Jensen has created more shareholder value than nearly any human on earth.

A) He never made a single product himself, and B) surely we can see in hindsight that this is a pretty goofy metric for success...? Like, "shareholder value" isn't exactly what we need at this pivotal moment in the terran story.

  I think the real risk for the economy, the AI industry, and the US is that Nvidia becomes JUST another company. 
  ...
  But if this cycle stops and efficiency wins in the market (lower margins, more competitors, more options), then Nvidia goes back to where they were

Even if we accept capital as the most important thing, this seems pretty openly counterintuitive. You're lamenting the spectre of efficiency.