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6 items briefed across the archive.
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NOV 12, 2026 — Nvidia without Jensen, and the bills come due
Jensen Huang resigns after reports of a second relationshipShares fell more than 11% on the news, after an 11% slide earlier in the week that had already erased nearly $500 billion in value.
NBC News
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NOV 12, 2026 — Nvidia without Jensen, and the bills come due
Who could replace Jensen Huang? A highly unscientific listNvidia had no public succession plan for a founder of 33 years, so the shortlist-making falls to the press, half seriously.
TechCrunch
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NOV 12, 2026 — Nvidia without Jensen, and the bills come due
OpenAI's quarterly revenue reportedly crosses $10B for the first timeBloomberg's figures show roughly 50% quarter-on-quarter growth and an adjusted operating margin improving from about -150% to -109%, still well behind Anthropic's reported $17B quarter.
TechCrunch
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NOV 9, 2026 — Trust is the product nobody is shipping
I'm not convinced the AI bubble existsA blogger argues AI spending is mostly one-off datacenter capex and that revenue already exceeds compute costs, so bubble talk is wishful thinking.
Matteo Raso
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OCT 21, 2026 — Anthropic asks for a referee while its bills come due
OpenAI acquires startup Orchestra Bio to beef up its biotech businessOpenAI folds Orchestra's drug-discovery operations agents into Rosalind, its life-sciences model, whose customers include Moderna and Novo Nordisk.
TechCrunch
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OCT 21, 2026 — Anthropic asks for a referee while its bills come due
Eric Schmidt reportedly owns about half as much of Anthropic as Dario AmodeiPre-IPO disclosures put the former Google CEO's stake at roughly half the size of Amodei's.
TechCrunch