![](\"https:\/\/fortune.com\/img-assets\/wp-content\/uploads\/2026\/11\/GettyImages-2297762999-e1793897165919.jpg?w=2048\")
<\/p>\n<\/p>\n
Welcome to Eye on AI. Beatrice Nolan here. In today\u2019s issue:<\/p>\n
OpenAI took its Dev Day roadshow to London this week, attempting to sell the city\u2019s developers on Dots, the company\u2019s new, always-on AI assistant.<\/p>\n
The company first announced Dots at its big annual developer event in San Francisco a month ago, pitching them as its flagship agentic offering. Whereas tools like Codex, the company\u2019s coding assistant, wait for a user\u2019s instructions, Dots are meant to be proactive. The assistant learns a user\u2019s goals, watches their inbox and work tools, and starts tasks before they ask. (Dots aren\u2019t available in Europe yet, but OpenAI said it is working with European regulators to change that.)<\/p>\n
The industry is betting that proactive personal agents are the natural next step for AI, potentially driving as much value on the consumer side as coding agents did on the enterprise side. It\u2019s an increasingly urgent new market for the industry right now, as companies, including Apple and Goldman Sachs, move to cap some employees\u2019 AI spend, a trend that could dent revenue growth at the leading AI labs.<\/p>\n
Given the stakes, it\u2019s not surprising that OpenAI is arriving in a crowded market. Meta\u2019s Muse got there first and has proved hugely popular with consumers; Elon Musk\u2019s xAI has Grok Bot; and Anthropic has its own Duet on the market too.<\/p>\n
How is OpenAI positioning Dots against that competition? By betting on high-end, high-spend users first.<\/p>\n
\u201cThere are many other assistants out there, some of which have great UI interfaces, but what they can accomplish can be less advanced,\u201d Romain Huet, OpenAI\u2019s head of developer experience, told me. \u201cWe really wanted to nail the enterprise and pro use case first, because I think that\u2019s where people will see the most value.\u201d<\/p>\n
The company is rolling out Dots to enterprises and its most expensive Pro subscribers in the U.S.<\/p>\n
That strategy also reflects how expensive these agents are to run. As my colleague Emily Forlini reported this week, Musk has said Grok Bot\u2019s running costs are \u201cunsustainably high relative to revenue,\u201d and Adam Fry, who runs ChatGPT\u2019s consumer business, told reporters that Dots are \u201con the compute-heavy side.\u201d OpenAI is trying to combat this by routing some Dot tasks to Terra, a smaller GPT-6.1 model, instead of sending them all to the larger GPT-6 Astra, Emily wrote. <\/p>\n
Huet told me OpenAI is aiming for token efficiency to keep costs down. He said the company\u2019s Terra model can perform better than Astra in some areas, such as computer use and writing, at \u201ca tenth of the price.\u201d The company wants \u201cthe most amount of value delivered per dollar invested in these Dots,\u201d he said.<\/p>\n
But cost isn\u2019t the only problem with agents like these. They also come with a host of privacy concerns. Critics, including Signal president Meredith Whittaker, have warned about the privacy trade-off of personal agents, which need deep access to users\u2019 data in order to be helpful and take autonomous action.\u00a0The trade-off may be acceptable in some cases, but the security and data privacy risks are substantial. <\/p>\n
These always-on agents also raise issues around consent, Whittaker points out. The people who email or message a Dot user, she argues, never agreed to have an AI read and ingest what they send.<\/p>\n
\u201cMuse is logging people\u2019s contact lists, the people they talk to,\u201d Whittaker said at the Masters of Scale Summit in October. \u201cIf you install Muse, and I am in your contact list, Muse now has my information. They are logging when we talk to each other\u2026That could be extraordinarily serious for somebody working on human rights in an authoritarian country who is trying to communicate data with somebody outside of that country.\u201d<\/p>\n
In response to these privacy concerns, Huet recommended users build up trust with these agents gradually. A user might start by connecting a calendar, then add Slack, then Gmail. He also has his own limits.\u00a0<\/p>\n
\u201cI personally said to my dot: I would love for you to categorize my email all the time. I would like for you to prep, possibly, what my answer might be, but don\u2019t send any emails on my behalf ever, and don\u2019t send any Slack messages on my behalf ever,\u201d he said. \u201cI want to do that myself.\u201d<\/p>\n
That leaves much of the privacy decision to individual users. In a later Q&A, OpenAI leadership said users can already see what their Dot accesses, and that the company is thinking about \u201can easy way to pick and choose\u201d which connections Dots can use. <\/p>\n
Ok, before we get to the rest of the AI news, I want to mention the amazing line up of speakers at our upcoming Fortune Brainstorm AI conference in San Francisco, which is taking place on Dec. 7 and 8. Come hear about the latest in AI from OpenAI\u2019s Greg Brockman, Microsoft AI CEO Mustafa Suleyman, Palo Alto Networks CEO Nikesh Arora, AI luminaries Fei-Fei Li and Andrew Ng, and LinkedIn cofounder and Greylock partner Reid Hoffman\u2014and that\u2019s just to name a few of the many incredible builders, doers, and thinkers who will be on hand. I\u2019ll be there, of course, alongside my Fortune AI reporting colleagues Jeremy Kahn and Emily Forlini. Why not join us? You can apply to attend here. <\/p>\n
And with that, here\u2019s the rest of the AI news.<\/p>\n
Beatrice Nolan
beatrice.nolan@fortune.com
@beafreyanolan<\/p>\n
FORTUNE ON AI<\/p>\n
After the midterms, Big Tech\u2019s AI data center problem is only getting bigger.\u00a0\u2014 by Sebastian Herrera<\/p>\n
Musk says Grok Bot\u2019s costs are \u2018unsustainably high,\u2019 while OpenAI admits Dots are \u2018compute heavy.\u2019 Is the personal AI agent push dead on arrival? \u2014 By Emily Forlini<\/p>\n
OpenAI hires Uber President Jill Hazelbaker to lead communications, filling a critical role that was curiously vacant for 10 months \u2014 By Emily Forlini<\/p>\n
Dario Amodei wants \u2018a country of geniuses in a data center.\u2019 Realizing that vision requires risky financial mechanics, Anthropic\u2019s IPO filing shows \u2014 By Wen Shao<\/p>\n
AI IN THE NEWS<\/p>\n
OpenAI to change how it handles data center deals after backlash. OpenAI says it will avoid nondisclosure agreements when it negotiates data center deals with public officials, and will make sure local residents don\u2019t pay for the electricity that powers its projects. The pledges are part of a new framework that OpenAI wants lawmakers to turn into binding rules for AI infrastructure. Under the plan, the company says it will pay the full cost of the power it uses, plus the grid upgrades utilities need to serve its sites. It will also publish water and electricity use for each facility, ask communities for input before construction, and favor low-water cooling. The move comes as opposition to data centers has hardened across the U.S. In this week\u2019s midterms, voters backed restrictions on development in dozens of local ballot measures. OpenAI\u2019s chief global affairs officer, Chris Lehane, said the framework would help set \u201ca very high floor\u201d for how the industry moves forward. The company said it had been working on the changes for months. Read more in Bloomberg.<\/p>\n
Anthropic\u2019s Claude Code product lead jumps to OpenAI. Cat Wu, one of Anthropic\u2019s highest-profile product managers, has joined rival OpenAI. Wu led product for Claude Code and later also took on Anthropic\u2019s Cowork product. She left the company at the end of October, and this week she announced she will lead product management for OpenAI\u2019s Core Products team. She will report to Thibault Sottiaux, who has led work on OpenAI\u2019s coding agent Codex, Claude Code\u2019s most direct competitor. \u201cTogether, we\u2019ll build agents that have your back and your team\u2019s, and keep you in control,\u201d Wu wrote on X. Before joining Anthropic in 2024, Wu was a partner at Index Ventures. She became a public face of Claude Code as it grew into one of Anthropic\u2019s biggest revenue drivers. Her exit follows the recent departures of two other Claude Code team members, including Anthony Morris, who built the Claude Code desktop app. Read more in Business Insider.<\/p>\n
Apple cuts employees\u2019 AI budgets. Apple is cutting how much its employees can spend on AI tools as part of a cost-cutting push, even as the company tries to put AI at the center of its operations. Last month, Apple quietly lowered the daily AI spending cap for some engineers to $200 from $300, and some teams could see theirs fall to as little as $100. Non-engineering groups, already limited to $100 a day, could see some caps drop as low as $25. Employees who need more can ask senior leadership for an exemption. Apple staff can use tools including Anthropic\u2019s Claude, OpenAI\u2019s ChatGPT and Google\u2019s Gemini, and some teams are being steered toward cheaper or on-device models. The cuts come as new CEO John Ternus pushes the company to run faster and leaner, and after Apple\u2019s R&D spending jumped 32% in fiscal 2026. Apple isn\u2019t alone: Microsoft, Meta, Tesla, and Uber have all limited employee AI use as token costs add up. Read more in Bloomberg.<\/p>\n
EYE ON AI NUMBERS$177 billion<\/p>\n
That\u2019s how much enterprises spent on AI in the year to September 2026, according to Menlo Ventures\u2019 latest State of Enterprise AI report. The figure is more than five times the $33 billion spent a year earlier, and growth sped up from the year before too. The number of companies paying for AI rose only modestly, meaning most of the growth came from existing customers spending more.<\/p>\n
Spending also blew out budgets. The enterprises Menlo surveyed had budgeted nearly double what they spent in 2025, but on average ended up spending two and a half times that. The researchers say AI agents are driving much of the surge. On OpenRouter, a platform developers use to access hundreds of AI models in one place, agents now generate four out of five tokens, the units of text AI models process. A few companies also get the lion’s share of that money. Anthropic, OpenAI, and Google take more than two-thirds of enterprise AI deployment spending. Among businesses paying to plug AI models directly into their own products and tools, Anthropic now has more than half the market, up from 40%, while Google\u2019s share fell by more than half to 9%. (Menlo Ventures is an investor in Anthropic and OpenRouter.)<\/p>\n
AI CALENDAR<\/p>\n
Nov. 16-17:\u00a0Fortune 500 Innovation Forum, Detroit. Apply\u00a0here\u00a0to attend.<\/p>\n
Nov. 18-19:\u00a0Slush, Helsinki, Finland.\u00a0<\/p>\n
Dec. 6-12:\u00a0Neural Information Processing Systems (Neurips) conference. Sydney, Australia.<\/p>\n
Dec. 7-8:\u00a0Fortune Brainstorm AI, San Francisco. Apply here to attend.<\/p>\n
#OpenAIs #Dots #coming #price #privacy #price #compute<\/p>\n","protected":false},"excerpt":{"rendered":"
Welcome to Eye on AI. Beatrice Nolan here. In today\u2019s issue: OpenAI took its Dev…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[245],"tags":[353,707,8629,18311,1862,2400,5731,406,7360,100,4203],"_links":{"self":[{"href":"https:\/\/stock999.top\/index.php?rest_route=\/wp\/v2\/posts\/19842"}],"collection":[{"href":"https:\/\/stock999.top\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stock999.top\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stock999.top\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/stock999.top\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=19842"}],"version-history":[{"count":0,"href":"https:\/\/stock999.top\/index.php?rest_route=\/wp\/v2\/posts\/19842\/revisions"}],"wp:attachment":[{"href":"https:\/\/stock999.top\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=19842"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stock999.top\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=19842"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stock999.top\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=19842"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}