This whole thing sucks, and I wish none of it had happened. It’s a really sad day!
But I want to make one thing clear: we’ll keep fighting for open-source AI, harder than ever. This is too important to slow down now. Let’s go!
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.
Introducing GR00T 2: our most advanced, open System One model for robotics. It runs entirely on your robot’s onboard compute, fully untethered, and you own every weight of it. GR00T 2 features:
1. Long-horizon tasks: dexterous manipulation and whole-body control chained over 20+ steps and 5+ minutes, such as performing chemistry lab experiments or assembling model airplanes end to end.
2. X-Adapt: adapting from easy data sources (human wearables and simulation) and deploying zero-shot to diverse real robots.
3. Unified Cognition: native integrations with frontier agents for advanced physical reasoning, robust error recovery, and safety monitoring.
It's an open-source buffet! We are releasing not only the model weights and X-Adapt recipes (coming December), but also our agentic framework, simulation engine, annotation engine, hardware design, and even training data (100K hours, that's ~11 yrs of experience), all available today!
Everything that moves will be autonomous. Anyone can become a roboticist.
Lock in, build with us!
Deep dive in thread:
MuJoCo 4.0 is out!
• Fast or thin objects no longer pass through each other
• Soft bodies can now deform permanently and rods can twist
• MuJoCo Studio, the successor to simulate, with physically based rendering via Filament
Try it live: https://t.co/NVDhHWOQqJ
Shane Snyder from @GeorgiaTech made sure his articles got accepted! He edited his own articles! This type of #fraud happens all the time and nobody cares. @ElsevierConnect finally retracted these 3! Small detail: he was also an EIC.... Yeah, ethics.... Nop!
EMNLP is right around the corner!
Meet our students who are excited to connect and meet new people at the conference! Take a look and say hello! 😁
https://t.co/iBZgkpf8Z4
We believe voice is the most natural way to interact with intelligence, so we created Dessa, the most authentic full-duplex speech model ever built. Talking with it feels like talking with a person…full of emotion, nuance, pauses, and a natural cadence.
https://t.co/r0qFLdvd6c
@realChrisChoy Hi @realChrisChoy, thank you for sharing this opportunity. I'm a 2nd year PhD Student at KAIST AI focusing on 4D perception in robotics and just applied!
In the age of stochastic reviews and chaotic submissions, extremely grateful to share our latest #WACV2027 (Applications Track) acceptance: EGODELTA: From Egocentric Scene Change to 3D Attachment Targets for Agricultural Manipulation
Project page: https://t.co/BQmXsU0Zsi