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.
My guess is Huang is a serial cheater. The dude wasn’t looking to be a CCP asset. He just wanted some ass. Characterizing that as a national security threat and a liability is retarded.
San Francisco: If you look at this and cannot empathize with the people who will be harmed by the addition of this monstrosity...
you're an f'ing sociopath!
EXCLUSIVE: We spent weeks in Napa Valley investigating Gavin Newsom's wine empire. According to a whistleblower, the operation is built on undocumented migrant labor, in violation of the law.
Illegal aliens pick the grapes—and Newsom sells the wine for up to $7,000 a bottle.
I took this photograph 20 years ago, in November 2006. A Yellow Cab outside the Virgin Megastore in San Francisco, red neon on the wet street.
People bought CDs here.
Virgin closed in 2009. Forever 21, gone in 2019. A candy pop-up.
Then empty.
Nordstrom Rack is due next fall.
A few hours ago, I wrote: "They're going to pull it off. Jensen Huang is going to be pushed out of Nvidia."
It's done.
Officially, Jensen Huang resigned. In reality, the board was getting ready to throw him out. Effective immediately. He's also leaving the board. The CFO is stepping in as interim CEO. The board is even considering bringing in an outside CEO.
Thirty-three years. A company born in a Denny's, saved from bankruptcy more than once, turned into the most important company of the AI era. Wiped away in a week.
Whatever you think of his private life, look at the mechanics.
A scandal breaks. Pressure builds in Washington. Columnists demand his head. The board, which never prepared a successor, panics. The founder is out. And the man who fought the restrictions, who defended open models, who stood up to Washington, is gone.
The playbook worked. And when a playbook works, it gets used again.
The next target is Elon.
Why him? Because he's now the last builder of that scale who holds the entire chain. Rockets, satellites, energy, robots, AI, and soon chips with Terafab. He's the only one who can build both the superintelligence and the rocket that carries it into space. And he just said publicly that hiring Jensen would be an honor.
For those who want to slow everything down, there's no bigger target.
But they have a problem. You don't fire Elon Musk the way you fire Jensen Huang. He holds voting control at SpaceX. No board can throw him out overnight.
So they'll come at him another way. Regulators. Courts. Investigative committees. Government contracts. Media campaigns. Every weakness will be exploited, every mistake amplified, every procedure dragged out. They don't need to fire him. They just need to wear him down, slow him down, make every project ten times more expensive.
Open your eyes, because this is going to move very fast.
What we're living through right now isn't news. It's History.
In twenty years, this week will be taught in schools. The day America, in the middle of the race to superintelligence against China, took the man who made the chips for the entire planet out of the race. And people will ask what happened next.
The answer depends on what happens to Elon. And on what Jensen decides to do with the rest of his life.
I'm standing by my prediction.
We are living through History with a capital H.
This is a devastating development.
I'm angry at Jensen Huang for his lack of discernment in women.
But I'm even more angry at what this implies for the future of AI. This is a coup.
Ladies and gentlemen let’s wish @war24182236 a safe and prolific trip as he heads to MAR A LAGO for the citizens journalist gala. Ok ok ok. Thank you JJ for telling the truth. I bet @sf_mills is foaming at the mouth like a rabid dog.
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