Herman Jin · 2026-11-12 · 帖子

Jensen is irreplaceable for $NVDA because only a founder who has weathered decades of near death cycles would have the determination and leadership to TAKE RISKs required to keep the flywheel spinning He takes risk betting full resources on aggressive technical roadmaps, takes risk locking in massive supply chain commitments, takes risk undertaking neocloud investment, takes risk using NV’s b/s to guarantee residual value on its chips, and even takes risk driving cooperation with China All of the above is not something any professional managers would have the guts to do However, Jensen will almost certainly be forced out because he crossed a hard red line of US corp governance: a workplace sexual relationship and an affair that involves public co conflict of interests. For years the entire US corp ecosystem, from suppliers and customers to institutional investors, has collectively woven and operated inside this governance framework, and it simply leaves no room for this kind of personal conduct violation.