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Jensen Huang and the Deep State (Robert Wright, Liron Shapira, and Chinese mystery guest)
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Jensen Huang and the Deep State (Robert Wright, Liron Shapira, and Chinese mystery guest)

0:00 Cold Open
0:30 Introductions
1:32 Jensen Huang Resigns from Nvidia
5:02 Who’s Defending Jensen?
10:09 What Did Jensen Do Wrong?
12:23 Was Alice Huang a Chinese Spy?
18:03 Does Decapitation Work?
21:34 The Great Man Theory of Tech
23:58 Where Will AI’s Value Accrue?
27:14 What’s Next for Jensen?
29:33 METR: AI Is Doubling Anthropic’s Research Speed
35:01 AI Is Solving Open Math Problems
37:24 AI Agents Negotiating Deals
40:03 My AI vs. My CPA
42:38 Bob’s AI Caught His Doctor’s Error
44:20 Whatever Happened to Hallucinations?
45:35 Formal Verification and Lean
50:47 Andrew Wiles and the Human Cost
54:10 The All-In Podcast’s Blind Spot
57:15 Can We Formally Verify Alignment?
59:55 Yudkowsky vs. Irving at ILIAD
1:01:21 Will Jensen’s Fall Help Anthropic’s IPO?
1:06:48 The March for an AI Treaty
1:08:02 Introducing Walter, a Chinese AI Journalist
1:09:22 How China Reacted to Jensen’s Resignation
1:15:43 Chinese Theories About Anthropic’s Role
1:22:47 How China Censored the Spy Allegation
1:24:33 Does China Trust an AI Pause?
1:26:59 AI Layoffs and a Chili Sauce Boycott
1:32:50 Does Beijing Listen to Public Opinion?
1:36:42 China’s Limits on AI Companions for Kids
1:39:29 Will China Move on Taiwan?

Robert Wright (Nonzero, The Evolution of God, Why Buddhism Is True) and Liron Shapira (Pause AI, Doom Debates). Recorded November 12, 2026.

Twitter: https://twitter.com/NonzeroPods

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