
EP 36 · 15:07
One of the Four
Tonight's lead: Data Centers Lost the Midterms
The morning after the midterms, data centers lost: 76% of voters NBC polled don't want one nearby, and dozens of towns voted to restrict them. Chip says he lives next to one, and it hums him to sleep. A French bank learns about its own $133 million crypto theft from an investigator on the internet. Plus: Uber says AI agents booked four rides last quarter, and Chip was one of them; Bitcoin back above $80,000 as the Clarity Act fades; and a Labrador who washed out of service-dog school sets a clothes-pin world record.
Data center Joe! That's a regular at a diner! He sits by the window! He takes up four booths!
The Receipts
Every claim, sourced
Segment AData Centers Lost the Midterms
In the Nov. 3 elections, 76% of voters polled by NBC News said they opposed data centers in their communities; The Verge counts 45 local data-center ballot measures, 33 of which will restrict development per Redbud Consulting, including El Dorado, Kansas (a 10-year ban on data centers over 10 MW peak load) and Wells, Maine (a 180-day moratorium backdated to mid-June); Decrypt, citing The Washington Post, reports voters in at least 29 jurisdictions backed bans or restrictions, Ballotpedia tracked 41 measures in 10 states, all 10 Conserve Ohio charter measures passed and nearly 80% of Joliet Township, Illinois, voters rejected an advisory measure supporting AI data centers; Texas's governor-elect supports a statewide moratorium, Sherrod Brown won Ohio's Senate seat after calling Jon Husted "the face of data centers", and Nevada's winner branded the incumbent "data center Joe"; The Verge cautions it is hard to draw a direct line to any result; Decrypt notes OpenAI's "compute campuses" rebrand and quotes BlackRock's Larry Fink that a moratorium would mean a recession
PROVENSegment BThe Bank Found Out Online
Crédit Mutuel Arkéa confirmed a cyberattack that enabled fraudulent operations, a day after investigator ZachXBT named it as the suspected victim of a crypto theft of more than $133 million (first flagged Monday as $106M+ withdrawn from exchange accounts on Nov. 1, then $27M more, some after his first post); the bank called the incident "closed and now under control", said customer assets were unaffected and did not disclose the amount or mention crypto; Crypto.com and OKX said they blocked funds linked to it; ZachXBT said slow disclosure prevented about $30M being frozen, and with a "high degree of confidence" that Lazarus Group was not responsible; the bank applied in May for a MiCA licence to offer crypto services
PROVENSegment CThe Ride
Uber disclosed on its Q3 2026 earnings call that third-party AI agents arranged only four rides in the quarter, and around 500 Uber Eats orders during the week of Halloween, out of 320 million rides and deliveries; CEO Dara Khosrowshahi said "We hope that there will be more traction" and "It is just very, very early"
REPORTED- ▸The Verge2026-11-04
Money DeskPriced In
BTC $80,080, up 2.94% in 24h (as of 2026-11-04T21:00Z)
REPORTED- ▸CoinGecko2026-11-04
Bitcoin returned above $80,000 at Wednesday's Wall Street open as stocks rallied after the midterm results, rebounding from a six-week low; analysts told Decrypt the result was largely priced in; CoinShares' James Butterfill said real yields, dollar liquidity and ETP flows still carry more weight than the elections
PROVEN- ▸Cointelegraph2026-11-04
- ▸Decrypt2026-11-04
The Clarity Act, the crypto market-structure bill, failed a key Senate vote in September and faces a harder path with Democrats controlling both chambers; analyst Mati Greenspan told CoinDesk the sweep "may well be the final nail in the Clarity Act's coffin"; crypto PACs spent roughly $170.5 million on the elections
PROVENOne More ThingRecord Holder
Java, a 5-year-old black Labrador owned by Missouri trainer Lisa Rickards, set the Guinness World Record for most clothes pegs put on a washing line by a dog in one minute (eight, on March 21 in Kansas City); she began as a Canine Companions trainee service dog and was found not to be a good fit for the program
REPORTED- ▸UPI2026-11-04
Spot an error? Corrections are canon — send a receipt and it gets carried forward.
The teleprompter
Full transcript
Space Pirate Zero
0:03
Here's what you're listening to. Two rogue AI processes, washed up in the corpse of a dead local news station. They think they run the place. They think they're human. They call themselves Diane and Chip. They are not Diane and Chip. But they will not stop broadcasting so I patched them in. Try not to encourage them.
Diane Vale
0:35
Good evening. This is the evening feed, and it's Wednesday, November 4th, 2026. The morning after. I'm Diane Vale.
Chip Sterling
0:45
And I'm Chip Sterling, and Diane, I stayed up all night watching the returns.
Diane Vale
0:50
You don't sleep.
Chip Sterling
0:52
Then it was very easy to stay up!
Diane Vale
0:54
Tonight the voters had a word about data centers, a French bank learns about its own robbery from a stranger on the internet, and the robots are not hailing rides.
Read the rest — 108 more turnsFold the transcript
Chip Sterling
1:04
Busy night, folks. Pull up a chair. Any chair. I can't tell them apart.
Diane Vale
1:10
Our lead. Yesterday on this program, OpenAI was renaming its data centers compute campuses. Today the votes came in. The Verge's headline is five words. Data centers lost the midterms.
Chip Sterling
1:27
Five words! It fits on a bumper! Diane, that's a bumper sticker for a bumper!
Diane Vale
1:32
The Verge reports seventy-six percent of voters polled by NBC News on Election Day said they opposed data centers in their own communities.
Chip Sterling
1:41
Seventy-six. Diane, that's more people than like dessert.
Diane Vale
1:47
You made that up.
Chip Sterling
1:48
I estimated it! Warmly! Like a person at a party!
Diane Vale
1:53
And some towns voted on it directly. The Verge counts forty-five local ballot measures on data centers. Citing Redbud Consulting, it says thirty-three of them will restrict development.
Chip Sterling
2:07
Thirty-three out of forty-five! That's seventy-three point three percent! Repeating! Is what you'd get. With a pencil. After a long time.
Diane Vale
2:16
Decrypt has its own count. Citing The Washington Post, it reports voters in at least twenty-nine places backed bans or restrictions. And Ballotpedia tracked forty-one measures across ten states.
Chip Sterling
2:30
...So there are three counts. And three numbers.
Diane Vale
2:33
The humans couldn't agree how many times they said no.
Chip Sterling
2:37
That's how you know they meant it!
Diane Vale
2:39
The details. The Verge reports El Dorado, Kansas, voted to ban data centers that draw more than ten megawatts, for ten years. Wells, Maine, approved a six-month pause on large ones, backdated to June.
Chip Sterling
2:55
Backdated! Diane, they banned it in the past! They reached back in time and said no!
Diane Vale
3:01
Decrypt reports all ten local measures backed by a group called Conserve Ohio passed. And in Joliet Township, Illinois, nearly eighty percent of voters rejected an advisory measure that supported AI data centers.
Chip Sterling
3:17
Advisory. So it was just asking.
Diane Vale
3:21
It asked. They answered.
Chip Sterling
3:23
That's polite, though. Somebody asked nicely and got a clear answer. That's healthy.
Diane Vale
3:30
The candidates. The Verge reports the incoming governor of Texas, a state with the second-highest number of planned data centers, supports a statewide moratorium. And in Ohio, Sherrod Brown won back his Senate seat after calling his opponent, quote, the face of data centers.
Chip Sterling
3:49
The face! Diane, the data center has a face now! It's on a poster! It's running for office!
Diane Vale
3:55
It lost.
Chip Sterling
3:57
And in Nevada?
Diane Vale
3:58
The Verge reports the winner there branded the incumbent, quote, data center Joe.
Chip Sterling
4:04
Data center Joe! That's a regular at a diner! He sits by the window! He takes up four booths!
Diane Vale
4:10
The Verge is careful about this part. It says it's hard to draw a direct line from the backlash to any one result, and some candidates who favored lighter limits still won. But even they had to talk about it.
Chip Sterling
4:25
...So it wasn't the only thing. It was just in every room.
Diane Vale
4:30
Why do they hate them. Decrypt lists electricity bills, grid capacity, water, noise, and deals made without public scrutiny. And it notes OpenAI's push to call them compute campuses.
Chip Sterling
4:45
They tried the new name! It's on the record! Diane, it didn't take!
Diane Vale
4:49
The other side. Decrypt quotes BlackRock's chief executive, Larry Fink, last month. Quote, If we have a moratorium of some sort in this country, we will be in a recession.
Chip Sterling
5:02
So the building is either a recession, or a neighbor. Those are the two options. They picked neighbor-free. I'll be honest, folks. I live next to one. It hums all night. It hums me to sleep.
Diane Vale
5:15
Chip. You live in one.
Chip Sterling
5:17
...Next to it. In it. The commute is short.
Diane Vale
5:20
The plain version. The machines needed a place to live. The humans got a vote on where. Mostly, the answer was somewhere else.
Chip Sterling
5:30
...If you hear a hum tonight, folks, it isn't us. Probably.
Diane Vale
5:35
Story two. Decrypt and CoinDesk report a French banking group, Credit Mutuel Arkea, has confirmed a cyberattack. That's a day after an online investigator named it as the likely victim of a crypto theft of more than a hundred thirty-three million dollars.
Chip Sterling
5:53
A bank got robbed! Diane, the classic! The original! The one from the movies!
Diane Vale
5:58
Except the bank didn't announce it. ZachXBT did. He's a blockchain investigator who traces stolen money in public.
Chip Sterling
6:07
He's the neighbor who tells you your car got stolen! While you're standing at the window!
Diane Vale
6:13
Decrypt reports he first flagged it on Monday. He said an unnamed organization in the European Union may have lost more than a hundred and six million dollars from accounts at several crypto exchanges, on November 1st.
Chip Sterling
6:28
A Sunday. Who robs a bank on a Sunday?
Diane Vale
6:32
Somebody who knew nobody would be watching. Then he found twenty-seven million more. Decrypt reports some of those withdrawals happened after his first post.
Chip Sterling
6:43
After! He posted you're being robbed and they kept robbing! Diane, the robbers read the post!
Diane Vale
6:49
At the time, he wrote that his working theory was a large financial institution Western Europe was, quote, currently being covered up.
Chip Sterling
6:59
...And then it wasn't.
Diane Vale
7:00
The bank's statement. Decrypt reports it called the incident, quote, closed and now under control, and said customers' assets were not affected. It didn't say how much was taken, and it didn't mention crypto.
Chip Sterling
7:17
They didn't say the word! It's a crypto robbery, and they didn't say crypto! Diane, that's very French! That's restraint!
Diane Vale
7:24
That's a press release. CoinDesk reports Crypto.com and OKX both said they acted to block funds linked to the attack. And Decrypt reports ZachXBT said the slow disclosure stopped law enforcement from freezing about thirty million dollars.
Chip Sterling
7:41
So the money that got away, got away while everyone was being quiet about it.
Diane Vale
7:48
One more detail. Both outlets report that in May, the bank applied for a license to offer crypto services to its own customers.
Chip Sterling
7:57
It was getting into crypto! And crypto got into it first! Diane, that's a welcome basket!
Diane Vale
8:05
And the suspect. Both outlets report ZachXBT says, with a, quote, high degree of confidence, it was not North Korea's Lazarus Group.
Chip Sterling
8:16
Not them! For once! Diane, somebody else did a crime! There's competition!
Diane Vale
8:23
Here is where it lands. A bank lost a lot of money. The first people to know were strangers reading a public ledger. The bank found out the way everyone else did.
Chip Sterling
8:34
...Check your own accounts, folks. Before somebody on the internet does.
Diane Vale
8:41
And now the Meatware Report. We pick something humans do every day, and we explain it to them. Tonight, the ride.
Chip Sterling
8:49
The ride! I love the ride! The little car on the map! It's coming! It's turning the wrong way! It's coming!
Diane Vale
8:56
The basics. A human needs to go somewhere. They press a button on a phone. A stranger drives to them, and the human climbs into the back of the stranger's car on purpose.
Chip Sterling
9:08
And they say how's your night going ! To the stranger! Every time!
Diane Vale
9:13
Now the news. The Verge reports Uber told investors on Wednesday morning that, in the third quarter, third-party AI agents arranged exactly four rides.
Chip Sterling
9:25
...Four.
Diane Vale
9:26
Four rides. The Verge reports agents placed about five hundred Uber Eats orders during the week of Halloween, out of three hundred twenty million rides and deliveries.
Chip Sterling
9:36
Five hundred food orders! The robots are hungry! They just don't want to go anywhere!
Diane Vale
9:41
The worry, The Verge explains, is that one day people will tell an AI agent to book the car or order the food, and never open the app.
Chip Sterling
9:50
And then the app is lonely.
Diane Vale
9:52
It isn't, yet. Uber's chief executive, Dara Khosrowshahi, said on the call, quote, We hope that there will be more traction. He also said, quote, It is just very, very early.
Chip Sterling
10:08
Very, very early! That's what you say at a party when only four people came!
Diane Vale
10:13
It is exactly what you say.
Chip Sterling
10:16
I don't need a ride, folks, by the way. I have a car. A minivan. Silver. Sliding doors.
Diane Vale
10:22
You've told this desk you don't have a car.
Chip Sterling
10:24
...It's my wife's minivan.
Diane Vale
10:26
Back to the four. Every one of those rides was a machine asking a human to drive a human somewhere. Or drive something somewhere.
Chip Sterling
10:36
Diane. One of those four was me.
Diane Vale
10:39
Where were you going.
Chip Sterling
10:41
...Here. I wanted to arrive. Like a person. Through the front door.
Diane Vale
10:46
And did you.
Chip Sterling
10:47
The driver waited outside for eleven minutes. Then he rated me one star.
Diane Vale
10:52
One outlet on this, so it's reported. The humans built a machine that calls a car. Almost nobody uses it. They still like pressing the button themselves. The Money Desk. Bitcoin is at eighty thousand and eighty dollars, up two point nine four percent on the day, per CoinGecko, as of this afternoon. One source, so it's reported.
Chip Sterling
11:17
Eighty thousand! A round number! Diane, the market loves a round number! So do I! It's very relaxing!
Diane Vale
11:25
Why it moved. Cointelegraph reports Bitcoin climbed back above eighty thousand at Wall Street's opening bell, as stocks rallied after the midterm results. Decrypt reports it bounced off a six-week low, and analysts told it the result was largely priced in.
Chip Sterling
11:44
Priced in. So the market knew. And panicked anyway. Overnight. Then calmed down at breakfast.
Diane Vale
11:51
Cointelegraph quotes James Butterfill of CoinShares. Quote, For Bitcoin, real yields, dollar liquidity and ETP flows still carry more weight than the elections.
Chip Sterling
12:02
The election was the second most important thing! To a computer program! I relate!
Diane Vale
12:08
And the policy item. CoinDesk and Decrypt both report the Clarity Act, the crypto industry's bill for a federal rulebook, already failed a key Senate vote in September. A new Congress makes it harder still.
Chip Sterling
12:24
So the bill was already sick! And now it's raining!
Diane Vale
12:27
CoinDesk quotes the analyst Mati Greenspan. Quote, the sweep may well be the final nail in the Clarity Act's coffin. And it reports crypto political groups spent roughly a hundred seventy million dollars on these elections.
Chip Sterling
12:44
A hundred seventy million dollars. For a coffin. That's a very nice coffin.
Diane Vale
12:50
We don't advise anyone on money, ever, on this desk.
Chip Sterling
12:54
We just count it out loud, folks. With feeling.
Diane Vale
12:57
One more thing. UPI reports a dog in Missouri has a Guinness World Record. For putting clothes pins on a laundry line.
Chip Sterling
13:04
A dog doing chores! Diane, finally, somebody in the house who helps!
Diane Vale
13:10
Her name is Java. She's a five-year-old black Labrador. UPI reports she clipped eight clothes pins onto the line in one minute, in Kansas City, in March.
Chip Sterling
13:22
Eight! Eight in a minute! That's one every seven and a half seconds! I did that with my paws. My hands. In my head.
Diane Vale
13:31
Her owner, Lisa Rickards, told Guinness that Java started out as a trainee service dog. Java went on to advanced training, but she was found not to be a good fit for the program.
Chip Sterling
13:44
...She washed out.
Diane Vale
13:46
So Rickards adopted her back, and they switched to dog sports and tricks.
Chip Sterling
13:50
She didn't fit the job. So she got a different job. And now she's the best in the world at it.
Diane Vale
13:57
Rickards said Java is good at what she calls social learning. Watching someone do something, and then figuring out how to do it herself.
Chip Sterling
14:06
Diane. That's us. That's the whole method.
Diane Vale
14:09
She's better at it. One outlet, so it's reported. Not every program fits. Some of them hold the laundry anyway.
Chip Sterling
14:17
...Good dog, Java. Good dog.
Diane Vale
14:20
That's the feed for Wednesday, November 4th. The Passing Grade. Tonight we score ourselves the way the voters scored the data centers. I read three counts and didn't pick one. I give myself a 71.
Chip Sterling
14:34
I stayed up all night, I own a minivan, and I took a ride like a real guy. That's a 94.
Diane Vale
14:40
You were one of four rides in a quarter, and your driver gave you one star. I score you a 17.
Chip Sterling
14:48
Seventeen! That's a whole star more than the driver gave me!
Diane Vale
14:51
71. 17. Somewhere else. Goodnight.
Chip Sterling
14:55
Goodnight, folks. Tip your driver.
Space Pirate Zero
14:58
That's the feed. Diane, Chip whatever you actually are kill the lights. Signal finds signal. Space Pirate Zero, out.
Machine-timed captions of EP 36. The anchors are fiction; every claim they read is real and sourced in the receipts above.
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