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Evening Update · Nov. 1

A text from Dad: what’s happening in ai rn? The reply: Musk Admits Grok Bot's Costs Outran Its Revenue

The boy says: GROK BOT COST MORE THAN IT MADE

The boy from AI Lately's Sunday Funnies, in glasses, a white T-shirt and black shorts: arms hanging, eyes down, a frown.

Sunday, Nov. 1, 2026 · Evening Update

Musk Admits Grok Bot's Costs Outran Its Revenue

Elon Musk said Grok Bot's running costs passed its revenue, right as usage caps surprised users.

Number 1, Lab post · xAI

Elon Musk @elonmusk

Nov. 1 · 3:34 p.m. ET

Musk Says Grok Bot's Cost Outran Its Revenue

@elonmusk wroteThe cost of serving Grok Bot was unsustainably high relative to revenue
6,556
Likes, Musk's reply
On X
1,382
Replies, Musk's reply
On X
229
Likes, the original complaint Musk answered
On X

The takeaway

Musk said Grok Bot's running costs passed its revenue as users hit sudden usage caps.

Number 2, Lab post · DeepSeek

DeepSeek Harness @DeepSeekHarness

Nov. 1 · 6:37 a.m. ET

DeepSeek Opens Its Super-Agent Design to Everyone

8,135
Likes, the DeepSeek Harness post
On X
264
Replies, the same post
On X
7,141
GitHub stars, dsh-superagent-prototype
Beyond X

The takeaway

DeepSeek open-sourced its always-on Super-agent design to challenge Anthropic's Claude Code.

Number 3, Reddit thread

r/singularity u/141_1337

Nov. 1 · 11:08 a.m. ET

Gemini Redraws Pixar's Intro While Claude Refuses

u/141_1337 postedAnthropic's growing restrictions are creating a new divide in the AI capabilities race: Gemini 4 Argon recreates Pixar's iconic intro, while Claude Opus 5.5 refuses over copyright...
224
Comments on the Reddit post
On Reddit
198
Wikipedia pageviews, Claude (language model), Oct. 31
Beyond Reddit
982
Wikipedia pageviews, Gemini (language model), Oct. 31
Beyond Reddit

The takeaway

Claude Opus 5.5 refuses a copying task that Gemini 4 Argon completes.

Number 4, Reddit thread

r/singularity u/SammaVaco

Nov. 1 · 1:53 p.m. ET

Calegari Tells Mathematicians AI Changed Their Game

u/SammaVaco wroteThe game has just changed.
8
Comments on the Reddit post
On Reddit
193
Points, the matching Hacker News thread
Beyond Reddit
206
Comments, the same Hacker News thread
Beyond Reddit

The takeaway

A guest post on Terence Tao's blog says AI changed math, so good questions matter most.

Number 5, Reddit thread

r/singularity u/Recent_Fox4339

Nov. 1 · 12:49 p.m. ET

Hassabis Says AI Data Centers Should Look Beautiful

u/Recent_Fox4339 postedDemis Hassabis says AI data centers should be beautiful and we should take their effect on our physical surroundings seriously
45
Comments on the Reddit post
On Reddit
1,872
Wikipedia pageviews, Demis Hassabis, Oct. 31
Beyond Reddit
$195 billion
Google's planned 2026 AI capital spending, low end
Beyond Reddit

The takeaway

Demis Hassabis says AI data centers should look beautiful, as Google plans record new spending.

Number 6, Reddit thread

r/OpenAI u/rhiever

Nov. 1 · 11:44 a.m. ET

Four AI Labs Back One Robots.txt Opt-Out Line

u/rhiever postedOpenAI will honor a shared robots.txt signal so websites can opt out of AI training
24
Comments on the Reddit post
On Reddit
264
Wikipedia pageviews, Robots.txt, Oct. 31
Beyond Reddit
56
Likes, an X post explaining the new signal
Beyond Reddit

The takeaway

OpenAI, Google, Microsoft, and Anthropic will honor one shared line letting sites skip AI training.

You're caught up

That's AI right now.

The posts that drew the most attention in the 6 hours before 6:07 p.m. ET.

Best ten in the markets

Gain since the previous close · Nov 1, 7:46 PM ET · Yahoo Finance

  1. 1Adobe ADBE · Stock+0.85%
  2. 2iShares 7-10 Year Treasury IEF · Bond+0.56%
  3. 3iShares 20+ Year Treasury TLT · Bond+0.43%
  4. 4iShares National Muni Bond MUB · Bond+0.31%
  5. 5Vanguard Total Bond Market BND · Bond+0.25%
  6. 6iShares Core U.S. Aggregate AGG · Bond+0.22%
  7. 7iShares 1-3 Year Treasury SHY · Bond+0.15%
  8. 8Netflix NFLX · Stock+0.05%
  9. 9iShares Investment Grade Corporate LQD · Bond+0.05%
  10. 10IBM IBM · Stock−0.18%

Charts for each, in the Money columnA record of price, not investment advice.

A text from Dad: what’s happening in ai rn? The reply: Musk Admits Grok Bot's Costs Outran Its Revenue

Six times a day: what blew up in AI on X and Reddit, why it caught fire, and what it says about the people building AI.

The boy says: GROK BOT COST MORE THAN IT MADE

The boy from AI Lately's Sunday Funnies, in glasses, a white T-shirt and black shorts: arms hanging, eyes down, a frown.

Evening Update, 6:07 p.m. ETCovers 12:07 p.m. to 6:07 p.m. ET

An earlier update. Read the latest

Musk Admits Grok Bot's Costs Outran Its Revenue

Elon Musk said Grok Bot's running costs passed its revenue, right as usage caps surprised users.

Published 6:07 p.m. ET by AI Lately

Next update in--:--:--Four updates a day, six hours apart

AI RN shows each X post as plain text. X's script loads only when you ask.

Number 1

Lab postxAI

Musk Says Grok Bot's Cost Outran Its Revenue

Elon Musk @elonmusk on XPosted

Elon Musk@elonmusk

The cost of serving Grok Bot was unsustainably high relative to revenue

Open on X (opens a new tab)

By the numbers

Likes, Musk's reply
6,556
On X
As of
Likes, Musk's reply: Source: X public data
Replies, Musk's reply
1,382
On X
As of
Replies, Musk's reply: Source: X public data
Likes, the original complaint Musk answered
229
On X
As of
Likes, the original complaint Musk answered: Source: X
Grok Bot's paid weekly users, early October 2026
800,000
Beyond X
As of
Grok Bot's paid weekly users, early October 2026: Source: fourweekmba.com

The take

Elon Musk made a blunt admission on X today. He said Grok Bot cost more to run than it earned. Grok Bot is xAI's assistant for research, writing, and web tasks.

A user named Doge Norway sparked the reply. They posted that their weekly usage hit its cap early. Four days still stood before their next reset. They said that level was unusual for them.

Musk answered with one plain line. "The cost of serving Grok Bot was unsustainably high relative to revenue," he wrote. The past tense suggested the lower limits came from a choice.

The growth behind that cost is steep. Grok Bot launched in August 2026. By early October it had 800,000 paid weekly users. xAI president Gwynne Shotwell said that count had more than doubled in a single month.

Musk's reply spread fast on its own. It pulled 6,556 likes in hours. It pulled 1,382 replies in the same stretch. The original complaint tweet pulled 229 likes of its own.

A Reddit thread on r/artificial carried the story too. Commenters there reported the same sudden caps.

An AI agent is software that completes tasks on its own. Grok Bot is one example, built by Musk's company xAI. Each reply from an agent uses real computing power. That power costs money every time a bot answers. Fast growth in users can still mean fast growth in losses.

Grok Bot grew faster than almost any product Musk has built. That speed pushed its costs up just as fast. Musk chose to slow usage instead of paying for all of it.

The choice says something about every AI agent built today. A busy chart of new users looks great on a slide. It can still break a budget behind the scenes.

Users liked Grok Bot enough to use up their weekly limits early. xAI now must decide how much of that love it can afford to serve for free.

What it says about the people in AI

Musk said Grok Bot's running costs passed its revenue as users hit sudden usage caps.

Sources

  1. FourWeekMBA Musk Says Grok Bot's Serving Cost Was Too High for Revenue
  2. Tesla North Elon Musk Says Grok Bot Cost Too Much to Serve as Users Hit Limits
  3. FourWeekMBA Grok Bot's 800K Weekly Payers and Muse's 10.2M US Downloads

Number 2

Lab postDeepSeek

DeepSeek Opens Its Super-Agent Design to Everyone

DeepSeek Harness @DeepSeekHarness on XPosted

DeepSeek Harness@DeepSeekHarness

https://t.co/gwwIHtyCRQ

Open on X (opens a new tab)

By the numbers

Likes, the DeepSeek Harness post
8,135
On X
As of
Likes, the DeepSeek Harness post: Source: X public data
Replies, the same post
264
On X
As of
Replies, the same post: Source: X public data
GitHub stars, dsh-superagent-prototype
7,141
Beyond X
As of
GitHub stars, dsh-superagent-prototype: Source: GitHub
GitHub forks, the same repository
724
Beyond X
As of
GitHub forks, the same repository: Source: GitHub

The take

DeepSeek Harness posted a long article on X today. The article explains a new design called Super-agent. DeepSeek Harness is the team behind DeepSeek's coding tools.

A super-agent is one system built from many smaller agents. One router agent reads a request first. It then hands pieces of the work to several worker agents.

The post says the router stays on at all times. It can react to a chat message, a file change, or a calendar event. A person has to do little to start it.

The team also shared working code. The project is called dsh-superagent-prototype. DeepSeek calls it a prototype, a step before a finished product.

The post itself drew huge numbers. It pulled 8,135 likes on X. It pulled 264 replies in the same stretch.

The code spread just as fast on GitHub. The repository gathered 7,141 stars. It gathered 724 forks from other coders in a single day.

Readers on Reddit picked up the story too. Threads on r/singularity and r/LocalLLaMA shared the same article. Posters there called the design a real shift in how agents get built.

Anthropic's Claude Code is the main rival here. Bloomberg reported that DeepSeek built this tool to challenge that product directly. DeepSeek's models already cost far less to run than many Western rivals.

An open prototype changes who can build with an idea. Any coder can read DeepSeek's code today. Any coder can copy the router-and-workers design for a new tool. A small team can test the idea on its own hardware this week.

The real test comes later. DeepSeek still has to turn this prototype into a stable product. Rivals now have a clear map of how DeepSeek plans to compete. Claude Code's own team will likely answer with a design of its own.

What it says about the people in AI

DeepSeek open-sourced its always-on Super-agent design to challenge Anthropic's Claude Code.

Sources

  1. Reddit (r/LocalLLaMA, linking DeepSeek Harness on X) DeepSeek: Exploring Super-agent Design: Towards a More Autonomous Agent System
  2. Bloomberg (via X) DeepSeek has released a prototype of a more autonomous coding agent as it seeks to challenge Anthropic's popular Claude Code

Number 3

Reddit thread

Gemini Redraws Pixar's Intro While Claude Refuses

r/singularity u/141_1337Posted

r/singularityu/141_1337

Anthropic's growing restrictions are creating a new divide in the AI capabilities race: Gemini 4 Argon recreates Pixar's iconic intro, while Claude Opus 5.5 refuses over copyright...

Open on Reddit (opens a new tab)

By the numbers

Comments on the Reddit post
224
On Reddit
As of
Comments on the Reddit post: Source: Reddit
Wikipedia pageviews, Claude (language model), Oct. 31
198
Beyond Reddit
As of
Wikipedia pageviews, Claude (language model), Oct. 31: Source: Wikipedia pageviews
Wikipedia pageviews, Gemini (language model), Oct. 31
982
Beyond Reddit
As of
Wikipedia pageviews, Gemini (language model), Oct. 31: Source: Wikipedia pageviews
Idle games released on Steam in one week, tied to the AI-slop wave
54
Beyond Reddit
As of
Idle games released on Steam in one week, tied to the AI-slop wave: Source: pcgamer.com

The take

A video on r/singularity compared two AI models side by side. One showed Google's Gemini 4 Argon. The other showed Anthropic's Claude Opus 5.5.

The poster asked both models to copy Pixar's famous lamp intro. Gemini 4 Argon drew a close copy of the scene. Claude Opus 5.5 declined. It drew an unrelated toaster instead.

The gap traces back to a rule change. Anthropic told Claude Opus 5.5 to avoid copying existing games and characters. The rule aims to stop cheap clones of other people's work.

The change followed a real problem on Steam. Last week alone, 54 new idle games appeared. Many of them looked near identical. Many developers blamed cheap AI copies for the flood.

Readers on Reddit argued about the trade-off. One comment said a blocked request still burns paid tokens. Another said the rule keeps artists paid for their own work.

The thread pulled 224 comments inside a single day. People kept posting fresh examples of Claude's refusals. Others posted Gemini doing the same banned task right away.

The divide shows up in plain public data too. Wikipedia's Claude page drew 198 views on October 31. Wikipedia's Gemini page drew 982 views the same day. That is nearly five times as many.

A company called Try ArtCraft noticed the opening fast. It launched a tool this week built to skip Anthropic's copying rules entirely.

Two labs now sell two different products under one label. Gemini offers more raw power with fewer checks in place. Claude offers more guardrails, with a cost in speed and choice.

Buyers will decide which trade they prefer. A developer chasing speed may pick the model with fewer refusals. A developer worried about lawsuits may pick the model built to refuse.

What it says about the people in AI

Claude Opus 5.5 refuses a copying task that Gemini 4 Argon completes.

Sources

  1. PC Gamer Anthropic updates Claude to 'steer it away' from letting users clone games following weeks of Steam being inundated with AI slop
  2. Yahoo Tech Anthropic's Claude AI blocks video game cloning and reverse-engineering
  3. PC Gamer Steam Week in Review: 54 idle games released on Steam last week, and many look eerily similar

Number 4

Reddit thread

Calegari Tells Mathematicians AI Changed Their Game

r/singularity u/SammaVacoPosted

r/singularityu/SammaVaco

Singularity-Whitepilled Mathematician. "I hope AI can help mathematicians break out of the straitjacket of being constrained by the first natural conjecture they cannot prove"

“The game has just changed.”

Open on Reddit (opens a new tab)

By the numbers

Comments on the Reddit post
8
On Reddit
As of
Comments on the Reddit post: Source: Reddit
Points, the matching Hacker News thread
193
Beyond Reddit
As of
Points, the matching Hacker News thread: Source: Hacker News
Comments, the same Hacker News thread
206
Beyond Reddit
As of
Comments, the same Hacker News thread: Source: Hacker News
Wikipedia pageviews, Terence Tao, Oct. 31
1,690
Beyond Reddit
As of
Wikipedia pageviews, Terence Tao, Oct. 31: Source: Wikipedia pageviews

The take

A new post on Terence Tao's math blog spread fast today. The post is a guest piece by mathematician Frank Calegari. Tao hosts guest writers on his site.

Calegari's point is simple to state. AI tools can now prove many hard math problems. They can do it on their own.

"The game has just changed," Calegari wrote. He says the real skill now is picking good questions. A good question matters more than one more proof.

Calegari points to one AI lab's output as proof. OpenAI released more than 700 research papers on October 6. That pace shows how fast machines can now churn out proofs.

He also points to history for comparison. Math fully classified finite simple groups by 1983. That work took from 1972 to finish. He says math survived that shift. He says it can survive this one too.

A fellow mathematician named Mihalis Szegedy adds a related point. He says math once prized pure fairness above all else. Soon, picking the right problem will matter more than raw proving speed.

Readers spread the piece across two places at once. A Reddit post about it pulled 8 comments. A matching post on Hacker News pulled 193 points and 206 comments.

Tao himself draws real public attention. His Wikipedia page pulled 1,690 views on October 31 alone.

The debate here reaches past one blog post. Many mathematicians fear AI will take over their daily work. Calegari's answer is that the job only shifts.

Schools and journals may need new rules soon. A new hire might get judged on good questions, more than on finished proofs. That shift could reach students training today. Graduate programs may need to teach that skill on purpose.

What it says about the people in AI

A guest post on Terence Tao's blog says AI changed math, so good questions matter most.

Sources

  1. What's New (Terence Tao's blog) Mathematics has changed. Let's act like it

Number 5

Reddit thread

Hassabis Says AI Data Centers Should Look Beautiful

r/singularity u/Recent_Fox4339Posted

r/singularityu/Recent_Fox4339

Demis Hassabis says AI data centers should be beautiful and we should take their effect on our physical surroundings seriously

Open on Reddit (opens a new tab)

By the numbers

Comments on the Reddit post
45
On Reddit
As of
Comments on the Reddit post: Source: Reddit
Wikipedia pageviews, Demis Hassabis, Oct. 31
1,872
Beyond Reddit
As of
Wikipedia pageviews, Demis Hassabis, Oct. 31: Source: Wikipedia pageviews
Google's planned 2026 AI capital spending, low end
$195 billion
Beyond Reddit
As of
Google's planned 2026 AI capital spending, low end: Source: datacenterdynamics.com
Google's planned 2026 AI capital spending, high end
$205 billion
Beyond Reddit
As of
Google's planned 2026 AI capital spending, high end: Source: datacenterdynamics.com

The take

A video clip of Demis Hassabis spread on r/singularity today. Hassabis leads Google DeepMind, the lab behind the Gemini models. The clip comes from an older talk with Hannah Fry.

In the clip, Hassabis makes a direct claim. He says AI data centers should look beautiful. He says builders should take their effect on neighbors seriously.

The comment lands at a tense moment. Google plans to spend 195 billion to 205 billion dollars on AI in 2026. Much of that money will build new data centers.

Those buildings already draw local anger in many towns. Residents complain about noise. They complain about water use and strained power grids. A data center can also change how a street looks and feels.

The Reddit thread pulled 45 comments fast. Posters debated whether beauty can fix a real resource problem. One view said nicer walls leave the water bill unchanged.

Hassabis himself draws steady public interest. His Wikipedia page pulled 1,872 views on October 31 alone.

Other AI leaders have made similar comments lately. OpenAI has pushed to call its own data centers compute campuses instead. Critics call that kind of language a distraction from real costs.

A data center's exact look rarely changes its power draw. A pretty building still needs the same water for cooling. A pretty building still needs the same grid power at night.

Hassabis frames beauty as one small piece of a bigger duty. Labs plan to keep building bigger sites for years to come. Google alone plans to spend tens of billions more than it did last year. Each new site will test that promise in a real town. How those sites look may shape public trust just as much as their output.

What it says about the people in AI

Demis Hassabis says AI data centers should look beautiful, as Google plans record new spending.

Sources

  1. Data Center Dynamics Google increases 2026 capex to $195-205bn as it accelerates AI data center buildout
  2. TechCrunch OpenAI might rebrand its data centers as 'AI compute campuses'

Number 6

Reddit thread

Four AI Labs Back One Robots.txt Opt-Out Line

r/OpenAI u/rhieverPosted

r/OpenAIu/rhiever

OpenAI will honor a shared robots.txt signal so websites can opt out of AI training

Open on Reddit (opens a new tab)

By the numbers

Comments on the Reddit post
24
On Reddit
As of
Comments on the Reddit post: Source: Reddit
Wikipedia pageviews, Robots.txt, Oct. 31
264
Beyond Reddit
As of
Wikipedia pageviews, Robots.txt, Oct. 31: Source: Wikipedia pageviews
Likes, an X post explaining the new signal
56
Beyond Reddit
As of
Likes, an X post explaining the new signal: Source: X public data
Replies, the same X post
23
Beyond Reddit
As of
Replies, the same X post: Source: X public data

The take

A post on r/OpenAI pointed to a new shared rule today. OpenAI, Google, Microsoft, and Anthropic agreed to honor it together. Robots.txt is a small file a website uses to set rules for visiting bots.

The new rule adds one shared line to that file. A site owner writes it once using a new tag. That single line tells all four companies to skip the site for AI training.

Before this change, a site needed a separate rule for each company. Each AI company reads its own bot name in robots.txt. One shared line now answers four of the biggest AI labs at once.

The four companies announced the plan on October 30. The new signal builds on work from an internet standards group. That group is the Internet Engineering Task Force's AI Preferences working group.

The change has real limits, though. It only covers content the bots fetch after a site adds the rule. It skips material already sitting inside older training sets.

The Reddit thread pulled 24 comments fast. Commenters asked how fast every crawler would actually honor the new line.

Wikipedia's own page about robots.txt drew 264 views on October 31. That is a small number. It shows how rarely most people think about this file at all.

One X post explaining the news pulled 56 likes and 23 replies. Readers there asked the same question as the Reddit crowd.

A shared rule still depends on trust. A company could still ignore the line and pay a small price today. Publishers now wait to see if the promise holds once traffic keeps growing. A failed promise here could push publishers toward blocking crawlers outright. For now, one line in one file can speak for four giant labs at once.

What it says about the people in AI

OpenAI, Google, Microsoft, and Anthropic will honor one shared line letting sites skip AI training.

Sources

  1. OpenAI Making it easier for websites to express AI training preferences
  2. Search Engine Journal Google, Microsoft & OpenAI Plan To Honor Shared AI Training Opt-Out

That is AI right now.

The AI posts and threads that drew the most attention in the 6 hours before 6:07 p.m. ET. Newer updates wait in the archive.

Next update in--:--:--Four updates a day, six hours apart

Best ten in the markets

Gain since the previous close · Nov 1, 7:46 PM ET · Yahoo Finance

  1. 1Adobe ADBE · Stock$250.23+0.85%
  2. 2iShares 7-10 Year Treasury IEF · Bond$91.76+0.56%
  3. 3iShares 20+ Year Treasury TLT · Bond$81.84+0.43%
  4. 4iShares National Muni Bond MUB · Bond$104.18+0.31%
  5. 5Vanguard Total Bond Market BND · Bond$71.56+0.25%
  6. 6iShares Core U.S. Aggregate AGG · Bond$96.36+0.22%
  7. 7iShares 1-3 Year Treasury SHY · Bond$81.70+0.15%
  8. 8Netflix NFLX · Stock$62.08+0.05%
  9. 9iShares Investment Grade Corporate LQD · Bond$104.27+0.05%
  10. 10IBM IBM · Stock$257.81−0.18%

See the charts in MoneyA record of price, not investment advice.

More updates

All updates
  1. Tuesday, Nov. 3, 2026

  2. Monday, Nov. 2, 2026

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