Someone with an actual long term mindset and who had the interests of the company would have groomed one or more successors, and, if, for some reason, they felt they were indispensable, would have probably avoided jeopardizing the company by allegedly having an affair with a subordinate.
There are plenty of people in the world to sleep with besides subordinates and spies. Failing the most basic of marshmallow tests is not a indication of a consistent long-term mindset.
Jensen is a colorful, important figure in the history of technology. He did make many solid long term bets. But if the company falls apart because of his reckless actions, that that's on him too.
And if it doesn't fall apart, then the credit goes to him for resigning.
All I've seen is his personal relationships drama and advocating for softening of useless export laws that didn't stop a single CPU or GPU get into China in the first place, selling to Megaspeed is hardly anything unlike what AMD or other suppliers does right now.
It's a hitjob and he probably could have fought it but chose not to.
Much like the broken unenforced rules that lets OpenAI/ycombinator sell trillions upon trillions of tokens into China each week despite all the export restriction laws against them doing it.
You really think the Chinese can't pay and access ChatGPT/Anthropic/Google premium models today?
Polymarket has the "Chinese Spy" being charged under US law at 11%
I’m not even a billionaire, but the only people I interact with are people who I work with or who insert themselves into my life because they want something.
This is a terrible decision for NVIDIA and the broader economy. Despite his personal mishaps, he should be judged primarily on value creation for shareholders.