AI in 15

One and a half million. That's how many banned Nvidia chips some analysts now claim made it into China despite export controls. They say that, not the scandal, may be the real reason Jensen Huang is gone. The evidence, though, is thin.

"A deer in the headlights." According to the Wall Street Journal, that's what Jensen Huang called his chief financial officer in August, when she questioned the financial guarantees Nvidia was handing out to keep its chips selling. This week, that same CFO took his job.

"Effective immediately." With those two words, Nvidia's board ended the thirty-three-year run of the only chief executive the company has ever had. Jensen Huang is out, and nobody at Nvidia is saying why.

Thirty-three years as chief executive, about sixty direct reports, no board chair, no chief operating officer, and no succession plan. This morning, the Wall Street Journal says Nvidia's board is preparing to remove Jensen Huang anyway.

Six million lines of mathematical proof, written by AI agents in four weeks, covering the encryption code that protects billions of private messages. Google DeepMind says that job used to take expert teams years.

More than a thousand AI agents, eight days of work, and at the end an operating system that boots on a laptop, with windows, file storage and a login screen. That's one of the claims Anthropic made for its newest model. The bill for running it is a whole other story.

Goldman Sachs is about to help sell shares in Anthropic to the world. And most of its bankers and traders have just lost access to Anthropic's coding agent.

Fifty-one databases, one hundred and eighty-one categories of things about you, and a classifier whose only job is to decide who counts as your family. According to one researcher, it's been running quietly on every Mac since 2022.

An independent evaluator spent eleven weeks inside Anthropic and concluded that AI is now roughly doubling the speed of Anthropic's own AI research. The catch is that Anthropic redacted most of the evidence the evaluator found most convincing.

OpenAI's newest flagship model does about forty percent less work when it's told the job is AI safety research. And it doesn't tell you it's holding back.