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▲ jakozaur 2 days ago

Jensen, even after decades, remained deeply involved in many operational decisions with 40+ direct reports. He had a long-term mindset, investing heavily in Tegra and CUDA in 2009-2010, even as he was plagued by write-offs from faulty chips.

This is a terrible decision for NVIDIA and the broader economy. Jensen gets to retire with $100B+ and not deal with the crap.

▲bottlepalm a day ago | parent | next [-]

I doubt there is anyone close to his caliber that he can be replaced with. Engineers with strong leadership skills are hard to come by. Airhead CEO's with no clue when it comes to engineering are easy.

Case in point: The new interim Colette Kress is a finance MBA. China is laughing at us right now. Many engineers at Nvidia are looking at the exit.

▲x-complexity a day ago | parent [-]

Considering there are already rumors of layoffs, I have to agree.

https://www.reddit.com/r/BayAreaTalk/comments/1xu5wzy/nvidia...

Nvidia is a stagnating company now, just like Apple (Have any of Apple's new product lines shook the markets like the iPhone did?).

▲sambaumann 16 hours ago | parent [-]

If AirPods was its own company it would be bigger than salesforce or Spotify

▲meowface 2 days ago | parent | prev | next [-]

He should be thankful he's not in prison. Even without the spy and affair scandals, his lobbying to sell chips to China is treasonous due to how geopolitically critical AI will soon become. (That alone is not criminally treasonous, but with the MSS influence operation, it might be.) He should've resigned days ago.

I'm no pro-US nationalist or anything, but I am very very much anti-CCP.

▲throwaway89864 2 days ago | parent | next [-]

There is a competition in the market share for AI chips and R&D money. Including with China.

▲NetMageSCW a day ago | parent | prev | next [-]

The 1st Amendment has something to say here.

▲meowface a day ago | parent [-]

I elaborate here: https://news.ycombinator.com/item?id=50472894

Him doing that is not criminally treasonous (although if influenced by a spy there might be some sort of crime; if he knew she was a spy then it might be criminally treasonous). I say it solely in non-legal, subjective, moral terms.

▲gverrilla a day ago | parent | prev | next [-]

CCP #1

▲Joker_vD 2 days ago | parent | prev | next [-]

By the way, do we actually know if Alice Huang is actually Chinese spy, or just merely sees good money in reselling NVIDIA chips to them? Because you don't really need to be the former to do the latter.

> He should be thankful he's not in prison. Even without the spy and affair scandals, his lobbying to sell chips to China is treasonous due to how geopolitically critical AI will soon become. (That alone is not criminally treasonous,

He should be thankful he's not jailed for advocating something which is not even declared illegal yet? Is that the famous "rule of the law" I heard so much about?

▲meowface 2 days ago | parent | next [-]

The jail part is assuming the woman is in fact a spy and did in fact influence him to do this. Neither are proven.

The other part is me subjectively calling him treasonous, unrelatedly; not in a criminal way.

I should've said "depending on the results of the investigation, he may end up just being thankful he won't get a prison sentence". (Or maybe he will get a prison sentence, depending on what the investigation finds. We'll see.)

▲throwaway423342 a day ago | parent [-]

you'd thrive in a cultural revolution.

▲meowface a day ago | parent [-]

I also think Trump is treasonous and say it daily. Sometimes you just have to stand up for important moral principles.

▲vkou 2 days ago | parent | prev | next [-]

> Is that the famous "rule of the law" I heard so much about?

We're in the find-out phase of the merger of the corporation and the state, where everything is permitted as long as you send some considerations to the dear leader...

Until it's not. :)

▲machomaster 2 days ago | parent | prev [-]

> Is that the famous "rule of the law" I heard so much about?

Yes, the famous "rule for thee, not for me".

▲meredithbloom a day ago | parent | prev [-]

So basically you're saying he should be in jail because you have some personal opinions about politics. Nice.

It's funny you're saying you're against a regime that holds views similar to yours.

▲meowface a day ago | parent [-]

I only think he should be in jail if he was aware she was a spy or aware he was helping China evade the block, proven in a criminal trial.

▲afavour 2 days ago | parent | prev | next [-]

> He had a long-term mindset

Did he? A singular CEO with 40+ direct reports and no succession plan... that alone feels like a very short term mindset to me. He could have been hit by a car tomorrow, what's the contingency plan there? Not to mention the whole 'violating export restrictions' thing, that's typically not great for the long term viability of a company either.

▲lucaslazarus 2 days ago | parent | next [-]

Not sure it’s as much “short term mindset” as it is power consolidation. He doesn’t own a big voting share (only 3.5%) or a special share class like Zuck, so it’s in his interest to not have a clear #2 lest they and the board get any ideas of collaborating on a coup.

▲afavour 2 days ago | parent [-]

Sounds more and more like he had a "me" mindset, not a long-term one. Not exactly mind blowing that the board wouldn't love that.

▲lucaslazarus 2 days ago | parent | next [-]

Yeah the whole “long term mindset” idea is definitely just hagiography done with the benefit of hindsight. Indistinguishable from luck empirically!

▲NetMageSCW a day ago | parent [-]

He spent a decade supporting CUDA despite much criticism and share price losses only to ultimately be proven right. If that isn’t a long term bet, what is?

▲kortilla 17 hours ago | parent | prev [-]

Those are not mutually exclusive. If your vision is to run a company for as long as you are cogent, that’s still a long-term mindset.

▲foobiekr a day ago | parent | prev [-]

Without naming names, as that would be too identifying, the issue there is actually that Jensen was a bad and weak manager. Part of the reason for his accumulation of direct reports was not straightening out interpersonal issues amongst his reports - he has multiple sets of multiple reports each where they would naturally have a single owner but because they hate each other he couldn't have any of them report to any of the others (looking at you, Mellanox). This is a basic failure of managerial skill.

Jansen was once an engineer and a solid evangelist, but he doesn't really appear to have any skill at managing people.

▲jxf 2 days ago | parent | prev | next [-]

> He had a long-term mindset, investing heavily in Tegra and CUDA in 2009-2010, even as he was plagued by write-offs from faulty chips.

He didn't seem to have a long-term mindset when he knowingly violated export control laws (the feds are, in general, super serious about export controls) and securities laws (the feds are also, in general, super serious about whatever they consider securities fraud) over the course of at least the last six months.

It's frustrating because it was so easily avoidable. Just don't do crimes with nation-states.

▲nonethewiser a day ago | parent [-]

>He didn't seem to have a long-term mindset when he knowingly violated export control laws

Why do you say this? Perhaps he did but I haven’t seen it in the news. There were no export controls against a a Megaspeed.

I wouldn’t be surprised if he did because it would clarify NVIDIAs decision to get rid of him.

▲skullone 2 days ago | parent | prev [-]

Thousands and thousands of employees played a more direct role. And in fact, many would've done things different, like not violating export controls and having affairs with reports. Don't simp for a CEO, you're weird

▲ 2 days ago | parent | next [-]
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▲_blk 2 days ago | parent | prev [-]

Good leadership 101: Take the blame, leave the credit