In the Loop AI

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1. America Voted Against Data Centers: What the Midterms Mean for AI and Why It Might Be Good

   5 november 2026 · 22 min

   Afspelen
   On Tuesday, voters pushed back on AI data centers. Democrats won the House and the Senate, flipped governorships in Texas, Ohio and Georgia, and data-center restrictions passed in towns across the country. Goldman Sachs warns that 45% of planned US data-center capacity could be affected, and Texas alone is about a quarter of it. Ejaaz breaks down why an AI bull thinks the slowdown might actually be good for AI: no overbuild, data centers that pay their own way, and a race that rewards whoever uses compute most efficiently. Lees meer

   We also cover why voters turned on data centers (power, land and water), Gina Hinojosa's conditions in Texas, the water myth, the market's split reaction (stocks up, AI stocks down, Elon's companies hit hardest), the 10 to 15 gigawatts that may not come online, the new stakeholder in the AI money loop, and what it means for the race with China.

   ==
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   ==
   Timestamps
   00:00 America Hits Pause on AI
   01:34 Power, Land and Water
   02:38 Why Voters Turned
   04:18 What the Midterms Changed
   05:08 Texas Wants Data Centers to Pay
   07:07 A Bipartisan Backlash
   07:29 The China Problem
   08:34 The Water Myth
   09:55 Who Pays for Power
   10:39 The Market Reaction
   12:06 A New Stakeholder
   13:07 Good News for the Bears
   14:19 Stocks From Here
   15:34 Efficiency Wins
   17:24 AI Gets More Expensive
   18:03 US vs China
   19:51 Final Thoughts

   #ai #datacenters #midterms #elections #elonmusk

   ==
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2. Why Elon Is Rationing Grok Bot: Anthropic's Compute and the $60B Cursor Bet

   4 november 2026 · 23 min

   Afspelen
   Over the weekend, Elon Musk told a Grok Bot user that "the cost of serving Grok Bot was unsustainably high relative to revenue," and usage limits tightened for hundreds of thousands of paying users. Three days earlier he'd pointed out that Grok Bot has no free tier, and two weeks before that he said he'd never seen anything grow as fast. Ejaaz breaks down what's actually going on: SpaceX can rent the same GPUs to Anthropic, which pays $1.25 billion a month today and about $3.1 billion a month from December, while Grok Bot's hardest tasks run on Anthropic's own Claude Opus 5.5. Lees meer

   We also cover Grok Bot's rise to 600,000 daily users, the delays on Grok 4.8, the $60 billion Cursor acquisition, the trade-off between renting compute and running his own AI agent, the bear and bull case, and whether this is the first sign that AI is too expensive to sell at today's prices.

   ==
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   ==
   Timestamps
   00:00 Elon's Grok Bot Problem
   01:51 What Grok Bot Is
   03:48 How Grok Bot Took Off
   04:47 Grok's Model Problem
   06:18 The Contradiction
   06:58 The Landlord and the Tenant
   08:35 The $60 Billion Cursor Bet
   09:53 Rent the Chips or Run the Bot?
   10:50 Why AI Agents Matter
   12:46 Limits, Not a Shutdown
   14:01 The Bear Case
   17:46 The Bull Case
   19:15 Final Thoughts

   #elonmusk #grok #spacex #anthropic #ai

   ==
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3. Anthropic's Q3: The Profit Disappeared, the $895 Billion Compute Bill, and Why It's Still Bullish

   3 november 2026 · 25 min

   Afspelen
   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. Lees meer

   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

   ==
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4. Is AI the Dot-Com Bubble Again? $1 Trillion Gone, Record Earnings, Bull vs Bear

   2 november 2026 · 20 min

   Afspelen
   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. Lees meer

   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

   ==
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5. Google Has the #1 AI Model but the Stock Just Fell 12%

   30 oktober 2026 · 21 min

   Afspelen
   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. Lees meer

   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

   ==
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6. Anthropic Got Hacked Again: How Ex-DOGE Researchers Got Into Its Slack With AI Agents

   29 oktober 2026 · 20 min

   Afspelen
   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. Lees meer

   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

   ==
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7. Three Billionaires Just Called the AI Top: Elon, Ken Griffin, Chamath and What Each Stands to Gain

   28 oktober 2026 · 22 min

   Afspelen
   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. Lees meer

   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

   ==
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8. Anthropic's IPO Is Not What It Looks Like: Inside the S-1 and the $80 Billion "Loss"

   27 oktober 2026 · 25 min

   Afspelen
   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. Lees meer

   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

   ==
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9. Claude Duet is Here: Anthropic's 24/7 AI Agent (48 Hour Test)

   26 oktober 2026 · 25 min

   Afspelen
   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. Lees meer

   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

   ==
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10. Black October: AI Agents in Our Bank Accounts and the PHP Hack

    23 oktober 2026 · 25 min

    Afspelen
    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. Lees meer

    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

    ==
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