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Howard Lutnick

πŸ‘€ Speaker
2181 total appearances
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Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

So then I feel better.

All-In with Chamath, Jason, Sacks & Friedberg
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

And then do you waive the DEI requirements?

All-In with Chamath, Jason, Sacks & Friedberg
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

Yeah, of course.

All-In with Chamath, Jason, Sacks & Friedberg
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

Okay, let's talk about Nvidia for a second.

All-In with Chamath, Jason, Sacks & Friedberg
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

You did a deal at the end of this year.

All-In with Chamath, Jason, Sacks & Friedberg
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

I don't think we've ever seen a deal like this.

All-In with Chamath, Jason, Sacks & Friedberg
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

And you can tell me if it's wrong.

All-In with Chamath, Jason, Sacks & Friedberg
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

But you control the export licenses.

All-In with Chamath, Jason, Sacks & Friedberg
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

And as you said, Chamath, we don't want our adversaries to get the most advanced silicon, which makes sense.

All-In with Chamath, Jason, Sacks & Friedberg
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

And then you struck an agreement with Jensen, where now, I think it's the H200s, which are not quite the most advanced chips, but maybe one generation before.

All-In with Chamath, Jason, Sacks & Friedberg
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

Right.

All-In with Chamath, Jason, Sacks & Friedberg
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

But in return, you got a 25% marketing fee.

All-In with Chamath, Jason, Sacks & Friedberg
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

What do you kind of rev share?

All-In with Chamath, Jason, Sacks & Friedberg
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

Tariff.

All-In with Chamath, Jason, Sacks & Friedberg
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

Tariff.

All-In with Chamath, Jason, Sacks & Friedberg
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

Just describe to us the construction of that deal and what it means for these kinds of deals in the future.

All-In with Chamath, Jason, Sacks & Friedberg
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

Do you think that the deals that we're seeing, so there's a 25% rev share on the H200s from NVIDIA, you were able to get, I think, 10% of Intel?

All-In with Chamath, Jason, Sacks & Friedberg
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

10%.

All-In with Chamath, Jason, Sacks & Friedberg
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

10% of Intel.

All-In with Chamath, Jason, Sacks & Friedberg
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

There's a lot of these deals where you could say, all these companies that are on the bleeding edge of America, America's national treasures, they need help that only you or the president, the infrastructure of America can provide.