00:03:16GQ Men of the Year Recap
00:06:42NVIDIA Staff Want Jensen Back
00:10:33Jensen Belittled His Successor
00:16:11The Jensen Story Continues
00:22:53TSMC Hacked
00:25:03Microsoft Outlook Outage
00:27:46Chinese AI Labs Linked to Blackwell
00:30:40Tae 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.
00:58:09Ben 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.
01:16:08Gunjan 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.
01:30:05Abhishek 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.
