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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.

  1. 21시간 전

    Nvidia may oust Jensen Huang. The AI economy isn't ready

    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 ==Timestamps00:00 Jensen Huang's Worst Week00:43 The Damning Evidence02:12 From Denny's to the Top03:06 The Second Affair04:23 Who Replaces Jensen?05:35 $7.5 Billion in Chips06:21 Did He Know?07:33 The Dwarkesh Debate08:27 The AI Economy Runs on Jensen09:33 What Happens Next10:08 The Labs Look Elsewhere11:18 Anthropic's IPO Roadshow14:30 A Record $100 Billion Raise15:28 Anthropic's Bold Claims17:39 CoreWeave Proves the Bears Wrong19:52 Data Centers Pay Their Way21:35 Gemini Carbon and Two New TPUs23:10 Meta's Cheapest Model24:15 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=100003571

    Nvidia may oust Jensen Huang. The AI economy isn't ready

  2. 1일 전

    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 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 ==Timestamps00:00 Anthropic Is Hiding Its Best AI01:10 Why Release It Now?03:35 How We Got Here05:08 The Benchmarks05:48 Built for Medicine07:17 Robots08:38 Remote Work09:23 AAA Games in Minutes10:50 Visuals Made of Code13:00 A Business From One Prompt14:36 An OS From Scratch15:44 Why Hide the Best Model?20:09 Baiting OpenAI21:30 Racing to Self-Improvement22:32 The IPO Details24:30 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=100003571

    Anthropic is hiding its best AI: Fable 5.2 and the IPO

  3. 3일 전

    Did Jensen Huang know? Nvidia's CEO and an alleged 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 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 ==Timestamps00:00 Jensen Huang's Spy Scandal02:26 Who Is Alice Huang?04:14 The Memo and the Plane04:59 The Story Breaks05:33 Jensen's Email06:17 Did She Influence Him?07:34 Nvidia's Board Responds08:30 The Megaspeed Web10:25 Why Didn't Commerce Act?12:04 Jensen's China Argument15:04 Chips vs Compute16:14 China's Four Fronts18:25 Shenzhen and What's Next19:53 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=100003571

    Did Jensen Huang know? Nvidia's CEO and an alleged spy

  4. 3일 전

    OpenAI's Hail Mary: 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 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 ==Timestamps00:00 Stop Ignoring OpenAI01:03 GPT-6.2 Astra Is Coming01:45 Not as Rosy as It Seems02:21 OpenAI's Real Numbers02:58 A Fifth of Google's Searches04:17 Poaching Claude Code's Leaders05:25 Back on the Frontier06:15 The Jarvis Strategy06:58 GPT-6 Cyber07:33 Selling Ads in ChatGPT08:53 Dots and the Compute Crunch11:36 Why OpenAI Is Waiting to IPO13:57 Ram Altman16:23 The Bear Case Is Healthy17:22 Owning the Front Door18:55 Cheap Enough Intelligence19:43 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=100003571

    OpenAI's Hail Mary: GPT-6.2 Astra and a $1.25 trillion bet

  5. 6일 전

    Stocks lost $2 trillion. The market is wrong about AI

    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 ==Timestamps00:00 $2 Trillion in 40 Minutes00:51 Where the Money Went01:32 Why the Market Is Wrong02:47 Black October03:32 Intel's 50% Drop04:57 The Midterm Effect06:15 The Bull Case07:07 Nvidia, the Bedrock08:34 GPUs Are Worth More Than Ever10:09 The Memory Stock Problem12:04 Intel, AMD and the CPU Boom14:28 The Skeptic's Case15:49 Cybersecurity Goes Red17:32 China Wants Nvidia GPUs18:42 The Long View21:26 The Bear Case23:19 Anthropic's Valuation24:12 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=100003571

    Stocks lost $2 trillion. The market is wrong about AI

  6. 11월 5일

    America just voted against AI. That might be good.

    Voters pushed back on AI data centers this week, and Goldman Sachs warns 45% of planned US capacity could be affected. Host Ejaaz Ahamadeen breaks down why voters turned on data centers, Texas's new conditions, the market's split reaction and why an AI bull thinks a slower buildout might be good for AI.

    America just voted against AI. That might be good.

  7. 11월 4일

    Elon says Grok Bot costs more than it makes

    Elon Musk says the cost of serving Grok Bot is unsustainably high relative to revenue, and usage limits just tightened for paying users. Host Ejaaz Ahamadeen breaks down why the same chips earn more rented to Anthropic, the $60 billion Cursor bet, the bear and bull case, and whether AI is too expensive at today's prices.

    Elon says Grok Bot costs more than it makes

  8. 11월 3일

    Anthropic's profit just disappeared. That's good news

    Anthropic's amended S-1 shows third-quarter revenue near $17 billion, up 47%, but a $567 million operating loss and $895 billion in compute commitments. Host Ejaaz Ahamadeen breaks down why demand outran Anthropic's compute, where the money goes, whether it can pay, and whether the IPO is a buy or a sell.

    Anthropic's profit just disappeared. That's good news
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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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    Yahoo Finance
  • 방송 연도
    2026년
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