(0:00) Bestie intros!
(1:20) Jensen Huang out as CEO: Spy allegations, classified memo leak, who wanted Jensen out?
(31:22) Market impact: AI trade, what happens to "The Bank of Nvidia," China's strategy
(44:19) Export controls, totalitarian AI risks, China hawks
(58:26) Who should be Nvidia's next CEO?
(1:06:25) Anthropic kicks off IPO road show
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://nvidianews.nvidia.com/news/nvidia-announces-ceo-transition
https://www.nytimes.com/2026/11/06/us/politics/chinese-spy-agency-nvidia-jensen-huang.html
https://www.cnbc.com/2026/11/08/nvidia-jensen-huang-email-board-of-directors-statement.html
https://www.nytimes.com/2026/11/08/us/politics/rubio-nvidia-ceo-chinese-spy.html
https://www.nytimes.com/2026/11/11/technology/jensen-huang-nvidia-affair.html
https://www.wsj.com/business/nvidia-is-preparing-to-oust-nvidia-ceo-jensen-huang-30f421ad
https://www.nytimes.com/2025/10/09/technology/nvidia-chips-china-megaspeed.html
https://www.nytimes.com/2026/10/29/us/politics/nvidia-china-jensen-huang-trump.html
https://x.com/CulperResearch/status/2054623784452120917
https://www.axios.com/2026/11/11/bessent-lutnick-megaspeed-nvidia-china-chips
https://www.politico.com/news/2026/11/11/jim-himes-alice-huang-nvidia-spy-01161718
https://x.com/Polymarket/status/2119930299609952552
https://x.com/SamLyman33/status/2120126986341294387
https://finance.biggo.com/news/9cfaec47-9327-4e6a-9896-1cc956d084cc
https://www.cnbc.com/2025/09/18/china-blocks-nvidia-ai-chips.html
https://x.com/ChinaSelect/status/2120904763630060015
https://x.com/WillManidis/status/2120948514033443297
https://x.com/notjazii/status/2120856123544834231