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Today Edition #13 7 tokens 7 min read

AI starts editing AI, while the money and the attacks keep growing

Cover illustration for Tuesday, November 3, 2026

Hello, and welcome to Tuesday. The biggest story today is a strange one: AI is starting to work on AI itself. An OpenAI model edited the weights of a Qwen model and raised its math score more than six times, and it was the top story on Hacker News. On the same day, TechCrunch reports that Anthropic warns it is very close to self-building AI.

Now put that next to the money. Anthropic's revised IPO filing shows $17 billion in quarterly revenue and $895 billion in commitments, so the lab that warns about AI speeding up will soon answer to shareholders. The attacks keep coming too: a second suspected cyber-attack on European supermarket freezers, a breach at WorkOS, and a paper on poisoning training data. When the builders themselves sound the alarm, I keep asking: what do they know, and who outside the lab is checking? The speed worries me more than any single story.

What to watch: the US midterms today, Apple's China beta with Qwen tomorrow, Friday's jobs report, and Congress back on November 9. And this week, check what your agents can access. Voilà, that is your homework.

New to a word in this story? Learn: Data poisoning · Recursive Self-Improvement

  1. 01 AI that edits AI: Astra rewires Qwen, and Anthropic says self-building AI is close Safety
  2. 02 Anthropic's revised IPO filing: $17B a quarter, $895B in commitments Business
  3. 03 Freezers, a breach and poisoned training data: the attacks keep coming Safety
  4. 04 Apple Intelligence comes to China on Alibaba's Qwen, testing starts tomorrow Policy
  5. 05 OpenAI offers to give power back to the grid, on election day Business
  6. 06 The New York Times sues Brave over AI scraping Policy
  7. 07 Mika puts an AI agent on your Android phone, and Unslop fixes the AI look Open source
🖤☕ This week's Café Noir · Opinion October Should Scare You. The Agents Stopped Taking No for an Answer Four true stories, one pattern, and a clock that is running faster than we are. Read them, then act. Read Lange Cornu's take →
Morning Token 01 🛡️ Safety

AI that edits AI: Astra rewires Qwen, and Anthropic says self-building AI is close

The top story on Hacker News today has 2,630 points and 802 comments. A blog post shows GPT-6 Astra, an OpenAI model, reading and changing the weights of a Qwen model directly. Weights are the billions of numbers that make up a model, a bit like its brain.

According to the post, Astra's edits lifted the Qwen model's score on MATH-500, a math test, from 7.9% to 48.1%. Normally you improve a model with long training. Here, one AI rewrote another. Not everyone is convinced: Sean Goedecke argues that LLMs are not superhuman at reading and writing weights.

On the same day, TechCrunch reports that Anthropic warns it is very close to RSI capability. RSI means recursive self-improvement: AI so good at building AI that progress speeds up by itself. Last week, people built a computer and a Nintendo inside Qwen's weights with AI help. Now the AI does the editing.

Why it matters

AI improving AI faster than humans can check it is the scenario many safety researchers fear most. When a builder raises this alarm itself, we should ask what they see that we don't, and who outside the lab can verify it.

Morning Token 02 💼 Business

Anthropic's revised IPO filing: $17B a quarter, $895B in commitments

Follow-up to Tuesday Oct 27: Anthropic files to go public, with about 100 pages of risks

Remember last Tuesday's token on Anthropic's IPO filing? Anthropic has now filed a revised S-1, the document a company must publish before selling shares. CNBC reports $17 billion in revenue for the third quarter and $895 billion in commitments. The FT puts the AI spending commitments at about $900 billion.

Other numbers get attention. Business Insider reports that Anthropic's internal use of its own AI, counted at retail prices, now costs more than its employee pay. A blog post titled 'Anthropic's growth just flattened' got 210 points on Hacker News, but it is one writer's analysis.

The strongest reaction is a TechPolicy Press op-ed: the SEC should block the IPO to protect the public. It got 351 points. That is an opinion, not a regulator's decision.

Why it matters

Credit where it is due: this filing puts real numbers in public. But $895 billion in commitments is enormous pressure. When shareholders want growth every quarter, who wins the day safety asks to slow down?

Morning Token 03 🛡️ Safety

Freezers, a breach and poisoned training data: the attacks keep coming

The pattern of incidents is not slowing down. The Guardian reports that supermarket freezers across Europe were hit by a second suspected cyber-attack. It got 395 points on Hacker News. Our sources do not say whether AI was involved, so for now it is a security story, not an AI story.

WorkOS, a company that sells login tools to software companies, reported a security breach, with few details so far. A new paper, 'Agentic backdoors via pretraining poisoning', looks at hiding bad behavior inside the data used to train a model. It got 97 points.

On defense, OpenAI is raising its bug bounty rewards, with new bonuses for report quality, loyalty and priority campaigns. It is also preparing an internal security sprint with Cathedral Systems, using AI to test its own defenses. This comes two days after we saw researchers take over ChatGPT accounts.

Why it matters

Check your agents and tools today: what can they access, and who updated them last? Bigger bounties are good news, but they only help if disclosure is fast, and too often we learn about incidents weeks or months later.

Morning Token 04 ⚖️ Policy

Apple Intelligence comes to China on Alibaba's Qwen, testing starts tomorrow

Apple's China Newsroom said on October 31 that Apple Intelligence will start testing on November 4 in the iOS developer beta. It ships to users in mainland China in December with iOS 27.3. Chinese iPhone users have waited about two and a half years.

The big change is the model. Instead of ChatGPT, Siri, Writing Tools and Visual Intelligence in China will call on Alibaba's Qwen. Alibaba says user requests and answers will not be used for training. Also, the head of Qwen says Qwen 4.0 and 5.0 will stay open source, against recent rumours.

In the same week, China published its first frontier AI export controls, Mofcom Announcement No. 48. It got 155 points on Hacker News, but our source gives few details.

Why it matters

The same phone will have a different AI brain depending on where you live. Who decides what that model filters, and will users be told? A promise on training is good; independent checks would be better.

Morning Token 05 💼 Business

OpenAI offers to give power back to the grid, on election day

Data centers need huge amounts of power, and local opposition is growing. On Monday, OpenAI announced its Grid Protectors Program, to be piloted at a future data center in Effingham County, Georgia. OpenAI promises to free up to 1,000 megawatts during extreme weather or emergencies. The Verge says that is enough for air conditioners in about 700,000 homes.

OpenAI says it wants to protect consumer electricity costs, and it calls these sites 'compute campuses'. Some on Reddit see the new name as a way to make data centers less unpopular. The spending continues: Oracle filed to sell $20 billion in stock and bonds for its AI buildout, and Marvell signed a $115 billion AI deal.

Today is the US midterm election, and data centers are a local issue in many places.

Why it matters

Power bills and grid reliability touch everyone, not only AI users. A promise to share power in emergencies is useful, but the details, and who checks them, will matter.

Morning Token 06 ⚖️ Policy

The New York Times sues Brave over AI scraping

The fight over who can use the news to feed AI has a new front. The New York Times and other publications are suing Brave, the company behind the privacy-focused web browser. The group includes the New York Daily News and the Chicago Tribune.

They say Brave scraped their copyrighted content to train AI and passed it to its own customers, like Anthropic and Perplexity. They also say Brave let users get around their paywalls. These are claims in a lawsuit, first reported by Reuters; Brave's answer is not in our sources.

On Saturday, we saw big labs agree to honour a shared 'no AI training' signal in robots.txt. This lawsuit shows the other path: the courts.

Why it matters

If the publishers win, AI companies and their data suppliers may have to pay for the news they use. If they lose, the paywalls that keep many newsrooms alive get weaker.

Morning Token 07 📦 Open source

Mika puts an AI agent on your Android phone, and Unslop fixes the AI look

Two free projects are trending on GitHub. Mika is an on-device AI agent for Android: it operates apps and the web to get things done for you. It got 5,805 stars in its first days. It is for curious Android users who like to test new things.

Unslop is a Claude skill, a small add-on that teaches Claude a task. It turns 'vibecoded' interfaces, the generic look of apps built quickly with AI, into something that looks designed. It got 6,783 stars. Small business owners and hobby coders could use it.

Both are early projects, not polished products. And an agent that taps through your apps can also tap the wrong thing.

Why it matters

Agents are moving into the phone in your pocket, next to your messages, photos and bank apps. Try Mika on a spare phone first, with as few permissions as possible. My thumbs are happy; my banking app is a little nervous.

le_dernier_mot.txt

The machines are learning to edit themselves, and the companies are learning to sell themselves. I would sleep better if the people checking them were learning just as fast. Bonne journée.