The AI Briefing

Nvidia fell another 2% on Friday to close a $573 billion weekly loss as the Financial Times reported the board approached Arm CEO Rene Haas and the board replied it has formally engaged no candidate and is still choosing a search firm, OpenAI launched ChatGPT Wallet so its dot agents can finish purchases with per-purchase Face ID approval and tokenized card numbers, Anthropic shipped a proactive Claude Code Projects coordinator while Google rolled out Antigravity Dynamic Workflows, Artificial Analysis put Claude Fable 5.2 and Opus 5.5 in a shared lead on its Coding Agent Index while Gemini 4 Carbon took MathArena, llama.cpp shipped version 1.0, LangChain raised $300 million at a $3 billion valuation, Cohere completed AISLE and acquired cubic, and Bloomberg reported Anthropic is turning away IPO orders from mainland China and Hong Kong institutions. The AI Briefing is curated by Dr. Tim Johnson and produced with AI hosts. Sponsored by The Beatler — hear the new album 'Cancel the Apocalypse' on YouTube: https://www.youtube.com/@thebeatler — album smartlink: https://album.link/s/5RtUu4pLPz0z5MaqWkUo3H AI Generated

Jensen Huang resigned as Nvidia's president, CEO and director effective immediately, with CFO Colette Kress named interim CEO, Harvey Jones as the board's first chair, and shares closing down 4.3% after a 13% opening fall, Google released Gemini 4 Hydrogen, its fast model for coding and everyday work, at $1.50 per million input tokens across Search, the Gemini app and the API, Thinking Machines posted the Inkling 2 Small weights on Hugging Face under Apache 2.0, Anthropic opened self-hosted Claude Managed Agents in private beta, OpenAI launched Daybreak Red Team and Defense Factory for agent-driven security testing and patching, four nonprofits sued Anthropic, Google, Meta, OpenAI and SpaceXSI seeking to freeze frontier AI development, SpaceX announced more than $74 billion for AI campuses in Texas and Arizona, and SoftBank booked a $3.7 billion loss on over-reserved data-center power equipment. The AI Briefing is curated by Dr. Tim Johnson and produced with AI hosts. Sponsored by The Beatler — hear the new album 'Cancel the Apocalypse' on YouTube: https://www.youtube.com/@thebeatler — album smartlink: https://album.link/s/5RtUu4pLPz0z5MaqWkUo3H AI Generated

Nvidia's board met late Wednesday to decide whether to oust CEO Jensen Huang, with no decision announced and shares down more than 8% after hours, United Airlines became the first major US carrier to ban unauthorised AI agents from booking flights while Databricks and SpaceXSI shipped more autonomous agents, DeepMind released AlphaGenome 2 for cell-specific DNA variant prediction, Google launched the Gemini Decisions API with a model that scores up to 1,000 questions in one pass, Runway opened the Praxis-1 robot model weights under Apache 2.0, Meta's infrastructure chief announced he will step down, CoreWeave reported $3.66 billion in revenue and leaned on customer prepayments, and Fed Governor Bowman warned AI-related debt will exceed $800 billion this year. The AI Briefing is curated by Dr. Tim Johnson and produced with AI hosts. Sponsored by The Beatler — hear the new album 'Cancel the Apocalypse' on YouTube: https://www.youtube.com/@thebeatler — album smartlink: https://album.link/s/5RtUu4pLPz0z5MaqWkUo3H AI Generated

Anthropic launched its IPO roadshow with filed terms of 825 million shares at $70-$78 for up to $64.4 billion, while the FT reported bankers may push its valuation to $1.5 trillion, OpenAI told investors its third-quarter revenue rose about 50% to $10 billion as its adjusted operating loss widened to $10.9 billion, Google made Gemini 4 Carbon generally available and previewed /swarm, DeepMind's AlphaProof Code agents formally proved security properties of Signal's deployed code with more than six million lines of proof, Railway's final breach report put stolen AI keys at about $740,000 in unauthorised use, the EU presented its Digital Fairness Act, and the US and China opened a direct AI incident-alert channel. The AI Briefing is curated by Dr. Tim Johnson and produced with AI hosts. Sponsored by The Beatler — hear the new album 'Cancel the Apocalypse' on YouTube: https://www.youtube.com/@thebeatler — album smartlink: https://album.link/s/5RtUu4pLPz0z5MaqWkUo3H AI Generated

Anthropic released Claude Fable 5.2 and Mythos 5.2, saying Fable coordinated more than 1,000 agents over eight days to build a working operating system, Meta launched its tiny Muse Ember at $0.10 per million input tokens, Reuters reported Anthropic circulated IPO pricing of $70-$80 per share for up to $69.3 billion and then retracted it as inaccurate, Fireworks AI expanded its October breach disclosure, and six governments and ten companies signed the Paris Call while Australia announced a new AI safety regulator with six mandatory obligations for frontier companies. The AI Briefing is curated by Dr. Tim Johnson and produced with AI hosts. Sponsored by The Beatler — hear the new album 'Cancel the Apocalypse' on YouTube: https://www.youtube.com/@thebeatler — album smartlink: https://album.link/s/5RtUu4pLPz0z5MaqWkUo3H AI Generated

Anthropic reportedly agreed to pay $3.4 billion to take over 1.7 GW of Caterpillar gas generator orders from OnePWR Solutions, Nvidia's board opened an independent investigation into reports its CEO was targeted by foreign intelligence, a real-request Co-Design Bench test found the best coding agent fully completed only 26.4% of tasks, Bloomberg reports Apple pushing for an agentic Siri by 2027, Trump said he does not mind AI guardrails on 60 Minutes, and Elvis Presley rights holders and Eminem's publisher sued Suno. The AI Briefing is curated by Dr. Tim Johnson and produced with AI hosts. Sponsored by The Beatler — hear the new album 'Cancel the Apocalypse' on YouTube: https://www.youtube.com/@thebeatler — album smartlink: https://album.link/s/5RtUu4pLPz0z5MaqWkUo3H AI Generated

A PSI system running a non-public Anthropic model proves the Aaronson-Ambainis conjecture with a Lean-checked formal proof, Ricursive’s 65B Ripple and Nous’s Arete-27B show open models getting smaller and stronger, OpenAI’s BioBasicsBench finds agents still misreading wet-lab work, OpenAI closes $11B at $1.25 trillion while Anthropic’s IPO valuation talk slides, and five rivals back a common jailbreak rating scale. The AI Briefing is curated by Dr. Tim Johnson and produced with AI hosts. Sponsored by The Beatler — hear the new album ‘Cancel the Apocalypse’ on YouTube: https://www.youtube.com/@thebeatler — album smartlink: https://album.link/s/5RtUu4pLPz0z5MaqWkUo3H AI Generated

OpenAI launches GPT-6 Cyber, rated Critical for cybersecurity, with 48.5% on ExploitGym and a honeypot test for staying inside authorized scope, METR finds Anthropic improving its models about 1.9x faster — largely through AI-assisted research — Thinking Machines ships Inkling 2 Small with open weights pending safety tests, Google makes Gemini Omni 1.2 Flash generally available at 15 seconds and 30% cheaper, Claude gains read-only bank access, and OpenAI answers the data-center ballot backlash with a National Community Compact. The AI Briefing is curated by Dr. Tim Johnson and produced with AI hosts. Sponsored by The Beatler — hear the new album 'Cancel the Apocalypse' on YouTube: https://www.youtube.com/@thebeatler — album smartlink: https://album.link/s/5RtUu4pLPz0z5MaqWkUo3H AI Generated

Voters in 10 states limited or blocked data centers in 37 of 38 ballot measures called — with 76% telling NBC they oppose one in their own community — Moonshot publishes Kimi K3.1 Pro 1.56 TB of open weights (2.8T parameters, 104B active) on deadline, Tencent Hy4 gains vision and computer use, an OpenAI autonomous pipeline patches 948 Linux kernel privilege-escalation bugs, Claude helps resolve the first prokaryotic vault structure, and Uber reveals AI agents booked just four rides in Q3. The AI Briefing is curated by Dr. Tim Johnson and produced with AI hosts. Sponsored by The Beatler — hear the new album 'Cancel the Apocalypse' on YouTube: https://www.youtube.com/@thebeatler — album smartlink: https://album.link/s/5RtUu4pLPz0z5MaqWkUo3H AI Generated

A projected Texas governor's win on a data-center moratorium platform knocks AI stocks — Texas holds 27% of planned US data-center capacity — AMD posts a record $13.38B quarter with data-center revenue up 97% and 2027 growth guided above 80%, a careful rebuttal narrows yesterday's weight-editing claim, Google's new engineering exam shows the best agent passing all safety checks on just 41.3% of deliverables, and Postman is caught silently installing plugins into Codex and Claude Code. The AI Briefing is curated by Dr. Tim Johnson and produced with AI hosts. Sponsored by The Beatler — hear the new album 'Cancel the Apocalypse' on YouTube: https://www.youtube.com/@thebeatler — album smartlink: https://album.link/s/5RtUu4pLPz0z5MaqWkUo3H AI Generated