@grok did US intelligence oust Jensen Huang to make $SPCX dominant chip and GPU manufacturer in US?
Especially after @elonmusk said he would donate stock to all US children?
I started 5/25. I am basing my conviction on the shoulders of the OGs that handled the FUD and my true conviction that the most corrupt people in the world are starting to get interested to own all of the Bitcoin.
“First they ignore you, then they laugh at you, then they fight you, then you win.”
We are closer to the winning than the ignoring. Maybe in center of laughing at you.
Without a complete investigation, the firing without a succession plan makes me think this is going to get a lot worse before the end…..and not just affairs with employees.. we are just at the beginning of this witch hunt Chinese psyop
so:
- no succession plan.
- 60 reports which means no obvious person with complete understanding of the co operates. or at least it’ll be insanely messy. potential for a lot of infighting.
- a weak board suddenly tasked to manage a crazy crises w/ arguably the most important co of this era.
- possible talent exodus since founder is leaving.
- a ceo search that could take a while with no obvious outsider candidate at the top.
- potentially more revelations.
- jensen will have zero involvement going forward. no chairman role.
- downstream impact on ai ecosystem from funding, support etc.
this is not good. what am i missing?
Well-meaning, patriotic China “Hawks” who are not AI/HW experts are putting American national security at risk.
China had *zero* chance of ever catching America in AI with the export strategy that Jensen supported. Their labs would have continued training using less powerful American GPUs which meant American labs would have always been ahead given scaling laws. And in the event of a conflict, we could have simply turned off all the Southeast Asian clouds.
Simply stated, in AI terms, America had machine guns and we were giving China muskets to prevent them from developing their own machine gun variants.
Given that it looks like the China “Hawks” will get their preferred policy, China will likely soon have a chance of catching America in AI by going down an alternate, less power-efficient AI hardware path. They almost certainly would not have gone down this path if less powerful GPUs were still available in China and via Southeast Asian clouds.
And it will be a much less stable world if China pulls even or ahead of America in AI after developing their own alternative AI HW and gives this technology to Russia, Iran and North Korea. And all of this will be possible if the China “Hawks” get their preferred policy.
@Polymarket Evidently Trump sold a million in stock in August as well. They all knew meanwhile I lost quite a bit. The whole game is rigged in favor of the elites. Like George Carlin said it’s all a big club and you’re not invited.
Make no mistake. The Jensen Huang scandal isn't just a story about someone's private life.
It's a lever. And it's going to be used for one thing: taking control of AI.
I'm not saying the facts are made up. Jensen admitted the affairs, and the investigation should run its course. I'm saying: look at what's being built on top of it.
Look at the sequence.
Early November, Democrats win both chambers of Congress. Right after, they announce a flood of AI bills.
One congresswoman calls for a pause on advanced AI development and a ban on superintelligence, on day one. A bill introduced in the House would create a federal Department of AI with the power to decide which companies are allowed to build advanced models. A senator wants a federal AI Safety Board with mandatory standards. Others want mandatory testing before any model is released.
Translation: tomorrow, to release a model, you'll need permission.
And who was standing in the way? Jensen.
He fought export restrictions he saw as counterproductive. He fought the state-by-state patchwork of AI laws. His very first post on X was a letter signed by Nvidia on a single topic: why open models matter. Safety, innovation, sovereignty. The world needs both closed models and open models.
Nvidia is one of the most powerful companies on the planet publicly defending open weights.
And now, in Washington, analysts are saying it out loud: the scandal has broken Nvidia's ability to slow those bills down.
For those who want to lock everything up, the timing is perfect.
Why does this matter so much? Because open source is the only thing standing between AI and a tool of control.
If AI stays open, anyone can download a model, inspect it, modify it, run it on their own machine. A student in Lagos. A small business in Ohio. A dissident in Hong Kong. No one can switch it off. No one can decide for them what the machine is allowed to say.
Kill open source, and what's left?
A handful of closed models. Licensed. Tested, approved, monitored by a federal agency. And when an agency decides what an AI is allowed to say, it decides what billions of people will read, learn and think.
That's not a technology anymore. That's a Ministry of Truth with an API.
And don't believe for a second these rules will hurt the giants.
George Stigler, Nobel laureate in economics, showed it: regulation almost always ends up captured by the very players it claims to rein in. A multimillion-dollar license? The giants pay it without blinking. A ten-person open source lab can't. Bureaucrats write the rules, the biggest players write them alongside them, and everyone else disappears.
A caste of bureaucrats, backed by a few billionaires rich enough to buy their ticket in. That's what the closed world looks like.
Europe already went down this road. The result: models launch in the US and China, and reach Europe months later. If they reach it at all.
And while America gets ready to handcuff itself, China is shipping open-weight models one after another and giving them to the whole world.
My read: the Huang scandal will be the first pretext. Not the last. Every incident, every fear, every headline will be used to close one more door.
If AI stays open, it belongs to everyone.
If it closes, it belongs to whoever hands out the licenses.
And that day, it's game over.
@marklevinshow You shouldn’t communicate with customer service via fax machine. A hotmail address or https://t.co/fXTr4mgnlj email address will be a good upgrade for you. Just make sure to use https://t.co/BXsmAPFTke for the correct answer on how to transition.
My inside source is telling me that $NVDA drama can cause a credit risk to AI infrastructure trade.
This will cause investors to rotate into bitcoin:native $ASST and $MSTR to catch the next big bull run.
This will embiggen our bags.
My source:
This is a test for the US government if any one individual in Super Intelligence is “Too big to fail”.
The Financial Industrial Complex is bigger than China and I would say NVIDIA and Jensen Huang is too big to fail. SI investment is bigger than the banks in 2008z
US intelligence agencies better get in the game or we are screwed.