Mark Gresham

Making Air Vibrate
...composer, writer, publisher & entrepreneur, owner of Lux Nova Press & classical music journal EarRelevant.

[Mark Gresham @EarRelevant]

@DataRepublican "Lovers and madmen have such seething brains,
Such shaping fantasies, that apprehend
More than cool reason ever comprehends.
The lunatic, the lover and the poet
Are of imagination all compact."

—William Shakespeare, *A Midsummer Night’s Dream*, Act 5, Scene 1 (Theseus)

[Mark Gresham @EarRelevant]

@DataRepublican This is a brutal hit to Nvidia and to U.S. AI capacity, and the timing plus the speed of the board’s move makes the “coup” framing hard to dismiss outright. Personal scandals have been used before to sideline people who resist export controls or Washington/EU political consensus; when the target also happens to be the one who built the chips everyone else relies on, the strategic cost is real.

That said, great builders have repeatedly proven they are not the same as model citizens. Huang’s personal failures are his own and costly; they do not erase the fact that he turned a near-bankrupt graphics shop into the infrastructure layer of modern AI. Individuals and companies recover from worse. The relevant question is whether his technical judgment and relationships can still be applied somewhere the board and the political pressure cannot easily reach him.

If Elon has already said publicly that hiring him would be an honor, Terafab (or any vertically integrated chip effort tied to SpaceX/xAI scale) is the obvious place the market and the builders will look next. Control structures matter: Musk cannot be removed overnight the way Huang was. The same playbook that worked on Nvidia therefore has to shift to slower tools—regulators, contracts, media campaigns—which buys time for the actual engineering to continue.

The damage is done. The recovery path is the same one that has worked before: keep the talent and the capital pointed at building, not at defending against the next selective scandal.

[Mark Gresham @EarRelevant]

@teslaenergy By "roofline" do you only mean building structures or do you mean automobiles as well? How many kinds of objects can benefit (beyond aesthetics) from all black solar panels?

[Mark Gresham @EarRelevant]

**Final verse and chorus of “National Brotherhood Week”**

🎶 Oh, the Protestants hate the Catholics,
And the Catholics hate the Protestants,
And the Hindus hate the Moslems,
And everybody hates the Jews.

But during National Brotherhood Week,
National Brotherhood Week,
It’s National Everyone-smile-at-one-another-hood Week.
Be nice to people who
Are inferior to you.
It’s only for a week, so have no fear.
Be grateful that it doesn’t last all year! 🎶

~*Words and music by Tom Lehrer (1965). Released into the public domain by the author.*

[Mark Gresham @EarRelevant]

@BogusThought You're going to see some people in Congress trying to use lawfare to stop it simply because it's @elonmusk which is ridiculous but then Congress is ridiculous. 🤪

[Mark Gresham @EarRelevant]

@TaraBull Future head of TeraFab.

[Mark Gresham @EarRelevant]

@SenWarren Elizabeth Warren is like a Salem teenager who has run out of neighbors to denounce.

[Mark Gresham @EarRelevant]

@DataRepublican @mattvanswol That was my first impression. But one door closes, another opens. Watch Elon Musk hire him to run TeraFab.

[Mark Gresham @EarRelevant]

@cb_doge One door closes, another opens.

[Mark Gresham @EarRelevant]

@Sassafrass_84 Bluster at the most.

[Mark Gresham @EarRelevant]

@BogusThought @elonmusk One door closes, another opens.

[Mark Gresham @EarRelevant]

@BrianRoemmele "The lunatic, the lover, and the poet
Are of imagination all compact."

—William Shakespeare, "A Midsummer Night’s Dream," Act 5, Scene 1

Intense imagination can override ordinary judgment, for both visionary achievement and personal risk.

[Mark Gresham @EarRelevant]

@BrianRoemmele The end of an era, and beginning of another. Where one door closes, another opens.

[Mark Gresham @EarRelevant]

There's something very important for you to consider: Bill Kristol is the son of Irving Kristol. The acolytes of Irving Kristol or the shiny-shoe "Country Club" Republicans who believe "big government is perfectly fine as long as we control it." Bill Kristol is merely the continuation of this philosophy; the "make Republicans pay" in his mind are the small-government populists. But you can back that the Democrats will go after all Republicans, whether or not they are supporters of Trump--they'll just go after Trump supporters first, both politicians and corporate leaders. The Democrats had already purged themselves of their own conservative populist wing years ago; many of those became Republicans because the door was opened for the GOP to gather more votes, and the "Country Club establishment" thought they could control them and keep them in line. That didn't work, because the establishment "big government is fine" Republicans are a do-nothing failure as evidenced by the last two years of the US Senate. Take a wild guess which part of the Republican Party John Thune is. This is not going to end well for the establishment Republicans; nor is it going to endwell for establishment Democrats, as their socialist wing is already on the move to install their own leaders at the head of both houses of Congress. And that will be tragic for the entire nation. 20 years ago I might have listened to Bill Kristol, but no more. Like the rest of the "Country Club" Republicans, he needs to buy that new set of golf clubs before it's too late.

[Mark Gresham @EarRelevant]

This is the most likely scenario:

[Brivael Le Pogam @brivael]

Prediction. Screenshot this post, we'll talk again in five years.

They're going to pull it off. Jensen Huang is going to be pushed out of Nvidia.

And here's what happens next.

Elon hires Jensen and puts him in charge of Terafab.

He's already said it publicly: hiring him would be an honor. And Terafab is the project made for him. A chip factory Musk wants to be the largest ever built, one terawatt of compute per year, from design to packaging under one roof. Terafab's challenge is to do in a few years what the industry took decades to build. There's only one man on Earth who knows every layer of that stack.

They execute like absolute maniacs.

Musk brings speed, capital and appetite for risk. Jensen brings thirty years of mastery of the stack: architecture, software, customers, supply chain. Musk builds factories faster than anyone alive. Jensen knows exactly what to put inside them. It's the only duo in the world capable of compressing a decade into three years.

SpaceXAI merges with Tesla.

This isn't even science fiction anymore: independent committees are already studying the merger. Rockets, satellites, AI, robots, self-driving cars, energy, and now chips. One single entity, integrated from silicon to orbit.

The group climbs to $50 trillion.

Today, SpaceX and Tesla are worth around $3.4 trillion combined. $50 trillion sounds insane. But remember: ten years ago, Nvidia was worth a few tens of billions. When you own superintelligence, the robots that do the work and the rockets that go to space, you don't capture a market. You capture the economy.

Elon buys Nvidia.

Meanwhile, Nvidia without Jensen does what every company does after losing its founder: it manages. It protects its margins. It loses ground to its own customers' in-house chips. And one day, it becomes a target. For a $50 trillion group, buying Nvidia is just one acquisition among others.

Jensen becomes the chip boss again.

He takes over the semiconductor division of the new entity. Pushed out of his own company, he gets it back from above, inside the largest industrial group in history.

Sounds crazy? Steve Jobs did exactly that. Pushed out of Apple, he came back when Apple bought NeXT. You know the rest.

Nvidia's board thinks it's getting rid of a problem.

It's creating the biggest competitor in its history.

See you in five years.

[Mark Gresham @EarRelevant]

@brivael This is the most likely scenario.

[Mark Gresham @EarRelevant]

Far more likely that Kemp would not run because he doesn't want to subject his family to the tragic mess that is Washington (DC, not the state) much less live in the city itself. Not likely even run for Senator for the same reasons. I mean really, I wouldn't want to if I were him. Too many opportunities and a more relaxed family life just being an ex-governor with a high approval rating.

[Mark Gresham @EarRelevant]

@ThierryBreton Shrink the welfare state and support meritocracy. Those would help.

[Mark Gresham @EarRelevant]

@ChrisWhite_1972 @GOP @Jim_Jordan @johnthune Especially money. The Republican suits need to buy their new sets of golf clubs now before it's too late.

[Mark Gresham @EarRelevant]

What you are saying is a necessary if narrow critical path, in order to stay within the constitutional process and win. It's going to require a system, strategy, and real world tactics to bring it into being; goals inform that and set the targets, but goals alone do not lay out the means of getting there. And that's what we need. Hence, a very realistic and pragmatic "critical path" must be constructed. Do that, and there's very real hope.