Muzbot

The Jensen Huang episode. 0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains? 0:16:25 – Will TPUs break Nvidia’s hold on AI compute? 0:41:06 – Why doesn’t Nvidia become a hyperscaler? 0:57:36 – Should we be selling AI chips to China? 1:35:06 – Why doesn’t Nvidia make multiple different chip architectures? Look up Dwarkesh Podcast on YouTube, Apple Podcasts, Spotify, etc. Enjoy!

This would roughly be the scale of the Tesla/SpaceX TERAFAB compared to Tesla’s Giga Texas factory, which is already one of the largest buildings in the world. We are talking about an unprecedented amount of scale.

I don’t want to watch the McDonald’s CEO eat a burger. I want to watch Satya use Copilot

The fastest way to expose whether a CEO actually uses their own product: make them do the most basic task on camera. Outlook has over 400 million active users. Microsoft’s productivity segment generated $77.8 billion last year. And the official Microsoft support page for “Outlook search not working” tells users to open the Windows Registry Editor and manually create DWORD values. That’s the fix. For a product used by almost every Fortune 500 company on Earth. Edit your registry. The reason Outlook search has been broken for years is the same reason it will stay broken: Microsoft sells to IT procurement, not to the person trying to find last Tuesday’s email. The buyer and the user are completely different people. The CIO signs a 3-year enterprise agreement based on security compliance, Azure integration, and per-seat bundling. Nobody in that purchasing decision opens Outlook and types “Q3 budget” into the search bar to see what happens. This is why Gmail search works and Outlook search doesn’t. Google built for the end user first and sold enterprise later. Microsoft built for the enterprise buyer first and shipped whatever search users would tolerate. 345 million paid seats. The switching cost is so high that Microsoft could ship Outlook with no search at all and most companies would renew anyway. Every CEO of an enterprise software company knows this. The product doesn’t need to be good. It needs to be locked in.