Jensen Huang and the Deep State (Robert Wright, Liron Shapira, and Chinese mystery guest)

Cold Open ... Introductions ... Jensen Huang Resigns from Nvidia ... Who’s Defending Jensen? ... What Did Jensen Do Wrong? ... Was Alice Huang a Chinese Spy? ... Could a slowdown actually help Anthropic and OpenAI? ... Does Decapitation Work? ... The Great Man Theory of Tech ... Where Will AI’s Value Accrue? ... What’s Next for Jensen? ... METR: AI Is Doubling Anthropic’s Research Speed ... AI Is Solving Open Math Problems ... AI Agents Negotiating Deals ... My AI vs. My CPA ... Bob’s AI Caught His Doctor’s Error ... Whatever Happened to Hallucinations? ... Formal Verification and Lean ... Andrew Wiles and the Human Cost ... The All-In Podcast’s Blind Spot ... Can We Formally Verify Alignment? ... Yudkowsky vs. Irving at ILIAD ... Will Jensen’s Fall Help Anthropic’s IPO? ... The March for an AI Treaty ... Introducing Walter, a Chinese AI Journalist ... How China Reacted to Jensen’s Resignation ... Chinese Theories About Anthropic’s Role ... How China Censored the Spy Allegation ... Does China Trust an AI Pause? ... AI Layoffs and a Chili Sauce Boycott ... Does Beijing Listen to Public Opinion? ... China’s Limits on AI Companions for Kids ... Will China Move on Taiwan? ...