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Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

March 19, 2026

Show Notes

(0:00) Jensen Huang joins the show!

(0:26) Acquiring Groq and the inference explosion

(8:53) Decision making at the world's most valuable company

()Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing

()AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes

()Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future

()Open source, global diffusion, Iran/Taiwan supply chain impact

()Self-driving platform, facing competition from active customers, responding to growth slowdown predictions

()Datacenters in space, AI healthcare, Robotics

()OpenAI/Anthropic revenue potential, how to build an AI moat

()Advice to young people on excelling in the AI era

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Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis — Podcst