Who stood where on Jensen

31 people, placed by their own posts on X. Up means he should stay. Right means sell chips to China.

as of · method · dispute

Verdict on Jensen Huang against prior stance on AI chips to ChinaA five by five grid. Left to right: stance on selling AI chips to China, from ban to sell. Bottom to top: verdict on Huang, from go to stay. Each mark is one person and links to their posts below.−2 ban+2 stay−1 keep controls+1 back / wait0 neutral / none0 no verdict+1 loosen−1 problem+2 sell−2 goCHIPS TO CHINA →JENSEN →Bill Ackman: Jensen +1, no chip stanceAckmanJason Calacanis: Jensen +1, no chip stanceCalacanisRon Conway: Jensen +1, no chip stanceConwayGavin Baker: Jensen +1, chips +1BakerGary Black: Jensen −1, no chip stanceBlackAlex Bores: Jensen −1, no chip stanceBoresCharles Gasparino: Jensen −1, no chip stanceGasparinoGary Marcus: Jensen −1, no chip stanceMarcusMatthew Yglesias: Jensen −1, no chip stanceYglesiasEd Zitron: Jensen −1, no chip stanceZitronDeirdre Bosa: Jensen 0, no chip stanceBosaMark Kern: Jensen 0, no chip stanceKernNassim Nicholas Taleb: Jensen 0, no chip stanceTalebAndrew Wilkinson: Jensen 0, no chip stanceWilkinsonSen. Chris Coons: Jensen −1, chips −2CoonsRep. Michael McCaul: Jensen −1, chips −2McCaulChris McGuire: Jensen −1, chips −2McGuireSen. Chuck Schumer: Jensen −1, chips −2SchumerSen. Elizabeth Warren: Jensen −1, chips −2WarrenJim Cramer: Jensen 0, chips +1CramerDan Ives: Jensen 0, chips +1IvesDHH, David Heinemeier Hansson: Jensen +2, no chip stanceDHHThe Kobeissi Letter: Jensen +2, no chip stanceKobeissiPalmer Luckey: Jensen +2, no chip stanceLuckeyShaun Maguire: Jensen +2, no chip stanceMaguireElon Musk: Jensen +2, no chip stanceMuskTim Sweeney: Jensen +2, no chip stanceSweeneyJesse Tinsley: Jensen +2, no chip stanceTinsleyThe Economist: Jensen −2, no chip stanceEconomistRyan Fedasiuk: Jensen −2, chips −1FedasiukAlec Stapp: Jensen −1, chips −1StappVerdict on Jensen Huang against prior stance on AI chips to ChinaA five by five grid. Left to right: stance on selling AI chips to China, from ban to sell. Bottom to top: verdict on Huang, from go to stay. Each mark is one person and links to their posts below.−2+2−1+100+1−1+2−2← ban chipssell to China →← Jensen outJensen stays →Bill Ackman: Jensen +1, no chip stanceBAJason Calacanis: Jensen +1, no chip stanceJCRon Conway: Jensen +1, no chip stanceRCGavin Baker: Jensen +1, chips +1GBGary Black: Jensen −1, no chip stanceGBAlex Bores: Jensen −1, no chip stanceABCharles Gasparino: Jensen −1, no chip stanceCGGary Marcus: Jensen −1, no chip stanceGMMatthew Yglesias: Jensen −1, no chip stanceMYEd Zitron: Jensen −1, no chip stanceEZDeirdre Bosa: Jensen 0, no chip stanceDBMark Kern: Jensen 0, no chip stanceMKNassim Nicholas Taleb: Jensen 0, no chip stanceNTAndrew Wilkinson: Jensen 0, no chip stanceAWSen. Chris Coons: Jensen −1, chips −2CCRep. Michael McCaul: Jensen −1, chips −2MMChris McGuire: Jensen −1, chips −2CMSen. Chuck Schumer: Jensen −1, chips −2CSSen. Elizabeth Warren: Jensen −1, chips −2EWJim Cramer: Jensen 0, chips +1JCDan Ives: Jensen 0, chips +1DIDHH, David Heinemeier Hansson: Jensen +2, no chip stanceDHThe Kobeissi Letter: Jensen +2, no chip stanceKLPalmer Luckey: Jensen +2, no chip stancePLShaun Maguire: Jensen +2, no chip stanceSMElon Musk: Jensen +2, no chip stanceEMTim Sweeney: Jensen +2, no chip stanceTSJesse Tinsley: Jensen +2, no chip stanceJTThe Economist: Jensen −2, no chip stanceEcRyan Fedasiuk: Jensen −2, chips −1RFAlec Stapp: Jensen −1, chips −1AS

chip stance on recordnone foundstance and verdict match

8 of 10 with a chip stance on record land in the hatched corners. 21 more have none yet.

Broke the story

Receipts

Sell chips · keep Jensen 1

Gavin Baker

@GavinSBaker · CIO, Atreides Management

Jensen +1chips +1

  • And/or have a shareholder vote after the investigation is complete.

    Jensenquoteopenparent

  • America will always have the best models with minimal risk

    chipsreplyopen

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Control chips · Jensen out 7

Sen. Chris Coons

@ChrisCoons · US Senator, Delaware

Jensen −1chips −2

  • I’m pushing to investigate Jensen Huang and Nvidia

    Jensenopen

  • ensure our most advanced chips don’t end up in the hands of the CCP

    chipsopen

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Ryan Fedasiuk

@RyanFedasiuk · China and technology analyst

Jensen −2chips −1

  • Jensen Huang should resign.

    Jensenopen

  • I was shocked but not surprised to see @nvidia’s announcement

    chipsopen

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Rep. Michael McCaul

@RepMcCaul · US Representative, Texas

Jensen −1chips −2

  • The U.S. should immediately pause the shipment of advanced AI chips to China

    Jensenopen

  • we must protect these critical national security assets

    chipsopen

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Chris McGuire

@ChrisRMcGuire · Senior fellow, Council on Foreign Relations

Jensen −1chips −2

  • Jensen’s behavior is only half the story.

    Jensenopen

  • Approving sales to China of Nvidia H200 AI chips

    chipsopen

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Sen. Chuck Schumer

@SenSchumer · US Senator, New York

Jensen −1chips −2

  • We need answers immediately

    Jensenopen

  • Giving China access to this premier US technology is dangerous

    chipsopen

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Alec Stapp

@AlecStapp · Co-founder, Institute for Progress

Jensen −1chips −1

  • Now is a good time to revisit some old clips of Jensen

    Jensenopen

  • Jensen gives a misleading answer

    chipsopen

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Sen. Elizabeth Warren

@SenWarren · US Senator, Massachusetts

Jensen −1chips −2

  • Congress is back today. We have legislation ready to go

    Jensenopen

  • it will not approve a single H200 license to China

    chipsopen

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No chip stance · keep Jensen 10

Bill Ackman

@BillAckman · CEO, Pershing Square

Jensen +1chips —

  • We should all support him and his family. Onward.

    Jensenopen

  • I am not suggesting he gets a free pass.

    Jensenopen

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Jason Calacanis

@Jason · Investor; co-host, All-In podcast

Jensen +1chips —

  • finish their investigation and (b) make @JensenHuang the chairman if it comes to that

    Jensenopen

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Ron Conway

@RonConway · Founder, SV Angel

Jensen +1chips —

  • let’s pause for a moment and remember what Jensen has contributed to our industry

    Jensenopen

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David Heinemeier Hansson

@dhh · Co-founder, 37signals

Jensen +2chips —

  • NVIDIA would be wrong to fire Jensen.

    Jensenopen

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The Kobeissi Letter

@KobeissiLetter · Markets newsletter

Jensen +2chips —

  • He should not have resigned.

    Jensenopen

  • Our message to Nvidia's board: Do not fire Jensen Huang.

    Jensenopen

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Shaun Maguire

@shaunmmaguire · Partner, Sequoia Capital

Jensen +2chips —

  • two mistakes don’t make a right, and I believe Jensen is irreplaceable

    Jensenopen

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Elon Musk

@elonmusk · CEO, Tesla and SpaceX

Jensen +2chips —

  • I agree

    Jensenreplyopenparent

  • @zerohedge That would be an honor

    Jensenreplyopenparent

  • @GavinSBaker Exactly

    Jensenreplyopen

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Tim Sweeney

@TimSweeneyEpic · Founder and CEO, Epic Games

Jensen +2chips —

  • Save Jensen. This would be an Apple firing Steve Jobs level of idiocy

    Jensenopen

  • A sad day for NVIDIA, developers, America, and all humanity.

    Jensenopen

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Jesse Tinsley

@JesseTinsley · Founder and investor

Jensen +2chips —

  • Literally the worst decision in our lifetime by a Board of Directors.

    Jensenopen

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No chip stance · Jensen out 7

Gary Black

@garyblack00 · Managing partner, The Future Fund

Jensen −1chips —

  • I doubt Jensen Huang will be able to remain as $NVDA CEO.

    Jensenopen

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Alex Bores

@AlexBores · New York State Assembly member

Jensen −1chips —

  • famous for having 60 direct reports without any one-on-ones

    Jensenopen

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The Economist

@TheEconomist · Newspaper; the post links its leader article

Jensen −2chips —

  • And his should not be the only head to roll

    Jensenopen

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Charles Gasparino

@CGasparino · Financial journalist

Jensen −1chips —

  • This is why IMHO @JensenHuang resigns.

    Jensenquoteopen

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Gary Marcus

@GaryMarcus · AI researcher and author

Jensen −1chips —

  • oh my god. this just gets worse and worse

    Jensenopen

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Ed Zitron

@edzitron · Writer, Where’s Your Ed At

Jensen −1chips —

  • Spare me any “good man” bullshit

    Jensenopen

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No verdict 6

Deirdre Bosa

@dee_bosa · Anchor, CNBC

Jensen 0chips —

  • Don’t see an obvious successor with that same instinct.

    Jensenopen

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Jim Cramer

@jimcramer · Host, CNBC’s Mad Money

Jensen 0chips +1

  • Jensen we hardly knew yah. Just plain awful....

    Jensenopen

  • have Nvidia to be the dominant choice worldwide

    chipsopen

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Dan Ives

@DivesTech · Analyst, Wedbush Securities

Jensen 0chips +1

  • writing is on the wall that Jensen’s days at Nvidia could be numbered

    Jensenopen

  • if Jensen was removed as CEO, Nvidia is worth a lot less (25%-30%)

    Jensenopen

  • Nvidia resuming H20 chip sales in China is a gamechanger in our view.

    chipsopen

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Mark Kern

@Grummz · Game developer

Jensen 0chips —

  • He's giving up his board seat as well. That's...really severe.

    Jensenopen

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Nassim Nicholas Taleb

@nntaleb · Author, The Black Swan

Jensen 0chips —

  • a centibillionaire, Jensen Huang, is less free than a random plumber

    Jensenopen

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Andrew Wilkinson

@awilkinson · Co-founder, Tiny

Jensen 0chips —

  • Jensen’s affair is a blip for Nvidia.

    Jensenopen

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Off the chart

Financial Times

@FT · Newspaper

Reported the relationship two days before the admission.

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The Wall Street Journal

@WSJ · Newspaper

Reported on 11 November that the board was preparing to remove him.

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Method

Corrections

None yet.