Podcast 5-5 by Dongee · November 11, 2026

Transcript

Gabriel: Today on the Dongee podcast: the warnings to Trump about Jensen Huang, Anthropic going public, and the Grok Build apps that left information exposed.

Gabriel: Wednesday, November eleventh. Hey. Lina, the Nvidia scandal has a new chapter.

Lina: Another one? That's three days now.

Gabriel: Quick recap: Jensen Huang, Nvidia's boss, and his relationship with a woman believed to be a Chinese spy. Today The New York Times says Trump was warned about it.

Lina: But on Monday Trump said he didn't know anything.

Gabriel: He said, "No, I didn't hear about it at the time," and that the FBI is investigating. But according to the paper, back in May, on Air Force One, the presidential plane, on the way to China…

Lina: In the middle of the flight?

Gabriel: In the middle of the flight. Marco Rubio, the secretary of state, told him what intelligence knew. And it wasn't the first time someone had told him.

Lina: And the interesting part is who was on that trip.

Gabriel: Huang himself. Trump invited him, and he boarded during a stop in Alaska. According to one official, the warning didn't move Trump much. The White House disputes the report but hasn't given details.

Lina: You can really feel the shock.

Gabriel: Well, the stock market felt it. Nvidia shares dropped another five point five percent on Tuesday. According to NBC, almost five hundred billion dollars were wiped out in two days.

Lina: Half a trillion.

Gabriel: And the board made a move. For the independent investigation it hired Joon H. Kim, a former federal prosecutor in New York, and Wachtell Lipton, a very powerful law firm.

Lina: And Trump goes back to China next week…

Gabriel: …but without Huang. He said so himself.

Lina: Careful, that says something too.

Gabriel: Read seriously, it's a big deal. The president knew about the risk and still took Huang to China while they were deciding which chips to sell there.

Lina: Read calmly, these are anonymous sources, and the White House disputes them. Huang says he didn't know she was a spy, there's no proof anything leaked, and the investigation is just getting started.

Lina: Gabriel, do you have any savings?

Gabriel: A little. Why?

Lina: Because Anthropic, the company behind Claude, just started its tour of investor meetings before going public. Expected price: between seventy and seventy-eight dollars a share.

Gabriel: Already? That fast?

Lina: According to sources cited by CNBC, it would start trading on Thursday of next week, on the Nasdaq, under the ticker A-N-T. And it would set aside a bigger slice than usual for small investors.

Gabriel: So how much is the company worth?

Lina: According to Reuters, up to a trillion dollars. That's a million million. And that's still less than some of the numbers people were talking about.

Gabriel: But they make money, right?

Lina: They're selling way more than they were a year ago. But they lost more than they sold, mostly because of accounting adjustments, meaning how the numbers get recorded on the books, according to CNBC. And they have huge commitments to pay for data centers.

Gabriel: Mmm. And are the big names in the industry getting in?

Lina: Nvidia, Google, Microsoft, AMD and others are going to buy shares separately…

Gabriel: …at the same price, I'm guessing.

Lina: Same price. And according to the Financial Times, because of the demand, the banks are thinking about raising the price.

Gabriel: And I hear the prospectus talks about "an age of miracles."

Lina: And at the same time it warns about risks for all of humanity. Miracles and the apocalypse in the same document.

Gabriel: If you're an optimist, this proves AI is already a giant business. Revenue has multiplied, the big players are putting money in, and there are more buyers than shares.

Lina: If you're skeptical, it's coming in worth less than people dreamed, with giant losses and huge infrastructure debts, right when the market is wondering whether AI is a bubble.

Gabriel: Lina, picture having internet in the middle of nowhere, without a single outlet.

Lina: Sounds like a dream.

Gabriel: Well, SpaceX just introduced the Starlink Mini 2. It's the satellite internet dish, about the size of a laptop, and now it has a battery.

Lina: The old one didn't?

Gabriel: No. You had to plug it into a separate power source, and that was its big limitation if you wanted to use it on the move.

Lina: A dish with a battery… let's see how long it lasts.

Gabriel: Up to four and a half hours. And the battery comes out without tools, so you carry a charged spare and swap it in.

Lina: Like the batteries in a TV remote.

Gabriel: Kind of. It also charges over USB-C, it's thinner, and it handles dust and water.

Lina: I can already guess the price.

Gabriel: Nine hundred ninety-nine dollars, with a year of service included. Only in the US, and only by invitation.

Lina: By invitation. Like an exclusive party… but with a satellite dish.

Gabriel: Shipping starts in mid-December. And Starlink says it'll reach more customers and countries "soon"…

Lina: …without saying when or for how much.

Gabriel: No date, no price. And some tech sites are already saying it costs a lot more than expected.

Lina: Same old story.

Gabriel: The promising part: real internet anywhere, no outlet needed. That's useful for trips, emergencies, rural areas and fieldwork.

Lina: What holds it back: for now it's expensive, invitation-only and US-only. And four and a half hours isn't much if you're really far from everything.

Lina: Gabriel, have you ever asked an AI to make you an app?

Gabriel: One for splitting the lunch bill. And it worked.

Lina: Well, be careful where you leave it. Claroc, a cybersecurity company, looked at apps made with Grok Build, Elon Musk's app-building tool. More than thirty-five thousand of them opened without anyone having to log in.

Gabriel: So anyone could get in?

Lina: Anyone. And you didn't even have to guess the addresses. Every published app got listed in public internet records, kind of like a phone book that leaves a trail.

Gabriel: So all you had to do was read the phone book.

Lina: Exactly. And there was all kinds of stuff inside: data from a hospital, test results for an intensive care patient, passwords with no protection…

Gabriel: Mmm.

Lina: …and medical exams for thousands of workers at a Peruvian construction company.

Gabriel: That one hits close to home.

Lina: And here's the best part: twenty-four of the apps belonged to employees of SpaceXSI, the Musk company that merged SpaceX and xAI. And some from X.

Gabriel: The shoemaker's kids…

Lina: …go barefoot. There was a sales map and some advertising proposals, one of them for a US government agency.

Gabriel: And what did the company do?

Lina: It deleted its own twenty-four apps. Everyone else's, no. It says apps stay private until the creator decides to share them.

Gabriel: But according to Claroc, when you published, the "anyone with the link" option was already checked.

Lina: Mind you, not all of them were sensitive. Claroc estimates that between six hundred fifty and eight hundred had private data. If the design is to blame, the tool should protect people from the start instead of leaving everything open.

Gabriel: If the user is to blame, nothing gets published unless you decide to publish it. The real issue is putting sensitive data in an app made in minutes without thinking about who can see it.

Gabriel: Lina, can you picture a drone flying around your living room?

Lina: My cat would take it down in one swipe.

Gabriel: Well, Ring, Amazon's camera brand, just launched one: the Ring Drone Cam. It's a small drone with a camera that flies around inside your house.

Lina: Flying all day?

Gabriel: No. It follows set routes, or it takes off when an alarm or a sensor goes off. It flies for eight to ten minutes per charge and then goes back to its base.

Lina: And at the base…

Gabriel: …it turns the camera off. Ring says privacy "is the default" and that it encrypts the videos.

Lina: That's what Ring says, huh?

Gabriel: It costs two hundred forty-nine ninety-nine and ships in the US starting in late January.

Lina: Wait. Has it been approved yet?

Gabriel: It doesn't have the green light yet from the FCC, the US telecom regulator. And the idea isn't new. They announced it years ago, but according to Jamie Siminoff, Ring's founder, "it didn't work well enough."

Lina: And I'm guessing you have to pay something every month.

Gabriel: For the set routes, yes, a paid plan. And a big part of the navigation is processed in the cloud, meaning on Amazon's computers.

Lina: And they also brought something for businesses, if I'm not mistaken.

Gabriel: A robot on wheels, the Ring Rover Cam. Nine hundred ninety-nine ninety-nine, starting in mid-December. It takes over from Astro, Amazon's robot that they stopped selling to businesses.

Lina: So, Astro's second chance.

Gabriel: Something like that. On the practical side, it's cheaper than a camera in every room. One device checks the house when something happens and then shuts off.

Lina: On the privacy side, it's a flying Amazon camera inside your home that depends on the cloud and a subscription. And you have to take the company's word for the promise.

Gabriel: That's it for today's episode. Tomorrow, five more stories.

Lina: And if a drone comes into my living room, it'd better bring an invitation… and a spare battery.

Gabriel: Talk to you tomorrow.