Jensen messed up by splitting the power between all board members equally, and not getting a bunch of his family on a board.

The lesson is that if you do the right, non-authoritarian thing, you get punished

Shareholders don't care that he's having sex outside his marriage.

Second, there is no proof that any moral standard is being applied at all. This could (and in my opinion likely) have nothing to do with a moral standard and more to do with extenuating information uncovered in the investigation or a strategic shift to protect against the current admin. There is likely so much happening behind the scenes and so many people have so much money to lose, I think it’s prudent for us to first exhaust all non-moral possibilities (unfortunately).

The biggest questions are:

1. Did Jensen knowingly compromise national security (criminal implications) 2. What is the fallout / impact in the AI arms race

Elon’s comparable fuck-up was betraying Ukraine with his Starlink intervention. It’s a huge deal. Unlike Nvidia, he has no Board to hold him accountable, it will have to be done by the Congress and states. (Europe will be useless as usual.)

As a result, that hammer will fall much more directly on his companies. It will just take more time to do so.

Zuckerberg, to my knowledge, hasn’t compromised American security in a comparable way to these two.

Government could hold him accountable, and some of those gears have been turning over the last decade. In response he has spent a lot of money trying to steer elections and gain the influence of the ones in power to try to avoid accountability from that direction as well.

The double standard is that if you play capitalism well enough you are shielded from the consequences that others would face.

Yes Elon and Zuck are abhorrent, but when they have tried to break the law, they have been held accountable in some sense. Not to the extent that they deserve it, but still.

If they become as big a libility to their businesses, even their controling shares won't save them