Post

How to get URL link on X (Twitter) App

On the Twitter thread, click on or icon on the bottom
Click again on or Share Via icon
Click on Copy Link to Tweet
Paste it above and click "Unroll Thread"!
More info at Twitter Help

Heath Ahrens

@heathahrens

Jul 24 • 16 tweets • 5 min read • Read on X

Scrolly

Nvidia CEO Jensen Huang just made the boldest prediction of his career:

“AI will create more millionaires in 5 years than the internet did in 20.”

But he didn’t stop there.

He revealed exactly HOW it’ll happen

Here’s his framework for capitalizing before it’s too late: ⬇️

Jensen runs NVIDIA, the trillion-dollar company powering the entire AI revolution.

He's seen every major AI player's roadmap.

He knows what Zuck, Elon, and Sam Altman are building before we do.

His perspective isn't speculation - it's insider intelligence:

"We're a couple hundred billion dollars into a multi-trillion dollar infrastructure buildout."

Think about that. We're not even 10% through this transformation.

The internet boom was measured in billions. This one's measured in trillions.

But here's what shocked me most:

Jensen isn't worried about AI taking jobs. He's worried we're not moving fast enough to create them.

"AI is the greatest technology equalizer of all time."

His reasoning completely flips the narrative:

Part 1: The Great Equalizer Effect

"Everybody's a programmer now. You used to need C++, Python... Now you just talk to the AI."

The barrier between ideas and execution just collapsed. Every creative becomes technical. Every technical becomes more creative.

But it goes deeper:

"Everybody's an artist now. Everybody's an author now."

We're not replacing human creativity - we're amplifying it 100x.

The person with the best ideas wins, not the one with the most technical skills.

This changes everything about who can build companies:

Part 2: The Two-Factory Model

Jensen's insight that changed how I see every business: "Every company in the future will have two factories."

Factory 1: Your actual product. Factory 2: The AI that powers it

Tesla gets this. They build cars and build AI brains for them...

This isn't limited to tech companies.

Every industrial company becomes an AI company.

Or as Jensen put it: "Or you're not going to be an industrial company."

Manufacturing, healthcare, transportation - all need both.

The companies building factory #2 right now will dominate:

Part 3: The Infrastructure Gold Rush

"In Arizona and Texas, we'll produce about half a trillion dollars worth of AI supercomputers in the next 4 years."

That infrastructure will drive a few trillion in AI industry value.

Here's what blew my mind:

150 AI researchers at DeepSeek or OpenAI can create $20-30 billion in value.

That's $200 million per person in value creation.

No industry in history has had this kind of leverage. Small teams, massive impact.

Jensen called out something crucial:

"American tech stack being the world's standard is vital to winning the AI race."

Chinese AI labs building on NVIDIA chips? America wins.
Global developers using our infrastructure? We maintain control.

Our tech stack IS our moat.

But here's Jensen's warning:

"If you're not using AI, you're going to lose your job to somebody who uses AI. That we know for certain."

This isn't about AI replacing humans.

It's about AI-enhanced humans replacing those who refuse to adapt.

The window to position yourself is closing fast:

After building the first cloud-based text-to-speech platform (before Alexa existed) and multiple exits, I've seen this pattern before.

The companies that win aren't waiting for perfect timing.

They're building bridges between human potential and AI capability right now.

About me:

Built voice tech before Alexa or Siri.

Now I’m at - powering real-time voice agents and cutting-edge TTS for over 1 million users every month.

If you’re exploring how Voice AI can scale, automate, or replace human conversations, let’s connect.Voice.ai

https://twitter.com/37971307/status/1948405338442772892

If you found this thread helpful:

1. Follow me @heathahrens for more.

2. RT

https://twitter.com/37971307/status/1948405338442772892

Video & photo credits :
· All-In Podcast:

• • •

Missing some Tweet in this thread? You can try to force a refresh

This Thread may be Removed Anytime!

Twitter may remove this content at anytime! Save it as PDF for later use!

More from @heathahrens

Heath Ahrens

@heathahrens

Jul 22

Nikola Tesla discovered something so dangerous,

He begged ONE man to hide it for 1,000 years.

That man quietly changed how we understand reality.

Now his suppressed work is resurfacing and it’s terrifying: ⬇️

In 1921, Russell experienced something extraordinary.

For 39 days, he entered what he called "cosmic illumination."

When he emerged, he claimed to understand the true nature of matter, light, and the universe itself.

His insights would challenge science for decades:

Russell created a periodic table in 1926 that looked nothing like what we learn in school.

Instead of rows and columns, he arranged elements in 9 musical octaves.

Like notes on a cosmic piano.

He used this to predict elements that "didn't exist" yet:

Read 16 tweets

Heath Ahrens

@heathahrens

Jul 15

A 25-year-old just built military tech in 6 months.

Boeing says it takes 10 years.

Now, he’s taking contracts from the biggest defense firms in the world.

Here’s the execution playbook they never saw coming:

Defense contractors move at glacial pace.

A simple software update can take years.

New capabilities take even longer.

This creates a massive vulnerability that fast-moving startups can exploit:

Traditional contractors operate on timelines from another era.

Committee meetings just to schedule meetings. Approval chains with dozens of stakeholders.

Development cycles measured in half-decades.

But Palmer Luckey saw opportunity in this dysfunction:

Read 15 tweets

Heath Ahrens

@heathahrens

Jun 26

OpenAI pays 20% of every dollar to Microsoft.

Last year alone, that was $700 million.

Microsoft profits while OpenAI loses billions.

Here's why this lopsided deal is imploding:

The partnership started in 2019 when Microsoft invested $1 billion in OpenAI.

It seemed like the perfect win-win deal.

Microsoft got early access to breakthrough AI technology.

OpenAI got the computing power and cash to build the future.

But something went terribly wrong...

The breaking point came with OpenAI's $3 billion acquisition of Windsurf.

Windsurf is an AI code generation company.

Microsoft's contract gives them access to ALL of OpenAI's IP.

Including Windsurf's.

The problem? Microsoft's Copilot directly competes with Windsurf:

Read 15 tweets

Heath Ahrens

@heathahrens

Jun 24

1 waterway controls $2 trillion in oil trade annually.

Iran just threatened to shut it down completely.

6 nations would lose access to global markets overnight.

Here's how the Strait of Hormuz became humanity's economic kill switch:

Picture a narrow waterway just 21 miles wide at its narrowest point.

It sits between Iran and Oman at the entrance to the Persian Gulf.

This tiny chokepoint handles 20% of the world's oil supply every single day.

But here's what makes it truly dangerous:

6 of the world's largest oil and gas producers depend entirely on this passage.

Saudi ships 5 to 8 million barrels daily through the strait.

The UAE, Kuwait, Qatar, Iraq, and Iran all rely on it for their exports.

Without it, these nations become economically landlocked:

Read 16 tweets

Heath Ahrens

@heathahrens

Jun 20

Amazon, Google, Meta and Microsoft all made the same bet on nuclear AI.

But there's a massive problem they didn't see coming.

America doesn't control the uranium needed to power it.

Here's why Big Tech just handed our enemies total leverage:

First, let's talk about the energy problem.

AI data centers need massive, reliable power 24/7.

Solar and wind can't deliver that consistency.

Nuclear energy can.

That's why Big Tech is going nuclear:

Nuclear energy runs continuously without depending on weather conditions like solar or wind.

It can generate massive amounts of power from a single facility.

But here's what most people don't realize about nuclear power:

Read 18 tweets

Heath Ahrens

@heathahrens

Jun 19

Apple paid less than 1% tax in Europe in 2014.

Microsoft, Pfizer, and 948 other US giants copied this exact strategy.

It's completely legal but costs America hundreds of billions annually.

Here's the loophole that's bleeding the US Treasury dry:

In 1996, only 3% of US businesses with global operations had Irish affiliates.

By 2022, that number exploded to 25%.

Over 950 US corporations now run subsidiaries from Ireland.

The transformation started when Ireland was desperate to change its fate...

In the 1980s, Ireland faced massive unemployment and population decline.

Young, educated workers were leaving the country in droves.

Dublin had the youngest, fastest growing, and most unemployed population in Europe.

Ireland's solution changed everything: