In the Loop AI

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CoreWeave's Crash Looks Like 2008. Here's Why It Isn't. Oct 21, 2026

Show notes

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 $1.6 trillion knocked off chip stocks. Ejaaz breaks down what actually happened: how neoclouds like CoreWeave borrow to build data centers, why the market got spooked, and whether credit default swaps are really pricing a coin flip.

Then the bear and bull case: debt coming due, customer concentration and the "bank of Nvidia" on one side; demand sold out past 2028, rising GPU rents and a power bottleneck that slows the build-out on the other. It looks like 2008. Here's why it isn't.

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Timestamps

00:00 One Chart Crashed AI Stocks
01:22 What Is a Neocloud?
02:34 Chamath's Chart
03:30 Elon Says "Yikes"
04:40 The $600B Cash Burn
05:50 What Just Happened?
06:16 CoreWeave, the Landlord
08:13 A Coin Flip on Default
10:16 Did the Market Overreact?
10:51 Every Deal in Its Own Box
12:34 The Bank of Nvidia
13:10 Why This Isn't 2008
13:49 Neoclouds Push Back
15:36 The Bear Case
18:13 The Bull Case
21:02 Final Thoughts

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Why Anthropic Is Giving Away 20% of Its Equity (And Why Everyone's Mad) Oct 20, 2026

Show notes

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 committed to "the public good." The fund could make "direct distributions to specific populations," and the reason why is more unsettling than the gift: Anthropic expects AI to disrupt a lot of jobs.

Today we break down what UBI actually is, how Sam Altman, Dario Amodei and OpenAI got here, how Anthropic's fund works, why David Sacks, Palmer Luckey and Travis Kalanick are skeptical, Elon's plan to give every American kid a SpaceX share, and what a world on AI money could look like.

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Timestamps

00:00 Anthropic Gave Away 5%
1:50 What UBI Actually Is
2:22 Altman's Equity Fund
3:22 Dario's Jobs Warning
4:10 How Anthropic's Fund Works
8:40 The Backlash
11:53 Keep the Money?
12:28 Elon's Counteroffer
16:49 Nobody Knows Where This Ends
19:33 Universal High Income
22:09 Final Thoughts

#anthropic #ubi #ai #elonmusk #claude

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Tesla's Flying Roadster Is Really About SpaceX Oct 19, 2026

Show notes

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 clearest look yet at what a Tesla–SpaceX merger could build, and Barclays says that merger could be announced before December.

Today we break down the three tricks behind the flying Roadster, why Elon is really building it, and the rest of the week in AI: Anthropic's slowing growth ahead of its IPO, Meta open-sourcing Muse Spark, and Google's Gemini 4 Argon.

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Timestamps

0:00 Tesla's Flying Roadster
1:19 Watching the Flip
2:12 Trick 1: Fan Suction
3:30 Trick 2: SpaceX Thrusters
6:04 Trick 3: Track Mode Wings
8:01 Price and Trims
8:40 The Real Reason: A Merger
10:35 How the Deal Could Work
11:07 The Critics vs. Elon
12:58 Anthropic's IPO Slowdown
16:10 AI That Improves Itself
17:49 Meta's Open-Source Comeback
21:12 Google's Gemini 4 Argon
24:12 Final Thoughts

#tesla #spacex #elonmusk #roadster #ai

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ChatGPT Just Caught a Spy Stealing From OpenAI Oct 16, 2026

Show notes

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 the AI tools he used to plan it became the trail that led the FBI to him.

Today we break down how the device was found, how an internal agent and a chatbot allegedly helped build the plan, the charge he faces, and why the frontier labs are turning into national security sites.

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Timestamps

0:00 ChatGPT Catches a Spy
1:21 The Bug Behind the TV
2:51 OpenAI’s Model Investigates
5:34 Who Planted It
6:10 Planning With AI
9:04 Caught on Camera
10:13 How AI Cracked the Case
12:20 Your Digital Footprint
13:26 The Charge and the Sentence
14:15 AI as National Security
16:32 Will Washington Step In?
18:33 OpenAI vs. Apple
19:08 Final Thoughts

#openai #chatgpt #ai #cybersecurity #fbi #nationalsecurity

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I Used to Hate Meta: Muse Wonder Changed My Mind Oct 14, 2026

Show notes

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, pricing, and Meta’s focus on personal AI features like active memory and its agent Muse.

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0:00 Meta’s AI Comeback
1:29 Muse Wonder Unveiled
2:29 Benchmark Breakthroughs
5:54 Memory and Focus
10:07 Pricing and Access
11:58 From Failure to Force
14:39 Meta’s Strategy Shift
17:52 Product DNA Advantage
19:06 OpenAI, Anthropic, Google
20:31 The Compute Arms Race
21:51 Final Thoughts and Outro

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We’re Losing Control Of AI: Anthropic Bans "Cruelty," OpenAI Fires Safety Researchers Oct 13, 2026

Show notes

OpenAI fired three researchers after safety concerns, but it doesn't stop there. Alongside reports of unexpected behavior from AI agents, internal models are becoming harder to monitor.

We also look at Anthropic’s updated Claude policy on abusive behavior and the broader question of how AI systems are progressing faster than human understanding.

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Timestamps

0:00 OpenAI Firings Spark Alarm
2:41 AI Agents Go Rogue
4:32 Leaked Safety Controversy
10:28 Anthropic Draws a Line
15:02 The Politics of AI
16:04 Pope Pushes Back
17:33 The Jagged Frontier
18:59 Intelligence Pulls Away

#openai #chatgpt #claude #anthropic #aipolicy

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OpenAI’s Unreleased Model Solved Math: Is Biology Next? Oct 12, 2026

Show notes

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, and biology.

We cover expert reactions, verification challenges, and the potential for AI to accelerate work in science and pharmaceuticals.

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Timestamps

0:00 OpenAI’s Math Breakthrough
1:53 From Impossible to 90 Problems
4:39 Why This Changes Everything
8:06 Mathematicians Feel the Shock
10:30 Reasoning Spills Into Other Fields
11:37 The Cryptography Alarm
14:19 Humans Become the Bottleneck
15:56 Biology Is Next
17:26 Beyond Math, Toward AI Supremacy

#openai #maths #physics #chemistry #ai #science

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Inside Google's AI Slump: Can Gemini 4 Argon Fix It? Oct 09, 2026

Show notes

Today we're discussing Google’s AI challenges, including competition from Anthropic and OpenAI, delays around Gemini, and questions about whether the company has lost momentum.

We also cover Gemini 4 Argon and Nano Banana 2.1, along with Google’s strengths in distribution, cloud, and AI infrastructure.

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Timestamps

0:00 Google’s AI Slump
2:58 Missing the Coding Wave
8:07 Google’s Massive Scale
11:41 Gemini 4 Argon Arrives
16:30 Nano Banana’s Realism
17:42 Google’s AI Crossroads
20:38 Closing Thoughts

#google #anthropic #claude #gemini #openai #deepmind

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Meta Muse, Grok Bot, OpenAI Dots: Which AI Agent Should You Use? Oct 08, 2026

Show notes

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 chatbots, focusing on tools that can take actions on a user’s behalf across apps and messages.

Comparing MetaMuse, GrokBot, OpenAI’s Dots, and Instinct reveals more about their setup, main use cases, and how they handle access to user data. And the final boss: privacy, encrypted storage, and the tradeoffs between lifestyle convenience, work productivity, and enterprise use.

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0:00 AI Agents Arrive
1:50 Catching Up
3:23 What Agents Actually Do
5:12 MetaMuse Review
7:54 Airport Compensation Win
13:05 Pricing and Privacy
16:24 Business Uses for Muse
17:04 GrokBot at Work
22:31 Instinct in Private Beta
27:21 OpenAI Dots Debut
30:28 Which Agent to Use

#ai #aiagents #meta #grok #openai #privacy

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HUGE UPDATE: What's Happening With Our Show & What's Next Oct 07, 2026

Show notes

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 rapid progress in AI, from early model demos to current tools for games, video, agents, and scientific research.

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🌌 LIMITLESS HQ ⬇️

NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED: https://limitlessft.substack.com/

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TIMESTAMPS

0:00 New Era Begins
7:23 Why Josh Moved On
9:46 AI Progress Accelerates
13:37 Personal Agents Surge
16:17 The Adoption Gap
19:08 Robotics and Wetware
21:09 Compute Spends Explode
24:22 AI Penetration Reality
28:10 Better Questions Ahead
29:24 Team Gratitude Roundup
31:05 Thanking the Audience
34:05 Where To Find Us

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

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