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<p>Nvidia booked ninety six point two billion dollars in a single quarter, and Alex Wissner-Gross wants to know how much of that demand Nvidia is quietly financing itself. Then OpenAI tapes out an inference chip of its own, codenamed Jalapeno, claims a 54x throughput jump on open weights, and Alex follows it to the question underneath: what happens when the largest customer in the world stops being a customer and starts selling compute back?</p><p><br></p><p>Also in this episode: why Chinese labs burn compute on video when American labs will not, why Beijing may end up loving AI companions instead of banning them, a man in a Darth Vader costume testifying for surveillance cameras in San Diego, eighty years of nuclear governance we are only now starting to unbreak, drone fleets that never land and give us weather control, and why the killer app for the moon is a chip fab.</p><p><br></p><p>"Do it now. Otherwise, do it never."</p><p><br></p><p>Sourced from the Moonshots Podcast with Peter Diamandis, Salim Ismail, Dave Blundin and Alex Wissner-Gross, EP284. Full original episode, please go watch it and subscribe to them: youtube.com/watch?v=tfBEWh9ibfU</p><p… ASI Pill takes the exponential seriously and follows it all the way to its conclusions. Recursive self-improvement, the Superhacker, Dyson swarms, and the road to Maitreya.</p><p><br></p><p>#ASI #AGI #Singularity #AlexWissnerGross #OpenAI #Nvidia #Moonshots #AIChips #Superintelligence #Jalapeno #FutureOfAI #Exponential</p><p><br></p><p>TIMESTAMPS:</p><p>0:00 Intro</p><p>0:25 Is Nvidia financing its own demand</p><p>2:42 Two kinds of circular economy</p><p>3:37 SpaceX, Optimus and the Dyson swarm</p><p>5:15 Why China spends compute on video</p><p>7:47 The CCP will love AI companions</p><p>10:11 Flock cameras and the panopticon</p><p>12:03 Let everyone watch everyone</p><p>12:23 Why 90s sci-fi saw it clearly</p><p>13:49 Agency is the last human edge</p><p>15:14 Now they fear too much compute</p><p>15:49 OpenAI's Jalapeno chip</p><p>18:15 OpenAI Compute hosts Anthropic</p><p>18:25 Apple fumbled its own hardware</p><p>20:06 Nuclear governance broke in 1946</p><p>23:35 Drone swarms and weather control</p><p>25:19 The last pre-AI cancer drug</p><p>27:22 Regrowing tooth enamel</p><p>28:45 If there is no AI, why bother</p><p>29:00 The Broken Waymos Theory</p><p>29:32 The moon's killer app is a fab</p><p>31:06 The lunar petafab gets its wings</p>