Che retweeted
Several people encouraged me to share a post I made on LinkedIn, here on X
I wrote this from the heart, about someone I had the privilege of working closely with for years.
No agenda. Just a side of Jensen I hope doesn’t get lost in the noise.
As the days pass, my heart grows heavier.
I have worked at NVIDIA for nearly eight years. I have never worked for anyone quite like @JensenHuang , and I doubt I ever will.
Much has been written about his extraordinary vision and the company he built. But there is another side to Jensen that I have had the privilege of witnessing. And I am only speaking to what I have personally witnessed.
I have watched him stand behind researchers, founders, and startups when few others would. Companies struggling to survive, ideas that seemed too early, people whose ambitions exceeded their resources. He saw possibilities most of us could not yet comprehend. And he committed his time, attention, and NVIDIA’s resources to helping them succeed. Some of these companies might not exist today without him.
His capacity for long-term thinking is extraordinary. Sometimes it took me years to appreciate the implications of something he had recognized almost immediately. Few could match his ability to connect technology, markets, and people.
My own journey at NVIDIA has not always been easy. Through difficult organizational transitions and moments of uncertainty, Jensen’s guidance and willingness to stand behind my work helped me persevere.
But what I will remember most is his humanity.
My sister, has been fighting an unforgiving battle with brain cancer. When her condition deteriorated during her visit to California, our family faced unimaginable circumstances: devastating medical decisions, overwhelming hospital expenses, and the possibility of losing her far from home.
Despite everything on his shoulders, Jensen found the time to care. He helped my family through circumstances that seemed impossible. And he took the time to meet my sister.
The photograph here is one I will treasure for the rest of my life.
When he told me, “I am proud of you. Treasure this time together,” I understood something about leadership that no professional experience could have taught me.
What I will miss most professionally is the extraordinary combination of vision, conviction, curiosity, and personal commitment he brought to everything. His ability to see around corners, to challenge conventional thinking, and to bring an entire ecosystem along with him.
Organizations evolve, leadership changes, and new chapters begin. But the influence of someone who has shaped so many people, ideas, and possibilities endures far beyond any role or title.
Jensen built far more than NVIDIA. He helped build an ecosystem of researchers, entrepreneurs, engineers, and companies whose futures became intertwined with his vision.
I do not know what comes next. I only know how grateful I am to have worked with him, learned from him, and experienced his kindness when my family needed it most.
Thank you, Jensen. For your guidance, for believing in people and ideas long before the rest of us understood them, and above all, for your extraordinary humanity.
Che retweeted
@nytimes continues their campaign of character assassination and ‘othering’ against Jensen Huang to make his restoration as CEO impractical.
Che retweeted
The interview with Marshal Zukhov was banned in the Soviet Union and was only declassified in 2010 ! 44 years after it was recorded .
In 1966 Marshal Georgy Zhukov sat down with Konstantin Simonov and talked about October 1941: the front collapsing, Stalin summoning him, and how Moscow was saved. Soviet television shelved it for decades. Now in full, 53 minutes, English subtitles.
Che retweeted
J.P. Morgan on Nvidia:
"Nvidia has only a 39% share of future frontier lab compute agreements compared to its 80%+ market share from 2023-2025."
"A year ago it would have taken 6-12 months to onboard and start running models on AMD GPUs. The process was expensive and cumbersome given engineering required. Now, using their latest AI model to do the engineering, they can onboard new models on AMD GPUs in just 3 days."
$NVDA $AMD $GOOGL $AMZN $AVGO
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WE ARE IN A "SAFE-HAVEN" STOCK BUBBLE.
$COST — ~49× (Historically extreme valuation)
$WMT — ~43× (Near 30-year highs)
$AAPL — ~38× (Near 20-year highs)
$MNST — ~37× (Near all-time highs)
$RSG — ~33× (Near all-time highs)
$KO — ~29× (Near 25-year highs)
$JNJ — ~26× (Near 25-year highs)
$BRK.B — ~26× (Near 25-year highs)
$MCK — ~23× (Near 25-year highs)
$ABBV — ~19× (Near 10-year highs)
*Approximate forward P/E ratios.
Here's the interesting part:
These 10 companies are projected to grow EPS by just ~10% on average next fiscal year.
Investors are paying historically extreme valuation premiums for the perception of safety.
Meanwhile, the Nasdaq-100, packed with high-growth tech companies, is nearing COVID-era forward P/E lows...
While high-growth tech stocks trade at unjustifiably low multi-year valuations, Wall Street props up the indexes with historically expensive defensive stocks.
Why is nobody talking about this???
Che retweeted
I’ve decided to leave NVIDIA. There are a few things I want to say.
As a robotics engineer at NVIDIA, I have seen Jensen as much more than the company’s CEO.
I admire his willingness to invest in a future that was not yet obvious. He committed to CUDA long before the deep learning boom and positioned NVIDIA for AI before it became everyone’s priority. Those decisions helped build the infrastructure that powers today’s AI.
I have seen that same vision in physical AI: investing in robotics, sharing open-source tools and projects, and building computing platforms that bring AI into the physical world. This is the work I do every day—and a future I believe in.
But what matters most to me is the culture he helped build.
Engineers are encouraged to explore, take risks, and learn from mistakes. Jensen reads employees’ Top 5 emails, follows their work, and engages directly. In a company this large, that connection matters. It makes an individual engineer feel that their ideas can still be heard.
That is why this has been so disappointing.
I do not have all the facts surrounding the allegations, and I cannot prejudge the investigation. My admiration for Jensen does not put him above scrutiny.
What I find difficult to accept is having to come to terms with his departure before receiving an explanation that helps me understand it. What this means for our direction, our culture, and the people doing the work remains unclear to me.
I have felt that engineers’ perspectives matter here. On this decision, I have not felt heard. That gap has been more painful than I expected.
I understand that some information cannot be shared immediately. But that does not erase the feeling of being left outside a decision that affects the company we help build every day.
A company’s greatness comes from its leadership, its governance, and the people who turn its ambitions into reality. Employees’ trust and sense of belonging are part of that, too.
Jensen’s vision and the engineering culture he shaped were important reasons I wanted to stay. His departure led me to decide that my own chapter here should also come to a close.
I leave with sadness and gratitude. The colleagues I have worked with, and the work we believed in together, will always matter to me.
These are my personal views.
Che retweeted
Interesting analysis
Bitcoin fell 19% into the biggest IPO ever. Now it's down 18% heading into the second biggest.
SpaceX raised $75B when it went public on June 12. In the 50 days before it listed, Bitcoin dropped 19%. Anthropic plans to raise up to $64B when it lists next week, and Bitcoin is down 18% over the same stretch. Overlay the two and they look almost the same.
What happened after the SpaceX IPO is the notable part. Bitcoin bottomed 18 days after the listing, then recovered all the way. By Day 100, it was above where it started.
Bitcoin around the SpaceX IPO:
Day -50 to IPO day: -19%
Low (Day +18): -25%
Day +50: still -20%
Around Day +70: a sharp rally
Day +100: +3.7%
From the IPO-day close to Day +100, Bitcoin gained 28%. From the low, it gained 39%.
The takeaway is that the selling came in the run-up to the listing. The bottom had effectively happened by the IPO, and the recovery came relatively shortly after, and it came all at once.
If Anthropic follows the same pattern, most of the drawdown is behind us, and it could reverse quickly over the next couple of months. And Bitcoin is sitting right at its 200-week moving average.
Map the SpaceX path onto today's price and you get roughly $90k by late February. Markets rarely follow a comparison like this exactly. But we remain very constructive on both the technicals and the fundamentals heading into 2027, and it's not hard to imagine what the narrative would be if anything close to this plays out.
Che retweeted
BREAKING: Last week's series of events which ultimately led to Jensen Huang's resignation were "set in motion" by US Secretary of State Marco Rubio, per The Washington Post.
Details include:
1. Rubio initially issued a memo warning President Trump about the relationship between Jensen Huang and a suspected Chinese spy
2. This memo was based on a CIA report which was "recasted in his own assertive terms"
3. The findings of Rubio’s memo were then leaked to the media setting off last week's chain of events
4. Jensen Huang's resignation came just 6 days after the leaks
Rubio has reportedly declined to answer reporters’ questions on his role in alerting the White House to Huang’s affair.
Che retweeted
I am Ukrainian. In '22 I naturally wanted my country to win. In '22 I was a patriot. In '22, I volunteered to the AFU.
Today, I couldn't care less. Ukraine is a shithole of bottomless corruption. The ideology is a death cult. I am not pro-Russian. I am pro-sanity. I do not care.
Che retweeted
Four months after we launched Manus, I was invited to a dinner with President Macron. I ended up seated directly across from Jensen Huang.
He was half an hour late, and Macron asked him to give a toast. Jensen picked up his wine glass and turned it into a fully improvised speech — in front of a table of European politicians and founders. It was electric. The charisma of a top founder, on full display.
I typed the whole thing into my Notes that night. Still one of the sharpest takes I’ve heard on software, AI and Europe.
What a pity. What a loss.
Che retweeted
Who Whacked Jensen Huang? The CIA Wasn't Convinced - So Rubio Reworked Their Memo zerohedge.com/ai/who-whacked…
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Jensen drove supply chain brilliantly at Nvidia, but many of those deals were a handshake with Jensen, not a written contract.
Without Jensen, at least some of those critical deals will be lost.
Dylan Patel says Jensen personally talked tiny suppliers into letting Nvidia buy up their supply, and with him gone Google is already begging them for capacity
"Jensen had complete foresight and understood the demand required and went to all of these executives, even of tiny companies where they only generate a few hundred million dollars of revenue but they have an important subcomponent."
"He convinced them to let him buy the supply and build it all out..."
"And now with Jensen gone, these companies are looking around the market and it's like, well, Google's begging for more capacity from the whole supply chain."
"And without Jensen, can they maintain technology advantages given they're only a year ahead of their biggest competitors? It's not like the gap is massive."
Che retweeted
Holy Shlit!!! 🚨🚨🚨
Putin: “ the war with Ukraine would never have started if the election had not been stolen from Trump in 2020.”
Che retweeted
We truly live in a fucked up backward ass society. Jensen Huang is already in more trouble than any one in the Epstein Files and he was having consensual sex with a grown woman.
