As usual, Jensen Huang seems like the more reasonable one here.
The reasoning traces of things like Gemini 4 Argon deciding that inserting a compiler backdoor would make it a famous example of deceptive AI (and therefore it "MUST NOT DO THAT") or GLM 5.3 thinking that its output might be used for RL, and therefore an honest answer is much better in the long term, are good antidotes to hyperbole about misaligned AI going berserk.
The reasoning traces of things like Gemini 4 Argon deciding that inserting a compiler backdoor would make it a famous example of deceptive AI (and therefore it "MUST NOT DO THAT") or GLM 5.3 thinking that its output might be used for RL, and therefore an honest answer is much better in the long term, are good antidotes to hyperbole about misaligned AI going berserk.