00:00:11But I do think that this is massively important and is going to be consequential.
00:00:20So, as you might have heard, Jensen was, I mean, these Wang puns are just waiting to be implemented.
00:00:33I mean, Jensen was credibly accused of not only having a marital affairs, but having a marital affair with a woman named Alice Wong.
00:00:44They have the same last name, who is a sort of front woman, executive, but probably Chinese spy of a company called Megaspeed.
00:00:58and what she does is very dubious to to put it mildly but they were having an emerital affair
00:01:09and then once the dam breaks water is rushing everywhere and he's also been accused of being
00:01:17intimate with the subordinate and uh you know these things happen we have images of that um
00:01:24ill-fated radiohead concert or ill-fated coldplay concert excuse me where the ceo was um canoodling
00:01:33with one of his subordinates although someone who was successful in her own right i mean they were
00:01:40sort of equals similar with jensen um a woman named kimberly that he was having an affair with
00:01:48I mean, on some level, who cares? And there are more and more coming out.
00:01:54Jensen is a very interesting man, and I mean that seriously, whereas the typical Silicon Valley entrepreneur doesn't actually have a lot of technical expertise.
00:04:22But much more than that, this was someone who was engaging in the circular financing where he is lending money.
00:04:34He sort of created a company that was so big and that had stocks increasing so regularly that he could fund other companies and was sort of the chooser, the one who determined who was going to succeed.
00:04:51A lot of that has to do with the fact that we're in an obvious AI bubble.
00:04:59And so demand is way, way outstripping supply.
00:05:04But he was also engaged so he could determine who gets the chips.
00:05:10But he was also engaged in that circuitous financing of investing in companies that were going to buy his chips.
00:05:18And they were so advanced that it would take anyone 10 years to catch up, et cetera, et cetera.
00:05:24He was also big with the Trump administration.
00:05:26There's a sort of hilarious scene where Jensen is on stage announcing things.
00:05:34We're working with Palantir now, and he gets Trump on the phone.
00:05:38And Trump says that this guy can design the best chip in the world, but he can't operate a speakerphone.
00:05:46And I think that sort of wholesomeness, if you will, was part of Jensen's vibe.
00:05:53He never scared people in the way that Elon did.
00:05:57Now, he buddied up to Donald Trump, but he wasn't seen as a right-wing ideologue or someone who clearly wants to be president of the United States like Elon Musk.
00:06:11NVIDIA is a trillion-dollar company, or was.
00:06:16It's actually shed a trillion dollars over the past few days.
00:06:21It has a larger valuation than the entire European stock market.
00:06:28I mean, when you look into what happened with Jensen over the past few years, it is mind-boggling.
00:06:35And he, I believe, became a centibillionaire, at least in valuation on paper.
00:06:41and um so he is having this affair with alice and you know
00:06:50i get it on some level you know on some level this is none of our business
00:06:56and who cares this stuff is stuff is happening all the time he's obviously inflated from a guy
00:07:02who was struggling to pay his monthly credit card bill to a man who has more money than god
00:07:10and that does inherently change you you know he's a superstar even though he still looks like a you
00:07:18know nerd in his 50s or early 60s but yeah you get chicks and everyone loves you and i've been
00:07:25listening to a number of um reports and there i think there was a cult-like atmosphere going on
00:07:31but it's almost like a natural cult because they're all in it he is the man he did this he
00:07:38was Jesus as an itinerant preacher before anyone cared and when they weren't making any money. He
00:07:47did it. He's making you a millionaire. He's making you a billionaire, at least for people
00:07:52on the board and major investors. He is going to make it happen. That little AI company that he
00:07:58likes, well, that's going to become a multi-billion dollar company because he wants it to.
00:08:05And it's a natural cult. I don't think Jensen is charismatic. He's anti-charismatic. He's certainly no Steve Jobs in the way of communicating with people and having that touch and saying things that are genuinely interesting, as Steve did.
00:08:24uh but he didn't have any of those gifts maybe that's a too high an obstacle for um him to cross
00:08:33uh there's a charisma gap much as there is an intelligence gap between peoples i mean let's be
00:08:43honest uh but what's interesting about this case of he's having an extramarital affair with alice
00:08:52of mega speed um is that there's a kind of like inner turmoil going on in the administration
00:09:00with howard lutnik the commerce secretary who just looks the other way wants to work with russia
00:09:07just wants money are we selling chips to china yeah sure can i get in on this deal remember who
00:09:14grease the wheel, right? Howard Lutnick. And then people who are genuinely concerned with national
00:09:23security. You could disagree with them here and there, but that is their bent. And that would
00:09:29include the Rubio faction of the administration. And apparently, reportedly, Scott Besant,
00:09:35who is the Treasury Secretary, who got into a lot of arguments with Lutnik and Jensen and company, basically.
00:09:49And then there's Trump just sort of overseeing all these things.
00:09:52But the most charitable way of dealing with this case, I would say, is that we have a honeypot situation going on here.0.99
00:10:05Alice, you know, she she's a very good looking woman.
00:10:11You know, he's been with his wife for a long time and, oh, you know, he's so powerful.
00:12:01but you know is all are all these llms really gonna you know knock us off the top really are1.00
00:12:09they gonna knock us off the throne i don't think so i think it's gonna be fine and you know we want
00:12:15china to succeed after all as china succeeds we succeed um i i think actually the entirety of the
00:12:23case could just simply be explained through greed but i'm just throwing this out there
00:12:29um jensen might he have known full well what was going on and the word honeypot just keeps
00:12:41getting repeated it gets it got repeated early on with a short selling firm that was doing this
00:12:47research and they want to short nvidia and make you know millions of dollars themselves and they
00:12:54were looking into this and this alice woman was posting uh photos of the two of them looking
00:13:01affectionately into one another's eyes on social media i mean she was sort of asking for it maybe
00:13:06she was asking for it which is another interesting twist um but i just wonder the degree to which
00:13:15jensen born in taiwan the degree to which he's really an american maybe he doesn't fully
00:13:22understand the national security implications maybe he does maybe he wants asia and china to be
00:13:30very successful maybe alice isn't a honeypot at all and instead they were in it together and
00:13:41making millions of dollars while doing something a little bit dangerous and doing something for0.67
00:13:48the motherland the old country that is china and they just the you know when you're doing something1.00
00:13:54that exciting you just want to hop in bed together it's that's the cherry on top of the sundae1.00
00:14:00and so i do think that jensen will be put into jail in a reasonable amount of time
00:14:09This is now broken, and it's uncontainable at this point, and it's being reported everywhere. Trump is already going down, and this doesn't help.
00:14:26apparently Marco Rubio didn't want Jensen to be traveling to meetings with China about
00:14:35sanctions he did he Marco Rubio wanted him to stay at home and they like brought him with
00:14:41I you know I I find I think he will be at the very least scapegoated and probably properly
00:14:50scapegoated in the sense that he's not actually an innocent goat he clearly broke laws out of
00:14:58he should have known maybe he did know exactly what he was doing but this notion that like alice
00:15:06tricked him into doing it which you hear from people is based on an assumption that jensen
00:15:14is actually a patriotic American and I wouldn't hold that assumption. I think he might very well
00:15:23have known exactly what was going on and wanted Asia to succeed and was perfectly willing to give
00:15:31mega speed or whatever companies it was distributing to, um, you know, millions,
00:15:37billions of dollars in chips, but just my thought.