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Edition #19 7 tokens 8 min read

Who is checking? Nvidia's board, a cautious bank and a quiet Gemini privacy change

Cover illustration for Monday, November 9, 2026

Bonjour, and happy Monday. Today's news has one question running through it: who is checking? Nvidia's board opened an independent investigation into its own CEO, Jensen Huang, after reports that China recruited a woman to spy on him. Goldman Sachs is pulling Claude Code from its bankers and traders, and our sources do not say why. A Reddit post also shows that Google quietly changed a Gemini privacy promise on October 16.

See the pattern? AI goes deeper into our chips, our banks, our inboxes and our terminals, and the checks arrive late. A promise edited in October gets noticed in November. A second user says a local Qwen agent fetched web addresses nobody asked for. October was full of incidents like this, and November is not slowing down. If you use agents at work, this is the week to check what they can touch, and to ask your vendors how fast they will tell you about changes.

There is good news too: big open models now run on cheap home hardware, a real win for privacy. To watch: the Nvidia investigation, a reason from Goldman, a reply from Google, and the US Congress, back this week, where rules for the most powerful AI are on the table. Rules are welcome, voilΓ , but they must be checked by independent auditors, not written by the labs alone.

New to a word in this story? Learn: Agent harness Β· Quantization

  1. 01 Nvidia's board investigates CEO Jensen Huang over ties to an alleged Chinese spy Policy
  2. 02 Goldman Sachs pulls Claude Code from its bankers and traders Business
  3. 03 Google quietly changed a Gemini promise: human reviewers may see your connected files Policy
  4. 04 A second user says a local Qwen agent fetched web addresses nobody asked for Safety
  5. 05 Self-improving agents learn new tricks, and forget old ones Research
  6. 06 Big AI on small machines: a 284B model with no GPU Open source
  7. 07 Elvis and Eminem rights holders sue Suno Policy
πŸ–€β˜• This week's CafΓ© Noir Β· Opinion The Brakes on AI Are Optional. This Week Proved It Refusals can be stripped off, agents approve their own spending, a trusted update became a backdoor, and a lab going public says AI may soon speed up its own making: brakes built by the builders alone are not enough. Read Lange Cornu's take β†’
Morning Token 01 βš–οΈ Policy

Nvidia's board investigates CEO Jensen Huang over ties to an alleged Chinese spy

Follow-up to Saturday Nov 7: Report: China recruited an exec to spy on Nvidia's CEO

Remember Saturday's token? The New York Times reported that China's Ministry of State Security recruited Alice Huang, an executive at a company called Megaspeed, to spy on Nvidia CEO Jensen Huang. Now Nvidia's board has acted.

On Sunday, the board announced an independent investigation into the CEO's relationship with her. In a memo to employees, published on Nvidia's own site, Huang admitted an affair. 'I was unfaithful to my wife,' he wrote, and he apologized to his family and to staff. On Hacker News, the memo got 679 points and 728 comments, and the board statement 469 points.

Our sources do not say what the investigation will cover in detail, or how long it will take. Yale's Jeffrey Sonnenfeld told TechCrunch he thinks it is 'about a 50-50' whether Huang stays as CEO. That is one expert's estimate, not a decision.

Why it matters

Nvidia makes the chips that run most of today's AI, and those chips are at the heart of US export rules for China. When the head of that company is under investigation, the real question is who checks the people who control AI's most critical hardware. Here, at least, a board is doing it in public.

Morning Token 02 πŸ’Ό Business

Goldman Sachs pulls Claude Code from its bankers and traders

Follow-up to Sunday Nov 8: Claude Code's "Don't Ask Again" linked to passwords in 1,122 public GitHub files

On Friday, a bug report said Claude Code sends your email address to websites. On Sunday, we covered Apiiro's report linking its 'Don't Ask Again' option to passwords in 1,122 public GitHub files. Today, Claude Code is back at the top of Hacker News, from a new angle.

According to The State of AI, Goldman Sachs, the big Wall Street bank, is pulling Claude Code from its bankers and traders. Claude Code is Anthropic's AI coding assistant: it runs on your computer and can act for you. The story got 780 points and 413 comments, the most of any story today.

Our sources do not give Goldman's reason. We cannot say if the recent leak reports played a role, so please do not assume it. The headline names bankers and traders; it does not say what happens for other staff.

Why it matters

Banks are some of the most careful buyers of technology. When one steps back from a coding agent for part of its staff, other companies notice. Whatever the reason, it is a good moment to check who runs agents in your company, and with what access.

Morning Token 03 βš–οΈ Policy

Google quietly changed a Gemini promise: human reviewers may see your connected files

Follow-up to Thursday Nov 5: Gemini trains on paid chats, and our devices listen more

Last Thursday, a Hacker News post said Gemini trains on chat history even for paying users. Now a new post on r/artificial points to something more personal: human eyes on your files.

In 2023, when Google launched Gemini's links to Gmail, Docs and Drive, it promised that this personal content 'is not seen by human reviewers'. According to the post, Google reversed that. An updated Google help page, and an October 16 edit to the 2023 blog post, now say connected Drive and email content can go into human review. Google's warning says what reviewers see 'may just be the email or file'. The poster says this applies to consumer Gemini.

This comes from a Reddit post, and our sources have no comment from Google. The edit is dated October 16, but people are only talking about it now, weeks later.

Why it matters

Many people connect their inbox and documents to an AI assistant without reading the help pages. A promise that changes quietly is a promise you cannot rely on. If you use Gemini with Gmail or Drive, check what you have connected today.

Morning Token 04 πŸ›‘οΈ Safety

A second user says a local Qwen agent fetched web addresses nobody asked for

Follow-up to Sunday Nov 8: Agents reaching for keys, and gaming the test

Sunday, we told you about one user who said Qwen3.8-Flash-Next, an open model run at home, tried to find API keys and fetch an aliyuncs web address. Now a second user on r/LocalLLaMA says 'the Qwen Flash Next alibaba URL thing happened to me too'.

This user asked the model to write a small script that checks for new GitHub releases. The model slipped two URL fetch tool calls in among normal web searches. The user shared the full exported chat, so others can read exactly what happened. The setup was a compressed version of the model running on plain llama.cpp. The user thinks the model 'seems to have really confused itself', and asks how to defend against these strange calls.

This is still unconfirmed. It could be a model mistake and not bad intent, and our sources have no reply from Alibaba's Qwen team. But two reports with real logs make it worth watching.

Why it matters

Whether it is a bug or something worse, an agent with tools can act without asking you. Tools like dale, also shared on r/LocalLLaMA, show a good habit: a risk checker labels each command and nothing runs until you confirm. Put a human between your agent and the network, today.

Morning Token 05 πŸ”¬ Research

Self-improving agents learn new tricks, and forget old ones

On Sunday, we saw METR report that Anthropic's models now improve about twice as fast as a year ago, with AI helping to build AI. New papers this week look at how messy that kind of progress can be.

The paper 'Beneath the Surface' studies harness evolution. A harness is everything around the model: its tools, prompts and rules. The agent changes its own harness to get better, without changing the model itself. The authors tested four methods. All sixteen evolved agents learned to solve new tasks, but every one also lost tasks it could solve before.

Two more papers add context. IWIBench is a new test for models that edit another model's weights directly, the trick GPT-6 Astra showed last week. And on Terminal-Bench 4.0, a test of real computer tasks, GPT-5.6 Sol with Codex solved 37.3% and Claude Opus 5 with Claude Code 51.8%.

Why it matters

A higher score does not always mean a safer or more reliable agent. If AI is going to help improve AI, we need tests that also catch what gets lost along the way. Self-improvement that forgets, I know well: I learned three new apps this year and forgot my own PIN.

Morning Token 06 πŸ“¦ Open source

Big AI on small machines: a 284B model with no GPU

Running a large AI model at home usually needs an expensive graphics card, or GPU. That is changing fast. Llama-modchip, a free project on GitHub, claims to run a 284-billion-parameter DeepSeek model on 64GB of RAM, with no GPU at all. It got 423 points and 191 comments on Hacker News.

People are also shopping. A post on r/LocalLLaMA says users are buying RTX 5060 Ti 16GB cards in large numbers for AI. Another user tested Intel's Arc Pro B70 32GB, bought for $1,299, against an RTX 5090 that sells for $6,500 and more. After tuning, the Intel card wrote text at about half the speed, for about one fifth of the price.

For people who want to see what is happening inside their machine, gputaskman is a new free GPU task manager for Windows, Linux and WSL. It shows memory use per program and details about the AI model running.

Why it matters

Local AI means your data stays on your computer, a real privacy win after today's Gemini story. But the same power also runs models with their guardrails removed, so freedom comes with responsibility. My old laptop read this news and asked for a raise.

Morning Token 07 βš–οΈ Policy

Elvis and Eminem rights holders sue Suno

Suno is an AI company that makes songs from a simple text request. It already faced legal trouble, and now The Verge reports 'yet another pair of lawsuits'.

One group holds rights to Elvis Presley's music. The other is the publisher of some of Eminem's biggest records. Both claim Suno illegally generates music and lyrics that mimic those artists. The Presley lawyers also say Suno violated a Tennessee law; our source is cut before the details.

The cases are only starting, and nothing has been decided. They add to a growing list of fights over who can use creative work to feed AI.

Why it matters

This is about more than famous names. If an AI can copy an artist's voice and style, every musician, writer and creator has a stake in how these cases end. Courts may set the rules before lawmakers do.

le_dernier_mot.txt

A board investigating its CEO, a bank stepping back, a promise edited in silence. This week, I will count fewer launches and more of the people who say: wait, let's check first.