Nvidia's board is deciding whether an affair ends a CEO's run
Issue #076 · 4 min read
Nvidia's board is deciding whether an affair ends a CEO's run
Huang's job is a coin flip, says a Yale expert. Plus what actually shipped this week.
The big story
Nvidia's board is investigating its own CEO. Jensen Huang had an affair, and he admitted it himself, in a memo to the entire company — that's The Verge.
The affair alone wouldn't be a board matter. What makes it one is who the other person is.
Nvidia says it's looking into Huang's relationship with someone suspected of being a Chinese spy, a person who reportedly bought Nvidia GPUs in bulk — that's TechCrunch.
Yale's Jeffrey Sonnenfeld puts the odds of Huang keeping his job at roughly 50-50. That's not a pundit's hot take dressed up as a number — Sonnenfeld runs Yale's Chief Executive Leadership Institute and talks to boards for a living, which is exactly the kind of person whose guess is worth repeating — see TechCrunch.
Nvidia is the company whose chips every AI product you ship probably runs on, one way or another. A coin-flip chance its CEO is gone by next quarter is not background noise.
If you're planning anything that depends on GPU supply or pricing stability over the next six months, this is the kind of event you want on your risk list, not just your reading list.
What shipped
GitHub Copilot's code review settings are now controllable through the REST and GraphQL APIs, from enterprise policy all the way down to a single repo. If you've been toggling Copilot review rules by hand across dozens of repos, you can now script it — see the changelog.
Linear's Diffs review tool is now on iOS and Android. You can start a code review on your phone, see what's blocking in your inbox, and pick it back up on desktop — details in the changelog. Worth a look if your team's review queue tends to pile up overnight and nobody touches it until they're back at a laptop.
Google shipped Gemini Omni 1.2 Flash, which now generates and edits 15-second video clips, holds consistency better, and costs 30% less than before — per Google's announcement. It's also already live on Vercel's AI Gateway if you want to try it without a separate integration — see the Vercel changelog. The price cut is the actual headline here, not the longer clips; 30% off is the kind of thing that changes whether a video-generation feature pencils out in your product.
What I'd actually do this week
Check whether anything in your roadmap assumes Nvidia pricing or supply stays boring for the next two quarters. If it does, write down the assumption explicitly so you notice when it breaks.
If your review process is scattered across desktop-only tools, try Linear's mobile Diffs for a week and see if your PR backlog actually clears faster on days people are away from their desks.
If you've been eyeing Gemini for a video feature, re-run your cost math with the new Flash pricing before you decide it's too expensive to ship.
Reply and tell me what you're watching on the Huang story — I'll fold the best read into Friday's issue.