Why AI Code Generation Threatens Nvidia's CUDA
Anthropic's Mythos ported itself to AMD in three days. Here is why automated code generation makes Nvidia's CUDA moat vulnerable.
Jensen’s Scandal Tests Nvidia’s Board, AI Trade Roars Back, The Great Hobby Debate | Diet TBPN
With John Coogan, Jordi Hays, Tyler · Wednesday, November 11, 2026
John Coogan and Jordi Hays discuss the fallout from Nvidia CEO Jensen Huang's alleged Chinese spy scandal and growing political pressure for his resignation. They also examine how rapid AI software porting threatens Nvidia's CUDA moat, analyze Anthropic's multi-trillion-dollar IPO prospects alongside CoreWeave's rally, explore Jeff Yass's argument that asset bubbles do not exist, and debate whether elite founders should have hobbies.
Key takeaways
- Anthropic reported that its Mythos model ported itself to AMD hardware in three days, replacing six to twelve months of human engineering. Read more →
- Most tech founders confuse passive consumption or lifestyle maintenance with an actual craft. Read more →
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John Coogan on Hobbies: The Home Depot Test
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