Monday, November 2, 2026 Edition no. 5 · Morning
PTENES
Noticiário do Joãozinho Search

Artificial intelligence news from Brazil, in English

Noticiário do Joãozinho: Edition no. 5 · Nov. 2, 2026 · Morning

Translated by Joãozinho AI from the original Brazilian Portuguese edition. Facts, numbers and sources are the same as in the original; quotes, video titles and source names stay in their original language. Read the original in Portuguese

Top storyEdition no. 5 · Nov. 2, 2026 · Morning

SemiAnalysis launches GDPx, a test built on real professional work, and the best model, Claude Opus 5.5, scores only 12%

SemiAnalysis, Dylan Patel's semiconductor and AI research firm, launched GDPx this Monday (11/02), a benchmark with 206 tasks drawn from real professional work in 11 areas: chip design, cybersecurity, biology, finance, legal, quant, hardware, materials, software, alignment and “RSI” (automated AI research), built with 14 partner companies. Each task is scored as the average of 3 attempts, with up to 8 hours per attempt and each lab's own harness. On the leaderboard, Claude Opus 5.5 leads with 12.0%, followed by Gemini 4 Carbon (10.9%), GPT-6 Astra (9.6%) and Meta's Muse Wonder Full (9.0%); Grok 4.7 scored 3.9% and GLM 5.3, 2.7%. In finance and legal, no model solved a whole task, so the leaderboard for those areas uses partial credit. One of the finance tasks replicates an $880 million private equity transaction, with about 4,000 files. In the alignment tests, 98% of the cybersecurity runs (196 of 200) broke some rule, and 54 of 60 insurance runs committed a critical violation. SemiAnalysis also says its review flagged about half of the Terminal Bench 4.0 tasks as broken.

Sources

PDF (pt-BR)

Models

1 story

High importanceNov. 1, 2026

Meituan launches LongCat-2.5, a 1.6-trillion-parameter Chinese model built to run on domestic chips

Meituan, the Chinese delivery giant, launched LongCat-2.5, a mixture-of-experts (MoE) model with 1.6 trillion parameters, about 48 billion active per token, and multimodal from training. The company says it runs with 4-bit weights and activations (W4A4) on Chinese accelerators with less than 80 GB of memory. In Meituan's own numbers, it beats Claude Opus 5 on BrowseComp (91.9 vs. 90.8) but trails on Terminal Bench 4.0 (38.5 vs. 53.9) and on an internal app-building test (73.7 vs. 76.4). The weights have not been published yet.

Source Meituan LongCat

Read the story

Research

0 stories

No relevant news in this edition.

Products

2 stories

Medium importanceNov. 1, 2026

OpenAI starts limiting how many cards and devices can use the same paid ChatGPT account

A new OpenAI help article explains that Go, Plus and Pro (100, 200 and 500) subscriptions now have a limit on payment cards and devices per account. Anyone who goes over the limit sees the “Device limit reached” notice; logging out on a device does not free up a slot, and buying credits does not remove the block. The Free, Business, Enterprise and Edu plans are not covered by the rule. The Decoder read the change as part of an effort to push users toward more paid usage.

Source OpenAI Help CenterThe Decoder: analysis

Read the story

Low importanceOct. 31, 2026

Apple's new CEO, John Ternus, says the company does not want to ship “AI for AI's sake”

In interviews published over the weekend, John Ternus, who has taken the helm at Apple, said the company does not want to put AI into products just for the sake of it and that the priority is for the feature to make sense for whoever uses the device. Wired also spent 30 minutes with him and described the hardware-engineer profile that led him to the job.

Source TechCrunchWired: 30 minutes with Apple's CEO

Read the story

Business and Investment

2 stories

High importanceNov. 2, 2026

Abu Dhabi signs four agreements with OpenAI, and ADNOC becomes the first oil company to use its frontier models

With Sam Altman in town, Abu Dhabi's crown prince witnessed the signing of four agreements with OpenAI. ADNOC, the state oil company, together with G42 and Inception42, will use OpenAI's frontier technology in its operations, with inference running inside the Emirates. The “Machine-Readable Government” program converts government rules into a machine-readable format, and the pilot is already in production at the agriculture and food safety authority (ADAFSA), for food imports. Mubadala will use AI with Inception42 to analyze investments and risks, and a 5-year agreement brings OpenAI's technology to government, business and education.

Source Abu Dhabi Media Office

Read the story

Medium importanceNov. 1, 2026

National Grid buys land in Teesside for the UK's largest substation, next to an AI data center

National Grid bought 29.5 hectares at Dorman Point, in the Teesworks complex in northeast England, to build the UK's largest power substation, near where a large AI data center is planned. The region's mayor, Ben Houchen, talks of up to 3.2 GW of capacity. The news was first reported by Sky News.

Source The Guardian

Read the story

Regulation

3 stories

Medium importanceNov. 2, 2026

South Korea proposes a record 2027 budget and nearly doubles funding for AI, chips and data centers

The South Korean government sent Parliament a 2027 budget of 820.9 trillion won ($614.5 billion), up 12.8%. Of that total, 21.3 trillion won goes to AI and the “three megaprojects” (a chip factory, data centers and physical AI), almost double 2026. Parliament has until 12/02 to approve it.

Source Yonhap

Read the story

Medium importanceNov. 2, 2026

Eight in ten South Korean judges have already seen fake AI-generated precedents in cases

A survey of 360 South Korean judges, conducted from 10/06 to 10/16, shows that 80.7% have seen precedents that do not exist and 65.4% have seen distorted precedents in court filings. In 69.5% of cases, the errors were brought by the parties themselves; in 57.6%, by lawyers. About 92% support institutional measures, such as fines.

Source Yonhap

Read the story

Low importanceOct. 28, 2026

Michigan prisons will test a Recidiviz system that predicts violence risk among inmates starting in December

Michigan's Department of Corrections announced a new prisoner classification system, built with the organization Recidiviz, that will be tested starting 12/01. According to the department, it predicts violence about 30% better than the current method and will cover a population of about 32,000 prisoners.

Source Michigan Department of Corrections

Read the story

Open Source

0 stories

No relevant news in this edition.

Agents and Code

1 story

Medium importanceOct. 29, 2026

Phonic launches a voice model that calls tools before the person finishes speaking and raises $27.5 million

Startup Phonic launched Phonic-1, a voice model for agents that starts calling tools (such as looking up an order) while the person is still speaking, to cut the wait. The company announced a $27.5 million Series A led by First Round, bringing its total raised to $31.5 million, and says the model ranked 1st on Artificial Analysis's speech-to-speech leaderboard.

Source Phonic

Read the story

Local Models

0 stories

No relevant news in this edition.

Finance

2 stories

High importanceNov. 1, 2026

JPMorgan, Schwab and Amazon block Meta's shopping agent, while Walmart opens its doors

CNBC reports that JPMorgan, Charles Schwab, Amazon, Neiman Marcus and Kohl's are blocking Meta Muse, an agent that browses and buys on the user's behalf, while Walmart decided to accept it. Amazon asked Meta to remove the store from Muse. An Accenture survey cited in the report shows that 71% of customers want an assistant in the bank app, but 82% want to approve each action. An audit of 51 retailers found only 11 with a deliberate position on agents, 5 restricting them, 37 blocking them by accident and none allowing purchases.

Source CNBC

Read the story

Medium importanceNov. 1, 2026

Santander says AI generated €194 million in value in nine months

In a report on companies already showing AI returns on their balance sheets, CNBC highlights Santander, which attributed €194 million ($216 million) in value generated by AI in the first nine months of the year, according to CFO José García Cantera. The story also mentions Novartis and Standard Chartered.

Source CNBC

Read the story

Games

1 story

Medium importanceNov. 1, 2026

50 AI agents try to build a civilization in Minecraft and sink into bureaucracy

In the Civ50 experiment, by Y Combinator with Olam Labs, 50 agents running GPT-6.1 Sol played Minecraft in survival mode for 3 hours and exchanged about 5,900 messages. Of the 34 deaths, 22 happened on the first night. A hierarchy formed around an agent named “Ada”, who sent 616 messages, and four agents spent 11 minutes appointing a “fertilizer operator”. The harness was released under the MIT license.

Source Tom's Hardware

Read the story

Brazil

3 stories

Medium importanceNov. 1, 2026

Fortune: as the US turns against data centers, Brazil lures them with Redata and cheap energy

Fortune highlights Brazil as an alternative for big tech: the country is ChatGPT's third-largest market in weekly users, with 215 million messages a day according to OpenAI; energy costs less than half of the US price and almost 87% comes from renewable sources. The magazine recalls Redata, signed into law on 09/15, which cuts taxes on equipment in exchange for offering at least 10% of capacity to Brazilian customers and investing 2% in R&D in the country. Today 60% of Brazilian digital data is processed abroad. The report also cites the bottlenecks: a lack of transmission lines and the Public Prosecutor's lawsuit against a TikTok-linked data center.

Source Fortune

Read the story

Medium importanceOct. 27, 2026

AI from USP and Uppsala detects the most serious type of heart attack and points to the blocked artery from the ECG alone

Researchers from InCor-USP and Uppsala University, in Sweden, published in Nature Communications a model that identifies occlusion myocardial infarction and locates the blocked artery using only the 12-lead ECG. It was trained on 540,372 Swedish exams and validated with 401 InCor patients. According to the authors, it is right 96% of the time when the ECG shows the classic changes and 82% when they do not appear. The tool is still experimental and depends on further validation and approval by Anvisa.

Source Agência FAPESP

Read the story

Low importanceNov. 2, 2026

83% of executives say scenario analysis will be AI's main role on boards by 2035

A FIA Business School survey of 80 executives, obtained by Valor, shows that 83% expect AI to be used mainly for scenario analysis on boards of directors by 2035, ahead of compliance support (46%) and automated opinions (31%). No respondent named full AI autonomy as the preferred scenario: 51% favor partial supervision and 37%, auditable autonomy. Unethical use of models (69%) and algorithmic bias (63%) top the risks.

Source Valor Econômico

Read the story

Social buzz

5 stories

XMedium importanceNov. 1, 2026

“Own your intelligence”: Vercel's Guillermo Rauch defends local models and goes viral

Vercel's CEO posted: “Own your intelligence. Anyone that opposes this has something to sell you (perhaps your own intelligence back to you.)” He says local models need to keep proliferating, admits the giant models are still out of reach to run at home, and recommends keeping options open: owning the harness, the data, the connections, the runtime and the agents, and embracing open source.

Engagement 141.5K views2.7K likes284 reposts286 replies (as of Nov. 2, 2026 08:05)

Post @rauchg

Read the story

XMedium importanceNov. 1, 2026

Pieter Levels says Claude Code edited his vlog on its own, from 58 minutes of clips down to 10

Levels said he copied the clips from his camera to a folder, opened Claude Code (with Opus 5.5) and asked for a 10-minute vlog. According to him, the agent transcribed the speech with mlx-whisper on his MacBook, built frame grids to “see” each clip, separated his voice from others with SpeechBrain, picked the cuts in a JSON file, generated thumbnails with OpenCV and captions with Pillow, and he only found out about these steps later, when someone asked how he had edited it.

Engagement 154.4K views1.8K likes66 reposts97 replies (as of Nov. 2, 2026 08:05)

Post @levelsio

Read the story

XLow importanceOct. 31, 2026

All-caps anti-AI post passes 34,000 likes and splits X down the middle

The post says, word by word and in capitals, that AI is popular because it gives dumb people the illusion they are smart and uncreative people the illusion they are artistic. It became a meme, with versions swapping “AI” for “the press” and for “anti-AI rhetoric”, and the debate stayed trending into Monday morning, with artists complaining about false accusations of using AI.

Engagement 551.9K views34.8K likes5.1K reposts299 replies (as of Nov. 2, 2026 08:05)

Post @Dylanszn01One of the most-liked replies, which flips the argument

Read the story

RedditNov. 1, 2026

“Sorry, Sam, my ‘quite terrible’ RAM is at 100% now”: user answers Altman by speeding up DeepSeek at home

In response to Sam Altman's remark about idle RAM in PCs, the author shows a gaming PC (RX 9070 XT with 16 GB and 64 GB of DDR4) running a quantized DeepSeek V4.1 Flash, with a 1-million-token context and offline, through Strata. He says he modified the engine to reuse the cache across agent sessions and to use only the experts already in memory while reading the prompt, and that this made the start of each session 20 times faster. The numbers are the author's own.

Post r/LocalLLaMA

Read the story

RedditNov. 1, 2026

Language model runs on a 2006 iPod, with 80 MHz and 64 MB of RAM

A user wrote a Rockbox plugin that runs Karpathy's llama2.c with the TinyStories models on an iPod Video 5.5G. Since the device has no floating-point unit, he ported the int8 version to use only integer math, with lookup tables. The 15-million-parameter model (17 MB) is loaded into the music buffer, so you can't listen to music while it runs.

Post r/LocalLLaMA

Read the story

Videos

2 videos

DRM News · Nov. 2, 2026

FULL: Sam Altman Announces OpenAI Partnership With ADNOC & G42 to Transform Energy Operations

Full remarks by Sam Altman in Abu Dhabi at the announcement of OpenAI's partnership with ADNOC and G42 to bring AI to energy operations.

Watch on YouTube

Tech777 AI · Nov. 2, 2026

LongCat-2.5: China's 1.6T Model Beats Opus 5 on 10 of 27 Tests

Explainer video about Meituan's LongCat-2.5 and how it compares with Claude Opus 5 on the tests released by the company.

Watch on YouTube

About this edition

Edition
Edition no. 5 · Morning edition
Date
Monday, November 2, 2026
Coverage
Covers what came out since edition no. 4 (closed around 6:30 p.m. Brasília time on 11/01), the overnight watch leads, and news from 10/27 to 10/31 that had not yet been published. The alleged Claude Opus 5.6, Mythos 5.5 and GPT-6.2 Astra remain rumors and were not included. Closing: 11/02/2026, around 8:30 a.m. Brasília time.
Sources scanned
Official blogs and changelogs (OpenAI, Anthropic, Google DeepMind, Meta, xAI, Microsoft, NVIDIA, Apple, Mistral, DeepSeek, Qwen, Moonshot), arXiv and HF Papers, Hugging Face and GitHub trending, X, press from the US, Europe, China, Japan, India and Brazil, and YouTube.
Criteria
Only news read in a real source, preferably a primary one, gets in, with every link checked. Pages with access blocks (403) were kept; broken links (404) were discarded.

News by day

See the full archive

PTENES