The Name's Huang. Alice Huang. The Markets. Shaken, and Stirred. | Chris Miller, Ed Bolian, Justin Sealy, Christopher Kercher

(00:51) - Jensen Faces Widening Scrutiny (32:39) - Ring's New Drone Camera (40:12) - Chris Miller, a historian and expert on global semiconductor supply chains, discusses the fallout from an alleged Chinese spying scandal involving Nvidia and the resulting pressure from Washington. He argues that Nvidia must reset its relationship with Congress, retreat from China and Southeast Asia, and accept that governments view its chips as strategically vital. (56:14) - Ed Bolian discusses his career as Vinwiki’s founder and CEO, former Lamborghini sales director, exotic-car entrepreneur, and onetime Cannonball Run record holder. He explores automotive storytelling, collector-car values, depreciation, rare specifications, exotic-car ownership, and the future of performance driving and track-only vehicles. (01:30:16) - Justin Seeley discusses his defense-tech company’s $30 million seed round and its AI-powered, off-the-shelf robots that automate wire-harness production. He explains how flexible robots can accelerate low-volume defense manufacturing, adapt to changing designs, and operate during nights and weekends, with funding focused primarily on AI talent and specialized training data. (01:37:38) - Christopher Kercher discusses founding Kercher Law after 17 years at Quinn Emanuel, where he represented prominent clients in major litigation and launched the firm’s AI and data analytics group. He explains how AI can enable smaller legal teams, sharpen litigation strategy, and reshape the economics of large law firms while emphasizing that courtroom advocacy and human judgment remain essential. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive