alt Hacker News+1. Jensen getting really heated when pressed by Dwarkesh over China during his interview can be seen in new light now.
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Link to the interview https://youtu.be/Hrbq66XqtCo?t=3457
Also got a similar vibe from him during Ezra Klein interview but Ezra was better at keeping it on rails.
but how do you explain China refusing to buy nvidia chips ???
I remember listening to that and thinking, this sounds like a guy who is primarily focused on selling chips and is brushing away legitimate concerns in a way that, I just did not find very compelling. A little bit too much protest you might say. Not to say there isn't or wasn't validity to his arguments, but in light of the current circumstances it seems to me that those arguments are quite a bit less valid than they were, and I've certainly swung my personal opinion from being on the fence to a hard no to selling these chips to Chinese buyers.
If the Chinese Communist Party are going through such great lengths to obtain these advanced Nvidia chips, it further invalidates a lot of what I've been reading here and elsewhere about China "catching up" or that being the leading models isn't what matters (commoditization). You don't do stuff like this unless you really need something.
I watched the interview. I think the arguments made sense. People get heated talking about the colour of an object they can both see. I wouldn't want to project reasons for heated behaviour.
For the record I think that less than half of the people who thought the dress was black and gold were being influenced by the Chinese government to take that position.
He doesn’t seem too heated to me. Maybe it was just the way this awful interviewer took 3 minutes to finish asking the question.
Yeah call me crazy but I don't see the need to sell the cutting edge chips to China if you're already a trillion dollar company. Sure more money is nice, but not living under the thumb of a global dictatorship is nice too.
If the sale is not about money or share price then maybe it's ideological.
He was so unhinged and angry. Ppl just ignored it at the leather jacket glazing time s
LMAO Dwarkesh is stupid ass
Yeah but Dwarkesh is completely wrong and the fact he couldn't see this made me think differently about him.
Money is like oxygen. If you deny oxygen/money to the Chinese chip market, they can't grow as fast. By supplying China with chips, all the money will go back to the US and not enough money will go to Chinese chip manufacturers to help them advance the way Nvidia can.
This is what Jensen was saying and he is 100% correct here. The chip ban to China will really help them catch up because the money will recirculate since they have no choice but to buy Chinese chips, and in the end it will make them much stronger.