Anthropic's IPO said to be multiple times oversubscribed
Founder-led AI still moves capital, but only when the founder doesn't carry baggage that spoils the narrative.
- 02Jensen Huang Said to Have Had Relationship With Nvidia Executive Who Reports to Him
A second relationship disclosure involving a direct report compounds Huang's governance problem into something no statement can contain, turning board deliberations into a referendum on whether founder control survives scrutiny.
NYT Business2026-11-12 - 03Nvidia's Stock Price Plummets as Board Is Said to Consider Jensen Huang, CEO's, Future
Eight percent drop in after-hours trading is investors voting that certainty matters more than vision, a bet that Nvidia's infrastructure advantage survives a leadership transition and that the market no longer needs a name.
NYT Business2026-11-12 - 04Glow Recipe launches at Ulta Beauty on Dec 6
Glow Recipe leaves Sephora's orbit after years locked in, same week founder capital faces its reckoning, a reminder that distribution moves when brands stop pretending their first home was the only home.
CPG launch scanner - 05Movie Marketing Veteran Gerry Rich on Opening 'Iron Man,' Grappling With AI and Maintaining the Human Touch
Rich's memoir lands as AI reshapes movie marketing, which means the human touch studios spent a decade commodifying is now the thing they scramble to prove they still have.
Variety2026-11-12
