Show Notes
Nvidia CEO Jensen Huang just made two huge moves that might change how we think about AI risk entirely. First, a new agent safety platform engineered to catch and quarantine rogue AI agents in milliseconds, then a record-shattering $235 billion stock buyback that speaks volumes about how confident Nvidia is in where this is all headed. In The Loop host Ejaaz Ahamadeen breaks down how this new two-part safety system actually works, why Huang's stance is the opposite of what other AI labs are saying, and what a recent state dinner guest list reveals about who's really steering the US-China AI race.
More from In The Loop
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.
Host Ejaaz Ahamadeen breaks down how a $24 listening device, a digital trail of chatbot queries, and an internal OpenAI model led to a spy-movie style arrest.