All-In with Chamath, Jason, Sacks & Friedberg The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
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Mar 29, 2025 Dive into the competitive world of AI as the U.S. faces off against China in a tech rivalry. Discover the implications of CoreWeave's impending IPO and what it means for NVIDIA's foothold in the market. The conversation also takes a serious turn with discussions on tariffs and the politicized landscape of immigration policies, particularly around deportations under the previous administration. Plus, get a light-hearted touch with playful anecdotes, making complex topics surprisingly engaging.
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Jensen's Favorite
- Gavin Baker was the only public equity investor Jensen Huang invited to NVIDIA's event.
- Baker has known Huang for 25 years and notes Huang's consistent personality.
NVIDIA's Strategic Investments
- NVIDIA invested in neoclouds like CoreWeave to diversify its customer base and reduce reliance on hyperscalers.
- This strategy mitigates the risk of a few large customers controlling NVIDIA.
NVIDIA's Accounts Receivable
- NVIDIA's increasing accounts receivable is due to the complex product transition from Hopper to Blackwell.
- This transition requires significant infrastructure changes for customers, impacting payment cycles.