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TechCheck Takes: The AI pressure cooker: OpenAI, Nvidia and Google all on the move 12/8/25

TechCheck

CNBC

Management, Cnbc, Tech, Faang, Investing, Business, Disruptors, Technology

4.566 Ratings

🗓️ 8 December 2025

⏱️ 23 minutes

🧾️ Download transcript

Summary

This week showed just how much pressure the AI trade is under. OpenAI’s Sam Altman is heading to Jimmy Fallon next week as the company reportedly declares “Code Red.” Nvidia’s Jensen Huang is shuttling between Silicon Valley, Washington and Beijing, trying to navigate the toughest geopolitical bind of the company’s history. And Replit is locking in a multiyear partnership with Google to push vibecoding to the enterprise. Google’s Matt Renner and Replit’s Amjad Masad join Deirdre Bosa to discuss.

Transcript

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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.

...

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