Greg Berry

Hey @united this is as dumb as @Delta not embracing @Starlink.

BREAKING: Nvidia, $NVDA, is now working with an "outside firm" to find a new CEO to replace Jensen Huang, per Bloomberg. The company is also reportedly weighing naming a temporary CEO while searching for a replacement.

CNBC saying Nvidia board is floating Tim Cook as potential replacement for Jensen Huang. Would be the craziest X profile bio update ever:

UPDATE: Scott Galloway reached out to me earlier today and asked me to call him. I'm glad I did. I've read @profgalloway's books, listened to his podcasts, and appreciated his willingness to confront campus antisemitism and debate people he vigorously disagrees with, including @BenShapiro with comity (and more than a little comedy). That's why his recent comments about Elon Musk surprised and troubled me. My central criticism was that Scott called Musk a "traitor to the West" while invoking Julius and Ethel Rosenberg, who were executed for espionage. I think it was a careless statement, but I don't think Scott is calling for Musk's execution. Too many people on this platform are making that accusation, but it's an oversimplification. He told me he explicitly opposes capital punishment. I still believe the analogy was overblown. We also discussed what actually happened with Starlink and Starshield in Ukraine. What was restricted, when, by whom, and under whose authority? I agree with him that we need to know what actually happened for transparency's sake. Sunlight is the best disinfectant. Scott acknowledged that if Musk was legitimately enforcing a commercial agreement, not meddling in wartime policies as a private citizen, the accusation of treachery would be unwarranted. I hope that if that occurs, he will retract it publicly. We agree that serious accusations require serious evidence. I raised Scott's role as a UC Regent because I believe those entrusted with governing the best university on the planet deserve particular scrutiny. I never called for his removal, nor do I want him removed. Scott explained why that framing troubled him. I listened, and I understand his concerns better. Despite disagreeing with my criticism, Scott offered to defend my academic freedom and my right to criticize him. As a professor, I teach students to revise their conclusions when confronted with new evidence. Today I was reminded that professors must also reconsider their own approach, too. I stand by the substance of my criticism. But my tone should have been more collegial. Our conversation strengthened my respect for Scott's generosity and commitment to the University of California, a system that transformed both our lives. As a two-time native son of the UC system, I think Scott will play a vital role on that august board. Lastly, and most remarkably, two podcast hosts managed to have a contentious discussion and find common ground without recording another podcast about it. A first in (unrecorded) history.

President Trump reveals the DOJ warned the head of a major AI company "get ready to go to jail, please give your wife a kiss goodnight...do you like the color orange?" Asked why he isn’t worried that AI builders say there’s a 10% chance it kills humanity: TRUMP: “The DOJ. We had a situation where somebody was reported to us to be doing something bad with AI. We called them very strongly and said, get ready to go to jail. Please give your wife a kiss goodnight.” Interviewer: “Who was this person?” TRUMP: “I can’t tell you.” Interviewer: “Or this company?” TRUMP: “I can’t tell you. But we said, do you like the color orange? Because get rid. It said, go home right now. See your wife and children. Give them a kiss. Good night. And that’s the story.” Interviewer: “If the Democrats wanted...” TRUMP: “Because tomorrow morning you’re going to jail.” Interviewer: “If they wanted to make a deal to put that to...” TRUMP: “Let me tell you, this person totally changed everything. Totally. Yes, sir. Yes, sir.” Interviewer: “Was it a leader of a major AI company?” TRUMP: “One of the big ones, yeah.” Interviewer: “Okay.” TRUMP: “One of the big ones.”

1/ I'll explain exactly how this happened because I'm the person at Forbes who calculates these numbers. This is going to take some unraveling, but here's a spoiler: The president's answer here is nonsense.

Marco Rubio realizing he has to be the next Nvidia CEO

Jensen Huang’s email to Nvidia employees

Apparently there’s a lady named Dana White who is an DoD public affairs assistant and I guarantee you someone recommended her to Trump and he thought they meant UFC Dana White and nobody is allowed to correct him lol

The story keeps getting crazier. To recap everything that has been reported so far: - The US intelligence community discovered that Jensen Huang, the CEO of the largest company in the world, was sleeping with Alice Huang, a Chinese spy and an executive at Megaspeed. (FT) - Multiple independent investigations have concluded that Megaspeed is likely a Chinese cutout, which helps Chinese companies access AI chips or circumvent export controls. (NYT and Bloomberg) - The US intelligence community also concluded that Alice Huang’s goal was to convince Jensen to lobby the U.S. government to loosen export controls on advanced AI chips. (NYT) - The intelligence community relayed this information to “a small group of top US government officials” earlier this year. (FT) - Over the last year, Jensen Huang has repeatedly lobbied the U.S. government to loosen export controls on advanced chips. @BISgov has done so, not only by permitting the export of H200 chips to China, but also not enforcing export controls that would have required a license for exports of the most advanced Blackwell chips to Megaspeed and Southeast Asia. - Although @CommerceGov leadership was presumably briefed on this information by the U.S. intelligence community, @BISgov has taken no actions to tighten controls on Megaspeed or Southeast Asia. - Megaspeed remains a preferred cloud partner of Nvidia, and continues to receive Nvidia Blackwell chips despite employing a Chinese spy who reportedly is romantically engaged with the CEO of Nvidia. - Tens of billions of dollars worth of AI chips have been exported to Southeast Asia this year alone, and Malaysia and Singapore are now two of the four largest importers of AI chips in the world. What is going on here??? We need answers. The question of who gets the most advanced AI chips in the world is literally the defining strategic question of our time. And not only does it seem like the MSS may be directly influencing the debate on export controls in the United States, but also @CommerceGov is refusing to listen to the warnings of the IC on this issue. What is a POSSIBLE good explanation for why Megaspeed is still receiving chips? Why is there not a license requirement for AI chip shipments to all of Southeast Asia? This is beyond strange at this point. The fallout from this story will be massive. Obviously, the motivations underpinning Nvidia’s policy views opposing export controls must now all be questioned. But also, how did @BISgov sit on this information and has still taken no actions? We need answers.

BREAKING: Google’s parent Alphabet added another 3.85 million shares of SpaceX in Q3, its latest SEC filing shows. Alphabet held 555 million shares worth $83.7 billion as of Sept. 30. SpaceX alone made up nearly 95% of its reported stock portfolio. Google first put $900 million into SpaceX in January 2015. By the end of Q3, the stake was worth about 93 times Google’s original investment.

It's appalling that the victory of one party or another means that a private citizen and his businesses, none of which have been accused of breaking the law, would suddenly be targeted by the government. That's pure Third World and should outrage everyone. latimes.com/business/story/2…