Stephen Witt

That's what these AI guys were.

They were mad scientists working off in the woods on weird projects that no one ever thought would succeed.

And JEDSA gave them the tools to not just kind of create the thing they wanted to create, but actually to create an entire ecosystem and industry around it.

So this is how the $0 billion market works.

You go to a place where not only is there no competition, there's almost no customers at all.

And then you hope that the fuel grows around what you've built.

Then you've locked them into your system because you were the only one providing it at the original thing.

And you build a whole ecosystem around it.

Jensen is doing this today.

I'm writing about a humanoid robotics right now for the New Yorker.

This is this coming wave of home humanoid robots.

They look and they move and they act like humans.

They're gonna be shipped.

into industry, into service jobs, and maybe even eventually into your home.

Well, to do this, you need a powerful AI inference chip, okay?

This is the chip that is basically the robot's, literally, it's its brain, right?

It's a robot brain.

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.