Sandy

My take on the Nvidia saga - Jensen staying as the ceo is the thing to look out for since he is the key person risk. He runs the product strategy, client deals, and supply chain negotiations by himself. My guess is it's unlikely he will step down or be fired. US government had uncovered the spy angle almost a year back. Investigative media also published it 6 months back. The board most probably knew as well. It's possible the findings were immaterial from a security angle. The details leaked after mid-term and it seems they want to get over with the investigation and contain it before democrats take control of congress in next two months. So most likely won't result in major crises but never know. Although not much would change with Nvidia growth and numbers over the next few years coz of their monopoly, pipeline, and dependency. But the stock might just move sideways. The optics around this are indeed bad and the investigation and overhang might persist for quite some time. $NVDA

BREAKING: $NVDA has erased its entire 2026 gain and is now down 10% for the year It's crashed 31% from its October high of $243, wiping out roughly $1.82 trillion in market cap. Down another 6% today.

AI use cases will be so enticing that people would beg @Google to take all their data and help them out. #artificalintelligence #OPENAI

My take on the Nvidia saga - Jensen staying as the ceo is the thing to look out for since he is the key person risk. He runs the product strategy, client deals, and supply chain negotiations by himself. My guess is it's unlikely he will step down or be fired. US government had uncovered the spy angle almost a year back. Investigative media also published it 6 months back. The board most probably knew as well. It's possible the findings were immaterial from a security angle. The details leaked after mid-term and it seems they want to get over with the investigation and contain it before democrats take control of congress in next two months. So most likely won't result in major crises but never know. Although not much would change with Nvidia growth and numbers over the next few years coz of their monopoly, pipeline, and dependency. But the stock might just move sideways. The optics around this are indeed bad and the investigation and overhang might persist for quite some time. $NVDA

There are currently at least 2 founders who do this effectively - Elon and Jensen. I have heard/ read almost all their interviews over past 4 years and there are many tangible principles they have explicitly mentioned. I will try and summarize in this thread as I discover.

Give us more tidbits of Larry since he is so secretive and hardly says anything publicly.

Counterintuitive: Querying huge database with unstructured and multimodal data in natural language in real time (AI) is gonna make a lot of software applications and features obsolete. A lot of process optimization SaaS platforms could be victim of AI.