Jensen’s Scandal Tests Nvidia’s Board, AI Trade Roars Back, The Great Hobby Debate | Diet TBPN

The gist

1. A Republican senator called for Jensen to resign over national security risks, but prediction markets put his chance of leaving before next July at 38%.
2. The hosts note Anthropic's Mythos took three days to run itself on AMD hardware versus 6 to 12 months, a threat to Nvidia's CUDA advantage.
3. Anthropic's IPO is reportedly seeking around $1.33 trillion, with bankers weighing $1.5 trillion, while CoreWeave's 26.8% jump helped revive the AI trade.
4. They discuss Jeff Yass's argument that bubbles don't exist, since a price is the market's best guess under uncertainty, not a delusion.
5. Debating Masha Bucher's claim that top founders have no hobbies, the hosts settle on a test: it's a hobby if the store clerk knows your name.