Zenith.Lee𝕏

I had lunch with some $NVDA employees today and spoke with them about the situation. 1. Internally, people seem reluctant to discuss it with one another. I was told that managers who have been at NVIDIA for many years are particularly wary of letting this shake the organization. On Blind, however, there is apparently plenty of discussion and speculation. 2. I heard that the day after Jensen stepped down, one group held an all hands meeting to openly share what they knew and answer questions. From what I was told, everyone was concerned about the risks the company now faces, and there was especially strong interest in whether Jensen could return. 3. The people I met today included both longtime employees and relatively recent hires, and all of them were supportive of Jensen. Some still questioned whether the allegations of an affair were even true. They said they could not imagine NVIDIA without him and hoped he would return, no matter what. 4. Another concern they raised was the possibility of losing longtime employees who have been personally shaken by what happened. For these employees, working at an innovative company led by Jensen meant more than money. The concern is that if that sense of purpose disappears, they may begin to wonder what reason they have to stay at NVIDIA. 5. During my visit today, security also seemed tighter than before, and guest visits appear to have been restricted to once a month. With so much discussion surrounding the situation, it felt as though the company was being more cautious. For me, the visit underscored just how much NVIDIA has relied on Jensen himself, particularly his technical leadership. Setting aside his personal life, I came away feeling that his return would be the best outcome for NVIDIA.