that in mind, like 100x back in 1992 to 1993.

Azeem Azhar's Exponential View
What NVIDIA’s bet on OpenClaw means for the future of AI and your token budget

And in a sense, my whole career has been defined by that experience, by falling into the internet a year earlier and then making sense of the web browser.

Azeem Azhar's Exponential View
What NVIDIA’s bet on OpenClaw means for the future of AI and your token budget

So when Jensen brought up that parallel, the most important thing since the web browser, of course, it really spoke to me.

Azeem Azhar's Exponential View
What NVIDIA’s bet on OpenClaw means for the future of AI and your token budget

He's had the same epiphany that I have, or perhaps I've had the same one that he has had.

Azeem Azhar's Exponential View
What NVIDIA’s bet on OpenClaw means for the future of AI and your token budget

But he went on to say that every company now needs an open-claw strategy.

Azeem Azhar's Exponential View
What NVIDIA’s bet on OpenClaw means for the future of AI and your token budget

And I think that that is the key that unlocks how to make sense of a lot of what was said by NVIDIA earlier this week.

Azeem Azhar's Exponential View
What NVIDIA’s bet on OpenClaw means for the future of AI and your token budget

Now, it's completely wild because before January the 30th, nobody had heard of OpenCLAW.

Azeem Azhar's Exponential View
What NVIDIA’s bet on OpenClaw means for the future of AI and your token budget

I mean, it wasn't even called OpenCLAW.

Azeem Azhar's Exponential View
What NVIDIA’s bet on OpenClaw means for the future of AI and your token budget

But even on January the 20th, 10 days before it got renamed, the project on GitHub, which is where open source projects live,

Azeem Azhar's Exponential View
What NVIDIA’s bet on OpenClaw means for the future of AI and your token budget

had about 5 000 stars now that's not a nothing burger it's impressive but it's not radical it's not top of the leaderboard which is where open claw now sits and it is wild it is crazy it's unprecedented i am running out of words

Azeem Azhar's Exponential View
What NVIDIA’s bet on OpenClaw means for the future of AI and your token budget

that by March the 16th, 45 days later, the CEO of the world's most valuable firm, the firm powering roughly 90% of all AI compute, said, every company needs an open-claw strategy.

Azeem Azhar's Exponential View
What NVIDIA’s bet on OpenClaw means for the future of AI and your token budget

Now, of course, he is largely right.

Azeem Azhar's Exponential View
What NVIDIA’s bet on OpenClaw means for the future of AI and your token budget

And I'll talk to you about our open-claw strategy a little bit later, so hang on in.