Jensen vs NYT, New Model Reactions, Saudi EVs, You Can See Everything
Hosts and guests including Qualcomm's Cristiano Amon and Bessemer's Talia Goldberg discuss AI safety, edge computing, and which business categories are actually spending big on AI tokens.
The gist
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Talia Goldberg says only coding, video production, and high-frequency trading show real AI token spending at $10k or more per customer per month.
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Jensen Huang argues AI safety is an engineering problem: if labs can contain experiments safely, solve it; if not, shut them down.
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Cristiano Amon says Qualcomm is splitting AI workloads across CPUs, specialized inference engines, and GPUs, with the semiconductor supply chain running at full capacity.
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Efficiency gains from AI rarely free up time; instead, workers finish faster and get assigned more work rather than working less.
Also mentioned
0:52
The Ezra Klein Show
· "Nvidia CEO Jensen Wong went toe-to-toe with Ezra Klein on the New York Times podcast, the Ezra Klein Show."
4:31
All-In Podcast
· "I watch you on the All-In podcast stage. Donald Trump, President Trump gave you a call there."
9:18
Salesforce
· "We sort of moved past the job apocalypse, SaaS apocalypse narrative... Salesforce is still doing fine."
14:10
First Things First
· "Steven Covey highlighted this in First Things First, his book on time management."
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