AI won’t be a great equalizer. The best models, and the budget to run them at scale, will go to those who already have capital, while the rest of us settle for cheaper, weaker versions. Waiting on Universal Basic Income, Universal High Income, or an era of abundance is a gamble. Build your wealth now. Philosophy can wait until you’ve earned the freedom to pursue it.
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.
Jensen Huang and the Nvidia board just made a massive mistake.
He should not have resigned.
The board should have taken the time to conduct a thorough investigation, consult with shareholders, and carefully evaluate the long-term implications of this decision.
There is no clear replacement for Jensen Huang, and we believe his departure will ultimately be a net negative for Nvidia, $NVDA, and its shareholders.
This will go down as the most costly mistake of the AI Revolution.
@aravind Jensen did not deserve this, nor did nvidia. All I learnt from this is that the world doesn't deserve and value people like Jensen, they deserve and value people like Greta thunberg. Truly heartbreaking.
@JensenHuang I grew up gaming on what you built, and now I get to watch AI change the world on it too. Thank you for all of it. Wishing you the very best. ❤️
@HumanityEclipse Sure, demand both. Just don't depend on collective claims or reforms to save you. They may come, they may not, and they may or may not arrive in your lifetime. Build your wealth now. If the reforms come, great. If they don't, you're already covered.
AI won’t be a great equalizer. The best models, and the budget to run them at scale, will go to those who already have capital, while the rest of us settle for cheaper, weaker versions. Waiting on Universal Basic Income, Universal High Income, or an era of abundance is a gamble. Build your wealth now. Philosophy can wait until you’ve earned the freedom to pursue it.
@hornithinee Countries competing with and undermining each other's economies isn't some wild theory, it's how geopolitics works. Asking why India might be a target isn't scary. Refusing to even consider it is.
AI won’t be a great equalizer. The best models, and the budget to run them at scale, will go to those who already have capital, while the rest of us settle for cheaper, weaker versions. Waiting on Universal Basic Income, Universal High Income, or an era of abundance is a gamble. Build your wealth now. Philosophy can wait until you’ve earned the freedom to pursue it.