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nsoonhui • today at 12:56 AM • 8 replies • view on HN

It's not immediately clear that Jensen is as visionary and indispensable as some people claim. True, under his watch, Nvidia rose from a relatively obscure company to one of the largest companies in the world, and even a national asset. But it's really hard to believe that these achievements are due to Jensen's brilliance. Jensen didn't create the crypto mania that propelled Nvidia in the 2010s, nor did he create the current AI revolution.

To me, he had the good fortune of standing in the right place at the right time. He is no Steve Jobs, who almost single-handedly started the PC revolution and the iPhone revolution. This is not to deny his brilliance and business acumen, but I think too many people overstate his contribution to both the company and the United States. Of course I could be wrong so I welcome correction or alternative viewpoints.

Speaking of the US, Jensen has indeed become a liability. A compromised CEO is, of course, a liability to a national asset, and a politically toxic one at that. Nvidia is a business with sensitive political ties now. It can't afford to appear compromised in the eyes of Washington. Therefore, Nvidia's stakeholders must let Jensen go; otherwise, it will affect the company as a whole.


Replies

modeless • today at 1:12 AM

Jensen made basically two visionary choices. The first was to promote GPGPU with CUDA across their entire lineup including consumer hardware. The second was to specifically invest heavily in supporting machine learning way before anyone else in chips cared. CuDNN came out in 2014, just two years after AlexNet. Three years before the transformer. Eight years before ChatGPT. Before PyTorch. Before TensorFlow. Other chip CEOs probably hadn't even heard of AlexNet in 2014.

Assuming these decisions are attributable to him personally, then he absolutely deserves the description "visionary". That said, he's made plenty of other choices I don't like, and also invested in plenty of silly stuff that isn't panning out for them. I don't really think Nvidia needs a visionary right now. They have the best business in the world and they just need to execute. Regardless of whether he deserves to be ousted, the company will be fine without him for the next decade at least.

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dainank • today at 10:23 AM

It still baffles me that most people don't realize how success in 'business'/'leadership' positions has almost nothing to do with an individuals skill/intelligence in leading/decisions but simply mere luck and timing. You could argue that to attain a high position in a company requires some level of shrewdness and intelligence though, but that is another game.

The common argument is, well 'x' leader has had success in 5+ companies! Surely they must be excellent visionaries. Firstly, no single person in their lifetime can possibly launch/aid enough companies to success to have a large enough sample size to prove they are a factor for success. Launching 'x' amount of companies is great but its still such a small amount that it cannot really demonstrate anything. Secondly, once you have had success once, you gain connections, wealth, e.t.c. that only bolster further endeavors that you do even if they are pretty bad ones.

Ofc, there are things an individual at the top of a company can do to make 'good decisions', but this is mostly just selecting the right people below you to delegate to (thus reading/spotting talent well) and listening to your data and people to get as much information as possible before making overarching decisions based on that. This is what I consider common-sense and what most people do in their day-to-day jobs all the way at the bottom of companies anyways, alongside all their regular hard-work (engineering e.t.c.). Upper management just has the luxury of only have to focus on the common-sense dull part; listen to incoming data, make obvious meta decision.

boringg • today at 12:59 AM

You are really not giving the man any credit - I suspect you weren't part of the GPU era of video games and don't understand the roots of nvidia. That man hustled that company. You can't say things like "right time and right place" without being a little blase.

RussianCow • today at 1:03 AM

I don't know much about Nvidia's history, but isn't Jensen largely responsible for CUDA and the company's monopoly on machine learning hardware? It wasn't an obvious bet at the time that this would pay off, but Nvidia sure poured a lot of money into making their software stack so good that nobody wanted to even consider other options.

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asdfsa32 • today at 12:59 AM

Yes, you're entirely correct. But you're also underestimating the people's potential to squander great opportunities like these. Look at AMD for example, they had a good head start over nvidia yet they haven't done anything remotely as good.

justsomehnguy • today at 12:59 AM

> He is no Steve Jobs, who almost single-handedly started the PC revolution and the iPhone revolution

by being ousted from his own company and using his golden parachute while * being bought back*?

ThomPete • today at 12:59 AM

Under his watch? You mean the entire time from the very beginning. He built the company from nothing and you are not sure he is visionary and indispensable. can't make this shit up :)

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