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Dylan Schroeder
Verified account New Founding@dylanpschroeder
Partner at @newfounding
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My gut reaction to this was that it’s largely a nothing burger in the sense that the stock might come down a few points and that Jensen would face no material consequences from the board, but the more I talk to people about this, there is definitely greater than a non-zero chance he is terminated.
The cult of personality that Jensen has, which drives the price of the stock to some/a large extent isn’t to the magnitude of Elon or any of his companies, but it’s definitely still substantial. I think you’d see this stock come down 15-20% in a single day if he is forced out.
The cult of personality that Jensen has, which drives the price of the stock to some/a large extent isn’t to the magnitude of Elon or any of his companies, but it’s definitely still substantial. I think you’d see this stock come down 15-20% in a single day if he is forced out.
The post nut clarity for Jensen Huang must’ve been crazyView quoted post on X
At the @kanyewest show in Dallas, hmu!
18 holes and this playlist on the speakers
open.spotify.com/playlist/6X8yO…
open.spotify.com/playlist/6X8yO…
open.spotify.com Sensitive Young Man Playlist · dylschroeder · 133 items · 2 saves This felt like an important PSA: Velo is $13 for a whole sleeve at 7/11s in Texas right now