Jay Goldberg, Seaport senior analyst, says Nvidia would lose its identity without CEO Jensen Huang. Goldberg says the risk of Huang being removed is significant. He speaks on “Bloomberg Surveillance.”
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Got it onto the next one
If it’s true that the company didn’t have a secession plan, it seems like corporate malpractice. What if he were in a car accident, or an airplane crash, or had a heart attack, or choked on a piece of steak, or a meteor fell out of the sky, or an angry gamer upset about GPU prices channeled his inner Luigi, or if he simply got caught sticking his banana in the wrong woman’s split (wouldn’t be the first time, won’t be the last time)? How could a corporation this large not have a plan?
Remember Steve Jobs and Apple? The obituaries for the company being written faster than those for late founder? Apple has done just fine without him. Same for Nvidia. Nobody is indispensable. Particularly the superstar CEO is not a must have. Google does just fine with Pichai who’s as exciting as porridge. Who wants a CEO that does everything to be blackmailable. Kisses subordinate in public than has his security detail run after the photographer with an NDA and money. Come on, at least be stealth about it.
Good call Jay….it’s happening…it’s incredibly deserved…and he’s going to be invoking the 5th amendment very frequently in the near future. I disagree that Nvidia stumbles over the intermediate term without him. A semiconductor organization is the most complex human organization ever created. It runs like a machine….for the next 4-5 years, it can keep rolling off its existing roadmap. After that, yes the vision if lacking can make an impact.
Apple without Jobs does not have an innovative soul.
What is this nonsense? Even before the scandal the probability of Jensen not exiting within the next 2 years was substantial. Bloomberg of all companies knows very well that nobody is irreplaceable. Their employees know it too
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