The Real Impact of Jensen Huang's Resignation – Top 3 Takeaways – November 13th, 2026

Takeaway #1: When was the last time Apple really 'wowed' you with something?

I'm going to come back to that question and the reason behind my top takeaway today in a minute. But first...trivia time...through the United States of America's 250-year history – how often has someone come along that's changed the world through entrepreneurship and innovation? The answer is approximately 17 years. Given the unprecedented opportunities afford by our country that was founded on God-given as opposed to government given rights – essentially every life changing innovation and business created to perpetuate it has been American since the onset of our nation. These are the names of the top 15 entrepreneurs in American history who've changed the world through innovation: Cornelius Vanderbilt (shipping and railroads), John D. Rockefeller (oil), Andrew Carnegie (steel), J.P. Morgan (banking), Thomas Edison (electricity), Henry Ford (mass manufacturing), Walt Disney (entertainment), William Boeing (flight), Ray Kroc (fast food), Thomas Watson Jr. (computing/the internet), Steve Jobs (personal computing), Bill Gates (software), Jeff Bezos (e-commerce, cloud computing), Elon Musk (Space, EVs, AI)...Jensen Huang (GPUs, AI Infrastructure). Anyone who's ever watched Shark Tank has likely been made aware of something successful entrepreneurs are keenly aware of. There's a difference between creating a product and creating a successful company. There have been many great inventors who've invented products but could sustain great companies and/or that lacked the ability to innovate meaningfully beyond the original product. Truly rare are those who create society changing products, processes, and technologies – turn them into successful companies and continue to...

Takeaway #2: Innovate in a way that changes the world.

On Thursday the United States, and for that matter the world, lost one of the country's 15 greatest innovators of all-time - in one of the most disgraceful ways. NVIDIA's Jensen Huang 'resigned' amid revelations of two significant affairs – one with an apparent Chinese spy that allowed China's top AI company Deepseek, to obtain the world's most power GPUs – which the United States has banned China from being able to buy...and another involving a direct report within his company. So, here's the thing. What's become apparent to me over the past week or so is that NVIDIA is the most important company, and Jensen Huang is the most important innovator, that people have either never heard of or barely know of...this has become painfully clear as I've heard people attempt to report on this, comment on this, offer conspiracy theories on this...all without even knowing how to pronounce the company's name...or Jensen's name. The company is pronounced N-VID-IA. And Jensen's last name is pronounced "wong". And this just in, if you have someone who isn't even aware of how to pronounce the name of the company or the founder and CEO - it's not likely you've come across a credible source of information on this topic. But anyway, what's most important to know is that NVIDIA is the world's most important company today. Fun fact that I'll tie into another Trivia question. How often does the average American use an NVIDIA product? The answer is...eight times per day. Do you store stuff on your iPhone via iCloud? You're using NVIDIA. Do you use Google to search? You're using NVIDIA. Do you use any AI services or have any AI assistants like a la Chat GPT, Claude, or Grok? You're using NVIDIA. Do you use social media like Facebook or Instagram? You're using NVIDIA. Do you use any streaming services like Netflix? You're using NVIDIA. How about online shopping? The odds are you're using NVIDIA there too. Do you do online banking or investing...yep NVIDIA. Ditto credit cards, and even infotainment in cars. And that's independent of most medical imaging and medical AI assistants and if you're a gamer.

Takeaway #3: NVIDIA is THE infrastructure company of AI age

And those are just consumer use examples. The real NVIDIA story is with the frontier AI models like Anthropic's Mythos – that require NVIDA's best-in-class processing power. This is why until a few weeks ago it was the most valuable company in history. A company that was even worth $2 trillion more than all of Elon Musk's companies combined. So this takes me back to my original question. When was the last time Apple "wowed" you? Under Steve Jobs Apple invented two products (personal computers & iPods) that changed the world and innovated a third (smart phones). What has Apple changed the world with since? Now to be clear, most of us that use Apple products still love them. Tim Cook did a phenomenal job picking up the ball from Steve Jobs and seeing to it that Apple would continue to produce great products. But the most common conversation I've had with people about even Apple's newest releases have involved the conversation that "Siri still sucks". The fact of the matter is that Apple hasn't changed the world since Steve Jobs was around to do it. This is what the United States, and for that matter the world lost with Jensen Huang yesterday. One of the 15 greatest innovators in American history. The kind that only comes around every 17 years. There's no way to just plug and play and replace that genius. And it comes at a particularly important time in the AI race with China. Interesting Elon Musk has said he'd enthusiastically hire Jensen Huang – though that seems unlikely for multiple reasons. As for the many conspiracy theories about the timing of the dropping of these revelations, etc. First, how many conspiracy theories ever actually amount to anything? Second, Jensen has no one to blame but himself. He's admitted to this – it's not a conspiracy. He's agreed to testify to congress next week. There will be more news that comes from this...but the bigger story is the historic loss of talent at the world's most important company.

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