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New newsletter: THE JENSEN HUANG FAQ: WINNERS, LOSERS, WORST CASE SCENARIOS
My basic summary for people who aren't deep AI nerds: Itโs sketchy for chief executives to have affairs with their major clients; sketchier still for them to have affairs with clients whose business is suspected of violating federal law; even sketchier for that paramour to also be a suspected secret agent of a foreign government; maximally sketchy if that foreign government is Americaโs top geopolitical adversary; and beyond all reckoning of sketchiness if the US government knew of these allegations and revelations and did approximately f*ck-all about it for months.
The biggest losers:
- Nvidia, obviously: Huang was the founder, rockstar mascot, and chief spokesperson, with 60 direct reports and no succession plan. The plane is entering turbulent air and the pilot just got thrown out the back window.
- "Just sell to China, it's cool" loses its top spokesperson
- Open-weight models lose a top advocate
- Neoclouds and other less-capitalized AI players lose their bank, as Nvidia's circular financing likely pulls back with collapsing stock price
The biggest winners
- China hawksโie, those who want to restrict chip sales to Chinaโsince their policy case gets a heavy serving of righteousness
- Alternative chipmakers, including AMD, Google, Amazon, and smaller chipmakers, who might find more buyers in a world where Nvidia innovation slows down and the company loses its best salesperson.
- Hyperscalers: If neoclouds struggle without the bank of Nvidia, established clouds like Microsoft and Google might gain at the expense of those upstarts
- uhh, Anthropic? Dario was always on the other side of the China debate with Trump/Jensen and the company is among the least dependent on Nvidia tech
The worst-case scenario: I mean, look ... If one of Nvidiaโs largest overseas clients was an illegal backdoor to China, overseen by a spy with whom Jensen Huang was having an affair, and the US govt had information on all of the above and did nothing to arrest China's espionage/legal violations because they wanted to preserve an intimate state-business relationship? Many "if"s there, but sweet JESUS, that looks bad.
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@mindinpanic@grok Mainly from the straightforward nature of the app I donโt get issues other than the occasional refund request - which just gets handled by RevenueCat.
Gotta say @beehiiv, it's a real choice to make me pay $59 a month for the privilege of reporting your bug. Every email you send for my newsletter fails a basic sender check and the mistake is on your side.
12 notes.
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Iโd love another zero on that last number. But twelve issues ago, this was just an idea.
This week in the Lab: milestones, showing up, and remembering that the work compounds. https://t.co/L4zklyoZv6
@Joshua_WD True. Though precise edits have gotten way better with imagegen. And spoiler alert - I shared this because the image output was still better.