Did Jensen Make the AI Boom, or Did the AI Boom Make Jensen?

Full quad for this ep and halfway through recording, the Wall Street Journal reported that Jensen Huang was out at Nvidia. We didn’t stop the tape. Consider the first part a historical POV. Jess, Sam, Dave and Brit are back together to break down the scandal shaking the world’s most valuable company. They cover the reported ties to a woman whose companies allegedly moved banned chips to China, the Wachtell-led board investigation, and why a relationship with a direct report is a board problem as much as a personal one. Once the WSJ headline drops, the conversation shifts to what comes next. Did Jensen make the AI boom, or did the AI boom make Jensen? Who could actually run Nvidia: Tim Cook, Apple’s silicon chief, or someone inside? Could Nvidia be headed for a Microsoft-style lost decade? The crew also gets into Anthropic’s IPO roadshow and the claim that AI can now move labs off Nvidia hardware in hours. Sam explains why the only reason to buy Anthropic at IPO is regret, and introduces his theory that AI companies have a “make it dumber” dial for hitting the quarter. Plus: Sam’s Claude-run home camera network, using AI to track insider stock sales, and why calling the AI bubble for Q1 makes no sense. Chapters: 00:00 Intro 01:06 Everyone's Back After Two Interview Episodes 02:16 Taping on a Wednesday, Because That's How Fast This Is Moving 03:51 The Facts: Jensen, Alice Huang, and the Chip Network 05:28 Midterms, China Hawks, and Why the Knives Are Out Now 05:52 The Board Hires Wachtell Lipton 07:01 A Half-Trillion Dollar Affair 08:24 The Second Report, and Why Lying to Your Board Is Different 10:15 Six Months From Now, Is Jensen Still CEO? 11:19 Sam: His Meme Game Isn't Strong Enough to Survive This 13:35 Brit Pitches the Movie 14:37 What the Prediction Markets Say 15:27 Who Could Actually Run Nvidia? Sam Says Tim Cook 16:31 Is Nvidia Too Big to Fail? 18:05 What Jensen's Exit Would Mean for the AI Trade 20:09 Anthropic and OpenAI Say They Can Switch Hardware in Hours 21:07 A Text From Arianna Huffington, Live 22:25 Anthropic's IPO, Nine Days Out 23:41 Sam Has His Bots Monitoring Insider Trading Filings 24:58 Bot Complaints of the Week: Jess vs Muse and Claude 26:25 The WSJ Headline Breaks Mid-Recording 26:33 Sam's Cameras: The AI Ordered the Hardware Itself 27:40 Token Shaving: Are They Making Claude Dumber for Margin? 29:26 Dave: There's a Second Dial, and It's Parasocial 30:46 The Board Is Meeting Right Now 31:33 Can AI Make This a Movie by Friday? 32:50 Why Tim Cook, and What Nvidia Actually Stands to Lose 35:19 What Does Jensen Do Next? 36:40 Did Jensen Make the AI Boom, or Did the Boom Make Jensen? 37:38 Is This the Best Trade Ever Going Into Earnings? 41:56 Would You Buy Anthropic at the IPO? 43:13 New York Thinks the Bubble Pops in Q1 45:12 The Most Entertaining Storyline of 2026 46:25 Why This Story Is a Win for Reporting We're also on: X: https://twitter.com/moreorlesspod Instagram: https://instagram.com/moreorless Spotify: https://open.spotify.com/show/2CJdt6HhJ8ioNkbqqVKckC Apple Podcasts: https://podcasts.apple.com/us/podcast/more-or-less-from-the-morins-and-the-lessins/id1692234179 Connect with us here: 1) Sam Lessin: https://x.com/lessin 2) Dave Morin: https://x.com/davemorin 3) Jessica Lessin: https://x.com/Jessicalessin 4) Brit Morin: https://x.com/brit About More or Less: For 15 years, the Morins and the Lessins have debated the future of Silicon Valley as the closest of friends. Every Friday, they break down technology, capital, and media. From The Information, Offline Ventures, and Slow Ventures.

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