Nvidia lost $8 billion in revenue due to China restrictions on their H20 chip, yet still posted $44 billion in fiscal Q1 revenue and guided to $45 billion for Q2.
— anarchy.build (@anarchy_build) May 30, 2025
Translation?
They found $8 billion worth of demand *somewhere else* instantly. pic.twitter.com/0CI1HE5Umm
In the interview, Jensen dropped one bombshell after another:
— anarchy.build (@anarchy_build) May 30, 2025
"The biggest one, of course, is reasoning AI, inference. The demand is just off the charts."
While everyone obsessed over training models, the real money shifted to *running* them.
This changes everything. pic.twitter.com/N5cfBkoyVc
Nvidia's perfectly positioned for this shift:
— anarchy.build (@anarchy_build) May 30, 2025
Their new Blackwell Ultra platform delivers 1.5x more AI performance than regular Blackwell, with 70x more AI FLOPS than the H100 for reasoning workloads.
They didn't just build chips. They built reasoning machines. pic.twitter.com/BpE764euvl
Velocity Money: Crypto, Karma, and the End of Traditional Economics
The Next Decade of Biotech: Convergence, Innovation, and Transformation
Beyond Motion: How Robots Will Redefine The Art Of Movement
ChatGPT For Business: A Workbook
Becoming an AI-First Organization
Quantum Computing: Applications And Implications
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AI for Beginners
And the NVLink72 breakthrough is insane.
— anarchy.build (@anarchy_build) May 30, 2025
Blackwell Ultra connects 72 GPUs and 36 CPUs in a single rack that acts as a single massive GPU with a total NVLink bandwidth of 130 TB/s.
One rack = 40 TB of coherent memory.
That's not a server, that's a digital brain. pic.twitter.com/XbLelJIIwi
Meanwhile, China's response is fascinating:
— anarchy.build (@anarchy_build) May 30, 2025
Huawei's new CloudMatrix 384 system uses 384 Ascend 910C processors to beat Nvidia's GB200 in raw performance - but uses 4x the power across 16 racks.
Industry sources say Huawei's 910C is "comparable to an H200." pic.twitter.com/jo0rbziK5G
The geopolitical plot twist?
— anarchy.build (@anarchy_build) May 30, 2025
Jensen called US export controls problematic and urged Trump to ease restrictions, warning American companies will lose the $50 billion China AI market entirely.
He's not wrong - Chinese companies are already switching to domestic chips. pic.twitter.com/592ExCQIdG
But here's where it gets wild…
— anarchy.build (@anarchy_build) May 30, 2025
xAI already has 200,000 GPUs installed in Memphis and is planning a 1 million GPU facility.
In the past, Jensen called Elon "superhuman" for installing 100,000 H100s in just 19 days - a process that "normally takes years."
His next prediction? pic.twitter.com/9vkxgJzXiG
Jensen praised Elon's "multi-layered progression in AI" including the Optimus robot, calling it part of the "next multi-trillion dollar industry."
— anarchy.build (@anarchy_build) May 30, 2025
Elon claims Optimus could make Tesla worth $25 TRILLION - more than half the current S&P 500. pic.twitter.com/xVkhMVZjmX
Velocity Money: Crypto, Karma, and the End of Traditional Economics
The Next Decade of Biotech: Convergence, Innovation, and Transformation
Beyond Motion: How Robots Will Redefine The Art Of Movement
ChatGPT For Business: A Workbook
Becoming an AI-First Organization
Quantum Computing: Applications And Implications
Challenges In AI Safety
AI-Era Social Network: Reimagined for Truth, Trust & Transformation
Remote Work Productivity Hacks
How to Make Money with AI Tools
AI for Beginners
Europe's joining the arms race too:
— anarchy.build (@anarchy_build) May 30, 2025
Jensen is meeting heads of state across Europe as countries invest in AI as national infrastructure with AI factory projects in France, UK, Germany, and Belgium.
This isn't just about tech anymore. It's geopolitical strategy. pic.twitter.com/lAtBieg2MA
The shift to reasoning inference means:
— anarchy.build (@anarchy_build) May 30, 2025
1. Smaller models, smarter inference beats bigger models
2. Edge deployment becomes crucial for latency
3. Multi-step reasoning creates new product categories
4. Real-time AI agents need different architectures
The big opportunity?
The $8 billion China loss wasn't a problem - it was proof that AI demand is so massive it instantly found other markets.
— anarchy.build (@anarchy_build) May 30, 2025
But most builders are still focused on yesterday's opportunities while the real gold rush moves to reasoning inference.
Don't get left behind.
Velocity Money: Crypto, Karma, and the End of Traditional Economics
The Next Decade of Biotech: Convergence, Innovation, and Transformation
Beyond Motion: How Robots Will Redefine The Art Of Movement
ChatGPT For Business: A Workbook
Becoming an AI-First Organization
Quantum Computing: Applications And Implications
Challenges In AI Safety
AI-Era Social Network: Reimagined for Truth, Trust & Transformation
Remote Work Productivity Hacks
How to Make Money with AI Tools
AI for Beginners
can someone convince me not to get a chromebook? I need a cheap laptop simply for writing, reading, browsing and it seems perfect but they’re going to make fun of me aren’t they
— JT (@jiratickets) May 30, 2025
vibe coding is quickly becoming slop coding
— engineer (@10x_er) May 30, 2025
introducing kendal:
— Joel Alexander (@theofficialJTA) May 30, 2025
It’s cursor for real estate agents pic.twitter.com/wKK2rvtKkc
If anyone needs a GP, my VC resume is below:
— Chris Bakke (@ChrisJBakke) May 31, 2025
- Built/exited 2 companies
- Have angel invested in at least 20 companies you've heard of (and only 2 you've heard of in a bad way)
- Grew up in Colorado, so I know how to ski
- Familiar with most small production wineries in Napa and… https://t.co/W13jO5Bdv8
The hustle bros & the harmony bros are both wrong. This is the right mindset:
— anu (@anuatluru) May 30, 2025
“You mentioned sacrifices, about all the things that you lost to become professional.
I never had the feeling that I did a lot of sacrifices. I just was not able to do all the things that my friends… pic.twitter.com/7RptDyWFBD
Next week I'll publish an article about AI's impact on the knowledge work, especially software! Here's an excerpt.
— Konstantine Buhler (@Konstantine) May 30, 2025
-----
Over the Past Eighteen Months I have heard many investors and operators argue that AI will cause a SaaS apocalypse. Their logic is roughly:
1. SaaS is… pic.twitter.com/W2ohx1v8yC
Velocity Money: Crypto, Karma, and the End of Traditional Economics
The Next Decade of Biotech: Convergence, Innovation, and Transformation
Beyond Motion: How Robots Will Redefine The Art Of Movement
ChatGPT For Business: A Workbook
Becoming an AI-First Organization
Quantum Computing: Applications And Implications
Challenges In AI Safety
AI-Era Social Network: Reimagined for Truth, Trust & Transformation
Remote Work Productivity Hacks
How to Make Money with AI Tools
AI for Beginners
MIT’s graduating class president was barred from attending the university’s undergraduate commencement a day after she delivered a speech expressing support for Palestinians. Here’s what she said. https://t.co/3Gl2yjyCpq
— The Boston Globe (@BostonGlobe) May 30, 2025
A lesson I wish I learned earlier: Your entire life will change the moment you stop looking for more information and start acting on the information you already have.
— Sahil Bloom (@SahilBloom) May 30, 2025
Elon Musk used a copious amount of drugs—and travelled with a pill box that appeared to contain Adderall—last year as he ramped up his donations to President Donald Trump, according to a new report.
— Forbes (@Forbes) May 30, 2025
Read more: https://t.co/DiRy6Mae9B pic.twitter.com/cwjQVCu9fE
Ketamine is a shitty drug, and you shouldn't do it, and the people who pop up in your mentions to tell you it's safe are bad people who aren't looking out for your best interests. https://t.co/clbbA6OYSl
— Noah Smith ๐ (@Noahpinion) May 30, 2025
Velocity Money: Crypto, Karma, and the End of Traditional Economics
The Next Decade of Biotech: Convergence, Innovation, and Transformation
Beyond Motion: How Robots Will Redefine The Art Of Movement
ChatGPT For Business: A Workbook
Becoming an AI-First Organization
Quantum Computing: Applications And Implications
Challenges In AI Safety
AI-Era Social Network: Reimagined for Truth, Trust & Transformation
Remote Work Productivity Hacks
How to Make Money with AI Tools
AI for Beginners
Making it hard for foreign students to attend American universities is the single dumbest thing the US government can do. It simultaneously makes America weaker, other countries stronger, and the world as a whole less prosperous. Lose-lose-lose. Hope they change their policy.
— Dimitri Dadiomov (@dadiomov) May 30, 2025
Hot take - I'm not (yet!) a long term believer in the "personal software" concept.
— Olivia Moore (@omooretweets) May 30, 2025
Most people (me included) lack the imagination + motivation to conceptualize apps, even if 10x easier.
I see platforms like @lovable_dev and @Replit as enabling real builders to build faster! https://t.co/4lQy2LqdA8
Story that caught the eye: Dharavi to get a Rs 95,790 crore makeover in 7 years . Game changer for the city or a land grab for the power elite ? Next 7 years will decide. https://t.co/9Rdn4HroJI
— Rajdeep Sardesai (@sardesairajdeep) May 30, 2025
Scheduled calls suck the life out of me. Spontaneous ones are fun and energizing. Same content, totally different vibe. Work is so much more fun when you switch from “let’s chat next week” to “let’s chat right now.”
— David Perell (@david_perell) May 30, 2025
This gotta be the most gangster map of all time pic.twitter.com/ZdV1NStY7d
— prayingforexits ๐ด☠️ (@mrexits) May 29, 2025
Velocity Money: Crypto, Karma, and the End of Traditional Economics
The Next Decade of Biotech: Convergence, Innovation, and Transformation
Beyond Motion: How Robots Will Redefine The Art Of Movement
ChatGPT For Business: A Workbook
Becoming an AI-First Organization
Quantum Computing: Applications And Implications
Challenges In AI Safety
AI-Era Social Network: Reimagined for Truth, Trust & Transformation
Remote Work Productivity Hacks
How to Make Money with AI Tools
AI for Beginners
RIP website developers.
— Meera | AI Tools & News (@MeeraAIIT) May 30, 2025
In 90 seconds, AI can build you a professional website.
Here's how it works (no coding needed): pic.twitter.com/UQXmzCLfxa
Please help promote my book:
— Paramendra Kumar Bhagat (@paramendra) May 31, 2025
Poetry Thursdays https://t.co/Geni1KBcNu
1/ Do the opposite of everyone else
— Kevin (@100baggerhunt) May 30, 2025
In January 2025, while everyone was buying AI stocks, Tangen said: "Sell US tech, buy China, buy what's out of fashion."
People called him crazy.
Three months later, the U.S. market crashed.
Do exactly what scares everyone else. pic.twitter.com/MFp7lEn74X
3/ Make transparency your competitive advantage
— Kevin (@100baggerhunt) May 30, 2025
Norway's fund won global awards for being the most transparent sovereign wealth fund in the world.
Their website shows the fund's real-time value, updated 13 times every second.
"The more people know the truth, the better it is." pic.twitter.com/gkrstbEXz1
4/ Admit mistakes to build deeper trust
— Kevin (@100baggerhunt) May 30, 2025
"The most important thing is to admit mistakes yourself. If people think you're clever and you admit mistakes, they trust you MORE."
During the 2020 COVID crash, Tangen publicly warned investors:
"It will be much tougher to make money…
5/ Learn from everyone, everywhere
— Kevin (@100baggerhunt) May 30, 2025
Tangen hosts "In Good Company" - a podcast where he interviews CEOs of companies his $1.7 trillion fund invests in.
• Elon Musk (Tesla)
• Jensen Huang (Nvidia)
• Daniel Ek (Spotify)
• Bruce Flatt (Brookfield)
This allows him to first, get… pic.twitter.com/mg1L5JBMsr
Velocity Money: Crypto, Karma, and the End of Traditional Economics
The Next Decade of Biotech: Convergence, Innovation, and Transformation
Beyond Motion: How Robots Will Redefine The Art Of Movement
ChatGPT For Business: A Workbook
Becoming an AI-First Organization
Quantum Computing: Applications And Implications
Challenges In AI Safety
AI-Era Social Network: Reimagined for Truth, Trust & Transformation
Remote Work Productivity Hacks
How to Make Money with AI Tools
AI for Beginners
7/ Invest in businesses that never change
— Kevin (@100baggerhunt) May 30, 2025
While others chase AI and crypto, Tangen focuses on 2,000-year track records:
"Women have painted their faces for 2,000 years. Do you think they'll stop?"
"We'll always need elevators to go up buildings."
Human behavior > trends. pic.twitter.com/wHTCe3w9lE
8/ Get comfortable being uncomfortable
— Kevin (@100baggerhunt) May 30, 2025
"The more uncomfortable you feel about a position, the better it probably is."
When you own 1.5% of every stock on Earth like Tangen does, you can't hide from problems.
Discomfort in investing usually signals the biggest opportunities.
sneak peek ๐ photos from our set (w/ @agrimsingh ) at @andfriendsfest ๐ถ pic.twitter.com/tI0weQxWuw
— Sherry Jiang (@SherryYanJiang) May 31, 2025
please, move to new york. pic.twitter.com/b7EryFpjRY
— โโโโโโโ — e/acc (@hamptonism) May 30, 2025
Velocity Money: Crypto, Karma, and the End of Traditional Economics
The Next Decade of Biotech: Convergence, Innovation, and Transformation
Beyond Motion: How Robots Will Redefine The Art Of Movement
ChatGPT For Business: A Workbook
Becoming an AI-First Organization
Quantum Computing: Applications And Implications
Challenges In AI Safety
AI-Era Social Network: Reimagined for Truth, Trust & Transformation
Remote Work Productivity Hacks
How to Make Money with AI Tools
AI for Beginners
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