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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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