Jen-Hsun Huang resigns, Musk responds to investors’ concerns that Nvidia is like “Apple without Steve Jobs”

Founder and CEO of Nvidia (also known as Nvidia)Jen-Hsun Huang After resigning on the 12th, Silicon Valley investor Naval Ravikant posted a blunt statementmusk (Elon Musk) Agrees. Another Comment article pointed out that Huida without Huang Renxun is like Apple without Steve Jobs, and will only become “a source of cash without real innovation.”

Laviken wrote that from the example of Jobs and Uber founder Travis Kalanick, “we should have learned one thing a long time ago: founders cannot be replaced just by saying so.” Musk replied: “True words.”

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Semaphore San Francisco bureau chief Reed Albergotti wrote an article reporting that Huang’s removal and the export of chips to China created a national controversy, causing some senior executives at Silicon Valley companies to celebrate privately. Technology products originally meant to be exported to China are expected to be supplied to U.S. companies instead, one person told them, which is expected to accelerate the growth of large artificial intelligence (AI) labs and other Silicon Valley companies while hindering the growth of Chinese competitors.

Albergotti said these officials may be right in the short term. There is ample evidence that export controls have successfully slowed China’s technological progress, but the United States cannot beat China in the long-term technological race simply by slowing down its rivals. To achieve victory, it is more important and more difficult for the United States to accelerate its own innovation. Huang Renxun’s replacement may offset the achievements of the United States’ China policy.

He believes that Huang Renxun is one of the most outstanding innovators in Silicon Valley. His departure will not have any serious impact on HUIDA in the short term, and may even make the company more profitable. Because the new CEO will be committed to improving profits like Apple under Cook’s leadership. However, innovators are often willing to invest a lot of money for long-term layout, and Huida’s future innovation capabilities will never reach the level when Huang Renxun was at the helm.

Albergotti said Huang Renxun is single-handedly the moat to Huida’s long-term competitive advantage. In today’s AI era, almost any company can design a chip similar to Huida. OpenAI has done this in just a few months, so Huang Renxun’s value is particularly significant. The weakening of Huida’s innovative capabilities will not only impact the company, but also the entire technology ecosystem. Large and powerful incumbent companies often hinder innovation. After Cook took over Apple, he focused on protecting the iPhone and existing markets. Although this was an excellent business strategy, it also brought the entire mobile technology ecosystem to a standstill.

He concluded by writing that the main risk facing the US technology industry is not that Chinese spies steal cutting-edge technologies, but that the original successful model of Silicon Valley that has nurtured these technologies may be undermined.

Former Twitter CEO Dick Costolo published a post on X, predicting that in the next three to four years, Huida’s performance will be one to two quarters that will not be as good as expected, and then the company will bring Huang Renxun back to the top. He said: “Like fame, everyone’s anger only lasts 15 minutes, and Americans love nothing more than a comeback story. Just wait and see.”