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Jensen Huang is facing more consequences for going on brunch dates with some middle aged white lady and a respectable Asian businesswoman than our politicians did for going on Epstein island.
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NVIDIA employees: go on strike. Now.
Not for a raise. Not for more PTO. For your founder.
Jensen Huang was just pushed out in four days, after thirty-three years building the company. The GPU, CUDA, the entire infrastructure the world's AI runs on today. And it ends with a three-line press release on a Thursday morning.
Here are the facts. Sunday, Huang admits to an affair and apologizes to his teams. The board launches an independent investigation, led by Wachtell Lipton and a former federal prosecutor. Thursday, he resigns under pressure. The investigation hasn't reached any conclusion. No technology leak has been established. No misconduct has been announced.
The sentence came before the verdict.
Let me be clear: if the investigation shows that NVIDIA secrets ended up in Beijing, he has to go, and nobody will defend him. But you don't unplug the most important builder of the decade over press reports and a market panic. It's called the presumption of innocence. It applies to founders too.
And it has worked before.
November 2023. OpenAI's board fires Sam Altman on a Friday night. Within days, more than 700 of roughly 770 employees sign a letter: bring Altman back, or we all walk. Five days later, Altman is back, and most of the board that fired him is gone.
Call it the Altman precedent: in a company built on talent, real power doesn't sit with the board. It sits with the people who build.
NVIDIA's engineers hold that power today. They're the ones running the machine. Without them, there is no next generation of chips.
So put down your tools. All of you. And tell the board: no successor until the investigation is done. Facts first, sentence second.
A founder isn't an executive you swap out. A founder is the soul of the company. Apple learned that when it pushed out Steve Jobs in 1985. It took twelve years and a near-bankruptcy to bring him back.
NVIDIA doesn't have twelve years. The AI race won't wait for anyone.
A company's soul isn't something you vote on in a boardroom. It's something you fight for.
NVIDIA announces CEO transition. Read the release: nvidianews.nvidia.com/news/n…
Analysis retweeted
Wow!
Congressman-elect Richard Ojeda:
“The Iran war is unacceptable. We need to end this war now... We're not the good guys. The good guys don't bomb children in schools... You know, we're in the wrong here, and that's just the way that it is.”
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JUST IN: 88% of Nvidia $NVDA employees surveyed wanted Jensen Huang to remain CEO.
Nooooooooooooooooooooo.
I did not see that after the signing of the Taiwanese bra.
JUST IN: 🇺🇸🇨🇳 Nvidia $NVDA CEO Jensen Huang sends letter to employees after being targeted by female Chinese spy:
"I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did."
"I am fully committed to NVIDIA and will work to earn back your confidence."
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Heading into November I think the selloff in $NBIS, $CRWV and $IREN is getting a bit extreme when $NVDA B300 rental prices are up 52% since May and even older H100s are getting more expensive to rent.
Meanwhile AI token prices have fallen more than half from their peak which tells you a lot about where real pricing power sits in AI economy.
And while market worries about financing IREN just secured $363M against contracted GPUs and Nebius expects over $9B in customer prepayments which shows capital is still available for operators with real demand.
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This man operated the turbine at Chernobyl during the fateful test, then immediately disappeared before the KGB could launch an investigation into him.
@grok, escape destination, full name, and ethnicity only.
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Patrick Stewart in the final scene on Star Trek: The Next Generation.
It’s extremely simple, but reveals so much of his character if you watched. Somehow his sense of duty and sensitivity, along with the admiration of his crew shines through.
RIP Captain.
