Jordi Hays
Co-founder and host of TBPN, a daily technology talk show covering startup news, funding rounds and the businesses behind Silicon Valley.
“Going back to as you started to understand the implications of how quickly we would be able to generate software, you had to be bearish on CUDA, right? The two things were completely at odds. … NVIDIA is helping disrupt itself, in the same way that you saw with Google creating the original LLM, also creating the technology to ultimately disrupt itself.”
TBPN · Startups & Venture · November 2026
Context
After claims that AI helped Anthropic port its stack to AMD hardware in days, Hays argues Nvidia's CUDA software lock-in was always in tension with AI that writes software quickly.
Transcript
But I think if he stays, if he becomes chairman or something and fully leaves CEO position, then it counts. Yeah.
…from six to 12 months to three days. That's like that's a 10x increase, no, more like a 30x, 50x, 100x increase in speed. And yet there's still a lot of debate over whether Anthropic is seeing a 2x increase in AI development. And there's some debate in the latest model card in the league. Yeah, the
…closed doors about Nvidia’s Board, their actions over the last few years, right? They could simultaneously agree that they make pretty good GPUs. But they strongly, strongly disagree with the approach that NVIDIA has taken to exporting the technology. 100%. And so I very much, yeah, of course they're going to be taking, you know, one, I think this is like pretty much real. This like, I think going back to as you started to understand the implications of how quickly we would be able to generate software, you had to be bearish on CUDA, right? The two things were completely at odds. And one of these things that's interesting where like NVIDIA is. NVIDIA is like helping create its own, helping disrupt itself in the same way that you saw with Google, creating the original LLM, also like creating the technology to ultimately disrupt itself. And so I would just see Dario will be out there continuing to push Anthropic's worldview at a time when Jensen is greatly weakened, right?…
same time, it feels like all of that is true behind the scenes, probably in Washington right now, especially with the realignment post midterms. But that was not the focus of the IPO roadshow. The IPO roadshow was not focused on doom and fear-mongering. It was very focused on the Age of Miracles…
NVIDIA also rallying.
We're 3% away from a new record high. The SP 500 surges above 7,600 as DIP buyers continue to rotate back into technology stocks. We talked to a very sharp market analyst about the sell-off, and he said, I think it's a buying opportunity. And I think he was right. How's NVIDIA doing?
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