Rohan Paul (@rohanpaul_ai)T2·Industry
58 pts
Jensen Huang has declined to name a successor, instead running a flat organization with roughly 60 direct reports and relying on constant knowledge-sharing to create multiple potential heirs. Nvidia's own SEC proxy statement warns that poor succession planning could damage strategy and long-term execution. Investors are now pricing this governance risk, and Huang's direct lobbying line to President Trump and foreign officials on chip exports is especially hard to replace.