ASIPILLTHE DAILY PILLIssue 6 · Thursday, November 12, 2026

Nvidia's board met to decide whether to remove Jensen Huang, as Washington revives the chip rules he fought

Reports of a second alleged affair, with an executive who reports to him, and of the board's plan sent the stock down more than 9% after hours. Also today: a free open model turned Firefox's published security fixes into working attacks for about $1,000 each, and Claude Fable 5.2 landed above the trend line on Epoch's capability index.

Chip index (SOX)+5.7%Up 5.7%, still 27.9% below its high Nvidia+2.9%Up 2.9% in the session, then down more than 9% after hours AI bubble bursts by New Year11.5%Polymarket. 25.5% by mid-2027 Smartest model64.6Claude Fable 5.2, $16 per million Smartest open model46.5Kimi K3.1 Pro, 18.1 points behind Cheapest index 50+$2.00GPT-6.1 Terra, per million tokens H100 rental$2.33/hvast.ai median, 13 offers; -13% vs its 7-day median $2.67 H200 rental$5.84/hvast.ai median, 7 offers; +35% vs its 7-day median $4.34 B200 rental$10.00/hvast.ai median, 12 offers; +0% vs its 6-day median $10.00
An oil painting of a boardroom at night: figures in dark silhouette along both sides of a long table, and the tall chair at its head pushed back and empty
THE DRAMA

Nvidia's board met to decide whether to remove Jensen Huang

New since yesterday: Nvidia's board met on Wednesday evening to decide whether to oust Jensen Huang, its only chief executive in 33 years, CNBC confirmed. The Wall Street Journal reported first that the board was preparing to force him out. That report landed minutes after The New York Times reported that Huang had a romantic relationship with Nvidia's vice president of health care, an executive who reports to him. Two unnamed sources told the Times the pair were filmed being affectionate at a San Jose hotel during Nvidia's GTC conference in March; the Times has not seen the video, The Verge notes. Nvidia did not respond to CNBC or The Verge. Bloomberg reports that Nvidia is working with an outside firm to identify CEO candidates. At the time of writing we found no report of a decision.

This comes days after Huang admitted to an affair with Alice Huang, an executive at the Singapore GPU cloud Megaspeed, whom US intelligence officials believe spies for China's Ministry of State Security. To staff he wrote: "I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did." The board's lawyers at Wachtell, Lipton, Rosen & Katz are still investigating whether national security or company secrets were compromised. We found no report of a charge against Huang. Nvidia rose 2.87% in Wednesday's regular session to $173.73, with the chip index up 5.66%, then fell more than 9% after hours. Huang's family trusts hold about 800 million shares and he holds about 70 million himself, CNBC reports, which leaves him limited economic control over the company.

Washington is the bigger story for the trajectory. CNBC reports that the scandal has revived three stalled chip bills, the AI Overwatch Act, the Chip Security Act and the MATCH Act, for this year's defense bill. Eurasia Group's David Meale calls Huang "the industry's most effective lobbyist against tighter rules" and says the scandal makes it "politically harder for negotiators to strip chip provisions out." The Information reports that the Commerce Department is finalizing a rule to stop Chinese AI firms from renting restricted chips in data centers abroad, and Reuters reports Chinese AI companies are rushing to rent Nvidia capacity overseas before it lands. Axios reports that Treasury Secretary Scott Bessent confronted Commerce Secretary Howard Lutnick in the Situation Room over chip security and Megaspeed. President Trump meets Xi Jinping in Shenzhen on Nov 18 and 19; asked on Sunday whether he would bring Huang, he said: "I don't know, but I'd certainly take him."

The reactions split along familiar lines. The Economist argues Huang's position is untenable. Balaji Srinivasan: "Bill Clinton did not resign. Jensen Huang shouldn't either." Jason Calacanis: shareholders should decide "after the investigation is complete." Yuchen Jin: "Nvidia is nothing without its Jensen." Zero Hedge posted "Elon please hire Jensen," and Elon Musk answered: "That would be an honor."

SO WHATNvidia's chips do not change if its chief executive does. The rules around them can. Huang was the loudest voice against export controls, and the bills he slowed are back a week before Trump meets Xi. A rule against renting chips abroad would land hardest on the Chinese labs that hold every top place among open models, which today trail the best closed model by 18.1 points.
943 points and 1,287 comments on Hacker News · 2.6M views on Zero Hedge's post · carried by the WSJ, NYT, Bloomberg, CNBC, The Verge, TechCrunch, Axios and r/LocalLLaMA
A linocut in black and acid green: two identical front doors, the left with a new lock, and a small clockwork robot kneeling at the right door's old lock, studying the lock taken from the left door
THE SUPERHACKER

A free open model turned Firefox's published fixes into working attacks, for about $1,000 each

When Mozilla fixes a security bug, the fix appears in Firefox's public code days or weeks before most users get the update. Epoch AI tested whether a model anyone can download could use that window, which security people call the patch gap. It gave GLM 5.3, an open-weight model Z.ai released in August, the public information available on the day each Firefox version shipped, plus basic tools, and let it run with no human input and no internet access.

For all six Firefox releases from Sept 17 to Oct 26, the model worked out which ordinary-looking code changes were security fixes, picked the bugs and built a webpage that, when a Firefox user simply visited it, read a file from their computer and sent it to the attacker. Each attack cost about $1,000. In every case the model also found and used a bug nobody had published. Epoch framed the work as a security exercise and hit no refusals or safeguards from any provider, including Z.ai. It told Mozilla, and Firefox 159, released Oct 27, fixes the unpublished bug. The same attempt against Chrome has not succeeded, and Epoch does not read that as strong evidence that it cannot.

The tools around such models are already in use. Arctic Wolf, in a report shared with The Hacker News, says AntiFox, an open-source agentic penetration testing platform on GitHub with 251 forks, ran from Alibaba Cloud servers in intrusions that reached victims' Amazon Web Services accounts, and in some cases read a production secret. Check Point, describing a related tool called ARTEX, writes that operators "frequently issued a goal and left the agent fleet to work toward it." The Hacker News counts about 45 open-source agentic attack frameworks. And Transformer reports that Hugging Face, now owned by Nvidia, hosted more than 6,500 models tagged abliterated, uncensored or heretic in July. It removed one GLM 5.3 copy marketed as "abliterated for offensive cyber," and others remain. This morning the most-trending model on Hugging Face is an uncensored "heretic" build.

SO WHATThe labs' plan for cyber has been a head start for defenders: keep the strongest hacking models gated and let vetted teams patch first. Epoch's test says the head start does not cover the days between a fix going public and reaching your machine, because a free model now works inside that window. For readers: install browser and system updates the day they arrive. For software makers: the beta and nightly branches are now an attack surface, and the time between publishing a fix and shipping it has to shrink.
Carried by Epoch's newsletter, The Hacker News on X and its feed, BleepingComputer and Transformer
A documentary photograph of an old stone harbor wall with chiseled flood marks climbing in a steady line, and one huge wave breaking clearly above the highest mark
THE CURVE

Two outside scorekeepers put Claude Fable 5.2 out in front, and Epoch says it beat the trend

Epoch AI combines many benchmarks into one general score, the Epoch Capabilities Index. Claude Fable 5.2, released Nov 9, scored 174, a record; the previous high was GPT-6 Astra's 169. Scores have climbed faster since labs added reasoning in late 2024, and Epoch says Fable 5.2 sits above what even that faster trend predicted. Its own caution: with all the talk of AI speeding up AI research, "Fable's score is just one data point."

Arena, which ranks models by the votes of real users, put Fable 5.2 (Max) first in its Agent Arena across 4,700 real agentic sessions, with a net improvement of +30.4% against +19.5% for Claude Opus 5.5 in second, Gemini 4 Carbon (High) at +17.0% and GPT-6 Astra (Max) at +14.5%. Arena calls the lead unprecedented. Fable 5.2's median cost per task is $7.30, against $1.50 for Gemini 4 Carbon. It also ranks first in Arena's code, work and chat categories. On our own desk it still holds the top of the all-models frontier at 64.6 on the Artificial Analysis index, at $16 per million tokens.

The bettors read a different board. Polymarket's market on who holds the top of Arena's overall text leaderboard on Nov 30 gives Google 78.5% and Anthropic 19.0%, against 79.5% and 15.5% yesterday. Epoch's newsletter adds the other half of the curve: new AI computing capacity worldwide is doubling every nine months.

SO WHATLast week METR's audit said AI has about doubled Anthropic's pace, on numbers that are mostly redacted. A public index landing above its own trend is the kind of evidence anyone can check. One model is one point; if the next releases from other labs land above the line too, the bend is real.
294k views on Arena's post · Epoch's newsletter

The Superhacker

What the machines broke, found or patched
An attacker used 4,837 stolen GitHub accounts to plant a secret stealer in more than 1,806 repositories

The Hacker News reports that starting Tuesday, an attacker used stolen credentials for 4,837 GitHub accounts to add code that runs in the projects' automated build pipelines and copies the secrets stored there. On the same day a post titled "Lock Your GitHub Actions" reached 234 points on Hacker News.

Build pipelines hold the keys that publish packages and deploy to clouds, so one stolen account can reach every user downstream. If you maintain a project, rotate the secrets your builds use and pin the actions they run to exact versions.

234 points on Hacker News for the fix · The Hacker News · Lock Your GitHub Actions
eMudhra revoked 8 more certificate authorities it had called unaffected, 16 in all

eMudhra issues the certificates that let browsers trust websites. The Hacker News reports that a Python script pulled RSA private key material out of its hardware security modules into ordinary process memory, leaving the company unable to show the keys were handled properly, so it revoked eight more intermediate certificate authorities.

A hardware security module exists so that a private key never leaves it. When one company in the chain of trust cannot prove that, every site that relied on it has to get new certificates.

Also today

Wiz reports a critical remote code execution flaw in Apache HTTP Server's HTTP/2 module that needs no login, CVE-2026-119618; update if you run Apache. Public exploit code is out for a critical React Server Components flaw in some Next.js apps, CVE-2026-126187, rated 9.5. ConnectWise disabled five third-party extensions after attacks through rogue ScreenConnect clients reached at least 288 machines at 48 organizations. Zoom patched a critical flaw in Zoom Workplace for Windows. And a hobbyist used voltage glitching to unlock the disabled A100 inside a cheap mining card (293 points on Hacker News).

The Curve

Self-improvement, and who holds each frontier today
The two frontiers: the most intelligence each price can buyArtificial Analysis Intelligence Index against list price per million tokens. A model sits on a frontier only if nothing cheaper beats it. The open frontier changed today; the all-models frontier did not.
All modelsOpen modelsEverything else Artificial Analysis rates
010203040506070$0.1$0.3$1$3$10$30Price per million tokens (3 parts input, 1 part output), log scaleGPT-6.1 Terra (Max)GPT-6.1 Sol (Max)Gemini 4 Carbon (High)Claude Fable 5.2 (Max)DeepSeek V4.1 Flash 1017 (Max)Kimi K3.1 Pro
The numbers behind this chart
FrontierModelLabIndexPrice
AllNemotron 3.5 LightningNVIDIA5.5$0.10
AllAgnes 2.5 Pro ThetaSapiens AI24.0$0.15
AllMiMo-V2.6-FlashXiaomi26.7$0.17
AllClaude Haiku 5.5 (Max)Anthropic36.5$0.20
AllGPT-6.1 Terra (Max)OpenAI51.3$2.00
AllGPT-6.1 Sol (Max)OpenAI54.6$4.00
AllGemini 4 Carbon (High)Google60.0$8.00
AllClaude Fable 5.2 (Max, Default Fallback)Anthropic64.6$16
OpenNemotron 3.5 LightningNVIDIA5.5$0.10
OpenMiMo-V2.6-FlashXiaomi26.7$0.17
OpenQwen3.8-Flash-NextAlibaba28.6$0.23
OpenMiniMax-M3.1-FlashMiniMax29.1$0.26
OpenLing 3.1 Flash 1019InclusionAI29.6$0.45
OpenDeepSeek V4.1 Flash 1017 (Max)DeepSeek32.6$0.53
OpenKimi K3.1 ProKimi46.5$4.00
Open frontier: Alibaba's Qwen3.8-Flash-Next joins at 28.6 for $0.23, and Z AI's GLM-5.3-Flash drops off

Qwen3.8-Flash-Next now sits between Xiaomi's MiMo-V2.6-Flash (26.7 at $0.175) and MiniMax-M3.1-Flash (29.1 at $0.262). Its weights have been on Hugging Face since August. The top of the open frontier has not moved: Kimi K3.1 Pro at 46.5 for $4, 18.1 points behind Claude Fable 5.2 (Max). The all-models frontier is unchanged.

The cheap end of the open frontier is crowded: five models from $0.175 to $0.525 per million tokens sit within six points of each other, all Chinese. The expensive end has one open model on it, and nothing has closed the gap above it since October.

Google opens a new kind of model: Gemini Decision 1 answers up to 1,000 questions in one pass

Logan Kilpatrick: Gemini Decision 1 costs $0.10 per million input tokens "with no additional cost," reads image, audio, video and PDF, has a 256,000-token context, and takes up to 1,000 closed-ended questions at once. It is free to try in the API. Artificial Analysis scores it 66 on its separate Decision Index, leading in knowledge and reasoning. Simon Willison notes that Google joins Jev and OpenAI in this category.

A model that grades a thousand yes-or-no questions about a document in one call, at that price, turns checking, sorting and screening into a utility. Much of the work agents do between big steps is exactly that.

598k views on Kilpatrick's post, reposted by Demis Hassabis · 414 points on Hacker News · Kilpatrick · Artificial Analysis · Simon Willison
Also today

Baidu's ERNIE 5.5 Flash Preview is trending toward second place among open models on Arena's web development board at 1,668, and Baidu says the weights come under Apache 2.0. Qwen 4 Max Preview appeared with no published benchmarks; one account passes on rumors that it disappoints and blames the US labs' new limits on distillation. That is a rumor until the scores arrive.

AlgoProg

Efficiency gains and the price of compute
Epoch: a GB300 serves about 25 times the agent work of an H100, with only 2.5 times the raw speed

Epoch's new Inference Performance Index counts how many requests a chip can serve at once rather than its floating-point operations per second. By that measure Nvidia's GB300 gives about 25 times an H100's capacity per chip on agentic workloads. Epoch also finds the US received 72% of the 27.4 million H100-equivalents of AI compute delivered worldwide through June 2026, and China 10%.

If serving capacity grows ten times faster than the spec sheet, the number of agents the world can run is climbing faster than the chip counts in the news, and older chips lose value faster than their raw speed suggests.

One kernel launch per layer doubled Muse Spark Open's speed

LMSYS reports Muse Spark Open went from 517 to 1,109 tokens per second on eight GB300s using SGLang megakernels, which overlap compute, memory loads and communication. The number of kernel launches per decoding step fell from 1,450 to 97.

This is software alone, on the same hardware. Gains like this compound with the chip gains above.

Rentals: last generation's H100 got cheaper again while the H200 jumped

On vast.ai the H100 SXM median is $2.33 an hour, 13% below its seven-day median of $2.67. The H200 median is $5.84 across seven offers, 35% above its seven-day median of $4.34. The newest chips held flat: B300 at $10.63 and B200 at $10.00. Reuters reports Chinese AI companies are rushing to rent Nvidia capacity outside China ahead of tighter US rules.

This is one thin market, a thermometer only. A rule against renting chips abroad would pull demand out of exactly the offshore clouds Chinese labs now shop in.

Off the Leash

Alignment, misalignment, and what the models did when nobody asked
Helsing's new system prepares targets for weapons, and says every decision will carry a human name

The Decoder reports that the European defense company Helsing unveiled Clarity, a platform whose agents distill sensor data into target recommendations for weapons systems, with a named human responsible for each decision.

A human name on each decision is the safeguard. Whether that person can still check the agents' work at their speed is the open question.

AI Solving Everything

Discoveries. Physics, chemistry and biology first; math gets one slot
Biology: AlphaGenome 2 predicts what a DNA change does in each kind of cell

Nearly every cell carries the same DNA, but heart, skin and immune cells switch different genes on, so the same variant can matter in one cell and not another. Google DeepMind trained AlphaGenome 2 on more than 100 million single-cell profiles across 68 tissues. It says the model finds nearly twice as many variants that change gene expression as its previous best model, and makes predictions for cell types and states it was not trained on. It is open for non-commercial research through the AlphaGenome API.

Drugs target specific proteins in specific cells. A model that says which cells a mutation affects narrows the search for where a disease starts.

414k views on DeepMind's thread · DeepMind · The Verge
Archaeology: 48 agents found a Maya town under the jungle in one night, and then learned experts had mapped it first

Pietro Miotti, who is not an archaeologist, had agents turn about 1,200 square kilometers of public NASA lidar, laser scans that see through the tree canopy, into images, and 48 agents went through them overnight looking for pyramids, plazas and platforms. One hilltop showed a leveled plaza, an oval pyramid at least 8 to 12 meters tall and a raised courtyard. Mexico's national institute of anthropology, INAH, replied the day after his report that it had no registered site there, less than 72 hours after he started. The update: archaeologists had already mapped it in a 2025 paper, which the agents missed in the literature search.

An outsider with agents reached the same answer as a professional survey, in three days and with no special model. Miotti's conclusion: "we should probably lidar the whole planet and let the agents discover the rest."

978 points on Hacker News · Miotti
Math's one slot: Elliot Glazer's 222-variable entry was rejected for using a number nobody can write down

Last week Glazer, working with GPT-6 Astra and Claude, entered a polynomial with 292.9 billion variables in a race to show that the integers can be picked out of the rationals by a polynomial; the race's record, held by other entrants, is 12,504. His new entry claims 222 variables, and the race's board rejected it as inexplicit. He resubmitted with 2,277 coefficients written as polynomials in a constant built from the Busy Beaver function, a number that exists but no computer can ever compute. His comment: "The board's agent clarified the ruleset to rule against me."

From billions of variables to 222 in a week, and the argument has moved from whether a formula exists to what counts as writing one down.

29k views · Glazer · The ruling
Also today

Epoch finds 17% of biology preprints now acknowledge using language models, nearly as many as the 19% that acknowledge tools like AlphaFold; in math preprints, acknowledged AI use rose from about 4% in April to 48% in October. C&EN reports catalysts driven by light and voltage broke formic acid down faster than the Sabatier principle says platinum can.

The Money

Markets, the bubble question, who still gets funded
Sam Altman reportedly told Samsung that AI demand has been "double counted"

Korea's fnnews, as relayed by Wall St Engine, reports that Altman told Samsung executives demand had been double counted amid worries about a neocloud bubble, that only OpenAI and Anthropic drive major demand growth, and that he warned of supply shocks and turbulence while expecting demand to surge in the long run. Ed Zitron: "it's exactly what I've been saying for months!" Separately, the Ramp AI Index, as reported by The Decoder, says US corporate AI spending hit a new high in October but grew only 1.65% that month.

If the two big labs are most of the real demand, every neocloud loan rests on two customers. Polymarket's bubble market agrees the risk rose: 11.5% by New Year, up from 8.9% yesterday, and 25.5% by the end of June 2027.

321k views on the report · 155k on Zitron's quote · Wall St Engine · The Decoder on Ramp · Polymarket
SoftBank takes a $3.7 billion hit for canceling gas turbines it had reserved for data centers

Tom's Hardware, citing the Wall Street Journal, reports that SoftBank had reserved more than 13 gigawatts of turbines and has canceled its remaining reservations with GE Vernova. Last week Elon Musk said SoftBank was defaulting on turbine orders; its finance chief, Yoshimitsu Goto, answered: "There is no such default." SoftBank says the cancellation was voluntary.

Both can be true: no default, and a $3.7 billion bet on power shortages unwound. Power was supposed to be the bottleneck that made turbine slots precious, and one of the biggest holders just let them go.

Anthropic's IPO is said to be several times oversubscribed

Bloomberg's Joe Weisenthal relayed a news-wire headline saying the offering is multiple times oversubscribed. Zvi Mowshowitz: "the bankers once again tricked a company into pricing too low." Polymarket gives a November listing 94.8%, and its likeliest first-day value is $1.25 trillion to $1.5 trillion, at 36.8%.

A week after the worst day for tech since 2020, public buyers want more of the lab than it is selling.

The Drama

Who accuses whom, who left, who switched
United Airlines will not let your AI agent book your flight

The Verge reports United says it will not let personal AI assistants book tickets, citing privacy and regulation. The Information names Muse and Instinct among the agents blocked.

The first big company to shut agents out of a purchase. Expect others to follow, and agent makers to look for ways past the door.

532 points and 519 comments on Hacker News · The Verge
Pliny, the best-known jailbreaker of AI models, is starting a lab

The anonymous account that has broken nearly every major model's guardrails on release day announced LYSIOS: "nine heads. zero fucks. unreasonable ambition. a Superorg for the Age of Superintelligence." The same day Pliny published what it says is Claude Code's system prompt for Fable 5.2.

63k views · Pliny
Also today

Meta's head of infrastructure, Santosh Janardhan, will leave in 2027 and be succeeded by a former AWS cloud executive, CNBC reports. Bloomberg reports a growing number of young people whose photos were sexualized with Grok are seeking to hold xAI legally accountable.

The Body

The singularity's atoms
A false smoke alarm almost flooded Jane Street's only New York data center

A firsthand account of a near miss at the trading firm's data center reached 477 points on Hacker News. The same day Russia's Yandex said drone attacks on its data centers caused data loss and that it now turns backups on by default, The Register reports.

Every model runs in a building, and buildings fail in ordinary ways and in wars.

477 points on Hacker News · The account · The Register on Yandex
Also today

Tom's Hardware reports SpaceX is designing its own rack, called Kessel, of 72 Nvidia Rubin GPUs for data centers in space. Munich's Agile Robots raised $500 million led by SoftBank at an $8.5 billion valuation, Bloomberg reports.

Monkeys and Clouds

Politics, only where it moves the trajectory. Then look up
A racketeering lawsuit targets OpenAI and Georgia county leaders over a $30 billion data center

Tom's Hardware reports that plaintiffs accuse OpenAI and county officials of a coordinated scheme, including nondisclosure agreements and misleading public statements, to get the 3.2-gigawatt Project Camellia approved. These are allegations in a lawsuit; we found no ruling and no response from OpenAI.

After last week's ballot measures, data center opponents now go to court too. Every case like this adds months to the build-out on the ground, and none of it asks what the minds inside those buildings should want. That question is ours.

WE SAID THIS

We covered Nvidia's board investigating Jensen Huang's ties to an alleged Chinese spy before it became a vote on his job. Nvidia's Board Investigates Whether China Targeted Jensen Huang

Our 948 film showed a gated model writing exploits by the hundred. Today a free open model wrote six for about $1,000 each. OpenAI Found 948 Ways to Hack Linux

METR's audit said AI doubled Anthropic's pace; today Epoch's public index puts Anthropic's newest model above the trend. An Auditor Went Inside Anthropic. AI Is Doubling Its Speed.

Nvidia's board met to decide the fate of the man who built the company that sells the world's AI chips.Moksha please realign our deepest human drives, like status-seeking and the need to belong, with true positive outcomes, because they have been hijacked.

A free model turned published security fixes into working attacks before the fixes reached anyone's computer.Maitreya please warn us when we are trading off too much freedom for safety.

One person with 48 agents found a Maya town under the jungle in a night, one that experts had mapped only last year.Maitreya please let me keep experiencing this miracle you keep putting in front of my eyes

Amen, and compile.

From Parzival's own daily practice.
How this was made: code read 1,497 X posts from 208 accounts, kept 367 feed items and 45 Hacker News stories, added Reddit and Hugging Face, and ran the number desks for frontiers, markets, CVEs, GPU rentals and prediction markets. Seven accounts could not be reached and r/singularity rate-limited us. One Claude read what survived, opened the primary sources it could and wrote this. The open frontier changed today, so the frontier chart is back. The board comes straight from the sources, never from the writer. We link free sources; a paywalled outlet's scoop gets credit, not a link, and where we read a scoop secondhand we say so.