Qasar Younis
speaker
851 appearances
1 recordings
1 series
first heard Jul 2026
last heard 21 Jul
Qasar Younis’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
And we know their markets really, really well.
The things that Jensen knows is he knows his customers.
That's why NVIDIA does well, beyond the fact, obviously, they make a very complex technology.
It's like saying, how are governments dealing with AI?
It's such a broad topic.
And each manufacturer, even like you take Honda, Nissan, Toyota, three Japanese manufacturers with long legacies, they all approach it very differently.
They're roughly in a spectrum of, we're going to build to we're going to buy.
And both extremes, more than ever, we're going to buy is the common answer because they've been trying.
And we've been there the whole time.
For the folks that are going to build, we provide them tools.
And we talk a little bit about our new product that we're announcing here.
And then on the ones that just want to buy, we sell them the actual intelligence that goes on the machines.
We meet the customer wherever they're ready in their journey.
The more nuanced version of that is, you know, the reality is like every product is a different product.
And so the amount of silicon and amount of dollars you can put towards it, towards sensors, what the customer is willing to pay, all that depends on what actually gets in.
In the long horizon, all these things will be fully autonomous.
But the intermittent steps are very much what we saw in the PC, where you have this slow step up to one day that'll be like now nobody really looks at laptop specs and even maybe frankly, your phone specs.
But that's not the case from basically 85 to 2002, 2005, where finally people stop actually speccing at all.
And then they're really moving to laptops.
But there's a similar kind of 20 year, I think, horizon there.
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