In the Loop AI

Last week, Anthropic's S-1 showed a company that was finally making money. Today's amended filing adds the third quarter, and that profit is gone: revenue jumped to nearly $17 billion, up 47% in three months, but Anthropic swung to a $567 million operating loss, and it disclosed $895 billion in compute and infrastructure commitments, about $70 billion of it due in the next 12 months. Ejaaz breaks down why: demand outran the compute Anthropic had booked, so it paid up for $5 billion of short-term compute to keep serving customers. We also cover the $2 billion donation-matching charge, where the $895 billion is going (SpaceX, Google, Amazon, Broadcom and the neoclouds), whether Anthropic can pay for it, OpenAI's cut-down fundraise and the junk-rating worry, and the bull and bear case for the Anthropic IPO. == Timestamps 00:00 Anthropic's Profit Is Gone 01:50 Catching Up on the S-1 04:28 The Q3 Numbers 05:24 Three Reasons for the Loss 06:54 The Restaurant Analogy 07:56 The $2 Billion Donation Match 09:19 The $895 Billion Bill 12:32 Where the Money Goes 14:18 Can Anthropic Pay for It? 16:38 Less Than 0.1% of Budgets 17:48 Is the IPO a Buy or a Sell? 22:14 Final Thoughts #anthropic #claude #ipo #ai #stocks == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571

AI stocks just had a brutal week. Google lost more than $500 billion in market value, Amazon fell 12% after hours on its earnings, and Intel had its worst day since 1974, all while the biggest tech companies reported record cloud revenue and promised to spend even more on AI next year. So is this the dot-com bubble all over again? Ejaaz walks through how the selloff started, why search and the open web are cracking, and who is really paying for the AI buildout. We also lay out the bear case (concentration, borrowing, VC-subsidized spending and the walls going up around Reddit and Amazon) and the bull case (real demand, cash-rich hyperscalers, labs with money in the bank, and what happened to the internet after 2000), and why this looks more like a correction than a collapse. == Timestamps 00:00 Is the AI Bubble Popping? 00:55 Big Tech Doubles Down 02:14 How the Selloff Started 03:11 Three Signals From Earnings 04:07 Search Is Breaking 04:59 Reddit Builds a Wall 07:20 The Overbuild Question 09:00 Who's Paying for It 10:13 Walls Around the Web 10:54 Amazon Blocks Meta's Muse 12:34 The Bear Case 13:46 The Bull Case 17:23 The Internet Still Won 18:51 Final Thoughts #ai #stocks #bubble #nvidia #google == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571

Google now has the number one AI model in the world. Gemini 4 Carbon tops the Artificial Analysis Intelligence Index two weeks after Gemini 4 Argon, and Google Cloud revenue more than doubled to $30.7 billion. So why did Alphabet stock open down nearly 12%? Search, the business that pays for everything, grew just 12% and fell below half of Google's revenue for the first time as AI Mode answers more questions and earns less per query. Add a quiet change to how Google charges advertisers, the exits of Jeff Dean and Demis Hassabis, and a paper loss on SpaceX, and the market isn't buying the comeback. Ejaaz thinks it's wrong. We also cover Genie 4, Google's new world model, which uses the cheaper Gemini 3.8 Flash as its planner; Microsoft offering buyouts to 60,000 employees, its own AI teams included; SK Hynix selling out its memory through 2029; and China's STAR 50 tech index falling more than 40% since June. == Timestamps 00:00 Google Has the #1 AI Model 01:58 Gemini 4 Carbon 03:51 Earnings: Cloud Doubles 04:39 Why the Stock Fell 12% 05:13 Search Drops Below 50% 06:29 $200 Billion in Capex 07:27 Can You Trust the Benchmarks? 08:19 The Ad Auction Change 09:42 Ads in AI Chat 10:29 Google's TPU Customers 11:55 Jeff Dean and Demis Hassabis 12:42 The SpaceX Loss 13:23 Genie 4 16:03 Microsoft's 60,000 Buyouts 18:40 SK Hynix Sold Out Through 2029 19:41 China's Tech Stocks and Final Thoughts #ai #google #gemini #stocks #earnings == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571

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 former chief data officer, ran AI agents against Anthropic under its bug bounty program. The front door held for days; the way in was business software Anthropic buys from other companies, and it led to meeting transcripts, salaries and Slack messages about its advanced models. Anthropic says it took several days, not 12 hours, and that nothing came near its model weights. Its own red-team lead says we may need to reinvent security every year. We also cover the Pentagon's feud with Anthropic, why Slack is where the AI labs keep their secrets, what last week's Black October has to do with it, and why older, cheaper models running 24/7 could put every company in the same spot. == Timestamps 00:00 Anthropic Hacked Again 01:08 Who Is Cathedral? 02:03 Through the Back Door 02:58 The Slack Warning 03:36 Anthropic Pushes Back 04:19 The Pentagon Grudge 08:06 Underplaying the Breach 10:05 Reinvent Security Every Year 12:44 Castle Defense 15:06 Final Thoughts: Third Parties 16:52 Hackers That Never Sleep 17:43 Nationalizing the Labs? 18:25 China and Closing Thoughts #ai #anthropic #cybersecurity #claude #hacking == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571

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 revenue outside AI data centers and that 200+ neoclouds face "guppy-level death." Citadel's Ken Griffin says there are "almost certainly bubbles." Chamath Palihapitiya says most AI spending is subsidized by venture capital. CoreWeave, Nebius and IREN are down more than 30% in a month. But each of them has a reason to say it, so Ejaaz digs into what's true, what's talking their book, and what investors should actually worry about. We also cover GPUs collecting dust in Amazon's warehouses, the 11th-hour bank talks behind Anthropic's record debt deal, why data centers take so long to switch on, and the bull case hiding in Anthropic's S-1. == Timestamps 00:00 Three Billionaires Call the Top 01:43 Chamath's Neocloud Warning 02:18 Elon Piles On 03:29 Where the AI Money Comes From 04:37 Neoclouds Take the Hit 05:29 GPUs Collecting Dust 07:20 Testing Chamath's Claims 10:17 The Debt Window Closes 14:10 Why Data Centers Take So Long 15:47 Where Elon Is Right 18:03 Where He's Talking His Book 19:40 The Bull Case 20:26 Final Thoughts #ai #elonmusk #spacex #aibubble #stockmarket == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571

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 a row, the headline number is an $80.7 billion loss, and everyone wants to know: is Anthropic actually making money, and are we in an AI bubble? Ejaaz came in skeptical and went through the filing. It's not what it looks like. We break down revenue that went from $41 million in 2023 to $16.3 billion in the first half of 2026, why Anthropic now makes about $2 for every $1 it spends on compute, 900% net revenue retention, Claude Cowork outpacing Claude Code, the $120.5 billion going to SpaceX for GPUs, $132 billion in cash and short-term investments, and why $72.4 billion of that loss is an accounting charge, not cash out the door. == Timestamps 00:00 The IPO Everything Hangs On 01:14 They're Crushing It 02:12 Revenue Finally Beats Compute 03:11 Who Pays Anthropic 05:11 900% Net Revenue Retention 06:53 Where the Money Comes From 08:45 Claude Cowork's Surprise 11:24 Anthropic's Big Predictions 13:56 The Bear Case 14:10 Half a Trillion in Compute 15:35 Elon's GPU Toll Booth 17:26 $132 Billion in the Bank 19:32 The $80 Billion Paper Loss 20:25 Final Thoughts 23:15 The Roko's Basilisk Meme #anthropic #ipo #claude #ai #aibubble == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571

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, carries over your Claude memory and connected apps, and comes to you with what needs your attention. Ejaaz has had early access for 48 hours: he maps a five-mile walk through streets he's never walked, prices a Shadowless Charizard with live eBay listings, and shows the Tasks tab it fills overnight. Then how it compares, what it costs, and whether you can trust it. We also cover the money behind the agent race: OpenAI's $30 billion round, DeepSeek's $15 billion raise, Meta's first negative free cash flow quarter since 2012, and why 2027 capex is shaping up to be enormous. == Timestamps 00:00 Claude Duet Is Finally Here 01:36 What Duet Actually Is 04:13 Demo: A Walk Through Manhattan 07:01 Demo: Pricing a Shadowless Charizard 07:49 It Reads Your Mind 09:08 The Tasks Tab 10:22 Duet vs Grok Bot, Dots and Muse 11:39 What It Costs 13:18 Can You Trust It? 14:29 The New Way to Use the Internet 19:05 OpenAI and DeepSeek Raise Billions 21:32 Meta Goes Cash-Flow Negative 22:49 The AI Capex Bet 24:17 Final Thoughts #ai #claude #anthropic #aiagents #claudeduet == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571

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 customer accounts, and they can't tell them apart from humans. At the same time, two critical bugs in PHP, the language behind an estimated 70% of websites, leaked before the patch was out, and the NSA, the FBI and Japan's prime minister told organizations to take their systems offline. Ejaaz breaks down what's happening, how the PHP flaw was found by AI and kept secret for months, the hacking group that used Claude and Grok agents against more than 400 Latin American financial targets, and why open-source models are the ones fighting back. Then the bigger questions: who is behind it, why AI agents are so hard to trace, and the steps you can take today to protect yourself. == Timestamps 00:00 All Hell Breaks Loose 01:58 The Worst 48 Hours in Cybersecurity 04:01 A Global Attack With No Source 04:59 AI Agents Inside U.S. Bank Accounts 06:20 Banks Can't Tell Humans From Agents 08:10 The Warning From the AI Labs 09:22 PHP2Shell: 70% of Websites 10:06 How AI Found the Bug 11:47 The Leak 12:27 Millions of Attacks 13:27 Open Models Fight Back 14:24 Claude and Grok Agents Hit the Banks 15:33 Governments Pull the Plug 16:45 How to Protect Yourself 18:12 Final Thoughts 18:44 Why This Is a Good Thing 19:47 AI Fighting AI 21:37 Why Can't We Trace AI Agents? #ai #cybersecurity #aiagents #banks #php == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571

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 and the first profit in its history. The surprise is where the money came from: AI. SpaceX has become the number one neocloud, renting compute to Anthropic and Google for billions of dollars a month, and its AI business now out-earns Starlink. Ejaaz breaks down the xAI pivot, how Elon brings 200,000 GPUs online a month, the power bottleneck, and Elon's projection of a $500 billion to $1 trillion annual run rate in 2027. Then the bigger picture: the SpaceX and Tesla merger committees, Starlink and StarMind, where Tesla's cars and Optimus robots fit, TeraFab's plan to build the biggest chip plant on Earth, and what could still go wrong. == Timestamps 00:00 Wall Street Wrote Off SpaceX 01:34 The IPO Hangover 02:10 The xAI Pivot 03:14 The $14.6B Quarter 04:42 How SpaceX Became the #1 Neocloud 06:26 200,000 GPUs a Month 07:14 The Power Bottleneck 08:58 Too Much Demand 10:12 Short-Term Leases at a Premium 10:59 The Red Flags 11:56 Tread Carefully: Share Unlocks 12:36 The Tesla Merger 13:53 Starlink and StarMind 17:04 Where Tesla Fits 19:41 TeraFab and the Chip Problem 21:03 What Could Go Wrong 23:37 Final Thoughts #spacex #elonmusk #tesla #ai #stockmarket == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571

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. == 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 == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571

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. == 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 == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571

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. == 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 == 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 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. == 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 == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571

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. == 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 == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571

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. == 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 == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571

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. == 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 == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571

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. == 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 == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571

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. == 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 == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promo...

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. ------ 🌌 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/ ------ 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 ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ 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.

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 latest hardware event, including the iPhone 18 Pro, Apple Watch updates, AirPods, and the foldable iPhone Duo. Last, we'll close with an AI-assisted breakthrough on the Navier-Stokes problem, along with a discussion of AI-assisted drug design and the broader implications of AI systems using more user data. ------ 🌌 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/ ------ TIMESTAMPS 0:00 AI Doomers 1:21 The Panic Behind AI 3:29 Reckless Labs, Real Fear 6:35 Viral Conspiracy Sparks 9:13 Apple’s AI Hardware Push 11:20 Watch as Trojan Horse 13:20 The Duo and Siri 16:37 Foldable Design Breakthrough 22:24 AirPods and Hidden Teasers 24:40 Duo Versus Pro 29:25 Navier-Stokes Falls 32:24 The Math Credit Battle 37:39 Science on the Cusp 40:14 Progress Feels Real 42:36 Living Through the AI Shift 44:58 Closing Thoughts on Change ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ 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.