If Jensen leaves Nvidia, the AI bubble bursts — 'fast or slow, but it starts then'
dbreunig · x · 2026-11-09
dbreunig frames Nvidia's paradox: one could argue Nvidia is so strategic that Jensen Huang has to go, or so strategic that he has to stay. His personal view: "if Jensen leaves, the bubble bursts. Fast or slow, but it starts then" — reflecting how tightly Nvidia's valuation is tied to its CEO.
Related event: Commentators Debate Whether Huang Should Stay or Leave Nvidia(3 posts)→
More from Companies & People
- Meme: Jensen Huang "was just exploring those Chinese models" — _jaydeepkarale · 2026-11-09
- Sequoia's new chiefs sweep away remnants of the Roelof Botha era, FT reports — davidyin44 · 2026-11-09
- Matthew Berman: OpenAI's honeypot warning email to staff 'doesn't seem so crazy anymore' — MatthewBerman · 2026-11-09
- Gary Marcus backs Ed Zitron: US data center capacity additions halved in Q4 2025 — GaryMarcus · 2026-11-09
- Distributed Systems pitches AI infra for autonomous one-person $1B companies, YC app in review — arthurcolle · 2026-11-09
- AMD CEO Lisa Su: Meta Muse hit 10M activations in 45 days as AI adoption accelerates — rohanpaul_ai · 2026-11-09