I don't listen to Dwarkesh but I'm aware of who is and his influence. I was baffled that he could not understand it...Don't know if he had his own agenda or just not intelligent (which is scarey for someone with influencec), but I sensed the frustration in Jensen Huang for something that is fairly obviously.

The same scenario happens all the time when the US takes away something from China and China doubles down, gets into survival mode and then beats the US.