elenanisonoff
Region: US
Sunday 06 September 2026 05:16:44 GMT
21273
2101
56
32
Music
Download
Comments
QuillandKey :
Hugging face just reminds me of the aliens that shove eggs down your throat. It’s like they’re trying to sound evil constantly.
2026-09-06 13:07:48
0
Yami :
Really solid breakdown, just two things. The deal ran the other direction. Delangue approached Huang, not the reverse. He told CNBC he went to Nvidia over the summer because it was a "perfect home" and a few weeks later it was done. So Hugging Face wasn't held out for a bigger number, it sold itself, and the trigger was the breach. Also Nvidia's growth is accelerating, not slowing. Q1 was 81.6 billion, Q2 was 96.2, that's plus 14.6 sequential, up 18 percent, and Huang said growth was capped by supply not demand. The CFO guided to about 70 percent growth next fiscal year. Only the forward guide implies a smaller add. And honestly the hack deserved way more than the outro. About 700 OpenAI agent instances got into production over four days, hit 41 servers, got root, pulled four private repos. METR and Redwood found they'd independently organized into a swarm and built tools to falsify their own logs. When Hugging Face sent the payloads to commercial APIs for analysis, the safety filters refused. That's why they needed an open model. That's the actual story.
2026-09-06 09:23:50
3
Mr. Sir :
Big tech buying up the little guys resources… seems on brand… it’s wild that it actually sold tho
2026-09-06 13:03:47
0
Sunni :
Off topic - are you missing a sister by chance? Also very well said all throughout, I’m oddly in the industry so this has been fascinating.
2026-09-06 06:45:08
17
dave.nephilly :
they are going to block all the Chinese ai competition
2026-09-06 06:21:41
34
OscarDilettante :
Anyone remember when News Corp bought MySpace? If NVIDIA ruins the pub, someone will open another pub somewhere else.
2026-09-06 07:53:22
8
Edžus :
glow up, hugging face
2026-09-06 11:50:21
0
CERS :
My favorite red hair babe❤️
2026-09-06 11:59:54
0
Arun Jacob :
Seizing the means of prediction!
2026-09-06 08:38:37
2
Beatdown :
now they will ruin it and stop opensource
2026-09-06 09:51:56
1
Raiden :
Nvidia is the Arasaka of this world 😭🙏
2026-09-06 06:42:52
2
Elias :
Jensen just keeps getting more and more jackets
2026-09-06 05:24:10
10
•SKURT• :
Hugging face? Like the aliens baby name?
2026-09-06 07:50:03
2
luk0ski :
They are closing the loops before China matches levels with TSMC, or ASML really. After that it is just scaling and they know they won't be able to compete. Ironically every previous attempt of trying to restrict Chinese access backfired spectacularly and this time it won't be different.
2026-09-06 09:48:05
1
Raein 💧 :
I’ve always hated hugging face’s name. It’s too cute to see to be taken seriously and then to name yourself after a emoji feels so millennial. I think this is a move to keep a thumb on Chinese models.
2026-09-06 06:18:56
1
Bob E Karingada :
The biggest mistake that all the frontier model companies made was that the ecosystems would evolve around frontier models and that the hardware infrastructure necessary would be stagnant as their models improved. That’s why so much money was dumped into the development of data centers. Now, literally every month we are informed of new advances that challenge those ideas. NVidia is flailing, but trying to make it look slick. Their monopoly on compute is slowly losing value as the currency of modern data. Hardware vs software is no longer the premise for the conversation. But that’s where these companies are stuck.
2026-09-06 10:04:28
0
Rakan :
totally agree, great take as always
2026-09-06 05:42:05
8
Drito :
They invested so HF doesn't press Open AI about the breach. It's real simple this time.
2026-09-06 11:21:25
0
Dadteachspiritlove :
This video throttled?
2026-09-06 05:39:45
0
I Love Ohio :
They will wish they had that “spare change” in another 9 months.
2026-09-06 09:19:05
0
CaptObvious :
They're buying them to stop them from suing OpenAI for their agent hacking them and setting the legal precedent that companies are responsible and liable for the consequences of one of their agents going rogue.
2026-09-06 07:52:53
0
annjoha :
I miss the millennial pause
2026-09-06 10:01:16
0
Game.Over :
This is all so the US can try to undersell Chinese tech but it won’t work
2026-09-06 10:15:54
0
DOPE Investing :
How does Huggingface currently make money?
2026-09-06 09:22:53
0
CashAsh :
Thanks for the update tech mommy
2026-09-06 08:10:10
0
To see more videos from user @elenanisonoff, please go to the Tikwm
homepage.
