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NVIDIA CEO Jensen Huang Delivers Keynote At Developers Conference
(Justin Sullivan/Getty Images)

Jensen Huang’s jargon

Nvidia’s technically savvy CEO may sound like he’s speaking another language, but one thing is clear in our supercut of his speech: he knows his buzzwords and how to sell the crowd.

Steve Jobs kind of invented the modern tech keynote as we know it. 

A black-clad CEO in sneakers prowling across the stage, revealing new products in front of a floor-to-ceiling screen, pulling products out of his pocket to wow the crowd, and, of course, “One more thing…” 

These are all classic Steve Jobs keynote features copied by todays tech executives to varying degrees of success. Nvidia’s Jensen Huang is clearly a student of those famous Apple keynote presentations. But he has taken the format and made it his own. 

Instead of Jobs Issey Miyake black mock turtleneck, Huang usually rocks a black leather motorcycle jacket and black sneakers. While their sartorial styles might have been similar, their style of communication could not be more different.

In a 1997 video where Jobs is talking about Apples “Think Different” campaign, he discussed the neglect of the Apple brand and how to bring it back:

The way to do that is not to talk about speeds and feeds. Its not to talk about mips and megahertz. Its not to talk about why were better than Windows.”

Clearly, this is advice that Huang has flipped on its head. Huangs buzzword- and jargon-filled keynote speech at yesterdays Nvidia GTC event is a perfect illustration of how the famously detail-oriented, technically savvy engineer sells his vision (and his products) enthusiastically to a crowd.

Even if they dont know exactly what he is talking about. 

Blackwells, Vera Rubin, and physical AI

The big announcements at the event were Nvidias updated GPUs for AI computing: the Blackwell Ultra GB300 and next years Vera Rubin and Rubin Ultra (in 2027). Faster computing, for less power. Huang also spent a lot of time talking about the companys big plans for robotics and “physical AI,” which involves detailed simulated environments where robots can be trained on a “digital twin” of a warehouse or other model. Nvidia also announced a wide-ranging partnership with GM for their upcoming self-driving car fleet. (The carmaker ditched its Cruise program in December.) 

Gaussian splats, soft bodies, and petaflops

If one thing is clear from watching Huang power through dozens of Nvidia products and technologies in his two-hour power keynote: he knows his jargon. Between the petaflops, exabytes, micro ring resonator modulators, and silicon photonics, you really see how deep Huangs knowledge is about the technology built by the company he founded 32 years ago at a Denny’s

We made a 5.5-minute supercut of Huangs best buzzwords and jargon from yesterdays keynote. At times, it sounds like he is speaking another language, but all the while, he is selling.

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$1

Barclays says autonomous couriers — think sidewalk robots and drones — could push delivery costs down to as little as $1 per order, from between $5 and $7 today and closer to $9 for traditional deliveries in high-labor-cost markets. If robots save $4 on every delivery, and enough companies start using them, the food delivery industry, including companies like DoorDash and Uber, could end up with $16 billion in extra profit every year, according to Barclays.

The catch: we’re nowhere near that world yet. Robots and drones handle less than 1% of deliveries today. Even by 2035, Barclays only sees penetration hitting around 10%.

Google’s Wing and Amazon have also been trying to crack last-mile product delivery — a reminder that this is part of a broader race to automate the most expensive leg of e-commerce.

$10B

Uber has long had an asset-light business model: it provided the ride-hailing platform, and its contract workers brought their own vehicles. That’s changing as Uber positions itself at the center of the robotaxi era.

The Financial Times estimates that Uber has committed more than $10 billion to buying robotaxi fleets ($7.5 billion) and investing in the companies that make them ($2.5 billion). That includes yesterday’s announcement that its expanding its investment in Lucid, a deal worth about $2 billion, with plans to buy 35,000 vehicles.

This shift pits Uber against industry leaders like Google’s Waymo and Tesla, whose models involve company-owned vehicles running on proprietary platforms. While these autonomous fleets eliminate the need for drivers, they introduce new capital-intensive requirements for charging, cleaning, storage, and repair.

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Report: US Treasury wants to get a look at Anthropic’s Mythos model

Anthropic’s relationship with the US government is complicated — and the Treasury Department is reportedly looking to make it even more so.

The Pentagon has officially deemed the startup a national security supply chain risk after it refused to allow its Claude AI to be used for any and all national security applications, including domestic surveillance and autonomous killing.

But since Anthropic’s unusual announcement of its next model, Mythos, other parts of the US government want to get their hands on it.

Bloomberg reports that the US Treasury is interested in getting access to Mythos for its own security testing. Last week, Treasury Secretary Scott Bessent summoned top Wall Street CEOs to Washington to discuss the cybersecurity implications of the new model.

Mythos has not yet been released to the public, as Anthropic has deemed its potential offensive cybersecurity capabilities to be too dangerous for wide release, and has opted to share the powerful new model only with a group of leading tech companies.

Anthropic wants these early access partners to test out the model, hoping to secure any major vulnerabilities before a public release. OpenAI also shared a forthcoming AI-powered cybersecurity tool with a select group of partners to shore up defenses in light of advances in detecting vulnerabilities.

European regulators were apparently left out of the loop from the Mythos announcement, and are also eager to test the new model.

But since Anthropic’s unusual announcement of its next model, Mythos, other parts of the US government want to get their hands on it.

Bloomberg reports that the US Treasury is interested in getting access to Mythos for its own security testing. Last week, Treasury Secretary Scott Bessent summoned top Wall Street CEOs to Washington to discuss the cybersecurity implications of the new model.

Mythos has not yet been released to the public, as Anthropic has deemed its potential offensive cybersecurity capabilities to be too dangerous for wide release, and has opted to share the powerful new model only with a group of leading tech companies.

Anthropic wants these early access partners to test out the model, hoping to secure any major vulnerabilities before a public release. OpenAI also shared a forthcoming AI-powered cybersecurity tool with a select group of partners to shore up defenses in light of advances in detecting vulnerabilities.

European regulators were apparently left out of the loop from the Mythos announcement, and are also eager to test the new model.

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