Day Lila

Information Technology · Friday, 30 October 2026

01 Briefing what happened

Reddit will make everyone log in, saying Google's AI answers no longer send it readers

35 stories 55 sources

Reddit's boss said Google's AI search answers sent it over 1 million fewer visits a week in October, so the forum site will require accounts, starting with tests outside the US. Also today: a report on a suspected Chinese spy near Nvidia's boss, Intel's cheap chips sold out, circuit boards running short, Mistral's free model, Canada and Korea backing their own AI firms, and Oracle charging for AI work.

1 million

fewer visits a week from Google search to Reddit, in October

Reddit's own count, given with its results [1]

50.7 million

daily Reddit users in the US, down from 53.2 million three months earlier

worldwide the count stayed at 130.3 million [4]

80%

of the money Reddit makes from readers comes from app and logged-in users

both groups grew over the last three months, Huffman said [6]

The lead story — what happened

  • Reddit, a huge website of discussion forums, will make everyone log in to read it. [1] Its boss, Steve Huffman, announced the change on Thursday with Reddit's quarterly results. [6] He blamed Google's AI answers, which keep searchers on Google instead of sending them on. [2] In October, Google search sent Reddit more than 1 million fewer visits a week. [1]
  • Google's AI Overviews are answer boxes written by AI above the usual search links. [7] AI Mode is a separate Google screen that answers questions in the same way. [7] "AI Mode does not drive traffic," Huffman said on a call with investors. [2] He said Google still reads Reddit's pages as hard as ever. [2]
  • For about 20 years, anyone could read almost all of Reddit without an account. [1] Many people add the word Reddit to Google searches to find answers written by people. [4] An earlier Google change raised forum posts in its results and helped Reddit grow. [6] Google has paid Reddit, reportedly $60 million a year, to use its posts. [7] That deal is still being negotiated, Huffman said. [6]
  • Reddit had 130.3 million daily users worldwide in the third quarter, about the same as before. [4] In the US, daily users fell from 53.2 million to 50.7 million in three months. [4] Reddit warned its daily users could fall by a low double-digit percentage this quarter. [3]
  • Huffman said logged-in readers give Reddit more signals for aiming its adverts. [5] He said readers who log in also use the site more. [5] Reddit is also steering readers to a new For You feed of suggested posts. [8] Most copying of Reddit by outsiders happens through logged-out pages, the company says. [1] App users and logged-in users bring in over 80% of the money Reddit makes from readers. [1]
  • Tests start in a few countries outside the US in the last 3 months of 2026. [3] Reddit has set no date for the rest of the world. [4] It is still deciding what logged-out visitors will be allowed to see. [6] Reddit is also bringing back a rebuilt incognito mode in its app. [1] "Reddit is the last platform to provide basically unfettered logged-out access," Huffman said. [6]

Who is involved

  • Steve Huffman

    Reddit's co-founder and chief executive; he chose to end open logged-out reading

  • Google

    the company behind the world's biggest search engine; its AI answers send fewer readers to sites

  • Reddit's readers

    about 130 million a day; casual readers from search must now sign up

How it unfolded

  1. 20 years anyone can read Reddit without an account [1]
  2. Earlier a Google change lifts forum posts in search, and Reddit grows [6]
  3. October Google search sends Reddit over 1 million fewer visits a week [1]
  4. Thursday Reddit says it will require logins [6]
  5. By year end tests begin in a few countries outside the US [3]

Where this points

Readers who arrive from a Google search may be asked to make an account. [1] Other websites are losing Google visitors the same way, TechCrunch reports. [4] The next sign is how Reddit's test countries react before the year ends. [3]

Signals on this beat

The bar and the word are our reading of how hard each one is pushing, and the arrow is where it is heading.

AI buying up the parts High↑

Intel's cheapest laptop chips are sold out, and it is moving some laptop-chip capacity to data-centre chips. [18] Some circuit-board orders now take 30 months, because AI buyers pay more. [19] Sam Altman of OpenAI said memory makers stay careful after nearly going bust from overbuilding. [36]

Paying for the work, not the worker Building↑

Oracle, a business-software maker, will charge for each piece of AI work, not only per user. [25] OpenAI's paid ChatGPT plans are capped by usage, and it doubled the caps after complaints. [26] Baseten prices its small model at $0.01 per million tokens of text. [27]

Bosses pushing staff onto AI Building↑

Proton, a Swiss email company, will re-interview staff about their AI use. [33] A Kentucky university worker won the right not to use AI on grounds of belief. [32] Anything, a start-up, has about 150 AI agents and 15 human staff. [34]

Countries wanting AI of their own Building↑

Canada's government is investing in Cohere, a Toronto AI company. [23] South Korea's state fund is the biggest backer of FuriosaAI, a chip designer. [24] France's Mistral released a top model that no one can switch off from outside. [21]

The rest of the day

34 more stories on this beat.

Each with its own sources. None of these is a link to the story above.

  1. 02

    A Chinese spy got close to Nvidia's boss, report says

    US officials believe a suspected Chinese spy got close to Nvidia's boss, Jensen Huang. [9] Nvidia's chips are a cornerstone of the AI boom, the Guardian notes. [10] The suspect, Alice Huang, no relation, was a top executive at Megaspeed, a Singapore data-centre firm. [10] Megaspeed builds data centres and rents out computing to Chinese firms like Alibaba. [12] US officials already suspected it of passing restricted Nvidia chips to Chinese firms. [11] Its Malaysian sister company bought at least $4.8 billion of Nvidia-based equipment in under two years. [15] The Times says President Trump was told a year ago and chose to do nothing. [9] Nvidia says the meetings were ordinary customer business, with no secrets shared. [13] China's embassy in Washington called the claims groundless smears. [14]

    Why it matters — The report lands while Nvidia presses to sell more advanced chips to China. [11] Trump visits China next month, where the chip question is likely to come up. [9]

  2. 03

    Intel sells out of its cheap laptop chips

    Intel, the US chipmaker, says its cheapest new laptop chips, called Wildcat Lake, are sold out. [16] They power cheaper Windows laptops like the Dell XPS 13, often with only 8GB of memory. [16] Memory chips have grown scarce and dear as AI data centres buy them up. [16] Intel's finance chief said he does not expect memory supply to improve in 2027. [16] Intel expects 12% fewer PCs to sell this year, and 10% fewer in 2027. [18] It will move some laptop-chip factory capacity to processors for data centres. [18] Intel's boss, Lip-Bu Tan, says AI agents will need far more data-centre processors. [17] Even so, Intel says it will likely not make all the chips customers want. [17]

    Why it matters — Buyers of cheap laptops face fewer chips and dearer memory as a result. [16] Intel will show its next desktop chips, Nova Lake, at the CES trade show in January. [18]

  3. 04

    AI leaves PC makers short of circuit boards

    PC makers cannot get enough circuit boards, Nikkei Asia reports. [19] A printed circuit board is the flat board that a device's chips are mounted on. [19] Board makers are serving AI hardware makers first, because they demand more and pay more. [19] Some board orders now take as long as 30 months to fill. [19] One supplier says an order placed today would arrive in late 2028. [19] Costs for one key board material have risen at least 12 times since July. [19] A leading maker of that material has orders filling its books to 2030. [19] Wages in the board industry have risen 20% to 30% to keep skilled staff. [19]

    Why it matters — Even if fewer PCs sell next year, PC makers still struggle to find boards. [19]

  4. 05

    Mistral gives away its biggest AI model

    Mistral, a French AI company, released its biggest model for anyone to download on Thursday. [20] Its weights, the trained numbers that make the model work, are now public. [20] The model, Mistral Large 4, is nicknamed Le Chonk for its trillion-parameter size. [22] Mistral says it matches GLM-5.3, a leading Chinese open model, on cyber and coding work. [20] On one overall coding score it trails GLM-5.3 by a point, 48 to 49. [22] Mistral says it needs 47% less work per task, so it is cheaper to run. [20] Mistral pitches it for cyber defence that no outside company can switch off. [21] "It's clearly a dual-use technology," said Rafe Pilling of Sophos, a security company. [21]

    Why it matters — That means attackers can download and change the model too. [21] Firms and governments can now run a top model on their own computers. [20]

  5. 06

    Canada buys into its own AI company

    Cohere, a Toronto AI company, is raising up to C$7bn in new money. [23] Cohere says it is the biggest private funding round in Canadian tech history. [23] Canada's government is among the investors and agreed to put in up to $1.14bn. [23] The round would value Cohere at C$35.7bn, the company says. [23] Schwarz Group, a large European retailer, leads the round and wants Cohere's AI on its cloud. [23] Cohere will keep its headquarters in Canada, Prime Minister Mark Carney said. [23] It will also spend about $1.2bn on computing in Canada by 2030. [23]

    Why it matters — Carney said the strongest AI sits with very few companies in very few countries. [23] Within a year Cohere plans to finish combining with Aleph Alpha, a German AI firm. [23]

  6. 07

    Korea backs a rival to Nvidia's chips

    FuriosaAI, a Seoul chip designer, raised $620m, valuing it at about $2.9bn. [24] South Korea's National Growth Fund put in $280m, the most of any investor. [24] Its value has roughly quadrupled since last year's round. [24] Its chips do inference, the work of running an AI model after it is trained. [24] Its second-generation chip, RNGD, went into mass production in January. [24] TSMC, the Taiwanese chip factory, is making 20,000 of them this year. [24] FuriosaAI says it has memory and factory space to make over 40,000 in 2027. [24]

    Why it matters — LG and Samsung's cloud arm already run AI on its chips, the company says. [24] Investors want alternatives to Nvidia that use less power, Bloomberg reported. [24]

  7. 08

    Oracle will charge for AI work, not just users

    Oracle, a big business-software maker, will charge customers for each piece of work its AI does. [25] Its business apps are sold by subscription, priced by seats, one for each user. [25] The new charge is counted in AI units, used up as the work gets done. [25] "We don't have to add more seats," said Oracle's Chris Leone. [25] Leone runs Oracle's app development and spoke at its investor day on Wednesday. [25] The AI runs through Fusion Claw, Oracle's tool for controlling AI agents in finance apps. [25]

    Why it matters — The Register says Oracle's promise of more revenue also means higher bills for customers. [25] So the more work a customer's AI does, the more Oracle earns. [25]

  8. 09

    OpenAI drops a cut to its paid plan

    OpenAI, which makes ChatGPT, doubled the usage limits on its Pro plans on Thursday. [26] It had planned to cut how much use the $200-a-month Pro plan includes. [26] Customers objected, and OpenAI reversed the plan. [26] The doubling covers Pro plans at $100, $200 and $500 a month, and Business Premium. [26] The limits cap how much work ChatGPT and Codex, its coding tool, do for each user. [26] OpenAI does not publish the exact limit for each plan. [26]

    Why it matters — Pro subscribers can now use more without paying for a dearer plan. [26] Dots, OpenAI's always-on assistants, keep their own separate allowance for now. [26]

  9. 10

    A tiny AI model answers yes or no for a penny

    Baseten, which runs AI models for companies, released a small open model called joey-1. [27] It answers yes-or-no and multiple-choice questions instead of writing text. [27] It costs $0.01 per million tokens of text, Baseten says. [27] It answers a typical request in about 20 milliseconds, Baseten says. [27] Sorting 10 million support tickets a month would cost $50, against $500 on a bigger model. [27] Such jobs include routing help requests and spotting spam. [27] Microsoft's similar model is priced at $0.042 per million tokens. [27]

    Why it matters — Baseten has not yet published the tests behind its claim to be the best small model. [27] Cheap, fast models like this suit sorting jobs done millions of times. [27]

  10. 11

    More lawyers use AI, but few bills fall

    55% of lawyers in Victoria, Australia, now use AI, up from 37% a year ago. [28] The figures come from the state legal regulator's 2026 census of 2,221 lawyers. [28] Only 26% said using AI had led to lower fees for clients. [28] Business clients were likelier to get cuts: 34%, against 23% for individual clients. [28] The lead researcher said business clients may use AI themselves and push for lower prices. [28] Checking AI's answers for errors may have eaten into the time saved, she said. [28] 79% of lawyers use general chatbots like ChatGPT rather than legal tools. [28]

    Why it matters — Clients also bring chatbot advice that lawyers must then correct, adding work. [28] So for most clients, their lawyer's use of AI has not meant a smaller bill. [28]

  11. 12

    AI is used to prove code has no bugs

    &Truth, a Palo Alto start-up, launched on Thursday to prove software has no bugs. [30] It has raised $70 million from investors. [29] Its method, formal verification, uses maths to check code against exact rules. [29] It is slow and costly, so most companies rarely pay for it. [29] A Stanford team's AI tool did one such job in under half a day. [29] The same job had taken three skilled experts 5 months. [29]

    Why it matters — AI can now find and exploit software flaws fast, the New York Times notes. [30] Proving code correct is one way to remove those flaws first. [30] Antithesis, a bug-hunting firm, still found bugs in code its customers had verified. [29]

  12. 13

    A worker wins the right not to use AI

    David Durman, a University of Kentucky administrator, won a religious exemption from using AI at work. [31] He is a humanist, someone whose beliefs centre on human life without a god. [31] US courts have ruled that humanism counts as a religion under job law. [32] The exemption comes under Title VII, a 1964 US law against job discrimination. [32] He argued that handing his thinking to AI undercuts his ability to be a moral person. [32] The American Humanist Association, which helped him, calls it the first case of its kind. [32] He was inspired by Erin Maus, a software engineer who won a similar exemption. [31]

    Why it matters — He must still attend meetings with colleagues who use AI. [32] Under the law, an employer can say no when an exemption would cost it too much. [32]

  13. 14

    Proton's boss pushes staff hard onto AI

    Proton, a Swiss maker of encrypted email, is pushing staff onto AI, 404 Media reports. [33] Its boss, Andy Yen, told staff to "use AI more." [33] Yen said this is the last year Proton will hire engineers at all. [33] Proton installed software that tracks how much of its code AI writes. [33] This week it said it would re-interview staff about their use of AI. [33] Staff told 404 Media those interviews could decide who keeps their job. [33] An internal document calls Proton "an underperforming company." [33]

    Why it matters — Some staff worry about building security products fast with AI, the reporting found. [33] Proton said "many people are anxious" and that it will explain itself better. [33]

  14. 15

    A start-up with ten AI agents per person

    Anything, an AI start-up, has 15 human staff and about 150 AI agents. [34] AI agents are programs that carry out tasks without a person stepping in. [34] Its boss, Dhruv Amin, names them, like Gwen for scheduling and Cody for code. [34] About 40% of large firms used AI agents last year, up from 27%, McKinsey found. [34] Boston Consulting Group says firms expect 10% to 15% smaller workforces from AI. [34]

    Why it matters — Agents still make mistakes, so staff become their managers overnight. [34] MIT research finds firms are not yet seeing big productivity gains from AI. [34]

  15. 16

    Psychics push back against AI readings

    Apps now sell psychic readings from AI chatbots, the Guardian reports. [35] One app, Your AI Psychic, charges 4.06 coins a question, with coin packs from $9.99. [35] AI horoscopes and spells are flooding Etsy, an online craft market, practitioners say. [35] Human psychics now add "no AI" to their adverts. [35] They say AI readings lack the human connection their clients pay for. [35]

    Why it matters — "Our industry has, unfortunately, been associated with scams for hundreds of years," said Lauryn Kellett. [35] The trade is lightly regulated, which makes AI's arrival more fraught, the Guardian says. [35]

  16. 17

    Altman wants robots to build data centres

    OpenAI's boss, Sam Altman, says the company will point its robots at building data centres. [36] He spoke on Cheeky Pint, a podcast by Stripe co-founder John Collison, out Thursday. [36] He said data centres that help build more of themselves are within grasp. [36] Altman put the cost of a gigawatt of AI computing at $70bn over five years. [36] He said $20bn would make him much happier. [36]

    Why it matters — He said memory makers stay careful because overbuilding once nearly bankrupted them. [36] TNW, which reported the interview, has not checked his cost figures. [36]

  17. 18

    Meta tests an AI wardrobe app

    Meta quietly launched Style Sketch, an AI app that suggests outfits from clothes people own. [37] It builds a virtual wardrobe from photos a user has posted on Instagram. [37] Users can try outfits on a model matched to their body shape and skin tone. [37] It can plan a trip's outfits using the weather forecast. [37] For now it is only in Indonesia, Singapore and Thailand. [37]

    Why it matters — Apps like Alta, and Google Photos, already offer digital closets. [37] It is one of many small AI apps Meta has launched lately, like Vibes. [37]

  18. 19

    Threads tests posts for close friends only

    Threads, Meta's text-post app, is testing posts shared with only up to 50 friends. [38] The test is running in Ireland, Italy and Japan. [38] Meta suggests friends from the people a user interacts with most. [38] Twitter tried a similar feature, Circles, for groups of up to 150 people. [38] Twitter launched Circles in 2022 and dropped it about a year later. [38]

    Why it matters — Meta has given no date for a wider launch. [38] Users outside the test can still see friends-only posts if added to a list. [38]

  19. 20

    Gemini can now edit files inside a chat

    Google's Gemini chatbot can now create and edit documents inside the chat. [39] That covers PDFs, Google Docs, Sheets, slides, text and code files. [39] It is open to all Gemini users from Thursday. [39] Only PDFs can be edited on phones for now; other files need the web. [39] Users can highlight a table and ask Gemini to turn it into a graph. [39]

    Why it matters — Anthropic's Claude added a similar feature earlier this year. [39] People no longer need to leave the chat to change a file. [39]

  20. 21

    Granola adds free voice typing

    Granola, an app known for writing meeting notes, now types what users say in any app. [40] Users press one key and speak, and it tidies and formats the text. [40] It is free with no word limit, and works on Macs first. [40] Versions for iPhone and Windows are coming soon. [40] Wispr, a rival worth $2 billion, did the reverse and added meeting notes. [40] Granola is valued at $1.5 billion. [40]

    Why it matters — Voice apps are piling features into one app to capture more of users' speech. [40]

  21. 22

    Ex-Palantir pair build AI for building design

    Dream, a start-up by two former Palantir executives, raised $17 million in seed money. [41] Palantir is a US data-software firm that works for defence and spy agencies. [41] Andreessen Horowitz, a big US venture firm, led the round. [41] Dream's AI designs buildings that can stand up, using real physics and building rules. [41] It learned from over 100 million square feet of building plans in US permit records. [41] It aims to replace older design tools like Autodesk's AutoCAD and Revit. [41] It is already in use on 10 projects in Texas and California. [41]

    Why it matters — The founders say the US builds fewer buildings than decades ago, as costs rise. [41]

  22. 23

    AI copies of experts answer questions

    SuperMe, which builds AI profiles of real experts, is raising $20 million. [42] A question pulls the best-matched expert profiles into one group chat. [42] It learns from public sites like LinkedIn and YouTube. [42] It also draws on apps experts connect, like Gmail and Google Drive. [42] It says personal details and trade secrets from those apps never appear in answers. [42] Forerunner leads the round, with Greylock, another venture firm. [42]

    Why it matters — It is free now but plans to cap the number of questions. [42] Advice that once needed a personal contact is being turned into a chatbot. [42]

  23. 24

    A start-up gives AI agents their own IDs

    Mintive, which helps companies manage AI agents, raised a $7 million seed round. [43] Its tools let IT staff decide which services an agent may reach and use. [43] Agents get identities of their own, separate from the staff they serve. [43] It also caps spending on AI models and tracks every agent in a company. [43] Co-founder Vijay Vasudevan helped create TensorFlow, an early Google tool for building AI. [43] Investors include Jeff Dean, Google's former chief scientist, and Andrej Karpathy, an OpenAI co-founder. [43]

    Why it matters — Amazon, Microsoft, OpenAI and Anthropic already sell similar tools. [43] Over 40 start-ups from Y Combinator, a start-up programme, chase the same idea. [43]

  24. 25

    A test shows AI agents fumble cloud chores

    Vera Platforms, a University of Michigan spin-out, tests AI agents on running live computer systems. [44] That work, called DevOps, covers putting software live and keeping it running. [44] Claude and Codex pass only about 50% of its tasks, its founder says. [44] Asked to shut down unused cloud resources, they looked in only one region. [44] So resources in other regions were left running. [44] Mistakes on live systems can take down services or erase data, its boss Ang Chen says. [44]

    Why it matters — The models saw lots of public code but little real operations work, Chen says. [44] Vera sells a practice space where agents learn before touching real systems. [44]

  25. 26

    Rivian sells its AI voice helper to VW

    Rivian, a US electric-car maker, is licensing its AI voice assistant to Volkswagen. [45] It is part of their joint venture, worth up to $5.8 billion. [45] The assistant lets people control parts of the car by talking to it. [45] It may first appear in VW's low-cost electric car, the ID EVERY1. [45] Rivian spent two years building the assistant before showing it last year. [45] It reached Rivian's own cars in May 2026, and the new R2 in October. [45] Rivian launched the R2, a lower-cost SUV, in June. [46] Its boss, RJ Scaringe, says it could one day run other firms' AI agents. [45]

    Why it matters — Rivian calls the deal proof that its own software works in other cars. [45]

  26. 27

    LibreOffice's AI-free claim is tested

    LibreOffice is a free office suite made by The Document Foundation. [47] The foundation sells it as having no AI features. [47] A critic found 3 code changes this year made with AI coding help. [47] 2 credited Claude, and 1 used GitHub Copilot. [47] The foundation says none of its core developers use AI tools. [47] Outside helpers must say when they use AI, and are discouraged from it. [47]

    Why it matters — It reports 9.4 million downloads in eight weeks, and cannot say why. [47] Being AI-free is now a selling point for the suite. [47]

  27. 28

    Governments move their chat onto Matrix

    Matrix is an open system for chat and calls that no single company controls. [48] It is an alternative to Microsoft Teams. [48] Governments use it more as they fear the US could switch off American services. [48] France's Tchap and Germany's BundesMessenger, used by public staff, run on Matrix. [48] At its Malmo event, messages passed between French, Swedish and NATO users. [48] Attendance at the event grew 30% on last year. [48]

    Why it matters — More attention has brought Element, the main company funding Matrix, new scrutiny. [48] Element's boss, Matthew Hodgson, calls Matrix the poster child of digital sovereignty. [48]

  28. 29

    Linux's start-up program accepts Rust

    systemd, a widely used program that starts Linux computers, now accepts code in Rust. [49] Rust is a programming language known for speed and safety. [53] The change was merged for version 263, which is now being built. [49] Only new, separate parts may use Rust; existing C code stays as it is. [49] Rust code there must be built without Cargo, Rust's usual build tool. [49] It also may not use Rust's standard library. [49]

    Why it matters — "Existing C code isn't ported," the change notes say. [49]

  29. 30

    Ubuntu restarts its long-late locked desktop

    Canonical, which makes Ubuntu Linux, has restarted work on Ubuntu Core Desktop. [50] Its core system is locked, so it is hard to break by accident. [50] It looked set to arrive in 2024 and is now years late. [50] Daily test builds should start in the coming weeks. [50] Canonical names three uses: a browser machine, a developer computer and a games machine. [50]

    Why it matters — Google's ChromeOS Flex and Fedora's Atomic versions already fill two of those roles. [50]

  30. 31

    An AI app that burns each chat

    Howler, a free open-source Mac app, answers AI questions and then destroys the chat. [51] A Chinese developer, Aries Zhou, named it after the exploding letters in Harry Potter. [51] It keeps messages only in memory, with no history and no logs, its website says. [51] It uses an online AI model with the user's own key, or one on the Mac. [51] The key stays in the Mac's Keychain, its built-in password store. [51]

    Why it matters — Setting it up needs a coding agent or typed commands. [51]

  31. 32

    A free tool frees Withings scales

    Withings, a maker of smart scales, now charges new users to send data to other apps. [52] Tom Anthony built YourOwnWeigh, an open-source tool that does it for free. [52] It loads changed software onto the scale over Bluetooth. [52] The scale then sends readings to a server the owner chooses. [52] It can run on a free Cloudflare account. [52]

    Why it matters — Apple Shortcuts can then pull the data into Apple Health. [52] Owners keep using their scales with other apps without paying Withings. [52]

  32. 33

    A Rust tool for building websites

    Carl Lerche, an Amazon Web Services engineer, showed Topcoat, for building web apps in Rust. [53] Web developers mostly use JavaScript, the language browsers run. [53] Topcoat turns Rust code into JavaScript for the browser. [53] Lerche created Tokio, the most popular Rust tool for running many tasks at once. [53] He showed it at the P99 conference, held online by ScyllaDB last week. [53]

    Why it matters — He said Rust suits web work now that AI does the heavy lifting in coding. [53] He admitted Topcoat is not for very big apps like Figma. [53]

  33. 34

    Google fixes a Photos bug

    Google has fixed a bug in its Photos app on Android phones. [54] Since summer, edited pictures had gone missing from other apps' photo pickers. [54] It hit people who kept only the edited version and deleted the original. [54] Saving the edit as a copy had been the way round it. [54] Artem Russakovskii, APK Mirror's founder, and the site 9to5Google spotted the fix. [54]

    Why it matters — Last month Google also fixed Photos buttons that stopped working after edits. [54] Edited pictures can be shared from other apps again. [54]

  34. 35

    Apple's laptop shows colour alike for more eyes

    Apple's new MacBook Pro is the first laptop to support Apple CMF 2026 colour modes. [55] A CMF is maths describing how people's eyes see colour. [55] The usual standard, CIE 1931, was built from only 17 test subjects. [55] On new OLED and quantum-dot screens, one image can look different to different people. [55] Apple's modes aim to make screens match whoever is looking. [55] So far only one other product supports them. [55]

    Why it matters — Film and photo workers need their work to look the same on every screen. [55]

02 Lesson why it matters

Why AI pushes software makers to stop charging per person

Many software makers charge a fee for each worker who uses their product, so when AI means fewer workers, they start charging for each job done instead.

The twist

If a seller charges per worker, a firm that needs fewer workers pays less and keeps the saving. If the seller charges per task, the bill follows the work, and more of the saving goes to the seller.

The picture

Victoria's lawyers in 2026: most now use AI, but few say their clients' bills came down.

How it works

  1. A seller picks the unit it charges by: a seat, an hour, a task
  2. Office software has long been sold per seat, one fee for each worker
  3. AI lets a firm do the same work with fewer workers or fewer hours
  4. Fewer seats or hours means a smaller bill, so the seller earns less
  5. So sellers move the charge to the work itself: tasks, tokens, usage
  6. The unit decides who keeps the money AI saves

The same force, elsewhere today

Where this chain is also running, in today's other stories.

  • Oracle's AI units

    Oracle sold its apps per seat; now it adds a charge for each piece of AI work, so it earns more without customers buying more seats.

  • Lawyers in Victoria

    Lawyers using AI report time saved, yet only 26% said client fees fell, so for most clients the saving never reached the bill.

  • OpenAI's Pro plans

    OpenAI kept the monthly fee fixed but planned to shrink the use inside it; customers fought back, because the allowance is what they really pay for.

  • Baseten's joey-1

    Baseten prices its model per million tokens of text, a charge on the work done, not on how many people use it.

Where you've seen this

Phone plans

charges moved from each minute of a call to a monthly bundle with a data cap

Printers

the printer is cheap and the money is made on each ink cartridge

Electricity

homes pay for each unit of power used, not a flat fee per person

The catch

Bills per task are harder to predict, so many buyers still want a fixed price per seat, and sellers like Oracle often keep both.

And the whole of it

Every worker using these tools sits inside this choice without seeing it. Someone in a buying office picked the unit, and that unit decides whether the time AI saves reaches staff, customers or the company that sells the software.

03 Truth what's really going on

What is really going on

Reddit is putting up a login wall because Google now answers questions with AI on its own page and sends Reddit over 1 million fewer visits a week, while readers who log in are worth more to Reddit's advertisers. [1][5] Across the day, firms that sold software per worker, like Oracle, are starting to charge for the work AI does instead, because AI means fewer workers to charge for. [25]

Why it works on us — Reddit presents the login wall as a better experience for users, while its own letter says it is better for aiming adverts and for guarding its data. [5]

Who gains

  • Google — Its AI answers keep searchers on Google's own page, while it still reads Reddit's pages as much as ever. [2]
  • Advertisers on Reddit — Logged-in readers give Reddit more signals for aiming adverts at them. [5]
  • Oracle — Charging per AI unit lets it earn more as AI does more work, without customers adding seats. [25]
  • Makers of circuit-board materials — AI buyers pay more, and one maker's order book is full to 2030. [19]
  • Canada's government — Its stake in Cohere keeps the company's headquarters in Canada and $1.2bn of computing there by 2030. [23]

Who pays

  • Casual Reddit readers who arrive from search — They will be asked to make an account before reading. [1]
  • Buyers of cheap laptops — Intel's cheapest laptop chips are sold out, and memory is scarce and dear. [16]
  • PC makers — Some circuit-board orders take up to 30 months, and one key material costs at least 12 times more than in July. [19]
  • Proton's staff — They are being re-interviewed about their AI use, and some fear for their jobs. [33]

What nobody knows yet

Open questions from across today’s stories — ours included.

  • 01

    What logged-out visitors will still be able to see on Reddit.

    Huffman said Reddit is still deciding, and will settle it during the tests outside the US. [6]

  • 02

    How much less Google earns from AI Mode than from ordinary search.

    Google's business chief said it earns less, but did not say how much less or against what. [7]

  • 03

    Whether Google keeps paying Reddit to use its posts.

    Huffman said the two are still negotiating and Reddit will only sign a deal that makes sense for it. [6]

  • 04

    What, if anything, Alice Huang passed to China about Nvidia.

    The New York Times' sources could not say what she may have shared, and Nvidia says customers get no trade secrets. [14][13]

  • 05

    How many data-centre chips Intel can actually make next year.

    Its finance chief declined to give guidance and said Intel will likely not fully meet demand. [17]

  • 06

    Whether Mistral's model is really the best open model for coding.

    Mistral's ranking is its own claim on one test; on the overall score it sits a point behind GLM-5.3. [22]

  • 07

    What an AI unit will cost Oracle's customers.

    The Register's report of Oracle's investor day gives no price per unit. [25]

  • 08

    Whether proof-checked code is truly free of bugs.

    Antithesis found bugs in software its customers had formally verified. [29]

  • 09

    How much of Cohere's C$7bn round is already committed.

    Cohere declined to say, and its finance chief said only that the first close holds most of it. [23]

04 Hope carry this

OpenAI doubled the usage limits on its Pro plans after customers objected to a planned cut, instead of shrinking what the plans include.

Also true today

  • A Stanford team's AI tool proved one piece of software correct in under half a day, a job that took three experts 5 months.
  • A free open-source tool lets owners of Withings scales send their health data to other apps without paying a subscription.
  • Google fixed a bug that had hidden edited photos from other apps on Android phones since the summer.

Across the beats