"Jensen Huang's Exit Could Change the AI Industry Forever" - Dylan Patel
Dylan Patel joins TBPN hosts John Coogan and Jordi Hays to unpack the fallout from Jensen Huang's scandal and exit, and what it means for Nvidia, open source AI, China policy and AI startups.
The gist
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Patel says Nvidia now risks slower, committee-driven decisions, since Jensen personally picked between competing chip options and pushed suppliers to commit capacity.
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Patel names Ian Buck and Jonah Alvin as the best internal successors, and Broadcom's Charlie Quas and Apple's Johnny Shrogi as his top external picks.
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Patel calls the open source ecosystem the biggest loser, since Nvidia backs open model labs and Jensen was the main voice against China restrictions.
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Patel argues Anthropic, at one-third or less Nvidia compute, is hit far less than OpenAI at 90 plus percent, and that closed source is winning.
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On their benchmark, Patel says Anthropic's model jumped in software engineering and chip design but barely moved elsewhere, showing that unique data and expert-built environments drive gains.
What they recommend · 1 pick
Samsung foldable phone
Gear & hardware
"It's not a Duo. It's a Samsung. I've had foldables for three or four years."
Also mentioned
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iPhone Air
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Nvidia Blackwell
· "Look at Blackwell, it was amazing. If they did not do what they did with Blackwell, they would have lost a..."
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Mercor
· "Even if the Chinese labs don't directly have the closed source models, some of the biggest customers are..."
20:05
AI 2027
· "How are you reflecting on the predictions in AI 2027? When I look at the model capabilities, I feel like..."
25:46
Fireworks AI
· "How does Baseten and Fireworks AI and whoever go from a billion dollars of revenue to 10 billion of revenue..."
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