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Yeah there is probably more to the story. Like evidence he actually did something very damaging to NVIDIA/National security. Knowingly helped smuggled chips, divulged trade secrets, etc. An affair and unknowingly selling chips to a company smuggling into China would not be worth the risk of getting rid of him. He must have already caused pretty large damage that is has yet to metastasize.
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I don't think there is a more hallmark visionary CEO than Jobs, and Apple isn't exactly doing poorly today.

Maybe the veneer isn't there, but it's very hard to make the case that Apple has in any way failed following the loss of him. Cook was pretty mediocre, and it shows that when you have a strong ship sailing, you just need a "not total idiot" to keep it going.

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The counterpart is the state of Apple after Steve Jobs left in 1985. Apple was in dire straits when Steve Jobs returned in December 1996. Granted, Jobs wasn't CEO in 1985, but as co-founder, he had tremendous influence over Apple, though he didn't have absolute power; he left due to losing a power struggle against John Sculley and Apple's board.

I'm also reminded about the state of HP once the founders retired. My understanding is that John Young and Lewis Platt preserved the HP Way. However, Platt's successor, Carly Fiorina, moved the company far away from the HP Way, and HP hasn't been the same since.

This is a sad time for NVIDIA. I hope NVIDIA is blessed to get a Platt and not a Fiorina.

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I think you are not giving enough credit to Cook. He trained under Jobs and is a world titan when it comes to supply chain. He is not some mumbo jumbo marketing/sales guy. Yes under his leadership Apple released some bad bets but he deliberately invested in a vision that Jobs created and spent years teaching him. This couldn't have been sustained post Jobs death unless Cook continued to instill the culture Jobs had created. Else you wouldn't attract the people needed to create marvels like their CPUs.

If someone else that wasn't directly trained by Jobs for years was hired, i'd argue that the culture would start to falter because one thing slides somewhere, then another, then another an soon enough 'A players' don't want to sacrifice their core years at a company that isn't instilling the values they want to work under. Cook himself almost went down that path with his budding career at Compaq. His family thought he was nuts to leave the growing company for Apple of all places. They didn't see the values that Cook saw in Jobs.

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Hard disagree. Jobs polished things that already existed. They were never on the bleeding edge of hardware design and manufacturing when it comes to actual performance and capability.
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Hard disagree with your disagree.

Apple was saved because it abandoned all its pre-1997 software and adopted NEXTSTEP, which Jobs created.

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Right, and he had the knowledge to know that consumers don't care about that stuff. So we got iPhones with excellent usability instead of windows phones with HD displays.
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Building products for consumers and building products for engineers are seemingly not the same endeavor. I loved having physical buttons and a keyboard on the early smart phones. They were proper communication devices. Now they are consumer devices.
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Tim Cook was a lot more than just “not a total idiot”
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NVIDIA would be without Jensen some day anyway, and he still owns a lot of stock.
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Temporary setback maybe, but I guess I don't see how an organization this large can depend so much on 1 person
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That's not a useful defense. I think everyone here knows that Tesla and SpaceX without Elon would trade at a third or a fourth their current valuations. People are invested in breathing Elon's gas. But if it's bullshit, like selling chips to a cut out, and making that cut out a priority customer, that undermine's confidence in all the reported financials having to do with AI.
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Obviously, only him could have great visions about NVIDIA. I am expecting a 'we are going to stagnate, at best, without Jensen' worded admittance now from those poor folks remained in the organisation, with all those visionary thoughts taken away from them so abruptly. CEOs are the one taking the companies forward!
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