Jensen was booted by the Trump administration!

… Because someone, a faction, wants to halt and/or control AI development. That’s the thought.

I’d listen to the “besties” at the All-in podcast any day, rather than any media like WSJ, New York Times, Washington Post…. The besties are super plugged-in. They know all these people. They’re billionaire tech bros themselves. 

But they’re also keen to stress they do not have all the facts; as do none of us. 

David Sacks calls for investigation into the leak of the highly-classified memo — about Jensen’s affair with “Chinese spy” Alice Huang — which led to this disaster. Sacks notes that this leaking is, so far, the only actual crime we know of.

Sacks also points out: the American China Hawks who want to stop chips going to China, have the same goal as the Chinese government which also wants to keep out NVIDIA chips, to force Huawei to develop a China domestic capacity. Heh!

By the way, it’s looking less and less likely that Alice Huang was a Chinese spy. Perhaps a “useful idiot”. But not your actual paid-up spook.

If you’re interested in tectonic upheavals in the geopolitical game, this video is a must-watch.

Grok super-short summary:

All-In Podcast: Jensen OUT as Nvidia CEO

•  Jensen Huang ousted as Nvidia CEO after leaked classified intel memo linking him to alleged Chinese spy (Alice Wang of Megaspeed) + admitted personal affairs (including with a direct report). [Perhaps forced out due to breaching fiduciary duty].

•  Stock crushed ~15% (hundreds of billions / ~$1T market cap wiped); CFO as interim CEO; board searching for replacement.

•  “Bank of Nvidia” risk: Jensen personally directed financing/guarantees for data centers & startups; Chamath warns 50–150 bps hit to US GDP growth. [0.5 to 1.5 percentage points].

•  Export controls: US blocking advanced Nvidia chips (H20/H200); China simultaneously banning them domestically to protect/boost Huawei.

•  Hosts debate who leaked the memo/wanted him out, next CEO options, China hawks vs totalitarian AI risks.

•  Side note: Anthropic starts IPO roadshow aiming for ~$1.4T valuation.