Jensen’s position makes a bit more sense when I notice that he’s obsessed with a narrow definition of winning that is purely about winning a business competition in a world where the people who matter follow business rules. He actively resists thinking about other forms of competition such as military topics.
A relevant quote from the book The Thinking Machine:
To my great surprise, Nvidia had done no contingency planning for this eventuality. “If something happens to Taiwan and TSMC, the ramifications are so large it’s almost like asking me what I’d do if California fell into the ocean,” Deb Shoquist said. Shoquist ran logistics at the most valuable semiconductor firm in the world, but Huang had instructed her never to think about this question. “I don’t want her spending one brain cell on trying to mitigate that, because it’s impossible for her to do so,”
Jensen’s position makes a bit more sense when I notice that he’s obsessed with a narrow definition of winning that is purely about winning a business competition in a world where the people who matter follow business rules. He actively resists thinking about other forms of competition such as military topics. A relevant quote from the book The Thinking Machine: