Lex Fridman Podcast / episode intelligence
Speakers in the public record
Claim mix
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
24 published records
01 / evaluation
“Yeah, thanks for that question. So first of all, the reason why extreme co-design is necessary is because the problem no longer fits inside one computer to be accelerated by one GPU.”
02 / belief
“I think the gamers might also appreciate that in the last couple of years, we introduced skin shaders to the game developers.”
03 / belief
“Ah, what you said, I think accurately, that the AGI timeline question rests on your definition of AGI.”
04 / uncertainty
“Three decades, I don’t know how many tens, hundreds of billions of dollars of business we’ve done through them, and we don’t have a contract.”
05 / belief
“I think the things that give me incredible hope is what I see now as possible, and as I extrapolate based on the things that we’re doing, what will very likely happen.”
06 / commitment
“Now, the odds of 100,000 of those agents building NVIDIA is zero percent. And then, and then the one part that I will, I won’t do and I wanna make sure we all do, is to recognize that people are really worried about their jobs.”
07 / belief
“I think their perspective makes sense and I could see where they’re coming from, because I don’t love AI slop myself.”
08 / belief
“I would say Doom, from an art, the intersection of the cultural implication as well as the industry, turning a PC into a gaming device.”
09 / uncertainty
“I think whenever you have transformative technology like that’s coming with artificial intelligence, there’s going to be a lot of pain, and I don’t know what to do about that pain.”
10 / belief
“I think people are very sensitive to human faces. And we’re now living in this moment, which I think is a, is a beautiful one, which is people are sensitive to AI slop.”
11 / belief
“” You know, it… That’s the part that I think most people don’t realize is the person who’s gonna be chatting with them, texting them most, is their, is their claws or lobster.”
12 / belief
“You’re originally from Taiwan and have a close relationship with TSMC. So I have to ask TSMC I think also is a legendary company in terms of the engineering teams, in terms of the incredible engineering work that they do.”
13 / belief
“Beautifully put. So long as it obeys the laws of physics on first principles, I think we’re good.”
14 / belief
“I think NVIDIA, both NVIDIA and TSMC are two of the greatest companies in the history of human civilization.”
15 / evaluation
“Because a computing platform is all about developers. And developers don’t come to a computing platform just because, you know, it could perform something interesting.”
16 / prediction
“Most of the time we’re nowhere near the worst case condition and we’re probably running around, call it 60% of peak. And so 99% of the time, our power grid has excess power, and they’re just sitting idle, but they have to be there sitting idle because just in case, when the time comes, hospitals have to be powered and, you know, infrastructure has to be powered and airports have to run and so on and so forth.”
17 / recommendation
“I would target CUDA most. And that’s the reason that I think in the final analysis is our first, that’s even our first- … core advantage.”
18 / evaluation
“CUDA, step by step by step we… Well, the putting CUDA on GeForce, that was a strategic decision that was very, very hard to do, because it cost the company enormous amounts of our profits, and we couldn’t afford it at the time.”
19 / evaluation
“The second thing that you and I just talked about goes beyond CPUs and GPUs and networking chips and scale up switches and scale out switches. And then of course, you gotta include power and cooling and all of that because all these computers are extremely power hungry.”
20 / evaluation
“There were… You know, there’s several other competing architectures. But the thing that… The decision that we made that was good was we said, “Hey, look, ultimately it’s about install base and what is the best way we could get a new computing architecture into the world?”
21 / evaluation
“I don’t think there’s anything about anything that we’re building that would suggest that two different computers being presented with all of exactly the same context would perfo- Of course, it would produce statistically different outcomes, but it’s not because it felt different.”
22 / prediction
“It’s a product generation unit. And so when you look at it in that context and then you back into what is NVIDIA’s, what does NVIDIA sh—what does NVIDIA do and how much of that new economics, new industry would we have to benefit t—to address, I think we’re gonna be a lot, lot bigger.”
23 / prediction
“” Then, of course, I would feel very differently about it, but I think the last five years has given me more confidence than the previous ten years.”
24 / evaluation
“You know, everybody can build their own chips. And, and that was always illogical to me because inference is thinking, and I think thinking is hard.”