Nvidia’s Jensen Huang adds innovation to presentation

Mikey: Welcome back to Presentation Thinking, the Storyteller Study Club. This is Mikey Meduski, your co host, founder of Ghost Ranch Communications, presentation design agency. I'm joined by two colleagues, your favorite co host, Molly Gagan, straight out of Inglewood, Colorado, and her neighbor, Steve Sheets, technical director of Ghost Ranch.

Steve, welcome to the show. It's been a minute.

Steve Sheets: Hey, thanks Mikey. Happy to be here.

Molly: Welcome back, Steve. You are the technical wizard at Ghost Ranch and friend of the cast. It's always fun when you're here. Mikey, we had a fun kind of like, uh, friend of the pod submission on what to talk about today, which [00:01:00] are always open for the record.

How did we learn about, we're going to talk about a really interesting keynote that a lot of people in the tech world are talking about. And, um, how did we learn about it?

Mikey: Yeah. What is it? The consumer electronics show CES just happened early January, right? Yeah. Just last week, literally. So our, our buddy Kip are, uh, sent us a tweet from Mark Benioff that was like, holy smokes, I'm rarely captivated by a keynote, but this 90 minute, you know, I couldn't take my eyes off of Jensen Wong's like, you know, Nvidia keynote at CES.

I mean, a keynote that captivates Mark Benioff of Salesforce that has our attention. So we decided, you know, talk to Steve. We're like, do y'all want to watch this and, uh, just kind of like unpack it a little bit, see what was so captivating and feels like it is the hottest company in the world first and foremost.

And anyone who's interested in AI, which seems to be everyone in our space. You know, can do [00:02:00] things thanks to Nvidia. So felt like one we should, we should tune into and then maybe just like rap about what makes a really good product keynote.

Molly: Yeah. And I was, I was excited because this is all, this is like talking about AI applications, well beyond just like simple chapter GPT computations and.

I feel both inspired and a little dumb because holy shit, some of these technicalities and engineering is wild. So Steve, I'm especially glad you're here because as the technical wizard, I'm curious, just like you're off the cuff reaction. What did you think about some of this crazy robotics engineering?

Steve Sheets: I thought it, I thought it was pretty cool. It took me, it took me a while to get it. If I'm being

Music: totally honest,

Steve Sheets: like AI is not. I mean, I've, I've played with it in probably the same way a lot of people have played with it, but where it's maybe not in a super meaningful way, or maybe not the best results sometimes.

So you keep hearing about, you know, how important and huge and influential AI is going to be, and then you touch it and you're like, well, that was [00:03:00] weird.

Music: Yeah,

Steve Sheets: so to hear him talk about it in these ways that are far more useful and important, there was definitely an aha moment in there for me, or maybe three of them.

It's like, okay, like now I get it. So that was really cool. And I'll admit I had to do some Googling on the side to try to, to try, maybe stay up to speed, but it, it was, it was pretty neat. I feel like I was looking into the future a couple of times. So that was, that was cool.

Mikey: I wonder if that, that kind of makes me think just cause we've been in so many war rooms where there's communication strategists planning, like what, how do we want the media and the public to perceive this?

We know it's going to get, you know, a lot of spin Steve, you reckon that might have been one of their charges is to say like AI is maybe freaking a lot of people out or like confusing a lot of people. So like, I wonder if that was one of the underlying big goals of theirs is to like show the different possibilities and like tangible possibilities and outcomes of what we're unleashing here.

[00:04:00] Cause I thought he did a really good job showing so many different applications that like you said, like I'd never thought of or they're beyond what I. Beyond my little lens here. So I thought yeah, I was like kind of eye opening. Even Allie like watched the opening video and told me she started bawling, like, you know, like when the father gets his voice back and like,

Molly: yada

Mikey: yada, like there's so many, so many like big ideas here that are kind of human life changing.

Molly: Yeah, I think that was helpful for me too, because I've like, yeah, we've all experienced chatting with like an AI agent and that is like still in beta or whatever, and it's just like, God, this is so frustrating. This is not that useful. Steve, I know you've done a lot of like application for graphic creation that, you know, I'm sure are sometimes helpful with PowerPoint, but overall, like you're still manually.

deciding what's working and what's not, like you still are putting in a good bit of energy on how to like manage it and use it. So there was this opening video and we can kind of go through like the flow of his talk [00:05:00] and stuff because it is like, yeah, it's 90 minutes. It's crazy. We haven't analyzed one quite that long, Mikey.

It's a feature length. It's a feature length, basically. And um, the opening video was very reminiscent of like those inspiring Apple Steve Jobs kind of like introductory product launches where it's like, this is like, yeah, inspiring music in the background, like freaking Hans Zimmer composed this or something.

And yeah, talking about a dad getting his voice back, self driving cars, all these things that are actually like really tangible uses in the real world for robotics and different uses of AI that can really help people. So that's really cool to see going that direction. And I know that's true, but it's cool to see on such a big stage, obviously.

Do you guys want to let's uh, let's talk about his Introduction of the four different kinds of AI.

Mikey: Okay. I thought you're gonna say how he introduced his jacket.

Molly: Oh, yeah He

Mikey: always wears like a black leather jacket, I love it.

Molly: Yeah, don't like

Mikey: First a couple words out of his [00:06:00] mouth. They're like, do you like my jacket?

Everyone: Yeah, did he

Mikey: ever pay that off because I only got like halfway through but he's like no make more sense in about an hour

Molly: You can just tell I don't think he's worn it very much because he keeps talking about how he needs more pockets So he's like moving his stuff around. I'm sure it's like a couple thousand dollar jacket.

Nice designer thing But he looks cool. He looks like it's his own. It's he's in all black and white shoes and it's like a shiny jacket. And so he's like presenting, but he looks really like slick and, you know, modern and stuff. I had never heard Jensen Wong speak. Had you guys, um, and he was very like personable, kind of silly.

Not super formal and from transition to transition, he would just be like, okay, now we're going to talk about generated by I, he kind of remind us where we're going, but it wasn't very overly slick or anything like that. It just was like normal and approachable. I thought, what did you guys think of that?

Steve Sheets: Yeah, I, I liked it. He kept hitting the punch lines with this. He actually hit two when he brought it up. First, everybody laughed and it was just like [00:07:00] a few punch lines in a row. And it's like, all right, he's breaking them into laughing. Like they're finally like, he's kidding. Get it guys. It lightened up.

Yeah. I thought, I thought it was, it was pretty approachable. Like, like I mentioned, there were a couple of things that may be like, I didn't understand what AI tokens were exactly, so I probably still don't. So those always threw me off a little bit,

Everyone: but, um,

Steve Sheets: there was a lot of like product launch to it as well that I think could probably appeal to, you know, anyone who is interested in that arena.

So you know, those are very general and sort of for everybody.

Everyone: Mhm.

Steve Sheets: Like that part of it as the, that was kind of, it was like, okay, now I started to get this cause it was, you know, everybody, not everybody, but I just thought of NVIDIA as a graphics card company. So what is this? I'm

Molly: on their website and I was like, yeah, what if they sell like everything from like laptops to like the computing.

Architecture of like video games and all this other stuff. I'm like, Oh, I [00:08:00] had no G force. I had no idea.

Mikey: And yet he came, comes off as so humble.

Molly: Hardware.

Mikey: And so like, you know, like if I was, if I was that dude, I'd be pretty, pretty confident, but he's just like, he just seems like a modest, really nice guy.

He's like, ladies and gentlemen, Janine Paul, he introduces the stage hand. Who's like bringing up,

Music: helping him out.

Mikey: He's like the, you know, like the engineering team did a great job, you know. This keynote is surprisingly kinetic as he's like walking back and forth on that massive stage, you know, he's like kind of asking if he could get a chair up there or a Mickel above ultra, which was funny, but yeah, I like that.

He kind of broke the wall and just made people feel kind of comfortable in that sense. I think by, yeah,

Molly: I think it's pretty

Mikey: loose about it.

Molly: Yeah, it was a good example of not being over rehearsed in a way that was like, uh, stiff, you know, I think, yeah, talking about his delivery. It was just He's on a huge stage, and there's such a huge screen behind him because he's in the sphere, right?

In Las Vegas?

Mikey: I thought he said Mickelab Ultra Stadium. Oh, okay, okay. I don't know where the hell that is. Yeah, [00:09:00] still.

Molly: Yeah. A stadium, yeah, taking up that much space for one person, talking about hardware and software products, like that's a big task, you know, so, and it's a packed house, so it's just kind of a really unique, I think, environment, and yeah, a callback to all tech companies have these product launches, Mikey and I covered the Apple product launch a few seasons ago, they do it seasonally, And there's this kind of like, there's, uh, and NVIDIA does this too, they show up like where the office is and they're like, here we are at the NVIDIA headquarters and we're going to take you through what we've been up to basically.

So it kind of like invites you in, yeah, it breaks that wall, as you said, Mikey, and this is a common thing, but this one's getting a lot of attention from the tech world for sure.

Mikey: I think for noobs too, like, I think he had to, he and his team who helped write and craft all this had to cater to deep, deep nerd AI builder, you know, like audience who was certainly there in the front row, I'm sure, like awaiting every little like micro bit, bleep, blop, whatever.

And then us or myself, I should say, who's [00:10:00] just like, what, you know, like, and so then he goes back and he's like, it goes back to 1993 and he kind of like brings me up to speed to show like just the advancements they've made. And then I think. For a lot of these very intent, very deep knowledge kind of reveals that he's talking us through.

I thought he handled it. He probably like dumbed things down a lot for someone like me. Mm-hmm . Brought me up to speed, but I, I'm sure then delivered for the 4 0 1 level people to tell them what they need in their terms as well. Mm-hmm . I think it would be very difficult to navigate something like this.

So I, I, I am curious what y'all thought. 'cause like Steve. It got really technical too, right?

Steve Sheets: Absolutely. And yeah, you're totally right. I mean, he was walking a fine line. And, you know, at the same time, there's, I mean, he was up there for a long time. There's certain parts of it that are just for a different crowd.

I think, I think some people could tune out for a little bit and probably be okay. Cause you know, it's just not, [00:11:00] but then he had, you know, so many cool aha moments to help bring everyone back. And you know, it's, it's, that was a mix of all kinds of different things to hook people back in. I mean, they had not only these really cool aha moments of what they're doing, but then he also had like.

Things in the presentation that were just awesome. The one was like a straight up magic trick.

Everyone: Yes.

Steve Sheets: Like the DGX1 product reveal, where they had this podium come up out of the stage. And he's like, you know, here's the old one. And they had it on the screen in a way where it looked like it was on top of the podium.

He's like, but the new one is so much smaller. So the image on screen shrinks. And he walks up to it and sort of blocks the screen with his body. And I think they had a physical one hidden in the top of the podium. So he pulls it out of the top of the podium and then it's gone off the screen. So it's like they shrank this thing and then he's holding it was like experience for the audience.

And that was so cool.

Molly: [00:12:00] Yeah. He was able to like pick it up.

Steve Sheets: Yeah,

Mikey: it's like Wonka vision from Willy Wonka. It's trippy shit.

Molly: Yeah, he did a good with that Steve He'd like the combination of the visuals plus his presentation like he would use them you know like even him picking up like the Thor shield that one chip that he's trying to demonstrate what it looks like and How heavy it is and he's like this is it blown up but I'm trying to show you what it looks like and he's like walking around with it kind of funny and I think that was really helpful because I mean so often obviously there's hardware that NVIDIA sells but so often it's so hard to visualize like what like what is that like is it a chip like what I don't yeah to the average person it's like just maybe looks like a little microchip or something.

Uh, these funny looking motherboards, so to actually see it and have him kind of be like this is what they pointed to different parts of that like chip blown up so you would know like what went into what and the visualizations were just so helpful with that. So those like everything from explaining the technical ones to, as you said, Mikey, like going through like.[00:13:00]

In 1993, we did the original game console for, you know, in the 99, we did the Sega, Sega virtual fighter thing, and taking us through like a timeline, very like rudimentary, uh, vehicles as well. So that was super helpful for me. Um, or even showing like this. Very doodly sketch of hand coding and instructions and CPU and software moving towards machine learning, neural networks, GPU and AI, and how, like, you can train a computer and save so much manual time and energy doing something like that, and it can produce so much more work for you.

So that was like, Oh, okay, that does make sense. Like what moving from hand coding to training a machine to do that over and over and over again and learn a certain algorithm or pattern or something.

Mikey: A note on those visuals too, Steve. Yeah, beautiful. I was trying to take my fingers and figure out the aspect ratio for this stage.

I'm, I think it's about five by, five to, by one. It's like, maybe four by one, but it's freaking wide, right? And, [00:14:00] if he's five and a half, six feet tall, let's say. You know, it's at least a 20 foot tall, 25 foot tall stage screen. Right. Insanely high res gorgeous imagery like that. What is that? That like this wall, right?

Early on where it was like, Oh, do you remember the story behind this one? Cause I like legit, like fire looks, looks so realistic, hyper real, like cinema cinematography, but. Yeah.

Steve Sheets: I feel like this was one of the more environmental presentations I've seen where the screen is so big that you kind of forget it's a screen.

And I think part of that too is, is how little they're using it sometimes. Like there's a lot of moments where you really feel like it's just him up there and it's black behind him and you know, he's probably got a prop in his hand, but there are a lot of those like small moments. Where you're really just focused on him and [00:15:00] it makes those big moments seem even bigger and then at the same time You know, they're able to do maybe subtle things with the screen Since they're not using it presentation way,

Mikey: it's pretty cool.

A lot about showing a more than, yeah, like not a ton of words on the screen. Right, Molly? Like,

Molly: thank God, because I didn't know what half of them were. So I needed the visualization, like he was saying things and I was like, okay, GPU. Yeah. Graphic computational unit. Right. And then I was like. Okay, I need the visualization for what he's saying and he did, I was going to say, such a good job.

We've heard time and time again, Mikey, when you show a video, you know, don't talk through it.

Everyone: Yeah.

Molly: Yeah, like make it stand for itself, like you said, Steve, and he does a great job being like, okay, now we're going to show you through this thing. And it was like a whole, it'd be like a whole, either a whole segment or visual helping him explain.

a phenomenon or a process that's happening. So it wasn't like, or if there was text on it, he'd like, you know, give us a moment to like take that in too. So it wasn't too much text at all, which was great and [00:16:00] just so helpful. In the beginning, as you said, Mike, he kind of takes us through like the timeline of like how we got here to catch people up and then presents four main buckets of AI that's in, and he's like, we're going to talk through all of these cause he has like, there's, you know, the associated relevant launches with each of NVIDIA's, some of their new products coming out with each bucket.

And that helped me, I think those were kind of like mile markers, you know, those wayfinders to, To map out where he was going in the next, I was certainly, I was like, how is he going to be talking about this for

Music: 70

Molly: plus minutes after the intro? I was like, there's no way, but I can see him filling like another hour easily with talking about a lot of this stuff.

So it goes through like perception AI, generative AI, agentic and physical, of which I had my own like associations with. And then I think when he went through each one, it was like a little more detail with what you should add. And we won't be able to educate you on each of those on here in this podcast, but that's certainly helped as [00:17:00] far as a navigational tool for his presentation was very, very helpful.

Everyone: Yeah.

Molly: He also, there's early on, he asks, um, and this is probably again, for beginners, he's like, you can ask these three questions about any AI program and you can like apply to anything. And these are like the key things to understand what you want out of a program. It's what modality did it learn from, what modality does it translate to, and what modality will it create?

So it's like, what you want a AI to learn from, like, I'm thinking of the Waymo automated vehicle drive, like, car, so it's like learning from driving and traffic signs and people crossing the street and everything like that. It's translating to its own version of doing that, and then what did it create is like this third, like, like the physical, the physicality of it.

And that's, I'm using the like, very physical example, but that can be applied to any, uh, bucket of it. So I thought that was really interesting. I've never really [00:18:00] heard that, what modality. Retracing pixels is crazy. Some of the, yeah, what did you think was the most interesting, um, launch, Steve?

Steve Sheets: Oh man, there, there was really kind of two things that I felt were really fascinating in it.

One was, you know, early on he, you know, started with what's probably their bread and butter, talking about graphics cards.

Molly: Oh yeah.

Steve Sheets: And how they're using AI. To sort of predict what certain frames are going to look like. So it's only actually processing like one out of every four frames instead of having to process every frame.

And that's been able to make them way more efficient. It basically, you get like this new graphics card, you get the same performance at one third, the cost of the old one, and it also uses less electricity. So. There's like savings in multiple levels of that. And I just thought that was wild. It's like, you know, how on earth is AI more efficient than [00:19:00] just like doing what we've traditionally done with a graphics card?

Like that's really interesting. And it's like so much smaller and doesn't have to be liquid cooled. And that's probably why it's so much cheaper. So that, that was just really neat and surprising. And then towards the end, when he got into how they're using the three computer model for all these different types of AI and how they're applying it and, and training it, I just found all that really interesting.

It was like, okay, this, like, this is why AI is important. It's now smart enough to create its own training so that it can like constantly be learning. You know, if a, if a person takes 10, 000 hours to become an expert. If you give 10, 000 hours worth of data to a computer and it turns it into a million, there's just certain things that computers are clearly going to be way better at.

So the unscalable, like

Molly: part of our brain is like, yeah, we're like creating these things so that it can take it to a level that's so [00:20:00] complete. So thorough. Yeah. Can drive a car. I just keep using that example because it blows my mind. But yeah, exactly. It's crazy. And I had never heard the three computer thing, and you made a good point before we started pressing record, Steve, that that is actually unique to NVIDIA, is this three, is this takes three computers to create any one of their physical AI models, which they were launching the Cosmos model with this, um, keynote.

And so there's one for training, there's one for like practicing in the Omniverse, like this kind of like 3D world, and then the actual output of where it goes. So it's really just, that's what it takes. They're like, oh, you can apply this to like anything you need. And it makes a lot of sense. A very fun transition.

One of my favorite moments visually was when he gets into, he's still in the physical AI. Bucket near the end of the keynote and he talks about like robotics, uh, getting into the robotics and since he's standing there, as you said, like he's kind of this like look short in front of a really tall screen, [00:21:00] the robots like rise visually on the screen.

And they have like a great sound effect and he's just one among the lines. So I don't know if they blocked him to be in a certain spot, but he was like, right in the middle, you know, this, this moment. And it's like, it's just really, really well done. Cause he's standing right in the middle of the lineup of robotics and, um, they're launching the NVIDIA Isaac Groot group to me is only from.

What is that show? Guardians

Mikey: of the

Molly: Galaxy. So I was wondering if that was even connected. And yeah, just like so smart. He's standing exactly in the lineup of robotics. And it's a fun, a really fun sci fi transition. It's great. And then he gets into the robotics video.

Mikey: Crazy. I'm just like, that part alone. I don't know, just a testament to all the thought and planning that goes into something like this.

That it's, you know, like, Less about like making slides pretty and they thought about the entire show How do we [00:22:00] stitch that sequence into this video and how will that ramp up into this next? You know crescendo that he's gonna close with yada yada But like dude there must be how many unique videos would be in this this file, right?

Or I'm sure it's not one file, but you know, it's like there's potentially like a hundred videos in this thing I don't even know how they built this Steve like you and I were watching one of these like It feels like the whole thing might have been built in, like, Maya or After Effects or some huge combination of, like, all the parts and pieces, but I don't get the feeling this was built in PowerPoint.

Molly: There may be some limitations to PowerPoint. How secretive would it be if he did that? What if he comes out and says that?

Steve Sheets: Yeah, I mean, there's There's certainly some, some animated sequences that, you know, obviously you can't do in PowerPoint. Yeah, I mean, I think if the final product is a PowerPoint, there's certainly a lot of videos that are in there.

But yeah, it is very interesting. It's like the anti [00:23:00] presentation of presentations.

Everyone: It is, yeah. There's

Steve Sheets: just a black screen up there so

Everyone: much.

Steve Sheets: And then, um, yeah, and it feels So different in so many different places, like you just jump through the video. It never looks like you're watching the same presentation.

Yeah. Pretty wild.

Molly: And I think, like, with their really consistent, like, Branding in the animations, like the style, the really simple ones are cool because it's like just white and green, the NVIDIA white and green. And it's kind of like this doodly effect. But then when they're showing a product, it's like very clean, almost looks like a CGI created kind of thing, but it's showing you the block of like maybe the chips and the arrows and how they connect to each other and how, like everything that goes into their actual hardware and software.

So it's. It's cool, but that's consistent throughout. They kind of marry the two of them together with the like, hand drawn kind of thing. Oh yeah. With the timelines and that kind of milestone, mile markers. And then the [00:24:00] actual products and bringing that in. It was, it was like easy to kind of follow and be in that world.

And I thought there's like, it was so, the consistency helped me like, understand a little bit more of like how this could even work. When they were going through that third bucket, the um, or maybe it was the, gosh, no, it was the launch of the MV Link, where he's talking about, and he has the Thor shield with that big chip on it, and he's talking about the scale of how big these processing centers need to be for them to create these, and they're creating them in 45 centers around the world, blah, blah, blah, and he's talking about how heavy and big they are, It's like hard to imagine until you're like looking at what he's holding and how the, and he explains that they ship the parts all separately and then they assemble it outside of the center, wherever it is.

And it's like impossible to imagine until, until the visuals are helping you like do that, put that together. And because he's holding like the small like microchip part blown up, you're like, wow, that's really like, there's so many of those in there. He says there's like two miles of copper cable, [00:25:00] 5, 000 cables.

That bloom, it's, it weighs a couple tons, like, that's crazy. And so that really blew my mind. That was one of the moments I was like,

Mikey: what the fuck? Molly, was it Make It Count? Was that the Chip and Dan Heath, like, sort of the data storytelling book that we broke down a couple, like a year or two ago?

Molly: I

Mikey: love that, just like, put this crazy ass number into something we can actually grip onto.

Yeah, his stats were useful.

Molly: Yeah, they were. They stuck with me, quite a few of them, honestly. Yeah, like you were talking about the retracing pixels, Steve, he said something like, generates three additional frames for every one frame that you calculate, you know, he said, it calculates the one. And that's just not possible to do by hand.

And when he said that, I was like, Oh yeah, of course. I was like, I wouldn't have been able, like, how could I calculate four frames at a time or generate three frames for calculating every one? Like, I just, it kind of clicks a little more when you're thinking about someone just sitting there with like coding and stuff.

So. It's wild. What did you guys think? Go ahead, Steve.

Steve Sheets: I was just gonna [00:26:00] say, there was something where he's like, yeah, so, you know, we just saw, maybe, or maybe it wasn't something he showed exactly, but he was talking about how, like, if there's 30 million frames or something, only 2 million of them were actually, like, Done in the traditional way

Everyone: was

Steve Sheets: another one of the stats that he threw out.

And it's like, okay, like that seems like a huge savings. And the other 33 million or something where, yeah, like, well, now

Everyone: that's

Steve Sheets: very, very cool. I definitely appreciated the numbers as well. And yeah, he's talking about these huge computers later towards the end. He's like, and this is our new supercomputer for your house.

And it's like the size of my coffee mugs. It's like,

Molly: yeah, exactly. Just the little dude that sits on your desk. It weighs

Steve Sheets: two tons, too. I gotta rewind. Yeah,

Molly: totally. Yeah. And it's interesting. Like, I think following the evolution, like he lays out again, those way markers of like different kinds of AI in the beginning.

And he's like, I think they obviously intentionally put it in that order. Cause it's like, NVIDIA [00:27:00] has something for each of these and they're evolving at the times. And there was a product and a partnership announcement for pretty much every, you know, every 10 or 15 minutes, right? Probably if you were to like map it out.

So I think it just shows that like, they're really adapting and they're like a frontrunner and especially because this is getting so much buzz, it's just. I think it's validating how, um, good of a presenter he is and how amazing, yeah, they were able to pull, pull off this video, but, but also just as the company, like the story of the company was just like, it's, it's evolving so well and adapting so well that it really is like a leader in the space.

And with that, I was curious what you guys thought about, like, reminding me of like total Steve Jobs announcing the Apple, like the iPhone for the first time. Tim Cook announcing new updates to Apple seasonally. I haven't watched any other tech updates, but did it remind you guys at all of like these kind of these moments of like, Oh my God, this is about to change things forever.

Mikey: Elon Musk shooting holes in, in his cyber truck. [00:28:00] Yeah. What do you think,

Molly: Steve?

Steve Sheets: I mean, it was, it was definitely cool. Like, I mean, obviously they're partnering with service now a lot with a lot of the AI stuff. So I felt like that was. One of the, the bigger sort of ahas for me was just having like, like, okay, these things start to make sense.

But, you know, as a person who's like not on the market to, um, streamline my employee productivity or buy a self driving car or even buy a graphics card, really.

Music: Yeah,

Steve Sheets: you know, it, it was more like getting to understand these applications was, was really cool as opposed to like, Oh man, this is an amazing one product.

But I think for the people that, you know, those products apply to, yeah, very cool stuff that he's showing and very cool new capabilities. And obviously there's a lot of change coming because of AI. So yeah. We see all of that.

Molly: And I think also he [00:29:00] kept talking, you know, especially in the beginning when he's talking about these, like the hardware going into the laptops and then he shares the retail price, you know, like their laptops are, it's expensive, but it's not like crazy.

It was like 1, 200. Right. So I hope that like some of these amazing life changing things, like, yeah, the, the feet helping people walk again, the, the accessibility can continue to be. marketable and like, can, yeah, sit on a shelf so that people can, can get it maybe, and maybe insurance will cover it one day.

But yeah, I think that's like really cool to see and helps put things into perspective for sure. More than just like, here we are creating these amazing PowerPoint presentations and. AI is looming in a way that's like, Oh, it's going to take over the arts. But like, this is, this is like science and so many other applications that could be really useful in day to day life.

Mikey: Yeah. This explosion of AI right in the last three years, um, has been unlocked largely by Nvidia, right? And so I think. There's a reason [00:30:00] it's already got 8 million views on YouTube in 10 days. That's Steve. Did you, uh, you're a presentation designer, you're like a presentation strategist, you worked on big product keynotes, like did watching this give you any ideas or like, you're like, Ooh, I want to try something new, you know, based on what you saw or re inspire you in any way for this coming conference season.

Steve Sheets: That's really funny that you, uh, that you asked that because, um, as I was watching. Watching this Google prompted me that Gemini is like available in all of their stuff now. So I was reading up about, you know, what Gemini can do and, um, played with it a little bit, definitely am going to be playing with it some more, but you know, all of it's really reaffirming that, you know, AI is at its best when it's being used.

Sort of by some body who's already an expert at that area.

Everyone: Yeah,

Steve Sheets: that's a good way to put it. [00:31:00] So, yeah, like it's a great tool, but it's not necessarily a substitute. It's more like a catalyst. Yeah. And yeah, obviously they're able to do a lot more with it because they have like a highly trained AI that is more dependable and like, yeah, it can go coach itself.

Now with the things that made up when like. You know, the things that people might be using to create images online, if it starts to train itself on images it already made that weren't very good, that can spiral, spiral down pretty quickly. A

Molly: tiger wearing a top hat. Yeah. Yeah, with

Steve Sheets: like 18 fingers. So yeah, it's, it's cool to see it.

Going in the direction that it's going and getting better. But yeah, I, I like it as an assistant for sure. There's a lot of stuff that computers are great at and giving it a little bit more creativity is certainly a good thing, but you know, you still need like a trained eye to double check things and, and yeah, clean it up, make it better.

Yeah.

Molly: We didn't even talk about [00:32:00] the digital twin factories that he introduces, which is like an entirely separate factory that learned from the human one and it goes off and does it on its own. So just, yeah, talk about like doubling time. But doubling the work in the same amount of time is actually like a true in like physical embodiment of that.

That's just wild to consider.

Mikey: Molly, do you think it's time for the spice cabinet?

Molly: For sure, for sure. Yeah. I've

Mikey: got a hot one. Yeah. All right. Do either of you have a Hermione Granger style time turner? Just curious. I wish. If we could hop back 10 years, and I get this from some online calculator, if you could have piled Together a cool 5, 000 and put it in NVIDIA stock.

Do you know how much we'd have today?

Molly: Oh, shit. Oh, this is going to make me a little sad. Maybe five

Mikey: grand, five, five large. If we put if in 10

Molly: years ago?

Mikey: Yeah,

Molly: I think it'd be a hundred thousand.

Mikey: Great. Guess that would be an incredible return, [00:33:00] right? That'd be an incredible 20 x

Molly: in 10 years. Maybe that's too high.

I don't know how stocks work. It's a lie.

Mikey: Or I bet it's a few hundred thousand, $1.4 million. Wow. What are we

Molly: doing? Yeah, I think

Mikey: I spent that on beer. Like this is the worst news to hear.

Molly: Oh, well, shit. Should we do a little pool now? Let's get all the presentation thinkers. Everyone chips in five bucks.

Everyone: Yeah.

Molly: They're gonna get something back.

Everyone: That's great. Oh, man. Wow,

Molly: that's really cool. Nuts to see. Guys, obviously we'll link this amazing video in the talk. And if you're like me and didn't know what Nvidia even like sold, be, also I'll link their website as well. Jitson has done some really fun interviews. It seems like YouTube started like feeding and suggesting this so I don't know Mikey's have you ever like heard him on a podcast or

Mikey: something?

Yeah, and then just a couple like podcasts and people talking all about him, right? And then I think the um, you know that acquired podcast that one where they dive like three or four hours into The history of Costco or whatever. I think they did a big [00:34:00] Nvidia show.

Molly: Cool. Let's listen. Yeah.

Mikey: Yeah, so ACQD acquired pod or whatever.

That's probably worth If you ever just want, like, the full history, the modern history, uh, I think they're big fans of Jensen.

Molly: Steve, any fav any AI resources or, like, tools, yeah, like, anything you would link related to AI that's helped you kind of understand how to use it better, um, or just, um, uh, make sense of it?

Steve Sheets: Gosh, uh, I know we did with our Northwestern, uh, University stuff that we do. There's one of those guys does, uh, like a weekly newsletter, I believe that's still going. That's just sort of like a updates in, in what's happening in AI. Um, so that, that's pretty cool. It really, I mean, my favorite thing that I've done with it personally, I've used mid journey as like a sketching tool.

Molly: Okay. Mid journey.

Steve Sheets: I had a buddy that needed a logo and, uh, I did some Googling just trying to get some ideas and I was like, well, why don't I just like pitch what I'm thinking about [00:35:00] into mid journey and see what it comes up with and basically was able to spit out, they were rough, but I was like, okay, well like here's six concepts that I was able to take and then make a clean, better looking version of it was like more like what I actually want, but it was.

Way faster than trying to sit there and sketch things by hand. I was like, okay, like this is cool. This is definitely my favorite thing that I've done with AI because it was just a huge time saver and pretty fun.

Molly: Yeah, that's fun to hear for sure. And, um, last but not least. Until we can get Jensen on the pod, what do we think, um, his, uh, walkout song was?

I mean, for this, there was like, I feel like some Star Wars level dramatic orchestration playing so I can't stop my mind from going to like some kind of Star Wars theme.

Yeah, it's dramatic, but it's fun. [00:36:00] What do you think, uh, maybe his personal walkout song might be, Steve?

Steve Sheets: Gosh, yeah, I have no, no idea. Can

Molly: you go listen to a few more interviews with him to get the personality vibe, you know what I mean? Um,

Steve Sheets: I feel like that was, I feel like that was pretty him. I also left like a half an hour of Basically dead air and just like music playing on the beginning of the, I know

Molly: as the, as like the pre intro kind of thing.

It was kind of interesting. Most

Steve Sheets: productive half an hour of my day. It was like deep focus music. I

Molly: was glad that it wasn't a full two hours. I was like, damn, how's this guy going to talk for two full hours?

Steve Sheets: Yeah. He probably just has like trip hop playing at his house.

Molly: Yeah, I was also thinking this is a little more on the nose.

Um, fly like an eagle for the Steve Miller band.

Because, you know, time keeps us moving into the future. [00:37:00] Yeah, I could see him kind of like grooving to that little low, you know, lo fi rock, old rock vibe.

Steve Sheets: Matches his black leather jacket, which might be a negative, so double points for that.

Molly: Exactly, exactly. Oh, very interesting. Well, we will, Mikey and I have finally, we finally faced, we've been kind of avoiding AI for a little bit, and this was a good excuse to get into it with like hearing from an expert, super like amazing presentation to like, you know, just learn from.

And um, yeah, I feel, um, I feel a little less pessimistic about it for sure. So onwards to the future. Steve, thanks for joining. Any, any parting shots you want to leave with, um, with the listeners about, about what you learned from Jensen Wong?

Steve Sheets: I'm not sure I'm ready to get into a self driving car anytime soon.

Molly: I

Steve Sheets: know. I think we're still a long ways out from that.

Molly: I've done it. I've done it twice in San Francisco, and I lived to tell the tale. It was fascinating. It was a short trip for both of

Steve Sheets: them, but

Molly: yeah, [00:38:00] crazy,

Steve Sheets: crazy. You too. Thanks for guinea pigging that for the rest of us.

Molly: I know. And you, yeah, like you, you've got your back country adventures.

I can't imagine necessarily like four wheeling with a self driving car into the back country.

Steve Sheets: Oh, I got no, no chance. Like, yeah, if I, if I need to put chains on the tires and drive up a mountain covered in snow.

Molly: I'm doing that myself. Yeah. Yeah.

Steve Sheets: That's, that's hands on.

Molly: I'm not. Jesus, take the wheel. I take the wheel for the computer.

No way. Uh, Mikey, any thoughts on what Jensen's, uh, walkout song might be?

Mikey: Did you already say, maybe like, he, he gives me like Tony Stark vibes. Aw, yeah. Aw, I like

Molly: that. Has he lost his mind?

Everyone: Did

Molly: he see or is he blind? I said Steve Miller Band, uh, Fly Like an Eagle.

Mikey: Okay, yeah, yeah, yeah. What did, what, Steve Sheets, what did you say?

Steve Sheets: I, I was like, you know, he's probably pretty well captured in what they had going. Maybe kind

Molly: of the Star Wars theme. Yeah. The nice. Oh,

Steve Sheets: for sure. Yeah. Yeah. Or [00:39:00] like, I was, I'll say he probably listens to like trip hop at his house. I see it as being just pretty like lo fi. Yeah.

Mikey: He seems pretty chill for.

Given all he's, he's been through, I'm sure. 23, 25 years as CEO. Something crazy. I know, it's

Everyone: crazy.

Mikey: Yeah. Started as a Denny's bus boy. This gives us hope for the American dream. Bragg's directions, yeah. Yeah.

Molly: I love it. I love it. Okay. Well, can't wait to see his next one. This was a really fun way to AI. Thank you, Jensen Wong.

And, um, Mikey, in the meantime, everybody.

Mikey: In the meantime, thanks for listening and keep on pitching.