TechCheck Takes: The AI pressure cooker: OpenAI, Nvidia and Google all on the move 12/8/25
TechCheck
CNBC
4.5 • 66 Ratings
🗓️ 8 December 2025
⏱️ 23 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | AI leaders are hustling. Sam Altman is heading to late night as Open AI feels the pressure. |
| 0:05.0 | Open AI CEO Sam Alton, reportedly declaring code red as Google's Gemini steals the spotlight. |
| 0:11.0 | Jensen Huang, he continues to shuttle between Washington and Beijing, trying to navigate an impossible geopolitical hand. |
| 0:17.0 | NVIDIA has been banned from going to China, not to mention China has banned Nvidia going to |
| 0:21.6 | China. |
| 0:22.6 | I think we're the first company in history that has been banned on both sides. |
| 0:25.6 | And Rupplett's CEO is announcing multi-year deals from the back of an Uber because in this |
| 0:31.1 | AI cycle, no one can afford to stand still. |
| 0:33.6 | Everyone in the organization is becoming a programmer. |
| 0:36.6 | It's really a new, new world. |
| 0:38.3 | I'm Dear Drabosa with the take. |
| 0:40.3 | AI leaders are everywhere all at once these days. |
| 0:43.3 | Sam Maltman is, as per usual, on the deal circuit, but soon he'll be somewhere new, |
| 0:59.3 | late-night TV, an unusual place for a tech CEO and a pretty clear tell that OpenAI is entering |
| 1:05.0 | a different kind of moment. |
| 1:07.2 | Jimmy Fallon is where you go when you need to reset the narrative with the public. |
| 1:17.6 | Sure, in tech circles, we pour over the similar web data that shows Gemini's getting more engagement than chat GPT, but here's the truth. Most people, they don't care about usage or benchmarks. They see vibes, and as Sam himself reportedly said in an employee memo, the vibes are rough these days. |
| 1:28.3 | Altman on late night also signals that AI is really at the center of our culture right now. |
| 1:33.3 | ChatGBTGBT is OpenAI's crown jewel and its single point of failure. |
| 1:37.3 | So when the data says users might be spending more time on a competitor's platform, you do something. |
| 1:43.3 | Like fix your core product, put other |
| 1:45.0 | projects like agents and ads on the back burner and apparently appeal directly to the masses. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from CNBC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of CNBC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

