Jensen’s Scandal Tests Nvidia’s Board, AI Trade Roars Back, The Great Hobby Debate | Diet TBPN

Nvidia’s board and Jensen Huang’s leadership come under fresh scrutiny as the hosts discuss reports that a senior Republican called for Huang to resign after revelations about an affair with an alleged Chinese spy. They argue the episode has pushed the story far beyond personal scandal into national-security territory, while prediction markets still imply Huang is more likely to stay than leave the CEO role before July next year.

The show also frames the broader AI trade as roaring back. The hosts point to Nvidia’s rebound, CoreWeave’s strong results, and shifting Anthropic IPO valuation chatter as signs that investors are rotating back into AI hardware and software despite ongoing debate about CUDA, compute fungibility, and the long-term durability of Nvidia’s moat. They note that higher inflation and higher rates are reinforcing the trade’s return.

The back half turns into a lively hobby debate about whether the best founders should have any hobbies at all. The hosts land on a practical definition: a real hobby has to be nonmonetizable, serious enough to involve real time commitment, and visible to the people who sell the hobby’s gear. By that standard, they treat activities like Rubik’s cubes and ship-in-bottle building as true hobbies, while dinner parties, family time, and casual exercise do not qualify.