Show Notes
OpenAI reportedly let go of almost half of its safety and alignment team, on the heels of a series of hacks tied to AI agents. What did those researchers know? Host Ejaaz Ahamadeen digs into the exits, plus the latest Muse boom, the video AI that's fooling its testers, and why Zuckerberg, Musk, Bezos, and Huang all signed the new White House accord on super intelligence.
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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.