OpenAI’s Dots are coming up against the price of privacy, and the price of compute

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Welcome to Eye on AI. Beatrice Nolan here. In today’s issue: After the midterms, Big Tech’s AI data center problem is only getting bigger. Key Claude Code exec jumps from Anthropic to OpenAI. Apple cuts employees’ AI budgets. And, companies’ AI spend is going up. OpenAI took its Dev Day roadshow to London this week, attempting to sell the city’s developers on Dots, the company’s new, always-on AI assistant. The company first announced Dots at its big annual developer event in San Francisco a month ago, pitching them as its flagship agentic offering. Whereas tools like Codex, the company’s coding assistant, wait for a user’s instructions, Dots are meant to be proactive. The assistant learns a user’s goals, watches their inbox and work tools, and starts tasks before they ask. (Dots aren’t available in Europe yet, but OpenAI said it is working with European regulators to change that.) The industry is betting that proactive personal agents are the natural next step for AI, potentially…

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