Jensen On The Ropes, Sam Altman’s Conflicts, Allbirds’ GPU Pivot

Big Technology Podcast

Alex Kantrowitz

Business, Politics, News, News Commentary, Technology, Government, Religion & Spirituality, Society & Culture, Philosophy, Management, Social Sciences, Tech News, Religion, Marketing, Business News, Investing, Science, Entrepreneurship

4.7 • 595 Ratings

🗓️ 17 April 2026

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Nvidia CEO Jensen Huang's pedestrian performance on the Dwarkesh Podcast 2) Jensen's argument about competing chipmakers 3) Jensen's argument about China export controls 4) What Jensen should've said 5) Why Jensen is in a tough place when he does these interviews 6) Mythos seems real btw 7) Anthropic is talking with the government about a peace deal 8) Alex's interview philosophy 9) Sam Altman's conflicts of interest 10) Are OpenAI investors considering replacing Sam as CEO? 11) Wait, Allbirds is a GPU company now?? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Jensen Wong struggles to address Nvidia's position on competition and export controls.
0:05.0	Where does it leave the company?
0:06.4	Sam Altman's conflicts are getting at least some open AI investors a bit nervous,
0:11.5	and Alberts is a GPU company now?
0:13.8	That's coming up on a big technology podcast Friday edition right after this.
0:18.0	This episode is brought to you by Service Now.
0:20.3	If you want to see where Enterprise AI is actually headed,
0:22.7	Knowledge 2026 is the place to be.
0:25.2	It's ServiceNow's annual conference,
0:27.0	May 5th through 7th in Las Vegas,
0:29.5	where thousands of business and tech leaders come together.
0:32.9	Expect headline keynotes from ServiceNow chairman and CEO Bill McDermott.
0:37.1	Real stories from companies running AI at scale and major partnership announcements turning
0:41.9	AI ambition into actual business results.
0:45.1	I'll be there in person sitting down with some of the most influential voices in the space
0:49.8	and we'll be bringing those conversations back to you here on Big Technology.
0:55.8	Welcome to Big Technology podcast Friday edition where we break down the news in our traditional cool-headed and nuanced format.
1:02.5	We have a lot to cover and a great show for you today.
1:04.8	We're going to talk all about Jensen Wong's performance on the Dwarkesh podcast and whether that leaves us with some concerning
1:11.5	red or yellow flags about NVIDIA's position moving forward. We're also going to talk about
1:16.3	Sam Altman's conflicts of interest that have been laid out in the Wall Street Journal and
1:21.3	whether some investors want to potentially replace him as CEO. That's what they're talking about.
	...

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