Smart analysis, from @lizrhoffman and @Edgecliffe: Nvidia's board of directors “lacks the experience and stature typically found at companies of Nvidia’s size and importance. [It's] allowed Huang to run the company with no obvious successor” semafor.com/article/11/09/…
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Weak board, no successor — governance nightmare semafor.com/article/11/09/…
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New: The Commerce Dept investigation into Megaspeed, the firm led by the Chinese spy who had a relationship with Jensen Huang, was suddenly suspended last year after an interaction between Nvidia and a top Commerce Department official. nytimes.com/2026/11/09/bus…
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"The Times identified more than 110 people who had court-ordered protections and were handed over to foreign governments, only to then be passed on to home countries where they risked torture, sexual abuse or persecution — risks that have been validated by American courts."
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Under Mamdani's watch, NYC is taking far longer than it should to process applications for two programs that freeze rents for low-income seniors and disabled people.

Compare that to how big of a priority Mamdani made the more sweeping RGB rent freeze. politico.com/newsletters/ne…
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Scoop 🚨

The plot to kill New York’s Scaffold Law

A year-long investigation found industry groups are using RICO lawsuits & lobbying campaigns to weaken one of the last legal protections that let injured workers recover lost wages

New for @Documentedny
documentedny.com/2026/11/09/ny-…
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Scoop: Zohran Mamdani has been meeting privately with union leaders, urgently talking up the need for a labor-aligned or leftist candidate to run for president, people familiar with the talks tell me.

He's arguing that progressives can't afford to squander their midterm momentum.

Behind closed doors, Mamdani has also said he's uncertain whether AOC will launch a White House run, the sources said.
axios.com/2026/11/08/sco…
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there’s a Sam Altman sphere at the Brooklyn board game cafe
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Excellent series about NYC’s smallest high school, which went from 3,000 students to just 90. Few students means few resources, and students have to share one math teacher and limited classes even though they’re part of the largest school system in the US. chalkbeat.org/newyork/2026/0…
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Really excellent chart about how tech has eaten the stock market. Tech stocks are now more than 50% of the S&P 500. bloomberg.com/graphics/2026-…
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He asked to be jailed with other Chinese-speaking inmates. His pleas were ignored. Then he died in the ICE facility. Newly released docs shed light on how a preventable tragedy was allowed to happen in ICE custody. documentedny.com/2026/11/06/chi…
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Notable: Ricketts’ son Pete is the Republican Senator for Nebraska, who just won reelection against independent challenger Dan Osborn
News: Straight Arrow News (@StraightArrow__), the online news site focused on “unbiased” coverage and founded by billionaire Joe Ricketts in 2021, is shutting down, staffers were told in a meeting today.
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Fun interview with @samreich, who just won Boston.com's Best Boston Comedian bracket. boston.com/culture/entert…
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really interesting
By popular request, here's a starting analysis for estimating data center fx on midterm votes.

Across various models, the nearest data center in county predicts a +2-4% probability of a D Senate vote or +1-2% of a D House vote among voters in our data. Not robust to all specs.
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honestly very smart acquisition esp as NYT expands the sort of direct-engagement strategy its done with Cooking into other areas
scoop: the new york times co is in advanced talks to purchase Letterboxd for ~$330 million. w/ @LaurenSHirsch
nytimes.com/2026/11/05/bus…
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Articulated so beautifully in the opening paragraph in Mike Davis's "Why the US Working Class is Different"
Never forget that the true candidate who wins every election in the United States is “did not vote”

Millions of Americans are so abandoned by the system they don’t even give any credibility to the two party fraud

These are the people we need to reach and mobilize. Don’t pay attention to the freaks here who are obsessed with electoralism and have a parasocial relationship with politicians
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One detail from Tuesday that I feel hasn't gotten enough attention — Democrats appear to have ousted Kris Kobach as Kansas Attorney General
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Salon, one of the first web publications, is shutting down. It began publishing in 1995. salon.com/2026/11/05/goo…
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Replying to @GrahamStarr
For context, The New York Times did not launch its website until a year later. nytimes.com/1996/01/22/bus…
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Gavin Newsom, in one of his last acts as California governor, commuted the sentences of all prisoners with death sentences. That’s about a quarter of death sentences nationwide. nytimes.com/2026/11/05/us/…
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