OK, my last All-In Summit summary (see previous posts for more), took place yesterday but I’m just getting around to posting it now: Jensen Huang, Nvidia CEO. Standing ovation for Jensen. Everyone loves him. Was immediately asked about Dario’s essay. Jensen says it contains a false choice: Safety or creating frontier tech. You can do both at the same time. He also ridiculed the 10% prediction of humanity apocalypse saying it wasn’t grounded in science. It’s a made up number. He said saying things like that is very irresponsible. He gave a bunch of examples of wrong AI predictions: Radiologists out of work, 100% wrong. By now, 90% of code to be generated by AI, also wrong. 50% of entry job to be wiped out, wrong. Jensen said that frontier labs must take accountability for all these stupid predictions. Regulations should solve actual problems. Frontier labs are where the dangers come from since they have the most compute. So he called on them to just dig into details and get engineering & processes done better. RSI (recursive self improvement) is the newest boogieman. He doesn’t believe AIs will spiral out of control. In general, he gave a very grounded engineering perspective. Jensen talking up their acquisition of Hugging Face. He gave this statistic: $400B of VC money has gone into AI native companies last 6 months, 80% of which use open models. With respect to competing with China. He made the observation that the last Industrial Revolution in the 1700/1800s all came from European inventions, but Americans did a better job of exploiting them. The analogy is that even if China makes great open source models, and eventually leading process node chips, the US should be able to exploit AI better than China. Jensen definitely sees AI as a new Industrial Revolution. He said that Nvidia will go up as far they need to in the technology stack, but stay as low as possible. The rest of industry should do the AI end user and business applications. Will Nvidia develop frontier models? He said they already have five frontier models, but they are specialized. He cited Alpamayo for self driving cars and ESM-2 for protein folding. When specifically asked whether Nvidia chips could be manufactured at Tesla/SpaceX’s Terafab, he sidestepped and said you can’t discourage Elon from doing anything. He predicted that China will have advanced lithography by 2030. With regard to super intelligence, he stated that we’re already there if you look at narrow AI (eg. self driving cars and protein folding). Finally, on AI doomers, he commented that if you’re under 35 you’re likely to be a doomer, over 35, far less likely and he postulated that older people have just lived through so many “this time it’s different, the end of the world really is coming” busted narratives.