TBPN

(03:16) - GQ Men of the Year Recap

(06:42) - NVIDIA Staff Want Jensen Back

(10:33) - Jensen Belittled His Successor

(16:11) - The Jensen Story Continues

(22:53) - TSMC Hacked

(25:03) - Microsoft Outlook Outage

(27:46) - Chinese AI Labs Linked to Blackwell

(30:40) - Tae Kim discusses Nvidia’s leadership crisis, Jensen Huang’s legacy, and the company’s potential successors, drawing on his extensive reporting and interviews for his book about Nvidia. He argues that Nvidia can remain successful by retaining key executives, preserving its engineering culture, and selecting a capable CEO, while also assessing the company’s earnings outlook, AI-chip demand, and intensifying U.S.–China technology competition.

(58:09) - Ben Smith, co-founder and editor-in-chief of Semafor, discusses the political fallout surrounding Nvidia CEO Jensen Huang, including chip exports to China, his relationship with the Trump administration, and Nvidia’s future without him. He also explains how the story emerged through Washington leaks and previews Semafor’s Silicon Valley and the World summit.

(01:16:08) - Gunjan Banerji discusses her work as a Wall Street Journal markets reporter and host of *The WSJ Money Interview*. She shares insights on how wealthy investors capitalize on crises, spend on luxury travel and collectibles, and approach candid conversations about money, while explaining her strategy for creating compelling, shareable interviews.

(01:30:05) - Abhishek Malani discusses organizing Sequoia Capital’s No Limit poker-bot tournament with OpenAI and Citadel Securities, which attracted more than 700 competitors from 7,000 applicants. He explains how participants develop adaptive strategies for novel poker variants under strict one-millisecond response limits, while the event helps identify and support exceptional young technical talent.

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This is our full interview with Tae Kim, author of The NVIDIA Way.
We discuss how Jensen Huang's resignation could reshape NVIDIA's future, who could replace him as CEO, how Congress could close loopholes allowing Chinese companies to access American AI chips, why the gap between American and Chinese AI models could widen, Anthropic's upcoming IPO, and why demand for AI compute remains strong despite the turmoil.
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https://www.youtube.com/@TBPNLive

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.
Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.
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Follow TBPN: 
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https://www.youtube.com/@TBPNLive

(00:20) - TBPN Merch Drop

(05:48) - Jensen Out

(09:45) - Colette Kress Takes NVIDIA's Helm

(29:11) - Short Seller Flagged NVIDIA's Risk

(37:47) - Post-Jensen Era Begins

(54:18) - GPT-6 Cyber

(57:40) - Dylan Patel discusses the potential fallout from a leadership crisis at Nvidia, including succession challenges, slower decision-making, tighter China restrictions, and risks to the open-source AI ecosystem. A semiconductor and AI analyst, he also evaluates possible CEO candidates, shifting advantages among AI labs, and how specialized data is driving uneven gains in model capabilities.

(01:28:58) - Eric Newcomer, founder of the tech publication Newcomer and co-founder of the Cerebral Valley AI Summit, discusses the event’s origins and growth into a major gathering for AI leaders. He also explores leadership uncertainty at Nvidia, opportunities for competing chipmakers, and Silicon Valley’s political realignment following the midterm elections.

(01:39:17) - Tantum Teddy discusses his book *The Bitter Struggle*, drawing on his experience in the Biden White House to examine U.S.–China AI competition, chip export controls, and the challenge of balancing innovation, national security, and democratic values. He also describes his startup, Inherent, which develops human–AI collaboration tools for scientific research and other complex, open-ended problems.

(01:55:54) - Joe Fioti, co-founder and CEO of Luminal, discusses the company’s software-defined AI accelerator platform and its recent $25 million funding round. He explains how Luminal’s compiler stack unlocks heterogeneous computing, supports chipmakers and AI companies, and reduces inference costs through partnerships with platforms such as AWS Trainium and Positron.

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MongoDB - https://www.mongodb.com
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Railway - https://railway.com
Shopify - https://www.shopify.com
Codex - http://openAI.com/codex

Follow TBPN: 
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https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/tbpn/id1772360235
https://www.youtube.com/@TBPNLive

This is our full interview with Dylan Patel.
We discuss how Jensen Huang's resignation could reshape NVIDIA's role as the central bank of AI, who could replace Jensen as CEO, how Chinese AI labs are reacting, the future of US chip export restrictions, and what Jensen's departure means for venture capital and AI startups.
TBPN is made possible by:
Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com/
Codex - http://openAI.com/codex
Sign up for TBPN’s daily newsletter at TBPN.com
Follow TBPN:
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive