NVIDIA without Jensen? That’s a huge risk. The company may be bigger than ever but replacing its visionary won't be easy.
I don't think there is a more hallmark visionary CEO than Jobs, and Apple isn't exactly doing poorly today.
Maybe the veneer isn't there, but it's very hard to make the case that Apple has in any way failed following the loss of him. Cook was pretty mediocre, and it shows that when you have a strong ship sailing, you just need a "not total idiot" to keep it going.
loading story #50468644
loading story #50470483
loading story #50468631
loading story #50468780
loading story #50470679
NVIDIA would be without Jensen some day anyway, and he still owns a lot of stock.
Temporary setback maybe, but I guess I don't see how an organization this large can depend so much on 1 person
That's not a useful defense. I think everyone here knows that Tesla and SpaceX without Elon would trade at a third or a fourth their current valuations. People are invested in breathing Elon's gas. But if it's bullshit, like selling chips to a cut out, and making that cut out a priority customer, that undermine's confidence in all the reported financials having to do with AI.
Obviously, only him could have great visions about NVIDIA. I am expecting a 'we are going to stagnate, at best, without Jensen' worded admittance now from those poor folks remained in the organisation, with all those visionary thoughts taken away from them so abruptly. CEOs are the one taking the companies forward!
[flagged]