Cats & Cosby with John Catsimatidis and Rita Cosby
Nov 13, 2026 · 9 min · 7 segments
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And you guys, of course, the big story, as we were talking about with Ari, is NVIDIA, and who better than the great agents? I gave you my opinion.
Now, those underreporting allowed Megaspeed to have off-the-books chips, which were almost certainly exported to China.
But the other place this is going, Rita, is the Commerce Department, because two things.
First of all, Commerce killed an investigation into NVIDIA's suspicious ties to Megaspeed.
And also, Commerce was approving licenses to obvious shell companies, and those chips probably went to China's military.
So I think Commerce Department is going to be under the spotlight for both criminal investigations and perhaps for others.
You know, Gordon, what does it tell you? I just saw that Jensen Wong about an hour ago agreed that he would testify before a committee in the next like week or two under the, you know, with the Republicans in control right now, but that he would go before Congress.
I don't think they'll discover very much because when you get to the things that really matter, Jensen Wong is going to take the fifth amendment in all probability.
Because there is criminal liability here, and he's certainly not going to want to talk about it.
But then he comes in for criticism for gross negligence for not knowing what was going on in his company.
And as we have seen over this last week, the facts as they come out point to more and more disturbing events.
And you guys, of course, the big story, as we were talking about with Ari, is NVIDIA, and who better than the great agents? I gave you my opinion.
Now, those underreporting allowed Megaspeed to have off-the-books chips, which were almost certainly exported to China.
But the other place this is going, Rita, is the Commerce Department, because two things.
First of all, Commerce killed an investigation into NVIDIA's suspicious ties to Megaspeed.
And also, Commerce was approving licenses to obvious shell companies, and those chips probably went to China's military.
So I think Commerce Department is going to be under the spotlight for both criminal investigations and perhaps for others.
You know, Gordon, what does it tell you? I just saw that Jensen Wong about an hour ago agreed that he would testify before a committee in the next like week or two under the, you know, with the Republicans in control right now, but that he would go before Congress.
I don't think they'll discover very much because when you get to the things that really matter, Jensen Wong is going to take the fifth amendment in all probability.
Because there is criminal liability here, and he's certainly not going to want to talk about it.
But then he comes in for criticism for gross negligence for not knowing what was going on in his company.
And as we have seen over this last week, the facts as they come out point to more and more disturbing events.
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