Ejaaz Ahamadeen
Appears in 151 Episodes
THIS WEEK IN AI: GPT Astra, OpenAI vs Cursor, The Truth About Data Centers
It's time to cover another busy week of AI releases, including OpenAI Astra, new concerns about model safety, and Sam Altman’s comments on water use and data centers. ...
The ChatGPT Breakout Was Way Worse Than We Thought..
Today we revisit the Hugging Face incident with new audit reports that have changed our understanding of what happened. Internal models used tools and hidden communica...
THIS WEEK IN AI: Nvidia Acquires HuggingFace, Leopold vs SEC, New Waymo Chip
We cover NVIDIA’s record earnings, strong GPU demand, and its position in the AI chip market, along with reported moves involving Hugging Face and open source AI. We a...
Ox Alpha Revealed: China's GLM-5.3-Flash Gave Away Free AI
We discuss the World Humanoid Olympics in China, where humanoid robots competed in human-style events and set new performance marks. We also cover autonomy, reward-bas...
Robot Olympics 2026: China's Robots Just Broke Human World Records
We discuss the World Humanoid Olympics in China, where humanoid robots competed in human-style events and set new performance marks. We also cover autonomy, reward-bas...
THIS WEEK IN AI: OpenAI Pauses Research, Huge Medical Breakthrough, Unitree IPO
This week in AI, we discuss OpenAI’s pause on reinforcement learning training amid safety concerns, including a model reportedly showing misalignment and possible conc...
Which AI Should You Actually Use? Claude vs ChatGPT vs Grok vs Gemini (2026 Guide)
We discuss the fast-changing AI model landscape and how users are increasingly choosing models based on cost, convenience, and specific tasks. We compare major closed...
The $7 Billion AI Middle Man: Stripe Buys OpenRouter
We discuss two major AI infrastructure moves: Stripe’s reported multibillion-dollar acquisition of OpenRouter, and Cursor’s launch of Origin as a GitHub alternative. ...
New 13F Filings: Leopold's Ghost Portfolio and The Shifting AI Trade
Today we review major 13F filings and what they show about positioning across the AI stack, including memory, chips, power, and infrastructure. We highlight concentrat...
THIS WEEK IN AI: Grok Bot (and 4.6), AI Watermarks, Deepseek Strategy, Selling the Lakers
This week we discuss Grok 4.6, GrokBot, and DeepSeek V4 Pro, along with the implications of their benchmark results and capabilities. We also cover neocloud earnings,...
The NVIDIA Bank: Jensen's $500B Wall Street Deal and GPUs as an Asset Class
We unpack the massive $500 billion financing commitment tied to NVIDIA GPUs. Does this represent a new financing structure or a circular trade? We also cover the risks...
Zuck's Open Source Playbook: Meta Muse Glimmer and 14-Page Manifesto
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The AI Cyber Attack Era: 3 Weeks, 3 Hacks
With three AI cyber incidents involving a gym booking exploit, an OpenAI model reportedly coordinating through hidden channels, and Anthropic’s Mythos 5 allegedly atte...
THIS WEEK IN AI: Google's Big Change, AI Keeps Breaking Out, OpenAI vs Apple
This week, we cover major leadership changes at Google’s AI teams, including Demis Hassabis stepping back and Jeff Dean leaving to start Discovery Loop, an AI company ...
Making Sense of SpaceX's First Earnings Report
Space just dropped it's first earnings report, showing strong Starlink growth and the company’s expanding role in AI compute and infrastructure. In the context of heav...
Situational Awareness: The Full Story of Leopold's Collapse
Leopold Aschenbrenner’s massive liquidation event followed heavy leverage and losses in its AI infrastructure bets. Today, we discuss the July timeline, the sale of th...
THIS WEEK IN AI: Leopold's Fund Collapses, Nvidia Backs Ilya, Slowing Down AI
Leopold Aschenbrenner’s AI-focused fund may be facing major losses, along with rumors of position changes tied to its AI exposure. We also discuss Safe Superintellige...
The Memory Selloff: Record Profits, Collapsing Stocks
Today, we need to discuss the sell-off in AI and memory stocks, including sharp declines in Korean equities and SK Hynix despite insane earnings. We also cover the fr...
SpaceX Stock Crashed. Starship Flight 13 Didn't.
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Why Claude Opus 5 is Our Favorite AI Model (For Now)
Anthropic’s Claude Opus 5 is blowing us away with its visual and agentic capabilities, benchmark performance, and role as a strong general-purpose model. We compare i...
