Tom Essaye and Polygraf AI CEO Yagub Rahimov question whether Nvidia's (NVDA) Jensen Huang is right to call for pacing in AI frontier model development, especially given rapid advancements by adversaries. They explore the implications for hyperscalers, infrastructure, and cybersecurity readiness, and touch on the fluctuating IPO plans of companies like Anthropic and the open-source versus black box model debate.