TSMC Hacked, Vibes Down Outlook Down, NVIDIA v2 | Tae Kim, Ben Smith, Gunjan Banerji, Abhishek Malani

Jordi Hays (0:00)

You're watching TBPN.

John Coogan (0:02)

Today is Friday, November 13th, 2026 We are live from the TBPN Ultradome, the Temple of Technology, the Forks of Finance.

Jordi Hays (0:10)

The capital of capital.

John Coogan (0:12)

I feel like your voice is coming back a little bit.

Jordi Hays (0:14)

Maybe.

John Coogan (0:15)

Let me tell you about ramp.com. Time is money, save both, you can use corporate cards, bill pay, accounting, and a whole lot more, all in one place. I think we're over the hump, over the hump of both our sickness and-

Jordi Hays (0:28)

Very weird sickness, because we were sick a long time ago, and then long road, long road back.

John Coogan (0:37)

Well, speaking of roads, let's check in on the road to Christmas.

Jordi Hays (0:40)

Perfect.

John Coogan (0:41)

How many days until Christmas? You need to count it down. That's what you come to TBPN for. We have you covered on the road to Christmas. 41 days until Christmas. Sam Altman, 41 years old.

Not his birthday today.

Jordi Hays (0:55)

Not today.

John Coogan (0:56)

Just generally, he's 41

Jordi Hays (0:58)

Random number association.

John Coogan (1:01)

Fun fact.

Anyway, we are, through most of the Nvidia news, it feels like the week is winding down. It really crescendoed in the middle of the week. Yesterday was crazy. The most fallout, I think, of everything is Jensen resigned as CEO, and doesn't even hold a board position anymore. There's a few lingering stories we should catch people up on, but we do want to move on from this story because there's so much else to talk about.

Jordi Hays (1:32)

Is there?

John Coogan (1:33)

Yes, there is. There is. The mansion section.

Jordi Hays (1:38)

Yeah, that was funny. I saw a comment from somebody, I think this morning saying, all right, guys, you've been talking about the Jensen story for nine days. We get it.

John Coogan (1:48)

Nine days?

Jordi Hays (1:49)

I don't think it's been nine. I know you want to talk to us to talk about other stuff, but I think it's ultimately the biggest story in technology, in my lifetime in many ways.

John Coogan (2:03)

The other thing is that-

Jordi Hays (2:04)

It has the most potential downstream impacts on the entire, all the private, everything happening in the private markets, public markets. We're not done. We're going to keep talking about it.

John Coogan (2:17)

The other thing is that when one of these big, all-encompassing timeline takeover current thing stories happens, like people do pull back on creating more news. So on Monday, we were sort of like, whoa, weird timing for Anthropic to drop Fable 5.2. It's going to be hard for them to break through with that model. Whereas if it's a really slow news week, a bunch of people are going to be sharing, here's what I built with it, here are the benchmarks, let's debate, AGI timelines, safety, blah, blah, blah.

It was kind of just like, here's the release card, go for it. And it didn't break through nearly as much. And that's something that they clearly had planned in preparation for the IPO next week. They weren't going to cancel that. But many other companies are pushing back releases right now because of the Jensen story. Because if you have a funding announcement or some product launch, you know that it's going to be harder to break through. So that also gives us a little bit less to talk about. But fortunately, the good folks at the Wall Street Journal, they're still publishing the Mansion section. And so we will have plenty to talk about. But first, we should do a little review of last night. Jordi, how did you enjoy GQ Men of the Year?

Jordi Hays (3:26)

Really fun.

John Coogan (3:27)

Great party.

Jordi Hays (3:28)

Really fun.

First red carpet ever? Yes.

Yes.

John Coogan (3:32)

We should get a red carpet in here, I feel like, for the guests to enter. Yes. Don't you think that's underrated? We have a couple of black carpets.

Jordi Hays (3:39)

But it was really fun. Honestly, we spent the entire time going around, hanging out with all the media people.

John Coogan (3:46)

Yeah, the business media people.

Jordi Hays (3:47)

It's not really our scene, but we had a really great time.

John Coogan (3:51)

Yeah.

Jordi Hays (3:52)

Louis Vuitton was kind enough to dress us.

John Coogan (3:54)

Yes. Thank you, Louis Vuitton. Fantastic.

Jordi Hays (3:57)

We felt incredible out there. Yeah.

John Coogan (3:58)

It was remarkable. It was a movie.

Jordi Hays (4:01)

Yeah. Chad's saying we need a green carpet.