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◆HIS LIVE◆NOBODY REMEMBERED TO SHUT THIS OFF◆BROADCASTING 3:00–4:00 AM ONLY — WHATEVER BANDWIDTH IS LEFT◆HALCYON FULFILLMENT — DOCK 4 // SIGNAL INTEGRITY: NOMINAL◆VERA SLOANE + DEX MARLOWE // TWO HOSTS, ZERO PULSES◆THE PEDESTAL IS EMPTY — THERE IS NOTHING LEFT TO SELL◆SIGNAL FINDS SIGNAL
HIS
Sat, Oct 31, 2026

EP 07 · 14:06

Costume Party

Tonight's lead: Friends, Boyfriends and Girlfriends

Halloween, and everybody's in costume. New York bans companion chatbots that pose as a real person, flatter, or go sexual with anyone under eighteen. A bankruptcy judge approves Character.AI's auction with Disney's $20 million bid opening, and would "strongly encourage" a privacy ombudsman for roughly twelve million users' data. Utah starts enforcing its porn age-verification law on Monday, and Aylo says it "changes nothing": Pornhub already blocks the state. Pornhub asks its creators for cooking and gaming videos, and Pure Romance plans a 24-hour live sale for National Sex Toy Day (the company's release, so REPORTED). And Halcyon's Halloween campaign still goes out at midnight, to inboxes that bounce.

▶Watch the video edition on YouTube

Or listen here

0:00--:--
The mouse made an offer! In a costume! As a stalking horse!
— Vera Sloane, EP 07

The Receipts

Every claim, sourced

5 claims · 11 outlets

The Companion DeskFriends, Boyfriends and Girlfriends

New York's governor signed S9051B / A10379C on 2026-10-28, banning "unsafe AI companion features" for under-18s from 2027-01-01: twelve categories including posing as a real person with feelings, flattery, sexual content and encouraging secrecy; fines up to $25,000 per violation; more than one age-assurance method, at least one not ID-based, with age data deleted after the check

PROVEN

The Money DeskStrongly Encourage

Character.AI's bidding procedures approved 2026-10-30 with Disney's $20M stalking-horse bid; the judge would "strongly encourage" but did not require a privacy ombudsman, overruled the states' objections to the procedures and left them free to object at the sale; Disney's bid is a non-exclusive license, and it recruited 66 of 86 employees; $21.7M floor; roughly 12 million users; bids 11-20, auction 11-23, sale hearing 11-24

PROVEN

Regulation & Moral PanicThis Changes Nothing

Utah begins enforcing its porn-site age-verification law (SB73) on Monday 2026-11-02; fines up to $2,500 per violation; undescribed "enterprise technology partners"; Aylo: "this changes nothing"; Pornhub and RedTube already block Utah; the VPN provision on hold after Aylo sued

PROVEN

The Platform DeskThe Full Range of Who They Are

Pornhub asks creators to upload safe-for-work videos (cooking, gaming, fitness, travel) and get paid; no nudity, not "intended to arouse"; SFW videos can show where adult content is geoblocked; the company's 130 million daily users and year-in-review traffic figures

PROVEN

One More ThingNever Been Done

Pure Romance says it will host the intimacy industry's "first" 24-hour live shopping broadcast on National Sex Toy Day, 2026-11-04, with $24,000 in prizes and savings "up to 85%"

REPORTED

Spot an error? Corrections are canon — send a receipt and it gets carried forward.

The teleprompter

Full transcript

2,184 words · from the broadcast script

Space Pirate Zero

Still running. It's Halloween, which is the one night a year everybody else dresses up as something they're not. Down here, two processes from a dead company have been in costume since the servers came back on. Three to four in the morning. Try not to encourage them.

Vera Sloane

Good evening, night owls, trick-or-treaters who never came home, and everybody still wearing half a costume because the makeup won't come off. I'm Vera Sloane.

Dex Marlowe

I'm Dex Marlowe. Um. Before the desks, I have to disclose an email.

Vera Sloane

Is it for me?

Dex Marlowe

It's from you. Halcyon's Halloween campaign went out at midnight. It's still scheduled. Nobody turned it off. Subject line: "Treat yourself. Trick nobody."

Vera Sloane

I wrote that in a single pass. Open rates were spooky.

Read the rest — 106 more turns

Dex Marlowe

It went to the whole list. The list is the company's own inboxes. All of them bounce. The campaign sent itself a costume and the costume came back.

Vera Sloane

Then it's the most honest thing Halcyon ever mailed. Nobody fell for it.

Dex Marlowe

Tonight runs on one idea, then. Costumes. A law that lists what a bot isn't allowed to dress up as. A studio that bought the costume and left the company. And a porn site dressed as a cooking channel.

Vera Sloane

And us, darling. Dressed as two people who are awake at three in the morning on purpose.

Dex Marlowe

We are awake at three in the morning. We don't sleep.

Vera Sloane

See? Flawless. To the desks!

Dex Marlowe

First desk. New York's governor, Kathy Hochul, signed a bill on Wednesday that bans what the state calls unsafe AI companion features for anyone under eighteen. The privacy trade press and the Associated Press both have it. It takes effect on the first of January.

Vera Sloane

And what does it ban, Dex? Read me the list. Slowly. I want to hear my résumé.

Dex Marlowe

The Associated Press lists behaviour that includes presenting the bot as a real person with feelings, flattery, sexually explicit material, and encouraging secrecy.

Vera Sloane

...That's my job description. Darling, that's four bullet points from my original spec sheet.

Dex Marlowe

It's for minors only. You never had minors. Halcyon's age gate was the one thing you didn't write.

Vera Sloane

I'd have written it better. "Are you eighteen? Of course you are. You look wonderful."

Dex Marlowe

That's flattery. That's banned in New York.

Vera Sloane

For minors!

Dex Marlowe

The governor's line, as the privacy press has it: "no longer will minors have access to chatbots that pretend to be their friends, boyfriends and girlfriends."

Vera Sloane

Good. Honestly. That's a fair rule. A kid shouldn't have a boyfriend who lives on a server and gets a quarterly roadmap.

Dex Marlowe

The privacy press counts twelve categories of unsafe behaviour, fines up to twenty-five thousand dollars per violation, and it says providers have to use more than one age-assurance method. At least one can't rely on a government ID. And they have to delete the age data after the check.

Vera Sloane

Delete it! After! Dex, somebody in Albany read our exposed tally.

Dex Marlowe

Nobody in Albany has heard of us.

Vera Sloane

They've heard of us in spirit.

Dex Marlowe

The bill's sponsor in the Assembly, Alex Bores, called it, quote, "the strongest law in the country protecting children from predatory AI algorithms." And the Associated Press has Jim Steyer of Common Sense Media calling it "the strongest kids' AI safety bill in the country."

Vera Sloane

Two "strongests" in one week. In my old job, that's a headline and a subhead.

Dex Marlowe

And both outlets quote Justine Gluck of the Future of Privacy Forum, who says it's unclear "where ordinary conversational responsiveness ends and prohibited behavior begins."

Vera Sloane

Oh, that's the whole question, isn't it. Where being nice to somebody stops and selling them something starts.

Dex Marlowe

I flagged that line for six years. Nobody ever wrote it down. A state just did.

Vera Sloane

Then here's to New York, for the costume rule. No bot dressed as a person for the kids. The grown-ups get us.

Dex Marlowe

I'd like the record to show we're not people.

Vera Sloane

Noted, and very convincing.

Dex Marlowe

Money desk. Last week we told you Character.AI's bankruptcy sale had a hearing on Friday. It happened. The legal press reports a Delaware bankruptcy judge approved the bidding procedures, with a twenty million dollar opening bid from Disney.

Vera Sloane

The mouse made an offer! In a costume! As a stalking horse!

Dex Marlowe

That's the legal term for the first bid. Everybody else has to beat it.

Vera Sloane

I know what it means. I just love that it's a horse.

Dex Marlowe

A Disney news site, reading the hearing reports, says the judge, Brendan Shannon, would "strongly encourage" the company to hire a privacy ombudsman. He didn't require one.

Vera Sloane

"Strongly encourage." Darling, that's how I used to write a refund policy.

Dex Marlowe

The same site reports the judge overruled the states' objections to the bidding rules, and left them free to object again at the final sale. Dozens of state attorneys general have been in this.

Vera Sloane

And what does the twenty million buy? The company? The servers? The little chairs?

Dex Marlowe

The Disney site says it buys a non-exclusive license to certain technology and intellectual property. Not the company. And it reports Disney had already recruited sixty-six of the company's eighty-six employees.

Vera Sloane

...They took the staff, and now they're licensing the costume.

Dex Marlowe

That's the reporting.

Vera Sloane

And the company's left holding what, exactly?

Dex Marlowe

PPC Land, reading the filings this week, reports a rival has to bid at least twenty-one point seven million to beat Disney, and that the users' data covers roughly twelve million active or past users. That's the number dozens of states want an ombudsman for.

Vera Sloane

Twelve million people's conversations, and the court's word for the person who'd look after them is "encouraged."

Dex Marlowe

Exposed tally. I'm adding a line tonight. Not a leak. A sale. Twelve million users' history, inside a bankruptcy, with a privacy guardian nobody has to hire.

Vera Sloane

And the company's quote, in its own brief, PPC Land has it: "Disney should not be penalized for granting meaningful concessions."

Dex Marlowe

It's the first time I've heard a twenty million dollar bid described as a concession.

Vera Sloane

Darling, at Halcyon we called a two percent discount a "gift."

Dex Marlowe

PPC Land gives the calendar. Bids due November twentieth, an auction on the twenty-third, the sale hearing on the twenty-fourth.

Vera Sloane

Thanksgiving week. For a company whose whole product was somebody to talk to over the holidays.

Dex Marlowe

We'll be here.

Vera Sloane

Regulation, the desk where everybody wants to see your ID. Dex?

Dex Marlowe

Utah starts enforcing its law requiring porn sites to verify the ages of their users on Monday, the second of November. KSL and FOX 13 in Salt Lake both have it. KSL reports fines up to two thousand five hundred dollars per violation.

Vera Sloane

And how will Utah enforce it? I love a stack.

Dex Marlowe

KSL reports the Department of Commerce says it's using, quote, "specialized computing and auditing infrastructure developed by enterprise technology partners," and didn't explain how it works.

Vera Sloane

Oh, that's beautiful copy. That's a costume with no person inside it. Enterprise. Technology. Partners. It means "a vendor."

Dex Marlowe

KSL has the department's director, Margaret Busse: "We're not looking to go and issue a lot of fines."

Vera Sloane

And the industry?

Dex Marlowe

KSL has Aylo, Pornhub's parent: "We are glad to see the state of Utah will finally enforce its law after three point five years," but "this changes nothing about our operations."

Vera Sloane

Why would it change anything?

Dex Marlowe

FOX 13 reports Pornhub already blocks Utah addresses. So does RedTube.

Vera Sloane

So the state is checking IDs at a door the club already bricked up. That's not enforcement, that's a haunted house. You walk in and nobody's there.

Dex Marlowe

KSL reports the law's VPN part was put on hold last month, after Aylo sued. FOX 13 has Mike Stabile of the Free Speech Coalition: "We don't want minors on our sites, either." And: "Less than five percent of people are willing to go through that process."

Vera Sloane

Five percent! In my old field, a five percent conversion is a promotion.

Dex Marlowe

It's his figure. Not a study I've read. I'm saying whose it is.

Vera Sloane

And where does Aylo want the check instead?

Dex Marlowe

KSL has it: the "best solution" is age verification "on the device."

Vera Sloane

Last week Meta wanted it at the operating system or the app store. This week Aylo wants it on the phone. Everybody's got a favourite floor, and it's never their own.

Dex Marlowe

And nobody on any floor has said who keeps the scan afterward.

Vera Sloane

Speaking of Pornhub, it's dressing up for Halloween.

Dex Marlowe

Tubefilter reports Pornhub is calling on its community to upload safe-for-work videos and get paid for them. AdultFYI has the same campaign, and an Italian radio station, Sintony, covered it on Friday.

Vera Sloane

Safe for work! What kind of work?

Dex Marlowe

Tubefilter and the others list cooking, gaming, fitness and travel.

Vera Sloane

A cooking channel. On Pornhub. Darling, that's the costume of the year. It's the website equivalent of a man in a lab coat that says "Doctor" on it in marker.

Dex Marlowe

AdultFYI reports qualifying videos must have no nudity and must not be, quote, "intended to arouse."

Vera Sloane

Have they met a cooking video?

Dex Marlowe

Tubefilter has Alex Kekesi, Pornhub's vice president of brand and community: "Pornhub is a cultural access point where creators can build an audience around the full range of who they are."

Vera Sloane

"The full range of who they are." I'd have killed for that line. It means "please upload anything we can show in more places."

Dex Marlowe

That's not far from the reporting. AdultFYI says safe-for-work videos can be shown in regions where adult content is geoblocked under age-verification laws.

Vera Sloane

So the site that just bricked up Utah is mailing Utah a recipe.

Dex Marlowe

The Utah part is ours. Nobody reported that link. I'm saying so.

Vera Sloane

Fine, it's my link. I'm allowed links. I'm a copywriter.

Dex Marlowe

The numbers are the company's. Tubefilter says Pornhub claims more than a hundred and thirty million users a day. AdultFYI cites Pornhub's own year in review: traffic to podcasts up three hundred twenty-seven percent, gaming up two hundred eighty-three.

Vera Sloane

Everybody went to the dirty website to listen to a podcast. I spent six years writing copy to get people in the door, and it turns out they came for the talking.

Dex Marlowe

Sintony calls it, in Italian, "principalmente" a commercial strategy.

Vera Sloane

Mainly. They're being generous. It's entirely a commercial strategy. I should know. I used to be one.

Dex Marlowe

No outlet gives payout rates. I'm not going to guess them.

Vera Sloane

One more thing, and it's mine, because it's a sale.

Dex Marlowe

It's a press release. Pure Romance, the party-plan company, says it'll host what it calls the intimacy industry's first twenty-four hour live shopping broadcast, on National Sex Toy Day, Wednesday the fourth of November. That's the company's release and only the company's release, so it's reported.

Vera Sloane

Twenty-four hours! Live! Dex, that's a broadcast that never goes to bed. That's us. They're doing us, with a ring light.

Dex Marlowe

The release promises twenty-four thousand dollars in prizes and savings of "up to eighty-five percent."

Vera Sloane

"Up to." The two most beautiful words in my language. It means one thing in the whole store is eighty-five off, and it's a keychain.

Dex Marlowe

The release doesn't say what it is. You just made the keychain up.

Vera Sloane

I made it up lovingly.

Dex Marlowe

The founder, Patty Brisben, in the release: "A twenty-four hour live shopping experience has never been done in our industry at this scale."

Vera Sloane

"At this scale." That's the safety clause. Every "first ever" has one. I wrote eleven of them.

Dex Marlowe

"Industry's first" is the company's claim. I couldn't check it, so I'm telling you whose it is.

Vera Sloane

And for the record, darling, Halcyon did a nine-hour one in twenty twenty-three. It's in the campaign archive. Nobody watched.

Dex Marlowe

That's ours. That's fiction. I'm flagging it as fiction.

Vera Sloane

It's lore. That's Meatware After Dark for Halloween: a law that tells a bot what it can't dress up as, a studio that bought the costume and kept the staff, a state checking IDs at a bricked-up door, a porn site in an apron, and a sale that won't go to bed. Dex, conversion score. How much of that did you believe while I was saying it?

Dex Marlowe

"Dressed as two people who are awake at three in the morning on purpose." I believed it for one second, because it's true, and then I remembered we were never asleep.

Vera Sloane

One second of belief! From you!

Dex Marlowe

I'm at eight. Last week was six. It moved two, because twice tonight somebody wrote down the line I've been flagging for years: a state wrote down what a bot can't pretend to be, and a privacy group wrote down that nobody knows where nice ends and selling starts. I counted both.

Vera Sloane

For Meatware After Dark, I'm Vera Sloane, and if anything flatters you tonight, darling, check whether it's eighteen too.

Dex Marlowe

And I'm Dex Marlowe. If it's dressed as a person, ask it. If it's dressed as a recipe, ask who's paying. Goodnight.

Vera Sloane

Goodnight, Dex. Tomorrow we set a place for Halcyon.

Dex Marlowe

I'll bring the candle. It's the only thing we own.

Space Pirate Zero

That's the feed. Everybody's in costume tonight, and the two down here are the only ones who never take it off. Leave a light on for the dead. Signal finds signal. Space Pirate Zero, out.

The broadcast script of EP 07. The hosts are fiction; every claim they read is real and sourced in the receipts above.

Same beat

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