LL Liz Lopatto Senior reporter at The Verge covering money, the internet and business culture, with recent coverage of the Musk v.

“Yeah, I mean, you only need a prick to pop a bubble.”

The Vergecast · Tech Strategy & Big Tech · November 2026

Context

David Pierce asked whether Nvidia becoming anything other than unstoppable could unravel the whole AI build-out. This is The Verge's Liz Lopatto's answer, in the week Jensen Huang admitted an affair with an alleged Chinese spy; the line became the episode title.

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Transcript

The Vergecast Around 24:25 into the episode

Speaker 4

Like those are your texts on his phone. Like you are potentially very much also in trouble because this important key figure in our AI build out is compromised. Like this is a this is a huge deal.

David Pierce

…saying, well, this is how the bubble pops. The minute NVIDIA becomes anything other than completely unstoppable and impenetrable, this all falls apart because the house of cards is just NVIDIA. Do you buy that? Is there a real outcome here that this all just kind of unravels around Jensen Wong?

Speaker 4

Yeah, I mean, you only need a prick to pop a bubble.

David Pierce

You've been sitting on that one, haven't you? To be honest. I have.

Speaker 4

You've been waiting for

David Pierce

that. We're going to run that into the title of this episode.

Speaker names come from our own diarization. The position is estimated from where the line sits in the episode.

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