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November 11, 2026, 8:15 AM
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Mediagazer
memeorandum
WeSmirchTop News
| New York Times: |
Nvidia hires former acting US attorney Joon H. Kim and his law firm Wachtell Lipton to conduct a probe into Jensen Huang's affair with an alleged Chinese spy — Wachtell partner Joon H. Kim, a former acting U.S. attorney, is leading the inquiry into the chip maker's chief executive.
More: Nvidia Newsroom, Barron's Online, Bloomberg, The Guardian, Coinpedia Fintech News, Washington Examiner, and Storyboard18
X: @nvidianewsroom, @colincsalao, @chribjel, @caseynewton, @tculpan, @sammykoppelman, @alexshultz, @rogoswami, @rogoswami, @kyrannio, @thetranscript_, @gordongchang, @laurenshirsch, and @matteo_wong
Bluesky: @christianrincon.com, @niedermeyer.online, and @patbits
| April Roach / CNBC: |
Nvidia's stock fell 5.47% on Tuesday, following a 4%+ drop on Monday, after Jensen Huang admitted to an affair with Alice Huang, an alleged Chinese spy — Nvidia shares sank 5.47% on Tuesday as investors continued to weigh the potential fallout from CEO Jensen Huang's affair with an alleged Chinese spy.| New York Times: |
Sources: despite Trump's denial, he was told at least twice in seven months about Huang's affair with an alleged spy, including by Rubio en route to Beijing — Before Jensen Huang boarded Air Force One en route to Beijing, the president was reminded of intelligence showing that he was in a relationship …
More: Axios, Fortune, New Republic, New York Magazine, and Anadolu Ajansı …
X: @shashj, @annelamott, @billkristol, @olivia_gazis, @jillgeisler, @maggienyt, @paulachertok, @garrisonlovely, @emilylgoodin, @culperresearch, @luismorenolg, @johnobrennan2, @lrozen, @maggienyt, and @mpolymer
Bluesky: @bcfinucane, @timobrien, and @carlquintanilla
Forums: r/technology, r/neoliberal, r/thebulwark, and r/politics
| Desmond Shum: |
Rather than being a spy, Alice Huang is likely a commercial fixer or “white glove” for businesses, leveraging a career in China's capital-market structures — Behind $4.8 billion in Nvidia chips lies a familiar Chinese business model: the white glove
More: New York Times and Seoul Economic Daily
X: @pstasiatech, @desmondshum, @ruima, @baldingsworld, @yesokyeahsure, @rnaudbertrand, @piperk, @eleanorolcott, @aadilbrar, @rnaudbertrand, @healthranger, @steveyates, @wassielawyer, @scoopercooper, @denisewu, @nickkristof, @joel_p_atkinson, @rnaudbertrand, @eleanorolcott, @eosnos, @midnight_captl, @desmondshum, @fredsoda, @desmondshum, and @benjustman
| Politico: |
Sources: Jensen Huang's affair has significantly raised the chances of Congress enacting chip export limits in 2026 via the National Defense Authorization Act — The espionage scandal surrounding Nvidia CEO Jensen Huang is posing an escalating threat to one of the chipmaker's biggest Washington priorities … | New York Times: |
More: Daily Mail, China Money Network, Associated Press, The Independent, New York Times, Hankyoreh, The Straits Times, Times of India, Livemint, Financial Times, and The Information
X: @paulmozur, @marksimonhk, @paulmozur, @karenfactslover, @paulmozur, @ev_trapper, @loisromano, @tripgabriel, @stualanbecker, @tripgabriel, @paulmozur, and @fredericl. Bluesky: @carlquintanilla
| Owen Walker / Financial Times: |
More: The Hill, Reuters, Politico, Motley Fool, Times of India, Tech in Asia, ASIATODAY, Raw Story, and Political.org. X: @staunovo
| Vlad Savov / Bloomberg: |
Nintendo sold 5.2M copies of its The Legend of Zelda: Ocarina of Time remake in just four days, giving the Switch 2 the blockbuster hit it had been waiting for — Nintendo Co. sold 5.2 million copies of its The Legend of Zelda: Ocarina of Time remake in just four days …
More: Nintendo, Spyglass, Wccftech, Metacritic, Quartz, Implicator.ai, iPhone in Canada, Dexerto, IGN, The Shortcut, Kotaku, Tech4Gamers, Nintendo Life, Video Games Chronicle, GamesMarket, Polygon.com, GoNintendo, Inven Global, TheGamer, DayOne, Game Sandwich, KitGuru, Video Games Chronicle, and Forbes
Bluesky: @mgsiegler.com and @risettemd
Forums: r/majorasmask, r/NintendoStock, and r/OcarinaOfTime
| @firesidealpha: |
Anthropic's IPO roadshow video: Dario Amodei says cancer, Alzheimer's, heart disease, and mental illness will be “relics of the past” in “less than a decade” — Dario Amodei says cancer, Alzheimer's, heart disease, and mental illness will be relics of the past in less than a decade, and that “we can create an age of miracles”
More: Anthropic. X: @trungtphan, @samhaselby, @jessesingal, @brendan_duke, @andrewdudum, @jebkeiper, @kasthomas, @melindabchu1, @garymarcus, @bearlyai, @ednewtonrex, @playerinthgame, @lefthanddraft, @ilex_ulmus, @financedircfo, @motorhueso, @wfithian, @freganmitts, @melindabchu1, @kasthomas, @firesidealpha, and @johncassidy. Forums: r/singularity
| Dylan Sloan / Bloomberg: |
| Luke Plunkett / Aftermath: |
Game developer House House confirms using AI during Big Walk's final development, sparking an intense debate among Independent Games Festival judges and jurors — 'We support the work of those who are trying to limit the harm generative AI is doing to videogames and our world …
More: GamesIndustry.biz, Big Walk, GamesRadar, Game Informer, Eurogamer.net, The Verge, Video Games Chronicle, Press Start, PC Gamer, Kotaku, and Polygon.com
X: @emollick, @emollick, @emollick, @pascalampertail, @antonhand, @rubynesoberi, @rockleesmile, @valigo, @halq209, @imahyperlover, @s3rena_nici, @serynskies, @thekeyofanarkh, @honeyant_queen, @sunburnedalbino, @is__kaizo, @house_house_, @madmaxnie, @olexayt, @nayatorinko, @viperwave, @saturn43905, @littlerootlodge, @mxjinkies, @snowyborne, @jnavok, @franaderia, @taylormccue5, @zacknotfair, @isitslopcode, @antonhand, @hoeglaw, @romlib_, @liambrefberinn, @percivaltzing, @disgusting_xin, @rebakachan, @signalspikedev, @itsmyre, @nekstoer, @xalem_plays, @jack_mathews, @fintanmajora, @toadsanime, @nucknyan, and @murphyobv
Forums: r/aiwars, r/artificial, r/DreamStationcc, r/kindafunny, r/aigamedev, r/PS5, r/pcgaming, and r/TwoBestFriendsPlay
| Berber Jin / Wall Street Journal: |
Leaked documents: OpenAI's adjusted operating margin improved from -150% in Q2 to -109% in Q3, while its adjusted operating losses rose from $10.1B to $10.9B — The company improved its adjusted operating margin but remains far off from profitability — OpenAI grew revenue by roughly 50% …
More: The Decoder and Reuters
| Lenny Rachitsky / Lenny's Newsletter: |
An analysis of the tech job market in late 2026: product managers seem to be benefiting most in the AI era, demand for engineers is plateauing, and more — PMs are winning, engineers are plateauing, designers are hurting, and the biggest AI hiring boom isn't in software
X: @lennysan, @lennysan, @bentlegen, @gergelyorosz, @nichochar, @subodhkolhe, @lennysan, @lennysan, and @lennysan. Bluesky: @seldo.com. Mastodon: @carnage4life@mas.to. Forums: r/UXDesign
| Jake Roach / Tom's Hardware: |
A deep dive into AMD's Zen 6 EPYC Venice: uses TSMC's N2P, the 9686F often beats Nvidia's Vera, a dual 9996 is up to 93% faster than a dual Zen 5 9965, and more — Our first look at Zen 6, both under the hood and in real-world applications. … AMD's EPYC ‘Venice’ CPUs are the first to debut …
More: AMD Newsroom, Club386, Chips and Cheese, Advanced Micro Devices, VideoCardz.com, Ace of Spades HQ, ServeTheHome on YouTube, Level1Techs on YouTube, Phoronix, The Register, PCMag, Wccftech, Wccftech, ServeTheHome, and Phoronix
X: @ryansmithat, @techepiphanyyt, @firstadopter, @pirat_nation, @highyieldyt, @aschilling, @chipsandcheese9, @aschilling, @aschilling, @amd, and @aschilling
Forums: Hacker News, r/TechHardware, r/AMD_Stock, and r/hardware
| Elizabeth Chamberlain / iFixit News: |
MacBook Pro with PROLED XDR teardown: a 5/10 score, a point above the M5 MacBook Pro, and Touch ID works with a new logic board; the backlit logo uses four LEDs — “Fancy new display” makes our screwdrivers nervous, and Apple's latest MacBook has the fanciest display yet.
More: 9to5Mac, Macworld, iFixit on YouTube, MacRumors, iPhone in Canada, GSMArena.com, Andrew Clare on YouTube, TechEBlog, The Verge, Engadget, iClarified, AppleInsider, and 9to5Mac
X: @leakerapple, @viticci, @vadimyuryev, @markgurman, @andrewjclare, @vadimyuryev, @teslaconomics, @chancehmiller, @ifixit, and @mkbhd. Forums: MacRumors Forums
| Marcus Mendes / 9to5Mac: |
Apple says its Apple Support Community forum will close permanently on November 20 and starting today the site is read-only and no longer accepts new posts — Users visiting the Apple Support Community tonight were greeted with a message informing them that the platform will permanently shut down on November 20.
More: MacRumors, The Verge, Engadget, PCMag, Storyboard18, TechRadar, Phandroid, iClarified, iThinkDifferent, The Apple Post, AppleInsider, and Pixel Envy
X: @classicii_mrmac, @rsgnl, @rsgnl, and @rsgnl
| Jordan Novet / CNBC: |
CoreWeave reports Q3 revenue up 168% YoY to $3.66B, above $3.55B est., a $132.5B revenue backlog, and lifts its 2026 guidance; CRWV jumps 13%+ pre-market — CoreWeave reported better-than-expected quarterly revenue and lifted its 2026 guidance on Tuesday, showing that demand …
More: CoreWeave, Reuters, CoinDesk, Barron's Online, CNBC, Quartz, Bloomberg, Wall Street Journal, Motley Fool, TechCentral.ie, Washington Examiner, Semafor, Seeking Alpha, SiliconANGLE, Reuters, Financial Times, Constellation Research, Wall Street Journal, and Bloomberg
X: @rhouseresearch, @ericjhonsa, @stocksavvyshay, @stocksavvyshay, @melvininvests, @coreweave, @melvininvests, and @stocksavvyshay
Forums: r/wallstreetbets and r/CRWV_investors
| Richard Adams / The Guardian: |
England's university regulator says AI makes grading coursework “close to impossible” and recommends a return to “AI-free assessment” methods like written exams — Office for Students says institutions in England should return to traditional exams and in-person presentations
More: The Decoder, Unite.AI, and Times Higher Education
Bluesky: @catherinefletcher.info, @premnsikka, @alisonstenning, @benpatrickwill, @fabiochiusi, @eicathomefinn, @davehitchcock, and @jomichell. Forums: r/unitedkingdom
| Shirin Ghaffary / Bloomberg: |
Anthropic unveils office tools, including a video call assistant, a data dashboard, and spreadsheet service Claude Sheets, competing with Microsoft and Google — Anthropic PBC is releasing a suite of tools that weave the company's artificial intelligence capabilities into more everyday office work …
More: Claude, TechCrunch, International Business Times, Wccftech, Claude, Reuters, The Register, The Verge, Silicon Republic, Storyboard18, WinBuzzer, Android Authority, The Hans India, Tom's Guide, and The Deep View
X: @claudeai, @daniel_mac8, @cgtwts, @andyreed, @ns123abc, @iterintellectus, @negligible_cap, @dudewhoinvests, @kimmonismus, @bethh404, @zephyr_z9, @matthewberman, @ecommerceshares, @gabriel_horwitz, @jason, @tokengremlin, @cryptopunk7213, @chrisman, @robj3d3, @grahamstephan, @parkerthayer, @peteryared, @jason, @benbajarin, and @ericbuess. LinkedIn: Vijay Rangarajan. Bluesky: @extraface. Mastodon: @carnage4life@mas.to
| Lawrence Abrams / BleepingComputer: |
Incident report: Railway says it believes the October hack targeted AI provider keys for resale, and estimates unauthorized spend on the stolen keys at ~$740K — Cloud hosting provider Railway says hackers exploited vulnerabilities in its infrastructure to steal customer authentication secrets …
More: Railway Blog, Wall Street Journal, and iTnews
| Dan Goodin / Ars Technica: |
Researchers find that Grok Build is leaking data of over 35,000 apps via shareable links, including proprietary information, some belonging to SpaceXSI — Grok Build, the vibe-coding agent from SpaceXSI, is leaking data—some of it proprietary business information and other sensitive secrets …
More: Claroc Blog, Engadget, Cyber Security News, The Hacker News, MadRobot, and RuntimeWire
X: @intcyberdigest, @piperk, @intcyberdigest, @mattyp, @dailydarkweb, @3pun0x, @mistersql, @brotendies, @bradmunchen, and @trevin. Mastodon: @dangoodin@infosec.exchange
Forums: r/SPCXInvestors and Ars OpenForum
| Declan Harty / Politico: |
Source: the CFTC warned Kalshi of possible imminent charges over failure to notify the regulator of certain products; Kalshi says it is addressing the issue — A top federal financial regulator has warned Kalshi of potentially imminent charges tied to the launch of certain wagers …
More: Unchained, Reuters, crypto.news, NewsBTC, and Blockhead
| Jessica Elgot / The Guardian: |
Sources: the UK's proposed under-16 social media ban is expanding to target recommender systems and user content, including YouTube Kids, Lego Play, and Spotify — Regulations under consideration could affect up to 150 platforms, including LegoPlay, Spotify and eBay, sources say
X: @jessicaelgot, @cgdav135, @matthewlesh, @meiisactu, @kafkaswife, @scottgoetz_, @kafkaswife, and @jessicaelgot
Bluesky: @iandunt, @drjennings, @dorianlynskey, @anthonypainter, @hern, @jjaron, and @mrrobertbob
| Andrew Silver / Reuters: |
After China's anti-corruption crackdown on hospital visits and pharma reps, drugmakers are turning to AI assistants from Alibaba and others to reach physicians — Drugmakers in China are seizing on a boom in digital assistants that has opened up a new — and potentially more efficient …
More: Unite.AI and Chicago Business
| Bloomberg: |
Sources: ByteDance co-founder Zhang Yiming says the company plans to launch a Muse-like AI assistant in the coming weeks and reach the AI frontier by 2029-2030 — ByteDance Ltd. plans the release of a Muse-like AI assistant in the coming weeks to augment its lead in AI video …
Subquadratic:
SubQ Snap 1.1: the first long-context decision model for real enterprise work — Tied for #1 on the AA Decision Index, Snap is a multimodal model with a 384k-token context window for fast reasoning and agentic decisions.
SubQ Snap 1.1: the first long-context decision model for real enterprise work — Tied for #1 on the AA Decision Index, Snap is a multimodal model with a 384k-token context window for fast reasoning and agentic decisions.Sponsor Post
| Eduardo Baptista / Reuters: |
Records: China's Northwestern Polytechnical University, which has close PLA ties, has access to Nvidia's H200 AI chips despite being on a US export blacklist — A Chinese university with deep ties to the People's Liberation Army bought Nvidia's powerful H200 AI chips last month despite …
More: Outlook India, ANI News, Political.org, Unite.AI, and Seoul Economic Daily
| Bloomberg: |
How US-based game publishers are losing ground in the $121B mobile gaming market to Chinese rivals, which can make games quicker, cheaper, and more profitably — American studios are losing ground to Chinese rivals that can make games quicker, cheaper and more profitably.| Reuters: |
Analysis: AI-driven e-commerce adoption surged during China's month-long Singles Day festival, with event sales rising 2.4% between October 7 and October 31 — If you are looking for evidence of how enthusiastically China is adopting AI, look no further than the country's premier month-long Singles Day shopping festival.
More: Business Today and Associated Press
Sponsor Posts
Subquadratic:
SubQ Snap 1.1: the first long-context decision model for real enterprise work — Tied for #1 on the AA Decision Index, Snap is a multimodal model with a 384k-token context window for fast reasoning and agentic decisions.
SubQ Snap 1.1: the first long-context decision model for real enterprise work — Tied for #1 on the AA Decision Index, Snap is a multimodal model with a 384k-token context window for fast reasoning and agentic decisions.
Zoho:
How WCAG compliance makes modern workplaces more accessible — A workplace's approach to inclusivity starts with its everyday tools. Some of them can create barriers that inadvertently shut people out.
How WCAG compliance makes modern workplaces more accessible — A workplace's approach to inclusivity starts with its everyday tools. Some of them can create barriers that inadvertently shut people out.
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
WebBrain:
WebBrain: an open-source AI agent for your browser — Read pages, fill forms and automate tasks in Chrome or Firefox. Use local models or your preferred AI provider. Get started free.
WebBrain: an open-source AI agent for your browser — Read pages, fill forms and automate tasks in Chrome or Firefox. Use local models or your preferred AI provider. Get started free.Featured Podcasts
Machine Gods:
Jensen Huang's Nvidiotic Spy Scandal + Can Dems Pass AI Regulation?
The official podcast of the singularity, from Casey Newton and Kevin Roose. Twice-weekly news, analysis, and interviews with the people who are building the future.
Subscribe to Machine Gods.
Channels with Peter Kafka:
Encore: Chuck Klosterman on Why Football Owns TV (and Why It Won't Forever)
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
Invest Like the Best:
Zach Reitano - Building Ro and Why Healthcare Should Be 50% of GDP
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
Sources:
Amazon AWS CEO: AI boom is just getting started
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
Subscribe to Sources.
Cheeky Pint:
Nik Storonsky: The most uncompromising banking CEO
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
Big Technology Podcast:
Jensen and The Honeypot
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Newest
Loreben Tuquero / Poynter:
Wesleyan Media Project: political campaigns spent ~$187M on ~300 AI-generated or AI-enhanced ads in the midterms; 90% of tracked AI ads were for GOP candidatesFind
15 minutes ago
@firesidealpha:
Anthropic's IPO roadshow video: Dario Amodei says cancer, Alzheimer's, heart disease, and mental illness will be “relics of the past” in “less than a decade”Find
24 minutes ago
Luke Plunkett / Aftermath:
Game developer House House confirms using AI during Big Walk's final development, sparking an intense debate among Independent Games Festival judges and jurorsFind
35 minutes ago
Ingrid Lunden / Resilience Media:
German defense tech giant Helsing launches Clarity, an intelligence platform using military-customized AI agents to rival Palantir's Maven and Anduril's LatticeFind
45 minutes ago
Bloomberg:
Sources: ByteDance co-founder Zhang Yiming says the company plans to launch a Muse-like AI assistant in the coming weeks and reach the AI frontier by 2029-2030Find
54 minutes ago
Karen Weise / New York Times:
As Anthropic prepares to IPO, Amazon and Google collectively own 25%+; Amazon's $18B investment could reach $250B+ in value and Google's $33B could hit $140BFind
69 minutes ago
Wall Street Journal:
Sources: SoftBank reserved 13GW+ of turbines, equivalent to six Hoover Dams, to power AI; SoftBank took a $3.7B earnings hit mostly from canceled reservationsFind
84 minutes ago
From Mediagazer
Jack Queen / Reuters:Suzanne Monyak / Bloomberg Law:
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| Ingrid Lunden / Resilience Media: |
More: Reuters, Helsing, and Financial Times
X: @sebjohnsonuk, @torstenreil, @jfallert, @iamfabian, and @helsingai
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More: Implicator.ai and Cautious Optimism
X: @romeovdean, @eli_lifland, @dkokotajlo, @kimmonismus, @daniel_mac8, @tamaybes, @pinboard, @bshlgrs, @aisafetymemes, @thlarsen, @natolambert, @nehamuramalla, @zachweiner, @snuppydogg, @choblin29, @uncorrelated_, @bshlgrs, @_nathancalvin, @tenobrus, @andrewcurran_, @adambinksmith, and @lukeprog. Bluesky: @timkellogg.me
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| Koray Kavukcuoglu / Google: |
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