Jensen Huang is out at Nvidia; Jane Street rewrites its interviews; Claude Data switches itself on

🔥The day's one thing

🏢How organisations are changing

• Humble Bundle — Users report the games retailer's relaunched site dropped two-factor authentication at login — the password alone now guards accounts — and left some customers unable to download paid ebooks. It looks like AI-assisted shipping without security verification, and the thread splits on whether to blame the tooling or the humans. The evidence is a thread of user reports with no company postmortem yet; email login codes arrived an hour late. forums.spacebattles.com · from the Hacker News discussion

• Jane Street's interviews — The trading firm is trialing campus interview rounds with less code-writing and more software design, code review and use of LLMs, while most rounds stay traditional coding without AI help. A first mover changing the hiring signal now that generating code is cheap — expect interview loops and candidate prep to follow within a season or two. The trial began this summer, and candidates are explicitly not expected to arrive with a worked-out agent methodology. Jane Street blog

  “What we care about is that you think clearly about the tools you use”

• Devon C. Estes's team — An engineering leader of 15 years writes that his team stopped peer code review: Claude opens the pull request, and the ticket's human reviews and merges once CI is green and an automated review is clean. A candid early data point that AI changed the cost basis under old rules — useful when someone insists review can never change. It is one team, one month in, and the author admits long-term costs may still appear; he now advises broad fundamentals over deep specialisms. Devon C. Estes

🧾Vendors, pricing and risk

• Claude Sheets and Claude Data — Anthropic shipped Claude Sheets and Whiteboards in beta and made Claude Data generally available on paid plans, positioning Claude as where work starts rather than a chat you copy out of. Not an Excel replacement — Anthropic calls Sheets basic — but it pulls more team planning and data into the Claude tenant. On Enterprise plans the artifacts are off by default, but Claude Data switches itself on for everyone on November 19; Microsoft's shares closed down 2.2 percent on launch day. Anthropic

• Microsoft 365 — Microsoft's cloud suite dropped out across regions Thursday, cutting Exchange Online mail, Teams, SharePoint, Copilot and Defender XDR; the trigger was a large number of servers failing health checks, and Microsoft disclosed no evidence of a cyberattack. Email and agent traffic sit on one vendor here — and this is the second major incident since September's days-long authentication outage. User reports spiked just before 1 p.m. ET, and even Microsoft's own status pages were hard to load. SecurityWeek

📰News the board will ask about

• Anthropic's IPO — Anthropic's own IPO page sets the timetable: final price November 18, trading begins November 19 on Nasdaq under ANT, on Q3 revenue of $17.0 billion against a $23.3 billion net loss. The board will ask what your model vendor is worth; have the $70–78 range and the loss figure ready. The loss mostly reflects non-cash charges on convertible notes, and the European prospectus caps the price at $120 — far above the US range. Anthropic IPO page

• Chip Security Act — House Foreign Affairs chair Brian Mast said new chip export restrictions are "very likely" to land in this year's must-pass defense bill, with the Huang scandal adding momentum; one bill would build location-verification into advanced chips. Tighter controls raise the risk that GPU supply and your AI vendor's capacity promises get politically constrained. Mast wants Huang to testify within about a week and did not rule out a subpoena. Business Insider

🌍The big AI stories today

• Gemini 4 Hydrogen — Google's fast model for everyday coding and agents costs $1.50 per million input tokens — cheap execution models move your per-agent cost more than frontier launches. Google

• Unemployment Labs report — Forensic analysis says six recent Chinese models carry fingerprints of export-controlled Nvidia Blackwell chips — more fuel for the export-control fight that shapes your compute supply. Unemployment Labs

• wfx campaign — The CI secret stealer has now hit 8,900+ repositories, and 50 of the hijacked accounts publish packages — rotate CI and cloud secrets today. Endor Labs

💡One takeaway