虎嗅

Whether Kim Jong-un and Trump are just acting or not doesn’t matter; what’s important is that they’re using you as a pawn in their game, and you don’t even realize it.

原文:黄仁勋和特朗普是不是演戏不重要,重要的是他们拿你做赌注,你还不自知?

The 30-Second “Hands-Free Call” Reveals the Cruelest Truths of the AI Industry

Hello everyone, I’m your financial journalist friend. Today, we’re not going to talk about piles of boring data or complex chip specifications, but about an “interlude” that took place at the All-In Summit in Los Angeles on September 14th.

This interlude was only a little over thirty seconds long: Nvidia CEO Jensen Huang was giving a speech when his phone rang. The caller was Donald Trump. He answered the call immediately, turned on the hands-free feature, and even considered connecting Trump’s voice to the speakerphone. The whole room burst into laughter because Trump teased him, saying, “You can build the most advanced chips, but you can’t even use the hands-free correctly.”

After the laughter, Trump got to the point: Robots and AI won’t take over the world; those fears are just scams. We can’t slow down the AI industry; data centers will be the “oil” of the next 20 to 25 years. Huang replied, “You’re right, we’ll never let that happen.”

Many people watched the video, laughed at the joke about Huang not being able to use the hands-free, and then moved on. But as an observer, I think those thirty seconds might be the most thought-provoking moment in the AI industry this year. It’s not just a joke; it’s a carefully orchestrated political and commercial maneuver that reflects the massive stakes behind the current development of AI.

Below, I’ll break down the deeper logic behind this call in simple terms, from five different perspectives.

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1. It Was Probably a “Planned Act,” but the Stance Was Genuine

First, let’s dispel a myth: Was this really a surprise call?

To be honest, it was most likely a well-prepared performance. The reasons are simple:

  • The timing was too convenient: Trump could have called Huang anytime, so why choose when he was in the spotlight, being broadcast globally, with the media gathered?
  • The words were too precise: His remarks were right out of the headlines, as if they had been rehearsed.
  • The reaction was too smooth: If it were a surprise call, a normal person would be nervous, apologize, or step aside to answer—the person on the phone wouldn’t know what the other party wanted to say. But Huang answered quickly and turned on the hands-free effortlessly, indicating he was well-prepared.

But here’s the key: Even if it was a “performance,” the message it conveyed was 100% genuine.

In public relations and politics, a planned act often conveys a core stance more accurately than an impromptu one. An impromptu response might contain mistakes, while a well-prepared one has every word aimed at reinforcing a specific narrative.

So, debating whether it was a performance is a matter of entertainment; the real question is what it tried to tell the world. The core message is clear: The President of the United States and a giant in the AI industry are standing together, declaring that the “AI danger theory” is a scam, and we must move forward at full speed.

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2. Trump’s Subtext: Don’t Worry, Keep Going, Business as Usual

Let’s listen to what Trump said and translate it into “business language”:

  • Original statement: “Robots won’t take over the world, AI won’t take over the world; all this is a scam.”
  • Business translation: Don’t panic, don’t regulate, don’t slow down.
  • Original statement: “We can’t slow down the AI industry.”
  • Business translation: Nvidia, keep selling chips; the world’s demand will only increase.
  • Original statement: “Data centers will be the oil of the next 20 to 25 years.”
  • Business translation: Infrastructure investment is long-term, massive, and irreversible.

Why did Trump make the call himself?

If he just wanted to support Nvidia, he could have posted a tweet (or a Truth Social message). But he chose Huang’s event because what was truly broadcasted wasn’t what he said, but the image of the President deeply aligned with the AI industry.

Trump doesn’t lack channels to spread his message; what he lacks is an audience. He needed the world’s investors, tech professionals, and potential voters to see that the U.S. government supports AI, supports the expansion of computing power, and supports this non-slowing development model. For Nvidia, this is a much stronger endorsement than any advertisement.

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3. Huang’s “You’re Right”: Not Flattery, but a Political Statement

Many think Huang’s “You’re right” was just pleasing or for show.

Wrong. In that context, it carried great weight.

We need to consider the context: Huang was on the same stage, with the ability and the stance to express different views. In fact, during his response to the host, he had criticized the “AI doomsday theory” as “irresponsible rhetoric without scientific basis.” This shows he has his own views on the risks of AI, and they are clear.

So, why did he agree with the President on the phone?

Because the context determined the nature of his words.

  • Responding to the host on stage was an industry opinion.
  • Answering the President on the phone was a public political stance.

Huang had three options: agree, remain silent, or correct the President.

  • Correct the President? That would be like publicly embarrassing him, with significant political risks and against the current American political climate.
  • Remain silent? That would show disrespect and miss the opportunity to demonstrate cooperation.
  • Agree? That was the best choice.

By saying “You’re right,” Huang announced to the world that Nvidia and the U.S. government are completely aligned on the direction of AI development. This wasn’t just politeness; it was a strategic political statement, telling the market that their path is backed by the highest authority.

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4. Why Is There No Consensus on AI? Because No One Is Speaking Scientifically, Only Stances

The debate about whether AI will get out of control has lasted for years, yet there’s no conclusion.

The reason is simple: This debate is structured in a way that makes consensus impossible. There are two main reasons:

  • It’s a race without a referee or end. In business competition, the first to stop loses.
  • You say “AI is too dangerous, we should slow down,” but your competitors are speeding up.
  • You say “I want safety,” but your opponents are pursuing speed.
  • The result is that everyone talks about stopping, but everyone is accelerating.

In this context, saying “We should slow down” is unacceptable to any company; they can’t say it, let alone act on it, because slowing down means being eliminated by the market.

  • The costs are not borne by the speaker. This is the core logic:
  • If Huang says AI is safe and it turns out to be dangerous, who bears the cost? Society and ordinary people. Nvidia only faces temporary stock price drops.
  • If the safety advocates are wrong and AI is actually safe, the cost is a few years of slower growth and less profit. This cost is not borne by them individually but by the entire industry.

When costs are externalized, stances sound louder than facts.

Those who say “dangerous” don’t have to pay for being overly cautious; those who say “safe” don’t have to pay for potential disasters.

So, Huang’s claim of “lack of scientific basis” is actually just backing his business stance. In this debate, no one is speaking scientifically; everyone is just expressing a position.

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5. No One Is Really Free: We’re All Influenced by Powerful Figures, Who Are Influenced by the Situation

Finally, let’s talk about “freedom.”

We often think that powerful figures like Trump and Huang can say whatever they want. But the truth is: No one is truly free.

  • Huang isn’t free: He controls a company worth $5 trillion, but selling chips to China requires a U.S. government license. This license was initially “indefinitely restricted” until April 2025 and then overturned three months later. Every decision he makes is constrained by geopolitics, government policies, and shareholder expectations. On that stage, his freedom was probably limited compared to the host.
  • Trump isn’t free: Every word he says is influenced by votes, industry interests, and supporters’ expectations. He says “AI is a scam” not because he personally verified its safety, but because it maximizes his benefits.

The full chain is this:

We (ordinary people) are influenced by powerful figures → Powerful figures are influenced by the situation (politics, economy, competition) → And the situation is shaped by countless of us.

No one is outside this chain.

So, the question we should ask isn’t “Why don’t they tell the truth?” but “Even if they don’t, what should I do?”

  • Since powerful figures are accelerating, should we also consider how to adapt to this fast-changing world?
  • Since regulation may lag, should we focus more on the transferability of our skills?
  • Since risks are externalized, should we be more cautious about the potential costs of things that seem “free” or convenient?

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Conclusion: Can You Still Laugh?

Back to that initial laughter. Trump teased Huang about his hands-free skills, and everyone laughed. We might have laughed at the news too.

The laughter is understandable: A genius can’t use a hands-free button—it’s amusing.

But think deeper: This laughter reveals a terrifying truth:

We’re easily distracted by trivial details and overlook the truly important signals.

A significant statement that could influence AI regulation and human destiny was made during a live, hands-free phone call.

  • No hearings.
  • No public debate.
  • No formal procedures.
  • It just happened, and then everyone laughed.

In the face of a serious issue that requires attention, we’re trained to only watch the performance.

The success of such a performance isn’t whether you believe it or not; it’s that it makes you laugh, leaving you unable to think seriously or ponder.

I don’t find this call particularly frightening or the “performance” particularly funny.

What’s truly frightening is that we’ve become so accustomed to being treated lightly.

As Mr. Lu Xun said in “On the Fall of the Leifeng Tower,” “Did they never expect the tower to fall?”

“Deserved.”

This statement might also apply to those of us who forget to think amidst laughter.