If Jensen is pushed out at Nvidia, @elonmusk and SpaceX should merge with Nvidia. This would accelerate Elon’s goal of building the most important AI company in the world. It would also get Nvidia a competent leader that has direct experience building hardware through global supply chains. Imagine a world where SPCX, TSLA, and NVDA were combined to create a vertically integrated AI business that could go from chips to applications at scale. The opportunity would be $100+ trillion. It would also ensure the United States is the winner in the global AI race. The process to get something like this done would be nearly impossible. It would be the largest merger in human history and the recent blue wave would immediately try to block it. But that doesn’t mean Elon shouldn’t try. Winning the AI race is the most important task at the moment. If Elon can help Jensen steer Nvidia to continued greatness, while accelerating the full vertical integration, then I would argue he has a duty to attempt the impossible. The next few weeks are going to be insane.