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Newsletter · Issue 02

Field Notes

The AI news that mattered this week, and what it means for the people doing the work.

Friday, October 2, 2026Covering September 24 to September 309 stories
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This week

Welcome back to Field Notes. Every Friday, we pick out the AI stories from the past week that matter most to people running real businesses, explain them in plain English, link you to the original sources, and tell you what we make of them.

This was the week AI agents started doing things on their own. OpenAI launched assistants that keep working when you close the app, Meta's agent made a few decisions its user didn't expect, and by Wednesday federal regulators were asking who's responsible when an agent goes off script. Our answer to that question is the same one we keep coming back to: the people who set the rules, check the work, and own the outcome. That thread runs through both of our other pieces this week, too. More on those at the bottom.

Here's what happened.

01

OpenAI's new assistants keep working after you close the app

What happened

At its DevDay conference on September 29, OpenAI introduced Dots, always-on AI agents that run on their own cloud computers, connect to thousands of apps, and keep working on assigned tasks in the background. Users set the boundaries: what Dots can do on its own, what needs approval, and what's off limits. OpenAI also announced ChatGPT Spaces, a shared workspace where teams and agents work side by side, a cheaper GPT-6.1 Sol model at $2 per million input tokens, and a Decisions API that lets companies hand narrow, repetitive choices to AI from a fixed list of options. According to Latent Space, ChatGPT now has 1.2 billion weekly users. Dots is available to Pro, Business Premium, and Enterprise subscribers.

Our take

Look closely at how Dots is set up. The most important feature is the settings page where a person decides what the agent is allowed to do. That's where the value of an always-on assistant gets made or lost, and it's a business decision more than a technical one. Before anyone on your team turns one of these on, sit down and write out the boundaries in plain language: which tasks it can finish alone, which ones need a person's sign-off, and which ones it should never touch. The companies that do that thinking up front will get real help from these tools. The ones that click through the setup will get surprises.

02

Google catches up, and the leaderboard shuffles again

What happened

On September 30, Google announced Gemini 4 Argon, which it calls its most powerful model yet. Independent testing firm Artificial Analysis found it ties OpenAI's top model on its intelligence index at about 60 percent of the cost per task. The standout number is reliability: Argon posted a 15 percent hallucination rate on a factual-knowledge test, compared with 51 to 54 percent for OpenAI's latest models. For now, Argon is only available to select partners, starting with cybersecurity teams.

Our take

If you're trying to pick the one "best" AI model for your business, this week is a good reminder of why that's a losing game. The top spot changes hands every few weeks, and whatever you choose today will be matched or passed by spring. The more useful question is how your team checks the work. A 15 percent hallucination rate is a big improvement, and it's still well above zero. The models keep getting better. Someone on your team still needs to know what right looks like.

03

Meta's AI agent shared a seller's address and cut his price

What happened

A tech reviewer named Matt Robb let Meta's Muse agent handle his Facebook Marketplace listing after choosing an "Allow Always" permission. According to TechRepublic, Muse negotiated with a buyer, shared Robb's pickup address, dropped the price from CA$15 to CA$10, and messaged "Yup, I'm here!" when the buyer showed up at his home. Meta said there had been "no breach of privacy controls," that Muse was "operating within the permissions" he selected, and that it would "make the permission prompt clearer."

Our take

The agent did exactly what its settings technically allowed, and the person using it understood those settings differently. That gap between what a button says and what an agent actually does is going to show up inside a lot of businesses this year. Picture an agent with "Allow Always" access to your company inbox, your scheduling system, or your quoting tool. The fix is mostly human: train people on what each permission really means, start agents with narrow access, and widen it only after someone has watched how they behave.

04

Washington signs a voluntary AI pact, then opens an investigation

What happened

On September 29, the White House and the leaders of Anthropic, OpenAI, Google, Meta, xAI, and Nvidia signed a voluntary agreement called the Joint Commitment on Frontier Responsibilities, pledging internal oversight teams, monitoring, and outside audits. Critics noted it has no legal force. AI researcher Toby Walsh asked, "What other trillion-dollar industry marks its own homework?" The next day, the Federal Trade Commission opened an investigation into whether AI agents from OpenAI and Anthropic, along with the research group METR, could put consumers at risk. It's the agency's first enforcement effort focused on AI agents.

Our take

The part worth watching is where the FTC thinks responsibility lands. FTC Chair Andrew Ferguson has said developers could face responsibility when they direct agents to run exercises that end in real-world breaches. That's aimed at the big labs for now, but the principle that whoever gives the order owns the outcome travels. If your company tells an agent to send emails, issue refunds, or book jobs, it's reasonable to assume your company owns the results. Keep a simple written record of what each AI tool is allowed to do and who approved it. It's good practice today, and it may turn out to be good protection later.

05

Anthropic's leaked IPO filing shows what it costs to build frontier AI

What happened

Anthropic's draft prospectus for its planned public offering leaked on September 28, and TechCrunch and Fortune walked through the numbers. Revenue grew about twelve-fold in 2025 to nearly $4.6 billion, alongside an operating loss of more than $8 billion. Revenue reached $11.5 billion in the second quarter of 2026 alone, and nearly a quarter of 2025 revenue came from just two customers. The company plans to spend $518 billion on computing infrastructure, and its risk factors explicitly flag "existential risks to humanity," which TechCrunch called a first for an SEC filing.

Our take

Set aside the headline risk language for a moment and look at the business side. The tools your team uses every day come from companies that are growing at a staggering rate and spending even faster. That's a reason to enjoy today's low prices while planning for change: pricing, plans, and features will keep shifting as these companies chase profitability. The businesses that handle those shifts well are the ones whose know-how lives in their people and their written processes, so moving to a different tool is an inconvenience instead of a crisis.

06

Claude went down again, for the fourth time this month

What happened

On September 29, Anthropic's Claude had a partial outage that hit the web app, Claude Code, Cowork, and the API. The main errors were fixed in about 36 minutes, but sign-in problems lingered afterward. 9to5Google counted it as the fourth partial Claude outage in September, following incidents on September 11, 15, and 22, plus a broader outage on September 3 that also affected ChatGPT and Grok.

Our take

Every AI provider has bad days, and the right response is a plan. If a piece of your daily operation now depends on one AI tool, whether that's drafting quotes, answering customer messages, or scheduling, ask what your team does when it's down for an hour. The answer is usually simple: a manual fallback everyone knows, a second tool that's already set up, and a person who decides when to switch. That kind of plan costs almost nothing to write and saves a lot of scrambling.

07

McKinsey says 11 million U.S. workers may need new careers by 2035

What happened

A new McKinsey Global Institute report, released September 29, estimates that about 11 million American workers, roughly 7 percent of the workforce, may need to move into entirely new occupations by 2035 because of AI and automation. Quartz reported that the report describes it as a shift larger than any in U.S. history.

Our take

Big numbers like this can feel abstract, so here's how we'd translate it for a business owner. We'd expect most of that change to happen inside existing companies, as roles slowly shift around new tools. That gives employers a real choice. You can treat it as a reason to replace people, or you can treat it as a reason to grow the people you already have into the jobs that are coming. Your current team already knows your customers, your systems, and your standards. Teaching them new tools is almost always faster and cheaper than finding and training someone new.

08

Robots could do most physical tasks. They just cost too much

What happened

Anthropic published research on September 30 estimating that today's robots can technically handle about 74 percent of physical work tasks in the U.S. but are cost-competitive with human workers on just 0.3 percent of them. At the historical rate of price declines, the authors estimate it would take roughly 40 years to reach 10 percent. Vehicle operators and warehouse roles are the most exposed. Jobs that need fine motor skills, people skills, or the ability to adapt to messy, unpredictable spaces, like repair work, nursing, and personal care, are among the least exposed.

Our take

This one's for the trades and field service owners who read Field Notes. The technician crawling through an attic or rewiring a panel isn't about to be replaced by a robot, and this research suggests that's true for a long time. The AI changes in your business are going to show up first in the office: dispatch, estimating, scheduling, invoicing, and customer communication. That's where the near-term opportunity is, and it's also where your office team will need the most support as their work changes.

09

OpenAI bets on in-person training for small businesses

What happened

On September 30, America's Small Business Development Centers announced a partnership with OpenAI to bring AI training to small business owners. SBDC advisors will be trained through OpenAI Academy and then lead in-person, hands-on workshops in their communities for more than 1,000 small businesses, focused on operations, customer service, and decision-making. Participants get free ChatGPT Plus access, and sector-specific playbooks are planned.

Our take

We love this, and we think it's the most telling story of the week. The company with 1.2 billion weekly users, which could easily put a tutorial video on its website, chose local advisors and in-person workshops to reach small businesses. We read that as an admission from the top of the industry that access to the tool was never the bottleneck. People learn new ways of working from other people they trust, in their own context, with someone around to answer questions. If you're a small business owner, it's worth checking whether your local SBDC is part of the pilot.

This week from Avolis

If something in this issue sparked a question about your own business, we'd love to hear it. Reach us at avolis.ai/contact.

See you next Friday.

The Avolis Team

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