Non competes are not enforceable in California outside the sale of a company.
Nvidia likely terminated him for Cause and thus they will have shit to offer to him.
All of his shares at Nvidia are fully vested or enough he will not give a shit about whatever they can put on the table.
So he pretty much gets to do whatever he wants whenever he wants.
Priority 1 probably is whether to try to save his marriage, but guessing he might not want to do that. No big difference between $100b and $200b.
And now Jensen has no reason to stay in CA anymore.
老黄下课还不到一天,马斯克已经公开递了三次话。
先摆事实。
一、11 月 8 号,红杉资本合伙人 Maguire 发帖,说老黄是这一代最出色的创业者之一,对美国的 AI 领导地位不可替代。马斯克转发,只回了两个字:I agree(同意)。
二、投资人 Gavin Baker 说,老黄的去留该等调查完让股东投票。马斯克回:Indeed(确实)。
三、今天财经账号 ZeroHedge 直接喊话:Elon,请雇老黄。马斯克亲自回:That would be an honour——那将是我的荣幸。
四、马斯克手里正好有个大摊子缺主帅:特斯拉和 SpaceX 合建的 Terafab 芯片厂,一期 168 亿美元已经在德州动工;11 月 6 号投资人 Baron 当面估算总造价要 1 万亿美元,马斯克说大概会,目标是 2032 年月产 100 万片晶圆。
五、英伟达今早的辞职公告和给证监会的文件里,对竞业、遣散、顾问角色,只字未提。
事实摆完,往前推。
第一格,岗位对口。Terafab 缺的不是钱,是一个把芯片从图纸带到量产、还镇得住场子的人。全球数得过来的人里,老黄排第一顺位——GPU 这条线就是他带出来的。马斯克三次递话,姿态已经做足。
第二格,也是最要紧的:一旦官宣老黄加盟,两只票怎么走?
先动的是 SpaceX(SPCX),弹性比特斯拉大。Terafab 名义上两家合建,但算力的故事主要在 SpaceX 这边——它三季度 AI 收入 76 亿美元、同比涨了 9 倍多,轨道数据中心全指望自研芯片。老黄加盟等于给这个故事配了个总工程师。今天盘面已经有点影子:SPCX 涨 2.7%,特斯拉基本平盘。
涨幅看名头:全职掌舵 Terafab,两只都得涨,SPCX 领涨;只是顾问名头,大概率冲高回落——名人站台市场见得多了。英伟达是镜像:今天博通涨 5.2%,已经预演了一遍「老黄离开」的定价;真去了对手家,那是第二波,丢的不只是人,是客户对路线图的信心。
冷水照例泼一盆:Terafab 第一批测试芯片要等到 2027 年中,量产更晚。官宣涨的是预期,后面得靠工程节点还债。何况特斯拉 1.5 万亿、SpaceX 1.94 万亿的盘子摆在那里,一个人能推的涨幅有限;再赶上两家合并谈判没定,真官宣那天,股价先算的可能是合并的账,不是老黄的账。
所以这事的顺序我排好了:先看英伟达董事会拿不拿竞业说事,再看马斯克给的名头,最后才是股价。17 号财报电话会,这个问题躲不掉。
3
185
Why America not send own America woman go seduce China businessman man and steal secrets? Reason so simple. The American white woman when try seduction China businessman,
“Hello China man. I’m most strong weigh 300 lbs. I’m study 0 time every day. Eat fries and do alcohol every night. I make my hair blue because I want be special girl even though nothing special about me so I try make self look most ugly as possible for stand out. I already kill 3 fetus babys in my own body and plan for kill 3 more babys after I birth them and raise them for 5 year. I’m world most biggest sIut but if you sleep with me, I’m wait 30 years then tell every one you rape me so you be put in jail and be actually rape by Jamal Obama. My job only exist because I get in politics power then cry every thing be so much sexism so now government and corporation make fake job for me so I can feel I’m be powerful even though I really do not do anything at work, so now tax so high and every one be depress from have little money because I need feel powerful. Please subscribe my only fan so you able see my vagina for $5 a month, very good deal.
Also, please fall in love with me. Thank.”
Lee Cheng retweeted
I agree with Mike Davis. President Biden should NOT be treated like this by the River to the Sea bastards. Like him or not, he was our president and this is appalling. These people should be rounded up and charged.
aol.com/articles/protesters-…
Lee Cheng retweeted
For the last 20+ years "International law" has merely been a means for the world's most evil, barbaric, murderous, and tyrannical political leaders and terrorist groups to get away with anything they want while the civilized world was prevented from fighting back.
From now on, no male public figure can ever have an attractive woman near him, or she needs to look pissed off all the time?
75
Symphonic orchestras implemented blind auditions because they are fair and eliminate biases.
When this didn’t produce the fashionable mix of token races liberals wanted, establishment press like @nytimes tried to dismantle it:
The phrase “artistic excellence” was deleted from an early draft of the Boston Symphony Orchestra’s strategic plan.
In September 2025, conductor Andris Nelsons asked that it be restored, because excellence is the “indispensable engine for everything the BSO does.”
Five months later, the board voted to terminate his contract.
@HMDatMI on the BSO's power struggle over diversity, ideology, and organizational control ⬇️ city-journal.org/article/cla…
Lee Cheng retweeted
So he sold a car to someone after placing his feces in the front seat and this is a very serious person that we need to take very seriously because of his very serious thoughts.
Scott Galloway says he owned a Tesla, but sold it because of Elon.
"Not before taking a giant dump in the passenger seat. True story."
He's gone from suggesting Elon be executed to telling stories of taking dumps in a car he owned because it was made by Elon's company.
This is a broken, deranged and utterly toxic individual.
Lee Cheng retweeted
Scott’s behavior is unbecoming for a UC Regent. Embarrassment to the UC system.
I am a professor at the @UofCalifornia. I am appalled by the conduct of one of its Regents, Scott Galloway, appointed in August by Governor Newsom.
@profgalloway is one of only 26 voting Regents entrusted with governing a university system serving hundreds of thousands of students & employing tens of thousands of faculty & staff.
Twice, first on a live Pivot episode featuring Hillary Clinton & on Prof G with Fareed Zakaria, Galloway called Elon Musk a “traitor to the West.”
He invoked Julius & Ethel Rosenberg, who were executed for espionage, and declared that Musk should be held to the same standards.
He didn’t explicitly demand Musk’s execution. But invoking the deaths of two convicted spies while calling an American citizen a traitor makes the implication hard to miss.
Musk has not been convicted of treason. Indeed, “treason against the West” isn’t even an actual crime.
Now imagine UCLA alumnus @BenShapiro, appointed a UC Regent, saying the same about George Soros.
Would the Governor defend his right to serve? Would Regent leadership shrug and call it provocative commentary? Or would there be demands for resignation?
But there’s something worse here than another of Scott’s trademark podcast rants.
He sits on the Regents’ Academic & Student Affairs Committee.
The committee’s charter says it oversees student conduct, faculty conduct, academic personnel, & campus climate, among other responsibilities.
This is not some honorary title.
The Board sets university policy, controls institutional budgets, & appoints senior university leadership.
You can unsubscribe from a podcast.
A student who finds Scott’s comments morally repugnant can’t unsub from the Regents.
UC bylaws require Regents to serve the public trust with a “high degree of ethics and candor,” including as private citizens.
Professors owe students intellectual integrity. Regents bear an even greater duty: they govern institutions that teach it.
Yet a Regent serving on the committee responsible for student & faculty conduct invokes executions while labeling a fellow citizen a traitor.
What does that say to our students?
That intellectual restraint is expected of the governed but optional for those who govern?
That standards of conduct depend on whether the target of your rhetoric is politically fashionable to despise, as long as the audience applauds?
This isn’t about defending @ElonMusk. He needs no defense from me.
Nor is it about silencing Scott. As if that were possible. He’s free to express his opinions, however reckless they may be.
But freedom of speech is not freedom from accountability, and holding a university office of public trust is not an entitlement.
There is an enormous moral chasm between exercising your right to speak recklessly and demonstrating the judgment required of one of the 26 people who govern our great public university.
The UC Board of Regents isnt a podcast sponsors can boycott. It’s a public trust.
One final irony. At @NYUStern, Galloway teaches Brand Strategy, including a session on crisis management.
His own prescription for leadership in a crisis is unequivocal: acknowledge the problem, have leadership take responsibility, and “overcorrect.”
He’s praised the departure of corporate leaders as evidence of effective crisis management.
Now Galloway himself sits on the UC Board of Regents.
Will he hold himself to the standards he teaches, or does accountability apply only to other people’s institutions?
Professor lecture thyself!
I believe Scott Galloway should seriously consider whether his continued service on the Board of Regents is consistent with the ethical standards and responsibilities of that office, or whether he should resign.
I welcome the opportunity to discuss these issues with Galloway directly, including what standards we should expect of those entrusted with governing the world’s best university.
Scott, you have an open invitation to join me on @Into_Impossible for an honest conversation.
Lee Cheng retweeted
Anyone attacking @HarmeetKDhillon over her Sikh faith are low wretches of the worst sort. I remember needing local counsel in California for a Catholic teacher whose faith prohibited her from using transgender pronouns for a five-year-old. Harmeet had no financial incentive to agree for her firm to be local counsel, but she did because she believed in defending free speech and religious liberty.
Without her, I'd have never met @MurdockJDF and the people she hired who stuck it out with me after she left for DOJ.
If you're targeting Harmeet for her faith, you're no friend of religious liberty.
Lastly, I will add more generally as to Sikhs. I have never met a bad Sikh or a Sikh that makes me wonder, "what kind of religion is that?" Every Sikh I've met lives their faith - both personally and to others.
My husband watched me pray in our Sikh faith at the RNC — and one of our last text messages before he died a couple of weeks later was telling me
he was so proud of me. He was supposed to be there, but he was also dying from two serious illnesses, and he could not make it at the last minute. Our medical staff at home took care of him while he watched me pray in our faith tradition -/ just as we did at home daily over each meal.
All you trash who have denigrated my prayer to the ONE GOD many faiths believe in, deeply hurt me for the last two years, but I could not comment back because I was part of a campaign and then confirmation -/ administration. It’s over. I won’t be silent any longer.
Go read the First Amendment and my extensive record on behalf of ALL people of faith in America. For 34 years. And then let’s measure our respective records on religious liberty. I welcome all comers who think they can prove they did more than I did for ALL people of faith in this country. There are none. I intend to keep fighting for ALL people of faith in America for the rest of my life. But I won’t hide my own faith for one second. It’s protected by our Constitution.
Lee Cheng retweeted
I say this as a Republican, a conservative, and someone who has supported President Trump.
Republicans are giving themselves a terrible name because party leadership refuses to unequivocally condemn people like Jake Lang. Perhaps they are afraid of alienating the Groyper crowd. But here's what they fail to understand: In trying to protect the support of a tiny extremist fringe, they risk alienating millions of decent Americans.
If this continues, Republicans shouldn't be surprised if they struggle to win even 1% of the Indian-American vote. And the damage won't stop with Indians or Hindus. White, Hispanic, Black, and other Americans will also increasingly distance themselves from a party that appears unwilling to stand up against outright bigotry.
Most everyday Americans I encounter are fundamentally decent people. They may want stricter immigration laws, fewer immigrants, and stronger border enforcement. That's a perfectly legitimate political position. But wanting less immigration and going around harassing Hindus because of their religion are two entirely different things. Conflating the two is both morally indefensible and politically disastrous.
This kind of extremism is no different in principle from the far left's most hateful rhetoric against conservatives. And the danger isn't merely theoretical. Just weeks ago, we saw an alleged plot targeting a Hindu temple in Aurora. Rhetoric that dehumanizes entire communities should never be dismissed as harmless provocation.
Look at what's happening within the conservative movement itself. Harmeet Dhillon, a loyal Trump supporter who has fought aggressively against DEI, is being harassed by elements of the so-called "woke right." Kash Patel gets attacked simply for wishing people a Happy Diwali. What exactly are these people trying to accomplish?
If Republicans continue down this road, they risk becoming a party that appeals to a narrow, angry 10% of America rather than a broad conservative coalition capable of winning national elections. Even decent, lifelong conservatives will eventually walk away if this behavior becomes normalized.
I support conservative principles: lower taxes, limited government, strong borders, and individual liberty. None of those principles requires tolerating religious hatred.
Republican leadership needs to understand that silence is not neutrality. When extremists openly target fellow Americans because of their faith, refusing to condemn them sends a message of its own.
Clearly and unequivocally condemn Jake Lang and this kind of bigotry. You can be unapologetically conservative without being apologetic for extremists.
The @JakeLang types doing this performance art bigotry are despicable, and no different than color revolution leftists. This hateful behavior is un-American and needs to be condemned by all normal people!
Happy Diwali and Bandi Chorr Diwas to all who celebrate!
Fuck Bo French and racist politicians of any party.
He has screwed the GOP in Texas and possibly nationally for generations and if we someday end up with one party rule like we have in California, where non whites vote for corrupt, incompetent and racist Democrats against interest, we can all point to the guy who started it all and the Party that failed to repudiate him.
Bo I’m American. You aren’t going to deport me. But Texas voters did just deport you out of railroad commissioner race. You should be proud of helping flip the state blue through your sheer stupidity and racism. It’s a huge accomplishment.
1
112
Lee Cheng retweeted
I have ONE stereotype about Sikhs … that they’re as patriotic as if they were there on April 19, 1775.
You fucks who can’t tell a Sikh from the Taliban are all retards.
My husband watched me pray in our Sikh faith at the RNC — and one of our last text messages before he died a couple of weeks later was telling me
he was so proud of me. He was supposed to be there, but he was also dying from two serious illnesses, and he could not make it at the last minute. Our medical staff at home took care of him while he watched me pray in our faith tradition -/ just as we did at home daily over each meal.
All you trash who have denigrated my prayer to the ONE GOD many faiths believe in, deeply hurt me for the last two years, but I could not comment back because I was part of a campaign and then confirmation -/ administration. It’s over. I won’t be silent any longer.
Go read the First Amendment and my extensive record on behalf of ALL people of faith in America. For 34 years. And then let’s measure our respective records on religious liberty. I welcome all comers who think they can prove they did more than I did for ALL people of faith in this country. There are none. I intend to keep fighting for ALL people of faith in America for the rest of my life. But I won’t hide my own faith for one second. It’s protected by our Constitution.
Lee Cheng retweeted
Replying to @JonathanTurley
Thank you for writing about this. That they’ve been able to achieve such wide commercial success shows the psychological operation media has in helping to mainstream these sociopaths on the left.
Lee Cheng retweeted
Rachel Welch has made millions by injecting rage into the body politic. In this podcast, she and her co-host break into uncontrollable laughter at a post that says, “We’re digging up Charlie Kirk and doing it again." newsbreak.com/mediaite-52057… What is notable is that, after her cohost denounces conservatives for spreading false news, they claim falsely that Kirk was killed by a MAGA supporter -- a claim long debunked but repeated by many on the left.
Lee Cheng retweeted
Men get fired over racist jokes
Women can ruin a man’s life with fake rape accusations, get caught and still keep their DEI position at MIT
She demanded 'hard' sex, joked about being gang-raped... then drove her MIT scientist lover to attempt suicide with #MeToo lie. Now read the disgraceful texts that landed her $10m in debt trib.al/IFJSy9a


































