Brendan Karet retweeted
Joined @thelauracoates on CNN to talk about how Jensen's firing from NVIDIA isn't about affairs - it's about the multi-billion dollar smuggling ring that may have made up as much as 20% ($43bn) of FY26 revenue - and how its new CEO might kill NVIDIA's circular financing machine.
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Brendan Karet retweeted
There is no other way to read this other than that Jensen Huang strongarmed his CFO into massive, multi-billion circular financing deals as a means of inflating its revenues. He also sounds like a horrible person to work for.
NEW: In a tense late-summer meeting, Jensen Huang called his Chief Financial Officer Colette Kress a “deer in the headlights.”
His concern: Nvidia’s plans to fund the AI boom with its balance sheet were running into problems. He needed to figure it out.
He called her a meone who could help him define a strategy or make decisions.
With @RWhelanWSJ for @WSJ
wsj.com/tech/jensen-hu…
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Brendan Karet retweeted
Every day he finds a creative new way to say that the war is being fought for Israel.
President Trump on the Iran War:
The reason we're still in this war is because of the people that we're looking to protect, and that includes Israel and basically the Middle East. And we've had great relationships with them.
They're tremendous investors in our country. They ars in our country.
The people that we're here to protect would rather have me do it the way I'm doing it now.
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the Famas/Clarion is one of those visually distinct rifles where you immediately clock it as ugly but then the more you look at it the more it makes sense. fantastic design
"I dont like the 3 round burst"
Turn off the 3 round burst.
"The magazine capacity isn't divisible by 3"
Turn off the 3 round burst.
"I don't like the trigger guard"
Turn off the 3 round burst + fuck you.
The Famas is the best feeling furniture of any service rifle and the swap to left handed without tools. Every other bullpup has massive downsides for being left handed. The only rifle to come close is the F2000, but try holding it about 7° up and lets see how it goes for you. It also has direct and indirect fire rifle grenade sights.
Here's mine I made out of AR parts in my fucking garage, and it's my number one rifle grenade platform for fucking around with M18s that I also made in my garage.
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Brendan Karet retweeted
Just keep mass moving to Florida. Get em all in one easy to blockade/ besieged peninsula
Californians who fled to Texas to escape Democrats plot move to new red state after blue tsunami: 'I'm so pissed' trib.al/kv7KYmY
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Brendan Karet retweeted
Jack Welch leaves GE Capital
JUST IN: *Nvidia ($NVDA) is expected to slow its aggressive AI investment strategy following Jensen Huang's resignation, putting billions in startup funding and credit guarantees at risk, The Information reports.
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Brendan Karet retweeted
this is why no one actually respects you @JerusalemDemsas
Matthew Yglesias: "The quote unquote Indian question is interesting... because there are no prevailing, seriously prevailing, negative stereotypes of Indian Americans..."
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Brendan Karet retweeted
Same thing happened in Trump's first administration with the Clean Network restrictions on Huawei and ZTE. backfired wondrously and accelerated Chinese tech development. will almost certainly go the same way this time too!
Well-meaning, patriotic China “Hawks” who are not AI/HW experts are putting American national security at risk.
China had *zero* chance of ever catching America in AI with the export strategy that Jensen supported. Their labs would have continued training using less powerful American GPUs which meant American labs would have always been ahead given scaling laws. And in the event of a conflict, we could have simply turned off all the Southeast Asian clouds.
Simply stated, in AI terms, America had machine guns and we were giving China muskets to prevent them from developing their own machine gun variants.
Given that it looks like the China “Hawks” will get their preferred policy, China will likely soon have a chance of catching America in AI by going down an alternate, less power-efficient AI hardware path. They almost certainly would not have gone down this path if less powerful GPUs were still available in China and via Southeast Asian clouds.
And it will be a much less stable world if China pulls even or ahead of America in AI after developing their own alternative AI HW and gives this technology to Russia, Iran and North Korea. And all of this will be possible if the China “Hawks” get their preferred policy.
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Brendan Karet retweeted
News: The US intel community is still working to understand the relationship between a Chinese businesswoman who had an affair with Nvidia CEO Jensen Huang and the Chinese government, with multiple sources telling CNN that the intelligence collected on her to date does not prove that she was acting as a spy for Beijing.
cnn.com/2026/11/12/pol…
cnn.com/2026/11/12/pol…
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Brendan Karet retweeted
Michael Brice-Saddler (@TheArtist_MBS), a prize-winning reporter for the @washingtonpost, talked repeatedly with today's shooter for a story -- but then got laid off before he could write it. Now at the @washingtonsun he tells the story he couldn't before. washingtonsun.com/metro/dc/logan…
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Brendan Karet retweeted
It's crazy how Jensen and four or five private equity paypigs went on CNBC and were allowed to lie about an entirely imaginary $500bn deal, and that everyone reported on it like it existed. Truly one of the greatest scam artists of our generation
This summer Jensen made a splashy $500B chip financing announcement. Even before his exit, it was running into trouble due to concerns the backstop Nvidia offfered is too low. No deals have arisen from it. bloomberg.com/news/articles/… with @_ToddGillespie Preeti Singh and @PSeligson
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