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This week on Built 2 Scale, we explore Jensen's conquest of capitalism through circular AI investments, Meta's Ray-Ban AR breakthrough, and the device-less future where your home becomes the computer....
This episode explores Jensen Huang's strategic circular investments creating a self-reinforcing AI capital cycle, Meta's successful Ray-Ban AR glasses as the bridge to a device-less future, and the shift toward autonomous homes as computing platforms. The hosts discuss practical AI implementation strategies for existing companies, the importance of human skills like influence and trust in an AI-automated world, and provide updated AI power rankings following major industry moves.
Deep dive into how NVIDIA's investment strategy creates immediate 30% returns by investing in companies that become customers. When NVIDIA invests, stock prices surge, giving those companies more capital to spend on NVIDIA products, creating a self-reinforcing cycle that may have 'conquered capitalism.'
Discussion of emerging trend where employees use AI to negotiate salaries and employers use AI to counter-negotiate. Explores implications for job applications, interviews, and the return to valuing baseline human intelligence and soft skills in hiring.
Analysis of Meta's successful AR glasses launch using Ray-Ban partnership, positioned as the bridge technology from smartphones to device-less future. Discusses business applications, exercise use cases with Oakley integration, and why glasses architecture is the right form factor for AI integration.
Vision for homes as computing platforms with on-premise edge AI workstations and IoT sensors throughout. Discusses how autonomous home architecture changes room design, eliminates traditional workspaces, and creates new possibilities for family interaction spaces.
Discussion of Oura Ring raising $900M at $10B valuation after selling 3M rings and generating $1B revenue. Explores whether users will stick with Apple ecosystem or adopt minimalist single-purpose devices for health tracking.
Practical discussion on how 3-year-old companies can implement AI agents without being incumbents. Covers hiring AI operations leads, screen recording for workflow analysis, and the balance between human expertise and automation.
Analysis of which human skills remain valuable in AI age. Identifies influence (ability to get 100 people to act), trust, respect, presence/aura, and taste as difficult to automate. Discusses scaling technical skills through agent management.
NVIDIA invests in UK autonomous vehicle company Wavy, which uses camera-only approach like Tesla rather than expensive LiDAR like Waymo. Jensen calls it next trillion-dollar company, validating the economical camera-based model.
The Boring Company completes pedestrian tunnel in Texas using fully autonomous rig with zero humans in tunnel. Targeting 1% of traditional tunneling costs (from $1B/km), potentially solving infrastructure gridlock in high-regulation areas.
Revised top 5 AI power rankings following Jensen's Intel investment and circular capital strategy. Jensen returns to rankings, forming 'holy trinity' with Elon and Demis. Sam Altman moves up on rumors of exclusive $200/month ChatGPT features.
Autonomous Cars, Autonomous Tunneling and… Autonomous Homes?
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