In the past 24 hours, agents took center stage: OpenAI let ChatGPT's dots agents pay for users' orders, Sierra shipped version 1.0 of its Personal Agent Protocol, Poppy; Anthropic wrapped up its IPO roadshow, and chip export controls stirred again.
ChatGPT Wallet: Your Agent Places the Order
OpenAI launched ChatGPT Wallet on November 13, letting its dots agents complete purchases for users: register a card once, and the agent finds products and compares prices, with every order confirmed by Face ID or fingerprint. Payments use one-time tokens, so neither the agent nor the merchant ever sees the real card number. The rollout is limited at first to U.S. ChatGPT Pro subscribers aged 18 and over.
Sierra Ships Personal Agent Protocol Poppy 1.0
Sierra released Poppy 1.0, its Personal Agent Protocol, on November 13: personal agents can use it to work with business agents, websites and APIs, with OAuth authentication and user-controlled permissions. Every Shopify merchant supports it by default, Meta's Muse has it switched on, and the design-partner list has passed 100 companies, with Mercury and Turkish Airlines already live.
Anthropic Roadshow Ends: Compute Is the Deepest Business Dilemma
Anthropic CEO Dario Amodei joined JPMorgan CEO Jamie Dimon for a livestreamed fireside chat on November 13, closing the IPO roadshow: he called buying compute the company's "deepest business dilemma", said he hopes the listing will "underpromise and overdeliver", and that he is "not super fussed" about market volatility. Pricing is set for November 18, with trading on Nasdaq as ANT starting November 19 at a valuation of roughly $1.33 trillion. Yesterday's briefing: Anthropic roadshow kicks off
Study Says China's Top Models Trained on Banned Blackwell Chips
Research group Unemployment Labs said on November 13 that, after analyzing the weights of open models from DeepSeek, Moonshot AI, MiniMax and Ant Group, it found traces of training on Blackwell chips. Epoch AI estimates about two million advanced chips reached China in 2024–2025 through schemes that hid their final destination. The study proves no violation, and the chips may have sat in offshore data centers. Yesterday's briefing: Democrats probe NVIDIA's China chip sales
Microsoft's Aion Instruct Replaces Phi Silica
Microsoft unveiled Aion Instruct on November 13, its new on-device language model for Windows, replacing Phi Silica: 2.3 billion parameters with context expanded from 3.5K to 32K tokens. It reaches Windows Insider preview on November 20 and retail devices in January 2027, and expands to GPUs including NVIDIA RTX and AMD RDNA4. Outputs also carry an invisible watermark.
Israeli VCs See Opportunity in NVIDIA's Turmoil
After Jensen Huang's exit, Israel's venture community sees an opening: NVIDIA employs 6,000 people there and runs its largest R&D center outside the U.S.; several investors reckon slower decisions at NVIDIA will give AI chip and inference-software challengers room to grow. Others caution that if uncertainty slows overall AI spending, challengers may end up with a bigger share of a smaller opportunity.
