Show notes
Ben and Andrew begin with a look back at what Jensen Huang meant to Nvidia, why AI changed the company, what Jensen’s efforts meant to the AI buildout, and what his absence could mean for both the AI ecosystem and the Nvidia F1 car. From there: The corporate red lines Huang crossed at Nvidia, the enemies he made in Washington that may have led to his demise, Alice Huang spy intrigue, a funeral for opposition to chip bans (and more), the hawkish chip policies that loom in the wake of this week’s news, and Jensen’s fearless gambles that were inseparable from his ultimate downfall. At the end: Celebrating 300 episodes of Sharp Tech with a nerdy chronicle of Ben’s journey into 3D printing, related AI show-and-tell adventures, and a Fable 5.2 triumph in Ben’s war with Mac mini permission dialogs.
This episode is presented by Stripe, the economic infrastructure for AI, and for Stratechery itself.
Agentic commerce purchases with Link, Stripe’s digital wallet that works surprisingly well for agents, grew 38x in September. You can use Link on Muse, as well as many other of the agents you might use already.
To email the show: email@sharptech.fm
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Jensen Huang’s Affair, The Culper Report, Huang’s Righteousness — Stratechery Update
The Jensen Huang Story Gets Worse, Washington vs. New York, Silicon Valley — Stratechery Update
AI Promise and Chip Precariousness — Stratechery
An Interview with Nvidia CEO Jensen Huang about Manufacturing Intelligence — Stratechery Interview
An Interview With Nvidia CEO Jensen Huang About Building the Omniverse Cloud — Stratechery Interview
An Interview with Nvidia CEO Jensen Huang About AI’s iPhone Moment — Stratechery Interview
An Interview with Nvidia CEO Jensen Huang About Chip Controls, AI Factories, and Enterprise Pragmatism — Stratechery Interview
An Interview with Nvidia CEO Jensen Huang About Accelerated Computing — Stratechery Interview
Jensen Huang Was Always Going to Lose — Sharp Text
Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
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