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In The Loop

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Latest episodes

  • Three billionaires called the AI top. Each has a reason to.

    October 28, 2026 · 23 min

    Elon Musk, Ken Griffin and Chamath Palihapitiya all called the top of the AI trade in the same week, as CoreWeave, Nebius and IREN fell more than 30% in a month. Host Ejaaz Ahamadeen breaks down what's true, who's talking their book, and…

  • Anthropic's S-1 is out. Is it actually making money?

    October 27, 2026 · 27 min

    Anthropic just filed its S-1 ahead of what could be the biggest IPO in history, and the headline number is an $80.7 billion loss. Host Ejaaz Ahamadeen goes through the filing, from revenue that hit $16.3 billion in the first half of 2026…

  • Claude Duet is finally here: Is it better than Meta Muse?

    October 26, 2026 · 27 min

    Anthropic just launched Claude Duet, a 24/7 personal agent that works on its own computer in the cloud and comes to you with what needs your attention. Host Ejaaz Ahamadeen tests it for 48 hours, compares it to Meta Muse, OpenAI Dots and…

  • AI agents are inside U.S. bank accounts. But nobody knows how.

    October 23, 2026 · 27 min

    Host Ejaaz Amahadeen unpacks the risks and implications of major banks, including Morgan Stanley, Bank of America, JPMorgan, Wells Fargo and others, detecting unauthorized third-party AI agents inside of customer accounts.

  • AI just saved SpaceX: record $14.6B quarter, possible merger

    October 22, 2026 · 27 min

    SpaceX just reported $14.6 billion in quarterly revenue and the first profit in its history, and the surprise is where the money came from: AI. Host Ejaaz Ahamadeen breaks down how SpaceX became the number one neocloud renting compute to…

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  • CoreWeave's crash looks like 2008. Here's why it isn't.

    October 21, 2026 · 24 min

    CoreWeave's bond yield hit 15% and roughly $1.6 trillion was wiped off chip stocks after one chart and Elon Musk's one-word reply sent AI stocks into their longest losing streak since 2008. Host Ejaaz Ahamadeen breaks down how neoclouds…

  • Anthropic is giving away 5% of the company. Why is everyone mad?

    October 20, 2026 · 27 min

    Anthropic just pledged 5% of its company to the public, which amounts to roughly $100B at its rumored $2T IPO valuation. Host Ejaaz Ahamadeen breaks down how the philanthropic pledge differs from universal basic income, the industry’s…

  • Tesla’s rocket-thrusted Roadster hints at a SpaceX merger

    October 19, 2026 · 27 min

    Host Ejaaz Ahamadeen unpacks why Tesla’s new “flying” sports car has inspired rumors of a SpaceX merger, and what Anthropic’s $16.8B Q3, Google’s new Gemini 4 and Meta’s open-source model mean for the AI race.

  • How an OpenAI model caught a spy inside its HQ

    October 16, 2026 · 23 min

    Host Ejaaz Ahamadeen breaks down how a $24 listening device, a digital trail of chatbot queries, and an internal OpenAI model led to a spy-movie style arrest.

  • How Meta pulled off AI's biggest comeback with Muse Wonder

    October 14, 2026 · 26 min

    Host Ejaaz Ahamadeen breaks down Meta’s Muse Wonder, from benchmarks and price tag to Active Focus and Active Memory, and lays out what Zuckerberg's personal-AI-agent strategy means for Anthropic and OpenAI IPOs.

  • Rogue agents and fired researchers: Are we losing control of AI?

    October 13, 2026 · 26 min

    Host Ejaaz Ahamadeen connects the dots between OpenAI’s recent safety firings, Anthropic's new ban on being cruel to Claude, and the standoff between AI labs and the Pope.

  • OpenAI’s math breakthrough could hit biotech and pharma next

    October 12, 2026 · 20 min

    An unreleased OpenAI model reportedly solved 90 of 500 of the hardest open math problems, in about three hours each. In The Loop Host Ejaaz Ahamadeen breaks down why experts in every field are about to feel what mathematicians are feeling…

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About the show

In The Loop unpacks the biggest stories in frontier AI and technology to understand what it all means beyond the headline.