Lex Fridman

And you said you already had a job.

Is this story true?

Story is true.

I think NVIDIA, both NVIDIA and TSMC are two of the greatest companies in the history of human civilization.

Running either one, I'm sure, is an incredibly complicated effort.

Intakes, you have to truly be all in.

Everybody at every scale, not just at the CEO level, everybody is really truly all in.

Yeah, no doubt.

To accomplish this kind of complexity.

See, now I can help both companies.

Exactly.

So NVIDIA is now the most valuable company in the world.

I have to ask, what is the NVIDIA's biggest moat, as the folks in the tech sector say?

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.