In the Loop AI

Nvidia's board is reportedly preparing to oust Jensen Huang after The New York Times reported a second affair, this time with an Nvidia executive who reported to him, on top of his alleged relationship with a suspected Chinese spy. Ejaaz walks through the evidence, from the halted Commerce probe to the $7.5 billion in chips that reached China through a network of fronts, asks who could replace him, and why the real story is what an Nvidia without Jensen means for the entire AI economy.
We also cover Anthropic's IPO roadshow and what may become the largest raise ever, CoreWeave's earnings and the case for older GPUs, what AI data centers are paying their local communities, Google's Gemini Carbon and two new TPUs, and Meta's cheapest model yet.
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Timestamps
00:00 Jensen Huang's Worst Week
00:43 The Damning Evidence
02:12 From Denny's to the Top
03:06 The Second Affair
04:23 Who Replaces Jensen?
05:35 $7.5 Billion in Chips
06:21 Did He Know?
07:33 The Dwarkesh Debate
08:27 The AI Economy Runs on Jensen
09:33 What Happens Next
10:08 The Labs Look Elsewhere
11:18 Anthropic's IPO Roadshow
14:30 A Record $100 Billion Raise
15:28 Anthropic's Bold Claims
17:39 CoreWeave Proves the Bears Wrong
19:52 Data Centers Pay Their Way
21:35 Gemini Carbon and Two New TPUs
23:10 Meta's Cheapest Model
24:15 Final Thoughts
#nvidia #jensenhuang #anthropic #ai #coreweave
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Anthropic just released Claude Fable 5.2, the new number one AI model in the world, and its own system card says it isn't Anthropic's most powerful model. Ejaaz breaks down what Fable 5.2 can actually do, from protein design and robots to remote work, AAA games built in minutes, visuals made entirely of code, a business plan from one prompt and an operating system built by 1,000 agents, and why Anthropic deliberately held back the model's ability to speed up AI research.
We also cover the strategy behind the release: the growing gap between public and internal models, the METR review, the tit-for-tat race with OpenAI and GPT-6.2 Astra, and the new IPO terms (825 million shares at $70 to $78) as Anthropic heads into IPO week with the best model in the world.
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Timestamps
00:00 Anthropic Is Hiding Its Best AI
01:10 Why Release It Now?
03:35 How We Got Here
05:08 The Benchmarks
05:48 Built for Medicine
07:17 Robots
08:38 Remote Work
09:23 AAA Games in Minutes
10:50 Visuals Made of Code
13:00 A Business From One Prompt
14:36 An OS From Scratch
15:44 Why Hide the Best Model?
20:09 Baiting OpenAI
21:30 Racing to Self-Improvement
22:32 The IPO Details
24:30 Final Thoughts
#ai #anthropic #claude #fable52 #ipo
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Nvidia CEO Jensen Huang has admitted to an affair with Alice Huang, a Megaspeed executive US intelligence believes was recruited by China's Ministry of State Security. Her alleged goal: get Jensen to lobby Washington to loosen export controls on AI chips. Ejaaz walks through how we got here, from a party in Taipei and a $2 billion GPU deal to a classified memo, Jensen's email to staff and the Nvidia board's investigation.
We also cover the bigger questions: did Jensen know, why the Commerce Department didn't act, the web of companies buying Nvidia chips near China, Jensen's case for selling chips to China, and the four fronts of the US-China AI race: chips, power, people and models.
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Timestamps
00:00 Jensen Huang's Spy Scandal
02:26 Who Is Alice Huang?
04:14 The Memo and the Plane
04:59 The Story Breaks
05:33 Jensen's Email
06:17 Did She Influence Him?
07:34 Nvidia's Board Responds
08:30 The Megaspeed Web
10:25 Why Didn't Commerce Act?
12:04 Jensen's China Argument
15:04 Chips vs Compute
16:14 China's Four Fronts
18:25 Shenzhen and What's Next
19:53 Final Thoughts
#ai #nvidia #jensenhuang #china #chips
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OpenAI has gone quiet while Anthropic takes the spotlight with its blockbuster IPO, and its flagship agent, Dots, landed with a shrug. Ejaaz digs into why. Under the hood, OpenAI has been cooking: ChatGPT now handles about a fifth of Google's search volume, it added 200 million weekly users in two months, and it just poached Claude Code's product lead and an early Anthropic growth hire within days. Meanwhile GPT-6.2 Astra is waiting in the wings.
We also cover the other side: a funding round cut from $30 billion to $20 billion, a valuation trimmed to $1.25 trillion, a compute crunch that slowed Dots, Stargate and SoftBank's slide, OpenAI's decision to let Anthropic IPO first, GPT-6 Cyber, ChatGPT's $1 billion ad business, and the "Ram Altman" saga. Is this OpenAI's Hail Mary, or the quiet before its next big move?
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Timestamps
00:00 Stop Ignoring OpenAI
01:03 GPT-6.2 Astra Is Coming
01:45 Not as Rosy as It Seems
02:21 OpenAI's Real Numbers
02:58 A Fifth of Google's Searches
04:17 Poaching Claude Code's Leaders
05:25 Back on the Frontier
06:15 The Jarvis Strategy
06:58 GPT-6 Cyber
07:33 Selling Ads in ChatGPT
08:53 Dots and the Compute Crunch
11:36 Why OpenAI Is Waiting to IPO
13:57 Ram Altman
16:23 The Bear Case Is Healthy
17:22 Owning the Front Door
18:55 Cheap Enough Intelligence
19:43 Final Thoughts
#ai #openai #chatgpt #anthropic #samaltman
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The stock market just lost $2 trillion in 40 minutes, and AI stocks took the worst of it. Intel is down more than half since October, AMD fell 17% in a day, and memory and cybersecurity names went red with them. Ejaaz breaks down why it happened (valuations, the ROI question and the midterm vote on data centers) and why he thinks the market is wrong: demand for AI is still climbing, with GPU rental prices up as much as 106% since July while token prices fell 58%.
We also cover where the money went (Apple, Amazon and Microsoft held up), Black October, Nvidia as the bedrock of the AI trade, the memory-stock bear case, why AI agents need far more CPUs, Palantir's record quarter, the fridge and blood-bank hacks, China paying a premium for Nvidia GPUs, how little the Fortune 500 spends on Claude, Big Tech's buyouts and Anthropic's IPO valuation.
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Timestamps
00:00 $2 Trillion in 40 Minutes
00:51 Where the Money Went
01:32 Why the Market Is Wrong
02:47 Black October
03:32 Intel's 50% Drop
04:57 The Midterm Effect
06:15 The Bull Case
07:07 Nvidia, the Bedrock
08:34 GPUs Are Worth More Than Ever
10:09 The Memory Stock Problem
12:04 Intel, AMD and the CPU Boom
14:28 The Skeptic's Case
15:49 Cybersecurity Goes Red
17:32 China Wants Nvidia GPUs
18:42 The Long View
21:26 The Bear Case
23:19 Anthropic's Valuation
24:12 Final Thoughts
#ai #stockmarket #nvidia #intel #amd
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