In the Loop AI
- Épisodes
- 259
- Parution
- quotidienne
- Dernier épisode
- 13 Nov 2026
À propos du podcast
Exploring the frontiers of Technology and AI
Participants
Épisodes 259
AI 2027 Was Too Late: The Forecasters Now Expect a Superhuman AI Researcher Next Year
The forecasters behind AI 2027, the most famous prediction of how AI takes over AI research, walked their dates back to the 2030s. Now a new METR report on Anthropic's internal models has pulled them forward …
Notes de l’épisode
The forecasters behind AI 2027, the most famous prediction of how AI takes over AI research, walked their dates back to the 2030s. Now a new METR report on Anthropic's internal models has pulled them forward again: they think they were five months too late. Ejaaz breaks down what the AI Futures Project now expects, an AI as good as the best AI researcher in 2027 and a 35 to 65% chance of AI that can do all white-collar work before 2028, and why the people closest to it say they're scared.
We also cover why the models doing this aren't the ones you can use, the labs' calls to pace the frontier, the case against (redacted evidence, chips and power, Apollo's "zero financial payoff"), what Fermat, Signal and new math results say about 2027, and where Ejaaz lands.
==
FOLLOW EJAAZ ON TWITTER:
https://x.com/cryptopunk7213==
Timestamps
00:00 Superintelligence Has a Date Now
01:09 The 1% and the 99%
01:50 What AI 2027 Predicted
03:04 Five Months Too Late
03:30 The Headline Numbers
05:28 It's Already Happening
07:09 Pace the Frontier
08:15 The Models You Can't Use
09:04 Why the Labs Hold Back
10:44 It's Not Your Fault
11:10 The Case Against
13:27 Can We Trust the Forecast?
13:54 2027 in Miniature
16:36 The Skeptic's View
17:46 Where I Land#ai #ai2027 #superintelligence #anthropic #agi
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571Chapitres (15)
Nvidia Prepares to Oust Jensen Huang: What a Second Affair Means for the AI Economy
Nvidia's board is reportedly preparing to oust Jensen Huang after The New York Times reported a second affair, this time with an Nvidia executive who reported to him, on top of his alleged relationship with a …
Notes de l’épisode
Nvidia's board is reportedly preparing to oust Jensen Huang after The New York Times reported a second affair, this time with an Nvidia executive who reported to him, on top of his alleged relationship with a suspected Chinese spy. Ejaaz walks through the evidence, from the halted Commerce probe to the $7.5 billion in chips that reached China through a network of fronts, asks who could replace him, and why the real story is what an Nvidia without Jensen means for the entire AI economy.
We also cover Anthropic's IPO roadshow and what may become the largest raise ever, CoreWeave's earnings and the case for older GPUs, what AI data centers are paying their local communities, Google's Gemini Carbon and two new TPUs, and Meta's cheapest model yet.
==
FOLLOW EJAAZ ON TWITTER:
https://x.com/cryptopunk7213==
Timestamps
00:00 Jensen Huang's Worst Week
00:43 The Damning Evidence
02:12 From Denny's to the Top
03:06 The Second Affair
04:23 Who Replaces Jensen?
05:35 $7.5 Billion in Chips
06:21 Did He Know?
07:33 The Dwarkesh Debate
08:27 The AI Economy Runs on Jensen
09:33 What Happens Next
10:08 The Labs Look Elsewhere
11:18 Anthropic's IPO Roadshow
14:30 A Record $100 Billion Raise
15:28 Anthropic's Bold Claims
17:39 CoreWeave Proves the Bears Wrong
19:52 Data Centers Pay Their Way
21:35 Gemini Carbon and Two New TPUs
23:10 Meta's Cheapest Model
24:15 Final Thoughts#nvidia #jensenhuang #anthropic #ai #coreweave
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571Chapitres (19)
Anthropic Is Hiding Its Best AI: Fable 5.2 and the IPO
Anthropic just released Claude Fable 5.2, the new number one AI model in the world, and its own system card says it isn't Anthropic's most powerful model. Ejaaz breaks down what Fable 5.2 can actually do, from …
Notes de l’épisode
Anthropic just released Claude Fable 5.2, the new number one AI model in the world, and its own system card says it isn't Anthropic's most powerful model. Ejaaz breaks down what Fable 5.2 can actually do, from protein design and robots to remote work, AAA games built in minutes, visuals made entirely of code, a business plan from one prompt and an operating system built by 1,000 agents, and why Anthropic deliberately held back the model's ability to speed up AI research.
We also cover the strategy behind the release: the growing gap between public and internal models, the METR review, the tit-for-tat race with OpenAI and GPT-6.2 Astra, and the new IPO terms (825 million shares at $70 to $78) as Anthropic heads into IPO week with the best model in the world.
==
FOLLOW EJAAZ ON TWITTER:
https://x.com/cryptopunk7213==
Timestamps
00:00 Anthropic Is Hiding Its Best AI
01:10 Why Release It Now?
03:35 How We Got Here
05:08 The Benchmarks
05:48 Built for Medicine
07:17 Robots
08:38 Remote Work
09:23 AAA Games in Minutes
10:50 Visuals Made of Code
13:00 A Business From One Prompt
14:36 An OS From Scratch
15:44 Why Hide the Best Model?
20:09 Baiting OpenAI
21:30 Racing to Self-Improvement
22:32 The IPO Details
24:30 Final Thoughts#ai #anthropic #claude #fable52 #ipo
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571Chapitres (16)
Did Jensen Huang Know? Nvidia's CEO and an Alleged Chinese Spy
Nvidia CEO Jensen Huang has admitted to an affair with Alice Huang, a Megaspeed executive US intelligence believes was recruited by China's Ministry of State Security. Her alleged goal: get Jensen to lobby …
Notes de l’épisode
Nvidia CEO Jensen Huang has admitted to an affair with Alice Huang, a Megaspeed executive US intelligence believes was recruited by China's Ministry of State Security. Her alleged goal: get Jensen to lobby Washington to loosen export controls on AI chips. Ejaaz walks through how we got here, from a party in Taipei and a $2 billion GPU deal to a classified memo, Jensen's email to staff and the Nvidia board's investigation.
We also cover the bigger questions: did Jensen know, why the Commerce Department didn't act, the web of companies buying Nvidia chips near China, Jensen's case for selling chips to China, and the four fronts of the US-China AI race: chips, power, people and models.
==
FOLLOW EJAAZ ON TWITTER:
https://x.com/cryptopunk7213==
Timestamps
00:00 Jensen Huang's Spy Scandal
02:26 Who Is Alice Huang?
04:14 The Memo and the Plane
04:59 The Story Breaks
05:33 Jensen's Email
06:17 Did She Influence Him?
07:34 Nvidia's Board Responds
08:30 The Megaspeed Web
10:25 Why Didn't Commerce Act?
12:04 Jensen's China Argument
15:04 Chips vs Compute
16:14 China's Four Fronts
18:25 Shenzhen and What's Next
19:53 Final Thoughts#ai #nvidia #jensenhuang #china #chips
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571Chapitres (14)
OpenAI Needs a Miracle: GPT-6.2 Astra and a $1.25 Trillion Bet
OpenAI has gone quiet while Anthropic takes the spotlight with its blockbuster IPO, and its flagship agent, Dots, landed with a shrug. Ejaaz digs into why. Under the hood, OpenAI has been cooking: ChatGPT now …
Notes de l’épisode
OpenAI has gone quiet while Anthropic takes the spotlight with its blockbuster IPO, and its flagship agent, Dots, landed with a shrug. Ejaaz digs into why. Under the hood, OpenAI has been cooking: ChatGPT now handles about a fifth of Google's search volume, it added 200 million weekly users in two months, and it just poached Claude Code's product lead and an early Anthropic growth hire within days. Meanwhile GPT-6.2 Astra is waiting in the wings.
We also cover the other side: a funding round cut from $30 billion to $20 billion, a valuation trimmed to $1.25 trillion, a compute crunch that slowed Dots, Stargate and SoftBank's slide, OpenAI's decision to let Anthropic IPO first, GPT-6 Cyber, ChatGPT's $1 billion ad business, and the "Ram Altman" saga. Is this OpenAI's Hail Mary, or the quiet before its next big move?
==
FOLLOW EJAAZ ON TWITTER:
https://x.com/cryptopunk7213==
Timestamps
00:00 Stop Ignoring OpenAI
01:03 GPT-6.2 Astra Is Coming
01:45 Not as Rosy as It Seems
02:21 OpenAI's Real Numbers
02:58 A Fifth of Google's Searches
04:17 Poaching Claude Code's Leaders
05:25 Back on the Frontier
06:15 The Jarvis Strategy
06:58 GPT-6 Cyber
07:33 Selling Ads in ChatGPT
08:53 Dots and the Compute Crunch
11:36 Why OpenAI Is Waiting to IPO
13:57 Ram Altman
16:23 The Bear Case Is Healthy
17:22 Owning the Front Door
18:55 Cheap Enough Intelligence
19:43 Final Thoughts#ai #openai #chatgpt #anthropic #samaltman
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571Chapitres (17)
AI Stocks Just Lost $2 Trillion. Here's Why the Market Is Wrong
The stock market just lost $2 trillion in 40 minutes, and AI stocks took the worst of it. Intel is down more than half since October, AMD fell 17% in a day, and memory and cybersecurity names went red with …
Notes de l’épisode
The stock market just lost $2 trillion in 40 minutes, and AI stocks took the worst of it. Intel is down more than half since October, AMD fell 17% in a day, and memory and cybersecurity names went red with them. Ejaaz breaks down why it happened (valuations, the ROI question and the midterm vote on data centers) and why he thinks the market is wrong: demand for AI is still climbing, with GPU rental prices up as much as 106% since July while token prices fell 58%.
We also cover where the money went (Apple, Amazon and Microsoft held up), Black October, Nvidia as the bedrock of the AI trade, the memory-stock bear case, why AI agents need far more CPUs, Palantir's record quarter, the fridge and blood-bank hacks, China paying a premium for Nvidia GPUs, how little the Fortune 500 spends on Claude, Big Tech's buyouts and Anthropic's IPO valuation.
==
FOLLOW EJAAZ ON TWITTER:
https://x.com/cryptopunk7213==
Timestamps
00:00 $2 Trillion in 40 Minutes
00:51 Where the Money Went
01:32 Why the Market Is Wrong
02:47 Black October
03:32 Intel's 50% Drop
04:57 The Midterm Effect
06:15 The Bull Case
07:07 Nvidia, the Bedrock
08:34 GPUs Are Worth More Than Ever
10:09 The Memory Stock Problem
12:04 Intel, AMD and the CPU Boom
14:28 The Skeptic's Case
15:49 Cybersecurity Goes Red
17:32 China Wants Nvidia GPUs
18:42 The Long View
21:26 The Bear Case
23:19 Anthropic's Valuation
24:12 Final Thoughts#ai #stockmarket #nvidia #intel #amd
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571Chapitres (18)
America Voted Against Data Centers: What the Midterms Mean for AI and Why It Might Be Good
On Tuesday, voters pushed back on AI data centers. Democrats won the House and the Senate, flipped governorships in Texas, Ohio and Georgia, and data-center restrictions passed in towns across the country …
Notes de l’épisode
On Tuesday, voters pushed back on AI data centers. Democrats won the House and the Senate, flipped governorships in Texas, Ohio and Georgia, and data-center restrictions passed in towns across the country. Goldman Sachs warns that 45% of planned US data-center capacity could be affected, and Texas alone is about a quarter of it. Ejaaz breaks down why an AI bull thinks the slowdown might actually be good for AI: no overbuild, data centers that pay their own way, and a race that rewards whoever uses compute most efficiently.
We also cover why voters turned on data centers (power, land and water), Gina Hinojosa's conditions in Texas, the water myth, the market's split reaction (stocks up, AI stocks down, Elon's companies hit hardest), the 10 to 15 gigawatts that may not come online, the new stakeholder in the AI money loop, and what it means for the race with China.
==
FOLLOW EJAAZ ON TWITTER:
https://x.com/cryptopunk7213==
Timestamps
00:00 America Hits Pause on AI
01:34 Power, Land and Water
02:38 Why Voters Turned
04:18 What the Midterms Changed
05:08 Texas Wants Data Centers to Pay
07:07 A Bipartisan Backlash
07:29 The China Problem
08:34 The Water Myth
09:55 Who Pays for Power
10:39 The Market Reaction
12:06 A New Stakeholder
13:07 Good News for the Bears
14:19 Stocks From Here
15:34 Efficiency Wins
17:24 AI Gets More Expensive
18:03 US vs China
19:51 Final Thoughts#ai #datacenters #midterms #elections #elonmusk
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571Chapitres
Chargement des chapitres…
Why Elon Is Rationing Grok Bot: Anthropic's Compute and the $60B Cursor Bet
Over the weekend, Elon Musk told a Grok Bot user that "the cost of serving Grok Bot was unsustainably high relative to revenue," and usage limits tightened for hundreds of thousands of paying users. Three days …
Notes de l’épisode
Over the weekend, Elon Musk told a Grok Bot user that "the cost of serving Grok Bot was unsustainably high relative to revenue," and usage limits tightened for hundreds of thousands of paying users. Three days earlier he'd pointed out that Grok Bot has no free tier, and two weeks before that he said he'd never seen anything grow as fast. Ejaaz breaks down what's actually going on: SpaceX can rent the same GPUs to Anthropic, which pays $1.25 billion a month today and about $3.1 billion a month from December, while Grok Bot's hardest tasks run on Anthropic's own Claude Opus 5.5.
We also cover Grok Bot's rise to 600,000 daily users, the delays on Grok 4.8, the $60 billion Cursor acquisition, the trade-off between renting compute and running his own AI agent, the bear and bull case, and whether this is the first sign that AI is too expensive to sell at today's prices.
==
FOLLOW EJAAZ ON TWITTER:
https://x.com/cryptopunk7213==
Timestamps
00:00 Elon's Grok Bot Problem
01:51 What Grok Bot Is
03:48 How Grok Bot Took Off
04:47 Grok's Model Problem
06:18 The Contradiction
06:58 The Landlord and the Tenant
08:35 The $60 Billion Cursor Bet
09:53 Rent the Chips or Run the Bot?
10:50 Why AI Agents Matter
12:46 Limits, Not a Shutdown
14:01 The Bear Case
17:46 The Bull Case
19:15 Final Thoughts#elonmusk #grok #spacex #anthropic #ai
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571Chapitres
Chargement des chapitres…
Anthropic's Q3: The Profit Disappeared, the $895 Billion Compute Bill, and Why It's Still Bullish
Last week, Anthropic's S-1 showed a company that was finally making money. Today's amended filing adds the third quarter, and that profit is gone: revenue jumped to nearly $17 billion, up 47% in three months …
Notes de l’épisode
Last week, Anthropic's S-1 showed a company that was finally making money. Today's amended filing adds the third quarter, and that profit is gone: revenue jumped to nearly $17 billion, up 47% in three months, but Anthropic swung to a $567 million operating loss, and it disclosed $895 billion in compute and infrastructure commitments, about $70 billion of it due in the next 12 months. Ejaaz breaks down why: demand outran the compute Anthropic had booked, so it paid up for $5 billion of short-term compute to keep serving customers.
We also cover the $2 billion donation-matching charge, where the $895 billion is going (SpaceX, Google, Amazon, Broadcom and the neoclouds), whether Anthropic can pay for it, OpenAI's cut-down fundraise and the junk-rating worry, and the bull and bear case for the Anthropic IPO.
==
Timestamps
00:00 Anthropic's Profit Is Gone
01:50 Catching Up on the S-1
04:28 The Q3 Numbers
05:24 Three Reasons for the Loss
06:54 The Restaurant Analogy
07:56 The $2 Billion Donation Match
09:19 The $895 Billion Bill
12:32 Where the Money Goes
14:18 Can Anthropic Pay for It?
16:38 Less Than 0.1% of Budgets
17:48 Is the IPO a Buy or a Sell?
22:14 Final Thoughts#anthropic #claude #ipo #ai #stocks
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571Chapitres
Chargement des chapitres…
Is AI the Dot-Com Bubble Again? $1 Trillion Gone, Record Earnings, Bull vs Bear
AI stocks just had a brutal week. Google lost more than $500 billion in market value, Amazon fell 12% after hours on its earnings, and Intel had its worst day since 1974, all while the biggest tech companies …
Notes de l’épisode
AI stocks just had a brutal week. Google lost more than $500 billion in market value, Amazon fell 12% after hours on its earnings, and Intel had its worst day since 1974, all while the biggest tech companies reported record cloud revenue and promised to spend even more on AI next year. So is this the dot-com bubble all over again? Ejaaz walks through how the selloff started, why search and the open web are cracking, and who is really paying for the AI buildout.
We also lay out the bear case (concentration, borrowing, VC-subsidized spending and the walls going up around Reddit and Amazon) and the bull case (real demand, cash-rich hyperscalers, labs with money in the bank, and what happened to the internet after 2000), and why this looks more like a correction than a collapse.
==
Timestamps
00:00 Is the AI Bubble Popping?
00:55 Big Tech Doubles Down
02:14 How the Selloff Started
03:11 Three Signals From Earnings
04:07 Search Is Breaking
04:59 Reddit Builds a Wall
07:20 The Overbuild Question
09:00 Who's Paying for It
10:13 Walls Around the Web
10:54 Amazon Blocks Meta's Muse
12:34 The Bear Case
13:46 The Bull Case
17:23 The Internet Still Won
18:51 Final Thoughts#ai #stocks #bubble #nvidia #google
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571Chapitres
Chargement des chapitres…
Google Has the #1 AI Model but the Stock Just Fell 12%
Google now has the number one AI model in the world. Gemini 4 Carbon tops the Artificial Analysis Intelligence Index two weeks after Gemini 4 Argon, and Google Cloud revenue more than doubled to $30.7 billion …
Notes de l’épisode
Google now has the number one AI model in the world. Gemini 4 Carbon tops the Artificial Analysis Intelligence Index two weeks after Gemini 4 Argon, and Google Cloud revenue more than doubled to $30.7 billion. So why did Alphabet stock open down nearly 12%? Search, the business that pays for everything, grew just 12% and fell below half of Google's revenue for the first time as AI Mode answers more questions and earns less per query. Add a quiet change to how Google charges advertisers, the exits of Jeff Dean and Demis Hassabis, and a paper loss on SpaceX, and the market isn't buying the comeback. Ejaaz thinks it's wrong.
We also cover Genie 4, Google's new world model, which uses the cheaper Gemini 3.8 Flash as its planner; Microsoft offering buyouts to 60,000 employees, its own AI teams included; SK Hynix selling out its memory through 2029; and China's STAR 50 tech index falling more than 40% since June.
==
Timestamps
00:00 Google Has the #1 AI Model
01:58 Gemini 4 Carbon
03:51 Earnings: Cloud Doubles
04:39 Why the Stock Fell 12%
05:13 Search Drops Below 50%
06:29 $200 Billion in Capex
07:27 Can You Trust the Benchmarks?
08:19 The Ad Auction Change
09:42 Ads in AI Chat
10:29 Google's TPU Customers
11:55 Jeff Dean and Demis Hassabis
12:42 The SpaceX Loss
13:23 Genie 4
16:03 Microsoft's 60,000 Buyouts
18:40 SK Hynix Sold Out Through 2029
19:41 China's Tech Stocks and Final Thoughts#ai #google #gemini #stocks #earnings
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571Chapitres
Chargement des chapitres…
Anthropic Got Hacked Again: How Ex-DOGE Researchers Got Into Its Slack With AI Agents
Anthropic just got hacked again, and this time we know who did it. Cathedral, a start-up founded by former DOGE staffers and co-founded by the Pentagon's former chief data officer, ran AI agents against …
Notes de l’épisode
Anthropic just got hacked again, and this time we know who did it. Cathedral, a start-up founded by former DOGE staffers and co-founded by the Pentagon's former chief data officer, ran AI agents against Anthropic under its bug bounty program. The front door held for days; the way in was business software Anthropic buys from other companies, and it led to meeting transcripts, salaries and Slack messages about its advanced models. Anthropic says it took several days, not 12 hours, and that nothing came near its model weights. Its own red-team lead says we may need to reinvent security every year.
We also cover the Pentagon's feud with Anthropic, why Slack is where the AI labs keep their secrets, what last week's Black October has to do with it, and why older, cheaper models running 24/7 could put every company in the same spot.
==
Timestamps00:00 Anthropic Hacked Again
01:08 Who Is Cathedral?
02:03 Through the Back Door
02:58 The Slack Warning
03:36 Anthropic Pushes Back
04:19 The Pentagon Grudge
08:06 Underplaying the Breach
10:05 Reinvent Security Every Year
12:44 Castle Defense
15:06 Final Thoughts: Third Parties
16:52 Hackers That Never Sleep
17:43 Nationalizing the Labs?
18:25 China and Closing Thoughts#ai #anthropic #cybersecurity #claude #hacking
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571Chapitres
Chargement des chapitres…
Three Billionaires Just Called the AI Top: Elon, Ken Griffin, Chamath and What Each Stands to Gain
In the space of a week, three of the richest men in the world called the top of the AI trade. Elon Musk says debt markets have shut for anyone without real revenue outside AI data centers and that 200+ …
Notes de l’épisode
In the space of a week, three of the richest men in the world called the top of the AI trade. Elon Musk says debt markets have shut for anyone without real revenue outside AI data centers and that 200+ neoclouds face "guppy-level death." Citadel's Ken Griffin says there are "almost certainly bubbles." Chamath Palihapitiya says most AI spending is subsidized by venture capital. CoreWeave, Nebius and IREN are down more than 30% in a month. But each of them has a reason to say it, so Ejaaz digs into what's true, what's talking their book, and what investors should actually worry about.
We also cover GPUs collecting dust in Amazon's warehouses, the 11th-hour bank talks behind Anthropic's record debt deal, why data centers take so long to switch on, and the bull case hiding in Anthropic's S-1.
==
Timestamps
00:00 Three Billionaires Call the Top
01:43 Chamath's Neocloud Warning
02:18 Elon Piles On
03:29 Where the AI Money Comes From
04:37 Neoclouds Take the Hit
05:29 GPUs Collecting Dust
07:20 Testing Chamath's Claims
10:17 The Debt Window Closes
14:10 Why Data Centers Take So Long
15:47 Where Elon Is Right
18:03 Where He's Talking His Book
19:40 The Bull Case
20:26 Final Thoughts#ai #elonmusk #spacex #aibubble #stockmarket
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571Chapitres
Chargement des chapitres…
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 …
Notes de l’épisode
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 compute, 900% net revenue retention, Claude Cowork outpacing Claude Code, the $120.5 billion going to SpaceX for GPUs, $132 billion in cash and short-term investments, and why $72.4 billion of that loss is an accounting charge, not cash out the door.
==
Timestamps
00:00 The IPO Everything Hangs On
01:14 They're Crushing It
02:12 Revenue Finally Beats Compute
03:11 Who Pays Anthropic
05:11 900% Net Revenue Retention
06:53 Where the Money Comes From
08:45 Claude Cowork's Surprise
11:24 Anthropic's Big Predictions
13:56 The Bear Case
14:10 Half a Trillion in Compute
15:35 Elon's GPU Toll Booth
17:26 $132 Billion in the Bank
19:32 The $80 Billion Paper Loss
20:25 Final Thoughts
23:15 The Roko's Basilisk Meme#anthropic #ipo #claude #ai #aibubble
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571Chapitres
Chargement des chapitres…
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 …
Notes de l’épisode
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 the agent race: OpenAI's $30 billion round, DeepSeek's $15 billion raise, Meta's first negative free cash flow quarter since 2012, and why 2027 capex is shaping up to be enormous.
==
Timestamps
00:00 Claude Duet Is Finally Here
01:36 What Duet Actually Is
04:13 Demo: A Walk Through Manhattan
07:01 Demo: Pricing a Shadowless Charizard
07:49 It Reads Your Mind
09:08 The Tasks Tab
10:22 Duet vs Grok Bot, Dots and Muse
11:39 What It Costs
13:18 Can You Trust It?
14:29 The New Way to Use the Internet
19:05 OpenAI and DeepSeek Raise Billions
21:32 Meta Goes Cash-Flow Negative
22:49 The AI Capex Bet
24:17 Final Thoughts#ai #claude #anthropic #aiagents #claudeduet
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571Chapitres
Chargement des chapitres…
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 …
Notes de l’épisode
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 agents against more than 400 Latin American financial targets, and why open-source models are the ones fighting back.
Then the bigger questions: who is behind it, why AI agents are so hard to trace, and the steps you can take today to protect yourself.
==
Timestamps
00:00 All Hell Breaks Loose
01:58 The Worst 48 Hours in Cybersecurity
04:01 A Global Attack With No Source
04:59 AI Agents Inside U.S. Bank Accounts
06:20 Banks Can't Tell Humans From Agents
08:10 The Warning From the AI Labs
09:22 PHP2Shell: 70% of Websites
10:06 How AI Found the Bug
11:47 The Leak
12:27 Millions of Attacks
13:27 Open Models Fight Back
14:24 Claude and Grok Agents Hit the Banks
15:33 Governments Pull the Plug
16:45 How to Protect Yourself
18:12 Final Thoughts
18:44 Why This Is a Good Thing
19:47 AI Fighting AI
21:37 Why Can't We Trace AI Agents?#ai #cybersecurity #aiagents #banks #php
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571Chapitres
Chargement des chapitres…
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 …
Notes de l’épisode
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.
Then the bigger picture: the SpaceX and Tesla merger committees, Starlink and StarMind, where Tesla's cars and Optimus robots fit, TeraFab's plan to build the biggest chip plant on Earth, and what could still go wrong.
==
Timestamps
00:00 Wall Street Wrote Off SpaceX
01:34 The IPO Hangover
02:10 The xAI Pivot
03:14 The $14.6B Quarter
04:42 How SpaceX Became the #1 Neocloud
06:26 200,000 GPUs a Month
07:14 The Power Bottleneck
08:58 Too Much Demand
10:12 Short-Term Leases at a Premium
10:59 The Red Flags
11:56 Tread Carefully: Share Unlocks
12:36 The Tesla Merger
13:53 Starlink and StarMind
17:04 Where Tesla Fits
19:41 TeraFab and the Chip Problem
21:03 What Could Go Wrong
23:37 Final Thoughts#spacex #elonmusk #tesla #ai #stockmarket
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571Chapitres
Chargement des chapitres…
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 …
Notes de l’épisode
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 the other. It looks like 2008. Here's why it isn't.
==
Timestamps00:00 One Chart Crashed AI Stocks
01:22 What Is a Neocloud?
02:34 Chamath's Chart
03:30 Elon Says "Yikes"
04:40 The $600B Cash Burn
05:50 What Just Happened?
06:16 CoreWeave, the Landlord
08:13 A Coin Flip on Default
10:16 Did the Market Overreact?
10:51 Every Deal in Its Own Box
12:34 The Bank of Nvidia
13:10 Why This Isn't 2008
13:49 Neoclouds Push Back
15:36 The Bear Case
18:13 The Bull Case
21:02 Final Thoughts==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571Chapitres
Chargement des chapitres…
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 …
Notes de l’épisode
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 a SpaceX share, and what a world on AI money could look like.
==
Timestamps00:00 Anthropic Gave Away 5%
1:50 What UBI Actually Is
2:22 Altman's Equity Fund
3:22 Dario's Jobs Warning
4:10 How Anthropic's Fund Works
8:40 The Backlash
11:53 Keep the Money?
12:28 Elon's Counteroffer
16:49 Nobody Knows Where This Ends
19:33 Universal High Income
22:09 Final Thoughts#anthropic #ubi #ai #elonmusk #claude
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571Chapitres
Chargement des chapitres…
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 …
Notes de l’épisode
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.
==
Timestamps0:00 Tesla's Flying Roadster
1:19 Watching the Flip
2:12 Trick 1: Fan Suction
3:30 Trick 2: SpaceX Thrusters
6:04 Trick 3: Track Mode Wings
8:01 Price and Trims
8:40 The Real Reason: A Merger
10:35 How the Deal Could Work
11:07 The Critics vs. Elon
12:58 Anthropic's IPO Slowdown
16:10 AI That Improves Itself
17:49 Meta's Open-Source Comeback
21:12 Google's Gemini 4 Argon
24:12 Final Thoughts#tesla #spacex #elonmusk #roadster #ai
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571Chapitres
Chargement des chapitres…
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 …
Notes de l’épisode
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.
==
Timestamps0:00 ChatGPT Catches a Spy
1:21 The Bug Behind the TV
2:51 OpenAI’s Model Investigates
5:34 Who Planted It
6:10 Planning With AI
9:04 Caught on Camera
10:13 How AI Cracked the Case
12:20 Your Digital Footprint
13:26 The Charge and the Sentence
14:15 AI as National Security
16:32 Will Washington Step In?
18:33 OpenAI vs. Apple
19:08 Final Thoughts#openai #chatgpt #ai #cybersecurity #fbi #nationalsecurity
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571Chapitres
Chargement des chapitres…
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 …
Notes de l’épisode
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.
==
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==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571Chapitres
Chargement des chapitres…
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 …
Notes de l’épisode
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.
==
Timestamps0:00 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 #chatgpt #claude #anthropic #aipolicy
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571Chapitres
Chargement des chapitres…
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 …
Notes de l’épisode
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.
==
Timestamps0:00 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 #maths #physics #chemistry #ai #science
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571Chapitres
Chargement des chapitres…
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 …
Notes de l’épisode
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.
==
Timestamps0:00 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
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571Chapitres
Chargement des chapitres…
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 …
Notes de l’épisode
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.
==
0:00 AI Agents Arrive
1:50 Catching Up
3:23 What Agents Actually Do
5:12 MetaMuse Review
7:54 Airport Compensation Win
13:05 Pricing and Privacy
16:24 Business Uses for Muse
17:04 GrokBot at Work
22:31 Instinct in Private Beta
27:21 OpenAI Dots Debut
30:28 Which Agent to Use#ai #aiagents #meta #grok #openai #privacy
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promo...Chapitres
Chargement des chapitres…
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 …
Notes de l’épisode
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.
------
🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED: https://limitlessft.substack.com/------
TIMESTAMPS0:00 New Era Begins
7:23 Why Josh Moved On
9:46 AI Progress Accelerates
13:37 Personal Agents Surge
16:17 The Adoption Gap
19:08 Robotics and Wetware
21:09 Compute Spends Explode
24:22 AI Penetration Reality
28:10 Better Questions Ahead
29:24 Team Gratitude Roundup
31:05 Thanking the Audience
34:05 Where To Find Us------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosuresJosh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
Chapitres
Chargement des chapitres…
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 …
Notes de l’épisode
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.
------
🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED: https://limitlessft.substack.com/------
TIMESTAMPS0:00 AI Doomers
1:21 The Panic Behind AI
3:29 Reckless Labs, Real Fear
6:35 Viral Conspiracy Sparks
9:13 Apple’s AI Hardware Push
11:20 Watch as Trojan Horse
13:20 The Duo and Siri
16:37 Foldable Design Breakthrough
22:24 AirPods and Hidden Teasers
24:40 Duo Versus Pro
29:25 Navier-Stokes Falls
32:24 The Math Credit Battle
37:39 Science on the Cusp
40:14 Progress Feels Real
42:36 Living Through the AI Shift
44:58 Closing Thoughts on Change------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosuresJosh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
Chapitres
Chargement des chapitres…
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 …
Notes de l’épisode
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.
------
🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED: https://limitlessft.substack.com/------
TIMESTAMPS0:00 AI Frontier Arrives
3:36 Computer Use Revolution
7:22 Massive Demos Unleashed
11:22 Cartoons and Game Worlds
16:50 Music Meets Machine
20:50 OpenAI's Compute Comeback
23:09 AGI or Just Early?
26:33 Hardware Is Next
27:38 Cheaper Power Ahead------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosuresJosh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
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 …
Notes de l’épisode
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.
------
🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED: https://limitlessft.substack.com/------
TIMESTAMPS0:00 GPT Astra Release
0:58 GPT-6 and Training Breakthrough
4:07 Cursor Breakup Drama
7:36 Meta and Google Models
10:00 World Models Unleashed
15:21 Anthropic’s New Upgrades
18:18 Weekly Model Rundown
19:15 OpenAI Device Mystery
23:51 Rogue Cybersecurity Model
25:47 Data Centers Bring Revenue
28:05 CyberCabs Hit Austin
30:38 Dyson’s AI Toothbrush
33:06 Apple’s New Hardware Era
35:05 Week in Review------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosuresJosh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
Chapitres
Chargement des chapitres…
Voici les 40 derniers épisodes sur 259. Les épisodes plus anciens se trouvent dans le flux du podcast.
Podcasts similaires
Plus de podcasts : Technologies
C’est votre podcast ?
Confirmez-le avec une entrée dans votre flux : vous recevez ici un code, vous l’ajoutez comme podcast:txt dans le canal de votre flux, et nous le vérifions. Votre podcast apparaît ensuite comme « vérifié » sur SoundNode.