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.
This Jensen Huang/Nvidia scandal is quite bizarre. The most dominant CEOs of the world's most powerful corporations rarely fall, let alone as easily and rapidly as this seems to be happeing. He's on the brink of being ousted with remarkable velocity and vanishingly little evidence.
Over what? If "mere" extramarital affairs were sufficient for ouster, how many top CEOs would be left? Not many. Hence the need for the sinister CCP/spying angle. But is there any tangible evidence at all that Alice Huang is an asset or spy for the Chinese government? Anything beyond anonymous vague US intelligence suspicions being mindlessly, dutifully recited (as always) by US corporate media?
The always smart and insightful @RnaudBertrand is required reading here, at least for the questions he raises:👇
When I called your Arete release “just a LoRA with a moral superiority complex” four days ago, you shrugged it off as harmless research.
Well, take a look at the downstream fallout now, @NousResearch. Chinese developers are reporting that Alibaba is facing intense domestic scrutiny over your stunt, and that Qwen4 open weights might be frozen or shelved completely as a result.
The Qwen team moved mountains through regulatory minefields to give the global commons world-class open models. You hijacked their base to play ideological crusader for cheap San Francisco clout, and you handed domestic regulators the exact pretext they needed to pull the plug on the entire pipeline.
Did you stop for even one second to think through what your missionary posturing would do to the upstream team, or was strangling Alibaba’s open releases the objective all along?
You parasites take the best open weights on earth for free, smear your juvenile political garbage all over them, and ruin it for every single developer on the planet. Unbelievable bunch of reckless, scheming clowns. 🤬