Summary
This weekly episode from Prof G Media opens with the sudden exit of Nvidia CEO Jensen Huang. On Sunday, Huang admitted to an affair with a senior executive at one of Nvidia’s biggest customers in Southeast Asia, whom US officials believe was working for Chinese intelligence. The New York Times then reported a second affair with an Nvidia executive who reports directly to him, and by Thursday he had resigned.
Semafor’s Ashley Gold discusses what the episode may reveal about Huang’s long push to sell chips in China, including his lobbying for sales of H200 chips while other tech leaders favored tighter export controls. Scott Galloway argues the larger issue is security, saying companies like Nvidia and OpenAI are effectively the new defense contractors and need much stronger protocols, and that government agencies may have suspected the connection without warning Huang. He also notes Nvidia’s roughly $5 trillion valuation and deep bench of leaders, which he expects to limit the long-term damage.
The episode also covers a look back at the Department of Government Efficiency with author Michael Lewis, the midterm outlook for the GOP in 2028, and the challenges facing Gen Z.
📺 Source: The Prof G Pod – Scott Galloway · Published November 13, 2026
🏷️ Format: News Analysis
