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Jensen vs. Dwarkesh on China Chips


Dwarkesh Patel talked to Jensen Huang in this video, and I wanted to make a couple of points about it.

I take Jensen’s point about not wanting to give up a tech stack to a competing country — wanting them reliant on us going forward.

But Jensen was WAY too dismissive of Dwarkesh’s repeated point.

Isn’t it dangerous to give them the best fucking chips in the world, which makes them more dangerous RIGHT NOW as an adversary?

Jensen would not listen. He just kept repeating his point over and over.

It really reminded me of the line that it’s hard to make someone understand something when their paycheck depends on them NOT understanding it.

The absolute worst part of the interview for Jensen was when he was properly pinned down, just once, about them using the best chips to harm us. Jensen said something like:

Well, that’s why our researchers need to collaborate with their researchers and sort it out.

No. There is no “sorting it out.” China is in full mercenary mode. Has been for like a decade.

They’re blatantly stealing anything they can, from anyone and everyone. And they will say or do anything to pretend they’re not — and to get an advantage along the way.

Dario (and Dwarkesh, in his echoing of the argument) is completely right here.

And the only reason Jensen doesn’t see it is because it’s bad for NVIDIA’s business to see it.



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