Nvidia’s GTC conference had everything: trillion dollar sales projections, graphics technology that can yassify video games, grand declarations that every company needs an OpenClaw strategy, and even a robot version of the beloved snowman Olaf from Disney’s “Frozen.”
On the latest episode of TechCrunch’s Equity podcast, TechCrunch’s Kirsten Korosec, Sean O’Kane, and I recapped CEO Jensen Huang’s keynote and debated what it means for Nvidia’s future. And yes, a big part of our discussion focused on poor Olaf, whose microphone had to be turned off when he started rambling.
Even if the demo had gone flawlessly, Sean might still have had some reservations, as he noted these presentations always focus on “the engineering challenges” and not the “really messy gray areas” on the social side.
“But what happens when a kid kicks Olaf over?” Sean asked. “And then every other kid who sees Olaf get kicked or knocked over has their whole trip to Disney ruined and it ruins the brand?”
Read a preview of our conversation, edited for length and clarity, below.
Anthony: [CEO Jensen Huang] was basically saying that every company needs to have an OpenClaw strategy now. I think that is just a very grand statement that’s meant to be attention grabbing; I think it’s also interesting coming at this kind of transitional moment for OpenClaw.
The founder has gone to OpenAI. So it’s now this open source project that potentially can flourish and evolve beyond its creator, or it could languish. If companies like Nvidia are investing a lot into it, then [it’s] more likely that it’ll continue to evolve. But it’ll be interesting to see a year from now, whether that looks like a prescient statement or everyone’s like, “Open what?”
Techcrunch event
San Francisco, CA
|
October 13-15, 2026
Kirsten: In the case of Nvidia, it costs them nothing in the grand scheme of things to launch what they call NemoClaw, which is an open source project, which they built with the OpenClaw creator. But if they don’t do something, they have a lot to lose. So really that message to me, the way I translated it when Jensen was like, “Every enterprise needs to have an OpenClaw strategy,” it was, “N …