In The Loop

AI stocks just had a brutal week, with nearly $1 trillion wiped off Google, Amazon and Intel even as Big Tech posted record cloud revenue. Host Ejaaz Ahamadeen breaks down how the selloff started, who is paying for the AI buildout, and the bear and bull case for whether this is the dot-com bubble again or a correction.

Gemini 4 Carbon now tops the Artificial Analysis Intelligence Index and Google Cloud revenue more than doubled, yet Alphabet stock opened down nearly 12% as search fell below half of revenue. Host Ejaaz Ahamadeen breaks down why AI is eating search, Google's ad auction change, its TPU customers and why the market may be wrong.

A months-old start-up founded by former DOGE staffers used AI agents to get inside Anthropic through third-party business software, reaching meeting transcripts, salaries and Slack messages. Host Ejaaz Ahamadeen breaks down who Cathedral is, how the back door worked, why Anthropic is pushing back and why every company should worry.

Elon Musk, Ken Griffin and Chamath Palihapitiya all called the top of the AI trade in the same week, as CoreWeave, Nebius and IREN fell more than 30% in a month. Host Ejaaz Ahamadeen breaks down what's true, who's talking their book, and what investors should actually worry about, from idle GPUs to a closing debt window.

Anthropic just filed its S-1 ahead of what could be the biggest IPO in history, and the headline number is an $80.7 billion loss. Host Ejaaz Ahamadeen goes through the filing, from revenue that hit $16.3 billion in the first half of 2026 to $132 billion in cash, and why most of that loss isn't cash out the door.

Anthropic just launched Claude Duet, a 24/7 personal agent that works on its own computer in the cloud and comes to you with what needs your attention. Host Ejaaz Ahamadeen tests it for 48 hours, compares it to Meta Muse, OpenAI Dots and Grok Bot, and breaks down the billions behind the AI agent race.

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.