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ENCHIN A wild and wacky mission: Delivering smiles to ENGENE! #ENHYPEN# #엔하이픈# #ENCHIN# #엔친# #WONCHU# #원츄# #NoxStar# #녹스타# #JAKEY# #제이키# #SnoWe# #스노위# #KISHU# #키슈# #PU_NI# #퓨니#

【ご報告】 6/1日からSNOW entertainmentさんの所属タレントとして活動することになりました✨マルチな活動精一杯頑張りますっ🫶🏻 SNOW entertainment株式会社 #北海道# #芸能事務所# #北海道芸能事務所# #snowentertainment#

“Jensen has been incredibly good at retaining talent. There are very few high-profile departures from the NVIDIA executive team.” “This is probably when the sharks are in the water. The VCs are going to come in and offer people billions of dollars to start their own chip companies, their own neolabs.” “If a year from now we’ve seen a bunch of departures from NVIDIA, I’m going to be really concerned about their future.” “Steve Jobs is a pure visionary, and Jensen is negotiating every supply chain contract.” “If there’s any manufacturing issues with Rubin, people are distracted and Jensen’s not there. Things get solved slower, things get solved by committees.”

Jensen taught me a lot. But the most important things he taught me was to care about the details. And keep pushing no matter how long it takes you. 3 years ago, he invited me to fly on his jet with him. I was shocked. And he did it because he knew I was this unrelenting person that chased Snowflake for years to make the impossible a reality. He knew I was that person and he remembered I was that person. Few people at his level care to do either. He did both. I owe him a lot. He built a great company that changed my life forever. And he gave me the means to execute on my ambitions in a way that nothing else ever could. Praying for him, his family and everyone at NVIDIA past and present. PS. Photo is not AI generated. This flight was to Snowflake's conference!

Here’s the recap of @cz_binance’s fireside with Anthony Pompliano at Cantor Convergence in Miami: He showed up in Miami just weeks after the biggest hack in crypto history and still looked calm. No stress, no drama. Just there. What stood out: Trust gets built when things go wrong, not when everything is perfect. @cz_binance basically said resilience matters more than never getting hit. That’s how you actually move Bitcoin forward. He also talked about AI and regulation. “Any new technology will go through a phase we can’t make regulation ahead of time. It moves too fast.” Crypto already went through this. AI is going through it now. And security. The $6.3B hack showed the industry (and even banks) hasn’t been taking this seriously enough. AI is making attacks faster. The only real answer is fighting AI with AI and actually working together as an industry instead of everyone doing their own thing. No full recording out yet but @cz_binance said it should be somewhere. While most people are still panicking or pointing fingers, @cz_binance is still focused on the long game. Protecting users and building through the noise. That’s why a lot of us still trust him. 🔶

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".

AI铁王座空出来了，再聊聊老黄的辞职及影响：1、大家没注意的是老黄昨晚不仅辞掉了CEO、总裁连董事会成员的身份也辞掉，可以说退的干干净净跟英伟达彻底切割了，以后老黄只是英伟达最大的个人股东而已。一方面可能婚外情属实，另一方面也说明老黄应该也是面临了巨大的压力，不然董事会成员也不会辞掉。 2、33年以来英伟达董事会首次任命了一位董事会主席，这是跟老黄裸辞一样重要的信息，就是英伟达董事会改组。从“首席独立董事”机制改成正式董事长制，董事会的控制权也在进一步收拢。 英伟达董事会首任主席HarveyC.Jones（哈维·琼斯），1993年加入董事会，前 电子设计自动化巨头新思科技（Synopsys）的CEO和执行董事长，也是投资机构SquareWaveVentures的管理合伙人。 3、对产业的影响可能更深远 如开头所说AI铁王座空下来了，产业教主倒下了，现在看还没人能顶的上去 ：要么产业身位不够、要么资历和影响力也不够。 1）对英伟达来说，短期算是利空落地。如昨晚老黄辞职消息出来前聊到，“如果老黄离任最终消息出来，短线可以博一个大反弹毕竟核心竞争力没那么快就没了，但长期就得边走边看、看实际经营状况，看接任者是不是能真的撑得住”。老黄辞职的消息出来、昨天英伟达也确实低开高走； 2）老黄辞职，英伟达少了一个有远见、有决断力和魄力的掌舵人和领航人，需要特别注意老黄在任时几十名高管都直接向他汇报，那说明英伟达得高管没有谁能有他这样的全局视野、现在看未来是会受限的。 老黄还主导一批用英伟达的信用给数据中心建设兜底的项目，例如之前给OpenAI的合作，同时几家新云厂商特别是CRWV也都是老黄扶持起来的；影响自然也不小。 3）但有受损的就有受益的 老黄离开、英伟达的竞争对手不得笑开怀。AMD、谷歌的TPU、亚马逊的Trainium估计都看到了进一步追赶的可能性。为谷歌和亚马逊自研芯片的核心供应商博通和MRVL又能分到更多的蛋糕了。 4）对整个产业链来说 教主走了，扛大旗没有了，凭老黄一己之力扶持起来的算力产业链可能要放缓，但产业趋势已经形成，最多只是延缓并并不是停滞。 这两天在思考一个点，“slower for longer”的节奏可能更好，不需要动不动就高歌猛进、时不我待的。节奏稍稍降下来、会走的更稳更远。 4、而对整个市场来说 还是维持一周前 会到前面说的“slower for longer” ，过去几年的大干快干让硬件层分走了绝大部分利润，而慢下来，就是在模型层/应用层/平台层/硬件层之间做利润的重分配，资金的投入方喘口气，甚至于硬件层也不是通杀，流动性恐慌后，最终会回到不同环节的供需紧张程度出现定价分化。