Midterm forecasts, the Iran war and data centers dominate
Oct 26, 2026 – Nov 1, 2026 · 38 episodes from 27 podcasts
A week before the 2026 midterms, podcasters weighed a lopsided polling environment, the political costs of the Iran war and AI, Anthropic's expected IPO, and the role of big money in politics.
Between October 26 and November 1, 2026, TMT logged 38 episodes from 27 podcasts. The approaching midterm elections shaped much of the conversation, led by Nate Silver's appearance on The Ezra Klein Show, which touched on the Iran war, data centers and campaign spending. Social media algorithms emerged as a new topic, Anthropic drew attention ahead of its reported IPO, and relationship shows offered advice on marriage and partnership.
Silver sees an unusually large swing against the president's party
On The Ezra Klein Show, forecaster Nate Silver said the typical midterm shifts about 7.5 points against the president's party, while this year's environment looks closer to 11 points. He argued that an outcome in line with the polls would in some ways mark the end of the Trump era. Klein observed that the candidates most visible on social media bear little relation to those doing well in polls, and suggested Democrats are entering an era of elder-millennial talent.
On REAL AF with Andy Frisella, co-host DJ said he believes both parties cheat in elections, while Frisella urged disaffected listeners to vote anyway, arguing that cheating can only shift results so far.
“in the average midterm, the environment shifts by seven and a half points against the president's party versus the previous presidential year. This year, it looks more like 11 points”
Nate Silver · The Ezra Klein Show: Nate Silver Predicts a ‘Momentous’ Midterm · Listen from 5:27
“If the election goes roughly as the polls say it will go, then in some ways it would mark the end of the Trump era, I think”
Nate Silver · The Ezra Klein Show: Nate Silver Predicts a ‘Momentous’ Midterm · Listen from 2:43
“they can only cheat a certain amount, just like I've been saying for years and years and years”
Andy Frisella · REAL AF with Andy Frisella: 1073. Andy & DJ CTI: Election Controversies, Absentee Ballot Envelopes Mysteriously Shipped To Soros & '60 Minutes' Profile Of Deported Husband · Listen from 30:13
The Iran war as a political and strategic liability
Silver argued that Democrats would not be favored in the Senate had Trump not gone to war with Iran and driven up gas prices, and said Defense Secretary Pete Hegseth would be among the first to blame if Republicans lose the Senate. On The Joe Rogan Experience, Rogan said Trump supporters are disappointed because ending wars was one of his most popular promises, and reported that many people fear further action in Iran after the midterms.
Konstantin Kisin, also on Rogan's show, relayed Robert Pape's argument that the war has set Iran on a path to becoming a more powerful regional hegemon. On the Danny Jones Podcast, Simon Dixon framed the apparent chaos as the Middle East realigning with China.
“I don't think we'd be talking about Democrats being favored in the Senate if Trump hadn't decided to go to war with Iran and spike gas prices”
Nate Silver · The Ezra Klein Show: Nate Silver Predicts a ‘Momentous’ Midterm · Listen from 39:43
“the thing that disappoints everybody who supported Trump before he got into office was one of his big things that everybody agreed with was no more war”
Joe Rogan · The Joe Rogan Experience: #2572 - Colum Tyrrell · Listen from 2:17:09
“is put iran on the path to become a regional hegemon they are now going to be in a position where they're way more powerful”
Konstantin Kisin · The Joe Rogan Experience: #2574 - Francis Foster & Konstantin Kisin · Listen from 1:35:24
Data centers become an electoral issue
Silver cited Economist data indicating that Trump voters living closer to data centers are more likely to flip to Democrats, and described opposition to data centers as roughly an 80-20 issue. Klein suggested Trump backs the AI industry partly out of a belief that the U.S. is in a race with China and partly to protect the stock market.
On Tomorrow, Today, Shekhar Natarajan predicted significant public backlash against AI adoption before a balance is reached, and argued that traits such as ADHD could become strengths. His guest, Pilar Mendiola Fernandez, described AI as a partnership that amplifies human capability, while acknowledging a need for regulation.
“the closer that Trump voters live to data centers, the more likely they are to flip and vote democratic in this election”
Nate Silver · The Ezra Klein Show: Nate Silver Predicts a ‘Momentous’ Midterm · Listen from 14:37
“Like data centers are like a 80-20 issue against data centers now, roughly”
Nate Silver · The Ezra Klein Show: Nate Silver Predicts a ‘Momentous’ Midterm · Listen from 41:17
“There's going to be a change management problem. And I think there's going to be huge backlash and pushback”
Shekhar Natarajan · Tomorrow, Today: Leadership Beyond Strategy With Pilar Mendiola Fernandez | Shekhar Natarajan · Listen from 1:07:11
Anthropic's IPO and safety philosophy under discussion
On The Daily, Michael Barbaro reported that Anthropic's IPO, expected the following month, could value the company at up to $2 trillion; Moonshots with Peter Diamandis also covered the offering. On The Builders, Microsoft AI CEO Mustafa Suleyman told Walter Isaacson he respects Anthropic but rejects the idea that loving AI will make it safe, and declined to endorse Peter Thiel's description of the company as a cult, calling for less tribalism. On The Joe Rogan Experience, Rogan argued that Anthropic's use of a code name for destructive book scanning showed it expected public objection.
“Anthropix IPO, expected next month, could value the company at up to $2 trillion”
Michael Barbaro · The Daily: They Protested ICE. Now They’ve Been Convicted of Terrorism. · Listen from 46:52
“The idea that if we love it, it's going to love us, and that's the solution to safety, it just baffles me”
Mustafa Suleyman · The Builders: Mustafa Suleyman: AI Should Serve Humanity, Not Replace It · Listen from 11:58
“Meaning they know that they're doing something that will cause people to fucking freak out and revolt”
Joe Rogan · The Joe Rogan Experience: #2571 - Jimmy Carr · Listen from 2:06:37
Big money in politics, from Musk to Bloomberg
In a second Ezra Klein Show episode, historian Quinn Slobodian argued that Elon Musk's political spending aims to entrench the dependency governments and markets already have on him, and Klein described Musk's entanglement with the state as an unstable equilibrium. Klein added that he also objects to large late donations from Democratic-aligned billionaires such as Michael Bloomberg. Silver, by contrast, argued that money is generally overrated in high-profile races. Frisella said large donations strip ordinary people of a voice and that he will no longer donate to any candidate.
“Well, I think he's trying to entrench the dependency that he already enjoys”
Quinn Slobodian · The Ezra Klein Show: Elon Musk’s Endgame · Listen from 3:21
“I don't love Michael Bloomberg dropping $80 million at the end of the campaign either”
Ezra Klein · The Ezra Klein Show: Elon Musk’s Endgame · Listen from 1:00:30
“That makes the average person have no relevant voice in our own republic”
Andy Frisella · REAL AF with Andy Frisella: 1073. Andy & DJ CTI: Election Controversies, Absentee Ballot Envelopes Mysteriously Shipped To Soros & '60 Minutes' Profile Of Deported Husband · Listen from 38:53
Algorithms and suggestibility
Social media algorithms appeared on four podcasts after none the week before. On the Danny Jones Podcast, Simon Dixon argued that platforms deliberately feed users ideological content to produce the most extreme version of themselves, and Jones said Epstein-related content that was once throttled on YouTube now performs extremely well. On Mayim Bialik's Breakdown, Jonathan Cohen argued that digital consumption makes people more suggestible than they realize.
“I think they're manufacturing the most extreme version of yourself. So they're feeding you content based upon your ideology”
Simon Dixon · Danny Jones Podcast: #443 - Ex-Banker Exposes Who Trump, Elon & Netanyahu Actually Work For | Simon Dixon · Listen from 2:59:09
“Five years ago, if I would put Epstein in a YouTube title- that video would get throttled significantly, likely demonetized”
Danny Jones · Danny Jones Podcast: #443 - Ex-Banker Exposes Who Trump, Elon & Netanyahu Actually Work For | Simon Dixon · Listen from 2:58:52
“The level of susceptibility is actually much higher than we think”
Jonathan Cohen · Mayim Bialik's Breakdown: Part Two: The Alien Invasion Already Happened. JFK, The CIA & Who’s Really Controlling History | Peter Levenda · Listen from 48:34
Relationship advice from Robbins and Anthony
On The Mel Robbins Podcast, Robbins told her daughter Sawyer that sharing household upkeep is a basic adult skill rather than a gender role, and Sawyer Robbins concluded that communication was the common thread in her mother's advice. On Call Her Daddy, La La Anthony said her move to New York marked the start of her marriage's decline and advised that happiness should not revolve only around a relationship.
“participating in the maintenance and the upkeep of the home you live in is not a freaking gender role”
Mel Robbins · The Mel Robbins Podcast: The Best Relationship Advice I’d Give My 27-Year-Old Daughter · Listen from 12:21
“what seems like a really big thread throughout all of your answers, even if you didn't say this, is just that communication wins every single time”
Sawyer Robbins · The Mel Robbins Podcast: The Best Relationship Advice I’d Give My 27-Year-Old Daughter · Listen from 50:04
“So you just gotta figure out your happiness whether you're in a relationship or out and realize that the happiness shouldn't revolve only around the relationship”
La La Anthony · Call Her Daddy: La La Anthony: Life After Professional Athletes (FBF) · Listen from 35:54
Written with AI from the week’s episode records. Quotes are verbatim and checked against the transcripts.