When smart people get excited to work on something that sounds boring, you know they're in earnest — that they're not just doing it to seem cool. It also means that the problem they're solving has mostly been overlooked, and is thus a kind of undervalued asset.

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Jensen Huang · Aug 10, 2026 · 9:56 PM UTC

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Jensen Huang

@JensenHuangAug 10

NVIDIA AI Factory Compute Is Becoming an Investable Asset Class

Article · @JensenHuang

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Dara · Aug 28, 2026 · 5:13 AM UTC

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@dara_ventureAug 28

We need aggressive founders with huge hearts We need aggressive investors with big balls to jump in when they get that gut feeling We need both to make a shit ton of noise

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