Human on a human planet learning human things!!
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Joined September 2013
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wild part is Jensen’s defenders treating this like any other CEO affair
executives have personal scandals & government doesn’t care but export control violations are different
Commerce Department is basically the cops for companies on this stuff, and they can (and do) arrest people for it
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Journalist(not sure if they are) these days
Jensen Huang and the Nvidia board just made a massive mistake.
He should not have resigned.
The board should have taken the time to conduct a thorough investigation, consult with shareholders, and carefully evaluate the long-term implications of this decision.
There is no clear replacement for Jensen Huang, and we believe his departure will ultimately be a net negative for Nvidia, $NVDA, and its shareholders.
This will go down as the most costly mistake of the AI Revolution.
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Dan Ives + the NVDA bagholders are booked on every morning show tomorrow to reassure everyone that the scandal is fine and the stock only goes up
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People didn't see this Uncle Jenson's Credit Card bid or what??
Cloudflare CEO, Matthew Prince, on AI and Jensen Huang's scandal:
"There's also been a little less engineering and more financial engineering over the last little bit, and you see people who've done deals where they are effectively selling 1 dollar for 50 cents and that doesn't play well over the long term. I think what we're experiencing right now is figuring out where is the real ROI for companies in Al, and the companies that figure that out are the ones disciplined, and the ones focused on cost, are going to be the huge winners over the long term. The ones running around with Uncle Jensen's crazy credit card just buying things like crazy, they maybe aren't going to be ones that last too long."
"Jensen is an incredibly complicated character...I think the longer term question for Nvidia is going to be some of the things they've done to really cement their position. They've done a lot to control access to memory, they've done a lot to control access to data center space. They've used that in order to leverage their position where they are in the marketplace. I think in the process of doing that, have funded a lot of this, maybe it's not overbuilt but built at a price which isn't the right price that is sustainable over the long term business."
"The longer term of whether Jensen is the hero or villain in this story is going to be, what were some of the things Nvidia did in order to cement their market position, were those helping us actually get the most out of Al or were those just financial engineering?"
Via @CNBC
$NET $NVDA $GOOGL $META $MSFT $AMZN
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BREAKING: Jensen just got caught having another affair
Dan Ives already drafting: “If he gets removed, the stock is down 25-30% If he stays, it’s still down 25-30% because now there’s two of them”
Board meeting currently just a group of people staring at the org chart like it personally betrayed them
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Learning something today: when you start a company, one of the first things you need is a real succession plan that can carry the idea forward
A small, flat org is nice until you have key man with 80 direct reports and no succession, staying flat is nice in upside but chaos on downside
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Since my renewal is pending I have decided to start reviewing this over priced places in Phoenix and Scottsdale that overcharge for very mid food and bank on selling vibes
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Tech is now make it even worst to go to any events, plan a year/s in advance or will have to get a mortgage to go to a concert and then sell a kidney to pay for the parking too bc companies like to make profit by squeezing every single penny from users
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