NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative
Even if ChatGPT never existed, the tech giant NVIDIA would still be winning. The end of Moore’s Law—says NVIDIA President, Founder, and CEO Jensen Huang—makes the shift to accelerated computing inevitable, regardless of any talk of an AI “bubble.” Sarah Guo and Elad Gil are joined by Jensen Huang for a wide-ranging discussion on the state of artificial intelligence as we begin 2026. Jensen reflects on the biggest surprises of 2025, including the rapid improvements in reasoning, as well as the profitability of inference tokens. He also talks about why AI will increase productivity without neces…
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Chapters (18)
Jensen Huang Introduction
0:17
Biggest AI Surprises of 2025
4:12
AI and Jobs: New Infrastructure and Demand for Skilled Labor
9:03
Task vs. Purpose Framework in Labor
12:31
Solving Labor Shortages with Robotics
15:14
The Layer Cake of AI Technology
18:39
The Importance of Open Source
21:52
The Myth of “God AI” and Monolithic Models
23:54
Addressing the “Doomer” Narrative and Regulation
29:25
The Plummeting Cost of Compute and Tokenomics
35:09
The Return to Research
37:49
Future of Coding and Software Engineering
43:20
The Industries Due For Their “ChatGPT” Moments
46:00
The Evolution of Self-Driving Cars and Robotics
54:06
Energy Demand and Growth for AI
58:49
2026 Outlook: US-China Relations and Geopolitics
1:04:43
Is There An AI Bubble?
1:16:20
Conclusion
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No Priors Ep. 13 | With Jensen Huang, Founder & CEO of NVIDIA
No Priors: AI, Machine Learning, Tech, & Startups
No Priors Ep. 8 | With Neeva’s Sridhar Ramaswamy
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No Priors Ep. 7 | With Stanford Professor Dr. Percy Liang
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No Priors Ep. 1 | With Noam Brown, Research Scientist at Meta
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No Priors Ep. 9 | With Perplexity AI’s Aravind Srinivas and Denis Yarats
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No Priors Ep. 10 | With Copilot's Chief Architect and founder of Minion.AI Alex Graveley
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No Priors Ep. 11 | With Matei Zaharia, CTO of Databricks
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No Priors Ep. 12 | With Noam Shazeer
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No Priors Ep. 14 | With Sarah Guo and Elad Gil
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No Priors Ep. 2 | With Runway ML’s Cristobal Valenzuela
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No Priors Ep. 3 | With Stability AI’s Emad Mostaque
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No Priors Ep. 15 | With Kelvin Guu, Staff Research Scientist, Google Brain
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No Priors Ep. 4 | With Zipline’s Keller Rinaudo Cliffton
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No Priors Ep. 16 | With Mustafa Suleyman, Founder of DeepMind and Inflection
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No Priors Ep. 17 | With Karan Singhal
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No Priors Ep. 5 | With Huggingface’s Clem Delangue
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No Priors Ep. 6 | With Daphne Koller from Insitro
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No Priors Ep. 18 | With Kevin Scott, CTO of Microsoft
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No Priors Ep. 19 | With Anduril CEO Brian Schimpf
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No Priors Ep. 20 | With Sarah Guo and Elad Gil
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No Priors Ep. 21 | With Datadog Co-founder/CEO Olivier Pomel
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No Priors Ep. 22 | With Instacart CEO Fidji Simo
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No Priors Ep. 23 | With Snowflake's CEO Frank Slootman
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No Priors Ep. 24 | With Devi Parikh from Meta
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No Priors Ep. 25 | With Palantir's CTO Shyam Sankar
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No Priors Ep. 26 | With Weights & Biases CEO Lukas Biewald
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No Priors Ep. 27 | With Sarah Guo & Elad Gil
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No Priors Ep. 28 | With Khan Academy’s Creator Sal Khan
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No Priors Ep. 28 | With Khan Academy’s Creator Sal Khan (Japanese Version)
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No Priors Ep. 29 | With Inceptive CEO Jakob Uszkoreit
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No Priors Ep. 30 | With Vercel CEO Guillermo Rauch
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No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
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No Priors Ep. 32 | With NEAR’s Illia Polosukhin
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No Priors Ep. 33 | With Replit's CEO & Co-Founder Amjad Masad
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No Priors Ep. 34 | With Ginkgo Bioworks Co-Founder and CEO Jason Kelly
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No Priors Ep. 35 | With Sarah Guo and Elad Gil
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No Priors Ep. 36 | With Hubspot's Co-Founder Brian Halligan
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No Priors Ep. 37 | With Kawal Gandhi
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No Priors Ep. 38 | With Material Security Co-Founder Ryan Noon
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No Priors Ep. 39 | With OpenAI Co-Founder & Chief Scientist Ilya Sutskever
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No Priors Ep. 40 | With Arthur Mensch, CEO Mistral AI
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No Priors Ep. 41 | With Imbue Co-Founders Kanjun Qiu and Josh Albrecht
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No Priors Ep. 42 | With Sarah Guo and Elad Gil
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No Priors Ep. 43 | With Clara Shih, CEO of Salesforce AI
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No Priors Ep. 44 | With Former Square CEO Alyssa Henry
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No Priors Ep. 45 | With Reid Hoffman
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No Priors Ep. 46 | Best of 2023 with Sarah Guo and Elad Gil
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No Priors Ep. 47 | With Sourcegraph CTO Beyang Liu
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No Priors Ep. 48 | With Covariant CEO Peter Chen
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No Priors Ep. 49 | With Shopify VP of Core Product Glen Coates
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No Priors Ep. 50 | With Stripe Head of Information Emily Glassberg Sands
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No Priors Ep. 51 | With Notion CEO Ivan Zhao
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No Priors Ep. 52 | With Pinecone CEO Edo Liberty
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No Priors Ep. 53 | With AMD CTO Mark Papermaster
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No Priors Ep. 54 | With Sarah Guo & Elad Gil
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No Priors Ep. 55 | With Figma CEO Dylan Field
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No Priors Ep 56 | With Baseten CEO and Co-Founder Tuhin Srivastava
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No Priors Ep. 57 | With LangChain CEO and Co-Founder Harrison Chase
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No Priors Ep. 58 | The argument for humanoid robots with Brett Adcock from Figure
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No Priors Ep. 59 | With Sarah Guo & Elad Gil
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