On Dwarkesh Patel's Podcast With Nvidia CEO Jensen Huang

Don't Worry About the Vase Podcast · Apr 16, 2026 · 1h 14m

The Don’t Worry About the Vase Podcast is a listener-supported podcast. To receive new posts and support the cost of creation, consider becoming a free or paid subscriber.* 00:00:00 - Introduction* 00:01:53 - Podcast Overview Part 1: Ordinary Business Interview* 00:04:24 - Podcast Overview Part 2: A Debate About Chip Exports* 00:09:35 - What Is Nvidia’s Moat?* 00:15:33 - TPU vs. GPU* 00:20:42 - Why Isn’t Nvidia Hyperscaling?* 00:26:20 - Selling Chips To China* 00:55:49 - Different Chip Architectures* 00:57:13 - The Online Reactions On Export Controls* 01:05:11 - Is This About Being…