Most CEOs i know are so sheltered from real work and operations. Everything feed to them is so filtered and curated, so many meetings about meetings and meetings about packs and reports, multiple pages of data being cut down to a single sentence under the pretence the CEO is so time starved that reading more then two lines would bankrupt him.

What i discovered in multiple companies were concerted efforts to keep the truth hidden.

And whatever reality got exposed was so massaged and shined that it was a mangled wreck of bullshit from the truth it was.

I did root cause for years and it was the same BS, all my findings and careful investigations hidden from the light of day.

Considering how many pictures this megaspeed chinese spy posted of her eating and drinking with Jensen I’d argue that most of his time partying and boozing it up.

The dude is worth $200b. He pays other people to work for him. When you listen to portfolio managers and other investments experts talk about why so much piled into AI it was revealed the uber rich spent as much time on their investments as i do wiping my ass. They made arbitrary decisions made on specious logic ie “hey what’s this AI thing. Lets make 5% of our portfolio AI”

Wong is undoubtedly the same. So disconnected from reality.

I still think he is using this as an exit. Its a good excuse to leave and cash out without destabilising the AI bubble because it is clear Nvidia forced customers to buy chips they could neither had the space or power to use or even need ie Amazon spending $5b (incredible) a month through 2026 on Nvidia GPUs but has only activated a fraction of them.

Forced them by telling them would be locked out of future purchases of new generation of hardware if they didn’t buy now.

Now under a crippled US gov (DOJ and SCC have had their teeth pulled) nvidia could easily get away with this. With the blue wave however Jensen sees the writing on the wall.

But if he exited now without a cover story he’d destabilise the market popping the AI bubble and he would be heavily blamed for trillions and trillions of dollars of losses (along with the magnificent 7). But especially him. Heads will roll.

So he exposes himself having an affair or two. He resigns with a good reason. He then cashes out and finds a deep hole to hide whilst the US economy collapses.