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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.

Hello guys, tonight I watched a 50 minute podcast with Albert Castellana from GenLayer on The Future of Crypto Compliance, and one minute in it is still stuck in my head. Code is free now, execution is becoming free, so what still has value? According to Albert, it’s judgment. AI already decides what we see on Twitter, whether we get hired, whether we get a loan or insurance, and right now we’re just trusting a few big AI labs with that power Main points: - His previous project lost access to around $150M after keys were lost, and the courts turned out to be too slow and expensive - GenLayer is building a small digital court onchain for decisions that aren’t just yes or no - Five random validators, each with its own AI model, vote on the outcome - Disagree? Appeal, and the validator set doubles each time, up to 1,500 - The first decision takes minutes and costs around 50 cents - It doesn’t replace real courts, it handles small disputes nobody would take to court anyway

The American people voted for change. They want a Democratic Party that will stand up to powerful special interests, take on the billionaire class and fight for working families. That is why I am supporting Senator Chris Van Hollen to lead Senate Democrats.

I am a shareholder of Nvidia since 2015. It is the first stock I bought. I am also a gamer, a crypto investor, and a AI researcher. I own a 1080Ti, a 2080Ti, 3090, 4090, and multiple Pro 6000 GPUs. For me, Nvidia is not only the company giving me investment returns. It gave me so many joyful memories. And it is still making new memories for me every day. As shareholders and customers, we want Jensen to stay as Nvidia's CEO. We can't let 3 or 5 deep state board members decide the fate of the world's greatest company. We must let shareholders vote. LET SHAREHOLDERS VOTE! If you support us, please repost.

🚨🇺🇸 A simple majority of Nvidia's 11 directors can remove Jensen Huang "with or without cause"... and they are reportedly meeting TONIGHT Reuters says the meeting is under way, three days after the same board said it had confidence in him. Ten of the eleven directors are independent, and he owns about 3.6% of the stock, which is nowhere near enough to stop a vote against him. One longtime tech analyst described what the board is weighing: "Jensen is not replaceable... there is no other person on the management team bench that can step in seamlessly as CEO." With no successor named, speculation has turned to his children, who both started as interns and now hold senior roles. His daughter Madison, 35, leads marketing for Nvidia’s robotics and AI platforms and travels with him to major events, while his son Spencer, 36, manages robotics products. A Huang in charge would signal continuity, but their father said last month either would have to earn the job, and neither is an executive officer, so a temporary chief from outside the family is the likelier first move. Source: Reuters, WSJ / Writer: Daniel

Our message to Nvidia's board: Do not fire Jensen Huang. There is no clear replacement for Jensen Huang. We are confident that his departure would ultimately be a net negative for Nvidia, its shareholders, and the AI Revolution. First, take a look at the data. History also suggests that removing a successful CEO will come with a significant cost. A study of 187 forced CEO departures from S&P 1500 companies found that removing outperforming CEOs resulted in negative long-term stock returns. This case would be no different, in our view. Jensen Huang is the definition of an outperforming CEO. Nvidia's board must not make a decision in the heat of the moment. The board should take the time to conduct a thorough investigation and consult with shareholders, with a strong emphasis on the latter. Quite literally, Nvidia's board should convene a special shareholder meeting and hold an advisory vote on this decision. This is the most consequential CEO controversy in world history. Shareholders deserve a say. In addition, Nvidia's stock, $NVDA, is now down -35% in 26 trading days, nearly half of which is a result of the recent scandal. We believe Jensen Huang's potential removal as CEO is now ~80% priced in. Why take an action with massive downside potential when the market has already priced in much of that risk? The downside of retaining Huang may be limited, while the potential upside is tremendous. Lastly, history shows that retaining Jensen Huang could still lead to a favorable outcome. In 2019, Amazon retained Jeff Bezos as CEO after his extramarital affair became public, and the company's stock subsequently surged +108% by 2021. Personal misconduct should not be ignored, but it must also be distinguished from corporate wrongdoing and weighed against the consequences of removing an executive who is instrumental to the company's success. We believe Jensen Huang is an irreplaceable part of Nvidia and the AI Revolution more broadly. Once the dust settles, firing Jensen Huang would prove to be a costly mistake. It is time to pause and consult your shareholders.