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Everyone believes CUDA is NVIDIA's moat, the reason we've maintained our dominance in the AI era. I've never believed that. NVIDIA has only one true moat: its people. And the most important of them is Jensen Huang. I've worked on CUDA compilers, libraries, and DSLs for eight years, from Volta to Rubin. I think I've earned the right to share my perspective on what NVIDIA's moat really is. I hope you'll bear with me. 1. What is CUDA? Many people think CUDA is just a programming language and its compiler, and that NVIDIA's moat comes from the massive amount of software written in CUDA, making it impossible for developers to leave NVIDIA GPUs. This is completely wrong. It's an incredibly naive understanding of CUDA. To me, CUDA is everything NVIDIA does. CUDA isn't just a language, software, or hardware architecture. It's a product defined by a unique customer experience. When you find GPU programming too difficult, CUDA gives you an easier way. When your GPU code isn't fast enough, NVIDIA engineers respond and help you solve it. When a handful of GPUs can no longer push your technology forward, NVIDIA has already scaled its computing platform from desktops to massive data centers. When you need more data centers than anyone else can supply, NVIDIA has already secured wafer and HBM capacity years in advance to meet your demand. That experience is CUDA. It's made possible by the relentless, day-to-day work of everyone at NVIDIA. And the person who brings all these people together, who gives them a shared vision and purpose, is Jensen Huang. 2. What made CUDA possible? Patience. Perseverance. An unwavering commitment to a vision. Around 2006, NVIDIA bet that the future would demand far more computing power, and began transforming GPUs from graphics processors into a platform for general-purpose computing. Initially, it was a commercial disaster. The added costs hurt margins, the market wasn't ready, and the strategy faced enormous skepticism and pressure, including questions from the board. But Jensen persisted. For roughly a decade, NVIDIA kept investing in CUDA, building its hardware, software, and developer ecosystem long before the commercial payoff became clear. Eventually, deep learning arrived. And NVIDIA was ready. Today, this sounds like an inspiring story. But for those who lived through it, it meant a decade of perseverance, doubt, and being misunderstood. Looking back at the history of technology, how many people could have done the same? This is what I've always loved most about NVIDIA. And now, Jensen has been pushed out. This won't kill NVIDIA. The company can still create tremendous commercial value. But it has killed NVIDIA's soul. And how far can a body go without its soul? If this is how Jensen Huang is treated today, how will those of us who built CUDA be treated tomorrow? I love NVIDIA deeply, but I have to say it: NVIDIA is dead.

🚨 The next 36 hours could turn into a nightmare for global markets. Three major things are coming together, and any one of them could trigger another massive selloff. FIRST, NVIDIA. Rumors are growing that Jensen Huang could be removed as CEO. Nothing is confirmed, but if NVIDIA loses the man who built the company, it could seriously damage confidence in the entire AI trade. And right now, AI stocks are the biggest drivers of global markets. SECOND, BITCOIN IS FACING ANOTHER MAJOR THREAT. MSCI will exclude Strategy and other crypto treasury companies from its indexes, forcing index funds to sell their shares. Meanwhile, STRC is trading below its $100 target price, making it harder for Strategy to raise fresh money through that route to buy more Bitcoin. That could put one of Bitcoin's biggest corporate buyers on the sidelines. THIRD, TOMORROW'S PPI INFLATION REPORT. CPI has already come in hotter than expected. Another inflation surprise could increase fears of a larger Fed rate hike. And with the US-Iran conflict still unresolved and Trump calling for no deal with Iran, markets are already dealing with enough uncertainty, and any surprise could be a disaster.

I have asked Vice President Vance to focus his complete and total attention on the Massive Corruption and Crime taking place in Democrat run Cities and States throughout the U.S. The Blue States, such as Minnesota, California, Illinois, and many more, are all poorly run, corrupt disasters. Billions of Dollars is being stolen each and every month. Our Budget could be quickly BALANCED with the correction of this large scale criminal activity. CORRUPTION is in the Democrat Leadership’s blood! We don’t need a deal with Iran. Those days have long since passed. We’ve got their money, Hundreds of Billions of Dollars, and we’ve got their Strait! Thank you for your attention to this matter. President DJT ( TS: Nov 12 2026, 8:07 AM ET )

As all NVIDIA employees I guess, I am deeply concerned by the campaign against Jensen Huang. Removing him would be a disaster. Many have documented on X and elsewhere how this looks like a coordinated coup. I'd add only one thing. Look at who would benefit from a dramatic weakening of NVIDIA. It is not China. It is not about selling GPUs to China because that train has left. China authorities have pushed back on the H200 the Trump administration allowed NVIDIA to sell. Look at what Jensen pushed back on: - regulations that would make open source model training too expensive - regulations that would make closed model providers immune to liabilities caused by their models. He said "if your product is not ready, then don't ship it" - regulation against model distillation. He said "this is competition. People do it all the time with NVIDIA products, they try to reverse engineer them." The other side will do everything they can to get him fired. As a French, I can't care less about his private life. I get that the US is puritan and sees it otherwise. But frankly, isn't it something he and his family has to deal with? Why should all NVIDIA employees, partners, and investors be collateral damage? Disclaimer. As my bio says, the above are my views only. I do not represent NVIDIA by any means. I only commented on publicly available information.

India needs @Starlink 🇮🇳 • 11,256 of India’s listed villages still lacked 4G coverage as of May 2026. • India had 1.093 billion internet subscriptions in March 2026, but only 440.87 million were rural. Rural subscription density was 48.31 per 100 people, compared with 126.80 in urban India. • BharatNet had laid over 850,000 route-km of fibre and made about 221,000 Gram Panchayats service-ready. However, its Points of Presence were reported operational at only 80,472 Gram Panchayats in June 2026. • Only 4.26% of India’s internet subscriptions were wired connections in March 2026. Starlink could give underserved communities another route to high-speed broadband. • Starlink has already built 20 gateway sites in India, according to SpaceX Vice President of Starlink Business Operations Lauren Dreyer, speaking at India Mobile Congress today. • Starlink says it has developed India-specific security controls designed to keep Indian user data within India. • Its satellite network could bring high-speed internet to remote villages, mountains and islands where extending fibre or mobile networks is difficult. • Better connectivity could help rural schools access online learning, clinics offer remote consultations and small businesses reach more customers. Starlink already supports education and healthcare in remote communities internationally. • Portable Starlink terminals have supported disaster response around the world. They could give Indian emergency teams backup connectivity when floods, earthquakes or storms damage ground networks. • Direct to Cell could also help ordinary 4G phones connect beyond tower coverage, subject to Indian approvals and mobile operator partnerships. • The government itself identifies difficult terrain, low commercial viability and infrastructure constraints as reasons for remaining coverage gaps. This is exactly where Starlink could help India reach more people. • India should complete the remaining clearances and spectrum allocation so Starlink can begin commercial service. • SpaceX’s Vice President of Starlink Business Operations, Lauren Dreyer, said that Starlink is ready to help achieve Prime Minister Modi’s vision of 100% connectivity across India. She highlighted its potential to connect remote classrooms, support telemedicine and restore connectivity after disasters, adding, “With Starlink, people can get connected within minutes, not years.” India’s hardest-to-reach communities deserve reliable internet too.