Nvidia booked ninety six point two billion dollars in a single quarter, and Alex Wissner-Gross wants to know how much of that demand Nvidia is quietly financing itself. Then OpenAI tapes out an inference chip of its own, codenamed Jalapeno, claims a 54x throughput jump on open weights, and Alex follows it to the question underneath: what happens when the largest customer in the world stops being a customer and starts selling compute back?
Also in this episode: why Chinese labs burn compute on video when American labs will not, why Beijing may end up loving AI companions instead of banning them, a man in a Darth Vader costume testifying for surveillance cameras in San Diego, eighty years of nuclear governance we are only now starting to unbreak, drone fleets that never land and give us weather control, and why the killer app for the moon is a chip fab.
"Do it now. Otherwise, do it never."
Sourced from the Moonshots Podcast with Peter Diamandis, Salim Ismail, Dave Blundin and Alex Wissner-Gross, EP284. Full original episode, please go watch it and subscribe to them: https://www.youtube.com/watch?v=tfBEWh9ibfU
The ASI Pill takes the exponential seriously and follows it all the way to its conclusions. Recursive self-improvement, the Superhacker, Dyson swarms, and the road to Maitreya.
#ASI #AGI #Singularity #AlexWissnerGross #OpenAI #Nvidia #Moonshots #AIChips #Superintelligence #Jalapeno #FutureOfAI #Exponential
TIMESTAMPS:
0:00 Intro
0:25 Is Nvidia financing its own demand
2:42 Two kinds of circular economy
3:37 SpaceX, Optimus and the Dyson swarm
5:15 Why China spends compute on video
7:47 The CCP will love AI companions
10:11 Flock cameras and the panopticon
12:03 Let everyone watch everyone
12:23 Why 90s sci-fi saw it clearly
13:49 Agency is the last human edge
15:14 Now they fear too much compute
15:49 OpenAI's Jalapeno chip
18:15 OpenAI Compute hosts Anthropic
18:25 Apple fumbled its own hardware
20:06 Nuclear governance broke in 1946
23:35 Drone swarms and weather control
25:19 The last pre-AI cancer drug
27:22 Regrowing tooth enamel
28:45 If there is no AI, why bother
29:00 The Broken Waymos Theory
29:32 The moon's killer app is a fab
31:06 The lunar petafab gets its wings
