Tech News · The field notes
Personal Tech — Monday, November 2, 2026
OpenAI plans a shared ChatGPT and Codex usage allowance, Meta ads outgrow Google Search while AWS accelerates, DeepSeek open-sources a super-agent prototype, and physical AI leads the week's funding.
OpenAI to combine ChatGPT and Codex usage into one shared allowance from December 2026 (Plus, Pro, Business)
- Work merging into main ChatGPT experience
- practical impact for users who split chatting and coding
OpenAI UAE deals announced at Adipec in Abu Dhabi
- deployment across energy companies, investment firms, government agencies
- Sam Altman on AI transforming energy economics
- planned post-midterm policy/PR push rebranding data centers as "AI compute campuses" for the lame-duck Congress
Big tech earnings scoreboard
- Meta advertising revenue up 26% in Q3 vs Google Search and related up 12%
- AWS up 39.3% to nearly $46B, fastest growth in almost five years
- AI demand real but infrastructure spending weighing on free cash flow
DeepSeek Harness open-sources Super-agent architecture research prototype (dsh-superagent-prototype, MIT license)
- agent coordinating longer multi-step tasks and tools, research release not a finished product
Physical AI leads funding
- ten largest US deals Oct 24-30 raised at least $4.8B, ~65% to hardware/industrial
- Bedrock Robotics $600M Series C at $4.1B for autonomous excavators (CapitalG, Emergence Capital)
- Foundry Robotics $100M for autonomous factories, 130,000 sq ft Emeryville facility
Safety/policy roundup
- Microsoft tracking North Korean hackers' AI adoption
- federal judge allows NAACP lawsuit against xAI over allegedly unpermitted gas turbines at Colossus to proceed (procedural ruling, not a liability finding)
Look ahead
- Apple fiscal Q4 results after market close Monday, November 2
- CEO John Ternus first earnings call
- expected ~$113B revenue, ~$56B iPhone sales
- watch holiday guidance, AI/revamped Siri remarks, memory-chip margin squeeze