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Anthropic starts trading on Nov 19. Would you buy on day one?
Last Friday, Jensen Huang ran the company that sells most of the world's AI chips, and by Thursday he had resigned after 33 years in the job.
That was only one of the stories this week, so I've packed it all into one quick read, starting with three things you can try before you finish your chai ☕
Chai first. But a quick word for the coffee people.
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Sales Owns Retention, Not Just Closed Deals
Pebl’s Chief Business Officer, Dutta Satadip, joins The GTM Garage to show how Pebl merged Operations and GTM under one leader, and how it aligned goals and incentives across the customer lifecycle.
You’ll also see how Pebl uses AI across that lifecycle and the stack behind prospecting, pipeline, and handoff to onboarding.
15 min conversation. 15 min open Q&A. For Seed to Series A teams.
1. Gemini errands: Gemini can now order groceries, book a cab or reserve a table for you in India, and it summarises your notifications in Hindi. Works on Pixel 10 phones, the Motorola Signature 27 and select Samsungs.
3. ERNIE 5.5 Flash for free: Baidu's new model is free on OpenRouter, and it can read a whole book in one go and answer questions about it.
Nov 7: The FT reports that a US intelligence memo, which claims a Megaspeed executive was recruited by China's spy agency to spy on Huang, also says the two had a romantic relationship.
Nov 8: Huang apologises to staff and the board opens an investigation, saying it has no reason to believe any national security or company secrets were compromised.
Nov 10: Trump says he called Huang and believes Huang had "absolutely no idea" she was a spy.
Nov 11: The NYT reports an alleged second affair, this time with a direct report.
Nov 12: Nvidia announces Huang's resignation and CFO Colette Kress takes over as interim CEO. The stock closes down 4.34%.
My take: I think the board made a mistake. Jensen's private life is a mess, but he built Nvidia into a $4 trillion company and nobody has shown that a single chip secret leaked.
Pushing him out for the affairs costs shareholders far more than it protects them. It also shows why betting on a company built around one founder is so risky, because when everything runs through one person, one bad week can take that person out and wipe hundreds of billions off the stock.
Guess what Anthropic will be worth on listing day?
(Answer's in the first link below 👇)
I'll be watching the ANT listing with popcorn in hand 🍿 and I'll tell you how it went next week.
So tell me, if you could buy just one AI stock this week, which one would it be? Hit reply.
Until next time,
Vaibhav 🤝🏻
