Jensen's downfall was expected: with Western ASICs rising, no more mercy needed
teortaxesTex · x · 2026-11-09
The poster says Jensen Huang going down was on his bingo card, though not via this specific route. He argues the calculus has changed: Western ASICs are doing well (TPUs are great, Jalapeno is great, Anthropic will probably do great too), and Chinese R&D is healthy, so there's no more reason for mercy.
More from Companies & People
- Ruth AI and Google host invite-only AI for Social Good women's hackathon in LA — jocarrasqueira · 2026-11-09
- Madison Huang's planned Nvidia visit to South Korea canceled over family issues — ShakeelHashim · 2026-11-09
- Jensen Huang accused of lying to Bloomberg reporters, 'everything is securities fraud' — ShakeelHashim · 2026-11-09
- Polymarket opens book on Jensen Huang exiting Nvidia CEO role by year-end at 10% odds — Polymarket · 2026-11-09
- Early Anthropic employee memoir: equity pledges, FBI briefings, traumatized bureaucrats — LessWrong 精选 · 2026-11-09
- Stanford rewrote CS146S for agents: open-source patches replace one-shot homework — Latent Space · 2026-11-09