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Smart people still need to apply that intelligence for it to mean anything. Math PhD programs provide a structured environment to develop specialized knowledge, and an outlet/goal for novel contributions to the field.

Even with an 180+ IQ you're not going to have a shower thought and solve the Birch and Swinnerton-Dyer conjecture without first learning the prerequisite concepts (and how to articulate your solution). Even very intelligent people still struggle to maintain the discipline needed over months/years to self-study with the depth/rigor needed for the equivalent degree.


The collapse of the dot com bubble was not because the internet was actually useless. And despite the internet now being critical to the modern economy, Worldcom committed elaborate fraud that began during the peak in 2000 to mislead investors about their profitability to keep their stock price up.

Other than tulips, some of the most famous historical bubbles were similarly about hugely transformative tech that legitimately changed the world. That same feeling of certainty about future impact you get using LLM tools was why those technologies inevitably became a bubble.


A more accurate analogy would be giving contracts to Exxon back before they had ever found or drilled a single oil well, as their primary source of revenue to subsidize their R&D and learning curve, in the hope that they would eventually be able to supply the government with needed oil, and ultimately succeeded to become a key supplier.

They only gave the contract once Falcon had already gotten into orbit.

Assuming I'm looking at the right bill (S. 5572, the Modern Skies Act), "stalled for months" seems a tad overstated considering it was introduced Sep 25th 2026, just three days before Congress went on recess for the entire month of October (elections). The Senate wasn't back in session until Nov 9th, so the bill has been pending for a grand total of seven in-session days (even emergency legislation would rarely pass that quickly).

The Senate will be in session for four more days next week before the Thanksgiving holiday, and then back for the first three weeks of December before the 119th Congress adjourns for good on Dec 18th. So basically, after two full years with control of both branches of Congress and the WH, this bill was introduced on the very last week of the regular Congress calendar. After which the lame duck Congress would only meet for about four weeks until adjournment.

Not really stalled, more like procrastinated until days before the election (when everyone is scared to vote on anything), hoping that the lame duck Congress (notoriously unproductive period generally) would force it through in a rush?

Doesn't seem like a great strategy if they actually wanted it to pass. Especially since a budget CR is needed before Dec 11 which will dominate members' attention in the remaining time (plus the permitting bill BAAJA).


Moving resources from cost center to profit center.

"Bitter lesson" gets pattern matched as a stock answer to anything vaguely resembling optimization/compute trends these days.

Like, news about internal reorgs at one company that could plausibly be done for any number of boring, bean-counting reasons.

From the article it seems more likely OpenAI just isn't prioritizing robotics anymore. Which seems to fit better than abandoning their booth at a robotics expo because "robotics = solved".

  The change came recently enough that OpenAI had already registered a booth at CoRL, a top academic robotics conference in Austin, this week. Though the conference app and floor plan marked OpenAI’s spot, when Fortune visited booth #208, it sat empty with OpenAI’s logo nowhere to be seen.

If these micro payment walls actually caught on I'm like 90% confident they would become the new "SV leeches sucking up every cent I have to spend" zeitgeist currently occupied by subscriptions with ever increasing prices.

Because people are tripping over each other to post the same "agent swarm hit RSI and takeover beginning??" on the Anthropic post.

Jensen's conspicuously close relationship and public sightings with Alice Huang were already on the radar of an observant Hindenburg Research-esque short seller firm back in May:

NVIDIA (NVDA): The China Problem

https://culperresearch.com/wp-content/uploads/2026/05/Culper...

It uses careful language to avoid implying/defaming anything that couldn't be supported by publicly verifiable info but clearly found their relationship questionable to say the least.

Any investigative journalist worth their salt would have latched onto that possibly salacious hint and started digging. If anything it's surprising this had been quasi-public for months given the trillions at stake from either side of the trade.

It certainly didn't need a strategic CIA leak or House of Cards style knife in the back to doom Jensen. Embarrassing in retrospect how poorly they concealed it.


I just doesn't get having sex with a Chinese woman laundering chips to China makes him leaking info to China. Those are some serious allegations. I agree that Alice Huang has a relationship with Jansen and Alice is likely secretly getting B300s into China, but the China spy part? And how come sleeping with a spy (assuming she is a spy) unknowingly means he need to be kicked out of the very company he built and grow for 33 years, if some congressman did the same thing with a real spy backed by strong evidences still keep his seat for a few years more. That is just unfair and obviously a political move.

> how come sleeping with a spy (assuming she is a spy) unknowingly means he need to be kicked out of the very company he built

The board backed him after "sleeping with a spy" came out.

The board did not back him when, days later, "sleeping with a staff member who reports to him" came out.


Probably didn't disclose second one so that created a lack of trust or board knows much more.

And a lesson for future founders: never give up control of your company.

Zuckerberg & Musk were more visionary on this front and they can never be fired from the companies they created.


And nobody should invest in these companies.

Zuckerberg is surrounded by sycophants who simply abide him chasing trends that turn out to be bad ideas (eg. The libre currency, the MetaVerse, a massive open sourced LLM project, Oculus).

And we all suffer because he just buys up competition rather than allowing "creative destruction" to happen, leading to healthier competition.


And yet, despite all those dumb actions, he remains the uncontested leader of a half-trillion company. This is all more reason to never give up control if you can, it's not like you can wish yourself to become a visionary CEO; if you are not then the creative destruction will destroy you and take your winning lottery ticket away.

Jensen lost that kind of control over nvidia within a year of founding it.

Sure, if you're the kind of guy who sleeps with your subordinates and Chinese spies.

> Sure, if you're the kind of guy who sleeps with your subordinates and Chinese spies.

So future founders who plan to take companies public


PS. Not to mention that "sleeping with a customer" is also (beyond her being a honey spook or not ...) against NVIDIA's internal code (for whatever that might be worth ...)

She is a "honey pot" or sometimes you will see "honey trap." "Honey spook" is not a thing


it's going to trouble you when you learn all words are made up

Elon gots multiple babies with his reports.

Nobody should be confused about whether Elon is a mentally unstable man-baby at this point, with his prolific tweets and public behavior.

Reproductively more successful than anyone commenting here ever will be.

And that’s ultimately all that matters.


you mean - producing more unstable man-babies to this world into big money positions? That is going to end up "really well" for this world, I'm quite sure

And still unstable man baby not worth respect. Turns out money and ability to pay women to use your sperm dont mean you are not ... unstable man baby.

Well.. then why is jensen getting the boot?

I don't think it's been alleged that he has been deliberately leaking info to China. But making decisions for the benefit of a single customer acting as a Chinese cutout to circumvent US export rules risks serious legal or reputational damage for Nvidia. And overall means he could be making other decisions not in the interest of Nvidia shareholders while under her influence, consciously or unconsciously.

Nvidia is going to be a political punching bag facing endless subpoenas and hearings because of him. Didn't even have to wait until the new Congress - the lame duck Congress is already getting started so it's not a one sided partisan Republican or Democrat thing either.

Plus, as others have pointed out, the Nvidia board appeared to have been preparing to back him up and ride out the story after his first carefully written apology/statement. But that seemingly changed after news of the second affair broke which means he may not have been candid with them and made the breach of trust unsalvageable. Unfair or fair doesn't really enter into it, it's not his company anymore, he only owns ≈4% of it. Nvidia board/shareholders would have wanted to keep him running things if at all possible given his track record.

Evidently some straw broke the camel's back, but we don't know for certain whatever it's something that's been revealed publicly so far. It's high profile news because of Nvidia's size and prominence in the AI industry but he's far from the only founder to be pushed out of the company they founded because of a personal scandal.

The political argument doesn't really make sense to me considering Trump bent over backwards to defend him, right up until minutes before he resigned. And the admin seemingly avoided intervening for months after it became known to U.S. intelligence, even adding him back to the China trip after he was originally left off the roster.


Trump going to give him a pardon if he starts to get tangled up with leaking info to China.

I mean, did you hear Trump’s statement on 60 Minutes, where he said he called one of the leaders of the big AI companies, and told him he was going to jail? Given the current situation, who else could this apply to?

Things were pretty hostile with Dario there for a minute

The affair or affiars are likely not real. Just a cover for his smuggling activities. People need to come to terms with jensen being a chinese spy.

The entire country of taiwan is at risk due to jensen. He sold out taiwan and the US to china.


It might not be that. Nvidia donated $25M to Trump’s ballroom and $1M to his inauguration fund.

The administration could be complicit in treason, if substantiated by evidence in a court.


Literally anyone could be complicit in treason, if substantiated by evidence in a court.

Not everyone in the context of this case, however.

Sleeping with him means having access to his stuff when he is asleep.

Having sex with each other doesn't mean they actually sleep together, or that he carries around all the trade secrets with him to be snooped on, or that she is given unfettered access to his home, office, etc.

That's not a crime for him though.

Yes it is. If you go to court and claim you were tricked by a spy into earning billions of dollars for yourself by overcharging all US business and consumer customers, you are going to jail.

The affair claims and spies don't actually matter. Jensen had nvidia smuggling chips to china. All that matters now is who knew or should have known. It is pretty crazy that the CFO took over when its impossible for a CFO to not know 20% of revenue is coming from smuggling gpus to china.

I don't think ends until the entire c-suite and board are all in jail. If jensen really has 60 direct reports, then we need to get 60 jail cells ready.

People need to stop pretending that the richest and best paid people in these companies have some kind of deniability, they do not.


> I don't think ends until the entire c-suite and board are all in jail.

Have you seen corporate crimes in the US? No way an entire c suite goes to prison. One person, maybe. Two or three tops.

> People need to stop pretending that the richest and best paid people in these companies have some kind of deniability, they do not.

They have money and status. How did Elon escape that bs when he said he’d take Tesla private with “funding secured”? If you or I committed such blatant market manipulation, we’d have serious consequences. It’s different for the mega wealthy (which is the primary problem).


> It’s different for the mega wealthy (which is the primary problem).

It's a feature of reality. That's why all this chatter about taking billionaires down a peg or two is ultimately fruitless. All you're doing is aiding someone else's power play -- who will then have the excess privilege and power that rankles the masses. But there is nothing to be done, it has always been that way, and always will. Those who think communism or any other governmental structure actually solves this problem, is deluded; it just transfers the power somewhere else. Putin is richer than Bill Gates.


Every revolution in history has been a struggle between elites aided by the masses. There's never been one where the masses took over the elites.

Isn’t the CFO on record as having strong doubts about the deal making going on, with Huang castigating her publicly for impeding them?

bring back the guillotine!

> tricked by a spy into earning billions of dollars for yourself by overcharging all US business and consumer customers

Is that the case ?


So? Every henchman of our 100 person software shop has their laptop encrypted, do you think Huang carries NVIDIA trade secrets on a note in his wallet?

If you put on the leather authentication jacket it logs you into master control

Perhaps you are simply not very imaginative, but there are multiple ways to turn sexual access into something more...

Spying being the operative word, it's very easy e.g. to plant listening devices, or drugs, or threaten with blackmail...


You dont think under 3 years of sleeping around the world in different hotels, she did not get to his unlocked laptop?

All this while he was in shower thinking how great life is, and what a stud he looks on a leather jacket?...She must have had all confidential designs for the next 10 years of NVIDIA roadmap including the confidential financial partnerships and circular deals...

While currently living in Beijing, they dont do statues there, but she might get her own photo in the entrance hall of the Chinese Ministry of State Security.


I actually don't really think he forgot to press Win+L or that he doesn't have it on an idle timer. I'd be really really shocked if his personal security is that weak.

Leaking 2 days after election results implies that Democrats will aim to imprison Jensen Huang and Donald Trump. Trump may have influenced DOJ to “look the other way”. The fact that NVIDIA donated heavily to Republicans while Anthropic donated heavily to Democrats is interesting. I see this coming up in the next 6-months in Congressional Hearings and Impeachment efforts.

trump deserves to be in prison for several things, among them an attempted coup on Jan 6th and stealing classified documents

the US lost a lot of credibility globally not putting him away


It seems like Congressional hearings are going to be a de facto denial of service attack on tech executives. Can't do much else if you are testifying every day.

That is one way to force an industry-wide AI pause.

Same question as whether you should be using the latest Claude Opus model from Claude Chat, Claude App, Claude Code (via Claude Pro/Max/Ultra subscription), Claude Code (via API), Claude Platform, Claude on AWS Bedrock, Claude on Azure Foundry, Claude Managed Agents, Claude Cowork, etc?

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