Nvidia has an OpenClaw strategy. Do you? - Equity Recap

Podcast: Equity

Published: 2026-03-20

What Happened

NVIDIA's CEO Jensen Huang is forecasting a staggering $1 trillion in sales by 2027 for the company's AI chips, specifically the Blackwell and Verarubin models. The company's strategy involves an 'open claw' approach, emphasizing the importance of integrating their technology into enterprises to mitigate the risk of inaction.

Travis Kalanick, former Uber CEO, has announced the rebranding of his parent company to Atoms Inc. The company is acquiring Pronto, led by Anthony Levandowski, with a focus on autonomous vehicle technology in the mining sector. This move reflects Kalanick's continued interest in disruptive technologies.

Uber and Rivian are collaborating on a potential $1.25 billion deal to produce RoboTaxi versions of Rivian's R2 SUV. Uber has placed an initial order for 10,000 vehicles, with plans to scale up to 50,000 units. However, Rivian has yet to develop a production model or the software for full autonomy.

Rivian's focus on AI and autonomy impacts their timeline for achieving EBITDA positivity. They aim to deploy autonomous R2 vehicles in San Francisco and Miami by 2028, showcasing their ambitious plans in the autonomous vehicle space.

Frore, a deep tech chip startup, has achieved unicorn status with a $1.64 billion valuation. Inspired by NVIDIA's technology, Frore focuses on cooling systems, highlighting the growing demand for innovative hardware solutions in AI and computing.

Gary Tan of Y Combinator humorously mentioned 'cyberpsychosis' at South by Southwest, referring to his excitement for AI. His assistant later clarified that the term was used in jest, underscoring the growing enthusiasm and hype surrounding AI technologies.

Elon Musk's company XAI is facing challenges, with only two of the original 11 co-founders remaining. Musk's critical stance on XAI's prior work suggests a need for restructuring, reflecting his reputation for seeking dedicated employees.

Speculation surrounds SpaceX's potential IPO, with economic conditions causing some companies to reconsider their public offering plans. If SpaceX's IPO is canceled, it is expected that Elon Musk might announce it via a tweet, in line with his usual communication style.

Key Insights

• NVIDIA is aiming for $1 trillion in sales through 2027, driven by its AI chip models Blackwell and Verarubin. This ambitious projection highlights the company's significant role in the AI and autonomous vehicle sectors.
• Atoms Inc., rebranded from City Storage Systems, is acquiring Pronto to focus on autonomous vehicle technology in mining. This acquisition reflects Travis Kalanick's strategic pivot towards innovative technology sectors.
• Uber's partnership with Rivian involves producing up to 50,000 RoboTaxi R2 SUVs, emphasizing the push towards autonomous vehicle deployment. Despite the ambitious order, Rivian has yet to develop a production model or necessary software.
• Frore's achievement of unicorn status with a $1.64 billion valuation is notable in the tech industry. The startup's focus on innovative cooling systems, inspired by NVIDIA, is crucial for advancing AI chip technology.