Matt Nahm, welcome to Allin. >> Thanks, David. I have no idea who you are. Who are you? I mean, you're a guy who kind of popped up running for governor of California last minute. How'd that come about? And who is Matt Mayan? >> Well, David, like everybody, I'm frustrated with a state that keeps spending more and seemingly getting less, which is why I jumped in. But to back up, I grew up in a little farming town here in California, a town called Watsonville, where your strawberries come from. Home >> I do wo ...

I think that every engineer is going to have a hundred agents. Everything that's too big, too heavy, takes too long, those ideas are all gone. >> You're reduced to creativity.That's right. What can you come up with. >> Exactly.Now, the question is, how do you work with these agents. Well, it's just a new way of doing computer programming. In the past, we code. In the future, we're going to write ideas, architectures, specifications. We're going to organize teams.We're going to help them define how to evalua ...

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physical AI as a large category. It's technology industry's first opportunity to address a $50 trillion industry that has largely been void of technology until now. And so we need to invent all of the technology necessary to do that.>> We had this very weird I don't know I want to call a lost decade or 20 years of Boston Dynamics. Google bought a bunch of companies. They then wound up selling them and spinning them out where people just thought robotics is just not ready for prime time.We invented the indus ...

The conversation we've had on the pod a number of times is, "Oh my god, look at the token usage in our companies. It is growing massively. And some people are asking, hey, when I join a company, how many tokens do I get cuz I want to be an effective employee?" You've postulated, I believe, $75,000 in tokens for each engineer or something like that. So, are you spending in Nvidia a billion, $2 billion on tokens from your engineering team right now. >> We're trying to.Let me give you a thought experiment. Let ...

It is not a biological being. It is not alien. It is not conscious. It is computer software.We say things like we don't understand it at all. It is not true. We understand a lot of things about this technology.>> If you were in the seat in the boardroom of Anthropic over that whole scuttlebutt with the department of war, what would do you think you would have told Daario and that team to do maybe differently to try to change some of this outcome and some of this perception. The first thing that I would say ...

(0:00) Jensen Huang joins the show! (1:00) Acquiring Groq and the inference explosion (9:27) Decision making at the world's most valuable company (11:22) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing (17:12) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes (21:22) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future (31:24) Open source, global diffusion, Iran/Taiwan supply chain impact (40:19) Self-dr ...

John Federman, thank you for joining us here on the All-In podcast for this All-In interview. Very excited to have you here today. I know you're in the middle of voting today.Sounds like the Save America Act might be starting its debate on the floor. Is that correct. >> I don't know.Like what what I've heard recently that they don't have the votes, but we will find. But I I don't have any special insight. I mean, it's it's going to be very close.I don't think it would if they do hit it, I don't see it more ...

This is one of the greatest philanthropic gifts in the history of humanity. People have just kind of glossed over to it because there's a lot of big numbers in the world, but we're talking about you and Susan sat down and said, "We're going to give a number." And that number was 567 billion. >> It's $250 to 25 million children ages 2 to 10 in zip codes where the median income is $150,000 or less.>> It's $6.25% billion. This is Social Security 2.0%. This is the biggest change to the social contract in Americ ...

When you look at the stack, you're like, damn, Tesla's got this. They are the Google of this era. I like to sort of break down the physical AI stack includes not just like, oh yeah, computation and I've got to have physical AI models, all the things you sort of think of.What about land development. That should be in that stack. What about chemistry.That needs to be in the stack. Manufacturing needs to be a stack. When you look at the stack, you're like, damn, Tesla's got this.They are the Google of this era ...