Nvidia GTC, Uber-Rivian Deal & Travis Kalanick's New Venture

Podcast: What happened at Nvidia GTC: NemoClaw, Robot Olaf, and a $1 trillion bet | Equity Podcast

Published: March 21, 2026

Topics: Nvidia GTC, Uber Rivian partnership, Travis Kalanick Adams, AI chips, robo-taxi, xAI IPO, Jensen Huang, autonomous vehicles, tech news, Equity podcast

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Section 1: Gary Tan's AI "Cyber Psychosis" at SXSW

Context: The discussion centers on a session at South by Southwest (SXSW) featuring Gary Tan, the CEO of Y Combinator. "Cyber Psychosis": Tan jokingly described his intense enthusiasm for AI agents as "cyber psychosis," claiming it caused him to lose sleep and that he no longer needed drugs....

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What happened at Nvidia GTC: NemoClaw, Robot Olaf, and a $1 trillion bet | Equity Podcast

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Summary

Section 1: Gary Tan's AI "Cyber Psychosis" at SXSW

Context: The discussion centers on a session at South by Southwest (SXSW) featuring Gary Tan, the CEO of Y Combinator.
"Cyber Psychosis": Tan jokingly described his intense enthusiasm for AI agents as "cyber psychosis," claiming it caused him to lose sleep and that he no longer needed drugs....

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