Ben

[Ben @realbenwang]

Read the Stand with Jensen letter and consider adding your name. #standwithjensen #bringjensenback https://t.co/sTKZk1uj9x

[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.

[Ali Kashani @ahkashani]

Here's the problem with those advocating an export ban: they fail to consider the second order consequences.

A successful ban will temporarily slow China down, but will accelerate their push for self-sufficiency. Within a couple of years, they'll reach parity. Soon after, they'll pull ahead. We’ve seen this story in manufacturing, telecom, drones, humanoids, EVs... One can only underestimate China’s structural advantages in hardware at their own peril.

If China makes the best AI chips, every US adversary will have them. Chinese technology, the risks of dependence, the potential backdoors... all will spread globally, even as US bans it at home. China gains prosperity, soft power, and military leverage that come with technological leadership; something we seem to be taking for granted.

Jensen’s approach would have prevented this, or at least prolonged American dominance; give Chinese labs just enough access to American chips that the incremental benefit of switching to domestic alternatives doesn’t justify the enormous cost and effort. Capital and talent have competing uses. The goal is an equilibrium where going all-in on domestic chips remains less attractive than investing those resources elsewhere. But cut off access entirely, and you turn self-sufficiency from one competing priority into a national imperative.

It's ironic that what Jensen advocated was in the US national interest, yet he's been ousted in the name of national interest -- and by those who are against open models and trade.

[Ben @realbenwang]

@MicroCapWeekly @willdepue The irony is that all Ai models are trained on open sourced data, and somehow Antropic and Openai have the balls to call out others are bad to humanity but not theirs.

[Brivael Le Pogam @brivael]

NVIDIA employees: go on strike. Now.

Not for a raise. Not for more PTO. For your founder.

Jensen Huang was just pushed out in four days, after thirty-three years building the company. The GPU, CUDA, the entire infrastructure the world's AI runs on today. And it ends with a three-line press release on a Thursday morning.

Here are the facts. Sunday, Huang admits to an affair and apologizes to his teams. The board launches an independent investigation, led by Wachtell Lipton and a former federal prosecutor. Thursday, he resigns under pressure. The investigation hasn't reached any conclusion. No technology leak has been established. No misconduct has been announced.

The sentence came before the verdict.

Let me be clear: if the investigation shows that NVIDIA secrets ended up in Beijing, he has to go, and nobody will defend him. But you don't unplug the most important builder of the decade over press reports and a market panic. It's called the presumption of innocence. It applies to founders too.

And it has worked before.

November 2023. OpenAI's board fires Sam Altman on a Friday night. Within days, more than 700 of roughly 770 employees sign a letter: bring Altman back, or we all walk. Five days later, Altman is back, and most of the board that fired him is gone.

Call it the Altman precedent: in a company built on talent, real power doesn't sit with the board. It sits with the people who build.

NVIDIA's engineers hold that power today. They're the ones running the machine. Without them, there is no next generation of chips.

So put down your tools. All of you. And tell the board: no successor until the investigation is done. Facts first, sentence second.

A founder isn't an executive you swap out. A founder is the soul of the company. Apple learned that when it pushed out Steve Jobs in 1985. It took twelve years and a near-bankruptcy to bring him back.

NVIDIA doesn't have twelve years. The AI race won't wait for anyone.

A company's soul isn't something you vote on in a boardroom. It's something you fight for.

[Sinya 李新野 @realsinya]

I am a shareholder of Nvidia since 2015. It is the first stock I bought. I am also a gamer, a crypto investor, and a AI researcher. I own a 1080Ti, a 2080Ti, 3090, 4090, and multiple Pro 6000 GPUs. For me, Nvidia is not only the company giving me investment returns. It gave me so many joyful memories. And it is still making new memories for me every day.

As shareholders and customers, we want Jensen to stay as Nvidia's CEO. We can't let 3 or 5 deep state board members decide the fate of the world's greatest company. We must let shareholders vote.

LET SHAREHOLDERS VOTE!

If you support us, please repost.

[Ben @realbenwang]

@NVIDIAGeForce #RTXON

[NVIDIA GeForce @NVIDIAGeForce]

We're giving away a Hogwarts Legacy custom wrapped NVIDIA GeForce RTX 5090 to celebrate its official release with DLSS 5 🪄

To enter:
🟢 Share this post
🟢 Comment #RTXON

Terms and Conditions: https://t.co/45T3R732hf

[Ben @realbenwang]

@EvanLSolomon We don't need taxpayers money to invest in your affiliated scams. We, as Canada has resources to power AI demands and buildouts. You bunch of incompetent liars.

[Ben @realbenwang]

This song gives me chills!
Hong Kong - The Weeknd ft Faye Wong.
#hongkong #theweeknd #fayewong
https://t.co/1t3ATRSmXn

[Ben @realbenwang]

@mediastorm_en Wish me luck 🤞

[Ben @realbenwang]

@nuggetsfan_ Butler only one not playing currently. And then Fox, dude is dragging young spurs.

[Ben @realbenwang]

@josh30315235 19 Raptors beat everybody

[Ben @realbenwang]

@TraderJonesy Wow genius prediction. Let me say the SPY can either go up or down tomorrow. How's that ? lol

[Ben @realbenwang]

@Way2Whi @Raptors Fire 🔥

[Ben @realbenwang]

@ItsKingSlime Sweatshops in China? Dude lives in ice age still🤣

[Ben @realbenwang]

@MontgomeryToms @FreedomWatchGB This debate is pointless and stupid. Just say you love your white men and women.

[Ben @realbenwang]

@DrunkDividends Fake

[Ben @realbenwang]

@JiaweiShen2568 Staged

[Ben @realbenwang]

@ronmortgageguy Change the vote system and make it easier for people to vote. I guess they don’t want people to vote.