The Jaeden Schafer Podcast

• 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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In this episode, we break down Anthropic's recent S1 filing for their NASDAQ IPO, revealing shocking figures such as $16.29 billion in first-half revenue alongside an $80.7 billion net loss. We also explore how Anthropic's unique class F shares enable co-founders to maintain significant control over the company, positioning them for a potentially monumental IPO.

Chapters

00:00 IPO Overview

01:58 Financial Details

04:00 Revenue Projections

05:59 Voting Power Explained

08:00 Customer Base Insights

10:01 Closing Thoughts

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In this episode, we cover Replit's decision to discontinue its partnership with Anthropic and the launch of Amazon's new Bee personal AI devices. Additionally, we explore Tesla's recent demonstration of its new Roadster and clarify why this vehicle is not designed for self-driving capabilities.

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In today’s AI Chat, Jaeden Schafer covers three stories shaping how AI is researched, used, and heard. Anthropic is giving METR researchers employee-level access to look under the hood. Apple and Meta are teaming up to bring the Muse AI model to Mac computers. And Deezer plans to let listeners filter out AI-generated music.

We break down what these developments could mean for independent AI research, AI on personal computers, and listener choice in music streaming.

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In this episode, we explore Meta's latest AI model launch and the impact of the recent bankruptcy of Character AI. We examine the implications for the AI landscape and what it means for the future of character-based artificial intelligence.

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Show Links

• Get the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.ai
• How I Grow and Scale My Business with AI: https://www.skool.com/aihustle
• Get the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter

In this episode, we explore OpenAI's release of an intelligent user interface, along with Anthropic's new 5.5 Haiku model. Additionally, we discuss Microsoft’s innovative hardware project Manus, which has successfully raised $500 million dollars.

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In this episode, we discuss a court ruling that maintains the Pentagon's ban on Anthropic's Claude being used within defense systems. This ruling reflects the ongoing regulatory challenges that AI companies face in the government sector.

In this episode, we explore Meta's latest innovations from their Big Connect conference, including the Muse Charm and camera-free smart glasses. Additionally, we discuss Google Gemini's new ability to call businesses and a roundup of exciting developments from Eleven Labs and DeepSeek.

Chapters

00:00 Introduction

00:22 Meta's Muse Charm Launch

01:44 Meta's New Smart Glasses

04:25 Google Gemini's New Feature

13:12 Eleven Labs Updates

16:50 DeepSeek's Revenue Success

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In this episode, we explore Claude's groundbreaking discovery of a novel enzyme system featuring CRISPR-like repeats made in a wet lab. This finding could have significant implications for genetic research and biotechnology.

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In this episode, we explore Anthropic's launch of Opus 5.5 alongside OpenAI's introduction of new GPT-6 models. Additionally, we discuss Meta's Muse and its rising popularity in the AI landscape.

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In this episode, we discuss Amazon's recent decision to block Meta's Muse AI, impacting the development of its innovative agent. We also explore the implications of this move on AI regulations and the ongoing discourse around technology and its capabilities.

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In this episode, we explore the exciting launch of a new lab in San Francisco, discussing its goals and potential impact on local innovation. Additionally, we cover Meta's introduction of a desktop app for Muse, looking at its features and how it could change user interaction with digital creativity.

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In this episode, we explore Figure's latest advancements in humanoid robotics, specifically their ability to perform general tasks in diverse environments. This breakthrough opens up exciting possibilities for the future of automation and human-robot collaboration.

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In this episode, we explore significant advancements in AI hardware, including Apple's return to the server market and collaboration with Nvidia. Additionally, we discuss SK hynix's plan to produce memory chips in the U.S., as well as an initiative to optimize power generation for AI data centers.

Chapters

00:00 Introduction

00:51 Apple's Server Market Comeback

03:14 SK Hynix and Intel Partnership

03:57 AI Energy Management Alliance

06:02 Power Utilization Challenges

10:55 Conclusion and Recap

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In this episode, we explore Microsoft's recently released code of conduct for their AI models, highlighting its emphasis on transparency and accountability. The episode discusses the principles outlined in this code and their implications for AI development and ethical considerations.

Chapters

00:00 Introduction to Microsoft's Code of Conduct

02:01 Purpose of AI in Service of People

04:01 Key Principles of the Code

05:58 Transparency and Accountability

08:01 Implications for AI Development

10:02 Conclusion and Future Outlook

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In this episode, we examine Dario Amodei's insights into the dangers associated with open source AI technologies. His perspectives prompt reflections on industry standards.

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In this episode, we cover significant warnings from an Anthropic researcher concerning AI dangers. We also discuss OpenAI's latest developments in their image model.

In this episode, we share Jaeden’s perspective on the service failures that occurred following OpenAI's GPT-6 launch, particularly affecting ChatGPT and Claude. We evaluate user implications.

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In this episode, we delve into the new features introduced in Anthropic's Fable 5.1 and OpenAI's Astra. We assess their functionalities and potential applications.

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