Jensen Secures Top Spot on Naughty List, Rockefeller Christmas Tree Delivered, Timeline in Turmoil
TBPN hosts John Coogan and Jordi Hays react to Nvidia CEO Jensen Huang admitting an affair with a suspected Chinese spy. They also talk with Sweetgreen's Jonathan Neman and founders building data centers, factories and AI-run websites.
The gist
-
The hosts argue Jensen Huang's admitted affair with Alice Wang, linked to the Nvidia reseller Megaspeed, wrecks his credibility in Washington on chip sales to China.
-
Nvidia stock fell about 5% while the Nasdaq rose 2.5%, and a prediction market put his chance of leaving before next July at 31%.
-
Jordi praises the Shazam feature built into Siri for naming a song when Grok guessed wrong, while Coogan says Siri still fails simple follow-up questions.
-
Neman says Sweetgreen's orders placed by AI agents roughly doubled from June to October, and he prefers direct orders for customer data and better margins.
-
Neman uses Listen Labs for consumer research and says labor, not rent at about 8% of revenue, drives food prices, so Sweetgreen is pushing dinner.
Jordi Hays uses it
"I had a great Siri moment. I wanted to figure out the title of a certain song and it has Shazam integrated."
▶ Play at 58:454 creators recommend it, including Adam Skolnick, Joe Rogan, and RZA.
See all on the Shazam page"There are a lot of AI tools now that are helping us. Listen Labs is one that we use for understanding the consumer. They just got acquired by Salesforce."
▶ Play at 1:09:553 creators recommend it, including a16z and John Somorjai.
See all on the Listen Labs pageWhat they recommend · 3 picks
"I had a great Siri moment. I wanted to figure out the title of a certain song and it has Shazam integrated."
"There are a lot of AI tools now that are helping us. Listen Labs is one that we use for understanding the consumer. They just got acquired by Salesforce."
"When you go and ask Muse, which was amazing, love Muse, Nat Friedman who leads it, love the whole team there... But when you go on Muse and ask it to go book you a hotel or what..."
Jordi Hays
1 pick
"I had a great Siri moment. I wanted to figure out the title of a certain song and it has Shazam integrated."
Jonathan Neman
1 pick · guest
"There are a lot of AI tools now that are helping us. Listen Labs is one that we use for understanding the consumer. They just got acquired by Salesforce."
Josh Payne
1 pick · guest
"When you go and ask Muse, which was amazing, love Muse, Nat Friedman who leads it, love the whole team there... But when you go on Muse and ask it to go book you a hotel or what..."
Also mentioned
Ads in this episode
Cisco, CrowdStrike, Ramp, New York Stock Exchange, Codex, Console, Shopify, Public, Figma, MongoDB. They're paid, so we keep them out of the picks above.
See what TBPN recommends without being paid →Related episodes
Episodes covering similar topics
More from TBPN