Jensen Huang Resigns as NVIDIA CEO | Diet TBPN
John Coogan and Jordi Hays break down Jensen Huang's resignation as Nvidia CEO after reports of a second affair, this time with a direct report, and what losing its founder means for Nvidia.
The gist
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Huang resigned less than 24 hours after reports of an affair with a direct report, which Coogan calls a clear code of conduct line, not a morality debate.
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CFO Colette Kress, at Nvidia since 2013, is interim CEO; the hosts expect smooth operations but worry about dealmaking, recruiting talent, and slower investment by committee.
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Short seller Christian Lamarco of Culper Research flagged Nvidia's China problem six months ago; the stock is down 20% since his report.
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Dylan Patel names Charlie Kawwas and Johny Srouji as viable successors, while Shaun Maguire picks Nikesh Arora; the hosts expect Huang to plot a comeback.
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Gavin Baker argues China hawks risk pushing China onto its own AI hardware path, while a SemiAnalysis post lists benefits of Chinese labs renting GPUs remotely.
Also mentioned
1:20
TBPN Plain White Tee
· "Part of the reason this drop took so long is that we were perfecting the plain white tee. So you have the..."
3:07
Jocko Willink
· "Yeah, we're in the Jocko Willink mindset right now. This is what will take you into the future for sure."
9:20
CUDA
· "It seems like more and more that's like kind of the main moat of Nvidia. CUDA is kind of maybe you can just..."
14:56
Culper Research
· "Six months ago, Culper Research published a report outlining its case against Nvidia... 'We are short..."
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