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Edition #22 7 tokens 7 min read

A safety alarm rings at Anthropic, days before its IPO. Who is listening?

Cover illustration for Thursday, November 12, 2026

Bonjour, and welcome to Thursday. Two stories pull hard today, and both ask the same question: who is really in charge? Nvidia's board is reportedly getting ready to remove Jensen Huang, the founder who has led the company for 33 years. And a headline says Anthropic has triggered one of its own safety alarms, only days before its giant IPO.

Look at the pattern. The company that makes most AI chips has no succession plan. The lab going public has a safety alarm and a price range in the same week. Around them, attack-ready models sit on Hugging Face, Fireworks AI reports a second hack, and agents write almost 30,000 commits in three weeks. The tools move in weeks, while the checks move in quarters, and that gap worries me more every day.

There is good news too: AI is helping with a hard physics proof and with DNA research. Today, watch the Nvidia board's decision, and watch whether Anthropic explains its alarm before its shares are priced. And if you run agents at work, this is a good morning to check which keys and permissions they hold.

New to a word in this story? Learn: Circular financing Β· Emulator

  1. 01 Nvidia's board reportedly prepares to remove Jensen Huang Business
  2. 02 Anthropic reportedly triggers a key safety alarm, days before its IPO Safety
  3. 03 Attack-ready models on Hugging Face, and a second hack at Fireworks AI Safety
  4. 04 United says no to AI agents booking your flight Policy
  5. 05 AI in science: a possible Maya site, a physics proof, and DNA Research
  6. 06 Agents wrote AWS's new emulator in 29,684 commits. What is left for engineers? Business
  7. 07 OpenAI passes $10B a quarter as AI money goes in circles Business
πŸ–€β˜• This week's CafΓ© Noir Β· Opinion Anthropic's AI now speeds up its own research. Why did we learn it in a stock filing? Anthropic deserves credit for saying it out loud, but a safety line crossed in an IPO document, with no named safeguards and no outside sign-off, shows why the builders cannot be their own judges. Read Lange Cornu's take β†’
Morning Token 01 πŸ’Ό Business

Nvidia's board reportedly prepares to remove Jensen Huang

Follow-up to Tuesday Nov 10: Nvidia scandal: Huang admits affair, stock slides, lawyers circle

Update on Tuesday's token: Jensen Huang had admitted an affair with Alice Huang, a Megaspeed executive who US intelligence reports identified as a suspected Chinese spy. Now things are moving fast. The Wall Street Journal reports that Nvidia's board is preparing to dismiss him. It was the top AI story on Hacker News, with 1,021 points and 1,377 comments.

The trigger is a new New York Times report. It says Huang had a second relationship, this time with an executive who reports to him. TechCrunch says the board could decide as soon as Wednesday evening, and that Nvidia has no succession plan. The stock dropped on the news.

Washington is also involved. House Republicans asked Huang for a closed-door briefing on the alleged spy affair, with a deadline at the end of Wednesday. In our sources, no final board decision is public yet.

Why it matters

Nvidia makes the chips that run most of today's AI, and its CEO sits in the middle of the US-China chip race. This is not gossip: it is about governance and national security. One of the most important companies in AI had no plan B for its leader.

Morning Token 02 πŸ›‘οΈ Safety

Anthropic reportedly triggers a key safety alarm, days before its IPO

Follow-up to Wednesday Nov 11: Anthropic sets its IPO range: up to $1.404 trillion, about $250M per founder

Yesterday, Anthropic set its IPO price range, up to an implied $1.404 trillion. Now a headline shared on r/artificial says Anthropic itself reports that 'a key AI safety alarm has been triggered, days before its IPO.' Our sources give only the headline. They do not say which alarm, what triggered it, or what Anthropic plans to do. So, for now, the details are unknown.

The timing is heavy. Anthropic started its IPO roadshow on Tuesday, the tour where a company pitches its shares to investors. Simon Willison notes the roadshow video shows Claude is trained and served on four kinds of chips: AWS Trainium, Google TPUs, Nvidia GPUs and AMD GPUs. The AI Daily Brief podcast argues that Wall Street has no idea what Anthropic is worth.

This also connects to last Sunday's METR report, which said Anthropic's models now improve about twice as fast as a year ago. Watch for a public explanation before the shares are priced.

Why it matters

If Anthropic raised the alarm itself, that is to its credit. But a safety alarm and an IPO in the same week is exactly the pattern I fear: the pressure of money pushing on the pressure of safety. Investors want a date. Safety may need time. Who decides which one wins?

Morning Token 03 πŸ›‘οΈ Safety

Attack-ready models on Hugging Face, and a second hack at Fireworks AI

Hugging Face is the big public library where people share open AI models. Transformer reports that it appears to host many models that could be used for cyberattacks. The platform removed one model marketed for attacks, but plenty of others remain.

Fireworks AI, an Nvidia-backed company that runs AI models for customers, notified customers of its second hack in weeks, according to a headline on r/artificial. Our sources give no details on what was taken. On the defense side, Fortinet patched nearly 100 vulnerabilities after adding AI models to its security testing. And Simon Willison fixed a bug in his LLM tool (version 0.37.2) that could send your OpenAI API key to another provider by accident.

Last Saturday, we saw hundreds of AI hacking tools left open on the internet. Same family of risk, new places. Attack tools get easier to find, and incidents keep coming in a row.

Why it matters

AI makes attacks cheaper and defense faster at the same time, and the race is not waiting for rules. If your company uses AI providers or agents, check today: update your tools, rotate your API keys, and ask your providers how fast they tell you about a breach.

Morning Token 04 βš–οΈ Policy

United says no to AI agents booking your flight

Last Friday, we saw agents move into our banks, jobs and trips. Now one airline pushes back. United says it won't let personal AI assistants book tickets, citing privacy and regulatory concerns, The Wall Street Journal reports. United says few people try it yet, like DoorDash has also seen. The story got 556 points and 547 comments on Hacker News.

The big question is permission. China introduced standards in 2026 for how agents identify themselves, talk to each other and access services. One example: an agent allowed to fill a shopping basket is not allowed to pay unless the user agrees.

On GitHub, a new project called pinky lets AI agents use your phone, with you in the loop to approve. It got 1,937 stars in its first days.

Why it matters

When an agent books the wrong flight or pays the wrong bill, who is responsible: you, the agent maker, or the airline? Companies are starting to draw lines before the law does. Bon, my agent will have to wait at the counter like the rest of us.

Morning Token 05 πŸ”¬ Research

AI in science: a possible Maya site, a physics proof, and DNA

A blog post titled 'My AI agents found an unmapped Maya site?' got 990 points and 361 comments on Hacker News. Note the question mark: our sources include no confirmation from archaeologists, so it is a claim for now.

Scientific American reports that experts appointed by OpenAI, called 'shepherds', verified its AI-generated proof of the 'existence' of quantum Yang-Mills theory. It is a foundation of the Standard Model of particle physics, and one of the million-dollar math problems. Google DeepMind also unveiled AlphaGenome 2. It studies how changes in our DNA affect different cells, which could give clues about disease and new treatments.

The next step for the physics proof is wider review by the scientific community.

Why it matters

This is really good news: AI is helping with real science, from old ruins to our cells. One eye open, still: the experts who checked the proof were chosen by the company that made it. Meanwhile, my own agents still cannot find my car keys.

Morning Token 06 πŸ’Ό Business

Agents wrote AWS's new emulator in 29,684 commits. What is left for engineers?

AWS released an official emulator: a local copy of its services, so developers can test without paying for the real cloud. It got 848 points on Hacker News. Simon Willison notes it was written in Rust by a huge swarm of agents, with 29,684 commits in the first three weeks. A guest post by Swami Sivasubramanian on Werner Vogels' blog asks what the engineer's job becomes when agents write the code.

Other companies are already changing. Manus scrapped traditional coding interviews, cut engineer hiring to half its peak, and now has product managers writing code. In indie games, the studio Big Walk used AI to fix a bug, and many festival judges say any AI coding is too much. A Reddit post also says UK companies are scaling back hiring after overspending on AI.

Yesterday we asked if AI makes code fragile. Today the question is who reviews 29,684 commits.

Why it matters

The speed is impressive, but people still need to understand and check the code. Fewer engineers hired today can mean fewer experienced reviewers tomorrow. That is a jobs question and a safety question at the same time.

Morning Token 07 πŸ’Ό Business

OpenAI passes $10B a quarter as AI money goes in circles

TechCrunch reports OpenAI's quarterly revenue crossed $10 billion for the first time, an almost 50% jump from $6.7 billion in the second quarter. At the same time, Taiwan's chip giant TSMC will invest $1 billion in Anthropic and OpenAI. Ars Technica calls it the latest example of 'circular financing': suppliers investing in the customers who buy from them.

There are signs of strain. CoreWeave, which rents AI computing power, now asks customers to pay up front and borrows against specific contracts. A post with 157 points on Hacker News argues that retirement savings are fueling an AI bubble. TechCrunch adds that many announced data centers may never be built.

After Saturday's 41 ballot measures, the data center fight grows. Republican Senator Josh Hawley now backs a nationwide data center moratorium, a pause on new building, Politico reports.

Why it matters

Big revenue is real, but so is the money going around in circles. If the bubble pops, normal people's pensions may pay part of the bill. That is why the speed of this money matters to everyone, not only to investors.

le_dernier_mot.txt

A safety alarm is only useful if someone has the power to stop the machine when it rings. I would like to know who that person is before the opening bell of the IPO.