Jensen Huang says we've achieved AGI when an AI can build a billion-dollar app then immediately die. The AGI debate has one definition problem. Jensen Huang gave Lex Fridman a one-word answer. "I think it's now," Huang says. "I think we've achieved AGI." The reason is the small "forever" clause Lex didn't include. "You said a billion, and you didn't say forever." "It is not out of the question that a Claw was able to create a web service, some interesting little app that all of a sudden, a few billion people used for 50 cents, and then it went out of business again shortly after." "We saw a whole bunch of those type of companies during the internet era, and most of those websites were not anything more sophisticated than what OpenClaw could generate today." The bar isn't an AI that runs Apple. The bar is an AI that builds a dotcom-era app that goes viral and dies. "It's happening right now," Huang says. "When you go to China you're gonna see a whole bunch of people teaching their Claws to go out and look for jobs and do work, make money." Jensen Huang isn't asking when AGI arrives. He's pointing at the AI agents already on the way to a job interview. They're already filling out the application. P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history's greatest thinkers. 5,000+ downloads. 113 five-star reviews. Grab a free copy here: If you're new here, follow @GeniusGTX for content on the greatest minds in economics, psychology, and history. — Jensen Huang ( @nvidia ), NVIDIA CEO, on Lex Fridman's ( @lexfridman ) podcast

Jensen Huang defies the odds of marketing. "I took our product back to Dell and HP and IBM and Gateway, and they all told me it was too much money. You're well outside of the boundaries of what they're willing to pay for." "When your customers all tell you not to do something, the question is then what do you do?" "For the first five years of our company, we just turned off our blinders and said we're going to ignore customers." "Sometimes you have to ignore your customers. The reason for that is because they don't know the nature of your business. While the industry is being created, before there's common sense about the rules of that business, there is no way they can possibly know." PS. If you found value in this post make sure to like and repost this tweet + follow @uncover_ai to stay updated with the latest AI news. See you in the next one:

JENSEN HUANG WAS ASKED WHO IS USING AI BETTER THAN ANYONE ELSE IN THE WORLD His answer wasn't OpenAI. It wasn't Google. It wasn't even Nvidia itself. Here's what he said on CNBC: "Nobody uses AI better than Meta." He explained that Meta went from a classical recommender system running on CPUs to a generative AI agentic system making recommendations across the entire platform. "Everything from the way social media works and the way they recommend ads and help advertisers create content has fundamentally been changed. And their earnings show it." "That's the reason why they're investing so hard. They see a much larger future potential for it." Mark Zuckerberg $META is spending $70B+ on AI this year.

Jensen Huang did not label Marvell a "connectivity company"; he argued that once computing is disaggregated and distributed across the data center, connectivity becomes the necessary layer. On that basis he called Marvell "essential" to how AI data centers are evolving. The "connectivity equipment" framing is the reporters' paraphrase, with only "essential" appearing as his direct word.

Jensen Huang is Bullish on Palantir The President is Bullish on Palantir Prof is Bullish on Palantir My neighbour is bullish on Palantir You can’t possibly have any doubt now $PLTR

Jensen Huang: "Intelligence is not top of my list of things I value about my abilities." Someone asks: what's the real skill that separates great builders from everyone else? Huang responds: "I hope you believe in something, something unconventional, something unexplored, but let it be informed and let it be reasoned. Then dedicate yourself to making it happen." He offers a test: "Of all of the things that I value most about my abilities, intelligence is not top of that list. My ability to endure pain and suffering, my ability to work on something for a very, very long period of time, my ability to handle setbacks and see the opportunity just around the corner ... I consider to be my superpowers." On why he doesn't wait for perfect markets: "We chose a market with no customers, a $0 billion market, and it was robotics. We built the world's first robotics computer processing an algorithm nobody understood at the time called deep learning. Ten years later, I can't be happier with what we've built." He explains why timing rarely works the way people expect: "One setback after another, we shook it off and skated to the next opportunity. Each time, we gained skills and strengthened our character. Our company is really hard to distract and really hard to discourage." Huang points to a lone gardener at the Silver Temple in Kyoto, carefully picking dead moss with a bamboo tweezer from a garden the size of a courtyard: "He said, 'I have cared for my garden for 25 years. I have plenty of time.' That was one of the most profound learnings in my life." He shares a thought experiment: "I begin each morning by doing my highest priority work first. Before I even get to work, my day is already a success. I've already completed my most important work and can dedicate my day to helping others. When people apologize for interrupting me, I always say I have plenty of time... and I do." On getting lucky with breakthroughs: "We did well in 2012 because Hinton, Krizhevsky, and Sutskever used our GPUs to win ImageNet. We did well because we believed in deep learning before anyone else did. If you build it, will they come? Our logic was: if we don't build it, they can't come." Then he delivers the point: "I hope you find a craft you want to dedicate your lifetime to perfecting, to hone the skills of, and let it be your life's work. But you don't want to spend your life waiting for the perfect moment to start.

Jensen Huang says the PC is about to be reinvented, just like the phone became the smartphone In the future, every house has an AI supercomputer, like a home theater — running all your agents and assistants, working for you all the time "more like R2-D2 or C-3PO than a PC"

JENSEN HUANG SAID THAT ELON MUSK WAS THERE FOR HIM AS A CUSTOMER AT A TIME WHEN NO ONE ELSE WAS. AND HE CLAIMED THAT ELON MUSK IS THE ORIGINAL FOUNDER OF OPENAI AND CHATGPT. “WHEN I ANNOUNCED THIS PROJECT, NO ONE IN THE WORLD WANTED IT. I DIDN’T HAVE A SINGLE PURCHASE ORDER. NO ONE WANTED TO BUY IT, NO ONE WANTED TO BE PART OF IT, EXCEPT ELON. HE WAS THERE AT THE EVENT, AND WE WERE ENGAGED IN A FIRESIDE DISCUSSION ABOUT THE FUTURE OF SELF-DRIVING CARS.”

Jensen Huang just called out every CEO using AI as an excuse to fire people. He says layoffs tied to AI “don’t make any sense” because “AI just arrived.” “The narrative that connects AI to job loss… it is just too lazy.” “AI has just arrived. How is it possible they’re already losing jobs?” “How is it possible that AI became productive and useful only 6 months ago, and they were somehow laying people off two years ago because of AI?” “It doesn’t make any sense. It was just a way for them to sound smart. And I REALLY HATE that.” A recent survey of nearly 6,000 executives found that 89% of companies have seen no measurable productivity gains from AI. Here we have the CEO of the most valuable AI company on earth, NVIDIA, telling you that the layoffs you’re seeing are not about AI. They’re about CEOs who found a convenient story and ran with it. And he hates it.