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Welcome back, AI Admirers!
Breaking News: Nvidia's board met late Wednesday to decide whether Jensen Huang stays on as CEO, and no decision has been announced yet. The Wall Street Journal reports the board was preparing to remove him, and the stock fell more than 8% after hours.
Get ready to dive into the latest happenings in AI.
📢 Today's Headline:
Jensen Huang's job hangs in the balance
United bans AI agents from booking flights
CoreWeave's revenue nearly triples
Try This: a 2-minute check for your biggest single point of failure
Money Moves & Tools Worth Your Time
Today’s Poll and Results
Read time: 4 minutes. Short on time? Read By the Numbers and you’re caught up.
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By the Numbers
📉 $600 billion
Roughly what Nvidia will have lost in market value since its board began investigating its CEO on Sunday, if the after-hours drop holds.
🎲 88%
The odds Polymarket traders put on Huang resigning or being removed by the end of the year, as of late Wednesday.
🚀 $3.66 billion
CoreWeave's revenue last quarter, up from $1.37 billion a year earlier. It still lost $709 million.
Hand-picked News
The company that powers the AI boom may be about to lose the founder who built it.
What happened: Nvidia's board met late Wednesday to consider whether Huang should remain CEO, Reuters reported, after the Wall Street Journal said the company was preparing to remove him. It follows reports that US intelligence believes a woman he had a relationship with is a Chinese spy, plus a New York Times report of a second relationship with an executive who reported to him.
Why it matters: Huang, 63, has dozens of direct reports, and the roughly $4 trillion company reportedly has no succession plan. Nvidia shares fell more than 8% after hours, while rivals AMD and Broadcom rose 4% and 3%.
What’s next: A majority of Nvidia's 11 directors can remove the CEO. Analysts point to CFO Colette Kress as a possible interim chief, and Nvidia reports earnings on November 17.
The AI boom runs on Nvidia. Nvidia has always run on one man.
💡 What it means for you: If your business leans on one person or one supplier, today is a good day to write the backup plan. The prompt in Try This Today does it in 2 minutes.
Your AI assistant can plan the trip. United won't let it buy the ticket.
What happened: United said Wednesday it is restricting unauthorized third-party AI agents from its digital booking platforms. The block also covers agents that come in through online travel agencies and fare aggregators.
Why it matters: United calls agents “an unacceptable risk”: exposed passenger data, purchases you didn't mean to make and unwanted changes to MileagePlus accounts. It also says AI bookings could skip steps that need a human, like confirming your bag holds nothing dangerous.
What’s next: United will write the restriction into its conditions of carriage. Other airlines are likely to watch closely.
AI agents keep getting smarter. The doors keep getting locked.
👀 What to watch: Whether United names any “authorized” agents. That would turn a ban into a toll booth.
The company that rents out AI chips just beat its own forecast and raised its outlook.
What happened: CoreWeave reported third-quarter revenue of $3.66 billion, up from $1.37 billion a year earlier and above its own forecast. It raised its 2026 revenue guidance to between $13.0 billion and $13.3 billion, and still posted a $709 million net loss.
Why it matters: CoreWeave plans $37 billion to $39 billion in capital spending this year, a sign that demand for AI computing isn't slowing. The stock closed up 24.7% on Wednesday, then gave back about 6% after hours as the Nvidia news hit.
What’s next: The CEO expects about $9 billion in customer prepayments and deposits over the next three months.
Revenue nearly tripled and it still lost $709 million. That's the AI business in one line.
🧠 Our take: Customers paying billions upfront is strong proof that AI demand is real. But one supplier's scandal moved this stock 6% in an evening, and that dependence is the real risk.
Try This Today
⚡ Find your team's biggest single point of failure in 2 minutes
Nvidia is worth about $4 trillion and reportedly has no plan for losing one person. Check your own team. Copy this prompt into ChatGPT, Claude or Gemini:
Act as a board advisor. Here is how my team or business runs: [paste a short description of who does what]. Name the 3 people, suppliers or tools we could not operate without for a month. For each one, give the risk, one early warning sign and a backup step I can finish this week. Keep it under 200 words.
Works for founders, team leads and anyone who is the only person who knows how something works.
Quick Poll
Today’s Poll (one tap to vote):
Nvidia's board may remove Jensen Huang. Can Nvidia stay on top without its founder?
Vote today, see the results tomorrow!
Previous Poll:
OpenAI lost $10.9 billion in just 3 months. Is the AI boom a bubble?
A: Yes, it's a bubble 🫧 – 100% 🏆
B: No, it's the cost of winning 🚀 – 0%
It was a quiet day at the ballot box, but the vote went one way: bubble. When a company loses more than it earns, we understand the worry. Today's poll takes one tap, so tell us what you think.
Money Moves
🧑💻 Mercor raises $750M at a $20B valuation - The startup that trains and tests AI agents for big companies just doubled its value.
🤖 Path Robotics lands a $300M Series E - Its recurring revenue is reportedly up 17x in 18 months.
☀️ Reflect Orbital raises $73.5M - The Sequoia-backed startup wants to beam sunlight to Earth after dark.
📡 Cisco reports earnings today - It forecast $18 billion to $18.2 billion in quarterly revenue, and investors will be watching its AI orders.
Tools Worth Your Time
🧮 Gemini Decisions API Paid
Google's new API scores up to 1,000 questions against one input and returns probabilities instead of text, at a reported $0.10 per million input tokens.
Best for: teams that sort, moderate or route content at scale.
🧪 AWS local emulator Free
A free stand-in for more than 200 AWS services that runs on your own machine. AWS says AI agents wrote the code.
Best for: developers who want to test cloud apps offline without a bill.
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💬 One quick favor
Hit reply and tell us: should Nvidia keep Jensen Huang, yes or no? We read every reply, and it helps your inbox know you want these emails.
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