Who Replaces Jensen Huang?
Shownotes
Trump said the FBI was looking into Jensen Huang’s affair, and Nvidia’s stock sank 4.3%. Uber launched in-app parking in 15 cities. Anthropic released Mythos and Fable 5.2, which it says formalized Fermat’s Last Theorem and solved black hole problems.
- rump says the FBI is “looking into” Jensen Huang’s affair, and the Nvidia CEO told him that he “had absolutely no idea that the person in question was a spy” (AP)
- A Commerce Department probe into Megaspeed for allegedly smuggling Nvidia chips to China was handed to the DOJ after Nvidia’s general counsel emailed investigators and invoked the name of a top Commerce official (NYT)
- Sources: Jensen Huang has used Heller, a crisis PR firm known for handling sex scandals, since at least October 2025, well before his affair became public (Wired)
- Huang’s fate now rests with a weak, long-tenured Nvidia board with no successor in sight and a CEO with 50+ direct reports, raising a governance crisis (Semafor)
- Uber launches Uber Parking, an in-app parking reservation tool powered by its SpotHero acquisition, in 15 US cities, including Chicago, NYC, and San Francisco (The Verge)
- Anthropic releases Mythos 5.2 and Fable 5.2, saying they are “best for the most ambitious, open-ended technical work”, with outputs up to 30% faster than 5.1 (Anthropic)
- Fable 5.2 and Mythos 5.2 post new benchmark highs while API prices drop 20% to $8 per million input tokens and $40 per million output; Mythos stays reserved for vetted Project Glasswing users (VentureBeat)
- Anthropic says during prerelease testing Mythos 5.2 and Fable 5.2 formalized the proof of Fermat’s Last Theorem and solved two open black hole physics problems (The Verge)
- About 1,000 Fable 5.2 agents turned the Fermat proof into a computer-verifiable one in 30 hours and coded a working OS in eight days, though the black hole papers haven’t been peer reviewed (Gizmodo)
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