Jensen Huang on AI Safety & Bob Chapek on His Disney Ouster 9/28/26

NVIDIA is positioning itself as AI's safety-infrastructure layer via open-source agent containment, while resisting near-term regulation.

• OpenShell + Sentry launch: NVIDIA's new open-source 'browser for agents' contains AI agents with minimal rights via hardware isolation (BlueField), monitored in real time by a chip called Sentry sitting between the agent and the LLM.
• 100+ partners, notably one absentee: Cisco, CrowdStrike, Dell, JPMorgan Chase, SAP, Anthropic, Mistral, IBM, Red Hat, Microsoft, SpaceX and Hugging Face joined; OpenAI did not, despite NVIDIA saying OpenShell could have stopped OpenAI's Hugging Face breach.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.