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Every weekday we send you summaries of the latest fundraises, interviews and tech news in Silicon Valley from TBPN — technology's daily show.

Thu, Nov 12
Fri, Nov 13

GUEST INTERVIEWS

  • Tae Kim on Nvidia post-Jensen: succession candidates, deal-making moat at risk, and Anthropic's IPO timing
  • Semafor's Ben Smith on the Jensen story as a Washington scandal: chip smuggling, Marco Rubio's memo, and Anthropic's IPO
  • WSJ's Gunjan Banerji on how ultra-wealthy spend: million-dollar vacations, the luxury travel boom, and AI wealth reshaping real estate
  • Sequoia's Abhishek Malani on the AI poker-bot tournament: 7,000 applicants, 700 competitors, and a Sunday final

NEWS

  • Nvidia employees rally to bring Jensen back despite code-of-conduct violations
  • WSJ reports Jensen Huang called his interim successor a 'deer in the headlights' before his ouster
  • TSMC hit with employee data breach — 46,000 records including national IDs and bank details up for sale at 3 BTC
  • Microsoft 365 suffers its worst Outlook outage ever — past 24 hours and counting
  • Top Chinese AI labs trained on banned Nvidia Blackwell chips, researcher finds