NVIDIA CEO Says AI Shouldn’t Replace Jobs…Here’s Why

In this episode, we react to a bold take from Jensen Huang on why AI shouldn’t be used as an excuse for layoffs—and instead should be a tool to do more with more. We break down the real reasons companies are cutting jobs, why the “AI efficiency” narrative is often misleading, and how top performers are using AI to scale output rather than replace people. We also dive into what’s actually driving growth today, from optimizing for platforms like ChatGPT to the overlooked power of boring but effective marketing channels, and why the future belongs to teams that combine AI fluency with strong judgment.

• 0:00Speaker 00

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• 0:45Speaker 00

  more? And so I thought this would be interesting for us to react to, because you and I are, we have our organizations. We also talked to a lot of our founder friends as well. We know a lot of people. And so I think it's interesting. He's like, if you're able to do more, why would you not do more? And here's the thing, like I told you a week ago or so, I am probably clocking 12 to 14 hours a day, but I don't feel like I'm working. Like, I work until my eyes hurt like hell, and then I go to sleep. And I wake up again, and then they hurt like hell, and I go to sleep. But I think the difference is, Neil, like you said, you don't want to work like you did before. I don't feel like I'm working like I did in my twenties. I just feel like it's almost like when I was a teenager, when I was addicted to video games, and I just played until my eyes hurt. So, anyway, what do you think about Jensen's quote?

• 1:23Speaker 01

  I agree with him. I think, so there's a lot of companies that have been using AI as a narrative for layoffs. Block uses it, Atlassian uses it. I think it's a bunch of lies. Just, that's just my own personal opinion. I have no data to back this up. I don't think if you're Block, you eliminated 40% of your employees because of AI. I think you eliminated 40% of your employees because the business is barely growing. If you look at the last few earnings, you can see it. It's in the single-digit percentile in growth. They're not doing that well from a growth standpoint. And if you had to tell the stock market, "Hey, we're going to lay off a lot of people because our growth isn't what we wanted." And to clarify on the growth, if you look at your December 2025 numbers, quarter-over-quarter from the previous year, 3.65% growth. Annually, 2025, they grew 0.3%.

• 2:10Speaker 01

  Twenty twenty four was ten point six percent. In essence, growth has drastically been slowing down. Twenty twenty two is negative point seven three, twenty twenty one blockbuster year because of COVID, right? Eighty five percent. But the point I'm getting at is like, growth has definitely slowed down. If you're not even growing at one percent, you're, what are most of people in your organization doing? Cut them. Like, I get it, but you can't tell the market, hey, we overhired. We thought we were going to keep growing at eighty five percent a year. We didn't. So we had to lay a lot of people off. That's like doom and gloom, and people are just going to crush your stock for that. On the flip side, if you say, hey, with AI, we're more efficient, we're able to lay off forty percent. That narrative sounds better to the public markets, even though they're both doom and gloom in theory,

• 2:53Speaker 01

  because you're laying off humans and affecting their livelihoods. But I don't believe that AI story is true. I'm assuming you agree with that, or?

• 3:01Speaker 00

  Yeah, so my, my thoughts are just to respond to Jensen's quote on laying off people is misguided with AI. Like, you should be doing more with more. I do agree with that point. I think, yes, your best people are trying to do more with more, guaranteed. Like, you know, all the people that we talked to, right? And so I will say, though, like, the, the AI fluency piece is also very important, right? I think the ones, to Neil's point, yes, there is a whole narrative. Like, I do think people overhired, they, they can't bring that narrative to the market. Like, you know, they have investors, shareholders and all that. But I do also think that the people that we talked about, the, the two by two with the slot cannons, a good, you know, poor judgment is, you know, you're going to either not have a job if you're not using AI. But if you are using AI, plus you have bad judgment, you're a slot cannon, right? I think it's that quadrant that's unfortunately going to be cut.

• 3:44Speaker 00

  Whereas I think the other people are going to do more with more and they're going to work harder. And I do think people get to chill more too. Like, some people are going to choose to chill more, that's, that's fine. But there, there's caveats to it, but I, I do agree in principle.

• 3:55Speaker 01

  Yeah, and, and I also believe that if you're not thinking about it in a productive way, versus think about it in negative doom and gloom, you're also not going to do well in this new world. Because if you just break it down from a marketing aspect, all right? And we can talk marketing divisions because Eric and I deal more with marketing than any other divisions. I don't know anyone in marketing who's like, I can't wait to fire all my people. Most people are like, I can't wait. Wait to use AI so we can get more productive, grow faster and beat our competition. The narrative is always do more, not do less. And to do more, yes, you need AI, but you also need the humans. And a lot of people that I know in marketing are like, man, if we can do more and grow faster, then we can even scale more, hire more people, grow faster, expand more internationally, add more products.

• 4:40Speaker 01

  And that's the correct mindset that companies should have, right? From a growth mindset, it's about how can you do more, not how can you do the same with less.

• 4:48Speaker 00

  By the way, that's the stuff that we're pitching with our agents and then our AI dashboards and all that. It is not to say, oh, we're here to replace people. No, we are here to help people, everyone become like a top 10% performer. Okay. And we are here to make you look good too. So if you do that, if you sell in that way versus saying, oh, we're here to replace people, that's not going to be a good sell, right? Cause the people using your stuff, they're not going to want to hear that. So you have to take that into mind. That's not a good narrative.

• 5:13Speaker 01

  Yeah. Yeah. If you're like, we're going to replace half your department. Good luck getting them to approve the budget. Or the contract.

• 5:20Speaker 00

  Yeah. Yeah. But I think when you're like, by the way, like, I'm so dumb. I was talking to my sales team yesterday. I was messaging them individually and my agents have invaded Slack and they're working with the team. It's helping with data pull strategies. It's helping with execution as well. And I noticed in the channel, they're talking like they're talking a lot with these things. So I was just curious. I'm like, what value are you getting from this right now? I'm just trying to get them to quantify it. They're like, we're saving at least individually 20 hours, if not maybe 30 hours a week on this stuff. And I'm like, how much do you think this is like, how much do you think companies would pay for this a month? They're like at least 5,000 a month. And they each said it individually, right? But the key thing is they're talking to these agents a lot and they're getting the value from it. And I'm like, oh, like we have all these other agents and all that. But I'm like, the agents inside of Slack, I think is a major unlock that everyone should do. We're actually pushing to sell that now, like as a base to everything that we're doing.

• 6:05Speaker 00

  So I think that's going to be the future of work because Neil, if you have an infinitely patient bot that's working with people, it's coaching people, it's also helping with performance management as well. I think your team, your entire team scales a lot faster. So literally my team right now, as we're recording, they're doing a hackathon right now. And I said, I sent a message to the entire team today. I was like, hey, guys, don't try to build these dashboards for humans to use. You want to build stuff that's agentic and you want to build stuff that does the work for you. You want to. Not do the robot work. So be lazy, but be smart. And that was the message. So hopefully they do that. We'll see what happens.

• 6:34Speaker 01

  Hopefully. And you nailed it with dashboards. People don't want dashboards. They just want AI to do it and be like, we did it. Here are the results. Now, look at this data and analyze it. It's like, well, you show me a dashboard, just analyze it and tell me and fix it and then give me the results. That's really what people want, even though not everything is possible in today's world. That's the ideal outcome that people want. On a side note, if you had to pick the two L L Ms that are going to be the best for generating B to B customers, which ones do you think they're going to be?

• 7:04Speaker 00

  The best L L Ms for generating B to B customers, I would go Anthropic first, just because I love them. And when you say generating customers, what do you, like, what context?

• 7:14Speaker 01

  Like getting listed on Chat G P T and then it driving traffic and then you're getting customers from them.

• 7:18Speaker 00

  Oh, okay. As a channel.

• 7:20Speaker 01

  As a channel, yes. To be clear. So what would be your number one and number two?

• 7:23Speaker 00

  Right now, I still go Chat G P T because they're, they're, they're big. I don't know if I would pick Anthropic as number two. I might pick, oh, Gemini. I'll go Chat G P T and Gemini.

• 7:32Speaker 01

  So we're very similar. I wouldn't do Chat G P T. I believe number one's going to be Gemini and number two's going to be Copilot. And the reason being is wherever I go to talk at events, because I typically speak to larger corporations. Dude, almost everyone is pivoting away from Chat G P T and using Gemini and Copilot. You want to guess why?

• 7:50Speaker 00

  They're free?

• 7:51Speaker 01

  Bingo. They're like, we already paid for it. It's included. They don't want to spend more money. It doesn't matter if they like Gemini or Copilot more. Cheaper or free typically wins in organizations in the long run. If you don't believe me, you know, when I talked to Heathen, he's like, dude, use Teams for calls. He's like, no one in the Bay Area use Teams. We all use Zoom. And I'm like, uh, no companies I talk to use Zoom. Almost every corporation uses Teams. He's like, what about Slack? And I was like, I'm like, we use Teams. He's like, you guys don't use Slack? I was like, no. He's like, every startup uses Slack. I'm not saying big corporations don't use Slack or don't use Zoom, but the majority use Teams, even if it's not as good of a product, because it's just free and it's included in the bundle. It's just cheaper financially.

• 8:31Speaker 00

  Dude, you want to talk about bundle? Okay. So obviously Nvidia had their big conference this week, right? And I think Jensen probably spent 20 minutes talking about Open Claw. So I'll talk about that. In a second, but I think there's a genius marketing play here. So what he has is Nemo Claw, which is their enterprise version of OpenClaw. So they partnered with up with OpenClaw here. What I think is genius is we're setting up Nemo Claw for our clients right now because they want security and all that, right? And we're like looking through it's like, dude, you cannot operate it on like a Apple device or you have to buy Nvidia. You have to use Nvidia hardware only if you want to use Nemo Claw. There's only two options for enterprise grade claws right now. It's the Amazon has a version, but then you have to use their tech and then you have Nvidia's version, but it locks you into their ecosystem. And because they're the they're the front runners

• 9:16Speaker 00

  on this and they're going to spend like $26 billion or something on their own models. I think that's a genius marketing play because it's what do you call it? You want to call it ecosystem lock in? That's what they have.

• 9:25Speaker 01

  Dude, do you, you know, Nvidia makes, most people say Nvidia makes all their money from chips, right? That's what I think everyone would say. Do you know what their second biggest business is? And it may overtake the chip business one day?

• 9:36Speaker 00

  Software?

• 9:36Speaker 01

  No. Nvidia's networking business. They it connects data centers to data centers.

• 9:42Speaker 00

  Oh, that makes sense.

• 9:42Speaker 01

  It's growing at 267% a year. It did 11 billion in revenue last quarter, just in one quarter, 11 billion, growing at 267% per year.

• 9:54Speaker 00

  That makes sense. Like, by the way, I, I, I think you and I can start to see this now where I'm like, I need to start to buy, you know, physical infrastructure to like, which is weird because it like, we thought everything went to the cloud, but I'm like, and that, that, that means Nvidia is going to grow even faster. The data center revenue, by the way, you want to talk about data centers, like sometimes you just ride the wave of an industry. So remember you met, you met this guy before, I'm not going to name names, but he bought a furniture company and then he repurposed that furniture company, like a general purpose furniture company to just build furniture for data centers. The revenue just shot up to like nine figures. It was like nothing before. Sometimes you ride the wave and uh, yeah, you just kind of take it from there.

• 10:31Speaker 01

  Dude, I'm with you. You know, I I've been talking to a lot of people about the monies and the boring and ugly. And I'm in France right now. One of their amazing companies in France is LVMH. So people are like, LVMH, it's a sexy company, it's cool. And when you look at LVMH, I believe they do around eighty billion a year in revenue. I'm like Nvidia is pulling in roughly forty two point nine six billion dollars, I believe, in net income per quarter at this point. So they're gonna do around like a hundred and seventy ish billion in profit a year, right? So I was like Nvidia is not like a sexy company compared to, you know, like a lot of these watch companies or designer clothes companies. Like the general population does not care about Nvidia. I'm assuming almost everyone will agree with that. And the same goes in marketing. Everyone always tells me like, look at this beautiful commercial I did.

• 11:16Speaker 01

  You know, like with Claude, the Claude's creative commercials to me were beautiful, right? When they were talking about OpenAI and how they have won't have ads, you know, or ChatGPT has ads and they won't have ads. But Claude's not popular because of that. Claude is popular or Anthropic is popular organization because of Claude specifically and what it can do for businesses. More than, you know, like Claude Claude, not because of those commercials. And in marketing, a lot of the money goes to like cool sexy channels and campaigns. Time and time again, every time I ask people who run Super Bowl commercials, like I was with a company that I sent to NDA. They're a D to C company. They they grew really fast. They're really large now. They sell their products in stores. They ran a Super Bowl commercial. And I asked the guy on the phone, like, so what did it do to your sales?

• 12:01Speaker 01

  He's like, nothing. He's like, we didn't see any movement. But they did it for brand exposure. And I get it at their size. I get why they did it. But again, the money's not in the sexy. The money is in things like Amazon marketing on the marketplace if you're D to C. Or G E O and getting ChatGPT to recommend your business, whether you're D to C or B to B. Or ranking on Google or doing Google ads or optimizing TikTok. So then that way, the shopping experience, you know, when people see your products there, they buy on TikTok or Instagram. Again, these aren't sexy, but this is the stuff that moves the needle. And people need to start going back to the ugly, boring stuff versus the cool hip stuff.

• 12:37Speaker 00

  Well, speaking of the cool hip stuff, I want to come back to the the thing. We're just talking about right now. So Jensen saying that every software company in the world needs to have a claw strategy. Okay. And I do think a lot of companies are converging into becoming software companies. Not, I mean, physical companies, maybe not so much, not like LVMH, but I think that part is interesting to me because I just, I see the evolution in the company right now where people are just, they're talking to these claws like they're actual partners and getting things done. Again, data pole strategies, actual execution. And so I think that the fact that he said that and he, he spent 17 minutes of his, uh, his talk time on it, I think is really interesting. And I don't know, like, what are, what are you feeling about this right now? Have, have you played with it or no?

• 13:18Speaker 01

  I have not played with it personally. I've seen it from my team and them sharing the results. There was a marketing tool that went viral on X, I think in the last week or so, it had 12 million views when I saw it. I was traveling, but I saw it. And it was something that like first AI CMO, it'll do all your SEO for you and all this.

• 13:36Speaker 00

  Oh, yeah. Yeah, yeah, yeah.

• 13:37Speaker 01

  It broke a lot, so people weren't happy. You can play with it and judge on your own. But I was talking to my team and I've been talking to my team about this narrative since middle of last year. And I keep telling them, you know, and OpenClaw does it because OpenClaw actually takes action for you. Like people talk about agents, but they don't understand how agents work or practically use cases. OpenClaw can go and do everything for you as an agent, right? It just goes and executes and then it brings you back the end result. People, when they're paying a company or paying a software solution, I believe they're tired of dashboards, they're tired of reports, they're tired of analyzing things on their own and figuring out what to do. Even if you give them the list, they just want more of a chat style interface being like, and listing out, here's what's wrong.

• 14:20Speaker 01

  We're going to fix this and this priority, here's the estimated results. Is this approved for us to fix? Yes. Oh, we can't fix it because we're not connected with your WordPress. Click here to connect with your WordPress. Boom. Oh, we want to track your results, integrate with your Google Analytics, click here, we'll do the rest for you. And it just goes and does everything for you. I think that's really the future of a lot of the internet and businesses and even marketing. I think like it's, you can pay software to do outreach for you, like for the RightSonic guy, founder was showing me. How he's using OpenClaw to do outreach for influencers. So he hit up 400 and something influencers. It would bid on his behalf. He gave it a max budget. It would have to go to him for approvals all the time. So there's going back and forth in Telegram.

• 15:03Speaker 01

  He got five approved out of it. The campaigns went live. I don't have the results from the campaigns. He didn't share that, but he shared how he did all of this with OpenClaw and it's pretty quick. And you're going to start seeing more things like that. Now that result is a little bit skewed because there's already software companies that do that for you before OpenClaw that you can just pay $20 for per month. And he may have spent more than $20, you know, spinning this up with servers and stuff like that. So I think at the same time, even though we're looking to automate a lot of marketing, people need to also not get carried away and reinvent the wheel through AI. When there's already solutions that do it for you that are cheaper, and I would recommend doing that than running an OpenClaw instance and having to deal with bugs or issues or anything like that.

• 15:44Speaker 00

  Yeah, that's actually a key thing. So even though I talk about this stuff, it's like, hey, if you can find a solution that's 50 bucks or 100 bucks and it does it, like, don't try to engineer this stuff. But for the things that you don't want to do, so I'll share my screen real quick. So I was playing around with this last week, I think. So. What I have on the screen over here, this is instantly, which allows you to create email inboxes, allows you to send emails, things like that. Just think of it as a, you know, email infrastructure. I was like, well, I don't want to make all these email domains. I don't want to figure out what's available, what isn't. I also don't want to come up with the names as well. So this actually made, it's like, it came up, it figured out, you know, the naming convention. So we have the company name and also like a modifier at the end. It was like clickflowgrowth.com, carrotreach.com.

• 16:25Speaker 00

  And it went, it bought all these domains. Okay. It started warming them up with it instantly. And not only that, Neil, it started to write the sequences too. And so it's like, okay, you know, hi, first name, here's what we'll do over here. We'll analyze your presence at no cost, whatever it is exactly. Want me to run the analysis? And so it's just testing this. We're starting to test it as of like Monday on this one, but it's already working for us on the recruiting side. And so my point is, we're talking end to end solutions. Neil just mentioned that the key thing here with any of these claws is that it can do the work for you and it's not only going to analyze for you. It's not only going to do a data pull, but if it can. For you end to end where you just have to review the work. That's why Jensen is saying this is so important. Because that changes how we work across the board.

• 17:09Speaker 00

  So Nemo Claw, Open Claw, whatever it is that you use exactly. That's why he's like, it is the most important piece of open source software ever. And that's from his mouth, not mine. And guys, test at your own risk because you don't want to burn everything. So don't, don't just connect it to everything and like, give it all your financials and your credit cards and all that. That's not going to be good for you. So all that to say, guys, that is it for today and we'll see you tomorrow.