The Vergecast

Jensen Huang is no longer the CEO of Nvidia, but his problems — and the company's — are far from over. David and Nilay talk through what all this attention might do to Megaspeed, to Nvidia, and to the US / China AI race. Then they discuss a bunch of streaming news, as Hollywood tries desperately to compete with TikTok and Instagram. Finally, it's time for Brendan Carr is a Dummy, some meat smoking news, and the latest in how we measure things online.

Follow all of The Verge's Jensen Huang coverage here: Nvidia CEO Jensen Huang has resigned. What happens next?

Other reading:

Streaming is still trying to be TikTok

Paramount Skydance says it will offer HBO Max and Paramount Plus as a bundle starting in “early 2027.”

Disney’s top priorities for its streaming service reportedly include vertical video and free always-on channels.

Tubi is going to let you make “mixtapes” to recommend shows and films.

Meta’s Muse AI can create custom ‘spaces’ for the version of the app you need right now

Meta’s Muse can now deal with a forwarded email.

Good riddance, Cybertruck!

Billboard charts will include YouTube’s streaming data again starting next year.

Reddit wants to guide your next purchase

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We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11.

00:27 Recording Disclaimer

01:06 Vergecast Kickoff

02:19 Jensen Huang Scandal Timeline

09:23 Corruption And National Security

12:00 Megaspeed Chip Smuggling

20:31 Nvidia CEO Succession

28:35 Who Becomes the Face of AI Now?

35:06 Altman Comparison And Fallout

40:53 Streaming Wars Roundup

41:36 Vertical Video Feed Craze

42:12 Clips Versus Subscriptions

42:45 Tires TikTok Jump Scare

46:08 Disney Verts Feed Problem

49:02 YouTube Shorts Discovery

52:36 Micro Dramas Quibi Redux

55:58 Free Tier Hook Strategy

58:28 Hollywood Monetization Collapse

01:01:13 Discovery Tools Arms Race

01:03:30 Ellison Speedrun Theory

01:05:48 Hype Desk Zelda Remake

01:09:17 Ocarina Mods And Hacks

01:12:14 DC Films Leadership Shakeup

01:17:41 Brendan Carr is a Dummy and Spinoff?

01:20:43 Cruz Free Speech Pledge

01:22:18 Markey Presses New Carr Lackey

01:24:24 Lujan Demands Dissent

01:26:28 FCC Lackeys Forecast

01:28:44 Billboard Adds YouTube

01:30:59 Measurement Changes Reality

01:33:22 YouTube Upends Music

01:39:07 Muse Smokes Meats

01:42:03 Vibe Coding Vs Hardware

01:48:03 Reddit Reviews Backlash

01:52:51 The End of the Cybertruck

01:56:59 Wrap Up And Version History Season 6 Trailer
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Jensen Huang is out at Nvidia, so today's episode starts with an emergency podcast within a podcast, as David and Nilay try to make sense of the state of Nvidia and AI. Then, Jen Tuohy comes on the show to tell us all about her time with the Apple HomeView, Apple's new smart home controller and family computer. It's very good at one of those things, and not so much on the other.

Further reading:

Nvidia CEO Jensen Huang resigns amid spy, affair scandals

Read Nvidia’s internal emails about the ‘extraordinarily difficult period’ ahead

Nvidia CEO Jensen Huang has resigned. What happens next?

Apple’s HomeView is my new favorite smart display — but not my daughter’s

Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed.

We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11.
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We are once again back to taking your questions on The Vergecast Hotline! (Call 866-VERGE11, or email vergecast@theverge.com.) This time, David has some thoughts on Apple's new product launch strategy, the impossible task of building a modular operating system, and more. Also: a theory on the word "theory."

Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed.

We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11.
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Nvidia CEO Jensen Huang admitted to having a relationship with a woman named Alice Huang (no relation). Was she a business partner, or was she a spy sent by the Chinese government to steal secrets from the most powerful person in AI? The Verge’s Liz Lopatto explains everything we know about the scandal, what a spy might want from Nvidia, and what could happen next for both Huangs.

Further reading:

⁠The future of AI hinges on… Jensen Huang’s sex life?⁠

⁠What could China get from Jensen Huang?⁠

⁠Here’s what Trump said he knew about Jensen Huang⁠

Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed.

We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11.
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All around the internet, groups of media fans are hunting for and curating some of the best movie, music, and TV collections anywhere. And they're doing it all via BitTorrent. Verge contributor and Lowpass writer Janko Roettgers takes us into the world of private torrent trackers, where some people are saving culture and some people are just in it for the flicks.Torrent Underground

We’re also on video! Check us out on YouTube. Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters and our ad-free podcast feed. We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11.

0:00 Torrents Return01:20 Private Trackers Explained04:04 Rules Ratios And Leechers05:56 The Prestige Ladder10:00 Bounties And Salinger12:55 Piracy Ethics Today17:16 Streaming Backlash19:45 What Private Really Means22:12 Anti Piracy Crackdowns25:44 Why People Do It27:14 Is BitTorrent Growing28:45 Curation Beats Algorithms31:51 Enough Phone Kickstarter33:50 Phone Prices
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