David Friedberg

Nadella on All-In: broad diffusion over mystical slowdown; ~30m enterprise Copilot users of ~250–300m TAM; kit ~60% of cost; Quincy DC ~400–500 MW. [asr]

SpaceX President Gwynne Shotwell says SpaceX is as much an AI business as a space business by revenue, with compute rental 'a heck of a business' and Starlink at ~1.5–2% penetration; Elon Musk joins from Memphis to push cross-lab model peer review, handicap Starship ship-catch at ~50–60%, frame Terafab as build-or-fail-to-scale, and non-deny a Tesla–SpaceX combination.

Huang on All-In: extinction %s unscientific; ~$400bn AI VC ~80% open-model; NVIDIA goes "as deep as needed." Trump brands DC opposition a hoax. [asr]

NVIDIA CEO Jensen Huang tells the All-In hosts that agentic workloads drove a ~10,000x compute step in two years, that a higher-capex Vera Rubin factory can still deliver the lowest token cost via ~10x throughput, and that Physical AI is already a near-$10bn NVIDIA line while open-weight agents redefine the desktop OS — with China licenses restarting and consensus growth paths rejected as undersized.