Thursday's Morning Brief leads with Axios reporting, via Reuters, that the FTC sent civil subpoenas to OpenAI and Anthropic seeking documents on safety incidents, safeguards, marketing and privacy. TSMC posts a sixth straight record quarter as AI chip demand lifts revenue to about forty-six point seven billion dollars, with high performance computing at sixty-eight percent of sales. Anthropic told pre-IPO investors third quarter revenue jumped forty-five percent to sixteen point eight billion dollars. Also: eight states sue OpenAI over ChatGPT child safety, forty attorneys general move to protect Character.AI users' chat data in bankruptcy, Demis Hassabis calls AI hacks early warning shots, AI credit stress hits records, and a SpaceX Dragon docking to watch today. Hosted by Maya.
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