Big Tech lost big in the 2026 election

The 2026 midterm elections in the US ended in a sweeping win for Democrats — and several dozen sweeping losses for the AI industry. Nilay and David dig into what the results will mean for data centers, Big Tech, and even the future of X. Then, they try to figure out whether anyone's making any money in AI — not so much, it turns out — and whether the touchscreen MacBook is worth the price. Further reading: ⁠The fight for tech accountability starts now ⁠ ⁠Tech is about to get hammered in Congress⁠ Forbes: ⁠Elon Musk Deletes Midterm Posts After Stunning Election Losses⁠ ⁠Data centers lost the midterms ⁠ ⁠Democrats leaned into Big Tech and AI opposition this cycle. ⁠ ⁠Not even $200 million could help Elon Musk buy Texas ⁠ ⁠OpenAI says ChatGPT is catching up to Google in search ⁠ ⁠Google hasn’t figured out how to make AI pay like its search engine ⁠ ⁠Uber only fulfilled 4 rides from AI agents last quarter ⁠⁠ ⁠DoorDash's CEO: Don't be 'delusional' after just a few hundred AI agent orders⁠ ⁠Apple is reportedly lowering AI usage budgets.⁠ ⁠Brendan Carr plans to let prisons jam cellphone signals⁠ ⁠SpaceX could buy Boost Mobile as part of its big mobile carrier plans ⁠ ⁠Apple MacBook Pro with PROLED XDR Display review: a touchscreen winner⁠ ⁠Sam Altman addresses RAM comments: People should ‘put as much as they want in their computers⁠ ⁠⁠Sam Altman says it’s better for RAM to be in a data center than on your desk ⁠⁠ Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed. We love hearing from you! Email your questions and thoughts to [email protected] or call us at 866-VERGE11. 0:00 Bezos Hair Transplant Hoax 01:15 Midterms Shockwave Begins 02:00 Corruption And Data Center Backlash 06:53 AI Products Not Worth It 09:26 What Democrats Can Do Now 11:15 Congress Investigations Lawyer Up 13:15 Hype Reels Take Over Politics 15:42 X Bubble Versus Real Life 22:47 Microblogging Decline And AI Regulation 23:56 Ossoff Speech And AI Doomerism 27:35 Google Then Versus OpenAI Now 33:35 Back From Break 33:42 OpenAI Search Claims 35:19 Google Moat Erodes 38:02 Monetizing AI Overviews 42:52 Ads Break Trust 45:49 Google Zero Spiral 47:43 Agents Reality Check 50:41 Token Spending Pullback 52:50 Muse Novelty Wears Off 01:00:16 Brendan Carr is a Dummy 01:02:00 FCC Heat On Carr 01:07:04 MacBook Pro Touchscreen 01:09:09 Touchscreen Love Hate 01:10:25 Dynamic Island Reality Check 01:11:17 Best Touch Use Cases 01:11:58 App Support And Optimization 01:14:10 MacBook Pro Verdict 01:14:27 Speakers And Trade Ins 01:15:42 Sales And Upgrade Timing 01:17:11 SpaceX Boost Mobile Drama 01:22:05 Ram Altman Cloud Take 01:29:31 AI Photo Editing Panic 01:37:13 Wrap Up And Plugs Learn more about your ad choices. Visit podcastchoices.com/adchoices