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IT Morning Brief 1103: Altman Says PCs Waste Memory, Sparks Online Backlash...
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- DeepHorus
On November 3, 2026, multiple events in the technology field drew widespread attention, covering hot topics such as AI ethics, consumer electronics earnings reports, the turning point in the food delivery industry, and robot competitions. A remark by OpenAI CEO Altman was the first to ignite public debate, while Apple and Meituan respectively delivered impressive results and industry judgments, and the World Robot Mount Tai Climbing Competition also concluded the previous day.
Altman publicly said that installing DRAM in personal computers is a waste of resources, and these remarks quickly triggered dissatisfaction across the internet. Tesla CEO Musk immediately posted a rebuke, saying that people should have their own memory, and directly called Altman an "idiot." This debate over hardware resource allocation reflects the tense relationship between AI companies and users' rights.
Apple released its fiscal year 2026 annual report, with total operating revenue reaching $478.834 billion, up 15.06% year on year; net profit attributable to parent company was $132.175 billion, up 18% year on year. Revenue from iPhone, Mac, and services businesses, as well as net sales in Greater China, all achieved growth. Apple CEO John Ternus also revealed that the first foldable-screen iPhone Duo remains in a state of limited production capacity, but the production ramp-up is "progressing smoothly," with screen issues accounting for only a "very small proportion."
Xue Bing, general manager of Meituan's food delivery business unit, said at the 2026 Food Delivery Industry Conference that the food delivery industry has reached a turning point, the low-price bubble is receding, and the number of orders below 15 yuan has halved. This judgment reflects that the food delivery market is shifting from subsidy-driven growth to a development stage that places more emphasis on quality and sustainability.
The first CMG World Robot Mount Tai Climbing Competition kicked off on November 2 in Tai'an, Shandong. The course is 3.9 kilometers long and has more than 3,100 steps in total. Unitree A2 won the legged racing championship in fully autonomous mode, B2 steadily climbed the steps in the load-bearing race, and Unitree ultimately won 1 gold and 2 silver medals. However, the Unitree G1 development version withdrew midway due to overheating, and was carried down the mountain by staff on a stretcher.
The domestic wuxia game Phantom Blade Zero exceeded 4 million units sold across all platforms within 72 hours after release. Game Science founder Feng Ji posted a congratulatory message, saying that what delighted him more than sales was the change in the positive review rate over three consecutive days, and he remarked, "Games, in the end, are something made by people who love them for people who love them."
AI company Anthropic's third-quarter revenue was nearly $17 billion, surging 11-fold year on year, but its net loss reached $23.3 billion, with operating expenses soaring 292%. The company has submitted an IPO application, with a target fundraising size that may exceed SpaceX's record; its valuation range is $1.4 trillion to $1.75 trillion, and it is expected to become the first listed frontier large-model enterprise.
In addition, CCTV exposed the assembly line behind "AI-generated girlfriend" online romance scams, in which 15 people across the country were defrauded of more than 1.8 million yuan; Cisco assigned a 27-year-old engineer with the goal of using AI to rewrite 98% of the company's legacy code within 24 months; and China's surface-to-air missile weapon system has reached the forefront of the world's first tier. From AI governance to robot competitions, the technology industry is undergoing profound changes advancing on multiple fronts.
