Jensen’s Spy Scandal Deepens, Ring’s Flying Security Cam, Anthropic IPO Roadshow | Diet TBPN
TBPN hosts John Coogan and Jordi Hays track the deepening Nvidia scandal around Jensen Huang and alleged spy Alice Wong, plus Anthropic's IPO plans, Ring's new security drone and a hack at Fireworks.
The gist
-
The hosts walk through seven new allegations against Nvidia, including Bloomberg finding about 50,000 GPUs sold to Megaspeed that went uncounted.
-
Coogan recommends The Information's breakdown of Alice Wong's company network, centered on Shanghai Century Leong, which reportedly moved over $7.5 billion in Nvidia chips.
-
Tyler notes prediction markets put Jensen leaving before next July at almost 40%, up from about 30 to 31% the day before.
-
The hosts say Anthropic is on track to IPO next Thursday with a new $80 billion ARR figure and brokerage links for retail buyers.
-
Amazon's Ring unveiled a $250 indoor flying camera and a $1,000 roaming business robot, though the hosts question indoor-only use and cybersecurity risks.
John Coogan recommends it
"Also, The Information has a fantastic breakdown that goes way deeper into Alice Wong, the James Bond of AI, I suppose. Mega Speed, and then there's this new company that they dug up, Century Leong. Highly recommend reading this. And they actually piece together the puzzle a lo..."
▶ Play at 8:03What they recommend · 1 pick
The Information
Media & entertainment
"Also, The Information has a fantastic breakdown that goes way deeper into Alice Wong, the James Bond of AI, I suppose. Mega Speed, and then there's this new company that they du..."
◎
Related episodes
Episodes covering similar topics
More from TBPN
Jensen’s Scandal Tests Nvidia’s Board, AI Trade Roars Back, The Great Hobby Debate | Diet TBPN
Nov 12, 2026
Chris Miller (Chip War) Joins, The Name's Huang. Alice Huang. The Markets. Shaken, and stirred.
Nov 10, 2026