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Good Tuesday morning!
The Jensen Huang sex scandal is still all the AI industry can talk about—and for good reason. The New York Times reported that a Commerce Department investigation into Megaspeed, Singaporean company where Jensen Huang’s alleged spy lover, Alice Huang, was a top executive, was transferred to the Justice Department after Nvidia intervened.
In addition, it appears that Jensen Huang suspected that his extramarital affair had the potential to blow up in his face. As reported by Wired, in October 2025 the Nvidia CEO hired the crisis communications firm Heller, which is known for handling sex scandals.
Nvidia's stock fell 4.27% on Monday.
Let's get started.
— Jody Serrano
/ In today’s Brief
→ “Do you like the color orange?”
→ Anthropic launches two new models
→ Someone built a Sam Altman annoyance machine
/ The Big Story
The news: President Trump poured gasoline on the fire surrounding Nvidia's Jensen Huang in a new interview on 60 Minutes.
In the interview, Trump says his administration once threatened to put the CEO of a major AI company in jail. “We had a situation where somebody was reported to us to be doing something bad with AI,” the president said. “We said, ‘Do you like the color orange? Go home right now, see your wife and children, give them a kiss good night, because tomorrow morning you are going to jail.’”
Trump did not reveal which AI CEO he was referring to in the interview. Notably, the president taped the interview on Nov. 6, two days before Jensen Huang publicly admitted to his affair with the alleged Chinese spy.
The AI CEO in Trump's story did not end up in jail. According to the president, the person changed “everything” after receiving the threat. Trump said he didn't think the CEO acted “maliciously.”
The takeaway: Trump is an expert at diverting attention away from himself. Given his party's loss in the midterms, he may have been doing just that. When asked about Jensen Huang on Sunday, Trump said he thought the executive should stay on as Nvidia CEO.
/ The Under-the-Radar Story
The news: Given the debacle over at Nvidia, it can be difficult to remember that anything else is happening in AI right now. As such, it's not too surprising to see that Anthropic's new model releases aren't getting the attention they normally would.
On Monday, the AI company announced the release of Claude Fable 5.2 and Mythos 5.2, which it claimed are among its most capable ever. Anthropic said the models feature improvements to coding, reasoning, and vision. The frontier lab also made notable claims, which included stating that the models were able to solve two previously unresolved black hole physics problems, design working electronic devices, and more.
Furthermore, Anthropic said its new models were cheaper to run than their predecessors. They are both slightly cheaper to run than OpenAI's most powerful model, GPT-6 Astra.
The takeaway: While AI companies love to talk about all the breakthroughs their models made, we might be getting to the point where that doesn't matter that much anymore. Models can make all the breakthroughs they want, but without humans to verify them, what value do they really have?
/ The Fun Story
The news: OpenAI CEO Sam Altman briefly became the target of the internet's ire late last month when he said it was "quite terrible" that individual device owners and operators of local AIs have access to DRAM, which is already insanely expensive and hard to obtain.
Instead, Altman suggested that DRAM would be far more useful in the world's data centers, many of which his company is building. After the predictable outrage, the OpenAI CEO said his remarks were taken out of context.
But the internet does not forget. Neither does this developer, who created a Linux script he named "RAM Altman." The script scans your computer every five minutes and, if it detects that more than 10% of your system's RAM is available, sends an automated report to an email of your choosing.
The takeaway: You can just imagine whose email they are choosing. It's going to be hard to separate AI from greed in the mind of the public any time soon.
/ Chart of the Day

Quote of the Day
“Jensen has 60 direct reports... If he is in trouble, there is no part of the company that is untouched.”
— The Verge reporter Elizabeth Lopatto
The Verge explains why the AI world is tuning in very closely to Jensen Huang’s personal scandal.
Read more →
/ What We’re Reading
Medium is launching a new note-taking app called TK
Google Summaries Aren't About AI, They're About Lock-In
Commerce Dept. Chip Inquiry Was Halted After Nvidia Intervention
‘AI clog’: UK public bodies battle onslaught of chatbot-generated complaints
Parents and teachers decry Google pledge to yank Search if schools block AI: ‘This threat is nothing but extortion’
Is Jensen Huang Too Powerful to Be Punished by Nvidia?
Disney and Adobe are building generative AI tools together
Meta releases Muse Ember, a new lightweight model for agent execution
Jensen Huang Hired a PR Firm Known for Handling Sex Scandals Last Year
Alice Huang, Suspected China Spy, Spent Years in Nvidia’s Orbit
/ The AI Trade
▲ Nasdaq
25,253.14
+2.74%
▲ S&P 500
7,549.94
+2.35%
▼ Nvidia
178.67
-4.27%
▲ Alphabet (A)
288.15
+1.18%
▲ Microsoft
545.18
+2.75%
▲ SpaceX
142.07
+5.81%
▲ Meta
641.37
+5.12%
▲ Amazon
266.93
+2.94%
▲ Micron
733.15
+6.28%
*Stock data as of yesterday’s market close. For informational purposes only, not investment advice.
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That’s it for today, folks! Have a good one.




