Inside Jensen Huang’s Nvidia Exit, the Math Behind a Potential Tesla–SpaceX Merger

<p>The Information’s Nvidia reporter Phoebe Liu talks with TITV Host Akash Pasricha about Jensen Huang’s final days as CEO and interim CEO Colette Kress’s pushback on the company’s riskiest bets. We also talk with Mostly Media founder CJ Gustafson and Morningstar Senior Equity Analyst Seth Goldstein about the valuations and shareholder tradeoffs behind a potential Tesla–SpaceX merger, and Catalyst co-founders Justin Zheng and Dylan Iskandar about using AI to turn trading ideas into executed trades. Lastly, SeatGeek Co-Founder and CEO Jack Groetzinger discusses AI ticket purchases and why he thinks chatbots are changing how customers find tickets.</p><p>Articles discussed in today’s show:</p><ul><li><p><a href="https://www.theinformation.com/articles/sex-lies-ai-chips-jensen-huangs-last-days-nvidia-ceo"><u>Sex, Lies and AI Chips: Jensen Huang’s Last Days as Nvidia CEO</u></a></p></li><li><p><a href="https://www.theinformation.com/articles/interim-nvidia-ceo-colette-kress-tried-tame-nvidias-riskiest-bets"><u>Interim Nvidia CEO Colette Kress Has Tried to Tame Nvidia’s Riskiest Bets</u></a></p></li></ul><p>Subscribe:</p><ul><li><p>YouTube:<a href="https://www.youtube.com/@theinformation"> <u>https://www.youtube.com/@theinformation</u></a></p></li><li><p>The Information:<a href="https://www.theinformation.com/subscribe_h"> <u>https://www.theinformation.com/subscribe_h</u></a></p></li></ul><p>Sign up for the AI Agenda newsletter:<a href="https://www.theinformation.com/features/ai-agenda"> <u>https://www.theinformation.com/features/ai-agenda</u></a></p><p>TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.</p><p>Follow us:</p><p>X:<a href="https://x.com/theinformation"> <u>https://x.com/theinformation</u></a></p><p>IG:<a href="https://www.instagram.com/theinformation/"> <u>https://www.instagram.com/theinformation/</u></a></p><p>TikTok:<a href="https://www.tiktok.com/@titv.theinformation"> <u>https://www.tiktok.com/@titv.theinformation</u></a></p><p>LinkedIn:<a href="https://www.linkedin.com/company/theinformation/"> <u>https://www.linkedin.com/company/theinformation/</u></a></p><p><br></p><p><strong>Chapters:</strong></p><p><strong>01:13 - Introduction</strong></p><p><strong>02:29 - Inside Jensen Huang’s Nvidia Exit</strong></p><p><strong>08:40 - Colette Kress and Nvidia’s Riskiest Bets</strong></p><p><strong>11:11 - The Math Behind a Potential Tesla–SpaceX Merger</strong></p><p><strong>24:27 - Cataly