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Technology’s daily show. Hosted by @johncoogan & @jordihays. Streaming live 11a–2p PT weekdays. Sign up for our free newsletter at TBPN.com.

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TBPN
@tbpn
12時間
Happy Friday. On today's show: - @firstadopter (Key Context) - @semaforben (Semafor) - @GunjanJS (WSJ) - @abhishekm1636 (Sequoia) See you on the stream.
TBPN
@tbpn
12時間
TSMC Hacked, Vibes Down Outlook Down, 41 Days Till Christmas, Nvidia v2 x.com/i/broadcasts/2…
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TBPN
@tbpn
7時間
John and Jordi disagree on if there's a NVIDIA without Jensen: Jordi: It's immediately a shell of its former self. The culture is very strong and it will endure for some amount of time. But everyone that talks about NVIDIA is saying, "This person will be this part of Jensen and
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TBPN
@tbpn
7時間
Tae Kim (@firstadopter) says NVIDIA’s product quality for the next two to three years is already “baked in the cake,” but that his best-case scenario for replacing Jensen is Arm CEO Rene Haas takes over while NVIDIA keeps it's deep bench of executives: “So what I foresee in the
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TBPN
@tbpn
8時間
Tae Kim (@firstadopter) says he's done over 100 interviews with people at NVIDIA, and that Jensen’s criticism of Colette Kress as a "deer in the headlights" is just his normal management style. "I asked, 'Are there negative behaviors I should worried about?' and no one said
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@tbpn
8時間
Tae Kim says it’s “game over” for Jensen and that there's no way he's coming back. Not because of the spy, but because he broke NVIDIA’s code of conduct by having an affair with a direct report. "A direct report is in the Nvidia terms and conditions, basically their employee
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