hi

[David Sacks @DavidSacks]

Bombshell story. The spy narrative is collapsing already.

Is there clear & convincing evidence that Alice Huang was a Chinese spy?

- AG says no. (“no conclusions reached”).
- CIA says no. (“not yet convinced”).
- DNI says no (“not entirely accurate and over-torqued”).
- Ranking Democrat on House Intelligence (incoming Chairman) says no. (“today, at least, I don’t know”). This was immediately after he was briefed.

Who argues otherwise? Anonymous officials tell CNN “it strains credulity to believe that she was not acting as an agent of the Chinese government — simply by virtue of the fact that she is a successful Chinese businesswoman working with one of America’s most powerful companies.”

This is their proof after a year of investigating and surveillance? That she was a “successful Chinese businesswoman”?

At this point, the only crime that we know for sure happened is the leaking of the classified memo. Who did that and why?

An investigation should be opened.

[Tejas Bhakta @tejasybhakta]

@zack_overflow there are under 100 employees who really matter at nvidia and if half of them decide they're leaving they'll have jensen back same day

[zack @zack_overflow]

Jensen can still win if he plays it like Sam did with the OpenAI coup:

1. Elon asks Jensen work on Terafab, offers positions for existing Nvidia employees

2. Nvidia employees revolt: threaten to follow Jensen or resign

3. Jensen wins, comes back, restructures the board

[Kevin Bass @kevinnbass]

This interview by @pmarca explains what is really behind Jensen Huang's ouster as Nvidia CEO.

[Shyam Sankar @ssankar]

Who bEAnefits?
https://t.co/8Bi4DvjSaP

[Prakash @8teAPi]

There are likely unwritten contractual terms that only the family knows about.

In Asia this is how things get done quickly. I wouldn’t be surprised if Jensen has handshake guaranteed a number of suppliers that he’d bail them out if they got in trouble. That enabled those suppliers to be courageous enough to use their balance sheet and not overly demand prepayments from Nvidia.

In a way it’s accounting fraud. It’s an off balance sheet unreported liability. It allowed the entire supply chain to take more risk than any individual supplier would have been brave enough to.

That’s over now. Collette will find that she won’t get the same terms as Jensen. It will confuse the crap out of the company why their suppliers asked for 10% prepayment from Jensen but are now asking for 80%.

[Lex Fridman @lexfridman]

NVIDIA letting Jensen go is a huge mistake, for America and for humanity. It's Apple firing Steve Jobs all over again, but much bigger, given the role of AI in defining the future of our world.

I've been keeping quiet on this out of respect for Jensen's family and team, who I've met and who are amazing humans, and because I personally hate infidelity. So my heart goes out to them in this difficult personal family moment.

But I can also say that Jensen is human, and makes mistakes like all of us do. Not that I matter at all, but I've known Jensen for a long time and have gotten the chance to spend a lot of time with him, behind the scenes, away from mics and cameras. I have seen him show kindness, humility, care to everyone around him, including strangers, including from the poorest most struggling parts of society, treating all the same with the same thoughtfulness and attention, because they are fellow humans and not because he has something to gain from them. That shows rare character, to maintain humility and humanity through all of it.

Another data point is what people who know him well have said privately to me about Jensen over the years. I've never had anyone tell me anything but how awesome he is or how much they love him. Probably over a thousand people at this point. This includes hundreds of engineers, CEOs, colleagues, friends, etc.

Also, since there was some spy talk. Jensen is as proud an American as it gets. I'm in shock frankly at all of this, including the mass hysteria around it. I love America, and I think NVIDIA letting Jensen go is terrible for America.

I stand with Jensen.

Love you all ❤️

[Mr. S.T.A.R. @favelaoverlord]

It’s schizophrenic to say but at this current moment Donald Trump, Jensen Huang, and the People’s Republic of China are the primary advocates for human freedom in the face of a nightmarish totalitarian hellscape advocated for by Dario Amodei and the US MIC.

[Murray Bauman @MurrayBauman3]

@signulll Sama should coach Jensen on how to get his job back over a weekend. Employees need to threaten mass resignation, and Elon needs to start headhunting all the talent.

Or alternatively, Jensen should secure the funding and do and an LBO.

[Ahmad @TheAhmadOsman]

You guys don’t understand how evil and malicious Anthropic really is

Their witch hunt against Jensen is just another chapter in the long book of a very misaligned company

Necessary read to fight back against this malicious corporation

[James Li @5149jamesli]

It is abundantly clear that they want Jensen Huang out of Nvidia. The question now becomes why.

My 2 theories:
- China hawks in the U.S. national security apparatus for his cooperative attitude towards China
- Rival AI interests who seek liquidity in upcoming IPOs (Anthropic/OpenAI) and bans on Chinese tech

[Genma_Jp @nymbusjp]

Jensen Huang nearly lost NVIDIA three times before anyone cared.

First chip (NV1) bet on the wrong graphics math. Microsoft standardized on triangles. Almost everything shipped came back. Cash was measured in weeks.

He flew to Sega, admitted their next chip was a dead end, and asked them to cancel the contract but still pay the remaining money. They did. That cash bought one more shot.

RIVA 128 was designed almost entirely in simulation. No money for respins. It worked. A million units in four months. Company survived.

Years later, Intel used a licensing dispute to push NVIDIA out of the chipset business entirely. Jensen took the hit, exited, and doubled down elsewhere.

He then spent a decade building CUDA so GPUs could do more than graphics, for a market that barely existed. Wall Street hated it. He kept going.

When AI arrived, the architecture and software he had forced through were already there. One man absorbed the near-death cycles, the public failures, and the long years of no payoff, then delivered the platform the world is now running on.

That level of resilience, pain tolerance, and vision is rare. He should keep running NVIDIA.

[Naval @naval]

You’d think we’d have learned from Steve Jobs and Travis Kalanick that one does not just simply replace the founder…

[紫水晶Amethyst @jjamesw1]

打击黄仁勋完全变成了猎巫。
如果黄仁勋被逼走，英伟达就会成为当年的小霸王。
没有职业经理人能镇住英伟达。
因为这些核心骨干都是跟了老黄几十年的铁血团队，是在老黄的带领下大家才发家致富的。
职业经理人的最大特点就是自己收入很高，员工收入一般。
这和现在英伟达的待遇薪酬体系是不兼容的。

以老黄的那股力量，如果最终被迫出走，大概率是重新创建一个新公司。
这个公司只要开始运营，英伟达的股票就开始下跌，而且跌跌不休。
这就是当年乔布斯被迫出走之后的剧本。
最终苹果在离破产90天之前，购买乔布斯的新公司让乔布斯回归。
乔布斯呆了一个月，就把以前反对的董事和当值CEO全部轰走。
这就是顶级创始人的性格。
他们都是战场上的终极斗士，
没有什么跪地求饶。

假如黄仁勋被迫离开英伟达，
而不是正常退休。
英伟达最终的价值就是归零。
这和当年的苹果完全一样。

那些幻想老黄走了英伟达还能生存的人，
你看看当年赶跑乔布斯的苹果，赶跑段永平的小霸王就知道了。
几十年员工的铁血战友情，
真是职业经理人能玩动的？

[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.

[Rainier @mtrainier2020]

进一步信息分析出来了。
原来搞听证会这个背后还有Anthropic 和Dario。

我一点都不意外。

看看时间线，

2025年11月25日
Brad Carson 与前共和党众议员 Chris Stewart 宣布启动 Public First 网络。

2026年2月12日
Anthropic 公司宣布向 Public First Action 捐款2,000万美元，

当天，PFA推出打手， Brian Mast 和 John Moolenaar——也就是后来签署黄仁勋质询函的两位议员。(https://t.co/S0ZKePAJDK⁠)。

主要是为了推动支持收紧先进芯片及半导体设备出口管制的政策立场。

打手就位。pay for play。

金主继续打钱：

2026年5月4日
Anthropic 首席执行官 Dario Amodei 以个人名义，向 Public First 超级 PAC 捐款100万美元。

2026年7月21日
Anthropic 宣布再次向 Public First Action 捐款2,000万美元，使公司公开宣布的累计支持达到4,000万美元。

然后一切就位。
10月29号，nyt开始爆料。
11月4号，这几位打手，开始签函，要求 11 月 18 日举行闭门简报。

——
大家看懂了吗？
学废了吗？！
这就是美国政治的标准玩法。

[Hensen Juang @basedjensen]

If Jensen survives the coup it will be open season on ea

[R1bYamnayaWarrior @R1bYamnayaW]

@boneGPT As a shareholder, id vote out every single board member that votes against Jensen.

[Anthony Pompliano 🌪 @APompliano]

It is very clear that shareholders are unhappy with the idea of Jensen Huang being ousted at Nvidia.

It is also clear that the board of directors feel like they have to do something.

The ultimate question will be whether the board works for the shareholders or the shareholders get dragged along with the board’s desires.

We know legally it is the former, but don’t underestimate a board’s contrived sense of duty in a moment of crisis.

[江野 Lab @jiangyelab1]

英伟达离了老黄，可能神仙都玩不转。

1.黄仁勋直接管理约60名高管，几乎没有传统一对一会议和中间管理层级。

他明确表示不做一对一会议，因为“不可能”，而是用集体讨论的方式 一起解决问题。

2.重大信息与决策都集中在他个人手中。这种极度扁平的架构在高速扩张期效率极高，但也让公司日常运转与战略方向高度绑定在他身上。

3.一家人都在关键业务线上。黄仁勋以前也公开说过，希望孩子们有一天能领导公司，但前提是 “他们得自己挣到这个位置”。

女儿Madison Huang: 2020年以营销实习生身 份加入，现任物理AI相关高级总监，负责 Omniverse等平台的产品与技术营销。

儿子Spencer Huang:约2022年加入，负责机 器人产品管理。

女婿Nico Caprez:2024年加入，2026年1月升任副总裁，负责全球AI基础设施增长。

4. 公司至今没有公开明确的接班人安排，黄仁勋本人也公开表示不相信传统接班计划。

5.董事会一边对他展开独立调查，一边仍必须依赖他继续领导。

6.市场真正担心的不是短期业绩波动，而是关键人物风险：

一旦老黄因任何原因无法履职，公司短期内很难平稳过渡。

所以，那些鹰派嘴里嚷嚷逮捕老黄，在短期是不靠谱的