Jensen Huang: Victim or Villain? + AMA 286

Charlie Kirk (0:03)

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Andrew Kolvet (1:17)

All right. Welcome, everybody. It is Friday, November 13th. We are live from Phoenix, Arizona at the Y Reef I studios. How are we doing, Blake?

Blake Neff (1:24)

Oh, we're doing good.

Andrew Kolvet (1:26)

Fantastic. Fantastic. It's always a good day if Blake Neff is doing well, doing well.

Blake Neff (1:32)

Yeah, we got to just be acceptable, you know.

Andrew Kolvet (1:34)

So there are a ton of new details. As you guys could tell yesterday, I'm very fascinated by this Jensen Huang story. I think there are plausibly four different storylines that could be workable, that could explain bits and pieces of what's actually going on, right? He could just be a former nerd turned tech mogul, 100 billion dollar net worth cheater who went outside of his marriage multiple times, or he could be a shell for the Chinese party. He could just be greedy.

Could be combination of the three. It could be also that Anthropic or OpenAI, which have closed models, wanted to take advantage of his infidelity and use this to hurt Nvidia because Jensen Huang was an advocate for OpenAI systems. But there's so much more coming out today. Now, this is an interesting story from CNN. David Sachs has made much of it. CNN says, US. Intel, this by the way, 139, US. Intel isn't sure if businesswoman spied on Nvidia for China doesn't mean she wasn't a risk source to say.

So what does this piece actually tell us from CNN? And I want to caution everybody looking at this, because while I do think some of the reporting is accurate, Natasha Bertrand, who is the one that David Sachs quote tweeted here, was also the reporter when she was working for Politico that did the Hunter Biden laptop could be Russian disinfo story. Okay? So she connects, she's very tied in with the Intel community, the IC. She's got lots of contacts over there. But this is what this story said. Now I should say it was also co-authored by a couple of others, Elena Treene, Zachary Cohen, Jennifer Hansler, Katie Bo-Lillis. So there's multiple journalists on here, which may lend some credibility, or not, depending on how you feel about CNN. But this is what it basically says, is that the attorney general says no conclusions reached on if this Chinese woman that Jensen Huang was having an affair with was a Chinese spy. No conclusions reached. CIA says, no, not yet convinced. DNI says, not entirely accurate and over-torqued, quote unquote. Ranking Democrat on the House Intelligence Committee says no. Today at least, I don't know. This was immediately after this individual was briefed. So who is arguing that she is a spy? Anonymous officials tell CNN, quote, it strains credulity to believe that she was not acting as an agent of Chinese government simply by virtue of the fact that she is a successful Chinese businesswoman working with one of America's most powerful companies. So this is the proof that it strains credulity. Even President Trump is saying, well, I don't know, it may or may not be a spy. Now, there are other reasons that makes sense, and I'll have Blake detail these in just a second, that makes sense why Jensen would be fired anyways, because some of this stuff is just too messy. But the other story line that's very interesting here is why if Megaspeed has been on the US Department of Commerce's radar, the CIA's radar, state department's radar, since 2024, why was this deal allowed to proceed? Now, everybody is now talking about Howard Lutnick. So this pretty juicy piece of tape came out this morning. Okay.