Jensen Huang is no longer the CEO of Nvidia, but his problems — and the company's — are far from over. David and Nilay talk through what all this attention might do to Megaspeed, to Nvidia, and to the US / China AI race. Then they discuss a bunch of streaming news, as Hollywood tries desperately to compete with TikTok and Instagram. Finally, it's time for Brendan Carr is a Dummy, some meat smoking news, and the latest in how we measure things online.
Follow all of The Verge's Jensen Huang coverage here: Nvidia CEO Jensen Huang has resigned. What happens next?
Other reading:
Streaming is still trying to be TikTok
Paramount Skydance says it will offer HBO Max and Paramount Plus as a bundle starting in “early 2027.”
Disney’s top priorities for its streaming service reportedly include vertical video and free always-on channels.
Tubi is going to let you make “mixtapes” to recommend shows and films.
Meta’s Muse AI can create custom ‘spaces’ for the version of the app you need right now
Meta’s Muse can now deal with a forwarded email.
Good riddance, Cybertruck!
Billboard charts will include YouTube’s streaming data again starting next year.
Reddit wants to guide your next purchase
Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed.
We love hearing from you! Email your questions and thoughts to [email protected] or call us at 866-VERGE11.
00:27 Recording Disclaimer
01:06 Vergecast Kickoff
02:19 Jensen Huang Scandal Timeline
09:23 Corruption And National Security
12:00 Megaspeed Chip Smuggling
20:31 Nvidia CEO Succession
28:35 Who Becomes the Face of AI Now?
35:06 Altman Comparison And Fallout
40:53 Streaming Wars Roundup
41:36 Vertical Video Feed Craze
42:12 Clips Versus Subscriptions
42:45 Tires TikTok Jump Scare
46:08 Disney Verts Feed Problem
49:02 YouTube Shorts Discovery
52:36 Micro Dramas Quibi Redux
55:58 Free Tier Hook Strategy
58:28 Hollywood Monetization Collapse
01:01:13 Discovery Tools Arms Race
01:03:30 Ellison Speedrun Theory
01:05:48 Hype Desk Zelda Remake
01:09:17 Ocarina Mods And Hacks
01:12:14 DC Films Leadership Shakeup
01:17:41 Brendan Carr is a Dummy and Spinoff?
01:20:43 Cruz Free Speech Pledge
01:22:18 Markey Presses New Carr Lackey
01:24:24 Lujan Demands Dissent
01:26:28 FCC Lackeys Forecast
01:28:44 Billboard Adds YouTube
01:30:59 Measurement Changes Reality
01:33:22 YouTube Upends Music
01:39:07 Muse Smokes Meats
01:42:03 Vibe Coding Vs Hardware
01:48:03 Reddit Reviews Backlash
01:52:51 The End of the Cybertruck
01:56:59 Wrap Up And Version History Season 6 Trailer
Learn more about your ad choices. Visit podcastchoices.com/adchoices
Follow all of The Verge's Jensen Huang coverage here: Nvidia CEO Jensen Huang has resigned. What happens next?
Other reading:
Streaming is still trying to be TikTok
Paramount Skydance says it will offer HBO Max and Paramount Plus as a bundle starting in “early 2027.”
Disney’s top priorities for its streaming service reportedly include vertical video and free always-on channels.
Tubi is going to let you make “mixtapes” to recommend shows and films.
Meta’s Muse AI can create custom ‘spaces’ for the version of the app you need right now
Meta’s Muse can now deal with a forwarded email.
Good riddance, Cybertruck!
Billboard charts will include YouTube’s streaming data again starting next year.
Reddit wants to guide your next purchase
Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed.
We love hearing from you! Email your questions and thoughts to [email protected] or call us at 866-VERGE11.
00:27 Recording Disclaimer
01:06 Vergecast Kickoff
02:19 Jensen Huang Scandal Timeline
09:23 Corruption And National Security
12:00 Megaspeed Chip Smuggling
20:31 Nvidia CEO Succession
28:35 Who Becomes the Face of AI Now?
35:06 Altman Comparison And Fallout
40:53 Streaming Wars Roundup
41:36 Vertical Video Feed Craze
42:12 Clips Versus Subscriptions
42:45 Tires TikTok Jump Scare
46:08 Disney Verts Feed Problem
49:02 YouTube Shorts Discovery
52:36 Micro Dramas Quibi Redux
55:58 Free Tier Hook Strategy
58:28 Hollywood Monetization Collapse
01:01:13 Discovery Tools Arms Race
01:03:30 Ellison Speedrun Theory
01:05:48 Hype Desk Zelda Remake
01:09:17 Ocarina Mods And Hacks
01:12:14 DC Films Leadership Shakeup
01:17:41 Brendan Carr is a Dummy and Spinoff?
01:20:43 Cruz Free Speech Pledge
01:22:18 Markey Presses New Carr Lackey
01:24:24 Lujan Demands Dissent
01:26:28 FCC Lackeys Forecast
01:28:44 Billboard Adds YouTube
01:30:59 Measurement Changes Reality
01:33:22 YouTube Upends Music
01:39:07 Muse Smokes Meats
01:42:03 Vibe Coding Vs Hardware
01:48:03 Reddit Reviews Backlash
01:52:51 The End of the Cybertruck
01:56:59 Wrap Up And Version History Season 6 Trailer
Learn more about your ad choices. Visit podcastchoices.com/adchoices