Show Notes
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.
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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.
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.
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.
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.
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.