Who Replaces Jensen Huang?
Nov 10, 2026 · 20m
Summary
The episode covers the fallout from Jensen Huang's scandal, including NVIDIA's stock drop, DOJ investigations, and concerns over the company's weak board and lack of succession planning. It also details Uber's launch of in-app parking in 15 cities to support its future robo-taxi fleet. Finally, the show discusses Anthropic's release of Claude Fable 5.2 and Mythos 5.2, highlighting their reduced costs and claims of solving complex physics and math problems.
Topics discussed
Intro: NVIDIA scandal, Uber parking, and Anthropic releases
Sponsor: PwC on post-midterm business strategy
Jensen Huang scandal and DOJ investigation into Megaspeed
Hiring of crisis communications firm Heller
NVIDIA board structure and lack of succession plan
Legal risks and national security implications
Sponsor: Avid Exchange accounts payable solutions
Sponsor: Scribe workflow documentation
Uber launches in-app parking in 15 cities
Anthropic releases Claude Fable and Mythos 5.2
AI breakthroughs: Fermat's theorem and black hole physics
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