Jensen called comparing AI to nuclear weapons "lunacy" on Dwarkesh's podcast today. He said enriched uranium is "a lousy analogy" and that AI is "a five-layered cake." The metaphor is doing about $50 billion worth of work. NVIDIA's China market share dropped from 95% to 55% after export controls hit. Jensen estimated the Chinese AI chip market at $50 billion in 2025 alone. He attended a $1 million per head dinner at Mar-a-Lago to lobby against chip restrictions. He pledged $500 billion in US…