Wednesday, November 11, 2026

Why are youse acting so cold and weird with Alice?

 And when did you stop beating your wife?

" . . .  If Jensen is indeed on his way out—and Nvidia may really not have much choice to let him go given the potential liability and reputational damage, to say nothing of the scrutiny from investigations if they don’t act—all hell may break loose.

The stock is already down in after hours, but that’s just the start.

The bigger issue for the AI world at large is that Jensen is the ringmaster of all the insane circular financing. And all that might collapse.

One immediate big question, if he does in fact go, would be whether an Nvidia with an acting CEO (perhaps the CFO?) still goes through with the billions they promised Anthropic in the IPO.

Things could get real wild real fast . . . " ( Gary Marcus )

The suspense is terrible.  I hope it lasts

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