Tony Andarian

I think something is fundamentally broken inside the AI labs. Let me explain why. Look at the builders. Elon in 2008, Tesla and SpaceX both weeks from death, putting his last dollars on the table. Jensen running Nvidia for years under the motto "we're 30 days from going out of business." Travis, kicked out of the company he built with his own hands. Building a company is a machine for humility. Reality hits you every single day. Customers don't care about your vision. Payroll doesn't care about your ego. The market punishes you the moment you start believing your own story. That's why real founders, whatever you think of them, end up grounded. They've been humiliated by reality enough times to know they can be wrong. Dario's story started well. He left OpenAI at the end of 2020, with a group of researchers, because he didn't like how things were being run there. And on Sam, history proved him right: a board that fired him for not being "consistently candid," the war with Elon over turning a nonprofit into a profit machine, the Scarlett Johansson voice episode. Dario looked at all that and said: not like this. I genuinely believe he was sincere at the start. But I think he got corrupted by two things. The first is hubris. Five years from founding to one of the biggest IPOs in history. When the world validates everything you say that fast, you stop hearing the word no. You never get the humbling years Jensen and Elon got. The second is a deeply collectivist vision of how humanity should be managed. The idea that AI is too dangerous for the many, so a small enlightened group must decide for everyone: who gets chips, which countries, which companies, which models. Jensen summed it up better than anyone: "He thinks AI is so scary, but only they should do it." That's not safety. That's central planning with a moral halo. Now look at the last two weeks. Jensen goes down in a personal scandal. His private life is his business and his board made its call. But look at who was pushing. Anthropic put $40M into a political group that funded super PACs backing lawmakers who then co-signed the letter demanding Jensen explain himself. The man who stood in the way of chip export bans, the man Trump personally called to tell him to fight for his job, is gone. Days before Anthropic's IPO. And Nvidia is one of Anthropic's investors, which makes the whole thing even stranger. I'm not saying Dario orchestrated it. Nobody has proven that. But Anthropic and this administration have been at war over AI policy for a long time, and Jensen was the industry's bridge to this White House. When the lab that preaches humility funds the political machine that ends up taking down its biggest ideological opponent, you're allowed to ask questions. That's the core problem. People who've never been humbled by reality, convinced they're saving humanity, holding the most powerful technology ever built. That's the most dangerous kind of power: the kind that thinks it's virtuous. Builders build. They don't take down other builders.

I don't know how many Americans realize what they just lost. This isn't a CEO. It's a national treasure. And I'm going to prove to you, step by step, that the Nvidia board's decision goes against the interests of the United States. And that if America wants a future against China, it has to fight to bring Jensen Huang back. A. The AI race is won on compute. That's not an opinion, it's physics. The most powerful models are the ones with the most compute. And most of America's compute runs on Nvidia chips. B. Nvidia's lead is one man's judgment. Jensen is the one who bet on CUDA when nobody believed in it. He's the one who understood before anyone else what deep learning would become. He's the one who pivoted the entire company toward AI, years before ChatGPT. Thirty-three years of decisions nobody else would have made. C. The board prepared no successor. It admits it itself: it's now considering searching for a CEO from the outside. That means months of searching, internal power struggles, cautious decisions. At the exact moment Huawei is accelerating with the entire Chinese state behind it. D. The market has already delivered its verdict. The stock dropped another 10% or so on the announcement. Hundreds of billions of dollars gone. And those dollars are also the retirement savings of tens of millions of Americans. Conclusion: who benefits from this decision? Not America. Not shareholders. Not employees. China. Now let's look at what he's accused of. Yes, Jensen messed up. Twice. That's real. I'm not defending his private life. But he isn't accused of any crime. No one has shown that a single secret leaked. The board itself wrote that it had no reason to believe national security or Nvidia's secrets were compromised. You don't destroy the pillar of America's technology strategy over a moral failing. You sanction it, you tighten oversight, and you keep the man the country needs. And we know exactly how to do it. There's a precedent. In 2018, the SEC went after Elon Musk. Many demanded he leave Tesla. The solution? He gave up the chairmanship, Tesla added independent directors, and he stayed CEO. You know the rest: Tesla became one of the most valuable companies in the world. Nvidia just appointed its first-ever board chair. The oversight structure is there. The only thing missing is the founder. Because founders aren't managers like the others. Peter Thiel laid it out in Zero to One: founder-led companies are capable of long-term planning, of making decisions nobody else would dare to make, and of inspiring a loyalty no hired manager can ever buy. Paul Graham called it "founder mode": when a founder runs the company, the rules of conventional management don't apply. They see things nobody else sees. Steve Jobs is the living proof. Apple's board fired him. Twelve years later, Apple was months from bankruptcy. Jobs came back and made it the most valuable company in the world. How many years were lost? How many products never launched? And recent history has even shown us that a comeback is possible. Three years ago, OpenAI's board fired Sam Altman. Within five days, more than 700 of its 770 employees threatened to leave. Investors applied pressure. Altman came back, and the board was replaced. What was undone in five days at OpenAI can be undone at Nvidia. Employees need to speak up. Shareholders need to speak up. Washington needs to understand what's at stake. Everyone who believes America must win this race needs to say loud and clear that this decision is a historic mistake. You will never find another Jensen Huang. Not in ten years. Not in thirty. There's only one. Bring him back. #BringBackJensen