Jensen Huang Resigns, RSI Coming in 2027 — with Robert Wright

Bestselling author Robert Wright and I react to Jensen Huang’s resignation from Nvidia, METR’s report that AI is doubling Anthropic’s research speed, and whether AI safety can ever be formally verified. Plus:

Where AI’s economic value will accrue;

My AI outperforming my CPA;

What Jensen’s fall means for Anthropic’s IPO;

And an anonymous Chinese AI journalist on how it all looks from Beijing.

Enjoy another edition of the Nonzero x Doom Debates collab!

Watch on YouTube: https://www.youtube.com/watch?v=uZZEfe2OmAE

Timestamps

00:00:00 — Cold Open

00:00:30 — Introductions

00:01:32 — Jensen Huang Resigns from Nvidia

00:05:02 — Who’s Defending Jensen?

00:10:09 — What Did Jensen Do Wrong?

00:12:23 — Was Alice Huang a Chinese Spy?

00:18:03 — Does Decapitation Work?

00:21:34 — The Great Man Theory of Tech

00:23:58 — Where Will AI’s Value Accrue?

00:27:14 — What’s Next for Jensen?

00:29:33 — METR: AI Is Doubling Anthropic’s Research Speed

00:35:01 — AI Is Solving Open Math Problems

00:37:24 — AI Agents Negotiating Deals

00:40:03 — My AI vs. My CPA

00:42:38 — Bob’s AI Caught His Doctor’s Error

00:44:20 — Whatever Happened to Hallucinations?

00:45:35 — Formal Verification and Lean

00:50:47 — Andrew Wiles and the Human Cost

00:54:10 — The All-In Podcast’s Blind Spot

00:57:15 — Can We Formally Verify Alignment?

00:59:55 — Yudkowsky vs. Irving at ILIAD

01:01:21 — Will Jensen’s Fall Help Anthropic’s IPO?

01:06:48 — The March for an AI Treaty

01:08:02 — Introducing Walter, a Chinese AI Journalist

01:09:22 — How China Reacted to Jensen’s Resignation

01:15:43 — Chinese Theories About Anthropic’s Role

01:22:47 — How China Censored the Spy Allegation

01:24:33 — Does China Trust an AI Pause?

01:26:59 — AI Layoffs and a Chili Sauce Boycott

01:32:50 — Does Beijing Listen to Public Opinion?

01:36:42 — China’s Limits on AI Companions for Kids

01:39:29 — Will China Move on Taiwan?

Links

ROBERT WRIGHT & NONZERO

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The God Test — Bob’s 2026 book on AI

“The Age of Big Math” — Bob’s Nonzero conversation with Steven Strogatz, author of Big Math

“When AI Enters the Quantum World” — Bob’s Nonzero conversation with Scott Aaronson

Join NonZero’s Discord server

Nonzero on X (@NonzeroPods)

THE WEEK IN AI

“NVIDIA Announces CEO Transition” — the board’s announcement: Jensen Huang resigns, Harvey Jones becomes chair, CFO Colette Kress becomes interim CEO

“China’s Top Spy Agency Recruited Woman Who Targeted Jensen Huang” — the New York Times story that broke the scandal

“A Mystery Businessman Introduced Jensen Huang to His Paramour. It Was Her Husband.” — the Wall Street Journal story on Alice Huang, her husband and Megaspeed

Elon Musk: “That would be an honor” — his reply to “Elon please hire Jensen”

“Independent Assessment of AI R&D Acceleration at Anthropic in October 2026” — the METR report: progress at about twice the earlier rate, roughly 80% of it from AI

“Q3.5 Timelines Update: Looks Like the Intelligence Explosion Will Happen in 2027 After All” — the AI Futures Project moves its forecast back to 2027

Daniel Kokotajlo to Anthropic: “Do you want to pace or not?” — the tweet where he drops the F-bomb

“Sharing AI progress in mathematics” — OpenAI’s release of 722 math manuscripts from an unreleased model

“Formalizing Fermat’s Last Theorem” — Anthropic on Claude’s 13-million-line Lean proof

“Kernel accepts wrong-structure projections, allowing an axiom-free proof of False” — the Lean kernel bug Liron describes

“Introducing AlphaProof Code” — Google DeepMind formally verifies the code behind the Signal messaging protocol

Eliezer Yudkowsky & Geoffrey Irving Debate — recorded at the ILIAD conference at Lighthaven

March for an AI Treaty — Saturday, November 14, in cities across the US, Canada, France and Germany

“China’s Lao Gan Ma Takes the Heat for Alleged Layoffs Due to AI” — Sixth Tone on the chili sauce maker and the boycott calls

“China Bans AI Romantic Partners, Virtual Relatives for Minors” — Sixth Tone on China’s AI companion rules

ALSO MENTIONED

“The Proof” — the NOVA documentary on Andrew Wiles and Fermat’s Last Theorem

“Provably safe systems: the only path to controllable AGI” — Max Tegmark and Steve Omohundro’s paper on formal verification for AI safety

“AI as Normal Technology” — the essay by Arvind Narayanan and Sayash Kapoor, Bob’s upcoming guest

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