exacto
As all NVIDIA employees I guess, I am deeply concerned by the campaign against Jensen Huang. Removing him would be a disaster.
Many have documented on X and elsewhere how this looks like a coordinated coup.
I'd add only one thing. Look at who would benefit from a dramatic weakening of NVIDIA.
It is not China. It is not about selling GPUs to China because that train has left. China authorities have pushed back on the H200 the Trump administration allowed NVIDIA to sell.
Look at what Jensen pushed back on:
- regulations that would make open source model training too expensive
- regulations that would make closed model providers immune to liabilities caused by their models. He said "if your product is not ready, then don't ship it"
- regulation against model distillation. He said "this is competition. People do it all the time with NVIDIA products, they try to reverse engineer them."
The other side will do everything they can to get him fired.
As a French, I can't care less about his private life. I get that the US is puritan and sees it otherwise. But frankly, isn't it something he and his family has to deal with? Why should all NVIDIA employees, partners, and investors be collateral damage?
Disclaimer. As my bio says, the above are my views only. I do not represent NVIDIA by any means. I only commented on publicly available information.
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A!3X © retweeted
Did it hit you that a centibillionaire, Jensen Huang, is less free than a random plumber?
A!3X © retweeted
“NVIDIA MUST DIE!” - Part Deux
Thinking aloud on who stands to benefit the most from Jensen's possible downfall ( h/t @gave_vincent).
Also, a history lesson for the kids who don't know the gentleman on the right.
🌳🥹🙏
shrubstack.com/p/nvidia-must…
👑 Shrub
“NVIDIA MUST DIE!” - Part Deux
Thinking aloud on who stands to benefit the most from Jensen's possible downfall ( h/t @gave_vincent).
Also, a history lesson for the kids who don't know the gentleman on the right.
🌳🥹🙏
shrubstack.com/p/nvidia-must…
1
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A!3X © retweeted
The best proof you're going to get that the press is playing a very dubious role in the Jensen Huang saga.
How can you say someone's head "must roll" on the strength of an allegation - that Alice Huang is a spy - that nobody has backed with a single piece of public evidence and which is almost certainly false (see nitter.cf/RnaudBertrand/status/2…)?
It's absolutely crazy when you think about it: journalists simultaneously accuse him of something they themselves admit they have not verified - only been told about by anonymous US intelligence officials - yet demand he pays for it with his job. Especially ironic in the case of The Economist which named Jensen as their best CEO of the year 2023 (economist.com/business/2023/…).
As I wrote on day 1 (nitter.cf/RnaudBertrand/status/2…) the only people in this story we can actually watch - in real time - acting as intelligence assets are journalists. Exactly the same mechanism as Iraq's WMD story: all based on unverified claims by US intelligence yet with the media more than happy to act as their megaphone and attack dogs. We don't learn...
Jensen Huang must go
We argue in @TheEconomist that his position is untenable
"Like many powerful leaders, he came to believe that he was too important for the normal rules to apply to him."
But he is not the only one. Howard Lutnick has failed to stem the flow of chips to China. More heads should roll
A!3X © retweeted
The affair has been going on for a long time
But in July of this year Jensen made his first ever post on X
What was it?
In support of Open Source models
NVIDIA under Jensen is by far the largest force for open source AI models in Western Civilization
If you understand what is at stake in having competitive open source AI, something that is not centralized, that is in the hands of citizens, you'll realize open source is the biggest threat to the concentration of economic and political power into the indefinite future.
Time will tell - but if Jensen gets removed and NVIDIA changes tune and direction around Open Source, then it should be clear.
This was an op to concentrate power, intelligence, and ensure it stays within control of the few.
NVIDIA bought the world's largest open source platform Hugging Face a month ago.
Meta's frontier models are no longer open source, saying it is "too dangerous" for the public to have access to.
Couple of thoughts on the Jensen situation:
-relationship w/ wife likely open. Pretty normal in tech especially if there’s no prenup.
-interesting thing here is timing as we know that a lot of folks were sitting on this for a while. Why release it directly after midterms?
-high odds he moves to a chairman role. Unlikely nature of relationship was disclosed to board and given the sanctions risk seems hard to argue that Megaspeed received no preferential treatment or didn’t jeopardize Nvidia’s relationship with US gov
A!3X © retweeted
Regarding $NVDA / Jensen, we live in a such a stupid world that:
- if you visited Epstein Island, you definitely got away with it
- if you slept with a Chinese Spy, you are borderline and may eventually get away with it
- but if you slept with a work colleague … oh my, that’s straight to the 9th circle of Hell
A!3X © retweeted
🚨 IMPORTANTE
Exclusiva de Reuters muestra el verdadero móvil de la operación militar que llevó a la captura de Maduro
La investigación reveló que una semana antes de la operación militar del 3 de enero, el vicepresidente JD Vance abordó la futura venta del crudo venezolano con un operador de la firma Vitol y megadonante de su campaña, allanando el camino para que Vitol y Trafigura recibieran sin licitación el monopolio de comercialización petrolera que ya les ha generado cientos de millones de dólares.
Registros de vuelo ubican el avión oficial de JD Vance y el jet privado de John Addison (operador de Vitol) juntos el 27 de diciembre en Bozeman, Montana, rumbo al exclusivo Yellowstone Club.
Según una fuente enterada del encuentro, Vance preguntó qué tan rápido podrían vender el crudo venezolano si EEUE tomaba el control del suministro.
Aunque Addison negociaba gasolina en EEUU y carecía de experiencia técnica en contratos internacionales de crudo, había donado 300.000 dólares a Vance en 2022 y 7 millones de dólares a comités de Trump en 2024 (el mismo año en que Vitol pagó 50 millones en California por un caso de manipulación de precios donde Addison fue señalado).
Recomendado por Vance, Addison recibió el 5 de enero (dos días después de la operación) la llamada del secretario de Energía, Chris Wright.
La Casa Blanca omitió la licitación pública y el 9 de enero Vitol y Trafigura ya tenían las licencias.
Con más de 200 millones de barriles exportados en lo que va de 2026, expertos estiman que los operadores ganan entre 3 y 3,50 dólares por barril (un margen de 3,5 % a 4 %, superior al 1 %–3 % habitual de Vitol). Ambas firmas mantienen en secreto sus contratos con PDVSA, y Vitol confirmó tener además relación comercial con NABEP, la petrolera de Alejandro Betancourt
Este reporte se suma a la filtración del informe de KPMG publicada ayer por The New York Times, según la cual Vitol y Trafigura concentraron el 61 % de los 12.260 millones de dólares ingresados a la Cuenta de Custodia de Venezuela antes de que Washington transfiriera casi la totalidad de esos fondos de vuelta al Banco Central de Venezuela
Es decir:
Una semana antes del ataque militar, el gobierno de Trump ya estaba coordinando en un club privado de esquí cómo repartir la comercialización del petróleo venezolano a sus megadonantes de campaña sin licitación pública.
reuters.com/business/energy/…
A!3X © retweeted
- we still don’t know the full implications for US foreign policy, the stock market, the AI boom and the US economy but they are massive
- from the midterms?
- midterms? No, Jensen’s affair
A!3X © retweeted
não perca no episódio de hoje: malta chateada porque tomou medidas de prevenção e não levou com um furacão em cima.
