The Varosity AI GTM Report — Nov 02: New York Times Sues Brave, Calling It an AI 'Fence'

Monday, November 2, 2026. The New York Times and Tribune's newspapers sued Brave, with the Times alleging the browser company scraped publishers' content and sold it to AI companies. Apple hinted at third-party AI "opportunities" as services growth slowed. Musk said Grok Bot's costs were "unsustainably high," while OpenAI moved ChatGPT and Codex onto one token allowance. OpenAI signed four agreements in Abu Dhabi, Squarespace cut about 19% of its staff, and Google took Dreambeans to India. Jack King on what each one means for revenue and go-to-market teams. Today's stories: The New York Times sues Brave, calling it an AI "fence" : the complaint alleges an unblockable crawler, a 30-billion-page index and sales to AI companies. These are allegations; Brave had not immediately responded. Bloomberg Law · TechCrunch · Search Engine Journal Apple hints at third-party AI revenue : John Ternus's first earnings report as CEO beat estimates, but services guidance of 8–9% points to slowing growth. CNBC · TechCrunch · Six Colors transcript The agent bill comes due : Musk on Grok Bot's costs, ChatGPT and Codex sharing a token allowance, Garry Tan's token spend, and Revenium joining the Agentic AI Foundation. TechCrunch on Grok Bot · TechCrunch on ChatGPT · TechCrunch on Garry Tan · Revenium release OpenAI signs four agreements in Abu Dhabi : covering ADNOC, Mubadala, a five-year government, enterprise and education deal, and machine-readable government rules. CNBC · Abu Dhabi Media Office · AP markets report Squarespace cuts about 19% of its staff : roughly 300 people, mostly in product and engineering per a memo seen by Business Insider. The company did not link the cuts to AI. TechCrunch · The Next Web Google takes Dreambeans to India : its first market outside the U.S., with 13 Indian languages, after U.S. downloads fell 84% in October per Sensor Tower. Tec