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In The Loop host Ejaaz Ahamadeen unpacks the biggest stories in frontier AI and technology to reveal what it all means beyond the headlines.

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28 episodes
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English

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Yesterday · 22 min
Google's AI is winning. Search is paying for it.
Gemini 4 Carbon now tops the Artificial Analysis Intelligence Index and Google Cloud revenue more than doubled, yet Alphabet stock opened down nearly 12% as search fell below half of revenue. Host Ejaaz Ahamadeen breaks down why AI is eating search, Google's ad auction change, its TPU customers and why the market may be wrong.
Thursday · 21 min
Anthropic got hacked again, and this time we know who did it
A months-old start-up founded by former DOGE staffers used AI agents to get inside Anthropic through third-party business software, reaching meeting transcripts, salaries and Slack messages. Host Ejaaz Ahamadeen breaks down who Cathedral is, how the back door worked, why Anthropic is pushing back and why every company should worry.
Wednesday · 23 min
Three billionaires called the AI top. Each has a reason to.
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 what investors should actually worry about, from idle GPUs to a closing debt window.
Tuesday · 26 min
Anthropic's S-1 is out. Is it actually making money?
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 to $132 billion in cash, and why most of that loss isn't cash out the door.
Monday · 26 min
Claude Duet is finally here: Is it better than Meta Muse?
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 Grok Bot, and breaks down the billions behind the AI agent race.
October 23 · 26 min
AI agents are inside U.S. bank accounts. But nobody knows how.
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.
October 22 · 26 min
AI just saved SpaceX: record $14.6B quarter, possible merger
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 Anthropic and Google, the power bottleneck, the potential Tesla merger, and what could still go wrong.
October 21 · 24 min
CoreWeave's crash looks like 2008. Here's why it isn't.
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 borrow to build data centers, the bear and bull case, and why this isn't 2008.
October 20 · 26 min
Anthropic is giving away 5% of the company. Why is everyone mad?
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 backlash, and what Anthropic’s move could signal about AI’s impact on the workforce.
October 19 · 26 min
Tesla’s rocket-thrusted Roadster hints at a SpaceX merger
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.
October 16 · 23 min
How an OpenAI model caught a spy inside its HQ
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.
October 14 · 26 min
How Meta pulled off AI's biggest comeback with Muse Wonder
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.
October 13 · 25 min
Rogue agents and fired researchers: Are we losing control of AI?
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.
October 12 · 20 min
OpenAI’s math breakthrough could hit biotech and pharma next
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 right now.
October 9 · 23 min
Inside Google's AI Slump: Can Gemini 4 Argon Fix it?
Despite having 3 billion users, its own chips, and a $4.1 trillion market cap, Google can't seem to ship an AI model that beats Claude or ChatGPT. Host Ejaaz Ahamadeen explains how Google fell behind, whether Gemini 4 Argon and Nano Banana 2.1 can bring it back, and the one move that could still make Google the biggest winner in AI.
October 8 · 35 min
Meta Muse, Grok Bot, OpenAI Dots: Which AI agent should you use?
In The Loop host Ejaaz Ahamadeen ranks the AI agents everyone's talking about by what they cost, what they do, and which one is worth your time.
October 7 · 26 min
The Most Important AI Company You've Never Heard Of
The $25 billion AI startup built by DeepMind alums and backed by Nvidia is rumored to be launching an open-source model in the near future. Host Ejaaz Ahamadeen unpacks why swaths of American AI startups already rely on open Chinese models and what a Western rival like Reflection AI could mean for privacy, pricing, and security.
October 6 · 26 min
The top wall street firms are fighting over one AI chip
The next golden opportunity in AI might not be a smarter model, but a faster one. Host Ejaaz Ahamadeen breaks down the race between Nvidia, Cerebras and the Wall Street firms turning milliseconds into millions.
October 5 · 33 min
OpenAI Fired the People It Needed Most
OpenAI reportedly let go of almost half of its safety and alignment team, on the heels of a series of hacks tied to AI agents. What did those researchers know? Host Ejaaz Ahamadeen digs into the exits, plus the latest Muse boom, the video AI that's fooling its testers, and why Zuckerberg, Musk, Bezos, and Huang all signed the new White House accord on super intelligence.
October 2 · 25 min
The most powerful AI in the world is being hidden from you
Three new AI models dropped this week, and they're smarter and cheaper than the versions before them. But is that necessarily a good thing? Host Ejaaz Ahamadeen lays out his theory that the top labs are gatekeeping their most powerful AI, and the catastrophic consequences of only an elite few having access to super intelligence. Plus: OpenAI’s compute crunch, Cerebras’ stock dip, Anthropic's red-team report, and more in this week’s roundup.

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