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First @tedlieu. Now @RepGraceMeng. Both Taiwanese American Democrats. The racial cover isn't even subtle. Rep. Grace Meng calls the @nvidia chip sales a "five alarm fire" and demands full transparency. Fine. Let's start with her. Let voters see how the Washington machine really works. The checks: Three @AnthropicAI employees gave her $17,000 this cycle. The PAC of Americans for Responsible Innovation (@americans4ri) added $2,000. The same donors: Those same three Anthropic employees also funded ARI's PAC—$85,000 in total. One gave Meng $3,000, then nearly $1M to Public First, an AI super PAC network. The same operative: ARI and Public First share a founder: former Democratic congressman Brad Carson (@bradrcarson). Anthropic gave Public First Action $20M, and Dario Amodei (@DarioAmodei) added $1M of his own. The same agenda: Two days after the midterms, ARI led 52 groups urging Democrats to hand out committee chairs based on AI safety positions. The seat and power: With Democrats taking the House, ARI is pushing hard for Grace Meng to chair the Commerce, Justice, Science (CJS) Appropriations subcommittee— the panel that funds the Department of Commerce (@CommerceGov). Commerce runs AI chip export controls and @NIST's AI safety work: Anthropic's top two priorities in Washington. Now she's going after NVIDIA—Anthropic's fiercest rival on export controls—and Commerce, the very agency she'll fund. Same donors. Same operative. Same agenda. Same subcommittee. No law needs to be broken. Interests find power. Power finds interests. That's the five-alarm fire. The real one. Congresswoman, you asked for full transparency. Here it is.

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In December 2015, during my first year at Stanford GSB, I chose to intern at a top hedge fund. Researching advanced driver assistance systems (ADAS) and autonomous driving, I saw a new growth opportunity for GPUs beyond gaming. The only stock I pitched during my internship was NVDA—then worth roughly $18 billion, trading around $0.80 a share, split-adjusted. The fund took a large position (and still hold today), and I bought some too. I didn’t hold it all the way to its peak, but I’m grateful of the returns from the investment. @JensenHuang has created tremendous value for shareholders. Pushing him out is a mistake. After 33 years building NVIDIA, his leadership is still central to its future. NVIDIA and the broader AI developer community still need his leadership and spirit of innovation. (Back then no AI to help on stock research, have to learn those terminologies in this old fashion…😂) Look at the impact Jensen has created to the world, unbelievable. Still can’t believe what just happened. We need a prediction market on this: when will Jensen be back?

I'm proud I worked at @NVIDIA. @JensenHuang is the biggest reason why. I'm not there anymore, so I can speak freely. His departure is a huge loss. Especially now. I spent almost five years in the culture he built and knew people who'd worked with him for 20+ years. They respected him technically and loved him as a person. They said it without a hint of doubt. The focus stayed on the mission and on people. Good ideas got support regardless of title. That sounds like standard company values. It wasn't. Behind it was his vision and a way of leading that is out of fashion in today's founder advice: - Be kind, not arrogant. - Innovation, not marketing. - The wins belong to the people, not the CEO. - Don't fire by default. Find the person a new role. It's counterintuitive, and I doubt there is a harder way to lead. What I saw was leadership through kindness and care, not by squeezing people. A real visionary. He understood the technology and the people building it. His internal talks had vision, conviction, technical depth and jokes good enough for stand-up. You left wanting to build, and you couldn't wait for the next one. An affair, on its own, shouldn't outweigh decades of leadership. The serious questions deserve real answers. But the soap opera shouldn't decide his future. We're at a critical moment for AI. His technical judgment, vision, and commitment to the work are incredibly hard to replace. I want Jensen to keep building and leading. There's too much important work ahead.

Jensen Huang is effectively OUT of NVIDIA🚨 Man His wife is 65 years 🇺🇸 They have been married for 41 years. As early microchip designers, she reportedly earned more money She totally left engineering work to raise their two children while Jensen Huang built Nvidia She was one of only three women in a class of 250 electrical-engineering students at Oregon State University when she and Jensen met. Jensen was 17 years when he walked up to the 19 year old Lori (his wife) and asked "Do you want to see my homework?" He promised that if they studied together every Sunday she would get straight A's, turning homework sessions into weekly dates. He also told her he would be a CEO by age 30. A promise he kept when he co-founded Nvidia in 1993. Jensen has repeatedly called meeting her "the most important, single event of Oregon university, and of my life" They married in 1985, the same year she graduated with her electrical-engineering degree. In 2022 the couple gave $50 million to Oregon State University (the campus where they met) to create a major innovation complex named after both of them. Jensen has said he does "zero percent" of his own shopping and that Lori (with their daughter) chooses his clothes, including the signature black leather jacket. He has publicly credited her with being "part of Nvidia every step of the way" and with handling the personal and financial details of their life. It's quite sad what is happening currently and how shattered Lori Huang must be.

Elon Musk, I decided to bring Jensen Huang onto the team because you simply do not pass up a once-in-a-generation opportunity to recruit the greatest compute architect on Earth. When it comes to building massive AI infrastructure, designing next-generation silicon, and scaling hardcore engineering at extreme velocity, nobody operates on Jensen’s level, and his vision for accelerated computing aligns 100% with what we are building across xAI, Tesla, and SpaceX. Bringing his unmatched expertise in-house to merge with our Dojo supercomputers, Grok clusters, and real-world robotics will compress years of innovation into months—and when legacy boards hesitate on true greatness, I am always going to bet big on the best talent in the world.