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bekman • yesterday at 2:07 PM • 7 replies • view on HN

NVIDIA without Jensen? That’s a huge risk. The company may be bigger than ever but replacing its visionary won't be easy.


Replies

WarmWash • yesterday at 2:57 PM

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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nonethewiser • yesterday at 5:14 PM

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.

yokoprime • yesterday at 2:17 PM

NVIDIA would be without Jensen some day anyway, and he still owns a lot of stock.

hebleb • yesterday at 3:22 PM

Temporary setback maybe, but I guess I don't see how an organization this large can depend so much on 1 person

Zigurd • yesterday at 4:21 PM

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.

mihaaly • yesterday at 2:14 PM

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!

bbor • yesterday at 2:16 PM

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