TSMC Hacked, Vibes Down Outlook Down, 41 Days Till Christmas, Nvidia v2
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.
- 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 →
- Seasoned operators build their largest fortunes during market dislocations, aggressively acquiring commercial real estate and public equities while retail investors panic and retreat. Read →
- Arm CEO Rene Haas and CUDA creator Ian Buck are the two primary candidates to step into Nvidia's chief executive seat. Read →
- Hackers stole 6.9 gigabytes of data containing 46,000 TSMC employee records from an external cloud vendor, demanding three Bitcoin in ransom. Read →