TSMC Hacked, Vibes Down Outlook Down, NVIDIA v2 | Tae Kim, Ben Smith, Gunjan Banerji, Abhishek Malani

About this episode

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