Jensen Out, TBPN Merch Drop, GPT 6 Cyber, Dylan Patel Live
John Coogan and Jordi Hays react to the sudden resignation of Nvidia CEO Jensen Huang following revelations of multiple extramarital affairs, including relationships with a subordinate and a suspected Chinese intelligence operative. Semiconductor analyst Dylan Patel, tech journalist Eric Newcomer, former White House AI advisor Teddy Collins, and Luminal CEO Joe Fioti join the show to examine the fallout across AI venture funding, semiconductor supply chains, open-source models, and US-China geopolitical competition.
- Dylan Patel warns that Nvidia faces paralysis because committee rule replaces Jensen Huang's unilateral speed on technical bets and TSMC wafer allocations. Read →
- Jensen Huang stepped down as Nvidia CEO less than 24 hours after reports revealed an undisclosed relationship with direct subordinate Kimberly Powell, Nvidia's VP of Healthcare. Read →
- Luminal raised $25 million to build compilers that run models on alternative chips like Amazon Trainium and Positron Atlas. Read →
- White House AI export restrictions trace a policy spectrum from harmless consumer goods like Coca-Cola to existential threats like selling nuclear weapons technology to Germany or the Soviet Union during World War II and the Cold War. Read →