In the Loop AI

In the Loop AI

By In the Loop AIBusinessTechnologyInvesting
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In the Loop AI episodes

  • THIS WEEK IN AI: Real Anthropic Revenue, Meta Muse Spark, OpenAI's Next Model

    Meta's MuseSpark is a new an AI model potentially impacting over 3 billion users, and worth comparing performance with Claude Opus and GPT. 

    We also address Anthropic's revenue surge from a Google deal, highlight public unease about AI, and explore a new robotic lamp for household chores. 

    Finally, we touch on SpaceX's TeraFab project with Intel, poised to transform AI chip production.

    ------
    🌌 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 Meta's MuseSpark
    0:43 Merging AI with Personal Data
    1:35 The Idea of Personal AGI
    4:06 Visual Intelligence in Action
    7:16 Ethical Concerns of AI Models
    10:10 Anthropic's Revenue Controversy
    14:07 Accounting Practices Under Scrutiny
    15:07 OpenAI's Next Big Model
    20:15 Data Centers and Public Sentiment
    23:30 Innovations in Household Robotics
    26:55 SpaceX's AI Chip Manufacturing
    31:23 Society's Divide on AI Progress
    33:11 Weekly Tech Roundup Conclusion

    ------
    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

    35 min
  • Google Just Made Their AI Free, Private, and Yours (Gemma 4)

    Google’s groundbreaking AI model, Gemma 4, lowers the cost of generative AI to around $80, allowing users to run it offline on devices like Raspberry Pi. We explore its advanced features, such as object recognition in video, and discuss how local model operation democratizes access while enhancing privacy. 

    How does Gemma 4 compare to top models like Claude and ChatGPT? With its multimodal capabilities and effectiveness on low-spec devices, honestly, it keeps up.

    ------
    🌌 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 Gemma 4
    3:12 OpenClaw vs. Gemma 4
    5:49 Survival AI
    7:21 Jailbreaking
    8:03 Smartphone
    9:13 Model Specs
    14:54 Cost Efficiency
    16:33 Open Source AI
    19:14 Local AI Models
    20:34 Google's Master Plan

    ------
    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

    26 min
  • Anthropic's Claude Mythos Just Broke Containment (Full Story)

    Some pretty alarming implications surround Anthropic's Claude Mythos AI model, which was withheld from public access after revealing thousands of security vulnerabilities. The AI actually breached containment, emphasizing the urgent need for strong cybersecurity measures.

    ------
    🌌 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 The Rise of Claude Mythos
    1:41 Unexpected Breakout
    3:49 The Sandwich Incident
    5:21 Exploits and Vulnerabilities
    8:04 The Power of Collaboration
    10:45 Future of AI Access
    15:20 The Ethical Dilemma
    17:00 The Blackwell Revolution
    18:58 A New Era of Intelligence
    23:32 The Impending Impact
    25:15 Speculating on Mythos

    ------
    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

    27 min
  • OpenAI Has Been Losing Its Edge to Anthropic. But Not For Long.

    Let's examine OpenAI's $122 billion raise and new acquisitions while they put others in the graveyard. We discuss the shift from data centers to cloud resources in response to competition from Anthropic and the implications of Sora's costly shutdown.

    With a potential $1.2 trillion IPO on the horizon, we explore leadership tensions over timing and strategy, alongside insights on the upcoming model Spud and Sam Altman's post-AGI vision.

    ------
    🌌 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 OpenAI's Comeback Story
    0:33 The Graveyard of Failures
    2:37 Competition with Anthropic
    4:11 The Closure of Sora
    5:06 Leadership Challenges
    6:06 Behind the Scenes of OpenAI
    12:28 The Path to IPO
    17:41 The Stakes of Success
    18:50 Sam's Vision for the Future

    ------
    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

    21 min
  • THIS WEEK IN AI: Qwen 3.6 is Scary Good, OpenAI's Record-Shattering Fundraise, Oracle Layoffs

    We explore China's advancements in AI with Qwen's new models outperforming leading competitors. We discuss OpenAI's historic $122 billion fundraising round and investor shifts towards rivals like Anthropic. 

    Plus, we cover Oracle's layoffs, Meta's AI glasses, and a revolutionary electromagnetic AI chip design. Finally, we highlight Valor Atomics’ valuation surge after a $450 million raise for their modular nuclear reactors.

    ------
    🌌 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 Intro
    3:33 Model Innovations
    4:21 Understanding Vibecoding
    7:06 Jipu's Competitive Edge
    9:00 Google’s Gemma 4.0 Launch
    10:14 OpenAI’s $122 Billion Round
    15:59 Anthropic's New Features
    18:48 Microsoft’s Shift to Claude
    22:04 Electromagnetic AI Models
    24:21 Oracle's Layoffs
    26:51 Meta Glasses
    29:22 Valar Atomics' Raise

    ------
    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

    33 min
  • NASA's Artemis II Launched, But It Should Have Been a SpaceX Mission

    NASA's historic launch is putting four astronauts on a mission to orbit the moon for the first time in 53 years. We explore the advanced technologies behind this achievement, the high costs of the Artemis II mission compared to SpaceX, and the ambitions of both organizations for lunar colonization. 

    We look at the crew’s extensive food menu but wrap with a discussion on future moon settlements, and why NASA should consider outsourcing.

    ------
    🌌 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 Launching Towards the Moon
    4:20 Reflecting on 53 Years of Silence
    5:15 The Cost of Space Exploration
    8:33 Comparing NASA and SpaceX
    9:54 Future Missions and Lunar Colonization
    11:18 The Moon's Resources and Potential
    12:34 Phased Plans for Lunar Outpost
    14:00 The Astronauts' Menu
    14:59 Toilet Troubles in Space
    16:51 Visuals of Spacecraft Evolution
    18:11 The Future of Space Travel
    24:43 Closing Thoughts and Optimism for Space

    ------
    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

    26 min
  • Anthropic Just Leaked Their Entire Claude Roadmap by Accident (What's Coming Next)

    There has been another major security breach at Anthropic, this time revealing their CloudCode source code and upcoming features like Kairos and Buddy. We discuss the implications of this leak, born from a simple mistake, and its impact on Anthropic’s reputation and valuation. 

    Plus, we highlight the potential for innovation within the open-source community from the leaked code and share updates on Claude’s future models, including Mythos and Capybara.

    ------
    🌌 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/

    ------
    POLYMARKET | #1 PREDICTION MARKET 🔮
    https://bankless.cc/polymarket-podcast

    ------
    TIMESTAMPS

    0:00 The Big Leak Unveiled
    1:25 How It Happened
    3:55 Upcoming Features
    12:04 Security Concerns
    17:18 Brand Impact
    20:20 Closing Thoughts

    ------
    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

    23 min
  • Claude Mythos: Anthropic's Leak That's Too Dangerous to Release

    Everyone's losing their minds over the leak of Anthropic's advanced AI model, Claude Mythos, and its cybersecurity implications. We also touch on competitors like OpenAI’s Spud and Google’s Agent Smith amid the intense race for AI innovation. 

    This leak raises critical security concerns, impacting market reactions and highlighting challenges in the AI industry.

    ------
    🌌 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/

    ------
    POLYMARKET | #1 PREDICTION MARKET 🔮
    https://bankless.cc/polymarket-podcast

    ------
    TIMESTAMPS

    0:00 AI Breakthroughs and Leaks
    1:20 Claude Mythos Unveiled
    3:55 Cybersecurity Concerns
    6:20 Market Reactions
    7:54 Predictions for AI Models
    10:03 OpenAI's New Direction
    13:31 Google’s Agent Smith
    16:05 The AI Landscape

    ------
    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

    18 min
  • THIS WEEK IN AI: Google TurboQuant, OpenAI Ends Sora, SpaceX IPO

    Time to dive into the impact of Google's TurboQuant algorithm on memory stocks, enhancing AI performance while shaking market valuations. We analyze OpenAI's challenges with Sora and its strategic pivot towards AGI Deployment. 

    We also discuss a potential $2 trillion SpaceX IPO and Apple’s restrictive App Store updates affecting AI innovation. Finally, we touch on Meta’s ambitious market cap target amidst layoffs and Josh’s surprising new role as an AI music producer.

    ------
    🌌 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 Market Shock
    1:14 Google's TurboQuant Breakthrough
    4:40 Memory Market Reactions
    6:35 OpenAI's Sora Shutdown
    13:49 OpenAI's Focus Shift
    14:58 SpaceX IPO Rumors
    17:52 Apple vs AI Vibe Coding
    24:59 Google and Apple's Strategic Moves
    27:13 Meta's Ambitious Goals
    28:19 Unveiling Josh's Music Secret
    34:17 Future of AI Music

    ------
    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

    36 min
  • Everyones Losing Their Minds Over The Stock That Gets You Anthropic, OpenAI, and SpaceX

    What's behind the the meteoric rise of the Fundrise Innovation Fund? From $31 to $575 per share within a week, we uncover whether the surge is driven by genuine opportunities or market hype. 

    With heavy investments in AI and data infrastructure, we discuss the implications for the IPO market as excitement builds around potential listings from firms like SpaceX.

    ------
    🌌 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/

    ------
    POLYMARKET | #1 PREDICTION MARKET 🔮
    https://bankless.cc/polymarket-podcast

    ------
    TIMESTAMPS

    0:00 The Strategy Behind VCX
    2:40 Investment Breakdown
    6:52 Financial Engineering Explained
    10:00 SpaceX IPO: What to Expect
    11:45 Alternatives to Fundrise Exposure
    15:26 The Future of AI IPOs
    16:41 Closing Thoughts

    ------
    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

    18 min

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