Investors urge NVIDIA board to go slow on Huang succession; Marcus slams the letter
GaryMarcus · x · 2026-11-14
A letter signed by Altimeter's Brad Gerstner and Atreides' Gavin Baker urges NVIDIA's board to run a slow, deliberate leadership process after recent events around Jensen Huang's departure, keeping all options open including his return, with Colette Kress leading in the interim. Gary Marcus amplified a scathing investor take calling it one of the most nauseating letters ever seen, accusing tech-podcast investors of financing an AI buildout he calls one of history's greatest capital misallocations. (Letter's authenticity unverified.)
More from Companies & People
- Weekly AI recap: Nvidia's six-week slide, Anthropic IPO pricing, Google's four releases — xiaohu · 2026-11-14
- Job hunter's trick: fix a real issue in a startup repo, send the PR as evidence — minhnguyen · 2026-11-14
- Bill Ackman Defends Jensen Huang Amid Scandal, Citing a Personal Favor — lifebypixels · 2026-11-14
- Jessica Lessin: 'As Jensen created the AI boom, it created him' — NinaDSchick · 2026-11-14
- Coinbase CEO: merged 46 PRs across 10 repos in 14 days part-time by talking to agents — ycombinator · 2026-11-14
- Switching from global health to AI safety: one grantmaker's candid career reflection — austinc3301 · 2026-11-14