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The US had put an export ban, and he clearly skirted it while at the same time banging a suspected Chinese spy. The company he ran like a fiefdom broke the rules set in place by the same country for which he's supposedly a loss.

I don't see it. Nvidia has a lot to answer for, and the fact that Jensen was very successful as a CEO does not shy away from the cracks in the structure.

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Are we saying he was skirting the ban because he was having an affair with a Chinese spy? That seems like a stretch. Jensen was ideologically opposed to a ban, he didn't need any coaxing in that regard.

It was illegal, and I'm sure if this comes to light there will be (major) repercussions, but I don't see it as an immoral move.

Cheating on your wife of 40 years OTOH...

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However the fact he was having an affair muddies the waters on the two. At best, the optics look bad to someone outside. Yes, he could have been opposed for money reasons, and that’s a position that needs no more explanation.

But how do we know he wasn’t being whispered to by the smoking baddie he was trying to impress? Maybe he’d not have taken the risk were he not having this affair but we know what men do when their ego is on the line. Case in point: Musk paying people to play PoE for him and losing his shit when he was caught.

Do I think money is a good enough explanation? Yes. Could I believe that what’s in his pants also played a part? Also yes.

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People at this level get intoxicated with their power. They think they are invincible and can do whatever they want. Often they can. Sometimes it all comes crashing down, here for example, or the case of Eric Swalwell. But they never think it will happen to them.
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The board should be fired next for allowing a CEO to have 60 direct reports and no succession plan.
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It turned them into one of the most valuable companies in history. The board can figure out succession now.
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I am curious which questions you found poorly informed? Jensen Huang started with "China could have trained a Mythos level model" because the resources needed for that were "mundane". Maybe you believe him on that or you know that to be true but maybe mundane is not the right word. Also the rest of his answer did not age well. I think Dwarkesh genuinely wanted to have a deep conversation and not to be a troll.
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It's refreshing to see a podcaster push their guest to defend their positions, after having had the displeasure of listening to clips of Lex Fridman just accepting even obvious bullshit from his guests without any follow up. It sounds like Dwarkesh did the same with Dario, who argued the other side.
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The questions weren't poorly informed just because you agree with what Jensen was saying. He seems pretty obviously to have made drastically poor judgement decisions that potentially affect national security of the US. I don't know if I would consider that to be a huge loss to the US.
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Replaced by a CFO… this is what they always do. And that sign the slow death of the any company.
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A CFO as interim CEO is fine. Their job is to keep the house in order and Wall Street at bay while the search for a new CEO is underway.
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Yeah, this is the standard/textbook move. Keep things moving forward and the financials in order during the search.
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Interim. They just need someone to crisis manage. I’m sure they have veteran capable executives other than Jensen. Maybe the AI focus wasn’t all Jensens idea even
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All of the sudden people care about keeping Nvidia around? Theyve been jerking people around for decades, screwing customers, shitty drivers, exploding power connectors, anti competitive practices for miles.
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Opinions on Nvidia depend heavily on one's shares:gpus ratio.
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Yeah, its just their karma finally paying dividends.
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There are so many people who could fill his position. Not such a big loss
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Replaced for like 10 minutes until the new CEO comes in. This isn't the time to announce the permanent next-20-years CEO.
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He clearly made some very bad decisions or we wouldn't be having this discussion
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> replaced by a ex-CFO.

Let's be clear, she is just the interim CEO (primarily because Huang neglected to ever even start a transition plan) while NVidia searches for a permanent CEO. The names I've seen floated are Rene Haas, CEO of ARM, and Ian Buck, the creator of CUDA.

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I'm not sure what to make of the idol worshipping going on here. He was an average CEO and the train will continue right along. NVIDIA doesn't exist because of some inherent greatness of a single person.
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He saw the promise in GPGPU 10 years ahead of time and kept funding it out of a stubborness despite a lack of returns until it 1000xd the business.

You can say it was luck but it was definitely not "average".

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I can't say it was solely his choice but Nvidia continually made fantastic market moves. CUDA, then their positioning to ride the crypto boom, and then the AI boom. all of that required deliberate planning with a strong long term vision.
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He has poor judgement but I’ve yet to see any of the major consumer hardware companies that understand both hardware and software in the way he did. Or really the value of a fully vertically integrated stack.

Nvidia thrived because it paired great hardware with great software.

AMD and Intel think hardware is enough; it’s not. There’s a reason neither has ever been able to compete with Nvidia.

They have a giant ego, but I’d argue it’s probably well deserved.

Apple is/was similar. They also see that hardware without great software is useless. Spend as much; if not more on software to make your hardware shine.

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NVIDIA doesn't exist because of some inherent greatness of a single person.

Yeah, it pretty much does. CUDA is why they are positioned where they are. Other players like AMD and Intel could have done that, but they didn't, and if they had, they wouldn't have persevered for 10+ years with essentially nothing to show for it.

Whether CUDA will continue to maintain dominance is less clear. It may become a literal victim of its own success, as CUDA-based models gain the ability to migrate themselves to new platforms.

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> He is a huge loss to Nvidia and the US

Let's expect better of leadership than to be criminal.

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