Jensen Huang is out at Nvidia after 33 years — resigned as president, CEO, and board member, effective immediately. So naturally, I'm throwing my hat in the ring. I'm a normal, moral man, I'd take a salary only 20% above the number two, and I have an actual org chart with an actual succession plan. Nvidia, the job is mine if you want it.

Plus: a staff pick from Nick — Zaho de Sagazan's La Symphonie des Eclairs, piano-forward French singer-songwriter with an electro edge (think Tori Amos, but French and plugged in). Markets went slightly red despite the Nvidia chaos, Nebius dropped 17% on earnings and capex fears, Bitcoin fell below its 200-day moving average, and Microsoft is having a widespread outage — I noticed it too. And Democrats took a Mississippi Senate seat for the first time since 1982.

Topics covered: Jensen Huang resigns Nvidia, Nvidia CEO search, Colette Kress interim CEO, Bruce for Nvidia CEO, Zaho de Sagazan, La Symphonie des Eclairs, Nebius earnings, neoCloud stocks, Bitcoin 200-day moving average, Federal Reserve December rate hike, Microsoft outage, Mississippi Senate race, Scott Colom, Cindy Hyde-Smith

#Nvidia #JensenHuang #Bitcoin #StockMarket #Mississippi #Politics #Podcast

They got me. I teared up a little at the end. The VisionQuest finale lands the plane — an uneven season, but a fulfilling ending, and I think we'll all look back fondly on this show. That's the lead, then the news: the Nvidia saga keeps escalating, with a shareholder class action, the board hiring Wachtell Lipton — the same firm that investigated Kawhi Leonard and uncle Dennis — and the FBI now examining the affair. Huang testifies behind closed doors before three House committees on November 18, one day after earnings. The stock fell about 10% over two days, then bounced 4% premarket.

Plus a Veterans Day thought: the holiday's meaning gets a little lost over time, but what we're honoring is sacrifice, primarily — and one way to honor it is making sacrifices in our everyday civic life. The NFL's Sunday-night troop-support vignettes are great, but they miss that point. Markets claw back some of the selloff while the 10-year touches 5.03% and a December hike looks near-certain. Anthropic's IPO is priced at up to $1.4 trillion — well below the $2 trillion originally thrown around — trading November 19, the same day as GTA 6. Kirk Cousins is a Viking again. The House shelved the Hegseth impeachment and Jim Jordan took the GOP gavel. GTA 6 boxes with nothing but a code hit stores tomorrow — who buys a box that's just a download? And Jaylen Brown's revenge game flopped: 13 points, minus-27, Celtics 123–101.

Topics covered: VisionQuest episode 8 recap, VisionQuest finale, Nvidia Huang FBI investigation, Wachtell Lipton, Veterans Day, World War I armistice, stock market rebound, 10-year Treasury yield, Federal Reserve December hike, Anthropic IPO, Kirk Cousins Vikings, Hegseth impeachment, Jim Jordan, GTA 6 boxed copies, Jaylen Brown Celtics 76ers

#VisionQuest #Marvel #Nvidia #VeteransDay #StockMarket #NFL #GTA6 #NBA

GTA 6 downloads are live — check your console to make sure it's actually downloading — and Rockstar dropped a new 30-second trailer to celebrate. Take-Two posted a slight earnings miss yesterday, but the stock is up anyway on launch expectations, and the game could pull in $3 billion in its first month. But here's the real question: this is the first GTA without Dan Houser, Lazlow, and Leslie Benzies. Will the tone change? Will the script skew younger? Every GTA has been an homage to R-rated action and drama movies — the writers think they're making games for adults. Red Dead and GTA 4 were tragic tales, GTA 5 was lighter but still grown-up. So will Rockstar age with the audience that grew up on Vice City and San Andreas, or chase the younger, larger demographic?

Plus a staff pick: Panchiko's Ginkgo — the wild backstory of a demo found rotting in a charity shop that went viral a decade later, and a good excuse to finally learn the difference between shoegaze and dream pop (this one's dream pop, with billy woods on one track). Bonus pick: Maps by billy woods. Then the news: Gunn and Safran are out at DC — is this a mess, does anyone care, and somebody protect John Stewart. Hot CPI has the Fed floating a 50-point December hike, Wemby dropped 40/11/9 in 25 minutes as the Spurs won their ninth straight, Schumer's leadership is already under fire, California killed the billionaire tax, U2's new album lands Friday, the Blade Runner 2099 trailer is out, and France says Iran hacked supermarket freezers.

Topics covered: GTA 6 pre-load, GTA 6 trailer, Take-Two earnings, Rockstar Games, Dan Houser, Panchiko Ginkgo, billy woods Maps, James Gunn DC Studios, John Stewart, October CPI, Federal Reserve, Victor Wembanyama Spurs, Chuck Schumer, California Prop 40, U2 album, Blade Runner 2099, Iran cyberattack France

#GTA6 #GrandTheftAuto #RockstarGames #DCStudios #JamesGunn #NBA #Wembanyama #Panchiko

The biggest chip company in the world runs on one man — and that man just admitted to an affair with a woman US intelligence believes is a Chinese spy. Jensen Huang's honey-pot problem, the Nvidia board investigation, and the question nobody's asking: why didn't China just take him out? If Huang is the single point of failure for the company that powers all of AI, could Washington force a breakup — and why is the stock down when this story proves how essential Nvidia really is?

Plus: markets rally ahead of tomorrow morning's CPI, Trump's "too tough" ICE comment versus putting Stephen Miller in as chief of staff, an Iran deal nobody else will confirm, Godzilla Minus Zero smashing the foreign-language box office record, the Bears surviving Caleb Williams' four-pick day, Notre Dame barely beating Miami while Georgia trounces Ole Miss, the Elo post-mortem, 322,000 fans begging EA to save Mass Effect, and World of Warcraft Forever bringing the old gang back to Azeroth.

Topics covered: Jensen Huang Nvidia, Nvidia board investigation, Chinese spy affair, Nvidia stock, Nvidia breakup, Stephen Miller chief of staff, Trump ICE too tough, Iran deal, CPI report, Godzilla Minus Zero box office, Chicago Bears Caleb Williams, Notre Dame Miami, Georgia Ole Miss, college football Elo rankings, Mass Effect petition N7 Day, World of Warcraft Forever, WoW Forever player count

#Nvidia #JensenHuang #StockMarket #NFL #Bears #CollegeFootball #WorldOfWarcraft #MassEffect

The committee had its chance. Now that the playoff is 12 teams, is it time to ditch the 13 people with an eye test and let a chess formula pick the field? Elo only cares who you beat and who you lost to. Plus the Vegas twist: the committee and Elo both have Miami No. 1, but Notre Dame is a 7.5-point home favorite.

Then the trillion-dollar question: what does it actually mean when headlines say trillions were "wiped out" — and where does the money go? Thursday's record selloff took $2.5 trillion off the Nasdaq and $2.9 trillion off the S&P, then Friday's rebound created hundreds of billions back with barely any cash changing hands. Add in a blowout jobs report that has the Fed hiking again, Russell Brand found guilty, Stephen Miller taking over as chief of staff, Newsom commuting all 548 California death sentences, the Week 9 QB carousel, and Steph Curry passing Oscar Robertson.

Topics covered: College Football Playoff committee vs Elo rankings, PlayoffPredictor most deserving rankings, Miami vs Notre Dame, Georgia vs Ole Miss, stock market selloff, Nasdaq correction, October jobs report, Russell Brand verdict, Stephen Miller chief of staff, Gavin Newsom death penalty commutation, Shedeur Sanders Browns starter, Steph Curry Oscar Robertson, Jaguars vs Ravens

#CollegeFootball #CFP #Elo #StockMarket #NFL #RussellBrand

We're going back to Björk. The 1997 to 2001 run — the swan dress years — starting with Homogenic, the album Bruce fell asleep to for a year straight. Soothing, but never boring: a tight, uniform collection with no detours into jazz or acoustic, and the start of her collaboration with Mark Bell of LFO. "Jóga" is a banger — "and you push me up to the state of emergency" — and "All Is Full of Love" still gives him chills as a closer. Then the departure: Selmasongs and Dancer in the Dark, a movie so depressing that the lightness of the songs feels bittersweet. And Vespertine, the one he slept on in 2001 but keeps coming back to — "Hidden Place" might be his favorite opener, and "Pagan Poetry" is one of the great song titles ever.

Then the other swan: the black one. The post-election rally lasted exactly one day. The Nasdaq fell about 5% to around 24,455 — more than 10% below its October record, on track for its second correction of the year — with AMD down roughly 15% the day after its record quarter, Nvidia down about 9%, Micron 14%, Tesla 11%. The drivers: worries about heavy AI spending, and closer scrutiny of the data-center buildout now that Democrats run Congress. Plus the Vice President breaking with Trump over the Iran war, Speaker Mike Johnson stepping down as tariffs become the first real veto test, tankers hit near the Strait of Hormuz, and Wemby doing something almost nobody has done: 52 points, 24 rebounds, 8 blocks as the Spurs edged Dallas 112-111.

Topics covered: Björk, Homogenic, Jóga, All Is Full of Love, Mark Bell, LFO, Selmasongs, Dancer in the Dark, Vespertine, Hidden Place, Pagan Poetry, swan dress, Nasdaq, stock market correction, AMD, Nvidia, AI stocks, data centers, JD Vance, Trump, Iran war, Mike Johnson, tariffs, veto, Hormuz, oil, Victor Wembanyama, Spurs, NBA

#Bjork #Homogenic #Vespertine #SwanDress #Nasdaq #StockMarket #AMD #Trump #Vance #NBA #Podcast