Dan Primack (@danprimack) header
Dan Primack (@danprimack) profile picture

Dan Primack

@danprimack

Biz editor @Axios. Pro Rata newsletter. Dan@axios.com. Native Masshole. DM for Signal/Telegram.

 Boston-ish
GetProRata.axios.com
Joined September 2008
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Photo by Dan Primack (@danprimack)Photo by Dan Primack (@danprimack)Photo by Dan Primack (@danprimack)Photo by Dan Primack (@danprimack)Photo by Dan Primack (@danprimack)Photo by Dan Primack (@danprimack)Photo by Dan Primack (@danprimack)Photo by Dan Primack (@danprimack)Photo by Dan Primack (@danprimack)Photo by Dan Primack (@danprimack)
Updated lineup for Axios BFD on Nov. 17 in NYC (more to come) Omeed Malik & Donald Trump Jr, partners at 1789 Capital Robert F. Smith, CEO of Vista Equity Partners Kim Posnett, global co-head of investment banking at Goldman Sachs Tarek Mansour, co-founder and CEO of Kalshi Lia Dean, Capital One's president of banking & premium products, with tennis champ Maria Sharapova Chris Sacca, founder of Lowercarbon Capital Joan Solotar, Blackstone's global head of private wealth Alex Rodriguez, CEO of A-Rod Corp/chair of Minnesota T-Wolves and Lynx axiosbfd2026interest.splasht…
Image from Dan Primack (@danprimack)
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Dan Primack retweeted
dj patil (@dpatil) profile picture
dj patil
@dpatilNov 10
On honeypots - in my 1st counter-intel training, the briefer looked at all of us and said, “you’re not 10’s. If you’re approached by a 10, remember that you’re not a 10”. Message received.
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Prescient
Bill Bishop (@niubi) profile pictureBill Bishop
@niubiNov 9
There is rarely just one lie
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For those arguing Jensen should not be fired (and there are many on here), my basic question: If you're the board, what else do you do once confirming that your CEO lied to you about one affair (which has major nat sec implications) and also was sleeping w/ a direct report (obvs policy violations for good reason)?
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Jensen Huang's story is just so incredibly American. Humble immigrant roots with real childhood challenges. Worked menial jobs while he got his education. Creates a company that struggles but eventually becomes the world's most valuable. Taken down by sex scandals.
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Dan Primack retweeted
Meg Tirrell (@megtirrell) profile picture
Meg Tirrell
@megtirrell6h
Kimberly Powell had been set to speak at the opening session of the Milken Future of Health Summit tomorrow AM, on a panel I’m moderating. I just heard from organizers that she’s cancelled her planned attendance. We’ve reached out to Nvidia on this report nytimes.com/2026/11/11/techn…
Jensen Huang Said to Have Had Relationship With Nvidia Executive Who Reports to Him

Jensen Huang Said to Have Had Relationship With Nvidia Executive Who Reports to Him

Mr. Huang, Nvidia’s chief executive, is already facing scrutiny over an affair with a Chinese businesswoman who U.S. intelligence determined was a Chinese spy.

nytimes.com
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M&A angle if Jensen is out: Founder-led companies often have an easier time buying companies than do others. For example, it arguably played a role in DoorDash beating out Uber for Instacart. Obviously not most important part of a Huang-less Nvidia. But does matter.
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Gotta wonder if Nvidia would name Chris Malachowsky as interim CEO, were it to fire Jensen.
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Scoop: Lutnick stalled curbing Nvidia chip sales to China — again — after Oval Office showdown axios.com/2026/11/11/trump-l…
Scoop: Lutnick stalled curbing Nvidia chip sales to China — again — after Oval Office showdown

Scoop: Lutnick stalled curbing Nvidia chip sales to China — again — after Oval Office showdown

Trump approved action three times, sources say.

axios.com
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Scoop: Commerce Department received national security warning on Nvidia CEO affair axios.com/2026/11/10/lutnick… by @MarcACaputo & @m_ccuri
Scoop: Commerce Department received national security warning on Nvidia CEO affair

Scoop: Commerce Department received national security warning on Nvidia CEO affair

The agency cleared advanced AI chip sales in May.

axios.com
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Dan Primack retweeted
Maggie Haberman (@maggieNYT) profile picture
Maggie Haberman
@maggieNYTNov 10
NEW: Trump was told aboard AF1 en route to China but before he picked up Jensen Huang about the US intelligence about the Nvidia chief and a woman assessed to be a Chinese spy @jonathanvswan @julianbarnes @AnaSwanson me nytimes.com/2026/11/10/us/po…
Despite Denial, Trump Was Told on Trip to China About Spying on Nvidia’s Jensen Huang

Despite Denial, Trump Was Told on Trip to China About Spying on Nvidia’s Jensen Huang

Before Jensen Huang boarded Air Force One en route to Beijing, the president was reminded of intelligence showing that he was in a relationship with a woman believed to be a Chinese spy.

nytimes.com
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The story of Sequoia Capital's reinvention axios.com/2026/11/10/sequoia…
The story of Sequoia Capital's reinvention

The story of Sequoia Capital's reinvention

Long knives are out — with whispers that recent changes could dent Sequoia's crown.

axios.com
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Anthropic math: Top market cap is basically $1 trillion, but the fully diluted is closer to $1.4 trillion.
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Dan Primack retweeted
Matt (@msipes) profile picture
Matt
@msipesNov 9
The internet is undefeated
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RT @lizrhoffman: Nvidia’s CEO having saying his dealings with the suspected Chinese spy he turned out to be having an affair with were “nor…
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Aaron Rupar (@atrupar) profile picture
Aaron Rupar
@atruparNov 8
Trump on taking Jensen Huang on his upcoming trip to Asia. "I would certainly take him. I haven't heard he's done anything wrong."
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A lot of questions that Rubio and the WH are going to need to answer.
Maggie Haberman (@maggieNYT) profile pictureMaggie Haberman
@maggieNYTNov 8
NEW: Nat Sec Adviser Marco Rubio oversaw drafting of a highly classified memo this spring that the intel community assessed a woman who had established a close relationship w Jensen Huang was working for China's Ministry of State Security nytimes.com/2026/11/08/us/po…
Rubio Warned Officials About Nvidia Chief’s Entanglement With Chinese Spy

Rubio Warned Officials About Nvidia Chief’s Entanglement With Chinese Spy

The secretary of state’s role in drafting a secret memo highlights how top officials were concerned by last spring about Jensen Huang’s relationship with a woman tied to Chinese intelligence.

nytimes.com
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AI may be derailed by two of the oldest human impulses: Sex and deception.
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Dan Primack retweeted
Maria Curi (@m_ccuri) profile picture
Maria Curi
@m_ccuriNov 8
Jensen Huang's affair with an alleged Chinese spy will fuel the push to pass legislation to curb sales of chips to China -- the MATCH Act, the Chip Security Act, and the AI OVERWATCH Act
Elizabeth Warren (@SenWarren) profile pictureElizabeth Warren
@SenWarrenOct 29
NVIDIA CEO Jensen Huang was reportedly “targeted” by a suspected Chinese spy whose Singapore-based firm bought billions in AI chips. Huang and NVIDIA’s board owe Congress answers. And we must pass bipartisan legislation to keep our advanced AI technology out of China’s hands.
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$NVDA bulls progression: “There’s absolutely no way Jensen was corresponding with a CCP spy” “Alright Jensen might’ve been aquatinted with a CCP spy in passing but there’s no way he was having an affair with her” “Okay Jensen was shagging a CCP spy but here’s why that’s a good thing”
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Nvidia CEO Jensen Huang admits affair, board to launch investigation axios.com/2026/11/08/nvidia-…
Nvidia CEO Jensen Huang admits affair, board to launch investigation

Nvidia CEO Jensen Huang admits affair, board to launch investigation

"I owe my family and all of you an apology," Huang wrote in a draft email to Nvidia employees obtained by Axios.

axios.com
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