Jensen Huang’s New Plan for Employees Is INSANE

30 Mar 2026 · 21 min · 10 chapters

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In short

The episode argues that most businesses use only a small fraction of their data for decisions (compared to “dating with emojis”), and that companies should heavily use AI tokens to improve employee productivity.

Guest backgrounds

no guests are clearly identified; the hosts reference “Jensen Huang” (NVIDIA CEO) and “Neil,” “Eric,” and “Eric’s CTO,” plus examples from HubSpot, Cursor, Anthropic, Intercom, and Stripe.

Key claims

Jensen wants engineers to spend large token budgets (e.g., $250K tokens) and AI should be used like essential tools (CAD/internet). Token costs are exploding; open-source + local inference should reduce spend.

Notable examples

HubSpot’s CRM data-to-insights; Cursor’s reliance on Anthropic; Intercom’s vertical model; SEO/AEO 2026 tactics (update sites that already link to you, API-driven SEO, brand-building, human-written EEAT, proprietary charts); Meta/Stripe agentic commerce enabling in-ad/email checkout.

Written by AI. May contain mistakes. Listen to the episode to check what was said.

Chapters

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Jensen Huang's Insights on AI Spending

0:29 to 3:02

Discussion on Jensen Huang's remarks about AI spending in companies.

“And Eric and I were talking about him like, yes, him saying that also benefits him because it's generates his company's more money.”

Cost Management in AI Usage

3:02 to 4:33

Exploration of the costs associated with AI and the balance of using open source.

“And what we're trying to do internally is figure out what we can do through open source to drastically reduce our costs there.”

Revenue Trends and Business Models

4:33 to 6:20

Analysis of Cursor's revenue growth and business model changes.

“And it doesn't mean tokens are using is the wrong approach.”

Institutional vs. Individual AI

6:20 to 7:04

Discussion on the differences between institutional AI models and generalized AI.

“Cursor was last valued at$29.3 billion when it raised$2.3 billion in funding.”

SEO Trends for 2026

7:05 to 13:00

Insights into upcoming SEO trends and strategies for businesses.

“But I will start because we'll make it in the listicle and I'll update Eric when he comes back.”

The Future of E-commerce Transactions

14:00 to 14:50

Learn how purchasing technologies are evolving to keep consumers on platform.

“Like you're saying agents are buying on your behalf and consumers are not safe.”

Impulse Buying in the Digital Age

14:50 to 15:36

Explore the psychology behind impulse purchases on platforms like Instagram.

“I buy like random organic like, you know, shorts.”

Examining New Health Products

15:36 to 16:40

Discover the unique selling strategies behind popular health products like Grooms.

“16 ingredients, tonal vitamins, minerals, 6 grams probiotic, and they're very delicious.”

David Beckham's IM8 Brand Strategy

16:40 to 18:20

Understand how celebrity endorsements and bundling strategies drive sales.

“Let me pull up because Neil ended up buying something during this podcast.”

Evaluating Health Supplements

18:20 to 19:46

Learn how to assess the value and marketing of health supplements.

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Transcript

Automatic transcript. May contain errors.

0:00Eric Siu:Using only 20 % of your business data is like dating someone who only texts emojis. First of all, that's annoying. And second, you're missing a lot of context. But that's how most businesses operate today, using only 20 % of their data. Unless you have HubSpot, where all the emails, call logs, and chat messages turn into insights to grow your business. Because all that data makes all the difference. I would know because I use HubSpot at my company. Learn more at HubSpot.com.

0:29Neil Patel:so jensen huang from nvidia said that he would be deeply alarmed if a 500 000 engineer was not

0:35Eric Siu:spending 250 000 worth of tokens he said he would be deeply alarmed and neil and i were just talking about this pre-show and i think there's some some nuances around this that we wanted to talk about so neil gave his reaction and i think we can we can talk about this because i think people need to

0:49Neil Patel:better understand i think what jensen's trying to say yeah what he's trying to say is he wants people to use AI to do their jobs more efficiently. And Eric and I were talking about him like, yes, him saying that also benefits him because it's generates his company's more money. But even outside of that fact, I do agree with him. I don't think they need to spend$250 ,000 worth that I'm not saying he's necessarily saying they should be spending$250 ,000 worth, although I got the inclination from what he was saying is he wants him to spend the money. I was telling Eric, I'm all for them using AI very heavily but a lot of it should be through open source because there's a lot of amazing open source models and maybe it costs you 30 grand instead of 250 grand and you still get the same result because you're using a lot of it through open source instead of paying the anthropics of the world.

1:39Neil Patel:I do believe if the pitch is, hey, AI will make you more efficient and save you more money in marketing or whatever you wanna do, well, at the same time, wouldn't I just try to use other models that are cheaper and cost even more. You know, internally, that's what I would do. Yeah.

1:54Eric Siu:So what I would say is this. When he says, when Jensen says, oh, I want everyone to be spending 250K or my 500K software engineer just spent 250K worth of tokens, it's exactly that. He wants them to spend worth of tokens. So if you do open source, maybe 80 to 90%, and maybe you're running it on your local infrastructure, and then maybe 10 to 20 % on either the premium tokens, that can still add up to 250K worth of tokens, right? because you do the math that way so that's what he's saying because the efficiencies you gain from it it's it's no different the the analogy he gave was like you know it's equivalent to like a designer that doesn't want to use or architect that doesn't want to use CAD tools right these design tools or it's equivalent to not using the internet today so I do believe directly he's correct and obviously like what we're me and I were just talking about was he's such a great salesman he's like I'll be deeply alarmed if he's not using these tokens over here and he's like and he I heard him in the Lex freeman interview he's like yeah you know every computer now every computer is intelligence factory i'm like oh man i need to go buy any more computers now right yeah so but everything it's like because he he nvidia is like deeply embedded in the supply chain for everything now right so i just i think he's a genius salesperson but i do think people should be spending half their salary worth the tokens and if you're not a non-engineer listening to this right now i still think you should be spending a good chunk because neil i was looking at my cost the other day i spent on 3.5 billion tokens this month myself um what do you think my spend was on entropic six grand close very close why'd you guess six of 5.6 why'd you guess six

3:20Neil Patel:because you told me you're at 5.6 thousand dollars a few days ago so i assume this month you'd be at

3:26Eric Siu:six grand yeah the remaining day five point six but in my mind like and neil and i have talked about this on the phone it's like we're gonna need to buy more infrastructure for our companies just because it's it's untenable if i'm spending this much i can once people get to like even half the level that like i'm spending right now it's it's you can't you can't afford it so you need

3:44Neil Patel:at least 80 70 80 is open source on local infrastructure so we i don't have the numbers in front of me but i know internally we've been looking at our cost for ai for our engineers and our product team the the cost has been exploding it is becoming a massive cost center i agree it's amazing tech it produces tons of efficiencies but it's not as simple as like oh you don't need as many engineers, these tokens are extremely expensive as well. And what we're trying to do internally is figure out what we can do through open source to drastically reduce our costs there. Because what we're finding in many cases, dude, we can spend easily the amount of tokens that it would cost for an engineer.

4:27Neil Patel:And we're not necessarily getting the efficiencies as two or three engineers. I think you need both. You need both. And it doesn't mean tokens are using is the wrong approach. It just more means that we need to fine tune how our costs are structured. So then that way we're seeing the benefits of it. Because right now the people who are seeing the benefits from us are like Cursor and Anthropic and not us internally from a cost savings perspective.

4:52Eric Siu:You see the news with Cursor, how they launched this new thing, right? And then basically the Kimi, like the open source people in China, that is just, dude, you're just saying. They tweeted out about it. Yeah, they tweeted. Exactly, that's where I saw it.

5:04Neil Patel:They tweeted out. And why do you think they did that? They have to save on the tokens. Yes. Because if you look at Cursor's business model, majority of their money was going to Anthropic. They were collecting money in from clients, and a lot of it was going out right in cost to Anthropic.

5:19Eric Siu:Yeah, and I think their$2 billion revenue is slowing down now in my mind because a lot of people are kind of coming off of Cursor.

5:24Neil Patel:No, dude, you haven't seen the reports then.

5:27Eric Siu:No, I haven't.

5:27Neil Patel:They're raising money at a$40 billion valuation. Their growth is accelerating like crazy.

5:31Eric Siu:I'm like, so I'm a Cursor. I'm still a Cursor user. You don't use Cursor, do you? My team does. I'm struggling to find a reason to keep it. And then when I was talking to my CTO, same thing for him. He's like struggling to find a reason to keep it because Anthropic is shipping so quickly now that you can use a lot of stuff that you use cursor for. You just do it directly with Claude because they're so fast. What revenue reports are you seeing? They raise in a new realm.

5:54Neil Patel:They surpassed 2 billion in revenue, according to Bloomberg. And their revenue run rate doubled in three months. So they went from a billion to two billion in revenue run rate. And this was three months. This is from March. Wow. March 2nd.

6:10Eric Siu:So less than a month ago. So I don't know how they're accelerating, but they are and good for them. And I hope they don't die. I don't know if they don't die. They're going more and more enterprise. That's fair.

6:18Neil Patel:You know who else is going enterprise? Wait, one last thing on Cursor first. Cursor was last valued at$29.3 billion when it raised$2.3 billion in funding. And that was in November. but it looks like they're supposedly raising at a 40 plus billion dollar valuation now.

6:32Eric Siu:They're going to need to do something very novel, maybe make their own models or something. Like, you know who has their own models now? Finn from Intercom. They released their own model yesterday and it's a better, it's a vertical model now. And I think vertical models are going to do well. Like if you have one that is dedicated for like medical care, for example. Yeah, medical care, dress marketing or whatever it may be. And they talk about this. This is institutional AI versus individual AI. Individual AI, you might be using a more generalized model, But institutional is you're focused on a certain area and then you're just releasing that model out there, which is what Finn is doing.

7:03Eric Siu:Yes.

7:03Neil Patel:Yeah. All right. So the next one that we are actually going to talk about is let's go with SEO marketing trends for 2026, which actually is not on the sheet. But I will start because we'll make it in the listicle and I'll update Eric when he comes back. So an SEO trend that we're seeing in 2026 is, or trend number one, is companies are going back to a lot of the sites that are linking to them. And when you think about SEO and you're getting link texts like someone saying best CRM software or best teeth whitening product, we're also seeing them head up those companies and making sure they're mentioning their company name and product name on that page.

7:50Neil Patel:Because if someone linked to you, it's much easier for you to get them to also mention your company than it is for you to convince a random site to mention your company. And remember, just because someone links to you, it doesn't mean they actually mention your product name specifically and talk about the pros and the cons. So hitting up the sites that already linked to you to adjust their content, to now mention your company name more specifically and go more in depth. It's an easy way to not only do better in the SEO perspective, but also do better from a GEO's perspective. So Eric, just for a heads up, he came back peeing.

8:32Neil Patel:He actually peed pretty quickly. That's all I wrote information. But we're talking about SEO trends for 2026. The first one I gave, and you can go in number two, was how people are hitting up all the people who are linking to them and then getting them to start mentioning their product names because not all links have a mention. A link can just be like, best teeth whining, but it doesn't actually mention your company name and doesn't go into why it's good and go in detail. So we're seeing a lot of people go back to the people who are linking to them, ask them to include the mentions and go more in depth.

9:07Neil Patel:because if someone already linked to you, they're more willing to update the stuff versus hitting up a random site.

9:11Eric Siu:Cool. Number two, I'll just go with what I just said. I think a lot of people are going to be doing SEO via API. Just like I'm using, the way I'm using a lot of software now, Ramp just came out with a command line interface, right? Where you can assign cards to people, cut costs where you want to cut costs or do like a agentic, whatever you want. Like you can just query whatever you want and it'll build it for you. Literally yesterday, I was just querying like more APIs. I was like, oh, hey, what's happening with Mixpanel over here? And then connect it with my Stripe data and then look at the traffic over here and then show me the flow and then chart it all out, right?

9:39Eric Siu:And it's doing all that. So when you can combine that with something like an API to help do the work for you, if you still need a human loop, I think that changes how we do things and you're gonna do things a lot faster.

9:47Neil Patel:Number three, we're seeing more companies invest in branding. When we see a Google Trends line of a corporate brand going up into the right, we typically see increase in search rankings almost always for non-branded keywords. So in other words, if your brand name becomes more and more popular, within your industry, Google starts ranking you higher for non-branded terms. So we're seeing a lot of companies spend money on branded type campaigns to help their SEO indirectly.

10:18Eric Siu:I'll say on our site, we have an SEO agent called Oracle. And Oracle, we had it score our, not only our SEO, but our AEO too. So it scored our own website. And the way we do SEO, so we might score like, I don't know, 80, 85 on SEO, but it scores us like a 30 on AEO. And the reason for that is because it's a lot of stuff about structured data, right? Do you have the three key points at the very top of what you're talking about? Do you have an FAQ at the bottom, right? Are you citing what you're talking about? Like all the AEO things that help with structured mentions on LLMs that needs to be taken into account.

10:49Eric Siu:So I don't think enough people are doing an AEO audit. And so that's what I would say that at the same time you're doing SEO need

10:55Neil Patel:to have an AEO checklist as well. Number five, we're seeing a lot of our customers, including ourselves write a lot more content manually. We're using AI still in the writing process for research, for ideation, for expansion, for content updates, so refreshing content, but we're still focusing and doubling down on EEAT, which comes down to a lot of human-written stuff. My recommendation to all of you is consider doing more human-written content. We're finding that the results are much better.

11:26Eric Siu:Last one from my side, number six. If you have proprietary data, if you have interesting charts and things like that, whether it's a survey or whatever, those are always going to perform well because people like to link to those. They like to talk about those. And guess what? When you share that type of stuff to LinkedIn, LinkedIn is now getting cited more on LLMs, right? And so you kind of kill, I don't want to say you kill, but you hit many stones with one. I guess you kill many birds with one stone. That's fine. We'll just leave it at that.

11:51Neil Patel:Yeah. I'll top it off with number seven, we're starting with our customers to publish content on more sites and more platforms where their ideal customers don't live. So you may be wondering why the heck would you repurpose content and publish on a platform where their customers don't live. I'll use TikTok as example. Google has a data deal with TikTok. If your ideal customers, let's say you sell enterprise prioritize aviation, okay? Aviation solutions for$100 million. I'm making up a number. You're not going to find a customer on TikTok for this, but someone may end up finding a customer through Google.

12:27Neil Patel:If you publish content on TikTok, even though your ideal customers are not on TikTok, but then Google has a deal with TikTok, they're pulling from TikTok for their algorithm. You being there on TikTok when your competitors aren't helps you. And it's one other factor in Google's algorithm, you being there makes it more likely for Google or gives you a better chance for Google to pull from you and your brand. So even though your customers aren't on TikTok, that content is being pulled in by Google where your customers are. And now you have another channel that you're leveraging that your competitors aren't that gives you a leg up on them.

13:00Eric Siu:All right. So since we're just talking about SEO, AEO, we might as well talk about how Facebook or Meta is changing a little bit now too. So John Collison, co-founder of Stripe said that businesses can now sell within an ad or browsing session on Facebook, powered by the agentic commerce protocol, ACP and Stripe, which I just saw recently too. I think you can do that with OpenAI as well. So people are just starting to make use of this agentic commerce protocol, kind of similar to how I'm talking about people using APIs more, right? Like this is kind of the world that we're going into. So this skips the website checkout experience.

13:30Eric Siu:It actually skips Shopify because Shopify was, they were taking a cut because they're taking cut of the payments, right? Now Stripe just goes direct. So I thought that was interesting.

13:38Neil Patel:But I'm a little confused on this. What's different from this than selling directly on TikTok or Instagram and then just purchasing right on there or selling on Amazon and purchasing right on there? I don't think it is.

13:49Eric Siu:But this is enabling it for like meta and open AI, for example. You couldn't do that before. But with agentic commerce protocol, you can just purchase directly.

13:57Neil Patel:Oh, I thought it may have been something different. Like you're saying agents are buying on your behalf and consumers are not safe. No, but I think this is going in a direction because it enables it.

Read the full transcript

14:05Eric Siu:Yeah.

14:05Neil Patel:Yeah. Yeah. The meta stuff, I think we all knew that was going to end up coming out. ChatGPT was talking about this a while ago where you can start purchasing within ChatGPT. So I think we saw a lot of this coming. That was through ACP too, which is Stripe. But I think you're going to start seeing this outside of just this because through AMP technology, you can purchase through email now too. so you no longer have to go to a website to do the checkout. You can just do the checkout within your email that you're getting from an e-commerce or a D2C site. I think you're going to start doing this, you're going to start seeing this on multiple channels.

14:38Neil Patel:The reason being is we typically see conversions better because you're keeping people on platform. A business owner or a CMO or someone in marketing, do you really care if someone visits your website or checkout or someone else? You just want the sale and the revenue.

14:50Eric Siu:Dude, I buy random stuff. I buy like random organic like, you know, shorts. It's like, this is way healthier for you. I just click buy, right?

14:57Neil Patel:Do you buy stuff on Instagram? Yes, but usually under a certain dollar price point. So when things are like$10,$20,$30, sure. $100? No. No? I don't click and buy for$100. But if it's like$10,$20, maybe once every few months I'll do a$10,$20 purchase like that.

15:16Eric Siu:I just buy whatever it looks like. The Grooms, the gummy bears, I just buy that randomly because it looks cool. What is it called? Grooms. It's like the green gummy bears, the vitamins. Dude, your kids would love it. GR. Hey, don't worry. Uncle Eric's going to buy a bunch for the kids, and then they'll like me for that.

15:33Neil Patel:Grooms.

15:34Eric Siu:G-R-U-N-S.

15:35Neil Patel:Oh, G. Grooms. There's also Grooms. Yeah. You see it? They do it a lot. Superfood gummy. 16 ingredients, tonal vitamins, minerals, 6 grams probiotic, and they're very delicious.

15:46Eric Siu:Dude, who we should talk about real quick? It's so the David Beckham brand, the IM8 one. they um if you look at so it's the letter i m and the number eight okay look at their checkout process so i think they sell their uh stuff it's like it's like a ag1 competitor okay so they have these um powders and i think they sell for 240 bucks a pop or something like that but the way they do it it's like russell brunson how he bundles a bunch of stuff so they bundle like a course and it's like a challenge and all that so it's like 240 bucks and they make the numbers work that way do you see do you have the site pulled up uh no but i'm just almost done buying grooms okay Okay.

16:22Eric Siu:Oh, I see. So this is me seeing it on Instagram, hearing it on our podcast, and then telling Neil to buy it, so it's word of mouth. Like, you can't really attribute this.

16:29Neil Patel:It's so expensive, though. $57. How much did you get? 28 count.

16:35Eric Siu:Okay.

16:36Neil Patel:Get it.

16:36Eric Siu:But I bought it for my kids' help. You don't like it. So I bought it. Yeah. Okay. Well, let me talk about I Am. Let me pull up because Neil ended up buying something during this podcast. So I'm on the website right now. So this is the David Beckham. One drink and you'll feel it, right? They have a scratcher. Look at that. It's like the wheel, but it's like a... You get 30 % off. The scratcher. So I've talked to a really smart guy, Danny. And by the way, Danny, to his credit, he is for the YPO Fest. There's like a little music festival happening. He's giving away a bunch of these. So appreciate that, Danny.

17:11Eric Siu:Has he partnered with him? Yeah, he's partnered with David Beckham. Yeah. So you got David Beckham. And they're doing like... He made this call out public. They're doing like$120 million really quickly on this. Yeah, because David Beckham has a big audience. Yeah, well, here's the thing too. When you look at the ultimate essentials, if I go to the checkout, you see this checkout over here? So this is like another AG one. Yeah, but here's the thing. When you say 90 day supply here, so$78 a month, okay, which it's bundled. You get billed$235 every 12 weeks. Here's what you get, Neil. Exclusive access to 90 day IM8 transformation program.

17:45Eric Siu:So you get a course, okay? Then you get a 90 day money back guarantee, maximum savings lowest price per serving okay exclusive access superpower 100 uh biomarkers blood test at 49 share with family and friends free mystery gift free daily ultimate mixer free shipping cancel or pause anytime so this to me is just a bundle okay but if you do a 30-day supply it's 89 a month but this is such a for 11 and you just do a commitment this is a better deal yes so that's pretty cool and i think this is how there's a part reason why they're growing so quickly too because they have a really nice offer i won't buy it why not uh i don't like powders

18:27Neil Patel:and i do protein powder i do a vegan protein powder from where i'll eat it okay yeah yeah i like it it tastes like hot cocoa i've learned i take it so often because i don't eat that much meat like we're gonna go to lunch after and i'm just gonna order us avocado sushi maybe guacamole and chips it may be guacamole and chips but most likely i'm just gonna do the avocado roll with

18:52Eric Siu:jalapenos and macadamia nuts dude we should but okay the thing is you drink the um like remember you told me to drink the oreo protein powder before the oreo one the ghost the ghost powder remember that tastes delicious but you so bad it's so bad for you yeah because of that flavor

19:07Neil Patel:yeah yeah but i i don't so i don't drink ghosts yeah i only drink um legion because it's clean and it's good for you yeah it's expensive but it's worth it yeah but why won't you buy this i'm happy with legion what i found is if i put roughly six ounces of water and i mix a scoop in it tastes like hot cocoa okay yeah but it's a cold version yeah so i kind of like the taste of

19:28Eric Siu:hot cocoa i just think this is a great checkout page because look they got the bundle here right it's a good deal you have 16 000 reviews here 750 customer purchases 22 million servings okay there's a lot of trust signals here and then you have here's a transformation program you have all these influencer health influencers here right and so i'm like i'd be stupid not to buy it did Did you buy it? No. Are you going to buy it? Because he gave me a bunch. I have a bunch at home. But what does it give you? It's just like vitamins and minerals? It's like an AG1 competitor. Yeah. It's like a good tasting vitamin minerals drink.

19:56Eric Siu:Yeah. Got it. It is. So I have it already at home. Yeah. And I take vitamins too. Yeah. Because you bought me a bunch. Yeah. Anyway, guys, that is it for today. Please don't forget to rate, resubscribe, and we'll see you tomorrow.

20:17Thank you.

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Neil and Eric react to Jensen Huang's bold claim that a $500K engineer should be spending $250K on AI tokens, and why the real answer involves open source. They break down how AI costs are exploding internally, why Cursor's $2B revenue run rate doubled in 3 months, and the rise of vertical AI models. The conversation also covers 7 SEO trends for 2026, how AEO audits expose major gaps, the Agentic Commerce Protocol changing checkout forever, and a live breakdown of IM8's $120M bundle strategy.

Key Takeaways:

70-80% of your AI usage should run on open source infrastructure.

Sites that link to you are the easiest wins for GEO and SEO.

AEO audits are exposing massive gaps most companies are ignoring.

Chapters:
00:00 Jensen Huang's $250K Token Claim
01:25 Open Source vs Paid AI Tokens
02:40 Eric's $5.6K Monthly Anthropic Spend
03:32 AI Costs Exploding Internally
04:05 Cursor's $2B Revenue & $40B Valuation
05:48 Vertical Models & Intercom's Finn
06:35 SEO Trends for 2026
08:42 Doing SEO via API
09:20 Brand Search Driving Rankings
09:48 AEO Audits With Oracle
10:30 Human-Written Content & E-A-T
11:23 Publishing Where Your Customers Aren't
12:32 Agentic Commerce Protocol & Stripe
15:22 IM8's $120M Checkout Breakdown
18:03 Legion Protein & Supplement Talk

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