Summary
Matthew Berman runs through a busy week in AI, starting with Nvidia CEO Jensen Huang’s public admission of an affair and the board’s decision to hire an independent investigator amid concerns raised by US intelligence about a possible Chinese spy connection. Huang says he leaked no information and is staying on as CEO.
The main focus is the arrival of Claude Fable 5.2 and Google’s Gemini 4 Carbon. Using Artificial Analysis data, the video compares the Intelligence Index and cost per intelligence task, showing Fable 5.2 variants taking the top three spots with Carbon a couple of points behind at a fraction of the price. Berman argues the benchmarks understate the gap he sees in real use, and backs that up with demos including a browser-based Excel clone built for about 26 million tokens, a Fall Guys-style game and a Rube Goldberg machine.
The roundup also covers new open-source releases, including the 1.6 trillion parameter LongCat 2.5 with 48 billion active parameters, along with other model and image-generation news. Viewers get a quick picture of where the frontier stands and how the cost and quality tradeoffs compare.
📺 Source: Matthew Berman · Published November 11, 2026
🏷️ Format: News Analysis
