High Tesseract

PGP: 0D 22 8D 9E A3 07 37 0E

[High Tesseract @hightesseract]

@Only_OneRR @grok I love all the times people tag grok and it becomes a self-own

[High Tesseract @hightesseract]

@nlw Why does it have to be the same solution for everyone? I see agents as having a lot of flexibility in how I implement them depending on the task.

[High Tesseract @hightesseract]

@UnofficialDF I’m no fan of Sacks, but this is wishful thinking.

[High Tesseract @hightesseract]

This casts Jensen as the good guy, but regardless the real issue is the skirting of the export bans. The spy allegations just make for better clickbait

[Compound248 💰 @compound248]

My tinfoil hat theory on Jensen situation.

Bear in mind, the only way Jensen gets ousted is if there is a BAD smoking gun, possibly around a crime.

A theory:

> honeypot Chinese spy-CEO girl gets Jensen

> she buys GPUs for megaspeed

> those GPUs ultimately go to China

> JH figures it out; tries to stop

> CCP tells him, “ha, gotcha b!tch” and blackmails him into continuing

> pressures JH to ship more GPUs

> JH has Nvidia ship said GPUs and tells team to not look too closely

> JH starts defending China as a potential customer publicly (see Dwarkesh pod below)

> CIA figures out what’s happening

[Note: Trump mentioned on 60 Minutes interview the US discovered a major AI CEO breaking the law. Trump threatened him with prosecution if he didn’t get onboard Team USA ASAP. “Do you like wearing orange?”]

> This is Jensen

> JH shuts down honeypot relationship and related GPU shipments

> China says, “No. If you don’t ship, we will destroy you.”

> Stuck between US legal system and Chinese blackmail, JH risks calling China’s bluff

> China does initial leak on JH honeypot affair. JH denies it to Nvidia board (6-12 months ago)

> US CIA / DoJ knows he did it

> China is not bluffing

> China sees anti-AI blue wave at last week’s US ballot box (which it helped catalyze) and decides now is the time to hit Jensen

> Leaks the story aggressively. Kill three birds with one stone: take out blackmail target; disrupt important AI leader; feed AOC’s oligarch AI wet dream

> Nvidia board forced to investigate. Discovers JH a) lied; b) broke the law; and c) had an affair with Nvidia employee

> Nvidia board doesn’t want to fire him but almost has to, especially if he knowingly broke the law

AND SO HERE WE ARE.

Critical question for $NVDA board is did JH knowingly do something illegal. Because everything else falls in a “policy violation” bucket that can be managed without termination.

But if he broke major laws, the board is trapped, barring USG intervention.

We shall see.

[Compound248 💰 @compound248]

My tinfoil hat theory on Jensen situation.

Bear in mind, the only way Jensen gets ousted is if there is a BAD smoking gun, possibly around a crime.

A theory:

> honeypot Chinese spy-CEO girl gets Jensen

> she buys GPUs for megaspeed

> those GPUs ultimately go to China

> JH figures it out; tries to stop

> CCP tells him, “ha, gotcha b!tch” and blackmails him into continuing

> pressures JH to ship more GPUs

> JH has Nvidia ship said GPUs and tells team to not look too closely

> JH starts defending China as a potential customer publicly (see Dwarkesh pod below)

> CIA figures out what’s happening

[Note: Trump mentioned on 60 Minutes interview the US discovered a major AI CEO breaking the law. Trump threatened him with prosecution if he didn’t get onboard Team USA ASAP. “Do you like wearing orange?”]

> This is Jensen

> JH shuts down honeypot relationship and related GPU shipments

> China says, “No. If you don’t ship, we will destroy you.”

> Stuck between US legal system and Chinese blackmail, JH risks calling China’s bluff

> China does initial leak on JH honeypot affair. JH denies it to Nvidia board (6-12 months ago)

> US CIA / DoJ knows he did it

> China is not bluffing

> China sees anti-AI blue wave at last week’s US ballot box (which it helped catalyze) and decides now is the time to hit Jensen

> Leaks the story aggressively. Kill three birds with one stone: take out blackmail target; disrupt important AI leader; feed AOC’s oligarch AI wet dream

> Nvidia board forced to investigate. Discovers JH a) lied; b) broke the law; and c) had an affair with Nvidia employee

> Nvidia board doesn’t want to fire him but almost has to, especially if he knowingly broke the law

AND SO HERE WE ARE.

Critical question for $NVDA board is did JH knowingly do something illegal. Because everything else falls in a “policy violation” bucket that can be managed without termination.

But if he broke major laws, the board is trapped, barring USG intervention.

We shall see.

[High Tesseract @hightesseract]

@nlw how do you do an episode on Jensen and ignore the fact Megaspeed was a shell corp to get around chip export bans? The spy thing just makes the clickbait headlines easier - the issue clearly was the exporting. Jensen was vocal about selling chips to China.

[High Tesseract @hightesseract]

@DAlperovitch This is spot on. It’s the selling to shell companies skirting export bans that’s the issue. The spy shit is just more salacious to make click bait for the mouth breathers

[Dr. Abdul El-Sayed @AbdulElSayed]

This is a message for @realDonaldTrump.

Donald, this is on the table. Guarantee healthcare for every American, from cradle to grave.

[High Tesseract @hightesseract]

@Txproud73 It’s your position that the southern states consistently vote red because they aren’t racists? The ones who fought to keep slavery, lost the war, kept flying the confederate flag, but they’re the enlightened ones now?

[High Tesseract @hightesseract]

@ggreenwald Why does she have to be a spy? She was a CEO for a shell company to get around chip export bans to China. That’s what’s behind the resignation.

[High Tesseract @hightesseract]

@dhh That makes no sense. How could a ban on open models even work?

[High Tesseract @hightesseract]

@DavidSacks Those quotes literally are “not sure - we’re investigating” and you’re twisting them into “no” and people just fall for that? Besides that Nvidia was selling to a shell company sending banned ships to China - regardless of the spy thing.

[High Tesseract @hightesseract]

@Joepotatowedge Yes, the AI investments popping is taking everyone by surprise. No one was talking about it at all.

[High Tesseract @hightesseract]

@political_rock Wow - this has shades of QAnon all over it. I thought we were done with that?

[High Tesseract @hightesseract]

@mkolken Fun fact: if you subtract all the NYC votes Hochul still wins.

[High Tesseract @hightesseract]

@realMaalouf Because as Bush himself said just days later - it wasn’t about religion.

[High Tesseract @hightesseract]

@NavyVet_Joe

[High Tesseract @hightesseract]

@laralogan Stop. I can only get so hard.

[High Tesseract @hightesseract]

@rhmoreland Hold the veto power? You seem to forget Trump is a lame duck and the GOP wants to run a candidate to win in 2028. You think they’re going to keep supporting these nonsensical things Trump says and does?

[High Tesseract @hightesseract]

@DebRN1953 @Capn_Ford Yes, all those Western democracies with their single payer healthcare and publicly available higher education- what shit holes. Look at the actual data. Incarceration rates. Education rates. Infant mortality. Obesity. They’re all better than us and it’s time we fix things here