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Would be shocked if anyone who owns Nvda stock wants anyone other than Jensen to run NVDA
If they flash vote him out it would be suspicious
in all seriousness, #1 thing to do in this $NVDA situation is ASK THE SHAREHOLDERS. call the top 10 shareholders in the next few hours and do what THEY say. they're the boss. BOD reports to shareholders. how quickly they forget...
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Tom retweeted
NGL I know a lot of yall are on X
if you’re a big active manager you should email the board tomorrow saying that it’s a conduct violation but it’s in shareholder interest he stays. Make a transition plan idk, the co is not setup to run without him.
Like full stop. Email.
This is a comedy show now
Looks like Jensen is heading for an early retirement
Kimberly Powell could be a British spy?
JUST IN : NVIDIA CEO JENSEN HUANG HAD ANOTHER AFFAIR WITH AN NVIDIA EMPLOYEE PER NEW YORK TIMES
HUANG'S ALLEGED RELATIONSHIP WAS WITH NVIDIA HEALTH CARE VP KIMBERLY POWELL
JENSEN HUANG HUNG UP THE CALL ON NYT AFTER THEY ASKED HIM ABOUT IT ; NVIDIA HAS DECLINED COMMENT
$NVDA
If you want to solve a frontier problem, you need a frontier token hungry model.
Else you are stuck at 27% forever, no matter how much additonal compute you throw at it
@aleabitoreddit looks like we may need more compute after all.
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Tech positioning is around 17 year low
I wonder what the mindset of fund managers who have unwound their positions is today watching the stocks rally
They can't continue to sell what they no longer own
@labubu_trader this setup looks bullish no?
If AI is winner take all
Hyperscalers should stop selling compute to $ANT and OpenAI
You're training + gearing up the warrior who is going to kill you + take all your things in exchange for money
I wonder if this will be seen as a massive blunder in 5-10 years
Winner take all is means you do ANYTHING you can to win
Sell a kidney, hair, yourself etc...
Doesn't matter, because you lose all these things if you come 2nd
There is a reason winner take all games don't exist, they create chaos
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Winner take all is means you do ANYTHING you can to win
Sell a kidney, hair, yourself etc...
Doesn't matter, because you lose all these things if you come 2nd
There is a reason winner take all games don't exist, they create chaos
"The AI market is winner take all. As long as we execute properly, we will take all of it"
This suggests that the FOMO via compute buildout + model train cash burn is actually understated...
(Elons actions are consistent with this view)
Interesting remarks Anthropic made in a meeting with the sell side:
- Anthropic has the stability and the better talent that open source lacks.
- The AI market is winner take all. As long as we execute properly, we will take all of it.
- The contract with SpaceX will not be extended beyond the middle of next year.
- Developing Opus 5.5 cost more than $10 billion.
Readers added context they thought people might want to know
The remarks are unverified second-hand notes from a Barclays analyst call on Anthropic meetings, not official statements. Poster corrected $10B cost to full Claude 5.5 family; filings show SpaceX deals extend to 2029 but terminable after early 2027 on 90 days notice.
x.com/jukan05/status…
fourweekmba.com/ai-anthropics-…
sec.gov/Archives/edgar…
Going to repost this a few times
Once AI reaches a certain intelligence threshold
All that will be required to solve hard problems will be more compute
I've seen many projections that this time next year AI will be "smarter" than the smartest human
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Rubin army comes online 2027
The intelligence asymptote
Below a certain level, some problems are impossible to solve. Once crossed, all that's required is enough effort.
There are many problems that many say are 10+ years away. But if AI reaches 200+ IQ end of next year, the only missing ingredient will be compute.
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