Anthony Pompliano (Parody)

It is very clear that shareholders are unhappy with the idea of Jensen Huang being ousted at Nvidia.

It is also clear that the board of directors feel like they have to do something.

The ultimate question will be whether the board works for the shareholders or the shareholders get dragged along with the board’s desires.

We know legally it is the former, but don’t underestimate a board’s contrived sense of duty in a moment of crisis.

Bidding for Jensen’s leather jacket starts at $1 million

Charlie Munger once said liquor, leverage, and ladies are the downfall of men.

Everyone thought AI would blow up over leverage, but no one was prepared for it to be women.

Jensen’s yet-to-be-launched Nvidia competitor is going to do numbers in the seed round.

Before any rumors get started, I am not interested in replacing Jensen as the CEO of Nvidia.

If Nvidia ousts Jensen Huang and the bull market continues, there is literally nothing that will stop the AI tsunami from enriching investors.

The New York Times is reporting “Jensen Huang had a relationship with an Nvidia executive who reported to him.”

Headlines are about to get very crazy in the coming days.

All the noise around the AI sell-off is just that…noise.

Fundamentals are getting better as stocks get cheaper.

The bears will be in shambles soon enough.

Happy Veterans Day to all those who served this great nation of ours 🇺🇸

Good morning. Today is going to be a great day. Let’s get after it relentlessly.

More parents should consider home school.

There is a good chance you can educate your child better than the government can.

I sat down with @DivesTech to break down the Jensen Huang controversy and what it means for Nvidia, China, and the entire AI industry.

We also discuss Anthropic’s IPO, OpenAI, $TSLA, $SPCX, $PLTR, $CRWV, $META, and whether the AI bull market can survive this moment.

YouTube: https://youtu.be/PWMNwdI360M?si=wXh8SICUXmvyGqlA
Spotify: https://open.spotify.com/episode/1iVgwMpc3GXQBDZ4IeN0ff?si=MzFnOoJDRKGUUcwWZ8QKYw
Apple: https://podcasts.apple.com/us/podcast/is-jensen-huang-finished-at-nvidia-dan-ives/id1434060078?i=1000801073876

TIMESTAMPS:
0:00 - Intro
0:56 - Will Jensen Huang remain Nvidia CEO?
4:57 - What this means for China & US chip exports
9:03 - The spy story: what’s really going on?
16:10 - The most resilient bull market ever?
21:33 - Anthropic IPO & falling valuation
23:12 - Frontier models vs. their partners
27:12 - OpenAI going public
30:26 - Marvell merger, leverage & AI’s first-phase winners
35:21 - CoreWeave, Nebius & Palantir
37:36 - SpaceX, Tesla & the midterm fallout
41:11 - Cybercab, robotics & China’s lead
43:30 - Still bullish on AI?
45:08 - Meta’s comeback

I met two 25 year old guys yesterday who are killing it marketing software on social media.

They kept referring to anything uncool as "unc"

At some point, I realized "unc" is their version of my generation's "boomer" quip.

The more things change, the more they stay the same.

Good morning. Today is going to be a great day. Let’s get after it relentlessly.

I sat down with iConnections CEO @rbiscardi to break down how pensions, endowments, and sovereign wealth funds are thinking about AI, data centers, Anthropic, and the venture comeback.

We also discuss what’s holding back institutional bitcoin adoption and whether private credit has real issues or not.

YouTube: https://youtu.be/RX1m7PdjPqQ?si=zfVPzmt_SHGq9v9y
Spotify: https://open.spotify.com/episode/0OOkzBJ93VHwpqLQbyhnlM?si=z46SoXu5TPCrRUlRqG_3HA
Apple: https://podcasts.apple.com/us/podcast/bitcoin-beats-stocks-for-the-next-5-years-jordi-visser/id1434060078?i=1000800405509

TIMESTAMPS:
0:00 - Intro
1:29 - How institutional money is reacting to the midterms
4:44 - Texas data center slowdown
8:51 - SpaceX orbital data centers
12:02 - Anthropic, OpenAI & the venture comeback
19:45 - What institutions really think of bitcoin
23:32 - Regulation, custody & the Binance hack
27:08 - Is private credit fear overblown?
32:35 - Why institutions move slower
34:50 - TomorrowX Summit in Austin

Militaries around the world are investing billions into missiles, drones, robots, and autonomous submarines, yet the greatest threat on the battlefield remains female spies soliciting undisciplined men.

Story as old as time.

Everyone is talking about the Trump interview for what was said by the President, but more people should be acknowledging how good @Douthat60 is as an interviewer.

Hall of Fame performance from Ross.

It would be objectively hilarious if Jensen’s affair marked the bottom of the AI sell-off.

The market gods sacrificed the reputation of the AI godfather in order to purge the bad spirits.