alt Hacker NewsAs an Nvidian, I strongly disagree. I'm sure somehow the company would be fine in the long run without him, but until today I believed that his vastly superior judgement to his peers is to credit for Nvidia's success. Not to minca words, I think he is a far more qualified and intelligent CEO than pretty much anyone in big tech. There's a reason Nvidia doesn't have to lay people off ever.
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I don't think the second half what you're saying is true. He has had a good hand, yes, but I think what we're seeing is "simply" the effect of a successful company being run by one of its founders. There is always a kind of reversion to mean once a successful company moves away from founder control, and that hasn't happened for Nvidia.
> ...but until today I believed that his vastly superior judgement to his peers is to credit for Nvidia's success.
Have you considered how many billions of dollars of Nvidia sales were through entities diverting chips to China?
While there's no doubt that this is not the majority of the company's revenue, it's also not an insignificant amount.
If you had to pin Nvidia's success on one thing, the honest answer would be "right technology, right time." Without AI...And the questions about how sustainable that market is are now being asked by the market.
I think that says more about other CEOs than of his brilliance.
> until today I believed that his vastly superior judgement
What changed today?
Every major leader and CEO has obvious blind spots. They're geniuses at X but idiots at Y.
Look at all the great CEOs with ridiculous political views. It's fine: they do have vastly superior judgement, just not in areas where it doesn't directly affect their business.
For the NVDA CEO, it happens to be a woman. That puts him in probably the 80-90% of great leaders on whom that works.