Uploaded April 2026 | Updated September 2026, 7 hours ago

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news.

We cover:
1) Nvidia CEO Jensen Huang's pedestrian performance on the Dwarkesh Podcast
2) Jensen's argument about competing chipmakers
3) Jensen's argument about China export controls
4) What Jensen should've said
5) Why Jensen is in a tough place when he does these interviews
6) Mythos seems real btw
7) Anthropic is talking with the government about a peace deal
8) Alex's interview philosophy
9) Sam Altman's conflicts of interest
10) Are OpenAI investors considering replacing Sam as CEO?
11) Wait, Allbirds is a GPU company now??

Chapters
00:00 Intro
01:04 Jensen's Competition Problem
04:16 Can TPUs & Trainium Threaten Nvidia?
08:14 Nvidia's Real Moat: Capacity
09:14 Jensen's "Loser" Meltdown on Export Controls
14:48 Selling Chips to China vs. National Security
20:22 American vs. Chinese Values in LLMs
26:33 Mythos Cyber Results & Pentagon Thaw
29:47 Is Glasswing Just Marketing?
36:46 Defending the Interview Style
42:33 Sam Altman's Conflicts & a Possible Successor
50:12 Allbirds Pivots to GPUs