šµļø Inside the spy plot around Nvidiaās CEO
Good morning, AI enthusiasts, and welcome to our 4,617 new readers. Nvidiaās chips are at the center of the U.S.-China AI race, and Washington has spent years trying to keep the best ones out of Beijingās hands.
Now, a New York Times report says U.S. intelligence found that an alleged Chinese asset had built close ties to Nvidia CEO Jensen Huang⦠and the White House chose not to act.
In todayās AI rundown:
Report: Nvidia CEO targeted by alleged Chinese spy
Rowanās Corner: āSent from my agentā
Make ElevenLabs voiceovers sound more natural
Anthropicās AI now monitors its own conversations
LATEST DEVELOPMENTS
NVIDIA
Image source: Net Thunder on LinkedIn
The Rundown: The NYT just reported that U.S. officials found Alice Huang, an exec at Singapore-based data center firm Megaspeed, was allegedly passing intelligence to Beijing while keeping close ties with Jensen Huang, with Trump briefed about a year ago.
The details:
Itās unclear what Ms. Huang passed to Beijing or its value, but officials worried she could offer insight into Trumpās view on chip sales to China, and into Nvidia itself.
Officials didnāt believe Jensen knew of her alleged role when Trump was briefed; he never got a defensive briefing, often given to U.S. citizens targeted by spies.
Megaspeed, already under U.S. probe for steering Nvidia chips to China, bought at least $4.8B in Nvidia gear via a sister firm, and remains an Nvidia cloud partner.
Nvidia called Jensenās meetings with Ms. Huang routine, saying customers get ordinary business info and āzero information relevant to national security.ā
Megaspeed said outside counsel is investigating and itās cooperating with the U.S., while China called the claims āgroundless smears and slanders.ā
Why it matters: The report reads like a spy thriller, but nothing has been publicly proven, including whether Ms. Huang passed anything to China. The immediate fallout may hit the loophole allowing firms like Megaspeed to rent Nvidia-powered computing from Southeast Asia to Chinese AI labs ā one Trump reopened but may now close.
TOGETHER WITH OPENART
š§āšØ Create a launch video for your business
The Rundown: Need a launch video for your business? Simply paste your website link, add your brand assets, and define your target audience. OpenArtās AI video agent will shape the story and messaging while handling the script, motion design, voiceover, and video editing.
With OpenArt, you can:
Turn your website, screenshots, or pitch deck into a launch video
Create short promos or longer videos to showcase your business
Refine scenes, voiceovers, or music by describing the changes
Go beyond launches with product ads and UGC-style videos
ROWANāS CORNER
h/t to @gregisenberg for the tweet
Rowan: āSent from my agentā is becoming the new āSent from iPhone.ā Thatās a tweet my friend Greg Isenberg recently made thatās stirring up conversation.
Basically, āSent from my iPhoneā started as a way to buy forgiveness for typos and messy formatting when emailing someone from your iPhone. But when someone sees āSent from my agent,ā the real message they receive is: you werenāt worth my attention.
Thereās real tension here (for me included). Agents are the biggest leverage available right now, and I run several tasks through them, saving me at least a few hours a week. But I also believe going the extra mile and writing something yourself shows the other human respect.
So hereās my line:
Anything that touches a person is me ā social posts, messages, recruiting calls, live video.
Anything thatās a task, an agent can do.
I also have a growing thesis that real human relationships will only become more valuable as AI gets better. Anything that risks that trust is probably a bad trade. Personally, if I see āsent from my agent,ā Iām deleting the email.
Iāve written before that AI intuition is the most important skill of this decade, knowing which tasks to hand to AI, and this is the perfect example. Use agents everywhere, except on people.
Are you using agents to respond to your emails, or do you think the human touch shows respect? Let me know in the poll at the bottom of the email. Iām curious!
AI TRAINING
The Rundown: In this guide, youāll add Audio Tags to a short Eleven v4 voiceover, compare it with the plain version, and create a short scene with two speakers.
Step-by-step:
Open ElevenLabs Text to Speech, choose one voice, and select Eleven v4. Generate the guideās plain script and save it for comparison
Paste the tagged version without changing the spoken words. Keep the same voice and settings so you can hear the difference
Compare the opening, pace, and final line. If the delivery stays flat, make one cue more specific. Change one thing at a time
If a tag gets read aloud, check the model and square brackets. Keep the direction short and place it before the words it should affect
Open Dialogue mode, add two voices, and generate the guideās exchange. Check the words, speakers, and timing before downloading the clips
Pro tip: Save a plain version before adding tags. A more expressive read may still sound less natural. You can find our full cheat sheet, annotated scripts, and review checklist here.
PRESENTED BY GLEAN
The Rundown: Business data spans across apps, warehouses, and BI platforms, while the context behind the numbers lives in documents, tickets, and conversations. Gleanās upcoming webinar helps you bring it all together, find trusted answers, and make data-driven decisions without SQL or a BI background.
In this webinar, youāll learn how to:
Query business data in natural language
Quickly build dashboards to track key metrics
Connect metrics with enterprise context
ANTHROPIC / AI SAFETY
Image source: Anthropic
The Rundown: Anthropic introduced āself-assessment,ā a technique where Claude reviews the chat after each reply and flags potential misuse, saying the system has been active since June and catching large-scale abuse that might otherwise be missed.
The details:
Claude gives each conversation a quick safety verdict (whether itās harmful, what kind of harm, and how urgent), which helps prioritize cases for human review.
On Claude Fable 5, it catches 78% of potentially harmful conversations flagged by a stronger classifier, and 94% of high-priority ones, at a 1% false-positive rate.
It helped uncover 100K+ child-abuse flags from a single API customer, reported to authorities, plus an automated romance-scam operation run through Claude Code.
Anthropic admits itās weak as a lone blocker, cutting attack success in red-team tests only from 79% to 54%, though it made each successful attack cost ~4x more.
Why it matters: After Anthropicās own reports showed Claude being misused for cyberattacks and weapons work, letting the AI check and flag misuse in its own chats is a welcome layer. Claude brings everything it understands to each judgment, but it can also share the same blind spots, meaning the system isnāt foolproof (yet!).
QUICK HITS
COMMUNITY AI WORKFLOW OF THE DAY
āø Michael used Claude Cowork to build a 3D home design app
Todayās workflow comes from reader Michael Saif:
āI built this web app for a friend who is building a house. It lets you see the finished version of every room in the planned home before anything is built. I described the idea to Claude Cowork, had a short back-and-forth answering its questions, and it built the app in four stages. You can upload one or more floor plans, select a room, and view it from several rotatable 3D angles.
You can then describe how you want the room to look when completed, such as āShow me with a dark-colored wood floor with blue walls,ā and ask for changes, like light-colored wood floors. You can also add furniture to see how the room will look when finished, save multiple designs for each room, and export any image as a PNG. The whole build took less than an hour from start to finish.ā
How do you use AI? Tell us for a chance to be featured in the newsletter.
š ļø Trending AI Tools
š§āš» Jotform App Builder - Jotform plugin/connector lets you build apps from AI conversations with ChatGPT & Claude*
š¤ Le Chonk - Mistralās 1T-parameter AI for agentic coding, now with open weights
š¼ļø Brush - Canvaās new vision-language model that edits designs via text
š¬ Agent Memory - Databricksā persistent long-term managed memory for agents
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CEO Sam Altman said on the Cheeky Pint podcast that OpenAI will point its robotics program toward data centers, and that self-replicating data centers, with AI-controlled robots running fabs and building solar panels, are now within grasp.
Cohere announced a Series E targeting up to $5B to scale its models and infra, reporting 165% year-over-year ARR growth and a 20-fold customer expansion to 300.
Anthropic is reportedly SpaceXās largest single customer, accounting for 34.5% of its Q3 revenue via AI compute contracts and spending reaching $3.1B/month from Dec.
Meta debuted Style Sketch, an AI app that builds virtual wardrobes from Instagram or uploaded images, suggests outfit combinations, and generates virtual try-ons.
Harvey acquired Aida, an AI sales startup founded by Glean and Patreon executives, to help build firm-specific ontologies that make internal knowledge more useful to AI agents.
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Read our last AI newsletter: Googleās Gemini 4 Carbon tops the charts
Read our last Tech newsletter: Appleās big week kicks off with iPad mini
Read our last Robotics newsletter: The self-driving future grabs a giant shovel
Todayās AI tool guide: Make ElevenLabs voiceovers sound more natural
That's it for today!
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See you soon,
Rowan, Zach, Shubham, Jennifer, and Nate ā the humans behind The Rundown
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