Do As Much As Needed, As Little As Possible - A CEO Masterclass By Jensen Huang

Good morning everyone…

Because it is so computery, I am late to the AI world (I was late to PC’s because they were so ‘Microsoft’ DOS’y).

That is quickly changing.

I have AI ‘aha’ moments everyday of late. For example, Yesterday I started using ‘blockit’ as my AI scheduler. It seems like I am last to an AI assistant, and it took my partner Matt coming over to convince me, but better late than never when it comes to technology.

I have hit the age where being a cynic overrides my optimism. Not so much that I would be against the market, but enough that I hold more cash than I need to. I am at peace with it.

I am also at the age where I do NOT want to be a fanboy, especially of a technology CEO, but Jensen Huang has my continued respect and attention.

Yesterday, I became a fanboy.

The cynic in me was excited to hear $NVDA ( ▲ 1.2% ) CEO Jensen Huang defend himself and the company selling AI chips to China in this excellent podcast (see below starting at minute 57). He held his ground as did Dwarkesh (I lean towards Dwarkesh).

But for me, from minute 41 on was a total masterclass in being a founder and CEO (the first 41 minutes was great was great but I struggle with the technical discussions).

Where my ears perked up and my mind started racing was this line…

‘Do as much as needed, but as little as possible’.

Jensen has been singularly focused on building their platform and he is at peace with having regrets.

As both a founder, CEO and seed investor Jensen’s explanation of the company’s focus and goals was educational and inspirational.

Do have a listen …