Lex Fridman

We got Perplexity for curiosity-driven knowledge exploration, Shopify for selling stuff online, Element for electrolytes, Finn for customer service AI agents, and Quo for a phone system like calls, texts, contacts for your business.

Choose wisely, my friends.

And now, back to my conversation with Jensen Kwong.

Do you think NVIDIA may be worth investing

10 trillion at some point?

Let's ask it this way.

What does the future of the world look like where that's true?

Yeah, this view of token factories, essentially, this token per second per watt and every token having value.

Like it's an actual thing that brings value and it brings different kinds of value, different amounts of value to different people with value.

That's the actual product.

It really can be loosely thought of as the token.

And so you have a bunch of token factories and it's very easy, first principles to imagine a future given all the potential things that AI can solve that you're going to need an exponential number more of token factories.

Wait, are you saying open clause iPhone?

Yeah.

That says something.

Yeah.

There's something truly, as you know,

something truly special happening from about December where people really woke up to the power of cloud code of codex of open claw.

Um, I mean, I've embarrassed to admit that in the way here in the airport,

This is the first time I've done this in public.