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Jensen holds court

Notes from being on the ground at Nvidia GTC. Also: OpenAI's "distraction" warning, Meta gets its own OpenClaw, and more.

Mar 17, 2026
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I’m sending this super late due to spotty plane WiFi on my flight back from San Jose, where I spent the day at Nvidia’s GTC conference. I interviewed Modular CEO Chris Lattner and Decart CEO Dean Leitersdorf at the Nebius booth in the afternoon. More to share from those convos in the coming days. But first…


Token king

In an industry shaped by eccentric billionaire founders, Jensen Huang operates in a league of his own.

Ahead of attending my first-ever Nvidia GTC conference today, I’d heard the stories: Huang pays obsessive attention to even the smallest details, his keynotes are unusually long, and he doesn’t use a script. All of it turned out to be true, of course.

When I first showed up in the parking lot at the SAP Center in San Jose, home of the Sharks, a guy was talking about the Cinderella Effect and open source models on a Jumbotron. Inside the arena, about 30,000 people were packed in to hear AI’s de facto leader give his state of the union.

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