THE DEFOOR REPORT AS OF NOVEMBER 12, 2026  ·  TODAY'S REPORT →  ·  ALL DAYS

Massive Microsoft 365 outage disrupts Outlook, Teams, Copilot worldwideThe DeFoor Report Is Now in the ChatGPT and Claude App DirectoriesSPECIAL EDITION: NVIDIA
Jensen Huang resigns as Nvidia CEO after espionage scandal wipes out $1.4 trillion in market value

Image: The Decoder

Jensen Huang resigns as Nvidia CEO after espionage scandal wipes out $1.4 trillion in market value
DEFOOR REPORT

AI · ROBOTS · MONEY · JOBS · FOOD · SECURITY  |  UPDATED NOV 12, 2026 11:12 PM ET

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SHOW ME THE MONEY!

BIGGEST AI RAISES THIS WEEK

  1. OpenAI $11B
  2. Mercor $750M · Series D
  3. CesiumAstro $730M · Series D
  4. Fractile $720M · Series CThrive Capital, Founders Fund
  5. UFORCE $700M · Series A
  6. Agile Robots $500M · Series F

TOP INVESTORS · 30 DAYS

  1. Seedcamp 4 deals · $19.7M in rounds
  2. General Catalyst 3 deals · $300M in rounds
  3. Y Combinator 3 deals · $92.9M in rounds
  4. Heartcore 3 deals · $24.4M in rounds
All investments & investors →

CRYPTO

BITCOIN, ETHEREUM, STABLECOINS AND THE RULES

BTC $68,805 ▼6.7%ETH $1,934 ▼5.8%SOL $78.40 ▼5.8%XRP $1.01 ▼3.7%24 hr · CoinGecko

Bitcoin dips below $70,000 as Dollar Index hits 19-month highCircle hands USDC reserves to EU regulators risking higher feesNorth Korea's Binance hack faces U.S. crackdown as DOJ targets $1.2 billion in stolen cryptoSolana treasury Forward Industries flashes a 30% SOL discount, with a catchDOJ moves to seize $1.2 billion from Binance hack, disrupts North Korean deepfake schemeMore crypto news →NK hackers join memecoin trenches, xStocks adds Hong Kong equities: Asia ExpressHere’s what happened in crypto todayNorth Korea Stole $400 Million in Crypto Using Deepfake Video Calls, DOJ SaysStrategy stock sheds 5% amid MSCI index removal, Bitcoin sell-offWhy the Path to Quantum Resistance Runs Uphill for Bitcoin Wallet Makers

AI AGENTS

DOTS · MUSE · GROK BOT · INSTINCT · GEMINI SPARK · OPENCLAW

No, AI agents did not discover a previously unknown Maya siteMUSE Meta’s Muse expands paid call-placing feature to U.S. businessesMUSE Meta’s Muse AI agent can now make phone calls for US usersMUSE TikTok Parent Wants Its Own Answer to Meta’s Muse, and It Could Land Within WeeksOPENCLAW Securing persistent agents like OpenClaw at OpenAIMore AI agent news →OPENCLAW I locked down my OpenClaw agent with Claude Code – then dared it to escapeDOTS ChatGPT dots now let users pick which local computer runs a taskDOTS Apple’s agentic Siri could rival ChatGPT Dots and Meta’s Muse by 2027OPENCLAW I tried OpenClaw and Perplexity Computer, but ChatGPT Dots finally feels like a personal assistant

WHO WILL FEED US?

AG TECH, FOOD AND THE MONEY BEHIND THEM

FUNDING Agrifood Signals: Applied Carbon nabs $72m for biochar, redalpine & Just Climate close fundsFUNDING Amyris bets on sweet proteins with Oobli acquisitionAI USDA rolls out AI tool to catch crop report errorsAI AI is taking over R&D: What this means for the food industryROBOTS Fira USA: from autonomous narrow-track tractors to 15-metre-wide spot sprayersMore farm & food news →ROBOTS Study: Small field robots could cut onion growing costs by 75%ROBOTS Robots in the Orchard: Why Fruit Thinning Is the Next Big Test for Agricultural AutomationFUNDING South Korea’s SeaWith to Build $15M Cultivated Meat Facility in Food Tech HubROBOTS Naïo extends robot Oz with new plug-planting implementAI Beyond Crop Scouting: How AI-Powered Drones Could Reshape Precision Agriculture

ESSAYS & BLOGS

THE WEEK'S AI WRITING, ONE POST PER WRITER

NOTABLE ESSAYS

  1. Open Source AI Is the Path ForwardMark Zuckerberg · Jul 2024IN TODAY'S NEWS: OPEN MODELS
  2. Software 2.0Andrej Karpathy · Nov 2017IN TODAY'S NEWS: AI AND CODING
  3. On DeepSeek and Export ControlsDario Amodei · Jan 2025IN TODAY'S NEWS: CHINA AND CHIPS
AI Company Employees Should UnionizeWho Stands to Benefit From Jensen Huang’s Downfall?More essays and blogs →AI #194: Spy Versus GuyBreaking: Eli Lilly CEO becomes latest to push back on Dario Amodei’s ludicrous, Elizabeth Holmes-like medical claimsLocating the source of a mysterious beep with Claude🔥 Jensen Huang and the future of the AI boomNoah Smith and Azeem Azhar discuss the AI boomFable 5.2 and Jagged AGIImport AI 480: Self-sustaining space economies; AI for science progress, and Meta builds perfect hands for a superintelligence

AI IN HEALTH

MEDICINE, WELLNESS, HOSPITALS AND THE FDA

Despite concerns, AI becomes daily fixture in physician workflowsIs AI Really Saving Hospitals Money? A New Study Raises Questions About the Cost of AI-Driven CareSTAT+: New documents raise more questions about Medicare’s AI prior-authorization experimentGoogle Deepmind shifts genomics AI from bulk tissue predictions to single cell type resolution with AlphaGenome 2Oura makes bet on AI in healthcare with $625M Counsel Health buyMore AI in health →STAT+: Why this former ER doc thinks giving AI less information is sometimes betterGoogle Cloud debuts Gemini for healthcareSTAT+: MDCalc launches a ‘rumble strip’ for doctors using generative AI toolsSTAT+: Men’s use of chatbots for therapy, and earnings season highlightsSTAT+: Oura to acquire Counsel Health for $625 million, placing a big bet on AI care

AI LABS

Image: AWS Machine Learning

Deploy frontier AI models on AWS Trainium with SGLang-Neuron How Natera designed an agentic AI system for lab ops with Amazon Bedrock AgentCore Four Amazon Bedrock inference choices that affect cost LLMON: An LLM-Native Markup Language, now in Granite 4.1 3B and 8B Introducing Gemini 4 Hydrogen
Gondola doubles revenue as its team builds more with Codex Holiday Extras is rethinking what it can build with Codex Supporting research on AI and children’s safety More AI labs news →The Definitive Fine-Tuning Guide for 3D Generation Models Using wearables to enable cardiovascular-kidney-metabolic (CKM) risk profiling for personalized coaching
AlphaGenome 2: Deciphering how cells read DNA to better understand disease ChatGPT Plus for veterans and servicemembers BotPsy: On-Device Personal Assistant with a Sub-Billion-Parameter Agentic Language Model How AI Helps Recyclers Turn Mixed Waste Into Reusable Material Token Pooling-Aware Training for Multi-Vector Embedding Models
Gemini 4 Carbon is now available NVIDIA Expands Open Source Commitment With OpenShell Contribution and New AI Infrastructure Introducing AlphaProof Code: a breakthrough in verifying complex software at depth Exploring the world's languages with Language Explorer Gemini Robotics 2.5 accelerates real-world general dexterity
Practice Makes Precise: At CoRL, NVIDIA and Partners Reveal How Robots Rehearse Delicate Work in Simulation NVIDIA Announces New Planned Investments in Korean Startups at the MSIT-NVIDIA AI Startup Partnership Forum

SPECIAL EDITION NVIDIA

All the Nvidia news, with 26 headlines from the world press →

THE LLM WARS

ANTHROPIC · OPENAI · GOOGLE · GROK · CHINA · OPEN MODELS

CHINA Huawei Cloud Sets November 16 Launch for CloudRobo-WM1.2, Its First Ascend-Native World ModelANTHROPIC Claude Meetings lets Anthropic's AI join your video callsOPENAI How Amplitude ships product improvements in 1–2 days with OpenAIGOOGLE Google's Gemini 4 Hydrogen outscores the bigger Argon just four weeks after its launchGOOGLE Google rolls out Gemini 4 Hydrogen, finally replacing 3.8 FlashMore LLM news →GOOGLE Google faces calls for AI moratoriums in schools after Gemini pilot backlashOPENAI OpenAI’s data suggests that frontier models are hiding their thoughts because developers optimize for capability and computeCHINA Baidu Puts ERNIE Lightning Reasoning Model and ERNIE-Wizshot-ME Expressive Video Model on QianfanCHINA ByteDance Releases Seedance 2.5 Flash, a Faster Video Model Priced About 34% Below Seedance 2.5ANTHROPIC Taiwan’s chipmaking giant TSMC to invest $1B in Anthropic, OpenAIANTHROPIC Anthropic's IPO roadshow videoGROK Grok Build coding agent leaks oodles of confidential info, some belonging to SpaceXSI

WHO GOT HACKED

FBI Says US Seized $1.2 Billion Worth of Cryptocurrency Stolen From BinanceNew worm-like 'SCKit' malware targets MSPs in ScreenConnect attacksHackers compromise 4,800 GitHub accounts to steal cloud credentialsTSMC has reportedly leaked the personal data of 46,000 employees, but emphasized that no evidence of intrusion was found in the system.Ransomware Without Data Theft Can Still Trigger Mandatory Breach Reporting Under India’s DPDP Law: K7 CyberSecurityMore hacks & breaches →Extortion Group Luna Moth Flits Into Law Firms a Second TimeThreatsDay: 59 Linux Kernel Bugs, Falcon Spyware, GSocket Backdoors + 17 More Stories

NEW IN HAVE I BEEN PWNED

YouHack: 7,160,849 accountsСберСпасибо (SberSpasibo): 3,288,711 accountsHarvard: 850,537 accountsAfD: 345,439 accounts

Breach data: Have I Been Pwned (CC BY 4.0)

FAILED & FOLDED

AI COMPANIES AND PRODUCTS THAT SHUT DOWN OR WENT BANKRUPT

Tesla to wind down Cybertruck production as Elon Musk focuses on robotics and AI

AI POLICY & GOVERNMENT

LAWS, RULES AND HOW GOVERNMENTS USE AI

United Kingdom-Norway Joint Statement of intent on Artificial IntelligenceGilbert + Tobin rethinks the business of law with AISovereign AI and British Business Bank invest in British firm developing the next generation of AI hardwareNancy Pelosi’s replacement is ready to regulate AINew York’s RAISE Act 2.0 would expand AI oversight, according to safety expert

INTERNATIONAL

INDIA Samsung in talks to buy data center cooling firm ModineCHINA Former Cainiao CTO's Robot Startup Joins Double 11 Warehouse Work, Reports Nearly 5,000 Unit OrdersCHINA ACE Robotics Pairs Mundo World Model With Self-Improving Skills to Run a Hotel Laundry WorkflowKOREA Samsung, SK hynix gain over 2% despite Nvidia sell-offKOREA Seoul shares start sharply higher following Nvidia's leadership changeMore international news →UK The rise of 'housefishing' - when does using AI go from enhancing to misleading?EUROPE Jensen Huang’s Nvidia exit shakes European techCANADA Coraltalk wants universities to stop chasing AI cheaters and start measuring learning

DAVID AND GOLIATH

SMALL TEAMS TAKING ON THE GIANTS

ADOBE Inkscape is good enough to replace Illustrator for everything I make, once I fixed the defaultsADOBE I ditched Adobe Acrobat for a self-hosted alternative and I won't be going backADOBE The best Adobe Illustrator alternatives for all budgets and skill levelsGOOGLE I replaced Notion with TickTick on my Google Pixel to get faster daily task managementMICROSOFT Axon vs. Figma: Hardware Safety Tech Meets Cloud Design SaaS in 2027 OutlookMore David and Goliath stories →THE BIG APPS I tried 5 open-source Canva alternatives for a month, and only one stuckTHE BIG APPS After a month with 4 Notion alternatives, only one beat Notion on databasesTHE BIG APPS Axon Enterprise vs. Figma: Do Tasers or Cloud Services Make for a Better Stock Buy for 2027?

AI NEWS

Photo: Rathke | Getty Images / Ars Technica

FAA expands AI advice to manage air traffic congestion across entire US airspace The Work Moves Outward Muse can now place calls to US businesses — if you pay Nebius tests the neocloud playbook with $40 billion in planned spending Jensen Huang Didn’t Name His Own Replacement as One of Tech’s Most Powerful Women
Google’s latest Search upgrade promises better answers to your most complicated questions Oh, Palantir is ‘progressive’ now, is it? Google DeepMind Staff Tap the UK Government to Escalate Their Unionization Fight More AI news →United Airlines blocks AI agents from booking flights, citing cybersecurity risks Read Nvidia’s internal emails about the ‘extraordinarily difficult period’ amid CEO shakeup
Google pushes privacy angle as Gemini-powered smartglasses debut starting at $395 Meet Colette Kress, Nvidia’s New Interim CEO I reviewed the Apple HomeView, ask me anything ElevenLabs Scribe v3 Live uses conversational context to stop voice agents from cutting off callers mid-sentence The backlash about data centers might really just be about electricity
Innovating with AI in the special chemicals industry

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AI AND JOBS

WHO'S HIRING, WHO'S CUTTING, AND THE WORK ITSELF

Ellavox Is Now Ellaworx AI - Reflecting Growth from Voice AI Specialists to Enterprise AI Workforce ProviderNew Vida Survey Finds Businesses Racing to Build an AI Agent Workforce, but Traditional Management Practices Still Catching UpExclusive: Gainsight cuts about 270 jobs as it refounds business around AI agentsAI-related job creation to outpace losses by 2030, says GartnerPeople can’t stop trolling AI job ‘interviewers’Australian companies face 'AI washing' claims after wave of job cuts, offshoringMost solopreneurs turn to AI before hiring others, data suggests. Here’s whyManaging AI Agents Like Employees: 6 Processes To RethinkMore AI and jobs news →AI-Driven Tech Layoffs Could Trigger a 1.6 Million Job RecessionWhite-Collar Hiring Hit Its Fastest Pace Since 2022 Despite AI Job FearsIs AI taking white-collar jobs? What the latest numbers tell usAmerica's newest small business owners with no employees are off to a hot start in AI eraThe AI boom isn't wiping out white-collar workers — but it's changing the skills you need to get aheadThe jobs said to be most threatened by AI are actually increasing

NOW HIRING

1,417 open AI roles · 375 new this week · most wanted: Solutions & customer · top pay $850K

TRUIST Data Scientist I Atlanta, GAPERPLEXITY Growth GTM Engineer, Revenue Operations San FranciscoADOBE 2027 University Graduate - Data Scientist San JosePATH ROBOTICS Deployment Engineer Columbus, OhioCITI Machine Learning Analyst-Python and SQL 2 LocationsAll active AI listings →Hiring for AI? List your jobs →

AI & TECH IN EDUCATION

SCHOOLS, TEACHERS, STUDENTS AND CAMPUSES

Google faces calls for AI moratoriums in schools after Gemini pilot backlashNew AI Learning Matrix Brings Nuance to ‘Wild West’ MomentAfter Google warns schools about disabling AI feature, Chicago protesters say ‘we don’t want your Gemini’Classroom Technology Use: Separating Educational Screen Time From Personal UseHow K-12 IT teams can improve incident response times and neutralize cyber threatsMore AI education news →Majority of students report misusing tech during school hoursTEACHER VOICE: The future of personalized learning cannot be built on technology aloneThe Day the Take-Home Essay Died: How I Stopped Grading AI and Started Designing Real LearningMemphis parents complained of a school laptop shortage. Now MSCS wants to buy 25,000 more.The Surprising Place Young People Get Emotional Support? AI

TOP TECH, AI & BUSINESS PODCASTS THIS WEEK

RISING FAST Hard Fork up 1,335% on last week · now #2

  1. 1All-In: Freedom vs. Safety: Axon CEO Rick Smith on the Future of Policing1M views this week · 2 episodes
  2. 2Hard Fork: Inside the Downfall of the Most Powerful Man in A.I.559K views this week · 3 episodes NEW
  3. 3Moonshots: Jensen’s Spy Probe, Anthropic’s Debut Week, and Elon’s 30M Robot Workforce460K views this week · 2 episodes ▼1
  4. 4Prof G Pod: Michael Lewis: DOGE’s Young Men Led With Cruelty and Contempt223K views this week · 5 episodes ▼1
  5. 5TBPN: Jensen Huang Resigns as NVIDIA CEO135K views this week · 11 episodes NEW
Complete list: all 18 shows by weekly rank →

THE ROBOTS ARE COMING!

ROBOT ROLL CALL: where each one stands →Ten humanoid robots side by side, drawn to scaleMars robot swarms to use star sensors, radio beacons for autonomous navigationXPENG expands UK operations with new vehicles, robotaxis and humanoid robotsArs Live: What drone attacks on data centers mean for modern life in the cloudNVIDIA replaces CEO amid China AI and robotics concernsGXO Expands Apptronik Partnership to Scale Humanoid DeploymentMore robot news →Viam Launchpad aims to accelerate robotics deploymentsRunway’s Praxis-1 world action model for robotics is now availableWhalesBot Introduces EliteMind Physical AI RobotESTUN Robotics integrates RoboDK simulation software to accelerate European expansionCainiao introduces upgraded climbing robot with four-side retrieval and denser storage

AI FOR ENTERTAINMENT

HOLLYWOOD, MUSIC, TV AND GAMES

beatBread forms advisory board including executives from Meta and SunoGDC State of the Game Industry report: 40% of developers are using generative AI for workElvis Presley Enterprises is putting Tennessee’s ELVIS Act to the test in its voice-imitation lawsuit against SunoHouse House clarifies use of AI tools in Big Walk's "final stage of development"

AI AND RETAIL

ONLINE AND BRICK-AND-MORTAR

Nectar launches an AI agent to automate creator discovery and outreach for brandsAI chatbots are recommending fake retail websites, study findsWalmart more than doubles planned drone delivery sitesHiring AI search help for a U.S. beauty launchTarget has an AI chief. Does every retailer need one?More AI retail news →Walmart, Zipline teaming up to launch 300 additional drone delivery

BUILDERS & RESEARCH

Image: Simon Willison

llm-gemini 0.37 Gemini 4 Hydrogen and Orchestrator Gemini 4 Hydrogen Gemini Decisions API aws-emulator
Browse tools.simonwillison.net by tag llm 0.37.2 Claude Whiteboards, Claude Sheets, and Claude Data More builders & research →Life on Claude Nine Claude Fable 5.2 scores 65 on Artificial Analysis, highest so far
Claude Fable 5.2 and Mythos 5.2 Google Gemini routes personal Drive files and emails to human annotators