Jensen Huang: prediction

Transcript context

…You have all the software. It’s just hard to imagine that there’s a long-term lock-in to the Chinese ecosystem, even if they have a slightly better open source model for a while. China is the largest contributor to open source software in the world. Fact. China’s the largest contributor to open models in the world. Fact. Today it’s built on the American tech stack, Nvidia’s. Fact. All five layers of the tech stack for AI are important. The United States ought to go win all five of them. They’re all important. The one that is the most important, of course, is the AI application layer. The layer that diffuses into society, the one that uses it most will benefit from this industrial revolution most. But my point is that every layer has to succeed. If we scare this country into thinking that AI is somehow a nuclear bomb, so that everybody hates AI and everybody’s afraid of AI, I don’t know how you’re helping the United States. You’re doing it a disservice. If we scare everybody out of doing software engineering jobs because it’s going to kill every software engineering job—and we don’t have any software engineers as a result of that—we’re doing a disservice to the United States. If we scare everybody out of radiology so nobody wants to be a radiologist because computer vision is completely free and no AI is going to do a worse job than a radiologist, we misunderstand the difference between a job and a task. The job of a radiologist is patient care. The task is to read a scan. If we misunderstand that so profoundly and we scare everybody out of going to radiology school, we’re not going to have enough radiologists and good enough healthcare. So I’m making the case that when you make a premise that is so extreme, everything goes from zero or infinity, we end up scaring people in a way that’s just not true. Life is not like that. Do we want the United States to be first? Of course we do. Do we need to be a leader in every layer of that stack? Of course we do. Of course we do. Today you’re talking about Mythos because Mythos is important. Sure. That’s fantastic. But in a few years time, I’m making you the prediction that when we want the American tech stack, when we want American technology to be diffused around the world—out to India, out to the Middle East, out to Africa, out to Southeast Asia—when our country would like to export, because we would like to export our technology, we would like to export our standards, on that day, I want you and I to have that same conversation again. I will tell you exactly about today’s conversation, about how your policy and what you imagined literally caused the United States to concede the second largest market in the world for no good reason at all. We shouldn’t concede it. If we lose it, we lose it. But why do we concede it? Now nobody is advocating an all or nothing. Nobody’s advocating all or nothing, meaning we ship everything to China at all times. Nobody’s advocating that. We should always have the best technology here. We should always have the most technology here, and the first. But we should also try to compete and win around the world. es. Nobody’s advocating that. We should always have the best technology here. We should always have the most technology here, and the first. But we should also try to compete and win around the world. Both of those things can simultaneously happen. It requires some amount of nuance, some amount of maturity instead of absolutes. The world is just not absolutes.…

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