Lex Fridman

The edge you have that protects you from the competition.

Well, how does the CUDA install base evolve into the future with AI factories as a moat?

Do you think it's possible that NVIDIA of the future is all about the AI factory?

So mentally, you're actually, when you're thinking about a single unit of compute, you're like...

Literally, when you go to bed at night, you're thinking now about collection of racks, so pods, not individual chips.

What do you think about the space angle that Elon has talked about doing compute in space for solving some of the... It makes some of the energy issues in terms of scaling energy easier.

Cooling issues is not easy.

Cooling.

Well, there's a large number of engineering complexities involved with that.

So what... NVIDIA has also announced that...

You're already thinking about that.

How crazy of an idea do you think it is?

Like, is this five years out, 10 years out, 20 years out?

So we're talking about blockers for AI scaling.

Yeah, there's a lot of low-hanging fruit here on Earth that we can utilize for the AI scaling.

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