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电子永远无法取代原子,黄仁勋当面告诉德国总理:“你们没有第二次机会”|他在柏林对话中的 7 个观点

2026-11-05 13:59 · 时长 12分50秒 · 模型 deepseek-flash · 在 B 站打开 ↗
#黄仁勋 #英伟达 #认知思维

电子永远无法取代原子,黄仁勋当面告诉德国总理:“你们没有第二次机会”|他在柏林对话中的 7 个观点

黄仁勋在访谈中重新定义了“聪明”,坦言公开演讲令他极度焦虑,并分享了“无知是超能力”、英伟达没有终局、只求留在牌桌上的经营与人生哲学。

核心观点

  • “聪明”的定义正在被 AI 改写:传统认为聪明就是智力高、会解题、技术强,但黄仁勋认为这类能力正在变成“商品”,因为 AI 最先解决的恰恰是软件编程——大家曾以为这是最聪明的职业。长期来看,真正的聪明是同时具备技术敏锐度、人类同理心,以及推断“未言明之事”、看到拐角之后的能力。

  • 真正稀缺的是“预见问题”的能力:能提前感知问题、在问题出现前就采取行动的人价值极高。这种“感觉”来自数据、分析、第一性原理、生活经验、智慧和对他人情绪的感知的综合。黄仁勋强调,这样的人 SAT 可能考得很差。

  • 外界对他最大的误解是“喜欢抛头露面”:事实完全相反,公开演讲让他极度恐惧。他提到两周后(不到两周)在华盛顿特区的 GTC 演讲,自己已经焦虑了一个月。财报周本身并不让他紧张,真正让他紧张的是公司会议和重要演讲。

  • 他讨厌重复已经讲过的内容:面对最重要的听众,他无法像给家人念旧稿一样“ regurgitate ”演讲,必须做到真实、独特、有用、有意义,而且每次都要新鲜。直到演讲结束,他都不知道效果会怎样。

  • 最触怒他的行为是“答非所问”:在艰难时刻和重要会议上,他需要事实、需要快速接近真相。如果有人不倾听问题、不理解问题、不回答问题,会瞬间激怒他,因为这说明对方没有意识到会议的重要性和紧迫性。

  • 最喜欢的度假地是“家人在的地方”:具体提到夏威夷、台湾和日本。落地夏威夷时通常全家在一起;台湾有重要的合作伙伴和长期友谊;日本则承载着拯救公司的早期记忆,虽然商业上多年成果有限,他仍对落地日本感到快乐。

  • 愿意重回自己的 20 岁,而不是今天的 20 岁:他认为自己那一代人的 20 多岁更快乐,因为可以“无知”一段时间,不必第一天就把全世界的难题扛在肩上。他相信无知中有快乐,无知也是一种超能力。

  • “无知是超能力”是英伟达得以成立的关键:如果当年就知道打造英伟达有多难,把所有挫折、失望和感受都提前装进脑子里,他根本不会开始。“How hard can it be?” 事后证明真的极难,但正是无知让人敢于踏上新冒险。他也批评当下年轻人信息过载、过早愤世嫉俗,认为需要主动培养“乐观的储备”和看见美好的能力。

  • 英伟达没有“终局计划”:他明确表示公司没有 end game,计划就是“staying in business”(留在牌桌上、保持经营)。公司会想象未来和技术的不同可能,但活下去是百分之百的计划。

  • 个人人生目标同样极简:没有宏大的 life goals,就是工作、保持就业、做好工作,被优秀的人包围。他认为“没有终局”在很多时候反而对英伟达很有帮助。

▸ 原始转写文字稿(9635 字符)
In fact, it's impossible to build NVIDIA. You can build NVIDIA. You just can't. But nobody can convince me otherwise, because I didn't know any better. Who's the smartest person you've ever met? Who's the smartest person I've ever met? I can't answer that question. And I know what people are thinking. The definition of smart is somebody who's intelligent, solve problems, technical. But I find that that's a commodity. And we're about to prove that artificial intelligence is able to handle that part easiest. Right. Yeah. And so, as it turns out, let me give you another example. Everybody thought software programming is the ultimate smart profession. Look what is the first thing that AI is solving. Software programming. And so, it turns out that the definition of smart is very different than most people think. And I think long-term, the definition of smart, and my personal definition of smart, is someone who sits at that intersection of being technically astute, but human empathy and having the ability to infer the unspoken, around the corners, around the corners, the unknowables. You know, people who are able to see around corners are truly, truly smart. And their value is incredible. To be able to preempt problems before they show up, just because you feel the vibe. And the vibe came from a combination of data, analysis, first principle, life experience, wisdom, sensing other people. That vibe, that, I think, that's smart. That, I think, is going to be the future definition of smart. And that person might actually score horribly on the SAT. Right. And so, anyhow. Okay. Okay. What's a misconception people have about you? These are hard questions. First of all, I don't know what they're, what's their, give me an example of a conception they have of me. That you love to be in the public eye, that you're a great, you know, you're a great speaker, so you love to give speeches. And you already said that that's not true. Yeah, that is not true. Right. That is, in fact, exactly the opposite of what I love. Public speaking scares the living daylights out of me. And it scares me not at the moment. It's, right now, I am, I am in deep anxiety over GTC, Washington, D.C. Yeah, coming up. It's two weeks away, less than two weeks away. And I am deeply anxious. I've been deeply anxious for a week, excuse me, a month. And so, so these things, these things wear on me. They're always in my mind. And, and, and, uh, they stress me out. Um, so I, I, I don't know how to explain it. Okay. Yep. If you were companies, meetings, scare me to death. Yes. Scare me to death because I'm, I'm, you know, I'm on stage and they're the most important people in the world to me. It is the single most important speech that I give in a lot of ways, but it's impossible to prepare for it and, and, um, and everything I can tell them on a presentation I've already said on some video somewhere, they ought to just go watch that. And so I hate, I hate to regurgitate, you know, talks to them, uh, because they, you would never do that to your family. You wouldn't, you would never come home and, and give your GTC talk, you know, to your family. And, and I hate doing that. And so it has to be genuine, has to be unique. It has to be useful, has to be meaningful to them, has to make a difference. I'm still leading the company. There's still an outcome that I'm looking for. And so you've got to do all of that and you've got to do it fresh. That is, and, and so I have no idea how it's going to turn out until it turns out. And so the entire time, you know, during earnings week, people think that the earnings is stressful to me, not even a little bit. Okay. The company meeting stresses me out. So, so the conception is exactly wrong. Right. Right. Yeah. That's good. Okay. What is your favorite vacation spot? Uh, wherever my family is and wherever we're cooking, having cocktail. Okay. And, and, uh, but if I had to name two places and one place or two, it's hard for me. Um, but I can tell it's my favorite vacation spot because I know I'm happy landing. I'm always happy landing in, in Hawaii. Okay. And because we're all, we're, we're typically together. Um, I'm, I'm really happy when I, when we land in Taiwan. Um, and, and the reason for that is because the people are great. Um, uh, I've got really important partners there and long-term friendships there. and my family's oftentimes with me. Um, um, I'm, I'm genuinely happy when I land in Japan. Okay. And, and the reason for that is because, um, I've very, very long memories of Japan and how important it was to saving our company and, and, uh, the early business trips that I've, I've been there. Uh, even though business-wise, largely unproductive over the years, I still, I still, um, and somehow have, have great joy landing there. And so maybe those are kind of three places. And, and, and my family's, my family's oftentimes with me when I'm landing. Okay. That's good. Yeah. Pet peeve. People who don't listen to my question, understand my question, answer my question during important times. Okay. When we're dealing with very hard situation, very difficult times, and we need, we need facts, we need facts. And I ask a question like that, if somebody doesn't answer it, it triggers me almost instantaneously. Okay. And, and the reason for that is because I don't understand why the person underappreciates the context of this meeting, that we're doing something really important and that we're trying to get to the truth and we're trying to get that we need to get there fast. And if somebody wants to trigger me, that's the way to do it. That's the way to do it. Yeah. We have a trick to making Jensen mad. Okay. One last question that someone asked me recently, and I love this question. It's if you, if you had to be 20 years old all over again, would you do it today or would you relive in our day? I would relive it in our day. And the reason for the, for that is because I thought that our twenties, um, was happier than these twenties. And, and, um, I think every, I think everyone deserves some time, uh, to be oblivious and not to have, not to wear all of the world's problems on their shoulder on day one. I just don't think it's necessary. Nobody can convince me of it. Otherwise that, that, that there's some, there's some joy in ignorance and there's, there's a superpower in ignorance. NVIDIA, it would not be power, would not be, would not be power. It would not be possible today. If not for the fact that I was ignorant to the fact that it's impossible to build NVIDIA. Right. Right. In fact, it's impossible to build NVIDIA. You can't build NVIDIA. You just can't. But nobody can convince me otherwise because I didn't know any better. And I think that optimistic people, you can't convince them that they can't make it better. They're so ignorant. They're so oblivious to the truth that they are optimistic. How is that a bad thing? And I feel that we're, we're, we're raising generation of, of very cynical, too informed. They're cynical, not because they're, they're, they're inherently cynical. They're cynical because they just see so much stuff. Right. It's too much stuff. There's time for that. You know, we gotta, we have to build up some internal reserve of optimism. We have to build up some internal reserve of goodness that you see only the good. You have to find a way to, to, to build up that, that muscle. Yeah. We, we had the opportunity to do that way more than people do today. Yeah. And we did that in our twenties. Yeah. When we're optimistic, we're superhuman and, and everything was possible, you know? And so that, I would choose my early twenties. Okay. Good note to end on. Ignorance is bliss. Ignorance is bliss. Yeah. And ignorance is a superpower and anybody who, who, who tackles a new adventure, if not for ignorance, they, they would, they would think it's too hard to even engage it. And, uh, I'm, I'm, I'm really, really quite fortunate to have been so informed. I've been, I was informed and, and, and hardworking, um, that, you know, I, I had some capabilities, but, but the ignorance was, was, um, helpful to me. And I approached everything with this attitude. How hard can it be? Now it turns out it's really hard. You have no idea, right? Look at what you built. And if you would have known everything then that, you know, now and all the feelings and all the setbacks and all the disappointments, and you bottle all of that up, you put it all in one place, you would never do it, you know? And, and I would never do it. And, and, and so I think the, the ignorance was a superpower. And, and then the other, the other thing that's a superpower is having, you know, having no end game, NVIDIA has no end game. People ask me, Jensen, what's your plan? We don't have one. Staying in business is our plan. You know, we, we, we have, we have future dreams of the world and we imagine how technology would be different, but staying in business is a hundred percent the plan. And, and, and somebody asked me once, and I get asked all the time, I guess, Jensen, what are your, what are your, what are your goals, life goals? I don't have any, you know, just working, staying employed, being able to do good work, surrounded by amazing people. That's, that's the goal. And, and so in a lot of ways, you know, having no end game is, is a really, has been really helpful to NVIDIA. Okay. Yeah. So anyways, that's my end game point for the end of the show. I love it. Thanks for being my first guest. This was super fun. Thank you. This was terrific. Great to see you. Good to hang out with you. Yeah, you too.