Nvidia probes Jensen Huang's alleged intelligence ties - Tustin AI Daily Briefing, Nov 9

Tustin AI Daily Briefing · Nov 9, 2026 · 6:48

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Stories in today's episode — tap a headline to read the full piece:

Nvidia's board opens an independent investigation into Jensen Huang's ties to an alleged Chinese intelligence asset
Anthropic is going ahead with its IPO roadshow next week despite the selloff
"15 months of runway" is the wrong number — and Carta's seed-to-A data proves it
OpenAI closes the first $11 billion of its round at a $1.25 trillion pre-money, below its original target
Microsoft declines to renew its Oracle cloud-rental deal
Take out a16z and SpaceX and 2026 venture looks exactly like 2025
Core Automation trained a 32B MoE across two clusters 9,000 miles apart on different accelerators
Meta's chief strategy officer is leaving to become CFO of Fireworks, which is raising at $30B+
Project Omega raises $80m Series A for battery-like power systems built from used nuclear fuel
If the Data-Center Backlash Leaves Fewer AI Suppliers, Who Will You Rent Capacity From in 2027?
Martin Casado: scaling is a power law, not exponential — and beating a power law 'requires tons of money'
Allie K. Miller: why 'AI employees' sticks in the enterprise — and why that framing can cap transformation
YC Paper Club: AI for biology — cancer genomics, virtual cells, and genome language models
Why PMs are suddenly valuable again — Tulsee Doshi on Google's frontier model strategy
Ethan Mollick: could AI trigger a second 'Special Century'?
Konstantine Buhler: American markets keep compounding through the tough times
Simon Willison: collapsing AI-generated PR descriptions to fight 'PR slop'
We're moving from chat-rate AI to agent swarms doing arbitrarily parallel work
Revenue per employee resets: $237K median, $655K top tier, six B2B leaders now clear $1.5M
How this founder built a better Duolingo with Codex

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