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> The fact that he slept with a subordinate shows bad judgment, but isn't a huge deal

Most companies have policies that strongly discourage this, or forbid it, and for good reason.

It's a big enough deal that former CEOs of Nestle, Norfolk Southern, McDonald's and Intel were either terminated or resigned after similar relationships were uncovered.

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Correction: Most US companies have policies that strongly discourage this, or forbid it.

In Europe, workplace relationships are considered a private matter as long as workplace peace doesn't suffer, and a ban would be considered legally impermissible. Europeans manage it with disclosure requirements and reassignment, not bans.

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> ...and a ban would be considered legally impermissible.

This is factually incorrect. It is entirely legal for companies in Europe to restrict relationships where one party is a direct subordinate to the other. They can also legally require disclosure of such relationships.

This is common because these relationships can create significant conflicts of interest.

As someone else in this thread noted, the former CEO of Nestle (a Swiss company) was fired because he had a relationship with a direct report that he failed to disclose, and the former CEO of BP (a UK company) resigned because of a similar situation.

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the person you're replying to wrote you have to disclose.
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But as far as I know, it's not illegal, as this person implied, for a European company to forbid relationships between direct reports.

Disclosure allows for people to be reassigned so that they're no longer in a subordinate position.

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But they didn't say you could be fired in the EU, which the comment you replied to pointed out has actually happened.
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Are you guys thinking that Europe is a country and have the same labor law everywhere?
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Isn’t it a conflict of interest to be sleeping with your direct reports? How does that play out in performance reviews? It’s definitely a massive HR problem
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That's where the "disclosure and reassignments" come into play - you can date a direct report, as long as you let the company know they should report to someone else from now on.
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It's also really ethically dubious to sleep with someone you have that kind of authority over
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It's certainly an abuse of power and a lot of companies in the US forbid this explicitly, often in employee guidebook
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Why? It’s how the mammal world works since the beginning of time. Females seek out the alpha male.
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"Is-Ought Fallacy" is the right search term.
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The "alpha male" is not even how wolf packs work in the wild: https://www.scientificamerican.com/article/is-the-alpha-wolf...

The researchers who coined the phrase eventually realized it only applied to artificial packs in captivity, not the wild.

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Mammal world has also worked by killing another mammal with food you want if slightly hungry. Yet, for some reason, people don't question why murder is illegal whenever someone gets convicted of homicide. Selective appeals to evolutionary history are an empty argument.
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How would they reassign someone from the reporting chain of the company's CEO?
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Asserting that they can’t be a direct subordinate should suffice in practice in most cases.
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The CEOs of both BP and Nestle lost their jobs for having relationships with employees.
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it's very common actually. One of my former managers was pressing an intern for sex, dangling a job. Too bad we weren't hiring at that time. Why are they doing this? Maybe the power is the point?
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The US also does not allow banning relationships, but employers are not required to employ both persons in a couple. Europe restricts many aspects of people losing their jobs, is a more salient aspect of the legal comparison.
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What US state law prevents this?
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[flagged]
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Yes, it is normally a big deal but Jensen is a founder CEO of the biggest company in the world. He would have most likely been given some grace for a single indiscretion. The bigger issue is that he has shown multiple poor judgement choices and the board has to weigh if he is a larger liability than he is an asset at this point.
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> Yes, it is normally a big deal but Jensen is a founder CEO of the biggest company in the world. He would have most likely been given some grace for a single indiscretion.

He had an affair with a woman believed to be a Chinese spy, who it appears smuggled potentially billions of dollars worth of Nvidia chips into China. And now he is alleged to have slept with an Nvidia executive who reports directly to him.

If he had slept with a waitress or his friend's wife, he would survive this. Instead, he chose to have exactly the type of indiscretions that get you fired.

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At Japanese companies this happens monthly or weekly. Although J companies are more like a clan than a western corp.
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At US companies or even at Nestlé (as it was quoted) or other, it continues to be the case.
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The United States is not required to emulate every single cultural value of former Axis powers, I think.
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That we know of
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He sure did.
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At the time Mark Hurd was shown the door I think HP had 320,000 employees. Still got the boot.
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Many thought that was a mistake at the time.
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Carly deserved to be fired, but Hurd was fired ostensibly for an inappropriate expense report (like expensing a date). Larry Ellison immediately hired Hurd, but HP sued.
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Law For Thee, But Not For Me
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It demonstrates poor judgement, which should be a sackable offense for a CE.
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The problem is every other CEO and potential CEO has demonstrated the poor judgment of not building Nvidia.
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Page, Brin, and Schmidt all dated Google employees. Gates married a Microsoft employee. I’m not sure if any of those folks dated direct reports, but does it really matter when you’re the CEO? Not condoning this behavior, just saying that there’s precedent for it not significantly impacting careers of execs. The spy thing is a another thing entirely.
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Page and Brin have controlling voting shares of Alphabet, so they can't exactly be booted by the Board. Gates met Melinda 40 years ago and many things happened 40 years that would not be acceptable today.
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Gates also had the most expensive divorce, paying Melinda 70B or something. We’ll see what Jensen has to pay the ex wife.
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But ok at Tesla, SpaceX, Neuralink, …
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Elon hiring Jensen to run Terafab would actually be hilarious.
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It's ok a lot of places. Consenting adults gonna consent.
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At an America Monopoly Telecom you know, it is acceptable so long as you wait 365+1 days to marry your affair partner.

CEO of a public company answers to the Board. CEO of a private business do anything they want until caught.

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That was pre-Trump, afterwards anything seems to go.. none goes to jail and all is for sale, as long as you pay the hand. That's the perception we have as Europeans from live in America.

I think it's stupid to remove such a successful CEO, the public perception of him is still quite damn positive. People say he got balls of steel, chilled in his data-centers and other funny things. Shareholders are stupid. That guy's been running the firm long enough that being removed would disrupt the business so much, that shareholders piss onto their only firewood in winter. Just to be politically correct, or what's the purpose of removing him, what need does it fill? Just reveals reactive, chaotic and unstable business practices.

3) Most things speak against her being a spy and no spy would be this amateurish either. Most people think she's just enriching herself with a structured deal profiting her a lot and whoever pays most for her deals. If nationalism is involved for China, or just greed, we really don't know, but we can assume that she's surely sympathetic to China.

Jensen is just a like-able person who loves the good things in live "in full", food/sex/woman/drinking/company. I'm sure he didn't care about her business as he's a billionaire and has a lot of things to do, than caring about a crappy broker and her structured and layered shady deals.

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He and Nvidia intervened to stop an investigation into Megaspeed.
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Imagine not having Kimi, Qwen & co.
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I am an open weights model proponent so obviously I am intrigued and glad that Qwen exists (though at the moment I personally use US-trained open weights models — Muse Glimmer, Gemma 4, and I am testing Nvidia’s own Bolt —because they better fit my requirements).

I am aware that there’s a tension there, but the fact that I am glad the Chinese open weights models exist doesn’t change my mind about what Nvidia will almost inevitably have to do about Jensen Huang (or my own view of him in the scenario where he is supposedly naive about espionage!)

I suppose it colours my judgement about his actions re: Megaspeed if they were indeed a deliberate attempt to push availability of GPUs to Chinese customers to the limit; Singapore-washing is not something I am personally that troubled by.

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> That was pre-Trump, afterwards anything seems to go.. none goes to jail and all is for sale, as long as you pay the hand. That's the perception we have as Europeans from live in America.

> I think it's stupid to remove such a successful CEO, the public perception of him is still quite damn positive

If you think being a successful CEO should mean that you can do whatever you want, it seems that you look at Trump's America and...like what you see?

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The law is one thing, and shouldn't discriminate on CEO status. but the decline of "cancellations" for various infractions of political correctness is definitely a positive in my book
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I'd love statistical evidence that "cancellations" have decreased under Trump. As far as I can tell, the only thing that might have changed is who is being "cancelled."

And people generally seem to be arguing and trying to destroy the lives of the people they disagree with at a higher rate than ever.

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> As far as I can tell, the only thing that might have changed is who is being "cancelled."

Has the right cancelled anyone? Like, a single person?

The biggest thing I can think of was a single episode of Jimmy Kimmel, lol. Which came from an incredibly bald-faced lie, on regulated public TV, about a high-sensitivity murder that had just happened.

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Trump literally tried to cancel the White House press corps but putting that aside:

https://www.thealmightyguru.com/Wiki/index.php?title=List_of...

I mean, how could you forget a washed-up rockstar shooting cans of beer because the beer company inked a sponsorship deal with a trans person?

https://www.fox32chicago.com/news/kid-rock-shoots-bud-light-...

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I'm sorry but that list HAS to be satire, right?

Amazon and Apple were cancelled?

> tried to

Yeah I think this is the key thing. Sure, some small groups of conservatives would have liked to "cancel" some things. But unlike the left, they have literally never succeeded.

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> Amazon and Apple were cancelled?

You can read, right? The list has sources:

https://www.cnet.com/tech/services-and-software/donald-trump...

https://www.inquisitr.com/candace-owens-apple-boycott/

> Sure, some small groups of conservatives would have liked to "cancel" some things. But unlike the left, they have literally never succeeded.

Yeah, they've been too busy grifting, running crypto scams, selling pardons:

https://en.wikipedia.org/wiki/Corruption_allegations_during_...

https://americanoversight.org/investigation/corruption-in-th...

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"Cancellation" is just how the rich spell "the consequences of my actions".
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Being burned by a mob is technically a consequence of the action of appearing like a witch.

That doesn't imply that's a good and healthy way to run a society.

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Yes, the consequence-free current administration has been soooo much better for the US.
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The balls of steel is what got him in trouble in the first place.
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> the law must be respected and the being seen ignoring the law would have a chilling effect on appearance of a fair democracy.

While I appreciate the spirit of this comment, I think that this ship sailed long time ago when United States elected a convicted felon twice, who then proceeded to virtually break all the laws with no repercussion.

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Unfortunate but true. The current admin is lawless which makes everything think that they are stupid if they follow the law.

Not to mention another friend of the admin whose crimes in DOGE might need investigation.

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Hopefully that guy will also be in prison in three years.
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Why would that happen if it didn’t happen when they had 4 years to do it the first time? Seems unlikely.
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I don't think it will happen for ideological reasons. Despite his lack of respect for the decorum of US democracy, most others have too much respect for it to start putting former leaders in prison.

However, his second term has been a lot different than his first. The first term had mostly just allegations of personal misconduct. The second term has been marked by a much more organized and systematic dismantling of the administrative state in illegal ways, which has been a lot more impactful.

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I strongly doubt any American top leader will ever go to prison. That's something that gets decided by American top leaders, who are very aware of what happens when you open that Pandora's box: look at countries like Taiwan or South Korea, where it seems like basically any government position ends in a prison cell.
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So the "decorum of US democracy" means that a president can murder, rape, pillage and raid, yet should not be put into prison?
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The US political apparatus has a lot of unwritten standards that are followed out of tradition. While people might vehemently disapprove of how Trump has pushed or blown past those limits, doing the same thing to achieve accountability might set a new lower bar for those traditions, rather than restoring them.

I don't think we want to end up with 57 supreme court justices at the end of this, and a Korean-style tradition of the presidency-to-prison pipeline.

I think it is probably better to have a system that can restore/maintain a socio-political focus on professionalism.

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A lot of pretty words to give a dressed up version of "yes". That's what you're saying: Yes, it's a good thing if a US president can murder, rape and pillage without going to prison. Where do you sraw the line? Raping 10 children? 100? You're making it sound as if there isn't one.

> I don't think we want to end up with 57 supreme court justices at the end of this, and a Korean-style tradition of the presidency-to-prison pipeline.

Those presidents going to prison did a coup to stay in power or had their personal shaman run the country behind the scenes. Of course you want a "to prison" pipeline for such cases if you're looking to stay a stable, welfaring country.

> I think it is probably better to have a system that can restore/maintain a socio-political focus on professionalism.

Correct, which is why the law needs to be applied equally. That's the fundamental basis of the rule of law. Otherwise it's worth nothing.

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Yeah, in some hypothetical situation where a leader is directly involved in a violent crime, sure, I don't think there would be any issue drawing a line there.

But that isn't what we're talking about here -- we're talking about actions taken related to his official duties. That is an inherently politicized situation where even the textual rule of law does provide for special allowances precisely to discourage political opponents from abusing the rule of law as a political weapon.

> Of course you want a "to prison" pipeline for such cases if you're looking to stay a stable, welfaring country.

I think the evidence around the world shows that precisely the opposite is true.

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It's much better than the South American alternative of throwing the former president in prison every single time the party switches.

Leaders do a lot of things and laws are complicated, lawfare is stupidly easy.

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The Republicans that shielded him will be out of office and also he is a lot less popular now.
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he was not particularly popular at the end of his first term. mainstream right was not pleased with the bad optics of january 6, young right was not pleased that MAGA became MIGA and "build the wall!" became "build what wall?". the early days of COVID fascism happened under him as well. it's fairly obscure lore now, but he'd lost all that deplorable alt right support that supposedly got him nominated and elected in the first place. for example: https://www.newsweek.com/richard-spencer-joe-biden-trump-mag...

he would've never got reelected if the democrats of 2021-2024 resembled democrats of 2008. his reelection was a violently retarded response to the clown world antics of that era.

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> Why would that happen if it didn’t happen when they had 4 years to do it the first time?

Not saying it will certainly happen, but there will be different people at helm this time, and his more crimes are out now.

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He blanket pardons Vance and everyone around him. He resigns in the last month and Vance blanket pardons him.
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The guy who now has complete and total immunity thanks to the Supreme Court?
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It's not complete and total immunity. It's presumptive immunity for official presidential acts.

Prosecutors "just" have to establish that the criminal behavior is not an official act, of which there are plenty such examples.

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Yeah fair. But not everyone is POTUS. And maybe we can hold CEOs to a higher standard, idk.
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This is fixed by enforcing the law. Defeatist logic like this serves no purpose. Said country delivered a large electoral defeat to that person a week ago.

The fact that this scandal was leaked is a sign that the rule of law is returning.

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„this scandal was leaked“ is for sure not a sign of „the rule of law is returning“.
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It sure is.

They were bypassing natsec based export controls by making donations to the executive branch, and used the influence to bury a commerce investigation into the matter, from the available information.

He can sleep with who or whatever he wants. The Megaspeed story and how investigations into it were mothballed have every appearance of being a big deal even beyond Nvidia.

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Just putting it out there, but he might not be the best role model to try and emulate even for a ruthless company. Especially now that the laws might at last be enforced against him.
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Justice delayed is justice denied.

- William Penn & MLK Jr

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I'm sure the fact that Trump owns tons of NVDA was of _absolutely_ no consequence when the Department of Commerce granted them the ability to sell their GPUs to certain Chinese companies.
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>3) The fact that he slept with a Chinese spy is a huge deal.

I'm 50/50 on whether or not Alice Huang is actually a spy for the Chinese government, or rather just a social climber and opportunist. She certainly didn't hide her perceived closeness to Jensen Huang, and in fact actively flaunted it on her social media.

Furthermore, I think it possible if not likely that Jensen has had more than just 2 extramarital liaisons, and if more were to come out, then IMO that would actually shift the likelihood towards Jensen simply being a lustful old man taking sexual advantage of his power and status, rather than being honeypotted by some Chinese intelligence operation.

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Sources connected to US intel have gone on the record to say that they believed her to be a spy, going so far as to have the Secretary of State brief the President directly. They don't bother the President with things like this unless they feel the intelligence is strong.[0]

0: https://www.nytimes.com/2026/11/10/us/politics/trump-china-t...

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there are some doubts there https://www.politico.com/news/2026/11/11/jim-himes-alice-hua...

I'll bet 100 dollar this is just about money.

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maybe she didn't even know she's being used as a spy.
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this is hard to prove or dispute. smuggler is benefit china 100%.
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Spies don't tend to advertise their activities on social media, so "unwitting spy" might be the real explanation.
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> "unwitting spy" might be the real explanation

A spy is someone that deals in obtaining and sharing secret information. They would be a spy if they used their information to obtain secrets on NVIDIA hardware and shared these secrets with others. There's no evidence I've seen that this happened. Someone buying NVIDIA hardware is not a spy.

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Unfortunately Senior US leadership said it doesn’t count for much anymore
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Why not both?
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> lustful old man taking sexual advantage of his power and status

I mean, isn't that the easiest guy to honey-pot?

The best HN comment I read on this subject was along the lines of "NVIDIA sure appeared eager to avoid those export restrictions, so does it matter whether she was a spy or not?" Maybe if he was handing over, like, chip designs or something, but there's not (yet?) been any allegation of that.

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> The fact that he cheated on his wife isn't particularly relevant

Him being married is relevant: he opened himself to extortion/blackmail, assuming his wife was not aware of his affairs. Anyone who knew that was happening would have had enormous leverage over him.

Even if no one actually did so it still demonstrates a massive risk.

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> Him being married is relevant: he opened himself to extortion/blackmail.

Do you really want to apply that to congress, the judiciary, the police. Let's face it anyone in any position of trust, which turns out to be everyone in the end because homeless, unemployed I could be a witness to something.

So we just outlawed private consensual behavior of individuals. (Not outlawed, you just lose your right to keep your job or whatever, yeah sure right...)

Doesn't seem like an american Freedom to me but what would I know?

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This reminds me of when people complain about a lack “freedom of speech” but what they actually want is freedom from the consequences of their speech.

Plenty of jobs come with personal life restrictions. Work nights. Work on an oil rig. Work on an aircraft carrier in the ocean for months at a time. Everyone is free to not take those jobs. I don’t see why a “no affairs” clause for a CEO should be all that different. If you don’t consent to the rules, take a different job.

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Yes I especially want that to apply to congress, judiciary, and police, even more so than corporate CEOs! People in positions of higher responsibility, should, you know... be more responsible. Police and people in power should break laws less often, and be more trustworthy, and less selfish than average. They are in a position that requires a higher standard.
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Handmaiden's tale.
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> Do you really want to apply that to congress, the judiciary, the police. Let's face it anyone in any position of trust, which turns out to be everyone in the end because homeless, unemployed I could be a witness to something.

These kinds of paths to blackmail/extortion are literally what government background checks pressure test when hiring employees. So, yes, we do want to apply those to people in positions of trust.

I'm not clear why you claim this extends to everyone including the homeless and unemployed, that seems wrong to me. You can't blackmail a homeless person into violating national security.

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But if you allow them privilege denied the great and the good what message does that send "to the children" ?

Are you really claiming the homeless don't matter?

Even if you can do all these things then you must deny them the ability to testify in court because they could be blackmailed.

If you don't see how this goes I probably can't help you. Read a diversity of sci-fi? Read what life was like in the soviet union?

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Not the person you replied to, but

> Are you really claiming the homeless don't matter?

Towards being blackmailed against national security interests? Yeah I’d say the risk of that is low. The GP didn’t claim anything else

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Jensen is not as far as any of us are aware, a spy.

Perhaps trying to make sure there aren't morality based repercussions takes the sting out of future blackmail attempts on other successful businessfolk would be a better strategy for national security than, I dunno, briefing the New York Times and trying to make it as miserable as possible?

But sure maybe the CIA is just woefully incompetent, disorganised and accountability free in pursuing this national security goal of blackmail resistance. Or perhaps this is not the best theory as to what is going on.

There's a really, really good reason we keep this kind of moral judgement private, "between you and your rabbi" as Feynmann put it.

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dude you better believe if you have a clearance and they find out you have an affair you're losing your clearance

exceptions of course for the commander in chief

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Yeah, right, the /only/ exception.

Jensen's job does not rely on having security clearance. There's no evidence he has security clearance is there?

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> 3) The fact that he slept with a Chinese spy is a huge deal.

I'll admit I haven't really been following this story, but I ASSUME he didn't know she was a spy? (Given a good portion of a spy's job is making sure you don't know they are a spy) So why is this an issue either?

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That was my understanding too. The spy part makes for a good story, but if she came out and said "Hey, I'm a spy for China. Want to share something of value to the state?" it would make her a terrible spy, so I'd assume it's really about poor judgement.

How'd they figure out she was a spy anyway?

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This is a bit like saying "I didn't know passeordstealer.baddies.com was a phishing site when I typed in the company's password for the bank, so it's not my fault all our money was stolen!"

For sure he is the victim of an adversarial attack against him and Nvidia, but as the leader of one of the most valuable companies in the world in am industry where IP and company secrets hold huge economic value, then you really need to expect and anticipate that spies will be trying to infiltrate your org and steal your secrets. I think you can clearly say he has demonstrated bad judgement here.

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Him being removed for sleeping with a spy would not necessarily be intended as a punishment for sleeping with her, it's a self defense mechanism to prevent the spy from continuing to have access to a highly placed, compromised individual
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Current evidence suggests he didn’t even do a prelim background check. His mistress worked for Chinese state television prior to the role she assumed through which she was introduced to him.

Source: The Economist. (Paywalled) https://economist.com/business/2026/11/11/there-has-never-be...

> That she might be a Chinese agent would have been obvious to Mr Huang had he inquired about her background: before going into business, Ms Huang worked at a Chinese state-run broadcaster known by its unimprovable acronym, “CCTV”.

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A piece of speculative but interesting information: the FBI didn't give Jensen Huang a "defense briefing" which would warn him that he was being targeted, despite them knowing Alice Huang was a spy a year prior (memo circulated in May by the state department). Apparently this is very atypical.

The FBI so far has not provided a reason for the lack of a brief, but one reason they might not provide one is they suspect the target is a willing participant.

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Large numbers of chips sold at high prices skirting export laws would possibly make him a willing participant...
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Isn't the fact that her company is alleged to have smuggled a ton of banned NVIDIA chips into China a lot worse than the fact that he slept with her? Infidelity isn't good but nobody will arrest you for it. Sanctioned goods are a different story
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The person you replied to is not making a moral judgement. The reason it is bad for Nvidia that he slept with her is the leverage she had over him. The impropriety is just an issue for his family.
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Spy is just an allegation
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> I'll admit I haven't really been following this story, but I ASSUME he didn't know she was a spy?

As best I've heard, nobody knows that now. We have some rumors with absolutely nothing behind them.

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I'm sorry, is your assertion that he didn't know somehow makes this better?

That assertion makes no sense, yet tits the best interpretation I can gather from your odd comment!

Surely you mean something else?!

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Incompetence is a great reason to fire someone, it turns out.
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The co-founder of NVIDIA, when it is basically at its peak stock value, is incompetent at running NVIDIA? Sure.
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Jesus, it's like nobody has ever watched a James Bond movie.
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It changes things from "he was the victim of a spy" to "sanctions evading conspirator that aided an enemy".

Even more interesting given his Taiwanese citizenship.

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You literally only think shes a spy because the US Propaganda machine says so. There's no evidence of this.

We are so one shot by hollywood movies that if a newspaper points at an attractive middle aged women, whos foriegn, and says shes a spy we'll all believe it.

There's literally nothing to prove this, not even anything suspicious. Its just the Trump admin, whos owned by Silicon Valley oligarchs saying so. Wanting to buy GPUs, even if its for China does not make you a spy. It makes you a business person.

I know Ill get another 5 downvotes for saying this, but its true. Zero evidence. Its the perfect story to kick off the war against Chinese open source models which have really put a damper on Anthropic and OpenAI's revenue.

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Her whole work history is very suspicious. The company she worked for is extremely suspicious.
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2 is a huge deal, enough to get you fired in almost all instances in Corporate America for that alone.
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It's only huge because it has been made public by a large amount of medias. If you have ever worked in any companies, you'd know the shit going on at any layers.
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It doesn't have to be 'made public by a large amount of medias', just made public. Regular ole avergae nobodies get fired for the same.
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It's a huge deal for underlings who have to obey their masters. It's not a huge deal for masters who make the rules.

If you allow your employer to control your sexuality you are not fully human.

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It's a huge deal regardless. You'll be fired even as a CEO. As the above comment states, CEOs of Nestle, McDonalds, Intel have fallen once these things were uncovered. It's basically an express ticket to getting fired.
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> It's a huge deal regardless. You'll be fired even as a CEO

Bill Gates met Melinda Gates while he was CEO of Microsoft and she was a newgrad developer.

Many such cases. Rupert Murdoch. Larry Ellison.

Maybe I would have worded it differently, but I generally agree with the grandparent poster. It seems rare that a founder would be ousted over this type of thing.

My guess is that the China dealings are the most important part, and that part is being undersold because it's actually illegal and puts both him and anyone with knowledge of it at risk of going to jail.

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>Bill Gates met Melinda Gates while he was CEO of Microsoft and she was a newgrad developer.

Bill Gates met Melinda ~40 years ago. It should be blatantly obvious I'm taking about where things stand today. Lots of things happened 40 years ago that would be generally unacceptable today.

The U.S government have known about this for a year. How serious would it be (i.e in terms of Jail time) for them to just give a warning and sit on it for a year?

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For Intel at least, that CEO was fired because the board wanted him gone, because he destroyed the company. The relationship with a subordinate was only a pretext. If he'd been performing well it would never have been made an issue.
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You are contradicting yourself. If destroying the company isn't enough pretext to get you fired but an affair with a subordinate is, then it's a big deal that would have been an issue regardless.
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They needed a pretext because if the board publically confirmed how much damage he'd done to the company, it would hurt the company even more through investor and employee panic.

When has legal fallout from an affair with a subordinate ever destroyed a Fortune 100 company? That doesn't happen.

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You are not making much sense. Was he destroying the company or not? What kind of destruction does not have obviously visible signs (to everyone) that can be acted on? What Kind of board sits down and decides that the destruction of the company is worth investor panic because 'it's worse than it looks'. What, are investors going to be calm as he destroys the company?

Do you think a CEO is a King or what that they are destroying a company and that's not enough to get booted? CEOs get fired all the time. A Board certainly doesn't need an affair pretext to boot one that is actively tanking the company.

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It’s a big difference if it’s a mercenary CEO hired by the board versus a founder CEO that likely controls much of the board.
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Yeah, but does it make sense? The CEO is responsible for company success. Firing them over sexual misconduct is a decision to prioritize non-profit related matters. Companies do this all the time because of political correctness, but it is strictly speaking optimizing for other things than shareholder value.
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There is no law or really good principle that suggests that shareholder profits matter above aspects such as ethics; that is just a misrepresentation of something a famous economist said.

It matters for the very obvious reason that a less senior employee may feel pressured or may lose their job when the relationship ends, that usually office affairs result in other employees feeling compelled to keep secrets, that it may result in others losing out on promotions to the employee in the affair, that they often result in abuse of resources, because it opens everyone up to blackmail, that it’s a display of bad judgement and ethics, etc. etc.

It’s nothing at all to do with political correctness.

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They were talking about "underlings" who have to "obey their masters" and supposedly don't matter, while those "masters" are not "fully human" if they let anyone impose rules on their "rule making". It is the kind of talk that makes you want to cover your drink.
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I read it as sarcastic pointing out the hypocrisy, and that they're fully in support of free will for anyone to pursue relationships they want at all levels. You could disagree with the latter, but the starting point doesn't seem like what you suggest
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I am merely saying, if you fire a CEO because of, say, him having a relationship with an underling, you are saying: "there are arbitrary things more important than profitability".

I am not sure it makes sense given why companies exist in the capitalist system. Stockholders, I'd think, on average care more about the returns less whether the CEO is a likable character.

The real problem is potentially illegal behavior, of course.

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Even in purest capitalist sense, romantic relationships cloud judgement and point at a possibility (inevitability?) that people in question (CEOs, managers, owners, board members) will do that again thus increasing the risk to the business.

This ignores the direct consequences like "worse" employees getting promoted (affecting business) or put in charge, or like in this case, potential national security issues.

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> arbitrary things

I'm sure Jenson knew sleeping with his direct reports was wrong. And that plenty of CEOs got fired for that. Nothing arbitrary about that.

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His dick cost people hundreds of millions of dollars in shareholder value and this is about the worst case scenario outside of maybe a true sexual misconduct lawsuit coming against him. Like with your thinking taken to an extreme, if he murdered someone he should keep his title and run the company from jail because it doesn’t make him a bad engineer and we don’t want to bow to woke?

How does it NOT make business sense to consider firing bim here (outside of manosphere thinking)?

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Having an affair vs. killing someone is materially different - one is legal, the other is not.

I am not debating the spying, smuggling angle here; but it this was just the affair, its a decision by the board, whereas if he run over an elderly lady at a crossing, its no longer a choice - law is law.

Btw, re: ad hominem 'manosphere' or 'woke' whatever. I have nothing to do with either.

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Sleeping with your subordinates opens the company to lawsuits. Which is bad for business.
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This is just a weird and IMO slightly creepy thing to say. Office affairs are ripe for power abuse and corruption. It’s not about sexuality.
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I mean—certainly if it turns into the kind of situation where the higher-ups can’t look the other way. It probably becomes a problem as soon as your supervisors have to think about it. It definitely becomes a problem as soon as it becomes their problem, or a distraction from what everybody’s there to do.

By the time it’s public knowledge and reflecting on the company, yes, that’s a failure—and the failure of discretion is probably closer to the board’s clammy little hearts than any particular fluids (or allegations of favoritism) that may have been swapped along the way.

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It's difficult (impossible really) to hide such affairs indefintiely when you've reached that kind of status and notoriety. No amount of discretion will keep someone from finding out eventually when so many eyes are on you, so it's really just a matter of time till some sort of public disclosure.
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Sorry, what does DEI have to do with Jensen Huang sleeping with a Chinese spy?
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I think the revelations about his children working for the company as well aren't helping him much as well.
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I was going to say that getting your children a job – even a good job – isn't generally a problem. But installing them as senior directors with million dollar salaries does seem like a bit much.
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Jensen has successfully grown the company and thus he can be trusted to hire the best talent, even if they come from unusual backgrounds. Perhaps, they were hired because their insights from attending cooking school, etc are valuable.
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Founders benefits? Also "family business" loyalty can be a win for the company.
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> the law must be respected and the being seen ignoring the law would have a chilling effect on appearance of a fair democracy.

While I appreciate the spirit of this comment, I think that this ship sailed long ago when United States elected a convicted felon twice, who then proceeded to virtually break all the laws with no repercussion.

I agree with you on the first and second point. Perhaps you can argue it's in bad taste to have an affair but the private matters of adult lives should be of no interest to outsiders.

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> the law must be respected

I wouldn’t call this particularly nuanced, certainly if they were sold to intermediaries not subject to the export controls (Singapore)

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You have a due diligence requirement to ensure that whoever you sell to obeys export restrictions. You can't turn a blind eye. This is actually called "self-blinding". It works kinda similarly to KYC/AML (Know Your Customer / Anti-Money Laundering) requirements in financial services.

More [1].

[1]: https://www.millercanfield.com/resources-305.html

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Yes and no. I think the board knew about the smuggling and now that it's out they need to sacrifice the CEO. Probably, they still trust him but that does not matter here, saving the company's valuation and trying to evade fines is more important.
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> other than the lack of a prenup meaning she owns half his stock

They were married years before he founded the company, and lived in California, a community property state. And they got married right out of college. Unless he somehow knew that he would start a company and got a prenup that says "if I start a company it's all mine", a prenup wouldn't matter anyway (and would probably but null and void anyhow).

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> The fact that he slept with a Chinese spy is a huge deal.

Since US counterintelligence has known about the relationship since late 2024, they would be completely incompetent if they had not:

1) taken measures to ensure that she did not get US secrets,

2) collected information on Chinese priorities and methods for acquiring AI hardware, and/or

3) fed misinformation to the Chinese.

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1) They were married years before he founded NVIDIA and she already co-owns the stock.
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curious from someone who is ignorant, what makes the export controls bad?
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So this is something I kinda agree with Jensen Huang on. Let me explain. The US export bans to China in this space take two forms:

1. ASML (a Dutch company) is not allowed to sell EUV lithography machines to China; and

2. NVidia is not allowed to sell their best GPUs (made with those machines) to China.

This is all done under the auspices of "national security" and the vague hand-waving notion of "military applications". China is rapidly developing EUV on their own. I kinda expect this to be commercially producing chips by ~2030. Other people believe it will take a little longer.

So what's the problem? By banning the sale of chips to China, the US has inadvertently created captive domestic demand for Chinese made chips because Huawei (etc) cannot buy Western made chips. This is really kickstarting China's lithography efforts because anything they produce has billions of induced demand with no competition from foreign imports.

That is I believe Huang's argument: we should be selling the chips but not the lithography. I agree with that assessment. But Us foreign policy really is just blinded and can be summed up as "China bad".

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A counterpoint I’d like to suggest.

Frontier labs (and Nvidia) have started using AI in chip development.

AI that requires frontier chips to train (or you steal chain of thought and try to distill…which has mixed results).

That in turn becomes a flywheel for developing domestic supply chains for chips.

See the latest reports for super intelligence takeoff. They (again assuming the timelines are semi correct as it’s all guesswork) show takeoff significantly before 2030.

The worst thing you could do is allow China to accelerate their domestic chip development via giving them access to chips needed to accelerate the AI flywheel.

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I don't think your point counters his. I think it supports his point.
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There are a lot of Game of Thrones type of stuff going on when it comes to chips and AI.

OpenAI, Anthropic, Microsoft, etc do not want Nvidia chips to sell to China because it makes the GOU supply constraint even deeper to American companies and it increases model training/inference competition.

It wouldn't surprise me if some of these players worked behind the scenes to try to oust Huang.

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The idea behind the export controls is that by 2030 we’ll have some sort of superhuman intelligence and it’ll be impossible to catch up. I spoke to Biden’s ai advisor and that’s what he told me. They know China will catch up but are betting it’ll be too late for them by then.
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That's just fan fiction. The only way it's too late is if there are no limits to AI scaling in the universe. Otherwise, China will be able to catch up.

The only other way is that these people want to go war with China as soon as super intelligence is invented.

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Well its certainly not fan fiction because I got it straight from the authors mouth. I believe that would just be called fiction.
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Then it's fiction.

I'm as big as an AI bull as anyone here but we still have physical laws. Everything is a sigmoid.

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smashing a spy doesnt affect anything, did he leak anything? Did he report to the authorities?
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2) Got Brian Krzanich of Intel fired
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3) The fact that he slept with a Chinese spy is a huge deal.

She's alleged to have been an 'intelligence asset', which is not the same thing as a spy (assets are not agents). Assets are often just good sources of insight and analysis, whereas agents are tasked with active deception and exfiltration of information. Jensen Huang is arguably an intelligence asset; I'm sure he's given informative briefings to spooks on the state of the world, albeit not necessarily knowingly.

A related question to this is whether Jensen Huang even has a US government security clearance.It's not obvious to me that he's privy to any government secrets, even if the US regards Nvidia as a strategic asset. To pick up on your point 4, he might have been knowingly violating the law, a problem for any CEO. But if he's not definitely violating sanctions and is instead just chasing profits, that's considered the norm.

To be frank I think this is a storm in teapot because there have been rumors about his affair floating around since last May, and if the US government has known for at least that long and hasn't intervened or arrested him it's probably not that big of a deal. I can't help wondering if it's a case of the current US administration trying to look tough after the President suffered a humiliating election defeat.

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It breaks my heart that so many people will excuse his infidelity as irrelevant. We need better leaders to set examples for the youth. This current crop is so slimy and distasteful.
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Other countries and cultures formalize infidelity, Americans just haven't bothered doing so yet.

Even reading the history of European nobility, it is amazing how often you'd come across married nobles who didn't even live in the same city as their partner, and who openly had mistresses or young handsome men hanging around all the time.

I've also talked to Chinese business men who lamented that they are expected to have an overseas girlfriend, almost as a sign of status.

And hell, Saturday Night Live has been joking about rich old ladies and their love of hiring pool boys for literally decades now.

My point is not to normalize cheating, but rather that all sorts of arrangements have existed throughout time and different cultures and instantly saying "he's sleeping with someone who isn't his wife!' doesn't mean that person is devoid of morals.

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No you missed the point.

This kind of morality is between you and your Rabbi. We are allowed to look down on it all we like. It has no relevance to law or keeping your job because if you allow this kind of thing to have relevance it never ends. Rank selfishness comes out in so many ways.

"You got a parking fine, your social conscience is clearly lacking..."

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It does end, because people lose their jobs for office affairs all the time and rarely if ever for parking tickets. There’s no moral inconsistency there, not all bad behavior is equivalent.
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number of people who lose their jobs for infidelity divided by the number of people who do it.

Hard to estimate it precisely but less than 1% is likely to be accurate, no?

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What percentage of people who get parking tickets do you think lose their jobs as a result?
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Not many, because we have principles of that kind of morality not being applicable. Double parking beside fire hydrants isn't universally celebrated though, is it? I look down on that kind of thing, you might be the same yourself.
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If someone is willing to break their most sacred vows to their loved ones, why should I, a relative stranger, think they will keep their word to me?
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You are absolutely entitled to that opinion.
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You do not have to judge someone for a parking fine just because you judge someone for cheating on their wife.
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> The fact that he slept with a Chinese spy is a huge deal.

Is it true?

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Your opinions are just that, but not really nuanced.

1) This is a huge matter of character. If you cannot be faithful to your wife, what makes you a faithful leader of a company? There is also the issue of respect: when a leader is morally compromised, the people he is leading lose confidence and respect in him.

2) Isn’t there something of a power dynamic issue here too? He has a greater responsibility to use his authority and power as a superior to not abuse that authority, and committing adultery with an inferior is a huge problem.

3) On what basis is this a huge deal and the previous two are not? Where’s the nuance? It’s just arbitrary.

4) Well yeah, it looks like he was complicit in breaking sanctions. It’s no longer an arms-length deal.

5) Again, why are the first two worth shrugging shoulders and this one is not? It’s no big deal, people cheat and break the law all the time.

6) That sure undersells it. It underlines the stupidity of sin, and the sinfulness of man.

7) I can’t argue with that.

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That’s… a take. The fact the only problem you have with him violating export controls is that he got caught isn’t really nuanced. It mostly just points to you not having a moral compass.

Whether he would be the most profitable CEO is absolutely irrelevant. The guy is literally facing prison time if he can be directly tied to the violation of those sanctions. If the board takes more than about 30 seconds to come to a conclusion they should probably all be replaced as well.

https://fortune.com/2026/03/19/supermicro-arrested-founder-s...

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Neo-puritanism in 2026. Why?
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Has anyone stood up the claim she's a spy yet?

Or is the evidence right over there next to the evidence of WMD?

I know some people believe anonymous govt officials but I kinda don't so if there's actual evidence, let's see it, or note the the doubt legitimately exists.

It seems a very odd thing to be briefing newspapers about rather than the very many other, seemingly more useful ways of using that information if it is true. How does everyone feel about the CIA briefing the New York Times in general to seemingly get a CEO removed? Who takes responsibility for making that decision?

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> sleeping with a spy rather than just hiring an escort

Or just... not cheating on your wife

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Fyi just calling something nuanced doesn't mean that it is.

> sleeping with a spy rather than just hiring an escort

I really don't like Jensen but I think this actually shows decent character! Sleeping with a femme fatale is rather romantic.

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One man’s infidielities is going to cost every investor in index funds greatly given the outsized weighting of Nvidia in the SPY and QQQ ETFs.

Not to mention that Nvidia has a huge stake in the ai space being a backstop to a bunch of players in all its circular financing deals.

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2 is a huge deal.

Either he's easily manipulated. Or he's a predator. Either way... not someone you want as CEO.

There's no scenario in 2026 where sleeping with a boss or subordinate is acceptable behavior for corporate leadership.

And... look, I get it, and maybe you can write it off as just something that happens in the real world.

But the fact that he would do it, also screams, "This is someone who thinks the rules don't apply to him."

Which again puts him squarely in the "not someone you want as a leader" category.

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> Either he's easily manipulated. Or he's a predator. Either way... not someone you want as CEO.

I don't think you can reasonably argue that their relationship must have had a significant power imbalance or what have you if you can't even decide which direction the power imbalance went in. Why is it impossible that the relationship was, all things considered, on roughly equal terms?

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the woman is 42...
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In general, adulthood does not confer an immunity to coercion.
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But is assuming that all actions of extremely successful mature women are due to coercion as progressive as you hopped?
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I think you've made the assumption that I'm assuming something.

>>> Or he's a predator.

>> the woman is 42...

> In general, adulthood does not confer an immunity to coercion.

I'm only responding to the idea that one must be young to be victimized by a predator, which is silly and false. I am not, however, supposing anything of the sort is what happened here.

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I somewhat disagree.

1. Cheating on his wife when that will likely significantly change the ownership of the company is a big deal;

2. Here's where I disagree most. A married billionaire CEO sleeping with an also-married subordinate is a huge deal and that alone warrants an ouster. It creates huge legal exposure for the company;

3. The biggest issue with the Chinese spy is he's wealthy enough that this shouldn't happen. I'm sorry but you can afford corporate security who can vet the people you're involved with and do so discreetly;

Huang hired Heller (a crisis PR firm) a year ago. It seems like he knew something was coming and possibly failed to inform the board. Ok, that's more grounds for termination.

I too am reminded of this quote [1]:

> If you find two ants in your kitchen, the best estimate of the total number of ants in your kitchen is not two

I very much doubt it stops here.

[1]: https://x.com/_NathanCalvin/status/2084856543561093535

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> Even though those export control were arguably bad, the law must be respected and the being seen ignoring the law would have a chilling effect on appearance of a fair democracy.

On one hand I firmly believe that if a rule is stupid you have no moral obligation to obey it. There might still be consequences though, however unjust.

On the other hand so many rules can be in place for years because people just don't obey them so their stupidity is mitigated to the point of invisibility.

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Odds are she wasn't a spy see this write up - https://desmondshum.substack.com/p/alice-huang-the-spy-narra...

The tl;dr is she slept with Jensen in return for large benefits for her Husband's company.

Her actual role in this doesn't have a real good direct translation to English.

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Great substack, can I ask how you discovered?
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That post hit the front page here recently a couple days ago but had 0 engagement and fell off after less than an hour.
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You can argue about what the word "spy" really means, but even the source you quote thinks she's an asset for the Chinese establishment who was working to secure access to Nvidia chips for Chinese users, in contravention of US sanctions. A terrible terrible person for Jensen Huang to (literally) be in bed with.
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The details are relevant if you care about the story. If this were flipped, it would make a difference if she was working for the CIA, the state department, or Intel.
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> If this were flipped, it would make a difference if she was working for the CIA, the state department, or Intel.

Because those are independent from each other in a way that the corresponding institutions in China are not.

Every large Chinese company is under the direct control of the CCP. Working for a large Chinese company means you are working for the Chinese government in the same way as a state department employee (very differently from someone working for Intel, at least if they haven't individually received a National Security Letter).

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> The fact that he slept with a subordinate shows bad judgment, but isn't a huge deal (although improper and opens up potential quid-pro-quo lawsuits)

That is absolutely a huge deal, I have no idea why you don't think it is. That is the kind of behavior which anyone in an American workplace knows is not tolerated in the slightest and would lead to firing. The fact that he did it anyway shows he has shockingly poor judgement.

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You've left out the worst parts of the scandal, which involves the US government investigation into the Megaspeed being buried after a large contribution was made to the White House ballroom fund. This website has a pretty good summary https://talkingpointsmemo.com/edblog/the-nvidia-scandal-no-e...
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Agree with everything, except a sub point of #6: Jensen was presumably unaware she was a spy.
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Sleeping with somebody that turns out to be a spy is insanely poor judgement.

Not knowing doesn't make it any better!

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Not knowing doesn't make it worse.
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Where does "bribed the President of the United States to ignore 3 & 4" fit in? Or is that one more of a problem for said President?
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Who are we to judge beyond legal controls?

Judge not, for in the measure of your judgment, it will be measured to you.

Desire is the enemy of happiness. To abandon sorrow, abjure want.

We are all in wanting. Our want is lesser than the needs of our partners, our friends, and our world.

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Your judgment of me is a reflection of how you judge yourselves.

I pity you.

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Such weird takes. Selling shit is bigger deal than destroying your family?! Fuck money, take care of your family, your lives! Family > geopolitics. Everything trickles down from there
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Excellently put.

I'm glad others agree that his infidelity is a complete nothing burger. Moralising about this is wrong and is a purity spiral.

The Chinese spy thing and illegal dealing with China are far worse but they should be investigated properly.

He shouldn't be ousted from the company he built to be the biggest company in the world because he cheated on his wife.

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> I'm glad others agree that his infidelity is a complete nothing burger. Moralising about this is wrong and is a purity spiral.

Huang himself said his infidelity hurt his wife and his kids. The people rushing to normalize this behavior are elevating sexual freedom above family obligations. Those people are wrong.

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> Huang himself said his infidelity hurt his wife and his kids.

Well...

to what extent do you believe his public and almost entirely content-free apology letter ( https://nvidianews.nvidia.com/news/a-message-to-our-company ) reflects his personal thoughts?

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