This is an excellent & provocative Semianalysis examination of Nvidia without Jensen and the threat of RASA. I fear the loss of open-weight competition to America's odious AI boys. We need Chinese development of it to provide competition.
h/t Robert Tercek
https://open.substack.com/pub/semianalysis/p/nvidia-and-the-world-without-jensen?r=evw8&utm_campaign=post-expanded-share&utm_medium=web