Steve Hsu says Jensen Huang was taken down intentionally:
In the past months I heard on very good authority that Jensen and Nvidia were planning to go hard at producing frontier class open models.
They wanted to verticalize their AI presence, and not depend on OAI or ANT to drive the industry forward.
OAI, ANT, and GOOG are simultaneously competing with NVDA by designing AI chips.
At the same time, Jensen had all but gone to war with NatSec hawks in DC over Nvidia sales in China. As I’ve noted over the last two years, NVDA sold huge numbers of GPUs (~20% of total sales?) to SE Asian buyers and I always thought many of those chips ended up physically in China, or available for remote use by Chinese companies.
This story is much more complicated than you might guess from establishment media reporting.
Jensen was very sloppy to play dangerous games like these while leaving hostages to fate.
This is something we’ve seen again and again, in different countries and industries. The ticket-takers always think they are safe because their coloring outside the box has been protected over and over again, often for literal decades. Think about Russell Brand’s behavior, or Prince Andrew’s, or Harvey Weinstein’s.
Then, without warning, their wrongdoings are suddenly exposed and trumpeted throughout the press. It’s no wonder they tend to react with disbelief and incredulous denial; they don’t understand why they are suddenly being held accountable for things they had been doing for years without a problem.
Police launch criminal probe into David Walliams as victims come forward accusing him of sexual misconduct.
Women have been making accusations about Walliams for years. They’ve contacted the police and provided very credible reports. Everyone on the comedy circuit knew about him. But nothing ever happened until now.
The thing is, the Black Rider almost always throws his own from the horse sooner or later. There are the occasional exceptions, such as George Soros, who has lived a long and full life. But it should never be surprising to see a ticket-taker suddenly, and more or less inexplicably, fall.