I sat down with @DivesTech to break down the Jensen Huang controversy and what it means for Nvidia, China, and the entire AI industry. We also discuss Anthropic’s IPO, OpenAI, TSLA, SPCX, PLTR, CRWV, META, and whether the AI bull market can survive this moment. YouTube: https://youtu.be/PWMNwdI360M?si=wXh8SICUXmvyGqlA Spotify: https://open.spotify.com/episode/1iVgwMpc3GXQBDZ4IeN0ff?si=MzFnOoJDRKGUUcwWZ8QKYw Apple: https://podcasts.apple.com/us/podcast/is-jensen-huang-finished-at-nvidia-dan-ives/id1434060078?i=1000801073876 TIMESTAMPS: 0:00 - Intro 0:56 - Will Jensen Huang remain Nvidia CEO? 4:57 - What this means for China & US chip exports 9:03 - The spy story: what’s really going on? 16:10 - The most resilient bull market ever? 21:33 - Anthropic IPO & falling valuation 23:12 - Frontier models vs. their partners 27:12 - OpenAI going public 30:26 - Marvell merger, leverage & AI’s first-phase winners 35:21 - CoreWeave, Nebius & Palantir 37:36 - SpaceX, Tesla & the midterm fallout 41:11 - Cybercab, robotics & China’s lead 43:30 - Still bullish on AI? 45:08 - Meta’s comeback