Huang’s Gone, So Who’s Next to Lead NVIDIA? - DTNS 5393

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1:27Sarah Lane: For the Y Financial Times.

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2:34What a week. This is the Daily Tech News for Thursday, November 12, 2026. Tell you what you need to know, give you important context, and help each other understand what's going on with Jensen Huang.

2:44Sarah Lane: Yeah, so today, some big news. Who is going to run NVIDIA now? Maybe it's me. Maybe it's you, Tom. Maybe it's, I don't know, Tim Cook. Probably none of us. Probably not. But we have some good ideas of who might take the reins. Yes, let's look forward. I'm Tom Merritt. And I'm Sarah Lane. Let's start with what you need to know with that very large story. So yeah, Thursday morning, NVIDIA announced that Jensen Wong has resigned as CEO and board member. It was just Monday when we announced that he had admitted to having an affair, but he was sure there was no intelligence problem, and he looked forward to the investigation.

3:26You take one day off and then suddenly it all fall apart. Colette Kress, who has been NVIDIA's CFO for 13 years. Chief financial officers don't usually stay with the same company that long. So a good long run for Colette Kress, knows the company very well, will be the pair of steady hands to take over as interim CEO. But the company is seeking a replacement. NVIDIA has earnings next week and, of course, is getting near the end of the fiscal year. so busy time for a CFO when they're not having to run the rest of the company during a crisis. So Godspeed, Kallak Kress. Harvey Jones, now also chair of NVIDIA's board of directors.

4:07NVIDIA, rather famously in the financial world, didn't have a board chair previously. They tried to spin that as an advantage. But apparently, as soon as your CEO steps down for having two affairs, you decide you need a chair. Huang, of course, co-founded NVIDIA in 1993 with Curtis Priam and Chris Malikowski. So he has been there from the start. He is the rock star CEO. But on Sunday, as we mentioned, Huang admitted to having an affair with a Chinese woman who ran a Singapore-based data center operator. and then Wednesday on the holiday New York Times reported that Huang was also found to have had an affair with an Nvidia employee I think that's probably what sunk this ship it might have eventually gone down because of the affair with the Chinese woman if it had turned out that they could show that some intelligence leaks had happened but as soon as you get caught having an affair with one of your own employees and you're the CEO and co-founder it's kind of curtains for you.

5:12Interim CEO Kress has pushed back on some of the more aggressive debt structures that Huang had advocated in the past. That's where NVIDIA helps finance loans to purchase its chips. So it'll be interesting to see what happens there. NVIDIA's board has hired an outside firm to identify potential CEO candidates. Kress is on the list. Any interim CEO usually is. My guess is she would rather stay a CFO. NVIDIA VP Ian Buck also on the list. He invented the CudaCore, the software that runs inside of NVIDIA chips that makes them very productive. He also runs products for data centers. He's not seen as someone who has operational experience.

5:51If you're a CEO, you need to not just be good at the hardware or the product, but also good at the operations. Some outside candidates that are being batted around include ARMS CEO, Rene Haas. I don't know about you, but I kind of call him the front runner. He previously worked at NVIDIA. NVIDIA almost acquired ARM in 2020. They couldn't get regulatory approval. So it seems like a familiar face who works in a very similar world at ARM might be a good choice. Other names on the list, AMD CEO Lisa Su, who leads NVIDIA's closest competitor, AMD, although it is a smaller company at this point. Apple's chief of hardware, Johnny Sruji, has been batted around.

6:33He developed Apple Silicon, which has been an incredibly successful in-house chip project, probably one of the more successful ever. Again, not someone who's seen as having the operational experience you might need. The head of AWS, Matt Garman, has a lot of the deal-making chops that Jensen Wang had, and that's the kind of thing needed in the world of cloud data, so his name's in the mix. Micron CEO Sanjay Mehrotra, very successful chip company there, very similar, although it's about memory, not GPUs. Google's Aman Vodat oversees Google's TPU chips, one of the closest competitors to NVIDIA BlackBowl chips.

7:11That might be my number two choice because it's such a close competitor here. And of course, it'd be a feather in NVIDIA's cap to get somebody from Google over there. Outside possibility might be Huang's son-in-law, Nico Caprez. He does cloud sales and data center deployments. A lot of the stuff that Jensen Huang was doing in these last several years. His wife, Madison Huang, works in NVIDIA's software division. That is Jensen's daughter. And as we mentioned on Monday, Huang's son, Spencer, also works in NVIDIA in robotics. But neither of the children are being considered. I did see a couple people say Nico might.

7:47What effect is all of this going to have on NVIDIA? Well, a lot of that depends on which of these names takes over or what ends up being the decision. But the big thing that will be different is Huang's ability to make those deals. He has personally stepped in to save potential partners like CoreWeave or projects like OpenAI's Ohio Data Center, and the list goes on. As I mentioned, Kress has been a little resistant to some of these big debts. Without him, suddenly$124 billion in investments, debt financing, and other financial arrangements no longer have the personality who struck the deal, keeping them solid.

8:20Of course, that doesn't mean they go away, but it means you've got new people to talk to to maintain these and a new person that's going to have to strike new ones if they're going to keep striking new ones. So, Sarah, I don't know. You got a favorite in this race?

8:36Sarah Lane: Where do I start? Oh, my goodness. Favorite in the race, I really don't because I didn't expect to wake up to this news today. I knew that NVIDIA was, you know, Jensen Wong had done some stuff that made a lot of people uncomfortable, to say the least. Um, uh, I didn't know about the, you know, in office personal affair, which for the most part, if you have a subordinate and something like that comes out, uh, you get in trouble. So that's not really that weird. Um, it's just on top of everything else. So I think that that may be why he ended up walking or was forced to, uh, so, so there's that, but yeah, as far as who takes over.

9:25Sarah Lane: I don't know. AMD CEO Lisa Su, that would make a lot of sense. Does she want the job? Not sure. Not sure. And Jensen Wang famously was great at making deals. NVIDIA has been, you know, an absolute powerhouse for years and years and years because of his leadership. How does it change? You know, in the interim, probably not all that much because everything's still in place. The earnings call next week will be interesting. But yes, going forward, long term, because there are a lot of competitors, you know, who takes the reins? Yeah, I think Lisa Su is a good choice in that, you know, AMD has made great strides in passing Intel.

10:18However, I don't see her as the same kind of leader as Jensen Wong. That doesn't necessarily mean that that's a bad choice. Maybe that's exactly what you want as someone who's not the same kind. Right? And so that could be a good choice as well. I think NVIDIA is going to be fine. There was some talk in our Discord of like, oh, that's going to be it for NVIDIA. And I've even seen some of the press headlines like, oh, this imperils the AI revolution. I think that's overstating it. NVIDIA is a big company with a lot of competent people working there, making a very good product that's not going to go away tomorrow.

10:55What is imperiled for NVIDIA is their future. Right now, they have a history of Jensen Huang being very good at negotiating the changing tides. And NVIDIA went from being a company that made GPUs for gamers to being the dominant GPU company to being a company that made GPUs for special purposes like Bitcoin mining. to being the premier data center chip operator that is now the most valuable company in the world. Is there a CEO that can keep that going? I don't know. I don't think anyone knows. But NVIDIA is going to be very different. It will continue to be a very good business, whoever runs it.

11:35And unless they appoint someone who's incompetent or does a bad job or risky job, I don't think NVIDIA goes away or slides even. I think they remain strong for many years to come.

11:46Sarah Lane: Yeah. A company which is at NVIDIA's size, and you could say NVIDIA, Google, Apple, Amazon. I mean, there are so many things in place already that you don't just sort of say like, okay, new CEO, see what works, and everything falls apart. Yeah, right. Because everything was already in place. That's the point. But yes, as you mentioned, going forward, in two years, do we have the right CEO? When I say we, I mean NVIDIA. I do not have any stake in that game. Although Jensen Wang has, I believe, 3.5 % of the company still. That's about right, yeah. So it's not like he's walking away penniless, that's for sure.

12:35Sarah Lane: He'll be fine. And, you know, he may land somewhere new sooner than later as well. Yeah, I think that's another thing I've noticed. Some people saying, oh, this is a huge loss to the tech world. Whether you think it's deserving or not is immaterial. Jensen Huang, as the head of NVIDIA, was someone who was making a lot of things happening and propelling things forward. I think he probably still will be. He won't have the influence he had. He has lost a lot of influence, not just by no longer being the CEO of NVIDIA, but by the fact that a lot of people won't want to be associated with his name for certain things.

13:14But it doesn't mean he goes away. It doesn't mean that he doesn't reinvent himself and rise back up somewhere else later down the line. I mean, that's an outside possibility is that in five years we're talking about some other company founded by Jensen Huang that is doing something very interesting. so you you can look at that on the horizon as well that may or may not happen we'll see how how bad this sticks to him especially because we're not done with the investigation on Alice Wong I think that's going to make a lot of difference on the future of Jensen Huang himself let's talk about that real quick Megaspeed founded by Alice Wong no relation to Jensen but did have an affair with him is suspected by U.S.

13:57intelligence agencies of passing information to the Chinese government. Wall Street Journal also reporting that Kong Wei, the co-founder of Megaspeed, introduced Alice Wong to Jensen. Oh, and by the way, Kong Wei is Alice's husband, reportedly, and knew about the affair. I wouldn't go so far as to say he was fine with it because I don't know, but apparently quite well aware that this was going on. Now, Alice Wong is definitely a person of interest. Whether she got secrets out of Jensen Huang or not, we don't know. But Taiwan says it has revoked Alice Wong's entry permit and barred her from returning to the island while it investigates allegations of intelligence gathering.

14:39This before any of this blew up this week. Also before this stuff this week, Singapore barred her from leaving in 2025 and then in February of this year found that she had given false information during an investigation, didn't find her guilty of anything else, though, so sent her away and barred her from returning to Singapore. Quite inconvenient, since Megaspeed was based in Singapore, which is why it's now unclear what her relationship with Megaspeed is, but she's no longer listed as a CEO. Alice Wong has reportedly been in China since February. That is a little murky, but that's what people are saying.

15:16Kong Wei was detained in Shanghai earlier this year on questions of stock manipulation by the Chinese government, but recently shared a photo of himself at Stanford University in California with a bunch of friends.

15:29Sarah Lane: Just having fun. Just, you know, hanging out, visiting the tree and all of that. There are still discrepancies in NVIDIA's records on how many chips were shipped to Megaspeed and where they ended up. Also getting a lot of attention suddenly is that last year NVIDIA stopped breaking Singapore revenue out separately. That happened in July 2025. That was shortly after the company put Megaspeed on an internal block list in June. So it's not like they weren't aware that something was up at Megaspeed. And Jensen Wong still has some explaining to do. Bloomberg sources say he has agreed to testify to the U.S.

16:05Congress before the end of the month. It'll be a closed-door session, but the testimony will be recorded on video and transcribed. So we should have public availability of what he says. And of course, U.S. Speaker of the House Mike Johnson, not speaker for much longer, but he is speaker right now, says that they are building consensus to put in tighter export controls. Reuters reports that Chinese companies are hurriedly buying capacity outside of China where it's still legal before any of those controls are widened, preventing that. So I think we still are going to have a lot of news about what Alice Wong knew when she knew it.

16:40And did Did she know any of it because of Jensen Huang?

16:43Sarah Lane: Well, and so much of this is, okay, there were indiscretions with the CEO of a company. Wouldn't be the first time. You can have whatever feelings you have about that. But how does this affect so many other companies that NVIDIA and others have worked with for years? You know, startups, partners, competitors. competitors this is it's a really unprecedented shake-up that i think uh makes a lot of people nervous obviously the stock market is very nervous about this um that might that might uh shake itself out um just because people say well hold on a second like what actually went wrong here yeah those kind of fluctuations come and go for a lot of reasons right right right but uh but yeah, crazy, crazy days for NVIDIA.

17:38Yeah. And there's a lot of other smoldering fires out there that we didn't talk about. There's members of the U.S. government who have been resistant to restricting NVIDIA sales more while other members have been pushing for those sales. And obviously - So you have some finger pointing.

17:56Sarah Lane: Yeah. Jensen Wang, very active in getting the U.S. government not to put more restrictions on it. that looks bad now in the light of like, oh, maybe he was sleeping with a spy. But also, if he never had met Alice Wong, he'd be doing the same thing because he wants to sell more chips to more people and make money. And I guess it's the other part of this that we need to make sure we address is there are all those financial obligations, all those debts that NVIDIA has been backing, and they need to make sure that those businesses continue to flourish. Jensen Wong was doing a lot personally to try to make sure that was happening.

18:32If you don't have as energetic of a CEO in that respect, does Nvidia get in financial trouble at some point? Again, I don't think it brings them down, but it could definitely hamper their ability to continue to develop things and give competitors a chance to get an upper hand on them.

18:47Sarah Lane: And I also think that, you know, as we're, I'm, I, I have my own feelings about this whole thing, but also, So, you know, the idea of sleeping with a spy as opposed to working with a spy. OK, not exactly apple to apple, but working with a spy is is is the issue. Yeah. The sleeping with it is just more salacious and makes you think like, oh, maybe he said some things in a situation he wouldn't have said otherwise or something like that. Right. Yeah. But but, you know, there there's no way to know. Yeah. Well, unless everything's been recorded. I was going to say, if there is a way to know, people are trying to figure out how to know it as soon as they can.

19:31And of course, China denying any of this as they as they would. I think it's a little hilarious for China to act as if they would never spy on anyone. But maybe this wasn't their spy. Maybe they're looking at us.

19:43Sarah Lane: We would never. Who would ever spy on another country in this day? Not cool. Yeah. But sure, maybe Alice Wong was not a spy. She certainly was a mover and a shaker, doing a lot of investing and a lot of moving. We talked about a lot of that background on Monday. So that part of the story is not over yet. We've basically bifurcated into two trails here. What actually is going to happen with the Alice Wong story and the chip restrictions that may or may not be increased because of it? And what's going to happen to NVIDIA? Who's going to be running them in the future? So we will keep track on both of those.

20:20Sarah Lane: And also the whole Singapore saying you can't leave and then saying, well, okay, you found out a way to leave. Now you can't come back. Yeah, well, just to be clear on that, Singapore said you can't leave because we're investigating you. Didn't find any evidence of criminality, but did find that she made false statements when they were interviewing her and said, fine, you can leave now, but don't come back. You lied to the police, so you're not welcome here anymore. Yeah. Well, you know who is welcome, Tom? Who? That would be everybody who listens and watches our show each and every day. Thanks to Hugh Arai, Justin Zellers, Chris Beneteau, and Jeffrey Zilks.

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24:23Let's get to the briefs. Oh, thank God.

24:26Sarah Lane: Apple announced it's permanently closing its Apple support community forums on November 20th. I'm not super excited about this, just getting off the NVIDIA news. The site stopped accepting new posts on November 10th. You might have noticed that. Everything is now read-only. So it's there, but you can't add anything. Apple's been offering user support forums since 1998, starting with Apple Tech Exchange. If you remember that, then, you know, kudos to you. It went through a few name changes over the decades, but basically it was community-supported forums. The company told MacRumors it was looking at strategy and customer needs, and this was just the decision it made.

25:09Sarah Lane: Probably too many other options online otherwise. And the official Apple support site is still there. That hasn't gone away. And users can still contact support directly. So if you are aware of the metric ton of other Apple support communities around the web, maybe you'll make some new friends there. Yeah. The only negative to this is taking away a forum for people to try to help each other. But like you said, there's plenty of other places for you to do that. And I never found the Apple support communities to be consistently helpful. Occasionally, very helpful. But those were the exceptions, not the rule.

25:49Most of the time I went to a thread that said, I have this problem. And then people going, well, why do you want to do that? Rather than actually giving them a solution or giving them a solution that didn't work. And people saying, hey, I tried that. It didn't work. And then the thread ended. So I think it's probably better for Apple to just say, yeah, you want support? Contact us. We're going to have support pages that you can find. And with the rise of chatbots, I'm sure Apple wants you to use Siri to do support on your Apple stuff. but there's also Gemini and ChatGPT and Claude and all these others that you can get help from as well.

26:23Sarah Lane: Well, and like you mentioned, not every support forum is going to give you the advice that you actually need. And that's the beauty of community support forums, right? You know, it's like you just sort of say like, no, that's not really what I wanted to do. And then somebody comes in and says, here's your solution. You're like, thank you. Oh, my gosh. Yay. You've saved the day. Apple doesn't really want people to do things like that. Apple wants to do it itself. That is the Apple way. So, you know, you've still got Apple supports. And, you know, that itself, I mean, in my experience, is sometimes hit and miss.

27:03Sarah Lane: But, yeah, I can see where the company is like, you know what? Everybody else is doing it. Let's just, let's get rid of this. Well, there was a time when Apple's support forums were the only place where you could find information about something. It was incredibly frustrating. That has changed over the past several years. And now you get actual support pages that give you how-tos, which is usually what I want. So, you know, end of an era, certainly. But I don't know that it's an era that I'm going to miss particularly. What might have been the big story today, if it hadn't been for Jensen Wong, is the launch of Samsung's Android XR smart glasses through Warby Parker and Gentle Monster.

27:40processor samsung providing the hardware now these are not display glasses they're just audio but they do have a camera a directional mic and open ear speakers you interact with the device by either saying the wake word and then you continue having conversation you have to keep saying the wake word or you can tap a touch sensitive area on the frames and that wakes it up as well battery lasts up to nine hours and then you can recharge it in the glasses case up to seven times before you have to charge the glasses case let's talk about the camera though because that's what everybody gets all prickly about when you've got smart glasses.

28:11It is a 12 megapixel wide angle camera that can take photos and videos. But here's what Google is trying to do to allay your concerns about that. Recording light comes on when the camera is active and can detect if it has been covered or modified and then refuse to activate the camera if that light has been altered. Camera also has a physical off switch. So you yourself can just be like, I don't want it to even accidentally go on. Google says it will remotely disable glasses if it determines you've recorded people without consent or recorded in sensitive areas. That's against the terms of service.

28:46Your photos and videos will not be stored by Gemini or used to train it. They stay on your glasses and they are encrypted on the glasses. Your glasses can't connect to your phone by Bluetooth or Wi-Fi. The glasses cannot connect to the Play Store apps for live streaming, though. It also does not allow for real-time facial recognition. Certainly there might be ways to work around this, but by default, you can't just go YouTube Live from your glasses. You may want to, but Google's saying, we don't want that kind of smoke. We're just not even going to allow it. As for the frames themselves, Warby Parker offers three designs.

29:20They're called Alden, Reed, and Ren. Go look at it. The names don't tell you anything about what they look like. But they're available in transparent or tinted versions. And each frame design is available in pine, which I guess is a greenish, and then saddle, which is brown and then jet black. They start at$395. These are only available in the United States. Gentle Monster, however, has six styles in reasonably named dark red, pink, gray, and yellow. And you can get those in either clear, tinted, blue, or brown lenses. Those frames are a little more expensive. They start at$449, and because Gentle Monster is a Korean company, they're available in South Korea and the United States.

30:00Whatever style you get, they weigh about 41 grams. Yes, you can add prescription lenses. That will increase the price, but you don't need to pay for Gemini to use these features. I mean, if you pay for Gemini, you get a little extra boost out of it, but you can use them and do all the things you're supposed to do on them without having to subscribe. The glasses also work with iPhones, 13 and newer, Pixel 7 and newer, which you might guess. and of course, Samsung Galaxy S or Z devices, as long as you have one UI 9 or later. You can pre-order them right now. Go to Warby Parker or Gentle Monster to do the ordering and they'll start shipping on December 10th.

30:35Google did a lot to try to make these like, but we're trying to not be creepy. Do you think they succeeded?

30:41Sarah Lane: Well, first, okay. So few things, few things to unpack here. First of all, I think the glasses look really nice. Warby Parker is just one of many sort of direct-to-consumer brands that ended up being really, really popular. And I've had their sunglasses over the years, and I really like them. Gentle Monster, I'm not as familiar with. So just looking at prices,$3.95,$4.49 for the Gentle Monster models. I mean, these are expensive glasses. So it's like going into Bloomingdale's and buying really expensive sunglasses. But they do a lot more. So there's that. You know, if that's what you're looking for, then this is, I think, the right price point.

31:26Sarah Lane: What I did wonder about is Google saying it will remotely disable the glasses if determined you've recorded people without consent or recorded in sensitive areas. How are they going to do that? how are they going to do the disable it or how are they going to detect whether you've done yeah so this is always the question with these kinds of things if you approach it from so is this supposed to stop every single person from ever recording against someone's wishes no that's not what it's meant there's no way this is a saying we put it in the terms of service that if we do catch you doing this we can shut your glasses off yeah doesn't mean we're trying to stop every single person who ever tries to do this.

32:10They're not the police, but they have put it in there that they have the power to do it. So when they do detect it, they can take action, right? If you're coming from the perspective of, I want you to stop every misuse of the glasses, this is not going to do it. If you're coming from the perspective of, hey, if you know someone's doing it, you should do something about it. Well, then Google's saying we will. Yeah.

32:31Sarah Lane: Or if Google gets a complaint and says, all right, let's look into it and figure that out. So, yeah, I mean, a lot of questions about what happens with, you know, video that's taken and, you know, who gets in trouble and when. Otherwise, I think 12 megapixel wide angle camera. I mean, sure, it's not the best camera in the world, but it's not terrible. You know, there was a time in my life where 12 megapixels was quite a bit. So. So, yeah, I I don't know. I mean, I think we are in the AI glasses era and buy them or don't, but they're here to stay. I wonder if this changes the conversation around these at all.

33:21Google, not known for being trustworthy on privacy the way maybe an Apple is, right? But they are doing a lot of the things you'd want to shift the conversation. My sense is, if there's a lot of people out there who are like, man, I really would like to wear smart glasses, but I don't want to take the smoke of people thinking I'm creepy, this might help them to be like, oh, no, but these are the Warby Parker ones. And those are very private. Look, there's even a switch where I can physically turn off the camera. Maybe that helps shift it into acceptability a little more. We'll see.

33:55Sarah Lane: Yeah, maybe. Well, if you want product reviews, and we'll definitely be trying out these AI glasses at some point, from people who put gadgets, services, platforms to the test. Then your new show is live with it. If you're not watching it already, get on the bus. Each week we talk about the tech in our lives. That's either awesome or maybe doesn't work so well. So it can inform your decisions, especially as we go into the holidays and you're thinking about gift giving. This week, Eileen Rivera is living with the Osmo Pocket 4P. Portable cam, she had to buy outside the U.S. That in itself is a very interesting story, but there's more to it.

34:34Sarah Lane: She was pretty positive, but, you know, she had some gripes as well. We're on YouTube at YouTube.com slash at Live With It Show. And big, big thanks to all of our patrons who keep us trying out new things. You help us keep the show alive. Patreon.com slash Live With It.

35:17We'll see you next time. apply.

35:22Sarah Lane: It's not difficult to find out who. It's easy to know what and where. But why is harder. Why takes patience, intelligence, determination. Why takes over 700 of the best journalists in the world, united by a fearless drive to unearth the truth. Why is difficult and more important than ever before. For the Y Financial Times. Let's get to the quick headlines that will make you smarter. A little about Google news. The company launched a project in Google Labs called Tabletop, which gathers files and data from a project and creates a canvas that then others can use to collaborate on. A little like a whiteboard, but with images and videos and docs and other files integrated.

36:17Nintendo will discontinue Google and Apple logins starting on January 26th. So they're asking you if you got one of those, set up a password or a passkey before January 26th, or you're going to get temporarily locked out.

36:30Sarah Lane: Fitness band maker Whoop launched a social network called Whoop Humans, where you can follow friends and family and share health data with each other because Fitbit never did that before. That way you can say, where's your health data? And I can say, whoop, there it is. Oh my God, you've been thinking about this all morning. I know it. By the way, Fitbit did do this before. That was the point I was making is like, social networks for exercise. Okay, it'll work for some. AMD outlined details for its forthcoming Zen 6 line of processors built on a two nanometer process. These will come to their servers first, Epic line of servers, but eventually trickle down to consumer level as well.

37:13Brings the potential for 12 core chiplets, more L3 cache, and PCIe 6.0, amongst other things.

37:20Sarah Lane: The LG Indoor Camera, Outdoor Camera, and Video Doorbell products in the Apple Home Collection are going on sale Friday, November 13th, shipping later this month. More items in the collection are arriving next month and in early 2027. Just in time for the home view to start shipping to people, they can buy the stuff that goes with it. OpenAI announced a system called Control Room that will track workloads in its research infrastructure and stop research models if it detects safety or security concerns. Control Room will keep working if other systems fail, so it's on a separate system of resources.

37:56And model output is designed to stop if Control Room goes down.

38:01Sarah Lane: IBM announced Wednesday it will link two 520-qubit quantum computer systems in 2027 to make one 1040-qubit system. The Nighthawk R3 chips are reportedly 19 times faster than the previous versions. A little closer to your home, the repairable Fairphone has announced a partnership with Boost Mobile in the U.S. to bring the Fairphone Gen 6 Plus to that network. At 5.16 a.m. Eastern Time on Wednesday, November 18th, Voyager 1 will be one light day away from Earth. Kind of a big deal if you like these sorts of things. NASA is asking folks to use a flashlight to flash the mission designation VGR in Morse code after sunset on November 17th in celebration.

38:49Sarah Lane: And I'm just going to say right away, I know many of you are going to do this. You know, it's funny, too, because Voyager 1's camera hasn't been working for a long time, so it won't be able to see it itself. You're just giving just cool vibes. Yeah, it's the thought that counts. Yeah. Or in this case, the flashlight. And thanks to Greg N for noting this one on our subreddit. Schneier on security pointing to another article on Bloomberg about WebLock, an app that is sold to law enforcement that uses information from ads sold on weather and gaming and other apps to show where a phone has been over a 12-month period.

39:28Basically aggregating all of that tracking pixel data and then packaging it for law enforcement.

39:34Sarah Lane: We like to end every episode of DTNS with some shared perspectives. Today, Andrew from Colorado is explaining why new frontier model releases don't matter as much to him. Yeah, this was interesting. Andrew wrote, working with agentic LLMs daily for my software engineering job, new model releases haven't had a massive impact on my daily work in the past few months. I think this is partly because the coding harnesses that I use to drive them, Claude code, codex, anti-gravity, integrate the new models so well. Tom mentioned a future where we can ask an agent to do a task and it just picks the right model to do it.

40:13That world already exists, but only in a couple of the coding harnesses, which feature an auto model picker, not to be confused with auto mode, where commands are executed without confirmation. It is absolutely my preferred way to work as choosing a model completely derails my thought process during problem solving. Amazon Kiro and GitHub Copilot are the two I'm aware of with this feature, but I really hope it becomes the norm. That single feature, which actively removes an annoying decision from my day, causes me to gravitate towards those tools over the offerings from the Frontier Labs. So if you're wondering what he's talking about, let's say you're using GitHub Copilot.

40:54You say, I want to do this. And then Copilot says, great, I'm going to choose OpenAI or Anthropic or Google or something else because it's like that's the best model for the job you're going to do and you don't have to think about it.

41:05Sarah Lane: Yeah, and there are many folks who use various models and proprietary models, and they say, oh, Claude's better at this, or Codex is better at that. But if you, unless you just want to pay for everything, you know, and like Andrew said, spend some time out of your day figuring like, which one is better? than having that sort of middle man, middle person, middle AI. Middle agent. Middle agent, thank you. Yeah, middleagent.com. Somebody get that. It's gone. But yeah, it's definitely gone. But yeah, going forward, especially if you're using more and more of these for various reasons. You know, I use Codex predominantly for this and that.

41:59Sarah Lane: just it's kind of what I just chose at one point I don't I don't have um some some big allegiance to open AI over another model but um you know it will it'll go rogue sometimes and I'm like what are you doing we we have a whole system here um so I think for someone like Andrew who is using this for engineering on a daily basis, having more options is better. And not having to think about the options, right? That's the key here. The problem is no company wants to be the dumb pipe, right? Nobody wants to just be providing the model that these agent pickers use to pick. And so there's going to be resistance eventually if this becomes too commonplace to say, well, we don't want anybody to just use Copilot.

42:49We want people to use Codex. We want people to use cloud code. We want people to use anti-gravity. So there's a built-in conflict that is going to play out at some point because of that.

42:58Sarah Lane: Well, you might have thoughts on this or anything else that we talked about on the show. If you have insight into a story we might talk about in the future, share it with us. Feedback at dailytechnewsshow.com. We read every single email that you sent. Thank you, Andrew, for contributing to today's show. Thank everyone for being along for Daily tech news show and if you're not a patron now's the time uh you're gonna get lots of good stuff coming into the holidays bonus episodes at the end of the the month ces coverage coming in january you want to be there you don't want to miss a bit of it so sign on up patreon.com slash dtns the dtns family of podcasts helping each other understand diamond club hopes you have enjoyed this program

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