NVIDIA sold GPUs. Now Jason Calacanis @Jason says $NVDA is the frontier model in five domains, and Jensen Huang @JensenHuang did not push back. He points to Alpamayo, a reasoning-based self-driving model that needs far less training data because it reasons about situations it has not seen, instead of pattern-matching billions of hours of road footage. And a suite of biology models, ESM2, ESM Fold, AlphaFold 2, and Proteina Complexa, built for protein folding and drug discovery, because customers like Eli Lilly $LLY and Meta $META need the stack and do not have the scale to build it themselves. Our coverage separates that diversification claim from the "superintelligence already arrived" line Jensen used minutes later, follow for the read. Source: All-In Podcast -