The Nvidia questions looming over the Jensen Huang saga

The hosts discussed what they described as the larger story still to come: Nvidia’s dealings in China and whether the US government has overlooked concerns to protect a powerful ally. They also expect questions about Megaspeed, with newly elected Democrats among those asking who knew what and when. Another question is who might replace Huang as the AI industry’s public face, and who will withstand the scrutiny ahead.

The episode also turns to streaming services’ push to compete with TikTok. David and Nilay consider whether microdramas, free tiers and a focus on vertical video can help companies such as Netflix and Paramount. They suggest the strategy is unlikely to succeed, but may be the only rational option to try.

The lightning round covers Brendan Carr, Mark Zuckerberg’s AI experiments, the Cybertruck era and other topics. The hosts also point listeners to recent discussions of private torrent trackers, an Apple HomeView review and questions from the Vergecast Hotline. Listeners can call 866-VERGE11 or email vergecast@vergecast.com.