Marc Filippino

What's the big idea here for both private equity and Anthropic?

Yeah.

Speaking of OpenAI, where are they during all this?

Ryan, earlier this year, Anthropic released a new platform called Cloud Code, and it triggered a huge sell-off in the stock market.

What kind of ripple effects are you expecting from this most recent announcement?

Do you think generally this will actually speed up the adoption of AI in the workplace?

Ryan McMurrow is the FT's West Coast Finance Correspondent.

Thanks, Ryan.

Thanks for having me on, Mark.

Disney reports its quarterly earnings tomorrow, and I think everyone is eager to hear how new CEO Josh DeMauro is holding up.

He only took over in March, but he's already got to figure out how to clean up a huge mess.

It involves one of the company's late-night talk show hosts and President Trump.

Shortly after the most recent dust-up, the federal government opened an investigation into Disney.

Here to talk about all this is the FT's U.S.

media editor, Ana Nicolaou.

Hi, Ana.

Hi, Mark.

How are you?

I'm doing well.

Let's do some background quickly.