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← The Pulse · week of Sep 21–27
PodcastTBPNSeptember 23, 2026

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

Jensen Huang publicly diverges from Altman, Musk and Amodei on pacing AI, while VCs and CEOs describe accelerating model-driven productivity gains across sectors.

  • Jensen breaks from lab consensus: On the Ezra Klein Show, Jensen Huang rejected the 'pace the frontier' stance shared by Sam Altman, Elon Musk and Dario Amodei, framing safety as an engineering problem, not a reason to slow shipping.
  • Claude Opus 5.5 sparks reaction: Anthropic's model drew entire animations in JavaScript/Blender/SVG, fueling debate over whether foundation models will subsume the application layer.

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