• What do the midterms mean for the AI boom? Jaeden breaks down the pressure on data-center stocks, the debate over AI regulation, and the latest developments at Anthropic and OpenAI.

• This AI Chat roundup covers Anthropic's AP news-licensing deal, ChatGPT Images 2.6 and GIF creation, OpenAI's enterprise strategy and growth, Google's Malaysia data-center plans, Isomorphic Labs' fundraising ambitions, and reports about China's review of SoftBank's ABB robotics deal.

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• Anthropic faces new scrutiny as the FTC seeks executive testimony in its consumer-harm investigation. Jaeden breaks down the news, the reported $63 billion financing plan for Broadcom chips destined for Anthropic, and OpenAI's claim that an internal model refuted the Exponential Time Hypothesis.

• We also cover Verizon's $2 billion-plus AWS agreement, GPT-6.1 Terra, and Oracle's new Fusion Claw agentic applications. The math result is a claim under review—not a solution to P versus NP—and the FTC investigation is not a finding of wrongdoing.

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  Sources discussed:

  FTC testimony report: https://www.axios.com/2026/10/26/ftc-ai-safety-probe-anthropic-openai

  OpenAI mathematical research: https://github.com/openai/math

  Verizon earnings and AWS agreement: https://www.verizon.com/about/news/verizon-delivers-another-record-breaking-quarter

In this episode, we discuss Elon Musk's recent $40 billion fundraising effort aimed at acquiring GPUs. We also cover Microsoft's planned layoff of 60,000 employees and Anthropics' strategy to retain enterprise customers.

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