Jensen Huang and the decline of the visionary showman founder CEO
On January 6th, 2025, Nvidia CEO Jensen Huang got his rockstar moment at last.
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1–20 of 25Nov 14
Former OpenAI researcher says he found Nvidia Blackwell fingerprints hidden inside six Chinese AI models
Former OpenAI researcher Will DePue says he has produced the first technical evidence that DeepSeek, Moonshot AI, MiniMax, and Ant Group are using Nvidia's latest Blackwell GPUs despite US export controls. His forensic method reads characteristic chip signatures directly from published model weights. He estimates the hardware behind the five training runs cost more than half a billion dollars.
Nov 13
Jensen Huang is out. What did China want from him?
Today, we’re talking about the Jensen Huang scandal at Nvidia, which is developing so quickly that we had to do an emergency update of this intro minutes before publishing this episode.
The Jensen Huang scandal is hardly over
I was certain, until the story of Jensen Huang's second affair hit, that Huang was bulletproof. After all, why wouldn't he be? He's placed himself indispensably at the center of the AI industry and famously had no succession plan at Nvidia. In fact, he's the only CEO Nvidia has ever had. L'état c'est moi.
Nov 12
Nvidia’s stock drops as board reportedly preps to oust CEO Jensen Huang
As soon as Wednesday evening, Nvidia's board could decide to remove its founder and CEO of 33 years.
Nov 11
Grok-built apps exposed patient data, plaintext passwords, and SpaceXSI's own sales pipeline
Security firm Claroc found more than 35,000 Grok-built apps open to anyone without login, including patient data and confidential SpaceXSI documents. The cause: "Anyone with the link" was preselected as the default access setting. SpaceXSI took only its own 24 employee apps offline. The rest remain accessible.
Nov 7
Why a new report on Anthropic automating AI development is alarming researchers
Anthropic is using AI to build more powerful AI. And it appears to be working remarkably well, with the company's models improving roughly twice as quickly as a year ago, with little indication of slowing down.
Nov 6
METR finds Anthropic may have crossed its own AI acceleration warning threshold back in July
Nonprofit METR spent eleven weeks auditing Anthropic's internal research data and concluded that the pace of model development has roughly doubled, with about 80 percent of the speedup driven by AI-assisted research. Anthropic redacted the most informative evidence, though, which means the public has to rely on METR's judgment "much more than would be ideal."
‘Total repudiation’: The blue wave is about to hit AI
On Tuesday night, Democrats made history as they took control of the House and the Senate, and a blue wave swept through traditionally red and swing states. In these and other campaigns, one theme kept coming up: holding AI companies accountable to the American people.
Nov 5
Data centers lost the midterms
Data center developers are poised to face a more restrictive building environment after voters across the country voted in candidates who favor moratoriums and ballot measures that put more obstacles on their expansion, delivering a stinging blow to a central pillar of the AI industry.
Oct 31
Cracks are emerging in the AI spending boom
Big Tech is pouring billions into AI infrastructure, but mounting debt, negative cash flow, and growing investor skepticism are raising questions about the sustainability of the AI spending boom.
Oct 23
AI Is Getting Good at Math. Here’s Why.
AI models are solving more mathematical problems. A pattern is emerging in their successes that could help us predict which problems they’ll solve next.
Oct 18
Anthropic has nearly stopped hiring junior staff because AI agents now work six times as many hours
Anthropic is hiring fewer and fewer junior staff in technical roles. The share of junior positions among new hires dropped from 27 to 9 percent since early 2025. By August 2026, AI agents across the company were already logging six times as many hours as humans.
Oct 15
The AI race is back on
Last week, Anthropic and OpenAI looked like they had the AI race to themselves, pulling ahead with increasingly powerful models that left their rivals in the dust. Google seemed hopelessly far behind, while Meta, despite spending billions to revive its floundering AI ambitions, had yet to establish itself as a serious contender.
Oct 13
Just 5 years in, interactive chatbot platform Character.AI files for bankruptcy
The startup will sell some of its assets to Disney for $20 million.
Oct 10
"How much beauty have we lost?" Mathematicians react with shock and disgust as OpenAI bulldozes their field
OpenAI published more than 700 AI-generated manuscripts claiming solutions to open math problems. A math blog then collected over 100 responses from researchers, ranging from fascination with new ideas to existential fears and grief over a lost way of working. Fields Medalist Hugo Duminil-Copin wrote, "I am paralysed."
‘Pure insanity’: Mathematicians will need years to make sense of OpenAI’s latest drop
"Staggering." "Overwhelming." "Unprecedented." "Surreal." "Pure insanity." Those were among the descriptions more than three dozen mathematicians reached for in conversations with The Verge as they tried to make sense of the flood of mathematical results OpenAI abruptly dropped on the field this week.
Oct 9
Some mathematicians call for OpenAI boycott after AI-generated proofs flood their field
The Association for Human Mathematics is calling for an OpenAI boycott after the company released more than 700 AI-generated math manuscripts at once. OpenAI had to retract three papers the next day over a sign error. Fields Medalist Terence Tao warns that AI's mass "harvesting" of open problems leaves entire branches of mathematics less fertile.
Oct 8
Does better work always mean better workers?
In “Does AI Assistance Enhance or Erode Expertise? Evidence from a Three-Month Field Experiment in Patent Drafting”, published by the National Bureau of Economic Research, we describe a field experiment used to capture changes in both short-term productivity and longer-term skill building that occur as a result of AI
Sep 30
OpenAI’s latest features take direct aim at the app store model
OpenAI is building out the pieces of an alternative to the traditional app store model, turning ChatGPT into a place where software can be discovered and used by people and AI agents alike.