It’s pretty apparent that nobody can run nvidia like he did though. Firing him so abruptly is the first circle of the drain. He’s spent years building connections and a supply chain in Taiwan and the rest of Asia while coordinating operations and design in America. So when I say there’s nobody who could replace him it really does seem like that because nobody else will have that background of business relationships. It shouldn’t be overlooked that he’s made huge numbers of people in Taiwan phenomenally wealthy, and they’re not likely to be amenable to someone new coming in and claiming his status, especially if that person has been involved with getting him fired.

I'm on the betting side that nvidia will perform about as well as it has been with or without him. This is a distraction that will have an impact, to be sure, but nvidia is in a hot field of very few competitors, even after 3 years of this AI craze. In an ecosystem like that i'd say inertia plays a bigger role.