Stephen Witt

So who was building robotic inference chips in 2017 when there was no robotics industry trying to buy this stuff?

It was Jensen and it was Nvidia.

I've talked to maybe 40 robotics manufacturers in the past three or four months.

Every single one without exception runs on an Nvidia Thor Jensen chip in its brain.

He's a monopoly on the robotics inference market, which did not exist until he invented it.

Right, so probably the most important thing is like, are we in an AI bubble, right?

Like is this, so NVIDIA is not actually overvalued in classic metrics, right?

It's 4P is 21, which is not some insane number.

The question is, is that EE sustainable?

Will it materialize, right?

And so Jensen has spent the last year trying to more or less guarantee that it will.

The big thing that has happened since my book came out is obviously we've had the Trump administration come in and Jensen has got really personally close to Trump.

They've appeared in public six or seven times.

You know, all of the Silicon Valley guys went towards Trump, but Jensen went towards him the most aggressively.

And if I'm being real, I think he's been maybe the best at sort of

manipulated Trump to get what he wants out of him.

He's extraordinarily skilled at that.

And Trump is, you know, somewhat erratic figure.

He's difficult to predict what he's going to do.

But so far, every decision he's made at the geopolitical level has been in line with Jensen's interests, which is pretty extraordinary.