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Jensen vs NYT, New Model Reactions, "You Can See Everything" Trailer, Saudi EVs | Cristiano Amon, Talia Goldberg, John & Louis Antonelli, Max Levchin, Sam Ross

September 23, 2026

AI Summary

5 min read

Jensen on Ezra Klein, New Models Flooding X, and a Stacked Guest Roster

In a packed Wednesday episode of TBPN, the hosts covered Jensen Huang's two-hour sit-down with Ezra Klein, a wave of impressive new model demos, the trailer for Nathan Fielder's Elizabeth Holmes documentary, Saudi Arabia's first production EV, and conversations with Qualcomm CEO Cristiano Amon, Bessemer's Talia Goldberg, the Antonelli brothers behind the sports app Real, Affirm's Max Levchin, and New World's Sam Ross.

Jensen Huang Goes On the Record

Nvidia CEO Jensen Huang appeared on The Ezra Klein Show for nearly two hours, walking into what the hosts called "a real journalist" environment. Huang has become "the central bank of artificial intelligence," underwriting everything from data center debt to startup acquisitions, and investing directly in "basically every lab and every AI project." But the conversation revealed a growing divergence: Huang remains firmly in the "p(doom)=0" camp, while other lab leaders like Sam Altman, Dario Amodei, and Elon Musk have publicly agreed on the need to "pace the frontier."

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What you'll learn

  • 1 (00:00) **Opening & Gong** - The hosts kick off the show, break the mallet, and note it's 92 days until Christmas.
  • 2 (00:50) **Jensen Huang vs. Ezra Klein on NYT** - Nvidia's CEO faces tough questions on AI safety, open source, and China in a nearly two-hour interview.
  • 3 (05:55) **Jensen on Self-Driving Cars as a Precedent** - A clip from the Midas Project shows Jensen comparing AI safety to the engineering problems of autonomous vehicles.
  • 4 (09:03) **The Jobs Apocalypse That Didn't Happen** - The panel analyzes Jensen's steel-manning of the jobs question and why predictions of mass unemployment have failed to materialize.
  • 5 (14:08) **The Big Rocks Analogy** - The hosts use Stephen Covey's "big rocks" jar analogy to explain how technology creates new layers of economic activity rather than simply destroying old ones.
  • 6 (18:44) **Claude Opus 3.5 & The "You Can See Everything" Trailer** - The show showcases new AI capabilities and a trailer for a movie about Elizabeth Holmes.
  • 7 (36:41) **Interview: Cristiano Amon (Qualcomm)** - The Qualcomm CEO discusses the Snapdragon Summit, the shift to AI smartphones, and the importance of edge computing.

+ Full timestamped outline available in the app

Show Notes

  • (00:49) - Jensen vs AI Alarmism
  • (19:33) - New Model Reactions
  • (28:54) - Saudi EVs
  • (31:00) - "You Can See Everything" New Trailer Reaction
  • (36:40) - Cristiano Amon discusses Qualcomm’s vision for AI-powered smartphones, vehicles, data centers, and emerging wearable devices. The Qualcomm president and CEO highlights rising demand for computing, the importance of on-device AI, and the company’s push for an open-source AI software ecosystem.
  • (48:41) - Talia Goldberg, a partner at Bessemer Venture Partners, discusses emerging AI opportunities, including physical AI, “token market fit,” and personal agents. She also outlines Bessemer’s new $5.75 billion fund and its strategy of making selective, substantial investments in early-stage and high-growth companies.
  • (01:00:22) - John and Louis Antonelli discuss co-founding Real, a social sports app that transforms live statistics into fast, engaging, community-driven content. They explain the platform’s growth through sports fan pages, real-time notifications, digital collectibles, AI-powered moderation, and plans to expand into more sports and live events.
  • (01:25:25) - Max Levchin, founder and CEO of Affirm, discusses the company’s UK expansion with Amazon, its breakthrough attention-based underwriting models, and the advantages of operational discipline and transparency. He also explains why existing financial infrastructure can support AI agents and how Affirm’s dedicated developer-productivity team has increased AI-assisted coding while reducing costs.
  • (01:43:48) - Sam Ross, co-founder and CEO of Numeral, discusses the company’s $100 million funding round and its mission to automate global sales tax and VAT compliance. He explains that the capital will primarily support R&D, AI-powered tax advisory tools, and solutions that reduce manual work for tax professionals.


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