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.

[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

[J @JayTC53]

The one country that gains the most by Jensen Huang stepping down from NVIDIA is China.

That is why Huang must stay.

[Sean @sean_from_earth]

these are the policies of sociopathic control freaks

[Lee Penkman @LeeLeepenkman]

They are incredibly short sighted if they fire Jensen.

Man has done more for science than any other on this earth

[Lihong | Freeport @Lihong062]

If Jensen had the same control over NVIDIA that Zuckerberg or Musk have over their companies, would the stock really be down ~20% in a week over his personal life?

Zuck has no infidelity scandals, while Elon is doing his best to repopulate the planet.

The fact that removing Jensen would likely send NVDA significantly lower tells you something about the economically rational decision here.

Shareholders own NVIDIA, not the board. They care about the value of their investment, not the directors’ personal sense of propriety.

The board’s job is to protect shareholder interests, not enforce its own moral preferences.

If firing Jensen destroys more value than keeping him, the correct choice should be obvious.

[Khalifa @saleskhalifa]

The Jensen stuff does look like a hit job

Both stories were sat on for months

The Chinese spy story wasn’t enough to get him fired or put serious pressure on ousting him

So they had to drop the next one

Fucking an employee / subordinate will definitely do that

I really couldn’t give a fuck what he does in his private life

But it’s not a good look for a CEO of his caliber to be gallivanting with an employee at a company conference

Even though this stuff happens at every single company conference in the world

I just think the world will be less good with Jensen not in control of Nvidia

Companies are just vastly different when they aren’t founder lead

Board ends up running the company

The new CEO has to bend the knee because they don’t have the credibility of the founder

Tough

[Chandra Duggirala M.D @csentropy]

What Jensen did is inexcusable. Please sell all your DGX's on facebook marketplace. Tank their price. I will help take them off your hands.

[Lee Penkman @LeeLeepenkman]

"muh Jensen did something bad, should be fired"

Y'all have never held a 3090 in your warm embrace and felt the loving grace of the acceleration of science and it shows.

Totally not in the same planet as the real one we live on.

These are the same types of people that made Alan turing kill himself

[SandemanStocks @Sandeman52]

Let’s be honest, if the Chinese affair shows Jensen didn’t do anything nefarious, he should remain CEO.

He’s too important to AI and the United States to be canned over some HR issue.

Go clutch your pearls somewhere else.

[Matt Corallo 🟠 @TheBlueMatt]

And so falls the only major AI executive who supported open source and the democratization of AI.

[Boring_Business @BoringBiz_]

This is a Jack Ma style clampdown on Jensen. He definitely pissed off the wrong person, maybe because of the same beliefs he articulated during his Dwarkesh podcast

Interesting timing too with the midterms and right around the Anthropic IPO. Absolutely no way all of this comes out at this exact moment with no ulterior motives in mind from a third party

[Chandra Duggirala M.D @csentropy]

@BTCBreadMan you have no fucking idea BTCtard

[Chandra Duggirala M.D @csentropy]

Nvidia fell as much as 10% after hours on a WSJ report that its board is preparing to remove Jensen Huang.

The market is pricing Jensen as the moat. The board would be retarded to kill the company, but almost all boards are.

Jensen's argument that to grow the CUDA moat, you have to have chinese developers developing on it is as real as it gets.

Go to huggingface and see how many innovative AI papers come from people from china.

[dionizije @dionizije_fa]

There is a cruelty in living so close to a golden age, which you can almost feel. To see what mankind could become, and then watch it be held hostage by those too small to imagine it.

[Dillon Valdez @Dillon_Valdez]

This is 100% a coordinated psyop. The Wall Street Journal and the Wall economist, really?

[Chandra Duggirala M.D @csentropy]

@KalkinTrivedi I was being sarcastic. Most boards are filled with eunuchs

[Chandra Duggirala M.D @csentropy]

Guys, hire a Mckinsey equivalent to find the most eunuch CEO possible.

[Andrew Curran @AndrewCurran_]

Bloomberg is reporting that NVIDIA is working with an outside firm to find CEO candidates to replace Jensen Huang.

[high warlord cavius i ∿ @cavemanloverboy]

this is probably one of the greatest fumbles in the history of the world

fall of rome, alexandria, constantinople, baghdad, napoleon. pales in comparison.

this man was in a sense seeding, overseeing, and accelerating humanity into the post-scarcity future and across the milky way galaxy

generational fumble does not capture the magnitude of this fumble. we need a new word for this.

this is the first ever civilizational fumble: the fumbling of a one-in-a-civilization opportunity.

[Da7em @Da7_Tech]

What's happening to Jensen isn't normal. It looks deliberate.

He led the biggest push for open source ever. That doesn't sit well with people who want all the power in their hands.

If Jensen falls they get Nvidia. And whoever gets Nvidia gets compute.

[Chandra Duggirala M.D @csentropy]

Blame the board if they fire Jensen

https://t.co/aSJbfYixAy

[The Kobeissi Letter @KobeissiLetter]

US pension funds are heavily concentrated in technology stocks:

The technology sector accounts for 44% of total US pension fund equity allocation, according to a Bloomberg analysis of more than 70 pension funds.

This percentage has more than doubled since 2015.

Pension fund equity allocation to technology is now larger than that of the next 3 sectors combined.

By comparison, Financials represent 16%, followed by Healthcare at 12%, Industrials at 11%, and Consumer stocks at 10%.

To put this into perspective, the Consumer sector was these funds' largest allocation in 2014, at ~20%.

US pension funds are more exposed to technology stocks than ever.