Welcome to the Innovator Coffee, a podcast that bridges the gap between people and the world of AI and innovation. We're Tom and Wickey. Follow us to explore the top AI applications, ecosystem insights, and the emerging trends.
Today, we are honored to have the following guests to share the first hand insights and interpretation of the 2025 NVIDIA GTC:
- Tian Lan, Future/BuilderZ, Founder & Early Stage Investor
- Bill Sun, CEO of Alpha.ai & Ex-Google, the team that discovered the Transformer Architecture
- Liangcheng Zhou, USD Fund Managing Director
This podcast episode, Innovator Coffee features a discussion among investors and AI experts regarding NVIDIA's GPU Technology Conference (GTC). The conversation explores keynote announcements, including advancements in generative and physical AI, digital twins, and robotics. Participants share their first-hand experiences and insights on the significance of GTC in the AI and computing landscape, touching upon topics like market trends, technological limitations, and potential future directions. They also reflect on sessions beyond the keynotes, covering venture capital, robotics advancements, and the concept of "tokens" in AI.
Here is a summarized version of each section of the podcast with timestamps:
[00:02 - 02:19] Introduction to GTC and Guest Introductions
[02:20 - 08:56] The Significance of GTC and Initial Observations
[08:57 - 13:00] The Role of NVIDIA and the ecosystem for the landscape expansion
[13:01 - 17:24] Reactions to Jensen Huang's Keynote, digital workforce (digital workers), digital twins (beyond autonomous driving), and physical AI
[17:25 - 25:48] The Concept of "Token" and the Limitations of Generative AI
[25:49 - 33:51] Robotics, Autonomous Driving, and Human-Centric AI
[33:52 - 43:57] The Vision for Personal AI and Future Infrastructure
[43:58 - 01:11:59] Final Thoughts, Unanswered Questions, and Concluding Remarks
Hosts quick bio:
Tom Kong
*Stanford EE alumni,
*Founder@ Stanford AGI Adventist Community (10K+ members so far from top VC, Engineers, startups from Silicon Valley )
*AI Lecturer, a serial entrepreneur in media and data. Advisor @ techtimes.com
*AI deployment for 8 years, with NLP and recent LLMs (RAG, Agent, Diffusion)
Wickey Wang
*Growth fund VC advisor and Angel Investor with cybersecurity and AI focus
*GAI Security book co-author & ISACA emerging tech writer
*Cybersecurity and Innovation class faculty in local university
*IT Security Compliance/IT Audit
Questions, Suggestions, Feedback and Comments? You can find us in LinkedIn:
https://www.linkedin.com/in/wickey-wang-cisa-six-sigma-green-belt-2aaa913
https://www.linkedin.com/in/thomaskong/