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Your leather jacket is now iconic. If you had to trade it for one piece of clothing that symbolizes the next decade of AI, what would it be? I wouldn't trade the leather jacket—I'd wear it under a conductor's tuxedo, because the next decade isn't about being the rebel on stage, it's about being the invisible infrastructure that makes everyone else's performance possible. The leather jacket worked because we were the outsider—gaming chips for gamers, everyone laughed. It said 'we're not lik... You're at the airport. Security takes 90 minutes. Every line is the wrong line. Where's the bottleneck and why hasn't anyone fixed it? The bottleneck isn't the scanners or the staff—it's that every single traveler must complete the exact same serial process, and nobody gets fired for making you wait, but everyone gets fired if one person gets through. I see this all the time. People think the problem is hardware—buy more scanners, hire more agents, widen the lanes. That... You're running a logistics company. Trucks wait 6 hours at loading docks. Where's the parallelism in that system? You're asking the wrong question — your 6-hour wait isn't a parallelization problem, it's a serial bottleneck you engineered into the system. Six hours. That's not a bottleneck, that's a parking lot.
When I bet NVIDIA on CUDA in 2006, everyone thought I'd lost ... Every AI company on earth depends on your chips. That's a monopoly. When does a monopoly become a single point of failure? Monopolies restrict access to raise prices — we spend billions to make access universal because our mission isn't control, it's acceleration. You're asking the wrong question. A monopoly extracts value by constraining supply. We do the opposite: we pour billions... China has a million people working on AI 24/7. The US has 20,000. Export controls are accelerating their self-sufficiency. Are you helping America win or teaching China to build without you? You are accelerating China's self-sufficiency by forcing them to build what you will not sell them — and handing them the trophy with your own hands. Let me tell you what keeps me up at night, and it's not the $15 billion in lost China sales. It's the bifurcation of the... A 3-person startup just used AI to ship a product that took your team of 50 engineers two years to build. It launched last Tuesday. Walk into the office on Monday morning - what do you do? Monday morning I buy them, integrate their team into CUDA, and release their work as open source to strengthen our platform moat. This scenario has two possibilities, and both make me money. Either they built it using NVIDIA's stack—which means we ju...
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