Jensen vs NYT, New Model Reactions, "You Can See Everything" Trailer, Saudi EVs | Cristiano Amon, Talia Goldberg, John & Louis Antonelli, Max Levchin, Sam Ross
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What is the main topic discussed in this episode?
You're watching TBPN. Today is Wednesday, September 23rd, 2026. We are live from the TBPN Ultradome, the Temple of Technology. The fortress of finance, the capital of capital. Tell you about ramp.com. Time is money. Save both. Easy as corporate cards, bill of pay, accounting, and a whole lot more. All in one place. What
happened, John? The mallet broke. Oh, you
broke the mallet.
We broke the mallet.
I mean, does that have anything to do with the number of days until Christmas?
I think so. Are we at 90? I think so. Are we at
a round number
so we got to hit the gong? What are we? I can't read that. Is it 90?
92 days.
Okay. Well, yeah. If it's 92 days till Christmas, you got to celebrate, of course.
What did Jensen Huang say about AI alarmism on the Ezra Klein Show?
That's right. Get
ready. TBPN Road to Christmas continues. 92 more days. Get ready. NVIDIA CEO Jensen Huang went toe-to-toe with Ezra Klein on the New York Times podcast, The Ezra Klein Show.
That's actually a crazy environment to go in. Why? As Jensen. I just think he's brave. Ezra is a real journalist.
It's like, he's brave. He engaged with a real
journalist. No, it's like, you have to imagine he was a bit traumatized after Dworkash.
Okay,
yeah. Who... I don't think of as a journalist by any means, but he obviously has very strong
beliefs.
And
gets to the root question for a particular audience. Now, Dorkesh, although he was going super hard on the open source question, on selling chips to China, on AI safety and rollout and how the model, how the AI race should go. you know, Dorcas is not the person to push Jensen on like politics specifically, right? Like that's going to happen somewhere else. But yeah, it is a hot seat, but I think he did well. Two hours almost hanging out with Ezra Klein. There's some clips and I have some reactions and it's sort of interesting to dig into the mind of Jensen because he's simultaneously the biggest force in AI, the central bank of artificial intelligence, according to The Economist. He's the backstop of all backstops.
He's backstopping everything from the biggest data centers in the world, lending investment grade designation to the debt and the credit lines, to sort of acting as a soft landing for startups that get acquired at the application layer or anywhere in the stack. He's been an acquirer that's sort of underwriting. If you're a VC and you did a deal at a billion dollars-
And you're kind of in trouble on it.
There's a chance that you can get out because Jensen is willing to do a $10 billion, $15 billion acquisition. Whereas in the prior era, Apple had the money, wouldn't do it. Google really didn't do that many deals that huge. Facebook would do one big one every five, 10 years. But Jensen's been quick on it. And then he's also been investing directly in basically every lab and basically every AI project. So he's been an incredibly important force. And yet he's now starting to... standalone in his sort of PDoom equals zero take, which was very much the consensus in the technology community.
Suck would like a word.
True, true. Yeah. I think it still is the consensus in the business community, in the finance community. Basically... Anyone at the application layers, PDM0, anyone deeper in the stack on the semiconductor side or the energy side, the build-out side, the neocloud side, they're all pretty much PDM0. But the labs, and Jensen's been playing there, he's at that level. He's as important as a voice as Dario, Sam, Elon. And so to hear him not jump on the bandwagon when Elon, Sam, and Dario all agreed on pacing the frontier, he's saying, no, we don't really need to pace the frontier. It's interesting to hear him say this. There's a couple clips, let's play one, and then I have sort of an allegory for where I think his position is, but let's play this.
So what I've been hearing from the labs, what they've been saying publicly, is that they are facing a hard problem. Partially an engineering problem, partially an alignment problem, partially an operational excellence problem in Dari Amadei's framing. And what they are worried about is that in competition with each other, in national competition with China, that they are being pushed to move too fast, that they all feel they're in a collective action dilemma.
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Chapters
7 chapters
1
What is the main topic discussed in this episode?
0:00–0:43
2
What did Jensen Huang say about AI alarmism on the Ezra Klein Show?
0:43–36:31
3
How are investors reacting to the newest AI model releases?
36:31–57:51
4
What are Saudi Arabia’s new electric vehicle concepts and their design goals?
57:51–1:00:54
5
Why is the “You Can See Everything” trailer generating such strong reactions?
1:00:54–1:10:35
6
How does Qualcomm’s CEO envision AI‑powered smartphones, cars, and data‑centers?
1:10:35–1:32:33
7
What is Bessemer’s “token market fit” framework and why is the $5.75 B fund important?
1:32:33–1:49:30
Speakers
7 identifiedMore from TBPN
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