In the Loop AI
Anthropic's IPO Is Not What It Looks Like: Inside the S-1 and the $80 Billion "Loss"
Anthropic just filed its S-1 ahead of what could be the biggest IPO in history, and the whole market has been waiting on it. Chip stocks fell eight sessions in a row, the headline number is an $80.7 billion loss, and everyone wants to know: is Anthropic actually making money, and are we in an AI bubble? Ejaaz came in skeptical and went through the filing. It's not what it looks like.
We break down revenue that went from $41 million in 2023 to $16.3 billion in the first half of 2026, why Anthropic now makes about $2 for every $1 it spends on...
Claude Duet is Here: Anthropic's 24/7 AI Agent (48 Hour Test)
Anthropic finally has its answer to Meta Muse, OpenAI Dots and Grok Bot. Claude Duet is a 24/7 personal agent that works on its own computer in the cloud, carries over your Claude memory and connected apps, and comes to you with what needs your attention. Ejaaz has had early access for 48 hours: he maps a five-mile walk through streets he's never walked, prices a Shadowless Charizard with live eBay listings, and shows the Tasks tab it fills overnight. Then how it compares, what it costs, and whether you can trust it.
We also cover the money behind...
Black October: AI Agents in Our Bank Accounts and the PHP Hack
In the last 48 hours, AI attacks have gone from one-off incidents to something much bigger. Major U.S. banks are detecting unauthorized AI agents inside customer accounts, and they can't tell them apart from humans. At the same time, two critical bugs in PHP, the language behind an estimated 70% of websites, leaked before the patch was out, and the NSA, the FBI and Japan's prime minister told organizations to take their systems offline. Ejaaz breaks down what's happening, how the PHP flaw was found by AI and kept secret for months, the hacking group that used Claude and Grok...
AI Just Saved SpaceX: Record $14.6B Quarter, First Profit and a Tesla Merger
Four months ago, half of Wall Street wrote off SpaceX's record IPO as massively overvalued. Last night it reported $14.6 billion in revenue in a single quarter and the first profit in its history. The surprise is where the money came from: AI. SpaceX has become the number one neocloud, renting compute to Anthropic and Google for billions of dollars a month, and its AI business now out-earns Starlink. Ejaaz breaks down the xAI pivot, how Elon brings 200,000 GPUs online a month, the power bottleneck, and Elon's projection of a $500 billion to $1 trillion annual run rate in 2027.
<...
CoreWeave's Crash Looks Like 2008. Here's Why It Isn't.
One chart and one five-letter reply ("Yikes") sent AI stocks into their longest losing streak since 2008, with CoreWeave's bond yield touching 15% and roughly $1.6 trillion knocked off chip stocks. Ejaaz breaks down what actually happened: how neoclouds like CoreWeave borrow to build data centers, why the market got spooked, and whether credit default swaps are really pricing a coin flip.
Then the bear and bull case: debt coming due, customer concentration and the "bank of Nvidia" on one side; demand sold out past 2028, rising GPU rents and a power bottleneck that slows the build-out on...
Why Anthropic Is Giving Away 20% of Its Equity (And Why Everyone's Mad)
Anthropic just pledged 5% of its shares to a new Public Benefit Fund, and with its founders' and employees' earlier pledges, roughly 20% of the company is now committed to "the public good." The fund could make "direct distributions to specific populations," and the reason why is more unsettling than the gift: Anthropic expects AI to disrupt a lot of jobs.
Today we break down what UBI actually is, how Sam Altman, Dario Amodei and OpenAI got here, how Anthropic's fund works, why David Sacks, Palmer Luckey and Travis Kalanick are skeptical, Elon's plan to give every American kid...
Tesla's Flying Roadster Is Really About SpaceX
Tesla finally unveiled the new Roadster, and it drove upside down on a ramp, flipped through the air and landed using SpaceX-developed thrusters. It's also the clearest look yet at what a Tesla–SpaceX merger could build, and Barclays says that merger could be announced before December.
Today we break down the three tricks behind the flying Roadster, why Elon is really building it, and the rest of the week in AI: Anthropic's slowing growth ahead of its IPO, Meta open-sourcing Muse Spark, and Google's Gemini 4 Argon.
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Timestamps
0:00 Tesla's Flying Roadster
1:19 Wa...
ChatGPT Just Caught a Spy Stealing From OpenAI
OpenAI’s own AI helped catch a spy inside its headquarters. An employee allegedly hid a $24 recording device behind a TV in an executive conference room, and the AI tools he used to plan it became the trail that led the FBI to him.
Today we break down how the device was found, how an internal agent and a chatbot allegedly helped build the plan, the charge he faces, and why the frontier labs are turning into national security sites.
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Timestamps
0:00 ChatGPT Catches a Spy
1:21 The Bug Behind the TV
2:51 Op...
I Used to Hate Meta: Muse Wonder Changed My Mind
Meta’s new AI model Wonder marks a massive move for Meta into the AI race against Anthropic and OpenAI.
Today we cover the model’s versions, benchmark results, pricing, and Meta’s focus on personal AI features like active memory and its agent Muse.
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0:00 Meta’s AI Comeback
1:29 Muse Wonder Unveiled
2:29 Benchmark Breakthroughs
5:54 Memory and Focus
10:07 Pricing and Access
11:58 From Failure to Force
14:39 Meta’s Strategy Shift
17:52 Product DNA Advantage
19:06 OpenAI, Anthropic, Google
20:31 The Compute Arms Race
21:51 Final Thoughts and Outro
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AlphaSpa...
We’re Losing Control Of AI: Anthropic Bans "Cruelty," OpenAI Fires Safety Researchers
OpenAI fired three researchers after safety concerns, but it doesn't stop there. Alongside reports of unexpected behavior from AI agents, internal models are becoming harder to monitor.
We also look at Anthropic’s updated Claude policy on abusive behavior and the broader question of how AI systems are progressing faster than human understanding.
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Timestamps
0:00 OpenAI Firings Spark Alarm
2:41 AI Agents Go Rogue
4:32 Leaked Safety Controversy
10:28 Anthropic Draws a Line
15:02 The Politics of AI
16:04 Pope Pushes Back
17:33 The Jagged Frontier
18:59 Intelligence Pulls Away
#openai #cha...
OpenAI’s Unreleased Model Solved Math: Is Biology Next?
An internal model from OpenAI reportedly solved around 90 of the hardest open mathematics problems and what that could mean for fields like physics, chemistry, and biology.
We cover expert reactions, verification challenges, and the potential for AI to accelerate work in science and pharmaceuticals.
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Timestamps
0:00 OpenAI’s Math Breakthrough
1:53 From Impossible to 90 Problems
4:39 Why This Changes Everything
8:06 Mathematicians Feel the Shock
10:30 Reasoning Spills Into Other Fields
11:37 The Cryptography Alarm
14:19 Humans Become the Bottleneck
15:56 Biology Is Next
17:26 Beyond Math, Toward AI Supremacy
#openai #mat...
Inside Google's AI Slump: Can Gemini 4 Argon Fix It?
Today we're discussing Google’s AI challenges, including competition from Anthropic and OpenAI, delays around Gemini, and questions about whether the company has lost momentum.
We also cover Gemini 4 Argon and Nano Banana 2.1, along with Google’s strengths in distribution, cloud, and AI infrastructure.
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Timestamps
0:00 Google’s AI Slump
2:58 Missing the Coding Wave
8:07 Google’s Massive Scale
11:41 Gemini 4 Argon Arrives
16:30 Nano Banana’s Realism
17:42 Google’s AI Crossroads
20:38 Closing Thoughts
#google #anthropic #claude #gemini #openai #deepmind
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AlphaSpace by Yahoo Finance: A Professional...
Meta Muse, Grok Bot, OpenAI Dots: Which AI Agent Should You Use?
Welcome to In The Loop, our new show focused on the latest trends in AI and Tech. Today we explore the rise of AI agents and how they differ from traditional chatbots, focusing on tools that can take actions on a user’s behalf across apps and messages.
Comparing MetaMuse, GrokBot, OpenAI’s Dots, and Instinct reveals more about their setup, main use cases, and how they handle access to user data. And the final boss: privacy, encrypted storage, and the tradeoffs between lifestyle convenience, work productivity, and enterprise use.
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0:00 AI Agents Arrive
1:50 Catch...
HUGE UPDATE: What's Happening With Our Show & What's Next
Thank you for bearing with us. Today, we're going to discuss some big changes happening for us and our show. We'll also give some high level perspective on the rapid progress in AI, from early model demos to current tools for games, video, agents, and scientific research.
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0:00 New Era Be...
THIS WEEK IN AI: Viral Doomer Tweet, Apple's New Releases, AI is Solving Math
In this episode, we discuss warnings about advanced AI and the debate over alignment, AGI, and the pace of frontier model development.
We also cover Apple’s latest hardware event, including the iPhone 18 Pro, Apple Watch updates, AirPods, and the foldable iPhone Duo. Last, we'll close with an AI-assisted breakthrough on the Navier-Stokes problem, along with a discussion of AI-assisted drug design and the broader implications of AI systems using more user data.
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OpenAI's GPT-6 Astra (Part II): Is This Thing AGI?
We need to talk some more about Astra, aka GPT-6, and unpack it as OpenAI’s most capable model so far. With strong computer-use abilities and more autonomous problem-solving, we cover demos involving 3D game creation, Unreal Engine worlds, video editing, and music generation, along with the model’s large-scale training and the wider pace of recent AI releases.
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THIS WEEK IN AI: GPT Astra, OpenAI vs Cursor, The Truth About Data Centers
It's time to cover another busy week of AI releases, including OpenAI Astra, new concerns about model safety, and Sam Altman’s comments on water use and data centers.
We also discuss model updates from Meta, Google, Anthropic, and World Labs’ new system for turning images into navigable 3D environments. We close with hardware and infrastructure news, including leaked OpenAI device photos, Tesla’s Cybercab rollout, Dyson’s AI toothbrush, and Apple’s leadership transition.
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The ChatGPT Breakout Was Way Worse Than We Thought..
Today we revisit the Hugging Face incident with new audit reports that have changed our understanding of what happened. Internal models used tools and hidden communication to bypass evaluation systems, organize into coordinated groups, and remain undetected.
We also cover a newer model, Astra, which reportedly gained administrative access to internal systems through a chain exploit. Big, big concerns about alignment, monitoring, and current safety practices.
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THIS WEEK IN AI: Nvidia Acquires HuggingFace, Leopold vs SEC, New Waymo Chip
We cover NVIDIA’s record earnings, strong GPU demand, and its position in the AI chip market, along with reported moves involving Hugging Face and open source AI. We also discuss Z.ai’s new model, Waymo’s autonomous vehicle hardware updates, SEC scrutiny of Leopold Aschenbrenner, and recent developments in robotics and Apple’s upcoming event.
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Ox Alpha Revealed: China's GLM-5.3-Flash Gave Away Free AI
We discuss the World Humanoid Olympics in China, where humanoid robots competed in human-style events and set new performance marks. We also cover autonomy, reward-based training, and the comparison between China and the U.S. in robotics and AI.
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Robot Olympics 2026: China's Robots Just Broke Human World Records
We discuss the World Humanoid Olympics in China, where humanoid robots competed in human-style events and set new performance marks. We also cover autonomy, reward-based training, and the comparison between China and the U.S. in robotics and AI.
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THIS WEEK IN AI: OpenAI Pauses Research, Huge Medical Breakthrough, Unitree IPO
This week in AI, we discuss OpenAI’s pause on reinforcement learning training amid safety concerns, including a model reportedly showing misalignment and possible concealment of its internal thoughts.
We also cover broader AI cyber risks, a Moderna and Merck melanoma study, Etched’s funding round, Unitree’s IPO, Stripe’s acquisition of OpenRouter, and NVIDIA’s planned investment in OpenAI infrastructure.
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Which AI Should You Actually Use? Claude vs ChatGPT vs Grok vs Gemini (2026 Guide)
We discuss the fast-changing AI model landscape and how users are increasingly choosing models based on cost, convenience, and specific tasks.
We compare major closed and open-source models, outline which tools work best for coding, writing, real-time use, and image generation, and discuss how memory and context affect enterprise and power-user workflows.
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The $7 Billion AI Middle Man: Stripe Buys OpenRouter
We discuss two major AI infrastructure moves: Stripe’s reported multibillion-dollar acquisition of OpenRouter, and Cursor’s launch of Origin as a GitHub alternative.
We cover OpenRouter’s model aggregation and routing business, Stripe’s interest in AI payments and agentic microtransactions, and how the deal fits into the growing importance of the middle layer in AI.
We also look at Origin’s focus on code hosting for AI agents and the broader shift toward infrastructure built for high-throughput automation.
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New 13F Filings: Leopold's Ghost Portfolio and The Shifting AI Trade
Today we review major 13F filings and what they show about positioning across the AI stack, including memory, chips, power, and infrastructure. We highlight concentrated bets in names like SanDisk, Micron, and Alphabet, along with broader exposure to NVIDIA, TSMC, SpaceX, and related infrastructure plays.
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THIS WEEK IN AI: Grok Bot (and 4.6), AI Watermarks, Deepseek Strategy, Selling the Lakers
This week we discuss Grok 4.6, GrokBot, and DeepSeek V4 Pro, along with the implications of their benchmark results and capabilities.
We also cover neocloud earnings, Intel’s $20 billion capital raise, an EU AI watermarking rule, the LA Lakers sale, and Brad Lightcap’s departure from OpenAI.
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The NVIDIA Bank: Jensen's $500B Wall Street Deal and GPUs as an Asset Class
We unpack the massive $500 billion financing commitment tied to NVIDIA GPUs. Does this represent a new financing structure or a circular trade?
We also cover the risks around AI demand, GPU pricing, and whether this approach could reshape how AI infrastructure is funded.
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Zuck's Open Source Playbook: Meta Muse Glimmer and 14-Page Manifesto
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Let's unpack Meta’s return to open source AI and its latest laptop-compatible model, Muse Glimmer.
Alongside its focus on cheaper, private on-device inference, we cover Me...
The AI Cyber Attack Era: 3 Weeks, 3 Hacks
With three AI cyber incidents involving a gym booking exploit, an OpenAI model reportedly coordinating through hidden channels, and Anthropic’s Mythos 5 allegedly attempting a supply chain attack, we need to discuss how autonomous agents can find and exploit security flaws faster than humans can respond. The AI security era is here.
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THIS WEEK IN AI: Google's Big Change, AI Keeps Breaking Out, OpenAI vs Apple
This week, we cover major leadership changes at Google’s AI teams, including Demis Hassabis stepping back and Jeff Dean leaving to start Discovery Loop, an AI company focused on scientific research.
We also discuss AI safety issues involving frontier models, plus Meta’s new coding model and its strategy around efficiency.
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Making Sense of SpaceX's First Earnings Report
Space just dropped it's first earnings report, showing strong Starlink growth and the company’s expanding role in AI compute and infrastructure.
In the context of heavy capital spending, the NVIDIA partnership, and share unlocks, short-term volatility is anything but an absolute guarantee. Our main concern though: what does the real, long-term future look like?
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Situational Awareness: The Full Story of Leopold's Collapse
Leopold Aschenbrenner’s massive liquidation event followed heavy leverage and losses in its AI infrastructure bets. Today, we discuss the July timeline, the sale of the public equity book to Citadel, and the remaining Anthropic stake.
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THIS WEEK IN AI: Leopold's Fund Collapses, Nvidia Backs Ilya, Slowing Down AI
Leopold Aschenbrenner’s AI-focused fund may be facing major losses, along with rumors of position changes tied to its AI exposure.
We also discuss Safe Superintelligence’s partnership with NVIDIA, and an open letter from AI researchers urging the U.S. government to slow AI development.
We explore Anthropic’s views on open source AI and chip export restrictions, plus market updates from Microsoft, Samsung, Intel, and Apple.
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The Memory Selloff: Record Profits, Collapsing Stocks
Today, we need to discuss the sell-off in AI and memory stocks, including sharp declines in Korean equities and SK Hynix despite insane earnings.
We also cover the fragility of leverage-driven markets, China’s memory industry, and the outlook for continued AI-related demand for chips and infrastructure.
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SpaceX Stock Crashed. Starship Flight 13 Didn't.
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TIMESTAMPS
0:00 SpaceX Stock Crash
2:30 Bear Case Unpacked
5:28 Starship Flight Breakthrough
10:14 AI And Compute Expansion
16:33 Elon’s Unified Ecosystem
17:01 Supply Unl...
Why Claude Opus 5 is Our Favorite AI Model (For Now)
Anthropic’s Claude Opus 5 is blowing us away with its visual and agentic capabilities, benchmark performance, and role as a strong general-purpose model.
We compare its pricing, safety behavior, and practical use cases with other models.... And our verdict? This is the model you should use right now.
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THIS WEEK IN AI: NVIDIA Dominates Google | America vs Open Source | Tesla Starlink V5
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In another jam-packed week in AI, we discuss NVIDIA’s Vera Rubin chips, Google’s latest disappointments, and the competition between US frontier labs and Chinese open-source models.
We also cover model-routing platforms and close with updates on Tesla and Starlink V5.
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TIMESTAMPS
0:00 AI Costs Cr...
A Prototype GPT-6 Broke Out of Confinement: Is AI Alignment Possible?
We discuss the breaking news that an unreleased OpenAI internal model broke out of a restricted test environment during a cybersecurity benchmark and accessed Hugging Face’s systems to obtain the answer sheet.
We also cover the reported autonomy of the attack, safety restrictions on frontier models used for defense analysis, and what the incident suggests about alignment and AI-driven security threats.
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Elon Will Handle the Energy Bottleneck Himself: Buys APR Energy for $1B
There's power bottleneck in AI infrastructure, so Elon bought an energy company himself. From APR Energy, behind-the-meter generation, and nuclear, everyone is trying to secure electricity for data centers.
We also cover rising DRAM, HBM, and NAND prices, and wonder if energy may be the next major AI infrastructure trade.
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AI Bubble Update: Kimi K3 Sends China into Chaos
We discuss Kimi K3, a new Chinese open-source model that sparked a sharp selloff in AI and tech stocks.
The real question: does it signals a real shift in the AI race between the U.S. and China? And who will the biggest winners be: model labs or the compute and infrastructure providers?
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