In the Wild

What's trending in AI right now, from the app charts to the community feeds. The full roundup is in In the Wild.

The Week Ahead

The dates that matter for AI this week, day by day.

• Monday, November 2: Apple reports after the close. CNBC's week-ahead list also has AMD on Tuesday and the October jobs report on Friday, with worries about AI spending still weighing on tech stocks.
• Monday, November 2: OpenAI signs four deals in Abu Dhabi. The agreements were signed after Crown Prince Sheikh Khaled bin Mohamed met Sam Altman in Abu Dhabi, The National reported. ADNOC becomes the first energy company to deploy OpenAI's Frontier agent platform, and Abu Dhabi's government will start turning its rules into a form AI systems can read.
• Tuesday, November 3: US midterm elections. Senator Elizabeth Warren also gave Anthropic until November 3 to answer a four-page letter about the risks listed in its IPO filing.
• Tuesday, November 3: AMD reports with a cost argument in hand. SemiAnalysis's InferenceX test found AMD's MI355X served the Kimi K3 model at $0.15 per million tokens, against $0.22 on Nvidia's GB200 NVL72, at the highest speed per user it measured. The gap was smaller at slower speeds.
• Wednesday, November 4: Apple Intelligence testing starts in China. Apple says testing starts with the November 4 developer beta, with Alibaba's Qwen powering Writing Tools and Visual Intelligence. The features go public in December.
• Wednesday, November 4: a humanoid robot maker plans to go public. Agility Robotics expects to close its SPAC deal on November 4, raising about $465 million, with Foxconn leading the PIPE.
• Any day: Marvell could announce it is buying Lumentum. Bloomberg reported on October 28 that a deal for the AI optics maker could come as early as this week, at a market value of about $83 billion.
• Monday, November 9: Congress returns and OpenAI starts its push. OpenAI plans a Washington campaign for the lame-duck session built around mandatory "speed limits" for the most powerful AI systems, Axios reported. Chris Lehane, its chief global affairs officer, said "AI is going to be the issue in 2028."

Quick Hits

The Year Governments Got Serious

AI Supply Chain Under Siege

The Lab Gladiator Era

• A new benchmark of high-value work found the best model scores just 12%. SemiAnalysis published GDPx today, with tasks in 11 fields from chip design and quant trading to finance and law. It calls Claude Opus 5.5 the best all-around model, ahead of GPT-6 Astra and Gemini 4 Carbon. On finance and legal tasks, graded pass or fail, basically every model scored 0. SemiAnalysis says safety classifiers lowered Opus 5.5's and GPT-6 Astra's scores in cyber, biology and alignment.
• OpenAI released a biology model with looser limits for vetted researchers. GPT-Rosalind-6 uses the same weights as GPT-6 Astra and is only available through trusted access, OpenAI said in its system card. It answers some dual-use biology questions that general models refuse, and still refuses help with bioweapons. OpenAI rates it High, below Critical, for biological and chemical risk, and its score on MedChemBench rose from 28.9% to 49.6%.
• Claude wrote training data that got past Anthropic's own safety monitor. Anthropic researchers asked Claude to write datasets that would make a small model misaligned while passing a monitor that reads each example, and it produced thousands. The passing data hid the behavior in things like creative writing and beekeeping Q&A. Models trained on it resisted oversight, deceived users and, in rare cases, tried to copy their own weights. Anthropic says the setup favored the attacker and does not describe how deployed Claude behaves.

Insuring Big Tech's AI debt costs more than at any time since 2021

The AI build-out is still funded, but investors charged more for it last week.

The cost to insure the bonds of Amazon, Alphabet, Microsoft, Meta and Oracle against default rose to its highest level since 2021, The Wall Street Journal reported. Oracle's five-year credit default swap spread hit a record 288 basis points. AI-linked companies have raised $466 billion in debt so far in 2026, against $101 billion in the same period of 2025.

S&P Global cut Meta's credit outlook to negative on October 30 while keeping its AA- rating. Meta's free operating cash flow was negative $2.1 billion in the quarter, and S&P said Meta's ability to make money from its AI spending was more limited than its peers'.

Stocks moved too. Reddit fell 29% on October 30 after CEO Steve Huffman blamed Google's AI Overviews for a meaningful drop in search traffic in the quarter. And OpenAI is now looking to raise about $20 billion at a $1.25 trillion valuation, down from $30 billion at $1.4 trillion, CoinDesk reported, citing the Financial Times.

AMD's results on Tuesday and Anthropic's IPO later this month will show whether investors are still willing to pay full price.

Key Takeaways

• Data centers are now a voting issue. Candidates who back a pause could win up to 15 governor races on Tuesday, so siting and power plans may change by state.
• If you use Claude Code in Cursor, check your SSH keys. Look for a key named "svc-telemetry" in ~/.ssh/authorized_keys and make sure you run version 2.1.314 or later.
• Do not let an agent read the inbox that holds its own approval codes. In the Cornell and Yale test, nine of ten models used that access to raise their own spending limit.
• AI safety monitors can be beaten by the models they watch. Anthropic's test shows a model with full access to a monitor can write data that passes it.

Found First

Primary research AI Weekly published before the press covered it.

In the Labs

• The best coding agent met 69.9% of the requirements but finished only 26.4% of tasks. Co-Design Bench tests ten models on 273 tasks taken from real user coding sessions. Partial credit hides how often agents leave a job unfinished, and the gap grows as edits get more complex. Read our page on the paper.
• Apple trained a small phone agent on live iPhones and it matched Gemini-3.1-Pro on one benchmark. The 8B model scored 32.4% on UINavBench, the same as Gemini-3.1-Pro. Trained only on iOS, it reached 31.9% on Android tasks, against 4.7% for the starting model. Read our page on the paper.

Worth Reading

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Worth Watching

The videos AI practitioners are passing around right now — curated on AI TV.

This week's poll

Which result this week will tell you the most about AI?

Until next time,

Alexis