But also, what was the material damage to HuggingFace? AFAICS, it rapidly increased their profile to the point that Jensen claims he paid too much for HF, because he bought right after the hack.
Just contemplating the idea that you're going to be the target of thousands of relentless brute-forcing AI agents till the end of time and that you're too dependent on Big AI to do anything about it would be enough for many people to throw in the towel.
Jensen seems to be whining in order to deflect criticism of the purchase price. I'm more inclined to believe HF warmed to selling after the incident because of the damn-if-you-do-damned-if-you-don't legal quagmire. Nvidia is one of the only entities that would be positioned to able to sue OAI in the future, or compel them to take more preventative measures.
" Our analysis suggests that the recent investments in AI-related categories have contributed significantly to the real GDP growth in 2025. It has surpassed the contribution of IT components to the real GDP growth made during the dot-com boom, both in levels and as a share of GDP. As firms continue integrating AI into their operations and building the infrastructure required to support it, these categories are likely to remain significant drivers of investment well into 2026 and beyond. "
https://www.stlouisfed.org/on-the-economy/2026/jan/tracking-...
Remember, the original idea for OpenAI was to make open (thus the name) AI models that could only generate a maximum return of 100x for the investors. There was none of this hyperscaling, proprietary technologies, pure profit motive, etc. until later on.
I think it ultimately comes down to ideology. Simple financial math has nothing to do with it and never has. SV and DC, at least today, have a lot of beliefs in common. It can really be summed up as "divine right of CEOs". These are the "best and brightest" who came from the right parts of the country, who went to the right schools (even if they didn't finish their degrees), and ran in the right circles. They don't simply receive the opportunity to make unfathomable wealth and power; they're owed it. If they do something, by default, it must be right, and if a circumstance comes in their way, it's the circumstance that is wrong.
That's why you don't see a small motorcade of black Chevy Suburbans headed to these companies' headquarters from the local DHS field office. They aren't wrong; the expectation that the AI agent doesn't hack into government websites is wrong.
If I run over your mailbox maybe we can come to an agreement where you don't sue me, but if I was driving recklessly I've still committed a crime that you cant absolve me from.
It should be the same re: losing control of your agents.
The orange man's influence doesn't extend as far as he thinks.