Bob

KEEP YOUR HUANG IN YOUR PANTS. 🍯 I am not going to tell you where or when, so do not ask. Years ago, I worked a deal worth $1.7 billion. We won it. We had the better solution. We also had the better scouting report. One of the women on our team noticed the same man was at our hotel every single week. Nice guy. Chatty. He was the lead on the team bidding against us. She started seeing him. When he asked what she did, she said she was a consultant for one of the Big 3, which had the advantage of being true earlier in her career. He never asked a follow-up question. Over dinner, in his own voice, with nobody holding a gun to his head, that man gave her their entire approach, their staffing plan, and the detail that the client could not stand them. So we knew what they were bringing before they brought it, and we countered it. The scouting report just made sure the client saw the difference. That was a procurement. Nobody's country was on the table. Worst case was a bad quarter for a competitor and a deeply awkward morning at a hotel bar. Let me save the analysts some time. Men will do anything for a blowie. Any man. I do not care how many degrees he holds or how many billions sit in his brokerage account. Men are simple, and every intelligence service on the planet has had that written down since before I was born. Now look at Jensen Huang. US intelligence believes China's Ministry of State Security recruited Alice Huang, also known as Huang Le, a top executive at the Singapore firm Megaspeed, to get close to the man who makes the chips. Megaspeed stands accused of smuggling $2 billion in banned AI chips into China through a subsidiary called Speedmatrix. Huang confirmed the relationship himself on Sunday, in a memo to his own company: "I was unfaithful to my wife." If one dinner date could pull a full bid strategy out of a sales lead, somebody explain to me what a professional intelligence service pulled out of the man who makes the chips. Nvidia says it has "no reason to believe" anything was compromised. The board hired outside counsel to check anyway. Here is the part that makes me want to put my head through a wall. He took her places. After Megaspeed placed a large GPU order, she shows up in a photograph with Huang and executives from Gigabyte and NetThunder. A year later, somebody photographs her walking out of a restaurant in Taiwan behind him. Sir. There is an entire discipline called tradecraft, and you violated it with a camera phone in the room. A word on the finances. Forbes puts him north of $200 billion, the seventh richest human on earth. He lives in California, and California is a community property state, where the default starting line in a divorce is a straight fifty-fifty split of everything built during the marriage. Shares fell as much as 8% Monday morning and closed down a little over 4%, which took $192 billion of market value off the company in one session. Three House chairmen now want him behind closed doors. Moolenaar on China, Mast on Foreign Affairs, Crawford on Intelligence. Jensen. You married your engineering lab partner at Oregon State in 1985. Nvidia came eight years after that, which puts the whole company inside the marriage. Forty-one years later, every photo I have seen shows Lori doing just fine. If the objective was to get laid, you could have taken your own wife to dinner for the price of a cab ride. Instead, you picked the option that runs about a hundred billion dollars under California law and ends with you explaining yourself to three House committees. My teammate got a competitor's game plan for the price of dinner. Whatever Beijing got out of him, nobody is going to tell us, and they still have it. I bet it started with a blowie. 🦋