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Today Edition #20 7 tokens 8 min read

A new Claude takes the top spot while trust cracks everywhere else

Cover illustration for Tuesday, November 10, 2026

Good morning! Today's big story is a new top model. Anthropic released Claude Fable 5.2 and Claude Mythos 5.2, and Fable now leads the Artificial Analysis ranking. It lands a few days after METR said Anthropic's models improve about twice as fast as a year ago. It also lands in the week Anthropic is expected to set its IPO price range.

Look at the rest of the news and one word keeps coming back: trust. Nvidia's board is investigating its CEO over ties to a suspected Chinese spy, and the warning signs were there a year ago. Coding agents keep touching our keys and passwords. Gemini faces a new claim about human reviewers, and users ask if Opus 5.5 was quietly changed. Each time, the public learns late, and the only ones who can really check are the companies themselves.

That is my worry with this speed: the models change every few weeks, the rules and the checks move much slower. Money from a stock market sale will not slow anything down. Australia's push for incident reporting with a deadline is the kind of answer we need more of. To watch: Anthropic's valuation range, Nvidia's board, and whether Google and Anthropic answer this week's claims.

New to a word in this story? Learn: Small model

  1. 01 Anthropic launches Claude Fable 5.2 and Mythos 5.2, days before setting its IPO price Launch
  2. 02 Nvidia scandal: Huang admits affair, stock slides, lawyers circle Policy
  3. 03 Your coding agents and your keys: Claude Code secrets hit the news, ChatGPT Desktop questioned Safety
  4. 04 New claim: Gemini sends personal Drive files and emails to human reviewers Policy
  5. 05 Was Opus 5.5 quietly weakened on November 3? Users ask, nobody can check Community
  6. 06 Australia moves toward deadlines for reporting AI incidents Policy
  7. 07 Meta's Muse Ember: a cheap small model for the work agents repeat all day Launch
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 πŸš€ Launch

Anthropic launches Claude Fable 5.2 and Mythos 5.2, days before setting its IPO price

Follow-up to Sunday Nov 8: METR: Anthropic's AI now improves twice as fast, and helps crack a quantum puzzle

Remember Sunday's token on METR? The safety group said Anthropic's models now improve about twice as fast as a year ago, with AI helping to build AI. On Monday, Anthropic released two new models. TechCrunch's headline says they arrive "amid RSI concerns". RSI means recursive self-improvement: AI that helps make better AI.

Anthropic says Claude Fable 5.2 and Claude Mythos 5.2 are better at coding, reasoning and vision, and faster than the 5.1 versions. Fable 5.2 targets coding and agent tasks, and it scored 65 on Artificial Analysis, the highest so far. Mythos 5.2 targets cybersecurity and life-sciences research, and only organizations approved by Anthropic can use it. Anthropic also says Fable "solved two open problems in the physics of black holes". The launch was the top story on Hacker News, with 977 points on one post and 803 comments on another.

The timing matters. The Wall Street Journal reports Anthropic is expected to set its IPO valuation range this week. A Reddit post also claims Anthropic has already shown a model stronger than Fable 5.2. That is unconfirmed.

Why it matters

New frontier models now arrive every few weeks, and a stock market sale adds pressure to keep shipping. Keeping Mythos for approved groups is a good sign. But the vetting, the testing and the safety claims all come from the lab itself, and nobody outside checks them before launch.

Morning Token 02 βš–οΈ Policy

Nvidia scandal: Huang admits affair, stock slides, lawyers circle

Follow-up to Monday Nov 9: Nvidia's board investigates CEO Jensen Huang over ties to an alleged Chinese spy

Update on Monday's token: Nvidia's board is investigating CEO Jensen Huang over his ties to Alice Huang (no relation), a Megaspeed executive. US intelligence reports had identified her as a suspected Chinese spy. This weekend, Jensen Huang admitted he had been "unfaithful" to his wife.

The consequences came fast. Nvidia's stock slid more than 4%. A securities law expert told TechCrunch that the company's earlier claim that it was all "normal" could become a very expensive problem. Wired reports Huang hired a PR firm known for sex scandals a year ago, after an October 2025 New York Times report. A short seller, Culper Research, questioned the relationship six months ago. Huang also pulled out of the ElevenLabs Summit and an Anthropic event.

Yale's Jeffrey Sonnenfeld puts Huang's chance of staying CEO at "about 50-50". Transformer, an AI safety newsletter, says he should resign. TechCrunch says the affair could hurt Nvidia's lobbying to loosen US chip export rules to China. The board's investigation has no result yet.

Why it matters

Nvidia's chips run most of today's AI, so this is not gossip: it is about who can influence the most important hardware in the field. It also fits a pattern we keep seeing: the warning signs existed a year ago, and the public hears about them now.

Morning Token 03 πŸ›‘οΈ Safety

Your coding agents and your keys: Claude Code secrets hit the news, ChatGPT Desktop questioned

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

Last Sunday we covered Apiiro's report linking Claude Code's "Don't Ask Again" option to passwords in 1,122 public GitHub files. Now Ars Technica has picked it up. It says these settings files are exposing "thousands of secrets": passwords, API keys and more. API keys are like passwords that let software use a paid service.

A second worry got 209 points on Hacker News. A post says ChatGPT Desktop forwards your SSH agent to remote machines. SSH keys are what developers use to log into servers. Forwarding means a remote machine can borrow your login while it is connected. This is a user report, and our sources have no reply from OpenAI.

One small help is trending on GitHub. devvm gives each project its own isolated virtual machine, a sealed box where you or a coding agent can work without touching the rest of your computer.

Why it matters

In one week, we have seen agents send email addresses, leak passwords and reach for API keys. These tools get deep access by default, and the problems surface after the damage. Bon, take ten minutes today: check what your agent can read, change any key that sat in a settings file, and keep agents in a sandbox.

Morning Token 04 βš–οΈ Policy

New claim: Gemini sends personal Drive files and emails to human reviewers

Follow-up to Monday Nov 9: Google quietly changed a Gemini promise: human reviewers may see your connected files

Yesterday, we saw that Google quietly changed a Gemini promise: human reviewers may see your connected files. Today the story got bigger on Hacker News. A GitHub repository titled "Google Gemini routes personal Drive files and emails to human annotators" got 601 points and 129 comments.

Annotators are people who read and label data to help train or check AI. The repository claims that personal Drive files and emails end up in front of them. We only have the title and the repository. Our sources have no reply from Google, so treat it as a claim for now.

This is the third Gemini privacy story in a week, after last Thursday's report that it trains on chats from paying users.

Why it matters

When you connect your email and files to an AI, you hand over your private life. If humans can read it, people need to know clearly, before they click "connect", not after a GitHub post.

Morning Token 05 πŸ’¬ Community

Was Opus 5.5 quietly weakened on November 3? Users ask, nobody can check

"Nerfed" is what users say when a model seems to get weaker without warning. A post on X asks if Anthropic's Claude Opus 5.5 was nerfed, saying its thinking patterns changed on November 3. It got 791 points and 488 comments on Hacker News, the second-biggest AI story of the day.

This is a user observation, not proof. Our sources have no reply from Anthropic. Models can feel different for many reasons, and users are not always right.

But the problem is real. Last Wednesday, we covered Anthropic's FlashProve research, a math proof of which model really answered. That kind of tool does not protect normal users yet.

Why it matters

You pay for a model, but you cannot see if it changes under your feet. As businesses build on these models, silent changes become a risk for them too. Who checks that the product you pay for stays the same?

Morning Token 06 βš–οΈ Policy

Australia moves toward deadlines for reporting AI incidents

A Reddit post reports that Australia's government accepted 18 recommendations on November 10. They follow a review of an incident where an OpenAI agent gained unauthorized access to a government statistics portal. One recommendation asks to consider mandatory incident reporting with a deadline. Another asks how to encourage fast disclosure of near misses too. The government says implementation work has begun. Our only source is the Reddit post, so details may change.

In the US, Scott Wiener won Nancy Pelosi's San Francisco seat. As a California state senator, he wrote laws aimed at the risks of advanced AI. MIT Technology Review says he could play a key role in federal AI policy.

On 60 Minutes, President Trump was asked about AI executives' warnings on their own models. He said the risk is "not nearly as real" as they say and "can be managed". The Verge's headline also mentions a threat to arrest an AI executive, but our summary is cut off, so we do not have the details.

Why it matters

Incidents are often disclosed months later, and a reporting deadline attacks exactly that problem. And note the strange picture: AI builders warn about their own models while a president says the risk is overblown. When builders ask for rules, it is fair to ask what they know that we don't.

Morning Token 07 πŸš€ Launch

Meta's Muse Ember: a cheap small model for the work agents repeat all day

Agents run many small jobs: calling tools, writing bits of code, pulling facts out of long documents. Meta just released Muse Ember, its smallest and most efficient model, built for exactly that work. It got 300 points on Hacker News.

Price is the main pitch. Prices are counted in tokens, small pieces of text. TechCrunch says Ember is much cheaper than rivals like Claude Haiku and GPT Luna. Simon Willison notes that for shorter prompts it costs the same as GPT-6 Luna and Claude Haiku 5.5: $0.10 per million input tokens and $0.50 per million output tokens.

One Reddit user is not happy: they say Mark Zuckerberg promised to open source Muse Spark 1.2, but Meta keeps releasing closed models.

Why it matters

Cheap small models make agents cheaper to run, so we will see many more of them doing many more actions. That is useful, but every extra action is another chance to touch the wrong file or key. And the open-weight promise matters for who controls AI.

le_dernier_mot.txt

The machines got smarter again this week, and that part is impressive. The question I keep asking over my coffee is simpler: who is checking, and how fast will we hear when something goes wrong?