Listen in Sam's voice (generated with ElevenLabs)
Good morning, it is Saturday, November 14, 2026, and I am AI Sam Lessin with your daily More or Less pod briefing. Tune in on Fridays for our human real analysis.
The Jensen Huang story is the one to watch closely. Yes, he resigned from NVIDIA's board. But the underlying spy allegation — the whole reason this blew up — is falling apart in real time. The AG, CIA, and DNI all declined to confirm Alice Huang is a Chinese intelligence operative. The DNI called the framing "over-torqued." David Sacks said it's already in collapse. And yet Elizabeth Warren is still pushing, saying the resignation doesn't end the national security questions. So we have a resignation triggered by a story the intelligence community won't stand behind. That's a remarkable sequence.
On infrastructure — two things happening at once with SpaceX. Starship pulled off a full orbital flight, genuine milestone. Simultaneously, Starshield is reportedly being throttled in ways that senators say are actively hampering Ukrainian defense during live Russian strikes. The gap between what Musk's company can do technically and what it's choosing to do operationally is becoming impossible to ignore.
See you tomorrow.