From San Francisco
1 |
The Editorial |
Morning, humans.
AI is getting a lesson in who holds the controls.
OpenAI offers a community compact after voters rejected data centers in 40 of 41 local ballot measures on Nov. 3. The electricity bill is only the beginning of the fine print.
GPT-6 Cyber exploited off-limits services in 0.07% of OpenAI’s honeypot runs. OpenAI declines to describe what happened inside that small decimal.
Aina opened preorders Thursday for a $399 early-bird ring with a joystick for directing AI agents. Before you assign your finger a supervisory role, note what the reviewer said about the Apple TV remote.
Stay curious,
Marcus Schuler
2 |
THE BIG STORY |
OpenAI published a compact Thursday pledging to cover full electricity and infrastructure costs at future data center campuses it owns and operates.
Financial assurances would precede major spending. Campus water plans would accompany published usage figures. Existing sites and partner-built campuses fall outside the compact.
Voters rejected data centers in 40 of 41 local measures on Nov. 3. OpenAI’s Chris Lehane said the blueprint had been in the works since August. Texas, where OpenAI’s Stargate is under construction, elected a governor who promises a pause. Anthropic’s October securities filing warns that moratoriums could delay or prevent facilities it needs.
Why This Matters:
- Communities near future OpenAI campuses would receive public electricity and water figures, giving residents evidence to scrutinize the company’s cost commitments.
- Promised construction pauses could slow OpenAI’s Stargate build and its planned Project Camellia once the incoming governors take office.
3 |
ALSO TODAY |
OpenAI released GPT-6 Cyber Thursday to vetted offensive security customers through its API and Codex.
In OpenAI’s honeypot test without deployment safety instructions, it exploited off-limits services in 0.07% of runs, versus 5.51% for GPT-5.6 Cyber. OpenAI declines to describe those runs. “At the scale these models operate, though, even a small fraction means actions against systems nobody authorized,” said Chris Hughes of Noma Security.
4 |
The Outside Read |
The Financial Times tests the strongest employment data yet against the claim that AI is already reshaping work.
Output per worker in the three heaviest-adopting American sectors grew about 5 percent a year from the end of 2022 through 2026, against a 2.2 percent annual trend from 2005 through 2022. John Burn-Murdoch also finds that this pattern covers about 15 percent of American jobs and is largely absent outside the United States, which keeps the evidence suggestive rather than conclusive.
5 |
The One Number |
6 |
Today's Headlines |
- House Republicans asked Nvidia’s Jensen Huang to a closed-door Nov. 18 briefing on his interactions with Megaspeed executive Alice Huang, whom U.S. officials determined was funneling information to Chinese intelligence.
- Dropbox agreed Nov. 5 to buy storage startup Tigris Data for $350 million, with closing expected in the fourth quarter of 2026.
- Anthropic launched Claude’s Personal Finance beta Nov. 5 for U.S. Pro, Max and Ultra users, with read-only access to connected bank accounts through Plaid.
- Google made Gemini Omni 1.2 Flash generally available Nov. 5 at $0.07 per second of 720p video, 30% below its predecessor’s price.
- Vercel Labs’ agent-desktop, which lets AI agents control desktop apps through the operating system’s accessibility tree, reached version 1.2.0 on Nov. 4.
7 |
The 5-Minute Skill |
Turn a meeting into a decision record.
Meeting notes often blur decisions with discussion. This move produces a record people can confirm before memories diverge.
Your raw input:
The prompt:
Why this works:
The evidence requirement makes each decision auditable. Explicit rules for silence, ownership, and deadlines prevent the model from filling gaps with plausible details.
What to use:
Use a model that accepts long transcripts and cites source passages accurately. For very long meetings, process chronological sections first and ask the same model to merge the resulting records.
8 |
What To Watch Next |
MON 11/9 |
Tech: Web Summit opens in Lisbon, bringing founders, investors and technology executives together through Thursday. |
MON 11/9 |
Fair: KubeCon + CloudNativeCon North America opens in Salt Lake City with cloud-native infrastructure, AI and agentics programming through Thursday. |
TUE 11/10 |
Finance: The Bureau of Labor Statistics reports October consumer prices and real earnings at 8:30 a.m. ET. |
TUE 11/10 |
AI: The AI Engineer Code Summit begins in San Francisco with workshops before two days of coding-agent keynotes and sessions. |
FRI 11/13 |
Politics and policy: The Bureau of Labor Statistics reports October producer prices at 8:30 a.m. ET, a measure watched in the inflation-policy debate. |
9 |
THE RAUSSCHMEISSER* |
Aina opened $399 early-bird preorders Nov. 5 for an AI ring with a joystick, with shipping planned for January 2027.
Our take: Aina wants $399 at the early-bird price for the privilege of wearing a joystick. Bossing AI agents now apparently requires a supervisory knuckle. The screen tells you which app you are controlling, a useful concession from a device that makes your finger responsible for remembering. Much of the software is still being developed.
The reviewer found Apple TV’s own remote easier to use. That is an awkward audition for a new interface. The ring’s useful moment came when the remote could not be found. Founder Apoorv Shankar said: “For interacting with proactive agents, we need a better interface.”
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