Jensen Acting Defensive
In the most recent pod, they brought up the change in Jensen over time. A few years ago smiling and signing women’s boobs to now where he constantly looks stressed and snaps a lot more.
There’s always the fact that heavy is the head that wears the crown. Mo money mo problems. As NVIDIA gets bigger it is much more complicated to run.
There was also slight insinuation that holding up a sham operation is stressful. Im sure on a podcast you need to be really careful about speculation about a company like NVIDIA committing fraud, but we don’t have to.
I think it’s the house of cards and keeping things going. Every NVIDIA release mentions “this doesn’t include Chinese sales” but we all know it does. I think they knowing send out a ton if GPU’s to the UAE with zero thought know ling exactly where those chips are going. I think at this point they said a big chunk of their revenue is to “sovereign” entities?