Jensen Huang Wasn't Too Big To Fire After All
November 12, 202600:44:39

Jensen Huang Wasn't Too Big To Fire After All

In this special edition, Jason Howell and Jeff Jarvis react to Jensen Huang's resignation as Nvidia CEO, one day after they asked whether he was too big to fire. They cover the reporting on a second affair, the board's swift move, Colette Kress stepping in as interim CEO, and Nvidia shares falling 14% at the open before recovering much of the drop.

Also in this episode, they look at who could replace a legend, from Ian Buck to Rene Haas to Trump's pitch for Tim Cook, and Jeff argues the whole saga shows too much power sits in too few hands. New episodes every Wednesday at aiinside.show.

CHAPTERS

00:00 - Special edition opening

01:17 - Jensen Huang resigns

04:28 - The market reacts

06:28 - Colette Kress takes over as interim CEO

14:50 - Too much power in one person’s hands

21:18 - What Huang’s exit means for open-weight AI

27:18 - Who could take over Nvidia?

31:28 - How Huang built Nvidia

36:31 - Goodbye, leather jacket

Chapter times may vary with dynamic ad insertion.

STORY LINKS

NVIDIA Announces CEO Transition

Nvidia’s Jensen Huang resigns, chipmaker names CFO Colette Kress as interim CEO

Jensen Huang Said to Have Had Relationship With Nvidia Executive Who Reports to Him

Nvidia CEO Jensen Huang resigns amid spy, affair scandals

Nvidia board prepares to oust CEO, name interim chief

Nvidia Drama Triggers Difficult Search for Huang’s Successor

Jensen Huang is gone. Will the AI industry pay the price?

Jensen Huang Built Nvidia. Its Chips Made the AI Boom Possible.

Kalshi is betting on replacements

Trump has a nominee

Jeff Jarvis

Jason Howell’s PodTuneUp

Hosts: Jason Howell and Jeff Jarvis

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00:00:00 - 00:00:12
Hey, everybody. Welcome to another episode. A special

00:00:12 - 00:00:31
episode of AI inside. We had our normal episode yesterday, which is Wednesday. Today's Thursday, November 12th. And, you know, there's just some things happening, and we thought we'd just spin up a live stream and talk a little bit about these random little things. It's not a big deal. But on one of your host, Jason Howell, and, joined by Jeff Jarvis, how are you doing, Jeff?

00:00:31 - 00:00:53
This is me hanging my head in shame for being so wrong. There is no shame on the future. Oh, wrong. That's the thing. I'm writing a piece right now about how journalists shouldn't predict, and I predicted so wrong last week. I dismissed the story. Yesterday I said he's too big to fire. I thought if I had a sword, I'd fall on it.

00:00:53 - 00:01:17
I was so wrong. I mean, you know, we can't get everything right. And, it's it's all gas. Actual reality happens. So, I mean, if anybody's been living under a rock, I'm imagining most people that follow this show have probably been paying attention today. But this morning started with a doozy, because Nvidia CEO Jensen Huang is no longer CEO of Nvidia.

00:01:17 - 00:01:46
He is out and out by his own announcement resignation. Who knows what's behind that resignation? Very likely. Nvidia and him had some some very oh well certainly they had strong conversations and I'm guessing Nvidia basically said like, well, we will allow you to resign instead of being, you know, shamed by being fired or whatever of the company that he founded.

00:01:46 - 00:02:05
Exactly. He founded, yet yesterday, after we got off the air quotes air, it came out that he also had an affair with a subordinate of his age. Appropriate. Let's give him that. But the vice president of the company as Kimberly Powell, right? Yeah. It sort of became pretty evident. Then the board said they were meeting immediately.

00:02:05 - 00:02:26
The board never had a chairperson. Now they have a chair. And this all happened there in less than 24 hours. And and he's gone. Now, imagine if he has set up what he thought of the company, if he'd set up the stock structure like Mark Zuckerberg did. And you can't fire Mark Zuckerberg because he has majority voting power.

00:02:26 - 00:02:55
Better. Okay. So not only did, Jensen Huang not set up, I mean, I mean, it's not like, you know, hindsight is 2020, but not only did he not protect himself on the Nvidia side from something like this, he also didn't protect himself on the on the marriage side. He didn't have a prenup. So they have oof man, one thing going into this that I want to be sure of, at least from my own perspective, is that I think, yes, it's horrible.

00:02:55 - 00:03:20
Like men in this case, you know, Jensen Huang make horrible decisions because they can't keep their thing in their pants and whatever. There's a whole like, other side of this that is related to his infidels and the impacts on his family. And I think that's absolutely awful. I feel it, it's tragic. His family. Yes. It's tragic. I feel particularly horrible for a, bad for his for his wife, for his kids, his family.

00:03:20 - 00:03:39
They, whether they wanted to be or not, are now pulled into his kids who work at the company, his kids who work at. I mean, it's just it's awful for them. For me, the important thing here is far less about the infidelity aspect, which is what the tabloid kind of side of news coverage is going to focus on for this show.

00:03:39 - 00:04:06
I think really the most important thing here is Nvidia is as big a player in this entire moment in technology and artificial intelligence as it gets. And what does this major of a move from the guy who founded the company, the guy who everyone looks at Nvidia and, I mean, the people who follow technology, they see Wang, you know, Jensen Wang as the player making this all happen.

00:04:06 - 00:04:28
Suddenly he's gone. And the reasons for that is a whole different story. What does that mean for AI now that we're in this reality, this timeline? It's crazy. Exactly. And he was a real visionary, in AI as a whole. He supported open weights, heavily. There was an editorial somewhere today saying that he was right about, wanting to sell chips to China.

00:04:28 - 00:04:45
If they had sold chips to China, maybe China wouldn't. So he tried so hard to do things like this. Yeah. Interestingly, Jason, the stock market's reaction. Yeah. I was going to ask you about that because I don't follow that too close. So it went down the stock with this morning. We were down as low as 14%.

00:04:45 - 00:05:09
Now it's only down less than 5%. So I think the market belief I saw one analysts say or people buy chips and they need these chips. So the demand is there for them. So, what is it done right now? Five little over 5.42. Yeah, it's down 5.42. You see, this is this is why I don't follow the stock market because sometimes I get confused 5.42% down 9.41.

00:05:09 - 00:05:43
That's like the point value. Yes. Yes. That's what he. Yes. And so and AMD stock is up. I think last I looked about five, 5 or 6% TSMC stock, they're a huge supplier to Nvidia is down a little bit. And so the market is not, terribly upset. Last night on Intelligent Machines, where we had the advantage of knowing that the board was looking to fire them and, that it had the second affair.

00:05:43 - 00:06:11
Leo Laporte, our friend, wondered whether this starts to puncture the bubble, and I. I'm not gonna predict anything because I not got a prediction I shouldn't predict anyway, but so fair question. So far it's not. So far it's not. I mean, but it is also incredibly fresh. Although market reaction tends to be very reactive. Yes. You to the moment and the market, we're looking for an excuse to puncture this bubble.

00:06:11 - 00:06:27
This would have been oh that's interesting. Yeah. Marcus, would be a good fall guy for the bubble to go pop. Yeah, because all they're doing is playing their hunches anyway. And so they look for the excuse to play the hunch and the timing. So I think that's where it is. I think it's good for AMD. It's good for Google.

00:06:27 - 00:07:00
Yeah. Because they have competitive chips and that's not a bad thing. In terms of the company itself, the CFO, whose name I'm suddenly forgetting, is going to take over as interim, Colette. Kress. Now, interestingly, Kress she's interim CEO now, and, and the board has a chair now, interestingly, she's the one who was the architect of the financial structure that put Nvidia in the middle of all of this, of giving money to people so they could buy the chips and blah, blah, blah, blah, blah, circular financing.

00:07:00 - 00:07:25
Exactly. So that may be seen as a positive or a negative. But what what just on a on a nitty gritty level, she's got 60 reports. Yeah, 66 zero. That kind of sounded like 60 600 or, Jensen Huang has a ton of people reporting to him, including the person who he, had. Yes. Internally had an affair with, by the way.

00:07:25 - 00:07:47
So how do you. That's kind of as we know of two. I mean, are there others? Who the heck knows that at this point the damage is already done? Well, there was a story yesterday that somebody, took a picture of Wang and his subordinate at an event in a hotel, and, Nvidia security came up and saw that and got the person to sign it in the NDA.

00:07:47 - 00:08:14
Right. So if you're if you're a security just happens to have a day's worth of any time. Okay. Is this just the kind of thing that happens when you're at this level? You know what I mean? I mean, I'm not saying that to excuse anything. It's horrible. I feel horrible for the family, as I've said, but I also kind of don't don't expect that other people in this, like, high powered and the current presidential administration doesn't do any favors to the counter of this, this question either.

00:08:14 - 00:08:35
But know this. I'm sure this happens in a lot of other companies where I'm guessing anyways, it seems like it's that the environment is ripe for this sort of thing to happen. And then you've got the architecture, the whole machinery behind. We got to keep this, this, you know, keep this out of the news so that this company continues to make the money and continues to have the influence and everything.

00:08:35 - 00:08:56
I wouldn't be surprised if this is like this happens in a lot of other companies. We just don't hear about it because they're really great at keeping a lid on it. Yeah, yeah. The hubris, it's a gas, but the hubris and libido come together. And, you know, it's a great way to put it. Eric Schmidt was fairly open about having, lady friends.

00:08:56 - 00:09:22
He's still married, and they still run their foundation, and they that's how they work it out, and that's okay. Jeff Bezos obviously, changed his lifestyle considerably. Elon Musk, for God's sakes, is making babies all over creation. He's consorting with the Russian government. As our ambassadors go to Russia today. Starlink's not working well again. Yet he's still got his gigs, and he's worth a fortune.

00:09:22 - 00:09:39
Yeah. So there's different standards here. If this had just been a plain old affair. I read Glenn Greenwald, who's always a conspiracy theorist. The the journalist, was just on Twitter saying, I don't know, something somebody must really had it out for him because other company, other CEOs have affairs all the time. Why is he ousted so quickly?

00:09:39 - 00:09:59
But I think the China angle here, I was you now, I saw a member of Congress came out of a, closed door, briefing yesterday and said it's not at all clear that she was a spy. She could have just been a useful idiot for the Chinese. Right? Right. So there's a couple things here. Is that is that she may or may not be a spy.

00:09:59 - 00:10:25
Wong may or may not have known that she was a spy. Maybe she wasn't. It was still indecorous of him. In any case. Not smart. And the government knew this when? When? When Trump went to China. Remember? I'd forgotten this. They stopped. Air Force One stopped in Anchorage and picked up Jensen Wong, who flew there to go to China.

00:10:25 - 00:10:50
Okay. And and and if the timelines on this story are right, Trump knew then that there was suspicion about Wong having an affair with a Chinese spy. Even so, they picked up Wong and took him to China. Right. So what's the government's role in this? I mean he's out period. It's done. There's no there's no mitigating any of this by any of those factors.

00:10:50 - 00:11:08
Maybe he'll get a job with the administration. Well, the last two years I would be the eyes are I think that's that's exactly what I was thinking earlier. I was like, well, actually, that might actually happen. I would not be surprised. It would not be surprising in 2026. Who the hell knows?

00:11:12 - 00:11:28
You know, and I wonder what if he had 60 reports that you could say that that was a flat organization, but you could also say that everybody was siloed and that he was the holder of a lot of knowledge.

00:11:28 - 00:11:56
Yeah. And what is the company lost with him as you asked him today. What's a Nvidia worth or what's Jensen Wong worth as a subset. And we don't know yet. Yeah right. What will the impact be. Because the view the view from the outside looking in has for a very long time and I think rightfully so bin Nvidia is what it is today because of Jensen Huang and his his leadership, his knowledge.

00:11:56 - 00:12:15
You know, I saw a post from Joshua Topolsky, online earlier this morning where he's like, you know, all things aside, like, this is a sad day for technology because of what Jensen Huang has brought to the technology industry. You know, it's it's it's easy to pile on right now because it's the news of the moment and. Oh yeah, wag finger.

00:12:15 - 00:12:33
You know, it's another moment where, where a man is, is, is caught doing this horrible thing and whatever. But but you know, you got to balance that with the fact that he has brought a lot of really great things, impactful, important things, to the world of technology. And that's a loss to not have him in that role.

00:12:33 - 00:13:01
Yeah. He was a sane voice in an insane industry. Yeah, right. I mean, we got you know, Musk is beyond like a little, we were talking yesterday about Dario today and his health claims. It turns out Paris Martineau did a little deeper reading on this. And the way that Dario Almunia thinks they're going to cure diseases is by understanding which, embryos have the propensity to.

00:13:01 - 00:13:23
The diseases. Well, that's eugenics. That's eugenics. That's eugenics. Period. Right. So you've got that's what's that? And all the boomer stuff is in charge of, of anthropic. Then you have, Sam Altman, who's not even an engineer, and he's wacky enough to try to get rid of him over there and unreliable and not always truthful and so on and so forth.

00:13:23 - 00:13:37
That's the problem here, is that I. I keep on saying that. I'll say it again. AI is in the wrong hands. And Jensen Wall was the same as to the bunch. I was going to say he was. He was the one that we would have said it. Yeah, yeah, he's doing all right. You know, he's. Yeah. Right in the right position.

00:13:37 - 00:14:05
And so in the, in the comments, I don't know how to pronounce his chisels. Christmas chisels. Yeah. Who the who the heck knows? Says that tech leaders are huge. Usually overvalued, especially monetarily. And, are nightmare. Says most cases agree, but that Nvidia wasn't run properly with Wang having such ironclad control.

00:14:05 - 00:14:25
And, you know, I think if you add in the election here, if people would start talking about Gary on Monday, if they remember the craziness of Elon Musk, if the if the documentary about him weren't four hours long and I'm trying to get through right now, it's a hard slog. If where is that? Is that on Amazon?

00:14:25 - 00:14:49
You can now get it anywhere. Yeah you got to pay but you can get it. It's it's it's, complete. That's why it's four hours long. But it's hard. It's just, you know, it's a hard watch. But anyway, it should people. It struck me. Yeah, he I should have it. If people will start concentrating on on that and the distrust of billionaires as a class.

00:14:49 - 00:15:13
You know, I think this just indicates there's too damn much power in single hands. And they're human and they're frail and they shouldn't have that much unchecked power. And so I don't know whether this will lead to any. And I'm sure I'm not going to predict anything. This will lead to any, further thinking about who's in charge of technology and about billionaires.

00:15:13 - 00:15:42
But it's time to. Yeah. Wow. Well, it's I think it's absolutely time to. I would completely agree. It feels like now more than ever, that concentration of wealth and wealth directly related to power. And I mean, there's a lot of distrust for for billionaires, you know, any one person having that kind of wealth, you know, I continually hear, like, you got to be a certain kind of person to want to pursue and to feel comfortable in that position.

00:15:42 - 00:16:10
And I think largely at the end of the day, it usually seems that they are very, they're very self self-righteous, self-centered, you know, folks who get into that position because that's kind of what you need to be to be able to to find yourself there and make and make the the relationships and the decisions and, and everything to get yourself there and let us know that those people should have all that money and and all that influence and power, you know, they're all men.

00:16:10 - 00:16:34
Ellen. That too. Yeah. So I put up a post yesterday from the Pseudoscience Zeitung. I put up a post as this, a statue of a, of a naked man naked, and, and blue sky, censored it twice and said it was adult content. It's a statue. But anyway, you can see the whole man went that way, and I'll just quote the Google Translate of the, subhead.

00:16:34 - 00:16:58
It's crystal clear that humanity won't disappear from the face of the Earth because of climate change or artificial intelligence, rather, as the Jensen one case demonstrates, once again, because of the greatest conceivable weakness, the penis. It's men and men have too much power. And men in that position of power do these kinds of things. Yes, they think they are invincible.

00:16:59 - 00:17:18
Yeah, I think they are invaluable. Think we can get away with it? Which is, I mean, which, yes. And I think to a large degree they do get away with it because of all those things. Yes. But then you see, after the fact, like the video footage of Jensen Huang with his arm around such and such and. Oh yeah, and the NDAA and all these things.

00:17:18 - 00:17:35
And it's like, God, if you're doing that, though, don't you think you want to be a little bit more like under the radar than, you know, it's almost like they lose sight of the fact but, of the fact that they are human and that they are infallible. Or is this fact it could come crumbling down or. Yes, you're exactly right there.

00:17:35 - 00:17:56
Right? Or is this part of the thrill? You know, it could be. You know, although that's a pretty horrifying boy. Is it ever the. He was he was the founder and CEO of the largest company on earth. Yeah, yeah. And now he's nothing. I mean, he's got money. So then. Okay, so then what what does that say about or.

00:17:56 - 00:18:17
I mean, it's literally it happened today, but what about or what is the rebound for Jensen Huang at this point. Like what what do you think what happens. Because he's got to go now that I think there's hearings, you know that they're going to be hearing scheduled. Lizabeth Warren is having a castration fest against these men and these billionaires.

00:18:18 - 00:18:41
Yeah. And they'll deserve it. Yeah, there'll be a lot of that. But at some point it dies down. At some point, long enough timeline, it eventually dies down. I mean, a lot of the MeToo stuff that happened years ago, you know, a lot of the figureheads around that have resurfaced and they've kind of re, you know, re spun their, their public facing, identity, I guess.

00:18:41 - 00:19:05
And I think, you know, that's going well enough for, for certain of them. Which is not to say that like I don't feel personally that, that everyone is that someone is absolutely 100% unforgivable. Like, oh, I agree, I think, I think we can atone to our mistakes and we can find our way on the other side and prove to the world, hopefully, and probably not to everyone, because some people are completely unwilling to accept atonement.

00:19:06 - 00:19:26
But I do think that there is a there is an ability in humanity to make a horrible mistake and come out the other side and say, you know what? I made a horrible mistake. These are the ways that I atone for that. I deserve to live a life. Now, you know, I the qualitative difference here, I think, is that if if what he did was in fact fully consensual.

00:19:26 - 00:19:47
That's one matter if that was totally the case that it's completely different. Right. Yeah. Sure. Absolutely. And I mean sleeping with your subordinate is you know even when there is consent there it it really confuses the situation. Yeah. And and the CEO who colluded with a subordinate at the concert and apparently they didn't yet consummate their canoodling.

00:19:47 - 00:20:08
Even so, he ended up out of the company, because it was inappropriate. So, yeah, it's inappropriate. It may or may not rise to the level of MeToo. Let's say it doesn't then. And so it's supposedly worth up to $145 billion. But I don't know how much that was. Future. And yeah, it's a good question.

00:20:08 - 00:20:33
I wonder what things. But you know what it's always worth. 100 billion is worth still 80 billion. An insane amount of, you know, it's an insane amount of money. Yeah. So I think, you know, he could if you look like, Milken Institute, was started by a junk trade bottler, Michael Millican. Michael Milken.

00:20:33 - 00:20:57
Basically, what was his history? He was, he was the junk, but he was, found guilty of felony charges for violating U.S. securities law. I think he went to prison. But then he started the Milken Institute. And they have all kinds of, meetings when people come and they gather around them and and he's lost his cooties to a great extent.

00:20:57 - 00:21:17
Henry Blodget, was forbidden from trading, I think, for life. But then he started, Business Insider and, goes to Davos and, so, yeah, I think there is a, there is an opportunity for this, I guess if I were advising and doesn't want well, Nvidia hired a crisis PR person in the midst of all this.

00:21:17 - 00:21:43
He needs his own, for sure. I guess that I would say that the thing to do is to keep on supporting the things that he believed in, that we need, and I would start with open wait. I. Yeah. Well. And he's how much of the company's dedication and devotion to things like open weight AI is a matter of him driving the bus, right?

00:21:43 - 00:22:01
Or as a matter of kind of company priority, and someone else comes into that role. And do they share the same vision for that, or does it go in a completely different direction? That'll be interesting to see. Yeah. Yeah. What do you think happens to open? Wait, do you think it has an impact on that? Oh, boy.

00:22:01 - 00:22:37
What do I even think right now? Because it's so much, so suddenly, I'm not sure. I think I, you know, does it does it impact the the kind of drive and push toward open? Wait. I'm not sure that it necessarily does, because, I mean, just because Nvidia is supportive of it and, you know, kind of building some of their business around that as a future doesn't necessarily drive the, kind of the, the, what is it the gains or the reason people might choose to go open, wait or want to go up and wait?

00:22:37 - 00:22:57
Nvidia is not the only company that's driving that bus. There's a whole lot of other. Absolutely not. It was. It was he was the highest level supporter of it. He was the highest level supporter of it. And you know, I think it I think they will be really curious to see how Nvidia goes forward related to that. But I don't think it it damages, the progress that we're seeing in open weight.

00:22:57 - 00:23:23
He was certainly a vocal supporter of it, and that probably does a, you know, goes a long way in, in, communicating the values and the benefits and convincing people and into supporting it, versus not but I don't know that it necessarily goes away because of this. It just, at least for the time being, lose, loses a very strong and potent supporter of it.

00:23:23 - 00:23:55
What do you think? I don't know either. Yeah. It matters greatly. And I think and more I think about it, the more I think that that if he were to try to redeem himself, to started institute of some sort, to do it alongside a university, to advocate for open weight and growth here, I think, would be something good he could do.

00:23:55 - 00:24:17
I think it matters, without his voice. Sit up and wait. Yeah, I think you're right. It was just support, wasn't the center of it. The Chinese are still a huge part of us. That's a whole other question. Presuming if she was either a spy or a useful idiot. And they say this was orchestrated. She was introduced.

00:24:17 - 00:24:42
According to one story. She was introduced to Jensen Wang by her own husband. Yes, I saw that, right? Yeah, right. That's okay. So I think this looks like a victory for the Chinese. What do they do with it? That's another question I don't know. So is this a victory for the Chinese? Because if he's, like, leading the I guess, I guess to some degree it is.

00:24:42 - 00:25:04
But also front on the side of the open weight thing. If he's leading one of the biggest comp tech companies that exists, supporting open weight with the hardware, which is largely what China wants to bring to the world, is their own open weight models, then they kind of lose, at least in the short term. That's a good point to for he was an advocate for trading with a very strong advocate for that.

00:25:04 - 00:25:32
Yeah, yeah, it's a good point. Yeah. But who knows. I mean this really does feel, you know, and we're probably going to learn a lot more about this in the coming weeks and months. But it does feel like like there's a lot of people online right now going to serious dimensions. And deep depths in the kind of deep state and, you know, all of these crazy directions that that people go now in 2026, you know, on social media.

00:25:32 - 00:25:52
And it makes you wonder, like, is this really a story about infidelity? Is there is there a reason that this is happening now? Like, if this has been known about for a while? Yeah. You know, there's always the question of like, well then why is now the time that it's suddenly happening? And it is very interesting to see this happening.

00:25:52 - 00:26:18
Post election when we see such change coming to the AI world, because of the midterm shift and, the changes that are inevitably going to take place here in the US to the big tech companies involved. Yeah. So we're going to see a push for regulation. We're going to see a push, as we said earlier, against billionaires and billionaires in tech.

00:26:18 - 00:26:41
Yeah. I mean, I, I guess if you're if you're a fan of AI, I guess the fear could be that it could be over their definition, over regulation. Like this is why they're like why did you have to screw it up for us. Right, right, right. They don't like us anyway. And now and now it's harder to defend us.

00:26:41 - 00:27:01
I'm speaking this if you're, I mean, I you know what? I'm certainly not. Right. I guess that's going to be their rationale. It doesn't matter if Sam Altman's out. I mean like people don't like him anyway. And somebody would replace them. That already happened once like you know. Oh but I would have gone on without Sam Altman.

00:27:01 - 00:27:15
Yeah. He got a movie out of it. So it's all good. Yeah, that's what I was thinking. This needs to be a movie. It's a mini series. Throw this. Novak's. Oh, yeah. The family dynamics of this,

00:27:18 - 00:27:32
So then succession. Yes. The president has weighed in. I'll read his, his post. Now, the Nvidia CEO Jensen, one who has done a fantastic job, has resigned.

00:27:32 - 00:27:56
There is only one man to take his place. Tim? That one will be of Apple. A legend replaces a legend signed President Donald J. Trump. Does that just jokey? I mean, I put that out as a joke online. I was like, oh yeah, Nvidia is Tim eggs cooked question mark. You know, it's it's but I don't know.

00:27:56 - 00:28:20
Could you really see Tim Cook. No. Coming up. Oh there's this is two specialized. This is two incredibly technological, as you know, of watching the show. I was a student of Jezza long's, keynotes. I'm gonna miss them terribly. Because he always taught lessons about a very complex technology and brought it into into understandable English, which I think matters.

00:28:20 - 00:28:50
So the the Kelsey has three nominees. Ian Buck, who is an insider in, I was in charge of some big part of what it is. I can look it up in a second. I'll call it Chris was the CEO of CFO, who is a GM. Buck created Cuda, and he's been inside Nvidia since 2004. And then Renee Haas who CEO of aam arm right.

00:28:50 - 00:29:10
Ex Nvidia right XM video. So those are three interesting guesses I don't I don't know a thing I think it's got to be somebody who understands this very complex company. Because look at all the all the tentacles that they have. It's not just hardware. It's not it's not just chips. It's data centers and everything that power them. Right?

00:29:10 - 00:29:46
Is all of that. It's Cuda and the operating system of AI. It's robotics where one of his children works. It's, open source, open. Wait, models. It's, all kinds of software within Cuda that's beyond operating system. It's a very, very complex company. And the the the lead time for something like Vera Rubin is huge. The complexity of dealing with these suppliers is gigantic.

00:29:46 - 00:30:13
So you got to have somebody who has an understanding of this stuff, in there. And those sound like three reasonable guesses, but I don't predict. Yeah, yeah. I think honestly, you can I be honest, I think this is the first time I've ever gone to the call She website. Same here. I think I've called she a prediction things and I just immediately recoil on like, you know, back in the day prediction markets before they got corrupted like this, they were interested.

00:30:13 - 00:30:36
They were kind of a, another way to gauge possibilities, but then make them completely corrupt. Yeah, yeah, totally. Well, and, by the way, it was a nightmare. Thank you for the super chat. Appreciate it. Thank you so much. Says the the response would have been very similar as the iPhone was a transformative technology, and jobs at the time was seen as the reason.

00:30:36 - 00:30:56
Oh, sorry. Sorry. The one that I meant to read is the closest recent comparison would likely be if Steve Jobs had resigned a year after the iPhone launch. I think that's pretty pretty appropriate. Well, I think, you know, it's it's it's all the more. So when Steve Jobs was ousted from Apple, it was an existential risk. The company was not doing well at the time.

00:30:56 - 00:31:27
The company was not doing well, though. Nvidia do it gangbusters. Yeah. Yeah. Good point. Good point. You know. Yeah that's interesting. Yeah. I, I in the long run I think it's a he's a damn fool. But it's also a damn shame. Yeah. It is disappointing. He's he's been Yeah. He's, he's been fun to watch in this role and his, his mark on technology like we've said, you know has been, has been, pretty pretty incredible.

00:31:27 - 00:31:54
To say the least. You know, he was 30 when he founded Nvidia. That was back in 1993. You know, the company over time nearly went under, at least a couple of times over that time. I have a few little like, touch points here, 99 was the IPO year, G-Force 256 that year as well, which Nvidia had marketed as the world's first GPU GPUs.

00:31:54 - 00:32:20
As we know, pretty darn big deal. Pretty like, like pivotal to the technology that we use today. And, yeah, a lot of a lot of other moments. 20, 23, $1 trillion, first company had ever hit, 5 trillion. What? That was 2025. So that's the last couple of years in the, in the world of, of AI and, it's GPUs.

00:32:20 - 00:32:41
And I think also suddenly realizing and figuring out that their business around GPUs wasn't as much about gaming and graphics anymore. Suddenly it was about like, oh, holy crap, there's this whole other thing that's changing the world. And they were right. Company, right, technology right time. Yeah, that's that's that took me a long time when we started. When you started the show was when I got involved in the.

00:32:41 - 00:33:03
I was to understand that is how the holographic game get graphics chips. Have anything to do with this? Yes. And I understood that for me. Understand that too. Yeah. Right. But you're right, it was. I don't think it was planned that way. It certainly at all. But Jensen Huang had the vision to understand as soon as he saw that first glimmer of what this could be, he ran with it.

00:33:03 - 00:33:37
And he had that vision. And I think that's important. Yeah. And ozone says the bottom line is that the tech is unchanged. The company will likely do a heavy reorg to avoid this type of thing going forward, that the product value to the market remains the same without Wang. I'd agree with that. That's kind of that's kind of a good way to kind of put what I was thinking when you asked me about opens the open models and stuff is like, just because this happens didn't vedere doesn't change the technology doesn't, you know, it's, it doesn't it doesn't actually change that the tech exists and that it's good for what it's good

00:33:37 - 00:34:03
for, and that that development will continue, you know, so, so interesting. I'm looking at Gary Marcus, who of course is a critic of, of everything here. He says he, he comes in, supporting the idea of Tim Cook, saying, one of Trump's less crazy ideas. I doubt cook would want the job, but he knows chips to some degree and logistics extremely well.

00:34:03 - 00:34:29
And geopolitics that would bring the company with damaged reputation some immediate credibility. Before you laugh, think about who else could take the job aside from Lisa Su, who probably will stay at it, put it AMD on the board as well. Give the board credit, they jumped on this. Yeah, a lot of that's a really good board filled with friends of his people have been around a long time.

00:34:29 - 00:34:51
Yeah, they did. Yeah. They didn't they didn't dance around this. They, they got to brass tacks on this and, you know, did they do that because they're on top of it? Did they do that because there's something else that we don't know about yet kind of driving that, you know, like that's there's a lot to learn here.

00:34:51 - 00:35:14
Still. But yeah, pretty interesting stuff. Well, we had to jump on and do a little live stream to kind of to kind of, combat this morning. So usually Thursday morning is when I put out like a lot of my social stuff for the episode that happened the day before. And, you know, I was I had been writing it and prepping it last night and everything.

00:35:14 - 00:35:32
And of course, Jason, what was the what was the title? What was the title of yesterday's, TV? What was the title? Let me see. There's I get it correct. Is Jensen Wong too Big to Fire was the title of yesterday's. Least put it as a question. Yes, exactly. Maybe today's will be yes or no. It would be no.

00:35:32 - 00:35:51
No no no, he is not. On second thought. Never mind. On second thought. Dot dot dot. That'll just be the title. Yeah. My nightmare was that this episode was up for a whole week of being so incredibly wrong. Yeah, well, say he because I know I can't happen. It can't happen. But it did. I mean, I think it was a fair point.

00:35:51 - 00:36:09
You know, at the end of the day we are just kind of reading, you know, reading tea leaves and making guesses about things based on what we know and everything. And I think, you know, I think it was absolutely fair. Like, is Jensen Huang, as we've talked about, has been such a critical voice, critical persona and looks really good in a leather jacket.

00:36:09 - 00:36:30
So, you know, we don't want to be without that on the stage. But apparently that's that's the case. My favorite, slop, means is Cecile Tamura, who is great on Facebook and does all kinds of good things. She put up. I'm sure it's I, a picture of employees at TSMC raising a, Oh, yeah. Another jacket.

00:36:30 - 00:37:00
The half mast. Definitely. I yeah, but good I funny, I yeah yeah yeah. Yep. Goodbye. Leather jacket. I hope to see you someday soon. If Halloween hadn't already happened, you know, you'd be seeing a lot of Jetson leather jacket look alikes with with with their, their fly's down. Oh. Oh, no. Okay. Do we have anything else to to talk about?

00:37:00 - 00:37:17
Bring it down to that level. No, I don't think so. Jeez, what a what a week for AI news. What a week for AI news. I'm happy that we can hop on and do a quick. Yeah, sure, I do it. Yep. Yeah. Thank you for the idea. It was. Geoff's idea is I say you want to do that?

00:37:17 - 00:37:38
And I was like, well, Thursday is my my most unscheduled day. I don't have many of them in my week, but it's the one day where it's mostly unscheduled. So like, if there's a day to do it, it's today. And I think this news warrants it. I mean, there aren't many other technology news topics that come along like the only other, you know, one of the only others that I can really think of immediately is Steve Job passing, Steve Jobs passing away.

00:37:38 - 00:37:56
I remember working at Twit when that happened and it was all hands on deck the minute that happened, it was like everything editorial at the at the network changed. I was like, all right, this is what we're doing. We're starting a live stream, we're blah, blah, blah, blah. You know, you just you drop everything when these major moments happen and they don't happen often.

00:37:56 - 00:38:13
This is kind of one of those this is this is pretty significant, as you know, in this as as when, when the Wall Street Journal said the board was meeting to oust him, I was thinking that if I bit my old newspaper days, this was about what would you say, stop the presses. You know, extra, extra. Did I ever tell you my story?

00:38:13 - 00:38:35
But the one time I got to say stop the presses. No, but I'd love to hear it. I was Sunday editor of the San Francisco Examiner Chronicle, and, there was a picture of the California Condor, and there was a picture, elsewhere of the Pope. And somehow in the composing room, they had switched the captions. So under the Pope, it said soon to be an endangered species.

00:38:35 - 00:38:53
Oh, God. No. So I got to shout, oh, stop the presses! And then the technology was, you could go and you could basically chisel off. So there was no caption underneath the Pope to keep repeated as the language said. So as my one time in my career that I said stop the presses and how many had been printed by that point?

00:38:53 - 00:39:11
Not that many. They'd gone very far out, so nobody noticed it, apparently. And then it didn't get it didn't deliver to anyone. It had not shipped. Oh yeah, it shipped. So some of them were already printed. But but yeah, I did all I could do. Still though, that's that's pretty awesome. It's kind of like the semi and in the booth.

00:39:11 - 00:39:29
You always want to be the one to do that, but you never get the opportunity. Stop the presses. That's even more so if I deliver some big news. But no, I did it for a screw up. I don't know, it sounds like they this extra edition is because of my screw up yesterday. So yeah. Yeah. No, you did not cause anything with Jensen Wang.

00:39:29 - 00:39:50
You. We make guesses the way we do. I appreciate you being able to hop on in your. You're wonderful idea to do this. I appreciate everybody tuning in very last minute to check out the live stream and everything. Just real quick. Jeff jarvis.com for Jeff's, reporting and, musings on all things, in his wonderful books, including Hot Type the web.

00:39:50 - 00:40:09
We, we know predictions for presidential predictions. Yeah, I was I was trying to like, figure out how I say that without. Yeah. No predictions. See, he's not predicting anything. He's reporting on history. Sees this. I inside dot show is the show page where all of our episodes land. And yes, it was created by carbon. So, you know, if you still want to check it out, go there and check it out.

00:40:09 - 00:40:27
I'm pretty happy with it. It's it's the dog food. Yes. That's right, that's right. Patreon.com slash air inside show. If you want to support us on a deeper level, you can absolutely do that. We have some wonderful patrons, who support this show each and every week. And, you know, they get a name. They get their names mentioned on this episode as well.

00:40:27 - 00:40:54
Doctor dew, Jeffrey Martini, Radio Asheville, 103.7 Dante Saint, James Bonner, Derek Jason Knife, Jason Brady, Anthony Downs, Mark Archer, Carsten Szymanski, and Evan Musial. So thank you all. Thank you all for your support. All right. This has been our special, coverage of Jensen Wang out as, CEO of Nvidia. Thank you again, Jeff. Fun times. And, we'll see you all next week Wednesday.

00:40:54 - 00:41:09
Unless something else major happens. We got to do a special episode on AI inside. Take care everybody.