AI Morning Wire / November 12, 2026
NOVEMBER 12, 2026Jensen Huang Resigns at Nvidia. Who Controls AI Now? (Nov 12, 2026)
[AI DAILY NEWS RUNDOWN] Who is in control of AI this week: the boards, the labs, or the machines? Jensen Huang resigned as Nvidia's CEO, and CFO Colette Kress is interim CEO. Anthropic shipped Fable 5.2 while holding capabilities back, and a default setting left 35,578 AI-built apps open to anyone. Three days of news in one briefing.
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In this episode:
- The board: Huang resigns, Colette Kress steps in, and a CEO search starts five days before earnings.
- The labs: Anthropic's Fable 5.2 and "pacing, not pausing"; OpenAI builds a kill switch.
- The defaults: 35,578 Grok Build apps left open; Amazon ships code no human reviewed.
- The bill: OpenAI loses $10.9B on $10B revenue; Meta and Google cut the cost of agent work.
Today's corners:
- 🎓 Cert Corner: two million yes-or-no checks a day on a frontier model. How do you cut the cost?
- 🚩 Red Flag or Green Light? An admin switches an AI app's sharing to "Only you" and tests it logged out.
- 🏛️ Boardroom Call: your founder-CEO resigns and the CFO takes both jobs. What's the board's first move?
Answers at the end of the episode.
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