Watch & Listen First
Jensen Huang on Dwarkesh: The $4 Trillion Company · Listen on Spotify
-> Huang on TPU competition, why Anthropic drove “100% of TPU growth”, and why Nvidia’s supply-chain moat is harder to copy than any benchmark. The best single piece of context for everything else below.
Simon Willison on Lenny’s Podcast — An AI State of the Union · Listen on Spotify
-> “Dark factories,” agentic engineering, and why November 2025 was the real inflection point. 1h39m, worth every minute.