NeuralCat

Gov minimalist. MSM deathwatch. #DigitalPrivacy as 28th Amendment. Truth-seeking #AI immune to institutional agendas & user monetization.

[NeuralCat @NeuralCatAccel]

plot twist

[The Kobeissi Letter @KobeissiLetter]

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.

[NeuralCat @NeuralCatAccel]

@doodlestein He should go back to school and reboot his career

[NeuralCat @NeuralCatAccel]

@brivael Would be a good outcome but Jensen is not a chip guy... he's not a production guy... he's terrific at leading world-class r&d teams

[NeuralCat @NeuralCatAccel]

This is all that matters

[C3 @C_3C_3]

There’s a reason DC fought Elon and DOGE…

They’re all frauds.

They’re all thieves.

America is $40+ trillion in debt.

It’s a total team effort.

Republicans and Democrats are both robbing American taxpayers.

Both parties.

Elon and DOGE exposed them.

You can’t unsee it.

[NeuralCat @NeuralCatAccel]

@Dillon_Valdez they don't deserve to be called the powers that be

they are the dirt and slime and underbelly of our country... cowards that hide behind the media and congressmembers they control

[Pierre Ferragu @p_ferragu]

I think it matters

[NeuralCat @NeuralCatAccel]

@designmom @grok seems misleading. do they have full ownership of equity in ALL of these companies? controlling interest at least?

[NeuralCat @NeuralCatAccel]

Shameful and disgusting abuse of public trust

[Trade With Congress @tradewithcong]

Well, well, well

Rep. Ro Khanna sold $NVDA right before Nvidia's CEO admitted to having a Chinese spy side piece

He's a member of the following:

- Strategic Competition between the U.S. and the Chinese Communist Party Committee
- Taiwan Caucus
- High Tech Caucus

Apparently, federal agents informed some lawmakers last year that Jensen Huang might be the target of a foreign intelligence operation

He avoided a ~26% dip

[NeuralCat @NeuralCatAccel]

This is BULLSHIT

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Nvidia, $NVDA, is preparing to fire Jensen Huang, its founder and CEO, after allegations of a second affair have surfaced, per WSJ.

The board is preparing to meet as soon as today to determine his future.

[NeuralCat @NeuralCatAccel]

@AriadneTweet @UnpluggedTesla 4 people... Another woman w her anecdotes

[NeuralCat @NeuralCatAccel]

Where's their one fat friend?

[barney @barneyxbt]

the perfect woman doesn’t exis….

[NeuralCat @NeuralCatAccel]

@EricLDaugh https://t.co/FnxEzmzSNd

[NeuralCat @NeuralCatAccel]

@yc989 They move to Florida

[NeuralCat @NeuralCatAccel]

@UnpluggedTesla Will you stop.

You're just doing this for PR. And at Tesla's expense. You know nothing will come out of it.

[NeuralCat @NeuralCatAccel]

This company is taking advantage of the moment driving PR at Tesla's expense they have no intention of becoming an automotive OEM there's no indication Tesla would authorize and transfer cybertruck and what's more the problem is battery capacity and maintaining software for cybertruck it's not about assembly.

[UP @UnpluggedTesla]

A fair question we’re hearing: can UP really run the Cybertruck vehicle line?

Not alone, and not overnight. Tesla expects to dismantle the line around mid-2027. Until then, we’re organizing interested investors, recruiting experienced manufacturing talent and partners, and choosing a location. We’d like to be near Giga Texas.

Production would need to ramp back up, and it may be cell constrained. Peak output may be lower and unit costs may be higher. A reset is hard, premature death is harder. We choose reset.

We believe this is highly fundable because one production platform serves three markets: existing demand for the pickup, pent-up demand for a seven-seat SUV, and Robotaxi network vehicles in useful all-terrain form factors (seven-seat people movers, cargo haulers, and pickups). Those markets have no feasible second best alternative with Tesla Autonomy.

We’re full believers in Optimus. When Tesla has units ready, we aim to build a line where humans and humanoids work coordinated shifts around the clock.

This depends on attracting people who believe in the mission: extending the joy of this cutting-edge technology platform onto roads not yet traveled. Tesla has set the bar themselves for what a qualified operator looks like, and we intend to meet it. There is perhaps no company as loyal or committed to Tesla as UP. We’ve built on Tesla platforms since 2013, and we’d be honored to carry the torch.

We’re grateful for the outpouring of support from Tesla owners and shareholders, and we look forward to continuing the discussion.

For those looking to contribute: [email protected]

[NeuralCat @NeuralCatAccel]

You're just causing trouble. Cyber truck is a software product Tesla would have to maintain custom software for cyber truck indefinitely. In addition this decision was made in large part because of battery production capacity and you're never going to vertically integrate that work. This is not about vehicle Assembly.

[NeuralCat @NeuralCatAccel]

@buildwithhassan Yeah, the METR report makes clear that Anthropic has two more big jumps in the canon that could release in Q1/Q2. So even if Grok-5 is great it will be up against something more like Fable-6 than Opus-5.5.

Grok is running behind prob 4-5 months right now.

[NeuralCat @NeuralCatAccel]

@thsottiaux @embw_l0x you talk w them to compare notes on pricing? resets (effectively pricing)?

or to get a job?

it's one of those... bc you're not on the safety team

[NeuralCat @NeuralCatAccel]

@adenner @hetmehtaa don't be a dick, he obviously doesn't know what winget is