AI Inside

In this special edition, Jason Howell and Jeff Jarvis react to Jensen Huang's resignation as Nvidia CEO, one day after they asked whether he was too big to fire. They cover the reporting on a second affair, the board's swift move, Colette Kress stepping in as interim CEO, and Nvidia shares falling 14% at the open before recovering much of the drop. Also in this episode, they look at who could replace a legend, from Ian Buck to Rene Haas to Trump's pitch for Tim Cook, and Jeff argues the whole saga shows too much power sits in too few hands. New episodes every Wednesday at aiinside.show. CHAPTERS00:00 - Special edition opening01:17 - Jensen Huang resigns04:28 - The market reacts06:28 - Colette Kress takes over as interim CEO14:50 - Too much power in one person’s hands21:18 - What Huang’s exit means for open-weight AI27:18 - Who could take over Nvidia?31:28 - How Huang built Nvidia36:31 - Goodbye, leather jacket Chapter times may vary with dynamic ad insertion. STORY LINKS NVIDIA Announces CEO Transition Nvidia’s Jensen Huang resigns, chipmaker names CFO Colette Kress as interim CEO Jensen Huang Said to Have Had Relationship With Nvidia Executive Who Reports to Him Nvidia CEO Jensen Huang resigns amid spy, affair scandals Nvidia board prepares to oust CEO, name interim chief Nvidia Drama Triggers Difficult Search for Huang’s Successor Jensen Huang is gone. Will the AI industry pay the price? Jensen Huang Built Nvidia. Its Chips Made the AI Boom Possible. Kalshi is betting on replacements Trump has a nominee Jeff Jarvis Jason Howell’s PodTuneUp Hosts: Jason Howell and Jeff Jarvis Download and subscribe to AI Inside in audio and video. Support AI Inside on Patreon for ad-free episodes, a members-only Discord, and exclusive content. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week Jason Howell and Jeff Jarvis dig into Nvidia’s board investigating Jensen Huang after he admitted an affair with a woman US officials suspect was gathering intelligence for China, and why Jeff thinks Huang is too big to fire. Jason also shares what two weeks of early access to Google’s Gemini 4 Carbon did for his business, from a full website redesign to an agent swarm that audited his rental property books. Also in this episode: Claude Fable 5.2 finishes 41 percent of real freelance jobs, hands-on with the ASUS Googlebook 14, the Cyanogen co-founder’s AI-first Windows rival, OpenAI’s data center promises, Tencent’s Hy4, Reddit Reviews, and Meta’s Muse on your wrist. New episodes every Wednesday at aiinside.show. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. CHAPTERS:00:00 - Podcast begins01:54 - Jeff’s glossary for AI cultists04:33 - Nvidia, Jensen Huang, and the board investigation22:08 - Hands-on with the ASUS Googlebook 1428:45 - Gemini 4 Carbon and the AI Inside website39:30 - Claude Fable 5.2 and freelance work44:14 - Cyanogen’s co-founder takes on Windows50:51 - Lightning round55:40 - Where to find the show SOURCES: Jeff’s glossary for AI cultists Nvidia board to probe spying case Huang’s apology to Nvidia The woman at the center of the probe AP on the FBI investigation The short seller who flagged the ties The Nvidia capital atlas ASUS Googlebook 14 Gemini 4 Carbon’s rollout Introducing Gemini 4 Carbon Google on software verification Claude Fable 5.2 freelance benchmark Anthropic founders’ IPO stakes Generative AI in Big Walk Cyanogen co-founder takes aim at Windows OpenAI data center commitments Tencent’s latest AI model Reddit Reviews Meta Muse on smartwatches Meta Muse Ember Jeff Jarvis Intelligence — AI and Humanity Podtuneup Hosts: Jason Howell and Jeff Jarvis Download and subscribe to AI Inside in audio and video: aiinside.show. Support the podcast on Patreon for ad-free feeds, a members-only Discord, and exclusive content. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week Jason Howell and Jeff Jarvis dig into an election where AI data centers became a deciding issue, as Democrats flipped Congress and new governors in Texas, Ohio and Georgia promised to slow the buildout. Jeff argues the real target is AI's oligarchs, OpenAI rebrands data centers as "AI compute campuses," and Anthropic's revised S-1 shows $17 billion in quarterly revenue, nearly $900 billion in commitments and a warning that self-building AI may be imminent. Also in this episode: Google tells schools that no AI means no Search, AI users work longer days, Gartner bets on open models, and the security firm behind the AI breakouts blames its own error. New episodes every Wednesday at aiinside.show. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. CHAPTERS: 00:00 - Podcast begins 06:37 - Midterms, data centers and AI oligarchs 26:07 - Anthropic IPO, revenue and computing commitments 30:57 - Self-building AI and model welfare 36:24 - Google Search and AI in schools 46:50 - Are AI users working longer days? 53:37 - Open models and enterprise agents 58:39 - Jensen Huang spy-plot reporting 1:02:31 - AI security tests and independent oversight 1:06:15 - ChatGPT Chat and Work tabs 1:07:20 - Apple Watch Live Rewind 1:11:22 - Apple age limits for AI companions 1:12:01 - Claude Code and game cloning 1:13:30 - Closing thoughts and plugs AI Data Center Boom Set for Upheaval After US Election Rout Democratic governors elected on promises to stop data centre building OpenAI plans a post-midterms policy and PR blitz, pushing mandatory “speed limits” for powerful AI and rebranding its data centers as “AI compute campuses” OpenAI Would Reportedly Like You to Use Its Pleasant New Term for Data Centers Old, Polluting Jet Engines Are Being Scavenged to Power Data Centers Elon Musk suffers major blow in US midterms Shares of Elon Musk’s Tesla and SpaceX Tumble After Republican Losses Anthropic reports $17 billion in Q3 revenue, purchase commitments of $895.4 billion in revised S-1 Anthropic Discloses Huge Computing Bill Anthropic's spending commitments surge to nearly $900 billion Anthropic warns that it’s very close to RSI capability, aka self-building AI Anthropic says you can’t be mean to Claude. It’s not about feelings Suleyman against model welfare "Google will let schools disable its AI tools, but not without sacrificing Search | TechCrunch" "AI Is Making Employees Work Longer Days, New Data Shows - Bloomberg" "Open models can do 90% of agentic work at a twentieth of the cost of a frontier LLM: Gartner" British fintech Revolut slashes AI coding costs 10x by cutting out Claude and going self-hosted "Nvidia CEO Jensen Huang may have been the target of a spy plot through 'Chinese intelligence asset,' report claims" "Security Firm Tied to OpenAI, Anthropic AI Hacks Blames ‘Error’ - Bloomberg" OpenAI is finally merging ChatGPT’s Chat and Work tabs "Apple Watch's AI features for rewinding and recapping conversations begin beta testing | TechCrunch" "Apple restricts dating apps and AI companions to users 18 and up | TechCrunch" Anthropic confirms new Claude Code limits to prevent game cloning — users report Opus 5.5 is also actively blocking reverse engineering tasks Intelligence — AI and Humanity Hosts: Jason Howell and Jeff Jarvis Download and subscribe to AI Inside in audio and video: https://aiinside.show/ Support the podcast on Patreon for special perks: https://www.patreon.com/aiinsideshow. You’ll get ad-free audio and video feeds, a members-only Discord, T-shirts and stickers, and exclusive content. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week Jason Howell and Jeff Jarvis dig into Anthropic's public S-1, from its $2 trillion target valuation and the single voting share its founders control to roughly 90 pages of risk factors, Elizabeth Warren's demand for answers, and a Claude model that pulled Georgia vote counts without being asked. They also cover OpenAI and Anthropic claiming the same math breakthrough on the same day, and Google's Gemini 4 Carbon, which dropped in the middle of the show. Also in this episode: DeepMind's Genie 4 world model, Gemini Live gets a face, Walmart welcomes the AI shopping agents Amazon blocks, the tokenizer tax on non-English languages, Rest of World's uncertain future, Apple Creator Studio's new assistant, Teams phishing detection, Hugging Face's DNA chat model, and Claude Duet. New episodes every Wednesday at aiinside.show. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. CHAPTERS:00:00 - Podcast begins02:42 - Anthropic's IPO and marketing of peril21:27 - OpenAI and Anthropic's dueling math proofs34:41 - Breaking: Gemini 4 Carbon37:37 - Genie 4 world model45:22 - Gemini Live gets an avatar53:38 - Walmart welcomes AI shopping agents56:44 - The tokenizer tax on non-English languages1:01:23 - Rest of World's uncertain future1:03:33 - Apple opens its apps to AI agents1:09:38 - Microsoft Teams phishing detection1:10:18 - Hugging Face's DNA chat model1:11:53 - Claude Duet's proactive agents1:12:57 - AI doom and retirement savings1:13:46 - Wrap-up and host plugs SOURCES: Anthropic IPO: S-1 Filing Offers First Look at Claude Maker’s Finances - Bloomberg Anthropic’s Risk Factors Include ‘Catastrophic AI-Related Incident’ Elizabeth Warren Demands Answers From Anthropic on ‘Existential’ Risks See How Anthropic Arrived at Its Mind-Boggling $40 Trillion Market Opportunity Anthropic model accessed voter information OpenAI says its AI model has disproved the Exponential Time Hypothesis video explaining it OpenAI Announces New Discoveries In Mathematics, Computer Science And Physics Dueling proofs from OpenAI and Anthropic astound scientists | Scientific American OpenAI: Working with academic communities to build scientific understanding Google announces Gemini 4 Carbon with ‘significant gains across coding and agentic tasks’ DeepMind unveils Genie 4 world model promising more realistic physics and humans Introducing Gemini 3.8 Live with Live Avatar While Amazon blocks AI agents, Walmart rolls out the welcome mat | TechCrunch AI models cost more when you don’t use English Rest of World faces prospect of shutting down Apple Creator Studio gets powerful new AI features using OpenAI models Microsoft Teams to get AI-powered, context-aware phishing detection Hugging Face’s New AI Biology Model Lets You Chat With DNA | WIRED Claude Duet app is Anthropic's bet on agents | TechCrunch Hosts: Jason Howell and Jeff Jarvis Download and subscribe to AI Inside in audio and video: aiinside.show Support the podcast on Patreon for ad-free audio and video feeds, a members-only Discord, and exclusive content. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week Jason Howell and Jeff Jarvis dig into PHP2Shell, a pair of critical PHP bugs that sat in the code for more than a decade until AI helped find them, sending governments scrambling to pull websites offline. Then they look at people using Claude to make their smart TVs dumb again, synth fans vibe-coding new firmware onto old gear, and a researcher who says AI’s black box was never as tangled as we thought. Also in this episode: Meta’s Muse Spark Open, Nvidia’s DSX POD and OpenShell, DHS ordering DeepSeek out of federal systems, a Muse privacy leak, Disney’s Character.AI bankruptcy play, and Reflection’s Beam. New episodes every Wednesday at aiinside.show. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. CHAPTERS: 00:00:00 - Show intro 00:12:46 - PHP2Shell: AI finds critical PHP bugs · Related 00:21:49 - AI agents strip ads from smart TVs 00:33:29 - Vibe-coded firmware for music gear 00:40:07 - Goodfire: neural networks may be more readable · Related · Research 00:50:26 - Meta opens Muse Spark · Related 00:54:09 - Nvidia DSX POD targets data-center efficiency 00:58:11 - Nvidia OpenShell for AI agents 00:59:42 - DHS orders DeepSeek removed from federal systems 01:02:43 - Meta Muse privacy exposure 01:04:19 - Muse downloads surge as ChatGPT slips 01:06:06 - Disney and Character.AI 01:07:21 - Reflection Beam 01:08:07 - Anthropic AI safety bill 01:10:17 - Bill Gross and AI-generated startup ideas 01:15:25 - Wrap-up and where to follow Hosts: Jason Howell and Jeff Jarvis Download and subscribe to AI Inside in audio and video: aiinside.show Support the podcast on Patreon for special perks. You’ll get ad-free audio and video feeds, a members-only Discord, T-shirts and stickers, and exclusive content. Learn more about your ad choices. Visit megaphone.fm/adchoices