Jensen Huang Nvidia situation is rapidly becoming the biggest political scandal in years

Tom Bilyeu · · 2 hr 6 min

Tom Bilyeu and his co-host run through the week's news, led by Jensen Huang's resignation from Nvidia and four theories on who wanted him out. They also cover a global Microsoft outage, a DC shooting, and Greta Thunberg.

Watch the episode 2 hr 6 min · YouTube

The gist

  1. Bilyeu lays out four theories for Huang's resignation: a political hit job, China benefiting, big shareholders following the money, and Israeli espionage, which he dismisses.
  2. Bilyeu says the US should have throttled China's chip access just enough to keep it dependent, rather than pushing it to build its own.

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