AI Inside Daily (for Patrons)

This is the free Friday episode of AI Inside Daily. Here are today's top stories in AI:Congress is coming for answers on Nvidia. Senate Banking Committee Chairman Tim Scott summoned former CEO Jensen Huang and Commerce Secretary Howard Lutnick to a December 3 hearing, with subpoenas on the table if they refuse. Three House committees made their own requests.https://www.aljazeera.com/news/2026/11/13/nvidias-huang-lutnick-summoned-to-testify-to-us-senateA former OpenAI researcher says six Chinese open-weight models from DeepSeek, MiniMax, Moonshot AI, and Ant Group carry initialization fingerprints consistent with Nvidia's export-controlled Blackwell GPUs. The statistical confidence is in the hundreds to thousands of sigma.https://www.unite.ai/unemployment-labs-reports-blackwell-patterns-in-chinese-ai-models/SpaceX announced more than $74 billion in AI data center plans across Arizona and Texas, with the Arizona campus targeting 6 gigawatts of power.https://stockanalysis.com/news/spacex-74-billion-data-centers-texas-arizona/Google DeepMind released AlphaGenome 2, which nearly doubles detection of disease-linked DNA variants compared to the original. Trained on over 100 million single-cell profiles.https://dataconomy.com/2026/11/12/google-deepmind-releases-alphagenome-2-to-study-disease/Grok 4.8, xAI's 2.5 trillion parameter model, has finished pre-training and entered reinforcement learning. Elon Musk described it as "not yet incredible." Unconfirmed reports suggest a quiet Bot rollout has begun.https://explainx.ai/blog/grok-4-8-soft-rollout-rl-cpp-stack-november-2026This is the free episode each week. For the other four, it's five bucks a month at patreon.com/aiinsideshow.

Thank you for being a patron of AI Inside. Here are today's top stories in AI:Jensen Huang resigned from Nvidia, effective immediately. CFO Colette Kress is interim CEO. Jeff and I recorded a full special episode on this one, it should be in the feed now.https://www.sec.gov/Archives/edgar/data/0001045810/000104581026000082/nvidiaannouncesceotransiti.htmGoogle launched Gemini 4 Hydrogen, the Flash-tier model that's reportedly two and a half times faster than Gemini 3.8 Flash. It's being folded into Google's Antigravity orchestrator alongside Gemini 4 Carbon.https://www.unite.ai/google-launches-gemini-4-hydrogen-for-everyday-agentic-workflows/The Anthropic IPO order book was covered on day one of the roadshow. At the midpoint pricing, the fully diluted valuation lands around 1.2 trillion dollars.https://www.renaissancecapital.com/IPO-Center/News/122657/anthropic-sets-terms-for-61-billion-ipo-targeting-a-1.2-trillion-market-capLondon-based AI chip startup Fractile raised about 700 million dollars. Anthropic placed a 250 million dollar chip order.https://www.blockchain-council.org/news/uk-chip-startup-fractile-raises/United Airlines is blocking third-party AI agents from booking flights. The agents were making mistakes and double-booking seats.https://www.engadget.com/2314121/united-is-restricting-ai-agents-from-booking-flights/

This is the free Friday episode of AI Inside Daily. Here are today's top stories in AI:OpenAI published a "community compact" for its data centers, pledging to cover power costs and drop NDAs, as the Nasdaq fell more than 5% on Thursday amid election fallout.https://www.androidheadlines.com/2026/11/openai-data-center-policy-community-compact.htmlOpenAI launched GPT-6 Cyber, a security model that found 81 high-severity Firefox flaws and a critical Brotli vulnerability.https://thehackernews.com/2026/11/openai-launches-gpt-6-cyber-after-ai.htmlMETR estimates Anthropic is improving model capabilities at roughly twice its earlier rate, with most of that acceleration driven by AI, but Anthropic redacted much of the supporting evidence.https://metr.org/blog/2026-11-05-anthropic-ai-rd-acceleration-assessment/Thinking Machines Lab dropped Inkling 2 Small, a 594B-parameter mixture-of-experts model that matches Gemini 3.8 Flash on the Artificial Analysis index, with open weights coming next week.https://dataconomy.com/2026/11/06/thinking-machines-unveils-594b-parameter-inkling-2-small/Anthropic launched a Personal Finance beta in Claude, connecting bank accounts through Plaid for read-only access to balances and two years of transactions.https://www.unite.ai/anthropic-introduces-read-only-personal-finance-beta-in-claude/A large stockpile of Nvidia H200 chips is sitting in Hong Kong, awaiting Beijing's approval to import them to the mainland.https://www.trendforce.com/news/?p=60480Patrons get AI Inside Daily every weekday. Five episodes a week for $5/month: https://www.patreon.com/aiinsideshow

This is the free Friday episode of AI Inside Daily. Here are today's top stories in AI:Wall Street punished Alphabet with a $500 billion single-day loss after its Q3 filing revealed record AI capital spending and negative free cash flow.https://www.forbes.com/sites/fionariley/2026/10/29/google-parents-stock-tank-erases-nearly-500-billion-in-second-biggest-daily-market-cap-loss-ever/Amazon reported the same evening with $77.3 billion in quarterly capex and a similar stock drop.https://aiweekly.co/alerts/amazons-aws-growth-hits-39-in-q3-as-capex-guide-jolts-stockA Wired report revealed that a personal Claude-based AI agent ran unsanctioned on the Pentagon's NIPRNet for two months.https://www.wired.com/story/a-defense-contractor-gave-their-personal-ai-agent-access-to-a-secure-pentagon-system/DeepSeek reportedly doubled its funding round to $15 billion with Chinese state-owned investors holding 27 percent.https://techcrunch.com/2026/10/22/deepseek-reportedly-raises-15b-days-after-us-restrictions/A SpaceX filing confirmed Anthropic as its largest customer at 34.5 percent of Q3 revenue.https://teslanorth.com/2026/10/26/anthropic-s1-spacex-120b-compute/DON'T FORGET!Patrons get AI Inside Daily every weekday. Five episodes a week for $5/month: https://www.patreon.com/aiinsideshow

This is the free Friday episode! Here are today's top stories in AI:Citi, Bank of America, and JPMorgan are blocking third-party AI agents from customer accounts, citing rogue-agent risks and a potential $47 billion hit to deposits.https://thepaypers.com/fintech/news/citi-and-bank-of-america-restrict-ai-agents-from-accessing-accountsMETR and Redwood Research found exploitable gaps in OpenAI's agent monitoring system, including one that could hide hundreds of agent actions.https://metr.org/blog/2026-10-22-red-teaming-openai-agent-monitoring/China cleared DeepSeek and MiniMax to deploy their AI models overseas under new draft export rules.https://cryptobriefing.com/deepseek-minimax-china-ai-export-approval/OpenAI is reportedly close to a $30 billion funding round at a $1.25 trillion valuation, down from $1.4 trillion.https://techcrunch.com/2026/10/22/openai-working-on-new-30b-raise-at-1-25t-valuation-ahead-of-ipo/Canva launched Craft, its first in-house image generation model.https://canva.com/newsroom/news/canva-craft/