ジェンスン・フアンはやはり「クビにできない」存在ではなかった

Jensen Huang Wasn't Too Big To Fire After All

AI Inside44分
ジェンスン・フアンはやはり「クビにできない」存在ではなかった

ジェンスン・フアンはやはり「クビにできない」存在ではなかった

AI Inside

0:0044:39

要約

Jason Howell と Jeff Jarvis が、Nvidia CEO ジェンスン・フアンの辞任を受けて緊急収録した回。前日に「クビにできないほど大きいのか」と問うた直後に辞任が発表され、Jeff は自らの予想の誤りを認める。二人は株価の反応、CFO の Colette Kress による暫定CEO就任、後継候補、オープンウェイトAIへの影響、権力集中の問題を議論した。なお内容は番組内の報道や推測に基づく発言である。

この回のポイント

  • ●Jeff Jarvis は前日に「too big to fire」と述べたが、収録後に2件目の不倫報道が出て取締役会が即座に動き、フアンは辞任した。二人は自らの予測の誤りを認めている。
  • ●株価は寄り付きで最大14%下落したが、収録時点では約5%安に回復。AMD や TSMC は上昇しており、市場の反応は限定的だと二人は見ている。
  • ●暫定CEOはCFOの Colette Kress。Jeff は、AI企業への資金供給など循環的な金融構造の設計者でもあると指摘し、直属の部下が約60人いる組織をどう再編するかが課題だと述べた。
  • ●Jeff は、フアンをAI業界で最も理性的な声の一人と評し、AIが「誤った手」に握られていると主張。権力が少数の個人に集中しすぎているという見方を示した。
  • ●オープンウェイトAIへの影響について、Jason は Nvidia は支持者の一人にすぎず進展は止まらないと見る。Jeff はフアンが名誉回復するなら関連する研究機関設立も一案と述べた。
  • ●後継候補として Kalshi の予測市場には Ian Buck、Colette Kress、Rene Haas が挙がり、Trump は Tim Cook を推した。二人は複雑な事業を理解する人物が必要と語った。

章立て

  1. 緊急放送の幕開けと予測の誤り

    前日の放送後に事態が急変したことを受け、Jeff が自らの「クビにできない」という予想が外れたと認める。

  2. フアン辞任の経緯

    2件目の不倫報道、取締役会の即時対応、会長の設置、創業時の株式構造への言及などを議論する。

  3. 市場の反応

    寄り付きで約14%下落した株価が約5%安まで戻ったこと、AMD や TSMC の上昇、バブル崩壊の引き金になるかを話す。

  4. Colette Kress の暫定CEO就任

    CFOが暫定CEOとなる意味、約60人の直属部下、中国スパイ疑惑や政府の関与をめぐる話題を扱う。

  5. 権力集中とフアンの再起

    AI業界の指導者への不信、億万長者への批判、フアンが名誉を回復できるかを論じる。

  6. オープンウェイトAIへの影響

    フアンの退任が Nvidia のオープンウェイト支持や中国との関係に与える影響を考える。

  7. 後継者候補

    Ian Buck、Colette Kress、Rene Haas、Tim Cook などの名前と、必要な資質を議論する。

  8. フアンの足跡と締めくくり

    1993年の創業からGPU、AI需要までの歩みを振り返り、取締役会の迅速さに触れて終える。

解説記事

AI・テクノロジー番組「AI Inside」の Jason Howell と Jeff Jarvis が、2026年11月12日、Nvidia CEO ジェンスン・フアンの辞任を受けて緊急のライブ配信を行った。前日の通常回で「フアンはクビにできないほど大きいのか」を論じたばかりだっただけに、Jeff は自らの予測の誤りを率直に認めている。以下、二人の発言をもとに内容を整理する。なお、不倫や中国との関係などは番組内で言及された報道・推測であり、事実関係が確定したものではない。

前日の予測から辞任まで

Jeff は前日の放送で「too big to fire」と述べていた。しかし収録後に、フアンが部下である副社長と関係を持っていたという2件目の報道が出た。取締役会は直ちに会合を開き、それまで置かれていなかった会長も設けられ、24時間足らずでフアンは辞任した。Jason は、解任という不名誉を避ける形で辞任を認められたのではないかと推測している。

Jeff はさらに、Mark Zuckerberg が Meta で議決権の過半を握っているような株式構造を、フアンが築いていなかった点にも触れた。二人は家族への影響を痛ましいと述べつつ、番組として重視するのはゴシップではなく、AI時代の中心企業のトップが突然去ることの意味だと位置づけた。

市場の反応と暫定体制

Nvidia 株は寄り付きで最大14%下落したが、収録時点では約5%安まで戻った。AMD は5〜6%上昇し、TSMC も堅調だという。Jeff は、市場がバブルを破裂させる口実を探していたなら、これはその機会だったはずだが、そうはならなかったと述べた。ただし事態はまだ新しいとも付け加えている。

暫定CEOには CFO の Colette Kress が就いた。Jeff は、彼女が Nvidia が顧客に資金を供給してチップを買わせるような循環的な金融構造の設計者でもあり、評価は割れうると指摘した。また、フアンには約60人の直属の部下がおり、この体制の再編が課題になるとした。同時に、フラットな組織は知識がフアンに集中していた可能性もあり、失ったものの大きさはまだ分からないと語った。

権力の集中と「理性的な声」の喪失

Jeff は、フアンを「狂った業界の中の理性的な声」だったと評した。対比として、Elon Musk、Dario Amodei、Sam Altman に言及し、AIは「誤った手」にあるという持論を繰り返している。Dario Amodei の健康に関する発言については、Paris Martineau の調査を引き、胚の選別に頼る発想で優生学だと批判した。これは Jeff が紹介した見方である。

そのうえで Jeff は、今回の件は少数の人間に無制限の権力が集まりすぎていることを示すとし、億万長者への不信が高まる流れの中で、技術を誰が握るかを問い直す時期だと主張した。Jason も富と権力の集中への不信に同意している。また Jeff は、過去に不祥事のあった人物が研究所や事業で復帰した例を挙げ、フアンにも再起の道はあり得ると述べた。ただし、行為が合意に基づくものだったかどうかで評価は大きく変わるとも指摘している。

オープンウェイトAIと地政学

フアンはオープンウェイト(重みを公開するAIモデル)の強力な支持者だった。Jeff は、名誉回復を目指すなら大学と組んで研究機関を作り、オープンウェイトを擁護するのが良いと提案した。Jason は、Nvidia は推進者の一人にすぎず、フアンの退場で最も声の大きな支持者を失うものの、技術の進展自体は損なわれないと見ている。

中国との関係では、関係を持った相手がスパイか、あるいは利用された存在だったのかが論点に挙がった。議員が「スパイとは明確でない」と述べたという話や、相手が夫の紹介でフアンと知り合ったという報道が紹介された。フアンは中国へのチップ販売を支持していたため、中国側にとって勝利なのか損失なのかは二人にも判断がつかないとした。中間選挙後の規制強化の流れとの関連を疑う声がネットにあることにも触れたが、確かな根拠は示されていない。

後継者をめぐる憶測

予測市場 Kalshi では、CUDA を生み出した Ian Buck、CFO の Colette Kress、元 Nvidia の Arm CEO Rene Haas が候補に挙がっていた。Trump は SNS で Tim Cook を推した。Jeff は、データセンター、CUDA、ロボティクス、オープンウェイトモデル、Vera Rubin のような製品の長いリードタイムなど、事業が多岐にわたるため、複雑な会社を理解する人物が必要だと述べた。Gary Marcus が Cook 案を支持したという引用もあったが、Cook がその気になるかは疑問視されている。Lisa Su は AMD に留まるだろうという見方も紹介された。

まとめ

今回の回は、個人のスキャンダルを入口にしつつ、AI産業の中心企業が一人のカリスマに依存する構造のリスクを考える内容だった。日本の読者にとっての注目点は三つある。第一に、取締役会が24時間足らずで動いたことで、ガバナンスの実効性が示された点。第二に、市場が比較的冷静で、AMD など競合に資金が移ったことから、チップ需要そのものは揺らがないという見方が出ている点。第三に、オープンウェイト推進の旗振り役が不在になる中で、誰がその役割を担うかという点である。今後の経営体制や調査の続報によって、見立ては大きく変わりうる。

文字起こし(英語・自動生成)

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Every week, I sit down with the pioneers shaping our future, and we take you behind the scenes of the AI that's transforming our lives. Find Pioneers of AI wherever you tune in. Hey, everybody. Welcome to another episode, a special episode of AI Inside. We had our normal episode yesterday, which was Wednesday. Today's Thursday, November 12th. And, you know, there's just some things happening. We thought we'd just spin up a live stream and talk a little bit about these random little things. It's not a big deal. But I'm one of your hosts, Jason Howell, and joined by Jeff Jarvis. How are you doing, Jeff? This is me hanging my head in shame for being so wrong. There is no shame. Oh, I was so wrong. That's the thing. I'm writing a piece right now about how journalists shouldn't predict, and I predicted so wrong. Last week, I dismissed the story.

Yesterday, I said he's too big to fire. If I had a sword, I'd fall on it. I'm so wrong. I mean, you know, we can't get everything right. And it's all yes until actual reality happens. So, I mean, if anybody's been living under a rock, I'm imagining most people that follow this show have probably been paying attention today. But this morning started with a doozy because NVIDIA CEO Jensen Wong is no longer CEO of NVIDIA. He is out and out by his own announcement, resignation. who knows what's behind that resignation very likely NVIDIA and him had some very well certainly they had strong conversations and I'm guessing NVIDIA basically said like we will allow you to resign instead of being shamed by being fired or whatever of the company that he founded. Exactly he founded yesterday after we got off the air quotes error

It came out that he also had an affair with a subordinate of his. Age appropriate, let's give him that, but a vice president of the company. Kimberly Powell, right? Yeah, that sort of became pretty evident. Then the board said they were meeting immediately. The board never had a chairperson. Now they have a chair. And this all happened then in less than 24 hours, and he's gone. Now, imagine if he had set up, when he founded the company, if he had set up the stock structure like Mark Zuckerberg did. and you can't fire Mark Zuckerberg because he has majority voting power at meta. Oh, okay. So not only did Jensen Wong not set up, I mean, it's not like hindsight is 20-20, but not only did he not protect himself on the invidious side from something like this, he also didn't protect himself on the marriage side. He didn't have a prenup, so it happened. Oof, man. One thing going into this that I want to be sure of, at least from my own perspective, is that I think, yes, it's horrible.

Like, men in this case, you know, Jensen Wong, make horrible decisions because they can't keep their thing in their pants and whatever. There's a whole, like, other side of this that is related to his infidelity and the impacts on his family. And I think that's absolutely awful. I feel horrible for his family. It's tragic. I feel particularly horrible for, bad for his wife, for his kids, his family. They, whether they wanted to be or not, are now pulled into. His kids who work at the company. His kids who work. I mean, it's just, it's awful for them. For me, the important thing here is far less about the infidelity aspect, which is what the tabloid kind of side of news coverage is going to focus on. For this show, I think really the most important thing here is NVIDIA is as big a player in this entire moment in technology and artificial intelligence as it gets. And what does this major of a move from the guy who found at the company, the guy who everyone looks at NVIDIA and the people who follow technology,

they see Wong, Jensen Wong, as the player making this all happen. Suddenly he's gone, and the reasons for that is a whole different story. What does that mean for AI now that we're in this reality, this timeline? It's crazy. Exactly, and he was a real visionary in AI as a whole. He supported open weights heavily. There was an editorial somewhere today saying that he was right about wanting to sell chips to China. If they had sold chips to China, maybe China wouldn't try so hard to do things like this. interestingly Jason the stock market's reaction yeah I was going to ask you about that because I don't follow that too closely so it went down the stock this morning it went down as low as 14% now it's only down less than 5% so I think the market belief I saw one analyst say people still have to buy chips and they need these chips and the demand is there for them so what is it down right now? 5.42 Yeah. So it's down 5.42.

See, this is why I don't follow the stock market because sometimes I get confused. 5.42%. Down 9.41. That's like the point value or something? Yes, that's what the dollar is. And so AMD stock is up. I think last I looked about 5% or 6%. TSMC stock, they're a huge supplier too. NVIDIA is down a little bit. and so the market is not terribly upset last night on Intelligent Machines where we had the advantage of knowing that the board was looking to fire him and that he'd had the second affair Leo Laporte, our friend wondered whether this starts to puncture the bubble and I'm not going to predict anything again because I'm not going to prediction and I shouldn't predict anyway but so far it's not so far it's not So far, it's not. I mean, but it is also incredibly fresh. Although market reaction tends to be very reactive to the moment.

If the market were looking for an excuse to puncture this bubble, this would have been it. Oh, that's interesting. The market said, okay. This would be a good fall guy for the bubble to go pop. Yeah, because all they're doing is playing their hunches anyway, and so they look for the excuse to play the hunch and the timing. So I think that's where it is. I think it's good for AMD. It's good for Google because they have competitive chips, and that's not a bad thing. In terms of the company itself, the CFO, whose name I'm suddenly forgetting, is going to take over as interim, Colette Kress. Interestingly, she's interim CEO now, and the board has a chair now. Interestingly, she's the one who was the architect of the financial structure that put NVIDIA in the middle of all of this, of giving money to people so they could buy the chips and blah, blah, blah, blah. Circular financing. Exactly. So that may be seen as a positive or a negative. But just on a nitty-gritty level, she's got 60 reports.

Yeah, 60, 6-0. That kind of sounded like 16. 6-0 reports. Jensen Wang has a ton of people reporting to him, including the person who he internally had an affair with, by the way. So how do you reorganize that? As we know of, too. I mean, are there others who the heck knows that? At this point, the damage is already done. Well, there was a story yesterday that somebody took a picture of Wong and his subordinate at an event in a hotel, and video security came up and saw that and got the person to sign an NDA. NDA, right? So if your security just happens to have NDAs with them any time. Okay. Is this just the kind of thing that happens when you're at this level? You're not – man, I'm not saying that to excuse anything. It's horrible. I feel horrible for the family, as I've said. But I also kind of don't expect that other people in this, like, high-powered – and the current presidential administration doesn't do any favors to the counter of this question either.

But I'm sure this happens in a lot of other companies where, I'm guessing anyways, It seems like the environment is ripe for this sort of thing to happen. And then you've got the architecture, the whole machinery behind, we've got to keep this out of the news so that this company continues to make the money and continues to have the influence and everything. I wouldn't be surprised if this happens in a lot of other companies. We just don't hear about it because they're really great at keeping a lid on it. Yeah, the hubris and libido come together. Right, it's a great way to put it. Eric Schmidt was fairly open about having lady friends. He's still married, and they've still run their foundation, and that's how they work it out, and that's okay. Jeff Bezos obviously changed his lifestyle considerably. Elon Musk, for God's sakes, is making babies all over creation. He's consorting with the Russian government. As our ambassadors go to Russia today, Starlink's not working well again.

yet he's still got his gigs and he's worth a fortune. So there's different standards here. If this had just been a plain old affair I don't know, Glenn Greenwald who's always a conspiracy theorist the journalist was just on Twitter saying I don't know, somebody must have really had it out for him because other CEOs have affairs all the time why is he ousted so quickly? But I think the China angle here obviously now I saw a member of Congress came out of a closed door briefing yesterday and said it's not at all clear that she was a spy. She could have just been a useful idiot for the Chinese. Right, right. So there's a couple things here is that she may or may not have been a spy. Wong may or may not have known that she was a spy. Maybe she wasn't. It was still undecorous of him in any case and not smart And the government knew this When Trump went to China remember I forgotten this they stopped, Air Force One stopped in Anchorage and picked up Jensen Wong,

who flew there to go to China. Okay. And if the timelines on this story are right, Trump knew then that there was suspicion about Wong having an affair with a Chinese spy. Even so, they picked up Wong and took him to China. Right. So what's the government's role in this? I mean, he's out. Period. It's done. There's no mitigating any of this by any of those factors. Maybe he'll get a job with the administration. Well, it'll last for two years. I wouldn't describe it. He'll be the AI czar. that's exactly what I was thinking earlier I was like well actually that might actually happen I would not be surprised it would not be surprising in 2026 who the hell knows the Wired newsroom is known for award winning reporting on how technology shapes our world on Wired's uncanny valley we take that curiosity even further each week journalists from Wired break down the biggest stories in tech while speaking directly with the people

building, challenging and reshaping the future Is the AI boom sustainable? How do you protect your privacy in an age of constant surveillance? Uncanny Valley tackles the questions driving today's tech debates and lighting up your group chats. Listen to new episodes every Thursday, wherever you get your podcasts. You know, I wonder what, if he has 60 reports, that you could say that that was a flat organization, but you could also say that everybody was siloed. and that he was the holder of a lot of knowledge. Yeah. What has the company lost with him? As you asked me earlier today, what's NVIDIA worth and what's Jensen Wong worth as a subset? And we don't know yet. Yeah, right. What will the impact be? Because the view from the outside looking in has for a very long time, and I think rightfully so, been, And NVIDIA is what it is today because of Jensen Wong and his leadership, his knowledge.

You know, I saw a post from Joshua Topolsky online earlier this morning where he's like, you know, all things aside, like this is a sad day for technology because of what Jensen Wong has brought to the technology industry. You know, it's easy to pile on right now because it's the news of the moment. and oh yeah, wag finger, you know, it's another moment where a man is caught doing this horrible thing and whatever. But, you know, you've got to balance that with the fact that he has brought a lot of really great things, impactful, important things to the world of technology, and that's a loss to not have him in that role. Yeah, he was a sane voice in an insane industry. Yeah, right. I mean, Musk is beyond whack-a-doodle. We were talking yesterday about Dario Amade and his health claims. It turns out, Paris Martineau did a little deeper reading on this, and the way that Dario Amade thinks they're going to cure diseases is by understanding which embryos have the propensity to the diseases.

Well, that's eugenics. Oh, geez, that's eugenics. That's eugenics, period, right? So you've got that and all the Doomer stuff is in charge of Anthropic. Then you have Sam Altman, who's not even an engineer, and he's wacky. He's definitely trying to get rid of him over there, and unreliable, and not always truthful, and so on and so forth. The problem here is that AI, I keep on saying it, and I'll say it again, AI is in the wrong hands. And Jensen Wong was the sanest of the bunch. I was going to say, he was the one that we would have said, yeah, he's doing all right. You know, he's in the right position. So in the comments, I don't know how to pronounce this. Chizolmus? Chizolmus. Chizolmus. Yeah, who the heck knows? That tech leaders are hugely overvalued, especially monetarily. And Joe's on Nightmare says most cases agree, but NVIDIA wasn't run properly with Wong having such ironclad control.

And, you know, I think if you add in the election here, if people would start talking about Dario Amadei, if they remember the craziness of Elon Musk, if the documentary about him weren't four hours long, and I'm trying to get through it right now, and it's a hard slog. Where is that? Is that on Amazon? You can now get it most anywhere. Yeah, you've got to pay. Okay, but you can get it. it's complete that's why it's four hours long but it's hard it's just a hard watch but anyway if people would start yeah I should have been if people would start concentrating on that and the distrust of billionaires as a class you know I think this just indicates there's too damn much power in single hands and they're human and they're frail, and they shouldn't have that much unchecked power. And so I don't know whether this will lead to any, and I'm sure I'm not going to predict anything,

but this will lead to any further thinking about who's in charge of technology and about billionaires, but it's time to. Yeah. Well, I think it's absolutely time to. I would completely agree. It feels like now more than ever that concentration of wealth and wealth directly related to power. I mean, there's a lot of distrust for billionaires, you know, any one person having that kind of wealth. You know, I continually hear, like, you've got to be a certain kind of person to want to pursue and to feel comfortable in that position. And I think largely at the end of the day, it usually seems that they are very self-righteous, self-centered, you know, folks who get into that position. because that's kind of what you need to be to be able to find yourself there and make the relationships and the decisions and everything to get yourself there. Those people should have all that money and all that influence and power.

They're all men. Oh, and that too. So I put up a post yesterday from the Suddhoyzatzai Tung. I put up a post. It's a statue of a naked man. Naked. and Blue Sky censored it twice and said it was adult content. It's a statue! But anyway, you can see the whole man, put it that way. And I'll just quote the Google Translate of the subhead. It's crystal clear that humanity won't disappear from the face of the earth because of climate change or artificial intelligence. Rather, as the Jensen-Wang case demonstrates once again, because of the greatest conceivable weakness, the penis. It's men. and men have too much power and men in that position of power do these kinds of things because they think they are invincible they think they are invaluable they think they can get away with it which is, I mean, which yes, and I think to a large degree they do get away with it because of all those things, but then you see

after the fact, like the video footage of Jensen Wong with his arm around such and such and oh yeah, and the NDA and all these things and it's It's like, God, if you're doing that, though, don't you think you want to be a little bit more under the radar? It's almost like they lose sight of the fact that they are human and that they are infallible. Or is this fact that it could come crumbling down? Yes, you're exactly right there. Right? Or is this part of the thrill? No, it could be. Although that's the pretty stuff. I'm so powerful. Boy, is it ever. He was the founder and CEO of the largest company on earth. Yeah. Yeah. And now he's nothing. I think he's got money. So then, okay, so then what does that say about, I mean, it's literally, it happened today. But what about, what is a rebound for Jensen Wong at this point? What do you think? What happens? Because he's got to go, now that I think there's hearings. You know, they're going to be hearings.

Elizabeth Warren is having a castration fest against these men and these billionaires. and you'll deserve it. Yeah, there'll be a lot of that, but at some point it dies down. At some point, long enough timeline, it eventually dies down. I mean, a lot of the Me Too stuff that happened years ago, a lot of the figureheads around that have resurfaced, and they've kind of re-spun their public-facing identity, I guess, and I think that's going well enough for certain of them, Which is not to say that, like, I don't feel personally that someone is absolutely 100% unforgivable. I think we can atone to our mistakes, and we can find our way on the other side and prove to the world, hopefully, and probably not to everyone, because some people are completely unwilling to accept atonement. But I do think that there is an ability in humanity to make a horrible mistake and come out the other side and say, you know what?

I made a horrible mistake. These are the ways that I atone for that. I deserve to live a life now. The qualitative difference here, I think, is that if what he did was, in fact, fully consensual, that's one matter. If it was a case, then it's completely different, right? Yeah. Absolutely. I mean, sleeping with your subordinate is a problem. Even when there's consent there, it really confuses the situation. Yeah, and the CEO who canoodled with the subordinate at the concert, and apparently they didn't yet consummate their canoodling, even so he ended up out of the company because it was inappropriate. So, yeah, it's inappropriate. It may or may not rise to the level of B2. Let's say it doesn't. Then, so he's supposedly worth up to $145 billion, but I don't know how much of that was future. Yeah, that's a good question. But, you know, so he's worth $100 billion? He's worth $80 billion?

An insane amount of billions. You know, it's an insane amount of money. Yeah. So I think, you know, he could, if you look at, like, Milliken Institute was started by a junk trade bomber, Michael Milliken. Michael Milliken. Let me see. What was his history? He was found guilty of felony charges for violating U.S. securities law. I think he went to prison, but then he started the Milken Institute. And they have all kinds of meetings when people come and they gather around them, and he's lost his cooties to a great extent. Henry Blodgett was forbidden from trading I think for life But then he started Business Insider and goes to Davos And so yeah I think there is an opportunity for this I guess if I were advised, and NVIDIA hired a crisis PR person in the midst of all this.

He needs his own. For sure. I guess that I would say that the thing to do is to keep on supporting the things that he believed in that we need. And I would start with open-weight AI. Yeah. Well, and how much of the company's dedication and devotion to things like open-weight AI is a matter of him driving the bus or is a matter of kind of company priority and someone else comes into that role and do they share the same vision for that, or does it go in a completely different direction? That will be interesting to see. Yeah. Yeah. What do you think happens to open weight? Do you think it has an impact on that? Oh, boy. What do I even think right now because it's so much so suddenly? I'm not sure. I think, you know, does it impact the kind of drive and push toward open weight? I'm not sure that it necessarily does because, I mean, just because NVIDIA is supportive of it and, you know, kind of building some of their business around that as a future doesn't necessarily drive the kind of the, what is it, the gains or the reason people might choose to go open weight or want to go open weight.

NVIDIA is not the only company that's driving that bus. There's a whole lot of other. Absolutely not. It was the highest level supporter of it. He was the highest level supporter of it, and, you know, I think I will be really curious to see how NVIDIA goes forward related to that, but I don't think it damages the progress that we're seeing in open weight. He was certainly a vocal supporter of it, and that probably goes a long way in communicating the values and the benefits and convincing people into supporting it versus not. But I don't know that it necessarily goes away because of this. It just, at least for the time being, loses a very strong and potent supporter of it. What do you think? I don't know either. It matters greatly, and the more I think about it, the more I think that if he were to try to redeem himself, to start an institute of some sort, to do it alongside a university,

to advocate for open weight and growth here, I think would be something Goody could do. And I think it matters. Without his voice in open weight, yeah, I think you're right. It was just support. It wasn't the center of it. The Chinese are still a huge part of this. That's a whole other question. presuming if she was either a spy or a useful idiot, and to say this was orchestrated. She was introduced, according to one story, she was introduced to Jensen Wong by her own husband. Yes, I saw that. Right. Yeah, right. That's okay. So this looks like a victory for the Chinese. What do they do with it? Uh-huh. That's another question I don't know. So is this a victory for the Chinese? Because if he's, like, leading the – I guess to some degree it is.

But also from the side of the open weight thing, if he's leading one of the biggest tech companies that exist, supporting open weight with the hardware, which is largely what China wants to bring to the world is their own open weight models, then they kind of lose, at least in the short term, a conduit to that. He was an advocate for trading with Trump. He was a very strong advocate for that. Yeah. That's a good point. Yeah. But who knows? I mean, this really does feel, you know, and we're probably going to learn a lot more about this in the coming weeks and months. But it does feel like there's a lot of people online right now going to serious dimensions and deep depths in the kind of deep state. And, you know, all of these crazy directions that people go now in 2026, you know, on social media. And it makes you wonder, like, is this really a story about infidelity? Is there a reason that this is happening now? Like, if this has been known about for a while, you know, there's always the question of like, well, then why is now the time that it's suddenly happening?

And it is very interesting to see this happening post-election when we see such change coming to the AI world because of the midterm shift. and the changes that are inevitably going to take place here in the U.S. to the big tech companies involved. Yes, we're going to see a push for regulation. We're going to see a push, as we said earlier, against billionaires and billionaires in tech. Yeah, I mean, I guess if you're a fan of AI, I guess the fear could be that it could be over their definition over regulation like this is what they're like why did you have to screw it up for us right right right they don't like us anyway and now it's harder to defend us speaking as if you're an AI CEO which I'm certainly not I guess that's going to be their rationale in one matter

if Sam Altman's out a lot of people don't like him anyway and somebody would replace him. That already happened once. Open AI would have gone on without Sam Maltin. Yeah, and he got a movie out of it, so it's all good. Yeah. That's what I was thinking. This needs to be a movie. This is a movie series. Throw this in my back. This is a movie series. Oh, God. Yeah. The family dynamics of this. This episode of the AI Inside Podcast is brought to you by OutShift by Cisco. That's Cisco's incubation engine for frontier technology. Here's where multi-agent AI actually breaks down. And it's not where most people think. It's not the individual agents. Those are getting really good. The problem is what happens between them. Agents pass messages back and forth, but they can't actually think together. And when they don't, you get cognitive failures, misreadings, unverified claims, false consensus, this quiet underperformance that your conventional monitoring just isn't even going to flag.

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and lighting up your group chats. Listen to new episodes every Thursday, wherever you get your podcasts. So then succession. Yes. The president has weighed in. I'll read his post. Now that NVIDIA CEO Jensen Wong, who has done a fantastic job, has resigned, there is only one man to take his place. Tim Corby of Apple. A legend replaces a legend. Signed, President Donald J. Trump. Is that just jokey? I mean, I put that out as a joke online. I was like, oh, yeah, NVIDIA is Tim...cooked? You know, but I don't know. Could you really see Tim Cook coming out of the video? This is too specialized. This is too incredibly technological. As you know of watching the show, I was a student of Jensen Long's keynotes. I'm going to miss them terribly because he always taught lessons about a very complex technology

and brought it into understandable English, which I think matters. So the Calci has three nominees. Ian Buck who is an insider in who's in charge of some big part of what it is I can look it up in a second Colette Kress who's the CFO Ian Buck created Cuda and he's been inside NVIDIA since 2004 and then Rene Haas who CEO of ARM X NVIDIA Right, XNVIDIA. So those are three interesting guesses. I don't know a thing. I think it's got to be somebody who understands this very complex company. Because look at all the tentacles that they have. It's not just hardware. It's not just chips. It's data centers and everything that power them, right? It's all of that. It's CUDA and the operating system of AI.

It's robotics, where one of his children works. It's open source, open weight models. It's all kinds of software within CUDA that's beyond operating the system. It's a very, very complex company. And the lead time for something like Vera Rubin is huge. The complexity of dealing with these suppliers is gigantic. So you've got to have somebody who has an understanding of this stuff. In there. And those sound like three reasonable guesses, but I don't predict. Yeah. Yeah. I think, honestly, can I be honest? I think this is the first time I've ever gone to the Kalshi website. Same here. I think of Kalshi and prediction things, and I just immediately recoil. I'm like, eh. You know, back in the day, prediction markets, before they got corrupted like this, they were interesting. They were kind of another way to gauge possibilities, but then they were completely corrupt.

Yeah, yeah, totally. Well, and by the way, it was a nightmare. Thank you for the super chat. Appreciate that. Oh, thank you so much. It says, the response would have been very similar as the iPhone was a transformative technology in Jobs at the time was seen as the reason. Oh, sorry. Sorry. The one that I meant to read is the closest recent comparison would likely be if Steve Jobs had resigned a year after the iPhone launch I think that pretty appropriate Well I think Joe it all the more so when Steve Jobs was ousted from Apple It was an existential risk. The company was not doing well. At the time, the company was not doing well, though. NVIDIA doing gangbusters. Yeah, yeah. Good point. Good point. Yeah. Yeah. That's interesting. Yeah. In the long run, I think he's a damn fool, but it's also a damn shame. Yeah, it is disappointing. He's been fun to watch in this role, and his mark on technology, like we've said, has been pretty incredible, to say the least.

You know, he was 30 when he founded NVIDIA. That was back in 1993. You know, the company over time nearly went under at least a couple of times over that time. I have a few little, like, touch points here. 99 was the IPO year. GeForce 256 that year as well, which NVIDIA had marketed as the world's first GPU. GPUs, as we know, pretty darn big deal. pretty like like pivotal to the technology that we use today and um yeah a lot of a lot of other moments 2023 one trillion dollars uh first company to ever hit uh five trillion well that was 2025 so that's the last couple of years in the in the world of of ai and uh its gpus and i think also So suddenly realizing and figuring out that their business around GPUs wasn't as much about gaming and graphics anymore. Suddenly it was about like, oh, holy crap, there's this whole other thing that's changing the world.

And they were right company, right technology, right time. Yeah, that took me a long time. When we started the show, we started getting involved in the AI was to understand that. How the hell do graphics chips have anything to do with this? Yes, and I understood that better. I understand that too, yes. Right? But you're right. I don't think it was planned that way, certainly at all. But Jensen Wong had the vision to understand. As soon as he saw that first glimmer of what this could be, he ran with it. And he had that vision, and I think that's important. Yeah, and Ozone says the bottom line is that the tech is unchanged. The company will likely do a heavy reorg to avoid this type of thing going forward, but the product value to the market remains the same without Wong. I'd agree with that. That's kind of a good way to kind of put what I was thinking when you asked me about open models and stuff. It's like just because this happens to NVIDIA doesn't change the technology. It doesn't actually change that the tech exists and that it's good for what it's good for and that that development will continue.

So interesting. I'm looking up Gary Marcus, who, of course, is a critic of everything here. He says, he comes in supporting the idea of Tim Cook, saying one of Trump's less crazy ideas, I doubt Cook would want the job, but he knows chips to some degree, and logistics extremely well, and geopolitics, and would bring a company with damaged reputations of immediate credibility. Before you laugh, think about who else could take the job, aside from Lisa Sue, who probably will stay put at AMD. that board has give the board credit they jumped on this yeah that's a really good point people have been around a long time yep they did yeah they didn't dance around this they got to brass tacks on this and did they do that because

they're on top of it Did they do that because there's something else that we don't know about yet kind of driving that? You know, like this, there's a lot to learn here still. But, yeah, pretty interesting stuff. Well, we had to jump on and do a little live stream to kind of, to kind of combat. This morning, so usually Thursday morning is when I put out like a lot of my social stuff for the episode that happened the day before. and, you know, I had been writing it and prepping it last night and everything, and of course it was all about... Jason, what was the title of yesterday's taking? What was the title? Let me see just so I can get it correct. Is Jensen Wong Too Big to Fire was the title of yesterday's episode. Well, at least put it as a question. Yes, exactly. Maybe today's will be yes or no. It will be no. No, no, he is not. On second thought. Never mind. On second thought, dot, dot, dot. That will just be the title. Yeah, my nightmare was that this episode was up for a whole week of me being so incredibly wrong.

Yeah. Well, say he's... No, it can't happen. It can't happen. No, dear. I mean, I think it was a fair point. You know, at the end of the day, we are just kind of reading, you know, reading tea leaves and making guesses about things based on what we know and everything. And I think, you know, I think it was absolutely fair. Like, Jensen Wong, as we've talked about, has been such a critical voice, critical persona, and looks really good in a leather jacket. So, you know, we don't want to be without that on the stage, but apparently that's the case. My favorite slop meme is Cecile Tamora, who's great on Facebook and does all kinds of good things. She put up, I'm sure it's AI, a picture of employees at TSMC raising another jacket to half-mast. Definitely AI. Yeah, but good AI. Funny AI. Yeah. Yeah. Yep. Goodbye, leather jacket. We hope to see you someday soon. If Halloween hadn't already happened, you know you'd be seeing a lot of Jetsuwa leather jacket lookalikes.

With their flies down. Oh, no. Okay. Do we have anything else to talk about here? No, I just bring it down to that level. No, I don't think so. Jeez, what a week for AI news. What a week for AI news. I'm happy that we can hop on and do a quick session about it. Yeah, sure, hopefully you can do it. Yep. Yeah, thank you for the idea. It was Jeff's idea. He was like, so you want to do that? And I was like, well, Thursday is my most unscheduled day. I don't have many of them in my week, but it's the one day where it's mostly unscheduled. So, like, if there's a day to do it, it's today, and I think this news warrants it. I mean, there aren't many other technology news topics that come along. One of the only others that I can really think of immediately is Steve Jobs passing away. I remember working at Twit when that happened, and it was all hands on deck the minute that happened. It was like everything editorial at the network changed. It was like, all right, this is what we're doing. We're starting a live stream.

We're blah, blah, blah, blah. You drop everything when these major moments happen, and they don't happen often. This is kind of one of those. This is pretty significant. As, you know, as as when the Wall Street Journal said the board was meeting to Alistair, I was thinking that if I had my old newspaper days, this was a moment when you say stop the presses. You know, extra, extra. Did I ever tell you my story about the one time I got to say stop the presses? No, but I'd love to hear it. I was Sunday editor of the San Francisco Examiner Chronicle. And there was a picture of the California condor. And there was a picture elsewhere of the pope. and somehow in the composing room they had switched the captions so under the pope it said soon to be an endangered species. Oh God. So I got to shout stop the presses and then the technology was you could go and you could basically chisel off so there was no caption underneath the pope until we replanted as the language said. So it was my one time in my career that I said stop the presses. And how many had been printed by that point?

Not that many. They'd gone pretty far out. So nobody noticed apparently. And it didn't deliver to anyone. It had not shipped. Oh, yeah, it had shipped. Some of them were already printed, but, yeah, I did all I could do. Still, though, that's pretty awesome. It's kind of like being in a semi and pulling the... You always want to be the one to do that, but you never get the opportunity. Stop the presses. That's even more so. You think if I'd done it for some big news, but, no, I did it for a screw-up. I don't know. It sounds like pretty... Just like that. This extra edition is because of my screw-up yesterday, so... No, you did not cause anything with Jensen Wong. We make guesses the way we do. I appreciate you being able to hop on and your wonderful idea to do this. I appreciate everybody tuning in very last minute to check out the live stream and everything. Just real quick, jeffjarvis.com for Jeff's reporting and musings on all things in his wonderful books, including Hot Type, The Web We Weed. No predictions. No predictions. Yeah, I was trying to figure out how I say that.

No predictions. He's not predicting anything. He's reporting on history. See? So there you go. AIinside.show is the show page where all of our episodes land. And, yes, it was created by Carbon. So, you know, if you still want to check it out, go there and check it out. I'm pretty happy with it. Patreon.com. Yes, that's right. That's right. Patreon.com slash AIinsideshow. If you want to support us on a deeper level, you can absolutely do that. We have some wonderful patrons who support this show each and every week. And, you know, they get their names mentioned on this episode as well. Dr. Dude, Jeffrey Maricini, Radio Asheville 103.7, Dante St. James, Bono DeRick, Jason Neifer, Jason Brady, Anthony Downs, Mark Starcher, Kirsten Smotsky, and Evan Musial. So thank you all. Thank you all for your support. All right. This has been our special coverage of Jensen Wong out as CEO of NVIDIA. Thank you again, Jeff. Fun times. And we'll see you all next week, Wednesday, unless something else major happens.

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番組の概要欄(原文)

In this special edition, Jason Howell and Jeff Jarvis react to Jensen Huang's resignation as Nvidia CEO, one day after they asked whether he was too big to fire. They cover the reporting on a second affair, the board's swift move, Colette Kress stepping in as interim CEO, and Nvidia shares falling 14% at the open before recovering much of the drop. Also in this episode, they look at who could replace a legend, from Ian Buck to Rene Haas to Trump's pitch for Tim Cook, and Jeff argues the whole saga shows too much power sits in too few hands. New episodes every Wednesday at aiinside.show. CHAPTERS00:00 - Special edition opening01:17 - Jensen Huang resigns04:28 - The market reacts06:28 - Colette Kress takes over as interim CEO14:50 - Too much power in one person’s hands21:18 - What Huang’s exit means for open-weight AI27:18 - Who could take over Nvidia?31:28 - How Huang built Nvidia36:31 - Goodbye, leather jacket Chapter times may vary with dynamic ad insertion. STORY LINKS NVIDIA Announces CEO Transition Nvidia’s Jensen Huang resigns, chipmaker names CFO Colette Kress as interim CEO Jensen Huang Said to Have Had Relationship With Nvidia Executive Who Reports to Him Nvidia CEO Jensen Huang resigns amid spy, affair scandals Nvidia board prepares to oust CEO, name interim chief Nvidia Drama Triggers Difficult Search for Huang’s Successor Jensen Huang is gone. Will the AI industry pay the price? Jensen Huang Built Nvidia. Its Chips Made the AI Boom Possible. Kalshi is betting on replacements Trump has a nominee Jeff Jarvis Jason Howell’s PodTuneUp Hosts: Jason Howell and Jeff Jarvis Download and subscribe to AI Inside in audio and video. Support AI Inside on Patreon for ad-free episodes, a members-only Discord, and exclusive content. Learn more about your ad choices. Visit megaphone.fm/adchoices

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AI Inside(Jason Howell and Jeff Jarvis)
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Jensen Huang Wasn't Too Big To Fire After All
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