Andrew Sharp: ‘Jensen Huang Was Always Going to Lose’
https://daringfireball.net/linked/2026/11/13/sharp-huang
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@daringfireball maybe a great cto or vp engineering. Terrible CEO. Those of us who bought into the Nvidia system for gaming w the 1080 only to be screwed by their product/distribution decisions the next few years know this all too well
@daringfireball your theory of circular financing, again, is something Ed has covered for a long time. And being that he’s a financial analyst, he cared to dig deeper than most, including most of his peers.