Jensen is cooked
Not by the affair itself but by the receipts he left. There’s no moving past this.
Sources / Gary Marcus
Gary Marcus
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The Huang Affair: What did they know and when did they know it?
None of this was on my bingo card
The markets dropped $2.5 trillion yesterday. What happens next?
5 predictions
Breaking: Mayhem in the market 🫧
The Generative AI bubble may finally have popped.
Report from the Vatican
Yesterday I had the singular honor of meeting His Holiness, Pope Leo XIV
What Anthropic left out of their draft S-1
Buyer, beware of omissions
Generative AI’s make-or-break week?
We may know a lot more, soon
Will Generative AI do more harm than good?
Things aren’t looking great.
All the king’s horses and all the king’s men haven’t been able to put CoreWeave back together again
Nobody in the tech industry wants to see them collapse, but the stock has dropped over 50% in the last six months, anyway
Breaking news: U.S. banks are taking hits from AI agents
Who knows what piece of infrastructure might be attacked next.
Generative AI in disarray
Seven brief items from Delhi.
It remains “very difficult [to find] actual, materially measurable financial impacts” from spending on AI, per new study
Yet another study pointing in the same direction
Could this be the Frontier Labs’ WeWork moment?
Some ominous signs
We must recall open-ended AI agents with internet access from the market, now
Every minute we wait risks disaster
Complementary remarks from Gary Marcus and Terence Tao on OpenAI’s giant math drop
The real news here isn’t the result; it’s what we were not told.
Coming soon: New York City’s hearing on AI risks
New York tries to take care of its own
Can companies like OpenAI keep getting away with what they are doing? An interview with Fordham law professor Zephyr Teachout
“The most powerful tool is the power to dissolve corporations that engage in repeat lawbreaking.”
Hot take on a weak White House Accord on “Super Intelligence”
What was signed, and what wasn’t said
BREAKING: OpenAI was warned, months before the Hugging Face incident
They raced ahead, anyway
BREAKING: Florida seeks injunction against OpenAI
And potentially important news from Nvidia
In the daily digest
9 November 2026,6 November 2026,5 November 2026,31 October 2026