Friday, November 13, 2026

Do You Remember Jensen Huang's First Post On Social Media Platform X? (NVDA)

We referred back to it when Anthropic and OpenAI wanted to build a regulatory moat in September 2026:

September 13, 2026 

At the time "The Trigger" referred to open models triggering the duopoly into the attempt to regulate-away any competition.

In hindsight, that tweet by Mr. Huang may have triggered much more than Altman/Amodei simply trying to influence/manipulate politicians and the administrative state. Our outro caught some, but not nearly enough, of what was going on:

This weekend's contretemps? 

It's all about money, moats (or lack thereof), marketing and political power.