Re:NVIDIA Announces CEO Transition
by porphyra on Friday November 13, 2026 @01:05AM
(#50478993)
My understanding of the conspiracy theory is that the fingers point towards Anthropic:
- Anthropic is strongly at odds with NVIDIA over their stance on open models, as Jensen is very pro-open-models [0]
- Anthropic could benefit from tanking the NVIDIA stock to have more free capital to invest in their own upcoming IPO
- the NYTimes reporters that broke this story are known to have previously published articles on Anthropic
- the timing after the midterm elections is such that the Republicans (especially Trump himself, who likes Jensen quite a lot) are sufficiently weakened that they cannot protect Jensen or NVIDIA
- Dario has previously had personal anger issues surrounding Jensen and NVIDIA [1]
- it seems plausible that AI (Claude) could have been used to do the extensive research and "dig up dirt" on NVIDIA
But again, this is merely a conspiracy theory. I don't have the evidence to conclusively accuse Anthropic of anything. All I can do is point out a series of coincidences.
- Anthropic is strongly at odds with NVIDIA over their stance on open models, as Jensen is very pro-open-models [0]
- Anthropic could benefit from tanking the NVIDIA stock to have more free capital to invest in their own upcoming IPO
- the NYTimes reporters that broke this story are known to have previously published articles on Anthropic
- the timing after the midterm elections is such that the Republicans (especially Trump himself, who likes Jensen quite a lot) are sufficiently weakened that they cannot protect Jensen or NVIDIA
- Dario has previously had personal anger issues surrounding Jensen and NVIDIA [1]
- it seems plausible that AI (Claude) could have been used to do the extensive research and "dig up dirt" on NVIDIA
But again, this is merely a conspiracy theory. I don't have the evidence to conclusively accuse Anthropic of anything. All I can do is point out a series of coincidences.
[0] https://images.nvidia.com/pdf/Open-Weights-and-American-AI-L...
[1] https://fortune.com/2025/08/01/dario-amodei-outrageous-lie-j...