TSMC Hacked, Vibes Down Outlook Down, 41 Days Till Christmas, Nvidia v2
John Coogan and Jordi Hays cover the fallout from Jensen Huang's exit as Nvidia CEO, a TSMC employee data leak, and a Microsoft outage, with guests Tae Kim, Ben Smith, Gunjan Banerji and Abhishek Malani.
The gist
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The hosts argue a founder-mode CEO like Jensen mainly speeds companies up by breaking committee deadlocks, and over 1,600 employee comments ask Nvidia's board to bring him back.
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A TSMC leak via an outside cloud provider offered 6.9 gigs and about 46,000 employee records, including national ID numbers and bank details, for three Bitcoin.
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Tae Kim names Arm CEO Rene Haas or CUDA creator Ian Buck as successors and says Nvidia must lock down its top 5 to 10 executives.
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Gunjan Banerji says the most successful investors pounce on crises, and shares private jet mogul Ken Ricky's habit of tipping big, like $1,000 to managers, on arrival.
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Sequoia's Abhishek Malani says over 700 people are competing in a poker bot tournament where every bot must respond within one millisecond.
What they recommend · 1 pick
Louis Vuitton
Lifestyle & luxury
"Louis Vuitton was kind enough to dress us. Yes, thank you, Louis Vuitton. Fantastic. We felt incredible out there."
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Semafor’s Silicon Valley and the World summit
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WSJ Money Interview
· "Just this year I started hosting the WSJ Money interview, which has been such a blast. Got to travel around..."
1:21:35
Gulfstream
· "I imagine that getting there on a Gulfstream back and forth, that's expensive, but that's not a million..."
1:22:07
Aman
· "The number of hotels charging $1,000 a night. These are not even, you know, the Amans of the world. These..."
1:24:01
Lamborghini Countach
· "Often it's like the poster that you had on your wall as a child, and that used to be like a Lamborghini..."
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