Jason: Jensen Huang will be back at Nvidia within 12 months | E2363
Notas del episodio
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Today’s show:
Jensen Huang is out at Nvidia, the company he founded and ran for three decades, but Jason has a prediction: he’ll be back in 12 months. If Sam Altman and Steve Jobs can return, then Jason says, so can Jenson.
On this Friday news show, Jason and Lon break down the Nvidia board’s decision to push out Huang, the WSJ report that he called his replacement “a deer in the headlights,” and the congressional investigations that are surely on the way. Jason asks why this story is breaking right now, so quickly after the midterm elections, and who stands to benefit from Huang’s ouster.
PLUS: Hubspot’s bringing back Brian Halligan to “re-found” the company. What does this mean, and why does it seem to be such a successful strategy?
Then we’re answering the X question of the day, considering the SpaceX-Tesla merger rumors, fiending for a Salt Hank’s French Dip sandwich, and wondering if “GTA VI” will be the last video game sequel to require 8 years of development.
Relevant Links
X Question of the Day: From @verifact: did $1B of Megaspeed's Nvidia chips reach China?: https://x.com/verifact
Nvidia's Jensen Huang resigns; CFO Colette Kress named interim CEO (Fortune): https://fortune.com/2026/11/11/nvidia-oust-jensen-huang-spy-affairs/
Who is Colette Kress? (TechCrunch): https://techcrunch.com/2026/11/12/jensen-huang-is-out-at-nvidia-who-is-colette-kress-his-interim-replacement/
Bessent points the finger at Commerce over Megaspeed (CNN): https://www.cnn.com/2026/11/13/politics/bessent-lutnick-nvidia-megaspeed-blame
David Sacks on the spy narrative: https://x.com/DavidSacks/status/2121070881258504395
Ken Leung on Industry (The Daily Beast): https://www.thedailybeast.com/obsessed/industry-star-ken-leung-on-hbos-most-underrated-masterpiece
Hillary Clinton co-hosts with Kara Swisher (Pivot): https://podcasts.happyscribe.com/pivot/michigan-s-primary-drama-the-doj-s-next-boss-and-hillary-clinton-co-hosts [swap for official Pivot link]
Kelly Clarkson's feud with Brooklyn shop Art of Play (The Daily Beast): https://www.thedailybeast.com/obsessed/why-kelly-clarkson-and-a-15000-bird-broke-the-internet
HubSpot: Brian Halligan returns as CEO to lead a refounding (HubSpot) → https://www.hubspot.com/company-news/leadership-transition
Refounding Ro to $3B+ Run Rate (Zach Reitano): https://x.com/ZReitano/status/2120502035455811893
Megan Fox fronts the Ro Sparks campaign (Adweek): https://www.adweek.com/brand-marketing/megan-fox-is-the-ed-treatment-in-new-ro-sparks-campaign/
Matt Shumer's AI-built GTA-style New York (Digg): https://digg.com/gaming/2iodwuom
Salt Hank's sells to Wonder (Willkie): https://www.willkie.com/news/2026/08/willkie-advises-salt-hanks-on-sale-to-wonder
The Altruists: cast and release date (Netflix Tudum): https://www.netflix.com/tudum/articles/the-altruists-cast-release-date-news
House Gem coffee mug warmer: amazon.com/House-Gem-Mug-Warmer-Temperature/dp/B0CCP46DK9
Timestamps:
0:00 Jensen Huang fallout continues
7:27 Casting the Jensen miniseries
9:15 PayPal: PayPal is built for all businesses. Get started at https://paypal.com/business
12:57 Jason on the podcast “Super-Team” format
19:11 Tim Cook as Nvidia CEO?
20:17 G2i: G2i has been recruiting software engineers for over a decade. Go to https://g2i.co/twist to find out how G2i vets engineers, and can help you hire them in days, not weeks.
21:18 Plaud (Black Friday): Meet Plaud, your AI-powered work companion that captures meetings and calls and turns them into summaries, key insights, and action items - so you can focus on making decisions and growing your business. BLACK FRIDAY: 20% OFF Plaud devices through November 30! Shop here: https://plaud.ai/twist Use code: TWIST Less time taking notes. More time building. Limited-time offer. Eligible devices only.
22:21 The “Refounding” trend comes to HubSpot
25:57 Not job loss, but static team size
30:11 Deel: Founders scale faster on Deel. Set up payroll for any country in minutes, hire anyone anywhere, get visas handled fast, and get back to building. Visit https://deel.com/twist to learn more.
31:12 Tesla’s lost five years
43:47 The X Question of the Day
48:04 GTA VI vs. a Fable-built Manhattan
49:59 Salt Hank’s French Dip sandwich
52:17 The best true tech shows
58:08 Check out our “Tactical & Practical” Substack
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(Plaud - Meet Plaud, your AI-powered work companion that captures meetings and calls and turns them into summaries, key insights, and action items — so you can focus on making decisions and growing your business.
BLACK FRIDAY: 20% OFF Plaud devices through November 30!
Shop here: https://plaud.ai/twist
Use code: TWIST
Less time taking notes. More time building. Limited-time offer. Eligible devices only.
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