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Afternoon Update · Nov. 2

A text from Dad: what’s happening in ai rn? The reply: Musk Blames Costs for Grok Bot's Usage Limits

The boy says: GROK GOT TOO EXPENSIVE SO USERS GOT LESS

The boy from AI Lately's Sunday Funnies, in glasses, a white T-shirt and black shorts: a shrug with open palms, worried brows, a flat mouth.

Monday, Nov. 2, 2026 · Afternoon Update

Musk Blames Costs for Grok Bot's Usage Limits

Musk blamed high costs for Grok Bot's new limits, while an AI agent performed a first mouse brain surgery.

Number 1, Lab post · xAI

Elon Musk @elonmusk

Nov. 1 · 3:34 p.m. ET

Musk Blames Costs for Grok Bot's Usage Limits

@elonmusk wroteThe cost of serving Grok Bot was unsustainably high relative to revenue
16,049
Likes, Musk's reply
On X
3,566
Replies, the same post
On X
1,338
Wikipedia pageviews, Grok (chatbot), Nov. 1
Beyond X

The takeaway

Musk says Grok Bot's running costs outpaced its revenue, so limits tightened.

Number 2, Viral on X

Gabriel Ocana-Santero @OcanaSantero

Oct. 28 · 9:58 a.m. ET

Claude Agent Performs Brain Surgery on a Mouse

@OcanaSantero wroteLast night an AI agent performed brain surgery on a mouse.
9,570
Likes, Ocana-Santero's post
On X
309
Replies, the same post
On X
75
Points, the Hacker News thread
Beyond X

The takeaway

An AI agent chose and delivered a mouse's gene therapy, with vet oversight.

Number 3, Reddit thread

r/LocalLLaMA u/ResearchCrafty1804

Nov. 2 · 11:42 a.m. ET

Alibaba Vows Qwen Stays Open Source

u/ResearchCrafty1804 postedOfficial Statement: Qwen Models Will Stick to Open Source to the End!
95
Comments on the Reddit post
On Reddit
27,700
GitHub stars, QwenLM/Qwen3
Beyond Reddit
2,096
GitHub forks, QwenLM/Qwen3
Beyond Reddit

The takeaway

Qwen's team says its next two model lines will stay open source.

Number 4, Lab post · Meituan LongCat

Meituan LongCat @Meituan_LongCat

Nov. 2 · 9:35 a.m. ET

Meituan Launches LongCat-2.5 for Long AI Tasks

@Meituan_LongCat wroteIntroducing LongCat-2.5, our latest natively multimodal agentic model with 1.6T total parameters and ~48B active.
1,167
Likes, Meituan LongCat's post
On X
85
Replies, the same post
On X
40
Points, the Hacker News thread
Beyond X

The takeaway

Meituan's LongCat-2.5 activates only 48 billion of its 1.6 trillion parameters per prompt.

Number 5, Reddit thread

r/ClaudeAI u/Puzzleheaded-King584

Nov. 2 · 11:25 a.m. ET

Anthropic's AI Use Outspends Its Own Payroll

u/Puzzleheaded-King584 postedAnthropic is now spending more money on its "AI employees" than its human employees
30
Comments on the Reddit post
On Reddit
171
Points, a Hacker News thread on the same S-1 filing
Beyond Reddit
3.152 billion dollars
Personnel expenses, Anthropic, first half of 2026
Beyond Reddit

The takeaway

Anthropic's internal AI use is now valued above its own payroll, filings show.

Number 6, Reddit thread

r/LocalLLaMA u/FeydRowan

Nov. 2 · 8:08 a.m. ET

Home Coder Tests Claude Against Local AI Models

u/FeydRowan postedNot another tok/s post: local quants vs Claude on 9 real bugs
91
Comments on the Reddit post
On Reddit
6,587
Wikipedia pageviews, Anthropic, Nov. 1
Beyond Reddit
0.74
Blind-judge score, Claude Opus 5.5 (out of 1.0)
On Reddit

The takeaway

Claude Opus 5.5 beat two local open models on nine real bug fixes.

You're caught up

That's AI right now.

The posts that drew the most attention in the 6 hours before 12:07 p.m. ET.

Best ten in the markets

Gain since the previous close · Nov 2, 11:29 AM ET · Yahoo Finance

  1. 1Amazon AMZN · Stock+4.67%
  2. 2SpaceX SPCX · Stock+4.34%
  3. 3Uber UBER · Stock+3.03%
  4. 4ServiceNow NOW · Stock+2.94%
  5. 5Tesla TSLA · Stock+2.81%
  6. 6Global X Robotics & AI BOTZ · Fund+1.41%
  7. 7Adobe ADBE · Stock+1.40%
  8. 8Qualcomm QCOM · Stock+1.29%
  9. 9Broadcom AVGO · Stock+1.27%
  10. 10Alphabet GOOGL · Stock+1.20%

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 Blames Costs for Grok Bot's Usage Limits

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 GOT TOO EXPENSIVE SO USERS GOT LESS

The boy from AI Lately's Sunday Funnies, in glasses, a white T-shirt and black shorts: a shrug with open palms, worried brows, a flat mouth.

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

An earlier update. Read the latest

Musk Blames Costs for Grok Bot's Usage Limits

Musk blamed high costs for Grok Bot's new limits, while an AI agent performed a first mouse brain surgery.

Published 12:07 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 Blames Costs for Grok Bot's Usage Limits

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
16,049
On X
As of
Likes, Musk's reply: Source: X public data
Replies, the same post
3,566
On X
As of
Replies, the same post: Source: X public data
Wikipedia pageviews, Grok (chatbot), Nov. 1
1,338
Beyond X
As of
Wikipedia pageviews, Grok (chatbot), Nov. 1: Source: Wikipedia pageviews
Paid weekly users, Grok Bot, reported in early October
800,000+
Beyond X
As of
Paid weekly users, Grok Bot, reported in early October: Source: techradar.com

The take

Elon Musk runs xAI, the company behind Grok Bot. Grok Bot is xAI's AI companion app on X.

On November 1, a user named Doge Norway asked Musk a question. Doge Norway said many people's weekly usage ran out early.

Musk replied with one blunt line. He said serving Grok Bot cost more than it earned.

That single post pulled 16,049 likes. It drew 3,566 replies and quote posts. Many of those replies came from paying subscribers.

Grok's team flagged a second problem too. A dashboard bug had shown some users the wrong usage numbers. xAI called that bug fixed and separate from the real cutback.

Officials skipped exact costs and revenue figures. Musk left the limits and the reset date open. xAI left any fix for a later update.

The timing surprised plenty of users. Two weeks earlier, Musk had bragged about rapid growth. He called it the fastest growth he had seen.

Grok Bot reached over 800,000 paid weekly users in early October. That number had more than doubled in a single month.

Growth that fast still cost real money to run. Wikipedia's page on Grok Bot drew 1,338 views that day.

Users split into two camps fast. Some said the quiet cut broke a promise on growth. Others said any company can hit a cost wall this fast.

The same squeeze hits every major AI lab right now. OpenAI cut, then restored, its own usage limits last week. Compute and memory both cost more as AI use grows.

Subscribers now face a tighter weekly allowance and a pending fix. Musk's reply shows a hard trade AI companies face today. Fast growth can still outrun the money it brings in.

What it says about the people in AI

Musk says Grok Bot's running costs outpaced its revenue, so limits tightened.

Sources

  1. TechRadar Elon Musk throttled Grok Bot after its usage costs became 'unsustainably high' — as ChatGPT users call OpenAI's new limits the 'end of an era'
  2. Forbes Elon Musk Says Grok Bot's Costs Were 'Unsustainably High' Amid Complaints Over Usage Limits

Number 2

Viral on X

Claude Agent Performs Brain Surgery on a Mouse

Gabriel Ocana-Santero @OcanaSantero on XPosted

Gabriel Ocana-Santero@OcanaSantero

Last night an AI agent performed brain surgery on a mouse.

We gave it 19 gene therapy vectors in a spreadsheet, a mouse model of epilepsy, access to a motorize surgery rig with cameras and one goal: reduce seizures.

It picked the drug. It picked the brain region. It derived the… pic.twitter.com/P2ykp3aToo

Open on X (opens a new tab)

By the numbers

Likes, Ocana-Santero's post
9,570
On X
As of
Likes, Ocana-Santero's post: Source: X public data
Replies, the same post
309
On X
As of
Replies, the same post: Source: X public data
Points, the Hacker News thread
75
Beyond X
As of
Points, the Hacker News thread: Source: Hacker News
Comments, the same Hacker News thread
76
Beyond X
As of
Comments, the same Hacker News thread: Source: Hacker News
1 more number behind this take

The take

Gabriel Ocana-Santero runs a startup called Exin Therapeutics. He posted a striking claim on X in late October.

His team let an AI agent perform brain surgery on a mouse. An AI agent is software that works toward a goal on its own. The team built a motorized surgery rig with cameras attached.

Researchers gave the agent 19 gene therapies in a spreadsheet. They picked a mouse with epilepsy for the test. Epilepsy causes sudden seizures inside the brain.

The team set one goal: stop the seizures. It chose the drug and the brain region. Coordinates came from science papers it searched itself.

Two bigger AI models refused the job first. Claude Opus 5.5 declined to guarantee a safe finish. The team then tried Claude Sonnet 5. That model agreed and carried out the plan.

A vet watched every risky step of the surgery. The vet held a kill switch for the whole rig. Fixed limits on each injection kept doses in a safe range.

During the task, a connection to the rig dropped once. The agent noticed its position had drifted out of range. It refused to continue until a vet fixed the code.

The post pulled 9,570 likes on X. It drew 309 replies in the same thread.

Days later, the story reached the front page of Hacker News. That thread pulled 75 points of its own. It drew 76 comments too.

The mouse recovered well, Ocana-Santero said. Two days later, his team ran the same test again. This time, two other AI models each chose a different drug and region.

Outside scientists have yet to confirm the claim. Even so, the post marks a first for AI in medicine. An agent chose a treatment, then delivered it itself.

What it says about the people in AI

An AI agent chose and delivered a mouse's gene therapy, with vet oversight.

Sources

  1. The Decoder A Claude model autonomously chose a gene therapy and operated on a mouse brain with no human decision-making
  2. Tom's Hardware Startup uses AI agent to perform controversial brain surgery on a mouse, Anthropic Sonnet controlled motorized surgery rig

Number 3

Reddit thread

Alibaba Vows Qwen Stays Open Source

r/LocalLLaMA u/ResearchCrafty1804Posted

r/LocalLLaMAu/ResearchCrafty1804

Official Statement: Qwen Models Will Stick to Open Source to the End!

Open on Reddit (opens a new tab)

By the numbers

Comments on the Reddit post
95
On Reddit
As of
Comments on the Reddit post: Source: Reddit
GitHub stars, QwenLM/Qwen3
27,700
Beyond Reddit
As of
GitHub stars, QwenLM/Qwen3: Source: GitHub
GitHub forks, QwenLM/Qwen3
2,096
Beyond Reddit
As of
GitHub forks, QwenLM/Qwen3: Source: GitHub
Hugging Face downloads, Qwen3-235B-A22B
351,183
Beyond Reddit
As of
Hugging Face downloads, Qwen3-235B-A22B: Source: Hugging Face
2 more numbers behind this take

The take

Alibaba's Qwen team builds some of the most used open AI models. A Reddit post on r/LocalLLaMA shared a new promise from the team.

The post said Qwen 4.0 and Qwen 5.0 will stay open. Open means anyone can download the model's own code and weights.

Most Qwen releases carry the Apache 2.0 license. That license lets a company resell tools built on the model.

Rumors had said otherwise just days before this post. Some posts guessed Qwen might soon sell access through an API only.

Junyang Lin led Qwen's team until he stepped down in March. His exit fed worries that Alibaba might lock the models up.

The post pushed back with real numbers. Qwen models have passed 3 billion downloads worldwide. Over 460 open models carry the Qwen name, the post said.

Builders have made more than 300,000 versions of those models. Each version counts as its own separate download. Few single companies can match that scale.

Redditors reacted fast to the news. The thread drew 95 comments in one day.

Qwen's main code repository backs up the scale. It carries 27,700 stars on GitHub. The same repository has 2,096 forks from other coders.

One flagship Qwen model alone shows the same pattern. It has 351,183 downloads on Hugging Face.

Open models let any coder inspect, change, and reuse the code. Companies can run a Qwen model inside their own walls. That setup keeps sensitive data off an outside server.

China's open models now compete directly with the biggest American labs. Meta, OpenAI, and Anthropic all watch Qwen's download numbers closely.

This post gave Qwen's open fans a reason to relax. It also showed how fast rumors spread once one leader walks away.

What it says about the people in AI

Qwen's team says its next two model lines will stay open source.

Sources

  1. Fortune Alibaba AI models hit 3 billion downloads, passing Meta, Google
  2. KrASIA Alibaba scrambles after sudden departure of Qwen tech lead

Number 4

Lab postMeituan LongCat

Meituan Launches LongCat-2.5 for Long AI Tasks

Meituan LongCat @Meituan_LongCat on XPosted

Meituan LongCat@Meituan_LongCat

Introducing LongCat-2.5, our latest natively multimodal agentic model with 1.6T total parameters and ~48B active.

Built for long-horizon agentic tasks, it brings stronger visual understanding and agentic coding to work ranging from complex coding projects to visual coding such… pic.twitter.com/KuZTk38HXr

Open on X (opens a new tab)

By the numbers

Likes, Meituan LongCat's post
1,167
On X
As of
Likes, Meituan LongCat's post: Source: X public data
Replies, the same post
85
On X
As of
Replies, the same post: Source: X public data
Points, the Hacker News thread
40
Beyond X
As of
Points, the Hacker News thread: Source: Hacker News
Comments, the same Hacker News thread
13
Beyond X
As of
Comments, the same Hacker News thread: Source: Hacker News
1 more number behind this take

The take

Meituan runs LongCat, a Chinese AI lab. On November 2, the team unveiled its newest model on X. They call it LongCat-2.5.

An agentic model can act on its own across many steps. It can click through a browser or edit a spreadsheet alone.

LongCat-2.5 is a mixture-of-experts model. A mixture-of-experts model splits its work among many smaller parts. Each prompt only wakes up the parts it needs.

The full model holds 1.6 trillion parameters. Only about 48 billion stay active for any single prompt. That split keeps the model fast while still holding deep knowledge.

The model reads up to 1 million tokens at once. A token is a small chunk of text or image data. That window can hold a huge codebase in one pass.

The model is natively multimodal. It reads text, images, and interface screens the same way. Meituan built it for long jobs like coding, spreadsheets, and design tools.

The post pulled 1,167 likes within hours. That pace topped every other post from the account this week. It drew 85 replies and quote posts.

The launch also reached Hacker News the same day. That thread pulled 40 points. It drew 13 comments.

Meituan claims LongCat-2.5 matches Claude Opus on some coding tests. Outside labs have yet to check that claim.

China's AI labs keep shipping bigger agentic models each month. Meituan made its name delivering food, far from AI labs. That history makes this launch stand out more.

Alibaba's Qwen and Moonshot's Kimi fight for the same coders. Every new release pushes the others to answer fast.

Developers can try the model through an API or a chat page today. The real test comes once outside coders push it on real work.

What it says about the people in AI

Meituan's LongCat-2.5 activates only 48 billion of its 1.6 trillion parameters per prompt.

Sources

  1. LongCat Introducing LongCat-2.5
  2. Crypto Briefing Meituan releases LongCat-2.5, a 1.6 trillion parameter multimodal model built for agentic work

Number 5

Reddit thread

Anthropic's AI Use Outspends Its Own Payroll

r/ClaudeAI u/Puzzleheaded-King584Posted

r/ClaudeAIu/Puzzleheaded-King584

Anthropic is now spending more money on its "AI employees" than its human employees

Open on Reddit (opens a new tab)

By the numbers

Comments on the Reddit post
30
On Reddit
As of
Comments on the Reddit post: Source: Reddit
Points, a Hacker News thread on the same S-1 filing
171
Beyond Reddit
As of
Points, a Hacker News thread on the same S-1 filing: Source: Hacker News
Personnel expenses, Anthropic, first half of 2026
3.152 billion dollars
Beyond Reddit
As of
Personnel expenses, Anthropic, first half of 2026: Source: 1023jack.com
Year-over-year jump in personnel expenses
486%
Beyond Reddit
As of
Year-over-year jump in personnel expenses: Source: 1023jack.com
2 more numbers behind this take

The take

A Reddit post on r/ClaudeAI made a bold claim this week. It said Anthropic now spends more on its own AI use than on its people.

The claim traces back to Anthropic's own IPO filing. Anthropic filed an amended S-1 with regulators on November 2.

The filing says one number crossed another back in April. That month, the value of staff's internal Claude use passed monthly payroll. Payroll here excludes stock awards given to staff.

That usage value grew fast after April too. It rose about 250 times over from January to September.

The number comes with a catch though. It uses list prices for internal AI use, apart from real cash spent on compute.

Anthropic has yet to break out that real compute cost on its own. The true number sits buried inside its research budget instead.

Staff costs still grew a lot this year. Personnel expenses hit 3.152 billion dollars in the first half of 2026. That marked a 486 percent jump from a year earlier.

Stock pay made up about 70 percent of that personnel bill. Cash salaries cover a smaller slice than readers might guess.

Anthropic kept hiring through all of this. Headcount reached roughly 5,300 people by September. That is more than five times its headcount at the end of 2024.

The Reddit post drew 30 comments fast. A separate Hacker News thread on the same filing pulled 171 points.

Readers split over what the comparison really proves. One side sees proof that AI now outworks a human team. The other side calls it a company's own internal estimate, apart from a real bill.

Either way, the filing shows a stark split. Anthropic spends heavily on both its people and its own AI, at the same time.

What it says about the people in AI

Anthropic's internal AI use is now valued above its own payroll, filings show.

Sources

  1. 1023 Jack Anthropic Says Its Own AI Use Is Now Worth More Than Its Payroll. What That Number Means, And What It Doesn't
  2. FourWeekMBA Stock Pay Is About 70% of Anthropic's $3.2B Personnel Bill

Number 6

Reddit thread

Home Coder Tests Claude Against Local AI Models

r/LocalLLaMA u/FeydRowanPosted

r/LocalLLaMAu/FeydRowan

Not another tok/s post: local quants vs Claude on 9 real bugs

Open on Reddit (opens a new tab)

By the numbers

Comments on the Reddit post
91
On Reddit
As of
Comments on the Reddit post: Source: Reddit
Wikipedia pageviews, Anthropic, Nov. 1
6,587
Beyond Reddit
As of
Wikipedia pageviews, Anthropic, Nov. 1: Source: Wikipedia pageviews
Blind-judge score, Claude Opus 5.5 (out of 1.0)
0.74
On Reddit
As of
Blind-judge score, Claude Opus 5.5 (out of 1.0): Source: Reddit
Blind-judge score, Qwen3.8-Flash-Next NVFP4 (out of 1.0)
0.50
On Reddit
As of
Blind-judge score, Qwen3.8-Flash-Next NVFP4 (out of 1.0): Source: Reddit
1 more number behind this take

The take

A coder who posts as FeydRowan tested nine real bugs. Each bug came from their own GPU software project.

They ran each bug past several AI models. The models included six versions of Claude and two local open models.

Local models run on a coder's own computer. Claude models run through Anthropic's own servers instead.

Every model got the same bug report and the same code. Each one had to find the cause and write a fix.

A hidden key scored each fix automatically. Claude Opus 5 then scored the same fixes again as a blind judge.

Opus 5.5 scored highest among every model tested. It reached 0.74 out of a possible 1.0.

Two local models called Qwen3.8-Flash-Next came next. Each scored close to 0.50 on the same scale.

The poster tested one local model at two different sizes. A smaller, three-bit version barely lost any score at all.

That smaller version needed far more thinking to get there. It used about 40 percent more tokens per task than the fuller version.

A token is one small chunk of text a model reads or writes. More tokens mean a longer wait for the same answer.

The poster's own written language added a wrinkle too. Every bug report came in Italian, a language choice every model had to handle.

The thread drew 91 comments on Reddit. Readers argued about what the results really prove.

Anthropic's own page on Wikipedia drew 6,587 views on November 1. Claude's six-model sweep in this test may explain some of that interest.

This kind of test matters more than a raw speed number. A model that answers fast but wrong still costs a coder real time.

What it says about the people in AI

Claude Opus 5.5 beat two local open models on nine real bug fixes.

Sources

  1. Reddit Not another tok/s post: local quants vs Claude on 9 real bugs

That is AI right now.

The AI posts and threads that drew the most attention in the 6 hours before 12:07 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 2, 11:29 AM ET · Yahoo Finance

  1. 1Amazon AMZN · Stock$251.59+4.67%
  2. 2SpaceX SPCX · Stock$140.57+4.34%
  3. 3Uber UBER · Stock$67.23+3.03%
  4. 4ServiceNow NOW · Stock$108.21+2.94%
  5. 5Tesla TSLA · Stock$411.05+2.81%
  6. 6Global X Robotics & AI BOTZ · Fund$32.68+1.41%
  7. 7Adobe ADBE · Stock$253.74+1.40%
  8. 8Qualcomm QCOM · Stock$166.92+1.29%
  9. 9Broadcom AVGO · Stock$330.23+1.27%
  10. 10Alphabet GOOGL · Stock$283.21+1.20%

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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