IceCream.ron
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@IceCream_ron
Athlete 🏈 , Entrepreneur 💰, Husband, Father 👨👩👧👧, Web 3 🚀, @ronin_network maxi, Co-founder with @darrellpeeden @defientsports - launching 2025 .
Here's my conversation with Jensen Huang, CEO of NVIDIA, the most valuable & one of the most influential companies in the history of human civilization. It is the engine powering the AI revolution. This was a fascinating & inspiring conversation, in parts super-technical on engineering of every part of the AI stack, memory, power, supply chain (TSMC, ASML, etc), in parts about leadership & psychology, and in parts personal & philosophical about life, consciousness, mortality, and human nature. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Introduction 0:33 - Extreme co-design and rack-scale engineering 3:18 - How Jensen runs NVIDIA 22:40 - AI scaling laws 37:40 - Biggest blockers to AI scaling laws 39:23 - Supply chain 41:18 - Memory 47:24 - Power 52:43 - Elon and Colossus 56:11 - Jensen's approach to engineering and leadership 1:01:37 - China 1:09:50 - TSMC and Taiwan 1:15:04 - NVIDIA's moat 1:20:41 - AI data centers in space 1:24:30 - Will NVIDIA be worth $10 trillion? 1:34:39 - Leadership under pressure 1:48:25 - Video games 1:55:16 - AGI timeline 1:57:29 - Future of programming 2:11:01 - Consciousness 2:17:22 - Mortality
Jensen Huang: the character of a company is the most important thing “The character of a company is what makes it ultimately successful,” Jensen begins. “How resilient is it? How does it deal with adversity? How does it deal with learning when it’s presented with new assumptions? If the conditions change, how agile is the company?” Jensen elaborates on how you instill these values in a company: “You talk about it. You teach it. You live it. Nvidia’s really fortunate because we suffered so greatly in the beginning. For the first 15 years of our company, it was one adversity after another. Maybe 5-7 times it was existential.” It ultimately comes down to the character of the people. “It’s the people’s resilience,” He argues. “A company is made of people. It’s not made of the document that describes the culture. It’s not the inscription of the core values on the building. That’s not what makes the company’s culture. It’s the people and how the company overcame existential crises or incredible adversity — the agility, cleverness, creativity, ingenuity, will power, and incredible ability to suffer extraordinary pain — that is the corporate character.” Jensen once remarked, “my will to survive exceeds almost everybody else’s will to kill me.” He elaborates on what he meant by this: “It’s pretty hard to discourage me, and if I believe in something, I’m just going to keep doing it until it’s done and until we’re great at it. It’s hard to deter me. It’s hard to distract me. It’s hard to discourage me. In my mind, it’s always, ‘How hard can this be?’ And it turns out that every time it’s incredibly hard. But I’m surrounded by amazing people helping me.” Video source: @NorgesBank (2023)
🚨 CRYPTO: ROBLOX OVERHAULS AD POLICY TO TAKE A CUT OF CREATOR SPONSORSHIP DEALS Starting May 4, $RBLX redefines what counts as an ad on its platform. If a brand is paying you or you're promoting an off-platform product, that's now classified as advertising. And Roblox wants its share. The move lets the platform capture revenue from sponsorship deals that previously flowed directly between creators and brands. Until now, Roblox mainly earned through its Developer Exchange fees on in-game purchases. Context: Morgan Stanley projected Roblox ad revenue hitting $1.2B by 2026. Creator studios are already pushing back, calling the platform a competitor instead of a partner. With 151M+ daily active users and 210+ brands active on the platform, Roblox is betting that controlling the ad layer is worth the creator friction.
We’re honored to announce MLB has named Polymarket as their Exclusive Prediction Market Exchange Partner. Polymarket 🤝 MLB
Joining Ronin Radio! Let's discuss, the L2 migration, Atia's Legacy playtest 2, Moku, and more 🫡
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