Chandra Duggirala M.D

Renaissance Man (inshallah) Doc Holliday Stan

[Chandra Duggirala M.D @csentropy]

MD in Silicon Valley.

I am a student of Technology and Human Nature.

Follow me if you want my views on the evolution of the post AI Economy, Compute, Markets, Medicine, Security, and how they impact your life and career.

[Gavan Woolery @gavanw]

Jensen Huang rescued me from probably living in debt the rest of my life. I was told I was one of just three hires that he approved during the pandemic, during a hiring freeze. I've never spoken to him, and only passed by him in HQ once. His personal life is frankly none of my business. But as a leader, I have yet to meet a better one. Ousting him is financial suicide, and I can only assume there is a hidden ulterior motive because I can't fathom any other reason for destroying the company's value.

[Muhammad Zuhair @mzuhair123]

NVIDIA CEO getting fired would put the company’s supply chain network at jeopardy I think.

Jensen’s procurement strategies are world-class due to his relations with TSMC, SK memory suppliers, and Taiwanese ODMs.

There’s too much at stake, and I don’t think a new name at the office can take all of this quickly.

[Avichal Garg - Electric ϟ Capital @avichal]

If @nvidia fires @JensenHuang, I’m selling all of my $NVDA and putting 100% of my liquid net worth into whichever company hires him next.

[Leo Adberg @LeoAdberg]

Time for a serious tweet:
- Removing Jensen as CEO is literally the biggest footgun imaginable for the future of the United States
- I think people underestimate both how far Nvidia is ahead of its competition and how critical Jensen is to smooth operation of the company
- I agree with the principle that selling some GPUs to China is also necessary to keep them from gaining the AI lead (thus destroying Taiwan, any hope of the US defeating them in a war, etc...)
- I don't think the facts(?) that Alice Huang was a honeypot and that they were sleeping together have any bearing on the number of GPUs making it into Chinese hands, these transactions would've occurred regardless
- I think it's unlikely that any useful info was leaked via this relationship
- The people who want Jensen fired are the same people who want an AI pause, and that is their primary motive

I'd be happy to be proven wrong by any of these being false! But as-is we're in quite a depressing timeline

[Mario Hachemer @MarioHachemer]

Don't make the mistake of thinking this is about his infidelity. These articles will not stop until he agrees to follow Anthropic's proposal to block inference for unsigned and registered open-models in the firmware of modern GPUs.

This is a pretty transparent concerted effort at centralizing control over compute ressources and the ability to execute ever more powerful local models. Jensen is the tip of the spear pushing back at this (in part for his own economic reasons).

I'm team Jensen, his affairs are none of my business, not even the alleged support of circumvention of export controls are my business, his position on open-weight models is.

[The Kobeissi Letter @KobeissiLetter]

Our message to Nvidia's board:

Do not fire Jensen Huang.

There is no clear replacement for Jensen Huang. We are confident that his departure would ultimately be a net negative for Nvidia, its shareholders, and the AI Revolution.

First, take a look at the data. History also suggests that removing a successful CEO will come with a significant cost.

A study of 187 forced CEO departures from S&P 1500 companies found that removing outperforming CEOs resulted in negative long-term stock returns. This case would be no different, in our view.

Jensen Huang is the definition of an outperforming CEO. Nvidia's board must not make a decision in the heat of the moment.

The board should take the time to conduct a thorough investigation and consult with shareholders, with a strong emphasis on the latter.

Quite literally, Nvidia's board should convene a special shareholder meeting and hold an advisory vote on this decision. This is the most consequential CEO controversy in world history. Shareholders deserve a say.

In addition, Nvidia's stock, $NVDA, is now down -35% in 26 trading days, nearly half of which is a result of the recent scandal.

We believe Jensen Huang's potential removal as CEO is now ~80% priced in.

Why take an action with massive downside potential when the market has already priced in much of that risk?

The downside of retaining Huang may be limited, while the potential upside is tremendous.

Lastly, history shows that retaining Jensen Huang could still lead to a favorable outcome. In 2019, Amazon retained Jeff Bezos as CEO after his extramarital affair became public, and the company's stock subsequently surged +108% by 2021.

Personal misconduct should not be ignored, but it must also be distinguished from corporate wrongdoing and weighed against the consequences of removing an executive who is instrumental to the company's success.

We believe Jensen Huang is an irreplaceable part of Nvidia and the AI Revolution more broadly.

Once the dust settles, firing Jensen Huang would prove to be a costly mistake.

It is time to pause and consult your shareholders.

[Chandra Duggirala M.D @csentropy]

Ant and Oai.

End of story

[Jeff Park @dgt10011]

There is really only question to get to the bottom of this—

Who has the most to gain from Jensen Huang’s exit?

[Beff (e/acc) @beffjezos]

It's insanely ironic that the AI Doomers, who have as their queen Aella, central node of the MIRI megapolycular complex, cancelled Jensen for being polyamorous

[Hamid @hamids]

$NVDA: Why would Nvidia's board, who literally just hired an outside firm to start an investigation YESTERDAY, already be preparing to oust Jensen?

If this story is wrong, it wouldn't be the first time WSJ got something major this wrong! Also, why is Nvidia board silent suddenly, after putting out 2 notes in the past 2 days.

[Zanthous ✾ Zankai @ZanthousDev]

@TimSweeneyEpic

[Tim Sweeney @TimSweeneyEpic]

Save Jensen.

This would be an Apple firing Steve Jobs level of idiocy from NVIDIA’s board if they did that, and a grievous harm to the United States of America.

The dude truly is the visionary driver of the future of tech from the gaming GPU era to CUDA to AI supercomputers.

[Chandra Duggirala M.D @csentropy]

@JamieHalse It makes it the most valuable company on the planet. are you fucking innumerate?

[Chandra Duggirala M.D @csentropy]

Policies should serve the interests of the shareholders. Not HR departments or the boards.

[Jamie Halse (Senjin Capital) 🇳🇿🇦🇺🇯🇵 @JamieHalse]

With the second affair (if true) it seems to breach clear company policies. That’s the issue.

Company Policy and Code of Conduct

• Conflict of Interest Rules: Under Nvidia’s Code of Conduct, employees are explicitly instructed to "avoid situations where our actions create conflict," which includes personal and romantic relationships that create power imbalances or conflicts of interest.
• Supervisory Restrictions: Like many major corporations, Nvidia’s governance guidelines discourage managers and executives from entering into romantic relationships with subordinates who report to them directly or indirectly.

[Will Kane @Kane_1200]

@LT3000Lyall Heroes of the past from Babe Ruth to Henry Ford to Thomas Edison all had flaws and in today’s environment all would’ve been forced out, and society would be worse off for it.

[Lyall Taylor @LT3000Lyall]

Headlines this morning that the Nvidia board is considering sacking Jensen Huang is yet another depressing example of the oft inability of liberal Western leadership to make balanced and unemotional decisions with due regard to appropriate priorities. It’s, frankly, immature.

On the one hand with Jenson, we have one of the most effective tech leaders the world has ever seen, who has single-handedly built Nvidia from nothing into the world’s most valuable company. A man of extraordinary vision, intelligence, diligence and resilience, he has presided over breathtaking innovation and helped usher in the AI era. His leadership is critical not just to the future of Nvidia but arguably also to that of the human race.

On the other hand, he had a consensual affair or two which he should not have done.

On what reasonable basis can one argue the scales tilt in favour of his removal?

Jenson is a one-in-a-billion talent. The world is not brimming with viable replacements. Are we really prepared to throw away such an extraordinary talent on a whim, or not give him one free pass on an indiscretion given all that he has done both for Nvidia and indeed the world?

I think it is, frankly, a disgrace that his ouster is even under discussion, given all that he has contributed. I am utterly contemptuous of the board for even entertaining the notion. They appear to be prioritizing what they see as important "optics" over what is right and just for the company, Huang, and indeed the world.

I can only hope cooler and more rational (and just) heads prevail – his departure will be a tremendous loss for the world (or at least the west – I’m sure Huang would easily find ready employment in China, since unlike the West, they will not be foolish, irrational, and self-destructive enough to waste such a rare talent).

[Chandra Duggirala M.D @csentropy]

Jensen's revenge should be to put up a 10 million GPU cluster to build the final frontier model and open source it.

Fuck anthropic and openai. We know who was behind this op.

[Chris 🇨🇦 @llm_wizard]

It's never been more important for Open Source AI to win.

[Gavin Baker @GavinSBaker]

https://t.co/UmlsVTtOLa

[Blackfrost_SI @Blackfrost_AI]

The worst is upon us, this is the second to last chess move before checkmate.

Corp CEO drama turns political "SPY"
Government moves in especially on nvidia and whats may have been compromised and guess what, HUGGINGFACE mixed with the OpenAI "incident"

people wake up they did the same thing with facebook/META when the "russians" interfered with the election. It's all about YOUR DATA and any time there's a large concentration of data being collected by a company, congress seems to always want to sit them down in a chair over some scandal.

Regulation begins
Checkmate!

BACK UP YOUR MODELS MY PEOPLE

[Nek @Enscion25]

It’s all about that regulatory capture
Jensen did what he did, but this is way too coordinated to be just that