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When the AI race gets so serious that even the chip supply becomes a boardroom discussion. 😭 The future of AI is going to need A LOT of silicon. Would you invest in the chip industry? 👀

It took two weeks to end the career of the most successful Asian American in history. Jensen washed dishes at Denny‘s as a teenager, and by this year he was running the world’s most valuable company. This week a lot of Asian people on my timeline decided that story is over. That no matter how high you climb, a face like ours gets a different set of rules at the top. After Elizabeth Holmes, female founders spent years getting asked some version of “how do we know you’re not the next Holmes?“ One woman‘s fraud turned into a question every woman had to answer. I’m Chinese Canadian, I grew up in Vancouver, and now I live in the Bay Area. I already know what my version of that question is going to be and it‘s pathetic. Jensen was born in Taiwan and spent over thirty years building an American company. The second the word ”China“ landed next to his name, none of that counted. This country has done this before. In 1882 it banned Chinese immigrants. In 1942 it locked up 120,000 Japanese Americans, most of them citizens. In 1982 two Detroit autoworkers who blamed Japan for their jobs beat Vincent Chin to death with a baseball bat. He was Chinese. His killers never spent a day in prison. Yellow peril never checked which Asian you were, and that’s a big part of why “Asian American“ became one word. If they were going to lump us together anyway, we might as well stand together. Now look at Jensen‘s timeline. Oct 29, the spy story breaks. The next day Singapore’s government says it never said what the Wall Street Journal claimed. Nov 8, he admits an affair. Nov 12, he‘s gone. The spy part is still unproven. Two weeks start to finish, right before what could be the biggest IPO in AI. You can call that a coincidence. I don’t buy it. Meanwhile the powerful people who raped CHILDREN in the Epstein files are mostly still living their best life Jensen had an affair with an adult woman. That’s the only thing of what‘s actually been proven. So what exactly did Jensen do that was worse than them? Nothing. He was the best, he was Asian, and he was on the wrong side of the political fight. He did everything right. He built the company America needed most and showed up to every dinner in Washington. On Sunday night the president himself stood up for him and called him “an honorable guy.” It didn’t matter. By Thursday he was gone. If you can take down the president‘s favorite CEO in four days while the president is defending him, think about who that message was really for. They’ll use you for thirty years and still never count you as one of them. That’s what a political weapon is. You’re a tool while you’re useful. When the game gets serious, you’re the knife. And when it’s over, nobody comes back for the knife. Jensen was the best one they had. That's exactly why he made such a good "kitchenware".

What?! So journalists with sketchy motives portrayed rumors from god-knows-who (lobbyists?) as facts sourced from intelligence officials and gaslit the NVIDIA board to push out the founder, CEO, and once-in-generation visionary? This raises serious corporate governance issues.

In 2014, Elon Musk stood in front of an audience at MIT and told the whole world exactly where AI was going. Everyone missed it. Because he used one word, and that's the only thing the internet remembered: "demon." The headlines called him scared of killer robots. Tech blogs called it hyperbole. People moved on. I went back and watched that moment. It's barely 2 minutes long. You'll never hear the word "AI" the same way again. Here's what I took away. 1. He called it before almost anyone. Someone in the audience asks about AI. His face goes serious. "If I were to guess like what our biggest existential threat is, it's probably that. So we need to be very careful with the artificial intelligence." This was 2014. No ChatGPT. Most people had never heard the word "chatbot." 2. He asked for rules 12 years ago. "I'm increasingly inclined to think that there should be some regulatory oversight, maybe at the national and international level, just to make sure that we don't do something very foolish." National AND international. In 2014. Governments are still arguing about it today. 3. The demon line wasn't a joke. "With artificial intelligence we are summoning the demon." And then the part almost nobody quotes: "In all those stories where there's the guy with the pentagram and the holy water, it's like, yeah, he's sure he can control the demon. Doesn't work out." Read that again. His warning wasn't about the demon. It was about the guy who thinks he can control it. 4. Now here's what got me. In 2014 he said: summoning the demon. In 2018 he told Joe Rogan: "Nobody listened." In 2023 he signed a letter asking AI labs to pause. In 2026 he told The Economist he can't see any way to stop it anymore. His new philosophy? "Let's enjoy the ride." And: "If you can't beat them, join them." Today he's building one of the most powerful AIs on Earth. 12 years later, the man who warned us about the guy with the pentagram is holding one. My takeaway: He wasn't wrong in 2014. He just realized nobody was going to stop it. So he decided to build it himself. Whether that's genius or the exact ending of his own story, I honestly don't know. So now I'm asking you: Was Musk right in 2014? Or did he become the guy in his own warning? Tell me below. I genuinely want to know where people land on this.

🚨 BREAKING: JENSEN HUANG HIRES POWERHOUSE LAW FIRM PAUL, WEISS. For those unfamiliar, this is no ordinary law firm. Paul, Weiss handles some of the biggest corporate litigation, regulatory battles, and white-collar matters in the country, with high-profile work involving clients such as Goldman Sachs and Qualcomm. Just hours after his sudden resignation, Huang retained two of the firm’s top litigators: Melinda Haag, a former U.S. Attorney, and Walter Brown. It’s important to note that NVIDIA’s board has retained separate legal counsel to conduct its own independent investigation. Paul, Weiss is representing Huang personally. He just brought in some serious legal firepower.

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.

BREAKING: The Sacramento Kings are in serious talks with Phoenix on a Domantas Sabonis trade, sources tell @JBMFargo & @HoodiiBook at HMMM. The Suns have emerged as a serious threat for Sabonis, who is pushing for the deal.

A big Chinese lab reached out to me asking for help distilling Fable into their model. I said no. I told them to use the millions of books that have no copyright instead. Offered to help pick them and to help train the model a different way. They only wanted distillation, which tells you a lot about the mindset there. I've worked deep in this field and distillation is real. I wasn't convinced at one point. What I saw changed my mind completely. I'm the biggest supporter of open source. I'm for releasing weights and for the freedom to research and build, because humanity only grows when knowledge gets shared. But let's be logical. Nobody will convince me that labs shipping a model every month or less, each one a big leap, now can't ship a better one after three months. Kimi K3.1 Pro isn't a big leap over Kimi K3 and it's been about 100 days. DeepSeek still can't put out a respectable Pro model. Zai used to release their strongest model in under two months. It's been three with nothing. All I hear about Qwen 4 Max is that it's a letdown. Kimi K3.1 Pro and DeepSeek Flash both show traces of Astra distillation. The leak showed Moonshot used it, and so did DeepSeek. If this isn't the effect of Anthropic blocking distillation then what is it? Chinese labs need to get serious about using the talented researchers they have and give their models an identity. Right now their models at their best are a cheaper alternative. I want them out of that box. I want to see what makes them different. Anthropic has crossed lines too, no argument there. They destroyed millions of books, human knowledge that was in people's hands, and kept it for themselves. I'll never forgive them for that. But Chinese labs rely on distillation more than they rely on better data. I didn't work with them. Transparency and honesty matter to me, like you've known since I started here.