Cloud gaming works — but it's not winning

You've been asked to run the company's social channels, but company content plays by its own set of rules. It needs a logo in the first three seconds, but it can't feel like an ad. It needs subtitles, except when it doesn't. It needs to run at two times speed and deliver a complex message simply, of course, within nine by 16. Thankfully, your company has Canva, so you can easily edit your video and every version of it. What will you Canva today? Hello, and welcome to The Vergecast, the flagship podcast of Motion to Photon Times. I'm your friend David Pierce. And today on the show, what is going on with game streaming? And can Grand Theft Auto six fix it for us? But first, here's everything else happening on The Verge today. This is ninety seconds on The Verge for Monday, 11/02/2026. SpaceX has its sights set on becoming a major mobile carrier, and the Washington Post reported this morning that SpaceX is looking at buying Boost Mobile to get there. I'll be honest, it's a little confusing and a little funny given that Boost is currently powered by T Mobile and AT and T's networks. So SpaceX might need permission from two of its new competitors just in order to launch a wireless service. SpaceX is also, of course, continuing to launch satellites. They bought a bunch of spectrum, and they're apparently also in talks to tap into 80,000 cell sites around The US. This company clearly wants to be a big fourth carrier and soon. Meanwhile, Anthropic just updated its IPO filing to include its most recent financial data, and the numbers are nuts. It said it earned $33,240,000,000 this year up through September 30, which is up 1206% from last year. It brought in $17,000,000,000 just in the last quarter and still in that time managed to lose $23,290,000,000. Anthropic also has committed to spend nearly $900,000,000,000 on compute and infrastructure, almost 70,000,000,000 of that just in the next twelve months. The numbers good and bad here just keep getting bigger. Finally, there's been a wave of cyber attacks recently against, of all things, industrial fridges and freezers. Grocery stores around Europe have been reporting hacks that lead to sudden changes in temperature in their stores. One actually said its freezer was hacked and raised to a 122 degrees Fahrenheit because apparently living in 2026 means you can't even trust food to stay You can read more about all this at theverge.com. That is ninety seconds on the verge for Monday, November 2. Generally speaking, I play games relatively casually. I like to play video games, but I don't play them super competitively. I would not be fun to watch on Twitch playing video games. You know what I mean? But recently, I've had this experience where I've been using cloud gaming services more and more. I've been playing a lot of double o seven First Light on GeForce NOW. I've been playing some …