Goldman pulls Claude Code from its traders; DeepSeek's agent app burns 92T tokens a day; Nvidia's board investigates Huang

🔥The day's one thing

🏢How organisations are changing

• DeepSeek Harness — the open-source agent app hit 1.54 million daily users on November 4, under three months after launch, and is consuming about 92 trillion tokens a day — roughly 60 million per user, figures the company released to Bloomberg. That is the working scale reference for token-bill planning: at that consumption, a flat per-seat allowance in your organisation breaks on the first heavy user, so meter, cap, and watch the outliers. techmeme.com

• US professional services — added 70,000 jobs in October, the most since July 2022, with consulting, legal and accounting — the AI-exposed professions — all growing, the Wall Street Journal reports. One month proves nothing, but it is the hard number to hand the board when displacement comes up: the sectors most exposed to agents are still hiring, and the job-loss story has not yet reached the payroll data. techmeme.com

• Monaco — kept Devin after evaluating code-review products but built its own agent workspaces — background agents need somewhere to run the product and reproduce a failure, and that depends on how your own cloud is set up. Mihail Eric, who leads AI there and teaches Stanford's CS146S, states the rule of thumb as buy to learn and build to keep; the course now has students contribute to open-source projects with maintainers reviewing their patches, a hint at what your next graduate hires will expect to be judged on. latent.space

🧾Vendors, pricing and risk

• OpenAI status — an incident for elevated errors with image generation was posted on OpenAI's status page on November 8. The page notes availability is reported in aggregate across all tiers, models and error types, and individual customer availability may vary. Decision-relevant detail: if image generation is in your stack, log your own error rates — the vendor's aggregate average is not evidence for an SLA claim or a contract conversation. status.openai.com

• CAISSI — officials at the Commerce Department's AI safety centre were asked to informally report to a White House office, the Associated Press reports, raising concerns about the division's independence. If your compliance plans lean on federal AI-safety guidance to settle agent-risk questions, expect that guidance to arrive contested — the referee is itself now a political story. techmeme.com

📰News the board will ask about

• Apple — is said to be pressing for more urgency in its AI efforts: Bloomberg's Mark Gurman, citing sources, reports hardware chief John Ternus is pushing software chief Craig Federighi beyond Siri tweaks toward agentic and other advanced capabilities. Unconfirmed and unnamed-sourced, but the internal-pressure framing suggests Apple's agent move, when it comes, will be judged against what Google and OpenAI already ship. techmeme.com

• Anthropic — has bought commitments for 1.7 gigawatts of gas-fired generators from equipment supplier OnePWR for $3.4 billion, the Financial Times reports, citing sources — described as the largest such purchase by an AI lab, bypassing traditional suppliers to secure scarce equipment. Your agent vendor's bottleneck is now turbines and grid power, not just chips; capacity, not demand, is what to plan procurement and contract terms around. techmeme.com

• Kristian Polso — a developer with about ten years building production ML for clients has written that he will no longer use LLMs in professional coding, citing cognitive-impact studies, unmaintainable output, and the CLOUD Act's reach over EU-stored data. Your senior engineers are reading this argument; the compliance half — US vendors' EU-region promises do not block US federal law enforcement access — is the part worth answering before your EU teams raise it. polso.info

🌍The big AI stories today

• Nvidia — its board has begun an independent investigation into reporting that CEO Jensen Huang was the target of a foreign intelligence effort, saying it has no reason to believe national security or company secrets were compromised; House committee chairs have asked him to a closed-door briefing on November 18. Governance risk at the top of the company your hardware roadmap depends on. nvidianews.nvidia.com

• Google — has bought out Crusoe's southeast Wyoming data centre site and will build the project itself, a day after pledging $17 billion on its first Wyoming data centre; Bloomberg reported Crusoe was pushed aside after failing to sign customers. Capacity keeps consolidating into the hyperscalers — one more reason your cloud choice is also an AI-capacity choice. crusoe.ai

💡One takeaway