Huang's exit leaves a gap, and chip challengers are pitching the memory wall
Fractile's chief argues bandwidth, not raw compute, now limits frontier inference. Bernstein warns Nvidia's long-term roadmap is the part at risk.
Updated 2026-11-15 00:00 UTC
11 stories, 42 Manifests cited.
Artificial Intelligence
Enterprise AI grows up: fewer bets, harder numbers, power contracts
JPMorgan Chase is cutting 1,000 tracked AI use cases to 50 strategic initiatives. CoreWeave expects $9 billion in customer prepayments in three months.
AI writes the code now. Humans can't read it fast enough — and open source just proved it
More than 40% of GitHub pull requests were started by AI agents in September. ESLint paid $51,000 to contributors in three years — then gave up filtering the flood.
Agents claim work they never did. Now we can count how often
LangWatch found 292 of 428 replies from a demo support agent claimed actions no tool call performed. The fix starts with measuring failures, not with better models.
Finance & Investing
Four critical flaws in one week, one already exploited. Patch SAP first
SAP's ICM2SHELL scores a maximum 10.0. An IRC flaw is already being exploited. A file-sharing bug gives anonymous attackers remote code execution.
Apollo: the Fed is behind the curve, and hikes may exceed what markets expect
Apollo's case rests on growth running above potential and prices still rising — and the bond market is already moving its way.
Anthropic's $1.4 trillion IPO test: bigger revenue than OpenAI, smaller compute bill
The All-In hosts put Anthropic's third-quarter revenue at $17 billion against $10 billion for OpenAI. The listing tests whether the market still pays up for AI growth.
Sports
Eleven straight one way, nine straight the other: the NBA splits early
The Spurs are winning by 38 points. The Bucks are losing on free throws and a reset the team's own show calls long-term. The Thunder are losing by one.
State Legislatures & Executives
Ten bills, one target: Texas concrete plants face a new permitting wall
SB 384 through SB 395 would push concrete plants farther from hospitals and schools, give big-city governments a veto, and force the state regulator to investigate neighbor complaints. Most provisions would take effect September 1, 2027.
Energy & Climate
Warming is not drying the world evenly. It is moving the water.
A Mediterranean drought made longer by heat, mountain snow shifting north, and tree planting that moves rain elsewhere: three preprints published on 14 November describe water being redistributed, not simply lost.
Cyclone risk is moving poleward while flood maps still lag behind
Three preprints published on 14 November describe one coastal risk from three directions: the storm zone is shifting, surge forecasts are improving, and flood extent maps cannot yet be trusted.