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.

Yes, inertia created by him will carry Nvidia for awhile, and then slowly, cracks will show up.

Yeah I’m not saying the effects will be immediate. But it is certainly very jarring for absolutely everyone concerned. In the immediate future everything will continue as it is today, just once we’re 6-12-18-36 months down the line in a Jensen-free Nvidia the weakness could really start to show.

Usually a transition like this can be done well when a company has some mature product or service that prints money, like Apple or Microsoft or Google for example, and the company then needs a safe pair of hands to keep that machine running. It doesn’t seem like Nvidia is in exactly that kind of situation, it’s more like a red queen race that they’re the ones leading right now.