I see people bemoan that this is going to hurt Nvidia. First of all, it’s not like Nvidia will crumble in a few weeks. The company has a sky-high valuation because of the moat they’ve built. That doesn’t just disappear simply because Jensen steps down.

Second, yeah long term this might set Nvidia back, but are we going to say that not only are there companies which are too big to fail, but now individuals can be too? They can violate international trade sanctions and get scott free because it might harm their company? What CEO wouldn’t then be incentivized against setting up a succession plan? Why wouldn’t adversarial governments target critical CEOs even more, knowing they are effectively untouchable?

Jensen objectively fucked up royally. I saw someone describe him as a victim in all of this. I’m sorry but I don’t see how it’s unreasonable to hold CEO’s in these key positions to very high standards. They’re rewarded with extraordinary wealth and influence, yet some seem eager to excuse them from the accountability that should come with that power.