Sequoia's AI Poker Bot Tournament Set a 1-Millisecond Limit
Abhishek Malani details how Sequoia, OpenAI, and Citadel built an AI poker tournament with 1ms latency to find top collegiate engineering talent.
TSMC Hacked, Vibes Down Outlook Down, 41 Days Till Christmas, Nvidia v2
With John Coogan, Jordi Hays, Tae Kim, Ben Smith, Gunjan Banerji, Abhishek Malani · Friday, November 13, 2026
John Coogan and Jordi Hays analyze the seismic fallout following Jensen Huang's sudden resignation as Nvidia CEO amid ethics violations, alongside reports of a massive TSMC employee data breach. Financial journalist Tae Kim and Semafor editor-in-chief Ben Smith discuss Nvidia's succession battle, internal culture, and geopolitical entanglements with Washington and China. Later, The Wall Street Journal's Gunjan Banerji explores ultra-wealthy spending trends and interviewing techniques, while Sequoia Capital partner Abhishek Malani details their national collegiate AI poker bot tournament.
Key takeaways
- Abhishek Malani and Sequoia Capital partnered with OpenAI's Noam Brown and Citadel Securities to run "No Limit," an AI tournament that drew 7,000 collegiate applicants and 700 active bot builders. Read more →
- Seasoned operators build their largest fortunes during market dislocations, aggressively acquiring commercial real estate and public equities while retail investors panic and retreat. Read more →
- Arm CEO Rene Haas and CUDA creator Ian Buck are the two primary candidates to step into Nvidia's chief executive seat. Read more →
- Hackers stole 6.9 gigabytes of data containing 46,000 TSMC employee records from an external cloud vendor, demanding three Bitcoin in ransom. Read more →
4 articles from this episode
Gunjan Banerji on How the Ultra-Wealthy Spend and Deploy Capital
WSJ reporter Gunjan Banerji reveals how tycoons buy during crises, spend $20k a night on rentals, and tip upfront to secure elite service.
Tae Kim on Who Can Actually Replace Jensen Huang
Tae Kim analyzes Nvidia's post-Jensen succession battle, naming Rene Haas and Ian Buck as top contenders while urging massive retention packages.
Chinese Labs Are Training on Smuggled Blackwell Chips
TSMC suffered a 46,000-record data breach while Chinese labs like DeepSeek ran barred Nvidia Blackwell chips to train frontier models.
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