Jensen Huang is no longer the CEO of Nvidia, but his problems — and the company's — are far from over. David and Nilay talk through what all this attention might do to Megaspeed, to Nvidia, and to the US / China AI race. Then they discuss a bunch of streaming news, as Hollywood tries desperately to compete with TikTok and Instagram. Finally, it's time for Brendan Carr is a Dummy, some meat smoking news, and the latest in how we measure things online. Follow all of The Verge's Jensen Huang coverage here: Nvidia CEO Jensen Huang has resigned. What happens next? Other reading: Streaming is still trying to be TikTok Paramount Skydance says it will offer HBO Max and Paramount Plus as a bundle starting in “early 2027.” Disney’s top priorities for its streaming service reportedly include vertical video and free always-on channels. Tubi is going to let you make “mixtapes” to recommend shows and films. Meta’s Muse AI can create custom ‘spaces’ for the version of the app you need right now Meta’s Muse can now deal with a forwarded email. Good riddance, Cybertruck! Billboard charts will include YouTube’s streaming data again starting next year. Reddit wants to guide your next purchase Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed. We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. 00:27 Recording Disclaimer 01:06 Vergecast Kickoff 02:19 Jensen Huang Scandal Timeline 09:23 Corruption And National Security 12:00 Megaspeed Chip Smuggling 20:31 Nvidia CEO Succession 28:35 Who Becomes the Face of AI Now? 35:06 Altman Comparison And Fallout 40:53 Streaming Wars Roundup 41:36 Vertical Video Feed Craze 42:12 Clips Versus Subscriptions 42:45 Tires TikTok Jump Scare 46:08 Disney Verts Feed Problem 49:02 YouTube Shorts Discovery 52:36 Micro Dramas Quibi Redux 55:58 Free Tier Hook Strategy 58:28 Hollywood Monetization Collapse 01:01:13 Discovery Tools Arms Race 01:03:30 Ellison Speedrun Theory 01:05:48 Hype Desk Zelda Remake 01:09:17 Ocarina Mods And Hacks 01:12:14 DC Films Leadership Shakeup 01:17:41 Brendan Carr is a Dummy and Spinoff? 01:20:43 Cruz Free Speech Pledge 01:22:18 Markey Presses New Carr Lackey 01:24:24 Lujan Demands Dissent 01:26:28 FCC Lackeys Forecast 01:28:44 Billboard Adds YouTube 01:30:59 Measurement Changes Reality 01:33:22 YouTube Upends Music 01:39:07 Muse Smokes Meats 01:42:03 Vibe Coding Vs Hardware 01:48:03 Reddit Reviews Backlash 01:52:51 The End of the Cybertruck 01:56:59 Wrap Up And Version History Season 6 Trailer Learn more about your ad choices. Visit podcastchoices.com/adchoices
Show More
Show Less
Nov 13 20262 hrs and 1 min