Jensen Huang Wasn't Too Big To Fire After All // AI Inside #156
November 12, 202600:41:10

Jensen Huang Wasn't Too Big To Fire After All // AI Inside #156

In this special edition, Jason Howell and Jeff Jarvis react to Jensen Huang's resignation as Nvidia CEO, one day after they asked whether he was too big to fire. They cover the reporting on a second affair, the board's swift move, Colette Kress stepping in as interim CEO, and Nvidia shares falling 14% at the open before recovering much of the drop.

Also in this episode, they look at who could replace a legend, from Ian Buck to Rene Haas to Trump's pitch for Tim Cook, and Jeff argues the whole saga shows too much power sits in too few hands. New episodes every Wednesday at aiinside.show.

STORY LINKS
NVIDIA Announces CEO Transition
https://nvidianews.nvidia.com/news/nvidia-announces-ceo-transition

Nvidia’s Jensen Huang resigns, chipmaker names CFO Colette Kress as interim CEO
https://techcrunch.com/2026/11/12/nvidias-jensen-huang-resigns-chipmaker-names-cfo-colette-kress-as-interim-ceo/

Jensen Huang Said to Have Had Relationship With Nvidia Executive Who Reports to Him
https://www.nytimes.com/2026/11/11/technology/jensen-huang-nvidia-affair.html?unlocked_article_code=1.PlE.QYQK.ExXQ3moeKx-i&smid=nytcore-ios-share

Nvidia CEO Jensen Huang resigns amid spy, affair scandals
https://www.theverge.com/ai-artificial-intelligence/1031689/jensen-huang-nvidia-ceo-resigns

Nvidia board prepares to oust CEO, name interim chief
https://www.semafor.com/article/11/11/2026/nvidia-board-preparing-to-oust-ceo-huang-wsj

Nvidia Drama Triggers Difficult Search for Huang’s Successor
https://www.bloomberg.com/news/articles/2026-11-12/nvidia-drama-triggers-difficult-search-for-huang-s-successor

Jensen Huang is gone. Will the AI industry pay the price?
https://www.ft.com/content/dd9072bd-e8a3-4f8e-9985-550aa80a2fd4

Jensen Huang Built Nvidia. Its Chips Made the AI Boom Possible.
https://www.wsj.com/tech/ai/jensen-huang-nvidia-ceo-departs-bef1b4bb?st=fd71DX

Kalshi is betting on replacements
https://kalshi.com/markets/kxnvdaceo/next-nvidia-ceo/kxnvdaceo-29jan

Trump has a nominee
https://bsky.app/profile/trumpreposter.bsky.social/post/3n24rznbdxs2i

Jeff Jarvis
https://jeffjarvis.com/

Jason Howell’s PodTuneUp
https://podtuneup.com/

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CHAPTERS:
00:00 - Special edition opening
01:21 - Jensen Huang resigns
04:32 - The market reacts
06:32 - Colette Kress takes over as interim CEO
14:52 - Too much power in one person’s hands
21:20 - What Huang’s exit means for open-weight AI
27:20 - Who could take over Nvidia?
31:30 - How Huang built Nvidia
36:32 - Goodbye, leather jacket