X Debate: Altimeter and Atreides Send a Joint Letter Urging NVIDIA's Board Not to Rush Replacing Jensen Huang and to Keep His Return on the Table, as Elon Musk Says He Will Sign a Petition to Reinstate Him and Gavin Baker Says About 20,000 Have Signed
At 08:34 Singapore time on November 14, Atreides Management managing partner and CIO Gavin Baker (@GavinSBaker) posted on X a letter that he and Altimeter Capital CEO Brad Gerstner sent to NVIDIA's board. Writing as shareholders, they ask the board to run a "slow, measured, and deliberate process" on NVIDIA's future leadership that leaves all options open, including Jensen Huang's return, and to avoid rushing to replace him before the facts are known; they add that Interim CEO Colette Kress and her team can lead capably in the meantime. The post has about 1.35M views, 9,580 likes and 1,160 reposts. Earlier, Elon Musk replied that "a petition is underway to reinstate Jensen and I'm signing it too," a reply with about 207K likes. Baker later said the petition had roughly 20,000 signatures, including about 2,000 NVIDIA employees (his own claim, not independently verified). There is pushback too: Tesla senior staff engineer Yun-Ta Tsai argued that employees who really want Huang back should resign to make the point. This is a community discussion; NVIDIA's board has not publicly responded to the letter or the petition.
Key Takeaways
- Signed by Altimeter Capital CEO Brad Gerstner and Atreides Management managing partner and CIO Gavin Baker; Baker calls it a first for Atreides (post)
- The ask: a slow, deliberate process on future leadership that keeps Jensen Huang's return possible; if the board still decides against it once the facts are known, that is the board's prerogative
- Elon Musk replied on November 14 (04:51 Singapore time) that he would sign a petition to reinstate Huang; the reply has about 207K likes and 7.3M views (post)
- Baker says the petition has about 20,000 signatures, including about 2,000 NVIDIA employees, and that he backs reinstating Huang while an independent investigation runs; the counts are his claim
- Pushback: Tesla engineer Yun-Ta Tsai's post (about 17K likes) says employees should resign to make the point; NVIDIA has not responded, and the November 17 (US time) earnings call is the next thing to watch
