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“Dylan, the SemiAnalysis guy, Dylan Patel, wrote a piece where he said Jensen's actually sandbagging the number. The real figure isn't 35 times at all. It's 50x.”
“and Jensen Huang saying and making the announcement that they are now starting to produce those chips.”
“This is really important, too. So these are the chips that they've designed specifically for the Chinese market. And Jensen Huang saying and making the announcement that they are now starting to produce those chips.”
“And then this is where Jensen goes on CNBC and he makes this argument that, 'Oh, don't worry. Uh, software companies shouldn't sell off because AI agents well they could just go use the software instead of humans and like why go make a new software just use that software'”