Why would Jensen without Nvidia be a better bet than Nvidia without Jensen?

It's not just the Chinese spy. NYT:

> Jensen Huang... also had an extramarital relationship with an executive who reports to him, according to five people who worked at the company.

> Jensen will be allowed to start another "Nvidia".l

Jensen has a very good relationship with Musk. I think he would hire him and put him CEO of Terrafab, of course only if Jensen is down for it as well.

He will have a non compete agreement for a while. May be 1 year or more.

> he knows the ins and outs of a GPU fab business plus he has all the connections.

Building an Nvidia competitor would be a long, hard slog that almost certainly ends in failure for anyone including Jensen Huang.

They (NVIDIA) have tens of thousands of patents on their technology that would be hard to build around and commitments that lock up 60-70% of TSMC's CoWoS capacity.

What do you mean "allowed"?

> whether Jensen will be allowed to start another Nvidia

Sure. After he's done responding to the Congress and various investigators and his family, something I suspect will occupy a good part of his next decade.

> He now knows how not to get trapped into a tactically targeted honeypot…

Does he? Plenty of serial cheaters out there getting caught repeatedly.

If I am Lip-bu at Intel, I’d wire Huang after news cycle cools.

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He's still a shareholder. It is considered extremely bad form to start a company that competes with a company that you are still a shareholder of unless you have not been fired with cause. The only other example I can think of is Jobs. So it is possible but I would assume that post Jobs contracts were put together in such a way that it would be very hard to compete with the company you got booted out of and that you are still a shareholder of. I've signed a couple of contracts over the years just as shareholders and those already mentioned that if I had competing interests the deal would be null and void and I'd be liable, and for good reasons too.