Shows / In the Loop AI
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In the Loop AIAnthropic 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…
In the Loop AIThree 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…
In the Loop AIAnthropic'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…
In the Loop AIClaude 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…
In the Loop AIBlack 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…
In the Loop AIAI 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…
In the Loop AICoreWeave'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…
In the Loop AIWhy 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…
In the Loop AITesla'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…
In the Loop AIChatGPT 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…
In the Loop AII 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…
In the Loop AIWe’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…
In the Loop AIOpenAI’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…
In the Loop AIInside 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…
In the Loop AIMeta 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…
In the Loop AIHUGE 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…
In the Loop AITHIS 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…
In the Loop AIOpenAI'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…
In the Loop AITHIS 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…
In the Loop AIThe 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…
In the Loop AITHIS 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…
In the Loop AIOx 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…
In the Loop AIRobot 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…
In the Loop AITHIS 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…
In the Loop AIWhich 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…
In the Loop AIThe $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…
In the Loop AINew 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…
In the Loop AITHIS 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…
In the Loop AIThe 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…
In the Loop AIZuck's Open Source Playbook: Meta Muse Glimmer and 14-Page Manifesto
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In the Loop AIThe 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…
In the Loop AITHIS 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…
In the Loop AIMaking 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…
In the Loop AISituational 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…
In the Loop AITHIS 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…
In the Loop AIThe 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…
In the Loop AISpaceX Stock Crashed. Starship Flight 13 Didn't.
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In the Loop AIWhy 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…
In the Loop AITHIS WEEK IN AI: NVIDIA Dominates Google | America vs Open Source | Tesla Starlink V5
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In the Loop AIA 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…
In the Loop AIElon 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…
In the Loop AIAI 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…
In the Loop AITHIS WEEK IN AI: Kimi K3, OpenAI's Alexa, Grok Stealing Code, Thinking Machines
Big week this week. Moonshot Labs’ dropped Kimi K3, Thinking Machines Labs’ Inkling, and reporting on OpenAI’s upcoming screen-free hardware device. We also…
In the Loop AIAre Cheaper AI Models Better than Claude and ChatGPT?
We're discussing new AI model releases from xAI, Meta, OpenAI, and Anthropic, and the shift toward cheaper, more efficient models.Focusing on Grok 4.5 and…
In the Loop AIThe Government Banned GPT-5.6. OpenAI Released it Anyways
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In the Loop AIApple v. OpenAI: Trade Secrets and Corporate Espionage
Apple has filed a lawsuit against OpenAI over alleged trade secret theft related to future hardware plans and employee recruiting. With OpenAI’s reported…
In the Loop AITHIS WEEK IN AI: Grok is Back, ChatGPT 5.6, Meta's New Models, China's Threats
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In the Loop AIThe Memory Trade: Samsung's Record Breaking Profit
Samsung’s brain-melting profits are clear evidence of the growing role of memory chips in the AI supply chain, with a focus on DRAM, NAND, and high bandwidth…
In the Loop AIUnderstanding The Past Year in AI: 200th Episode Special!
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In the Loop AIThe Age of Inference: Etched Startup Proves the Next AI Hotspot
Inference is becoming more important than pre-training in AI chips, including how pre-fill and decode work and why more compute is shifting toward serving…
In the Loop AITHIS WEEK IN AI: Fable 5 Returns, OpenAI Might Nationalize, Meta Sells Compute
We are so back. Anthropic announced the return of Fable 5, its safety updates, and related releases like Sonnet 5 and Claude Science. In other news this week…
In the Loop AIThe AI Energy Stack: The Actual Industry Winners
This is the long-awaited Energy Stack episode. The AI trade is shifting from GPUs to the power, wiring, and data center infrastructure needed to support them…
In the Loop AIGPT-5.6: OpenAI's New Model Cheated and Now It's Locked Away
In this episode, we discuss OpenAI’s restricted GPT-5.6, its model tiers, and questions raised by its benchmark results and reported behavior. We also cover…
In the Loop AITHIS WEEK IN AI: ChatGPT Built its Own Chip, Micron Soars, a24's $75m Google Deal
Today we're unpacking OpenAI’s plan to build its own custom AI chip—the Jalepeño—and what that means for its hardware strategy. We also cover Micron’s strong…
In the Loop AIThe Quantum Computing Moment: The Last Tech Frontier
Quantum computing is shaping up to be the next major technology after AI, especially in the wake of U.S. efforts to speed up development and prepare for…
In the Loop AIThe Point of No Return: GLM 5.2 Approaches the Frontier
The Chinese open-weight AI model GLM 5.2 compares with leading models from OpenAI and Anthropic on coding and development tasks. Today, we cover the shift…
In the Loop AITHIS WEEK IN AI: Tension at World AI Summit, Snapchat Glasses, Meta's Crisis
We discuss Snap’s new AR glasses, AI governance at the G7, and Noam Shazeer’s move from Google to OpenAI. We also cover Anthropic’s Fable 5 being shut down…
In the Loop AIThe SpaceX Investment Thesis: Where We Are Now
Today we're following up on SpaceX’s public debut, its sharp rise in valuation, and whether the move signals a major opportunity or an AI bubble. With the…
In the Loop AIUpdates From the #1 AI Investor: Leopold's NVIDIA & Anthropic Strategy
We discuss Leopold Aschenbrenner’s AI-focused portfolio, including his reported short on NVIDIA and large private investment in Anthropic. We also cover…
In the Loop AIThe United States of Claude: Government Bans Fable 5
This is a turning point for AI. Today, we discuss Anthropic’s release and quick withdrawal of its Fable 5 and Mythos 5 AI models after a U.S. export-control…