Pythia Cap: Partially Conductive

Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.

[Pythia Cap: Partially Conductive @PythiaR]

@juliaccarreon Wow if Kress is behind all this that’s quite something

[Pythia Cap: Partially Conductive @PythiaR]

Alternate spin: Jensen was on a path to blowing up the company with ever grander and riskier financing structures and Colette could see the risk and tried to slow him down and he hated it.

[Anissa Gardizy @anissagardizy8]

NEW: In a tense late-summer meeting, Jensen Huang called his Chief Financial Officer Colette Kress a “deer in the headlights.”

His concern: Nvidia’s plans to fund the AI boom with its balance sheet were running into problems. He needed to figure it out.

He called her a “reporting CFO,” not someone who could help him define a strategy or make decisions.

With @RWhelanWSJ for @WSJ

https://t.co/V0gmpNYD2z

[James Christoph @JamesChristoph]

The single best bear case for AI is this fucking guy dressing like he’s a member of Migos

[Pythia Cap: Partially Conductive @PythiaR]

@inglouriouscap 😂

[Pythia Cap: Partially Conductive @PythiaR]

This letter says absolutely nothing, it’s really quite something.

[Pythia Cap: Partially Conductive @PythiaR]

@HedgeyeComm My 55 factor regression said he will. The extra factor is San Francisco tech dudes love Asian chicks.

[Pythia Cap: Partially Conductive @PythiaR]

@MetacriticCap Lmao 🤣

[Pythia Cap: Partially Conductive @PythiaR]

Also, it is not lost on me that most of the people crying about Jensens firing over in part connections to China voted for and were vocal supporters of the administration that didn’t give him a defensive briefing or protect him…

[Pythia Cap: Partially Conductive @PythiaR]

Guys if you cared about the country or national security you should have sent a letter to the board 12 months ago telling them to watch their man like a hawk and get succession planning going immediately BUT YOU DIDNT because you were all making money and blind to risk.

[Pythia Cap: Partially Conductive @PythiaR]

There is a lot of crying in the casino this week.

[Pythia Cap: Partially Conductive @PythiaR]

Guys if you cared about the country or national security you should have sent a letter to the board 12 months ago telling them to watch their man like a hawk and get succession planning going immediately BUT YOU DIDNT because you were all making money and blind to risk.

[Pythia Cap: Partially Conductive @PythiaR]

@EllliotttB WE ARE ALL IN THE VANGUARD

[Pythia Cap: Partially Conductive @PythiaR]

@JerryCap They said run a deliberate process. That’s kind of what a board should be doing anyway. Like it’s the CEO of the company you don’t just hire any guy...

[MetaCritic Capital @MetacriticCap]

2016 — You missed Apple.
2017 — You missed Apple.
2018 — You missed Amazon.
2019 — You missed Apple.
2020 — You missed Apple’s rerate.
2021 — You missed Apple.
2022 — You missed Lamb Weston.
2023 — You missed Apple.
2024 — You missed Apple.
2025 — You missed Apple.

2026 — Are you still missing Apple?

[Pythia Cap: Partially Conductive @PythiaR]

“Dear board,

Please do your job.

Sincerely, investors who own collectively a fraction of a percentage point of stock.”

[Pythia Cap: Partially Conductive @PythiaR]

@DadInvest We should have known he’d try the backdoor next 🤦

[Pythia Cap: Partially Conductive @PythiaR]

JENSEN LEFT AND NOW PLANES ARE FALLING FROM THE SKY

[Pythia Cap: Partially Conductive @PythiaR]

All hail our new corporate board members of
*checks notes*
Vanguard & Blackrock

Does anyone have their phone numbers? What are their last names?

[@jason @Jason]

RESET ALL BOARDS TO BE RANKED BY SHARES HELD.

NO MORE DEI AND VIRTUE SIGNALING BOARDS

NO MORE "EXPERTS"

ONLY WARRIORS WITH SKIN IN THE GAME

[Fireside Alpha @firesidealpha]

Dylan Patel reveals SemiAnalysis has had to email Jensen Huang directly to get Nvidia to fix open source software, and says that was the only way it got solved

“If there’s any manufacturing issues with Rubin, people are distracted and Jensen’s not there. Things get solved slower. Things get solved by committees. Things don’t get escalated up.”

“I don’t know how many times at SemiAnalysis we’ve emailed Jensen for a thing to get solved. Like, what the fuck? Why are we emailing Jensen to fix something on some open source software? And yet that’s the only way we get it solved. And we’re irrelevant, compared to actual companies in the space.”

“How often is it Jensen going out there and solving a problem? From what I’ve heard from everyone around the ecosystem, it’s a lot. How many times is it like Elon tells Jensen something, Jensen goes and tells his team, and the team fixes it, because the team was trying to work with the team and it doesn’t work out.”

[Pythia Cap: Partially Conductive @PythiaR]

@SouthernValue95 @JerryCap I think they should be mad at the board too, but for different reasons (failure to do any succession planning/poor key-man risk management).

But ya, lots of blaming the messenger, not the people actually responsible for this.

[Pythia Cap: Partially Conductive @PythiaR]

Instead of making excuses for him, maybe try being angry at him for putting your investment and the company at risk through actions that created massive leverage for someone to use against him.

[Pythia Cap: Partially Conductive @PythiaR]

Lloyd Blankfein, were he on the NVDA board, would probably cite the stat in the below tweet and argue the board should plan for and manage this kind of risk given Jensen's NW & status.

The company had massive key man risk and did not manage it or mitigate it properly.

[Pythia Cap: Partially Conductive @PythiaR]

The top 10 richest women in the world all either inherited their money or got it in a divorce.

The 10 richest men have been divorced a total of 13 times.

It's kind of weird at the top.