Gary Marcus：黄仁勋或被解雇及AI融资链风险
Jensen is reportedly about to get fired
Jensen has been a busy fellow.
黄仁勋一直是个忙碌的人。
But more than this further evidence of poor judgement, The Wall Street Journal reports that Nvidia is about to fire him.
但《华尔街日报》报道的不仅是这一进一步证明判断失误的证据，英伟达即将解雇他。
If Jensen is indeed on his way out—and Nvidia may really not have much choice to let him go given the potential liability and reputational damage, to say nothing of the scrutiny from investigations if they don’t act—all hell may break loose.
如果黄仁勋真的要走——鉴于潜在的法律责任和声誉损害，更不用说如果不采取行动将面临调查的审查，英伟达可能真的别无选择只能让他离开——一切可能会彻底失控。
The stock is already down in after hours, but that’s just the start.
股价在盘后交易中已经下跌，但这仅仅是开始。
The bigger issue for the AI world at large is that Jensen is the ringmaster of all the insane circular financing. And all that might collapse.
对更广泛的AI世界来说，更大的问题是黄仁勋是所有疯狂循环融资的核心人物。而这一切都可能崩溃。
One immediate big question, if he does in fact go, would be whether an Nvidia with an acting CEO (perhaps the CFO?) still goes through with the billions they promised Anthropic in the IPO.
如果他确实离职，一个迫在眉睫的大问题是，由代理CEO（也许是首席财务官？）领导的英伟达是否仍会履行其在IPO中向Anthropic承诺的数十亿美元。
Things could get real wild real fast if they put a hold on that.
如果他们暂停这笔交易，事态可能会迅速变得非常混乱。
Subscribe now
立即订阅
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力