Yi Lihua publicly stated his strong support for Jensen Huang returning to Nvidia.
Liquid Capital founder Yi Lihua (JackYi) wrote that Jensen Huang is both an important bull in the AI industry and a key pillar of the entire AI ecosystem, and that his departure would be a huge loss for the AI field. He believes Huang’s departure would not change the AI industry’s long-term trajectory, but could trigger deleveraging and a clearing of bubbles in the short term, putting pressure on U.S. stocks for a period of time. He is also concerned that fears could spread to other leading figures in tech. He also believes that the upcoming IPOs of OpenAI and Anthropic could mark a temporary peak in this wave of AI market euphoria.
· The short-term pressure and bubble-clearing scenarios are Yi Lihua’s personal views, not established facts.
· In terms of strategy, he said he remains bullish on AI-related U.S. stocks and the crypto market over the long term, while choosing to wait for opportunities in the short term.
Are you more concerned about the pace of deleveraging he described, or the timing of OpenAI and Anthropic’s IPOs?
Liquid Capital founder Yi Lihua (JackYi) wrote that Jensen Huang is both an important bull in the AI industry and a key pillar of the entire AI ecosystem, and that his departure would be a huge loss for the AI field. He believes Huang’s departure would not change the AI industry’s long-term trajectory, but could trigger deleveraging and a clearing of bubbles in the short term, putting pressure on U.S. stocks for a period of time. He is also concerned that fears could spread to other leading figures in tech. He also believes that the upcoming IPOs of OpenAI and Anthropic could mark a temporary peak in this wave of AI market euphoria.
· The short-term pressure and bubble-clearing scenarios are Yi Lihua’s personal views, not established facts.
· In terms of strategy, he said he remains bullish on AI-related U.S. stocks and the crypto market over the long term, while choosing to wait for opportunities in the short term.
Are you more concerned about the pace of deleveraging he described, or the timing of OpenAI and Anthropic’s IPOs?
