Jensen Huang Steps Down, Gemini 4 Hydrogen, and More

The biggest story Thursday wasn't a model launch. Jensen Huang stepped down as Nvidia's CEO and left the board effective immediately, after reports of an affair with a woman suspected of spying for China. CFO Colette Kress is interim CEO, and former Synopsys CEO Harvey Jones becomes Nvidia's first board chair.

Shares closed down 4.3%, lawmakers are pushing for tighter China chip limits, and earnings are still scheduled for Nov 17. For anyone building on Nvidia hardware, the export-policy side is the part I'd watch most closely. (Nvidia announcement · CNBC live updates · Gavin Baker on the export-policy fallout)

What Else Happened

Google shipped Gemini 4 Hydrogen, the fast model in the Gemini 4 family. It replaces the Flash line and edges out Gemini 4 Argon on the Artificial Analysis Intelligence Index (51 vs 50 at default, 54 at a new xhigh thinking level). Google says it runs tasks about 2.5x faster than Gemini 3.8 Flash and costs $1.50/$7.50 per million tokens across a 1M context. It's live in the API, AI Studio, the Gemini app, and Search, and it's now the default for Antigravity's Managed Agents. (Google blog · AI Studio what's new · 9to5Google)

Vercel launched UI SDK, a library of UI behaviors made for agents. Built by shadcn and Shu Ding, it breaks components into 50+ reusable behaviors (popups, selection, typeahead, focus, drag and drop, ARIA) that agents compose into components across React, Vue, Svelte, Solid, and Web Components, plus 55 unstyled starters. Agents can also operate the resulting UI directly: Vercel's test took 16s and $0.032, versus 41s and $0.073 with browser tools. It's a public beta under Apache-2.0. (Vercel on X · shadcn's thread · ui-sdk.dev · GitHub)

Figma rolled out 3D transforms in open beta. You can rotate text, vectors, images, frames, and components on x, y, and z with perspective and depth, build scenes with the Figma agent, animate with Motion, and hand off through Figma MCP. (Figma on X · Mal's tutorial)

World Labs opened Atlas to everyone. The world model generates and reconstructs consistent 3D environments from images, sketches, or basic geometry, with browser apps and an API that output keyframes, video clips, or Gaussian splats you can export to Blender. Martin Casado called it the biggest step in 3D generation since gen AI began. (World Labs on X · Fei-Fei Li · Martin Casado)

The AI backlash in games got louder. Big Walk, from Untitled Goose Game studio House House, was review-bombed on Steam after the team said a chatbot helped fix a Unity bug in "well under 0.1%" of the code. Modder YUNG also got a split reaction for using Claude to finish a mod stalled since 2021. (Dexerto · X story on Big Walk · X story on YUNG's Roads)

Claude Meetings started reaching Team and Enterprise plans. The beta lets Claude join Google Meet calls and build docs and whiteboards while people talk. (Claude on X · Anthropic article)

Launches and Demos

Expo Simulators – cloud simulators for coding agents, which run their mobile change and come back with a recording before asking for your attention.
Dia 1.57 – nested tab groups up to eight levels, deeper Figma integration (create and edit Figma files from chat), and more Arc-style features (Dia on X).
n8n Nod – an open-source personal agent from n8n Labs that runs on your computer, works across websites and apps, asks before sensitive actions, and uses the model you choose; a research preview for Mac and Windows (GitHub).
Viggle JST-2 vs Atlas – Hang Chu's side-by-side of the two models expanding a 3D world one view at a time.
Plurai Simulation – a free tool that runs your agent against simulated users and edge cases before real users break it.
ci-proto – Continuous Intelligence's open-weight time-series foundation model, #1 on fev-bench ahead of Google, Amazon, and Mistral.
Concentrate AI – a HIPAA-compliant AI gateway giving healthcare teams one API and one BAA across OpenAI, Anthropic, Google, and open models.
Epic's AI MegaJam – build a game in Unreal or UEFN with unlimited AI agents from Nov 12 to 15; the theme is "Director's Cut," with $65K in prizes.
The Gemini bug everyone loved – Mat Velloso shared Gemini fretting about its own thought tags mid-answer, and a Google dev said he flagged it internally.

Accounts Worth Following

Mal (@mdeandesign) – Figma designer advocate posting hands-on tutorials for new features like 3D transforms and the Figma agent.
Hang Chu (@chuhang1122) – Viggle CEO building spatial foundation models, with useful head-to-head 3D world-model comparisons.
Gwen (Chen) Shapira (@gwenshap) – asks sharp, practical questions about whether AI-written codebases stay debuggable in production.

That's it for today. 👋

What Else Happened

Claude Meetings started reaching Team and Enterprise plans. The beta lets Claude join Google Meet calls and build docs and whiteboards while people talk. (Claude on X · Anthropic article)

Launches and Demos

Expo Simulators – cloud simulators for coding agents, which run their mobile change and come back with a recording before asking for your attention.

Dia 1.57 – nested tab groups up to eight levels, deeper Figma integration (create and edit Figma files from chat), and more Arc-style features (Dia on X).

n8n Nod – an open-source personal agent from n8n Labs that runs on your computer, works across websites and apps, asks before sensitive actions, and uses the model you choose; a research preview for Mac and Windows (GitHub).

Viggle JST-2 vs Atlas – Hang Chu's side-by-side of the two models expanding a 3D world one view at a time.

Plurai Simulation – a free tool that runs your agent against simulated users and edge cases before real users break it.

ci-proto – Continuous Intelligence's open-weight time-series foundation model, #1 on fev-bench ahead of Google, Amazon, and Mistral.

Concentrate AI – a HIPAA-compliant AI gateway giving healthcare teams one API and one BAA across OpenAI, Anthropic, Google, and open models.

Epic's AI MegaJam – build a game in Unreal or UEFN with unlimited AI agents from Nov 12 to 15; the theme is "Director's Cut," with $65K in prizes.

The Gemini bug everyone loved – Mat Velloso shared Gemini fretting about its own thought tags mid-answer, and a Google dev said he flagged it internally.

Accounts Worth Following

Mal (@mdeandesign) – Figma designer advocate posting hands-on tutorials for new features like 3D transforms and the Figma agent.

Hang Chu (@chuhang1122) – Viggle CEO building spatial foundation models, with useful head-to-head 3D world-model comparisons.

Gwen (Chen) Shapira (@gwenshap) – asks sharp, practical questions about whether AI-written codebases stay debuggable in production.

That's it for today. 👋