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In The Loop

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

Latest Episodes:

America just voted against AI. That might be good. Nov 05, 2026

Show notes

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.

Elon says Grok Bot costs more than it makes Nov 04, 2026

Show notes

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.

Anthropic's profit just disappeared. That's good news Nov 03, 2026

Show notes

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.

Is this the dot-com bubble again? Nearly $1 trillion gone Nov 02, 2026

Show notes

AI stocks just had a brutal week, with nearly $1 trillion wiped off Google, Amazon and Intel even as Big Tech posted record cloud revenue. Host Ejaaz Ahamadeen breaks down how the selloff started, who is paying for the AI buildout, and the bear and bull case for whether this is the dot-com bubble again or a correction.

Google's AI is winning. Search is paying for it. Oct 30, 2026

Show notes

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.

Anthropic got hacked again, and this time we know who did it Oct 29, 2026

Show notes

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.

Three billionaires called the AI top. Each has a reason to. Oct 28, 2026

Show notes

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.

Anthropic's S-1 is out. Is it actually making money? Oct 27, 2026

Show notes

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.

Claude Duet is finally here: Is it better than Meta Muse? Oct 26, 2026

Show notes

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.

AI agents are inside U.S. bank accounts. But nobody knows how. Oct 23, 2026

Show notes

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.

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