Morality is back. And the first casualty is Jensen.
This is the best op ever run. And the entire thing took a week.
Nvidia is the most important company today. Nothing comes close. Software needs hardware. Sure TSMC can print chips, but Nvidia designs them and it dominates compute.
OpenAI has Anthropic. But there’s no second Nvidia. China has been trying to copy them for a while but it’s not easy. Sure they’ll get there in 10 yrs but that’s too long and who knows where Nvidia is in 10yrs. So in all probability it’s not easy to catch up.
But Nvidia has a vulnerability: leather wearing founder unc who’s a tad careless
A non-controlling founder running the world’s most important company like a black box. One man holding the whole thing together.
So if you want to slow down Nvidia (and by implication all AI) you don’t attack Nvidia. You attack Jensen.
Remove him from the equation and the next CEO would spend 12 months just figuring out how the company works. Executives leave. Teams fracture. New people come in, potentially including your plants...opens up exciting data copying opportunities of all kinds.
You don’t need to destroy Nvidia. You just need to paralyze it for a year.
And who benefits ? Everyone except Nvidia. The anti-AI crowd. Anyone who wants to slow American AI dominance.
The playbook: Wait until the elections weaken Republican moral authority. Release just two articles. Muddy the waters.
All in a week. Why wasn’t it done earlier ? Because Trump. Affairs weren’t a big deal. Infact he would’ve been celebrated. But not now. See how quickly it changed ?
‘Oh, who could it be?!’
Forget Iran this is a bigger L
Infidelity in itself is a betrayal within a couple, a collapse of trust between two people. The number one person who has every moral right to give him hell for this is his wife. To divorce him and take half of his billions - now that would be fair. But when the board of directors suddenly plays the Holy Inquisition and the morality police… Oh, come on! Half of Silicon Valley has nowhere left to put another stain. Watching the pack instantly devour its own leader and creator at the very first opportunity… there is something jackal-like and ungrateful about it.
It seems more likely that he was pressured to resign by the board. Jensen Huang doesn’t strike me as someone who would willingly walk away, especially given his philosophy of enduring as much “pain” as possible.
Not saying he should be absolved of responsibility or shielded from corporate governance. I just think everything is moving too quickly, and not enough time has passed for such a consequential decision to be made with proper perspective.
An unbelievably poor decision. It would have been wiser to simply wait it out. Decisions of such consequence and scale should never be made at the height of emotion and media hysteria.
Everything passes. This too shall pass.
I recently left Flutterwave after six years. I had the opportunity to work alongside some of the most talented and creative people, who made the journey worthwhile.
It has truly been a ride.
A few work highlights from my journey:
Find your spark again. Get excited about life again. Pick up an old hobby again. Be playful again. Back yourself again. Make new plans again. There is still so much life to enjoy and so much happiness waiting to be found.