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Each week, Jack Houghton (CPO at Mindset AI) unpacks the latest news, research, and product trends shaping the future of artificial intelligence.
From OpenAI breakthroughs to unicorn startups, In The Loop delivers sharp, less than 20-minute episodes packed with insights for product leaders, engineers, and AI-curious innovators.
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Why Anthropic could be in trouble, OpenAI may be catching up & what they should do next (+ an apology!)
First off, we are so sorry for the upload process mistake. Thank you to everyone who notified us about the mistake. It won't happen again!
Anyway.....to the episode....
In February, Anthropic's revenue run rate was $14bn.
By the end of July it was reported at more than $65bn, ahead of OpenAI.
It's now said to want a $2 trillion valuation at its IPO, but I think it could be in trouble (or at least starting to slow down).
Its growth is slowing fast, the price of its product keeps falling, and it has signed up for about $400bn of computing it can't cancel.
In this episode of In The Loop, I'm going through why I think Anthropic's growth is plateauing, how OpenAI has been catching up by going after Anthropic's business customers, and what both companies will likely do next.
⏭️ Episode highlights
(01:07) – The founder who moved off Claude
(02:30) – Doubling time goes from 8 weeks to 17
(04:26) – Token prices down about 40% since March
(06:23) – The roughly $400bn bill Anthropic can't cancel
(08:12) – How OpenAI got to almost $70bn
(14:06) – Four things I expect to happen
(15:24) – What Anthropic and OpenAI must do
2 Oct 2026
What Jev, the new type of AI model actually is, how it works and how you can test it
Jev is a new kind of AI model that can't write anything. Instead it does the most important but most expensive thing the very best models do: make's decisions
It reads an email, a lead or a document, picks from answers you've written down, and does it in under a second for a fraction of the cost than your Claude & GPT subscription.
Nine days after it launched, the startup behind it, TypeSafe AI, was reported to be in talks to raise over a billion dollars, and OpenAI and Amazon and are just about to release their own versions.
In this episode of In The Loop, I'm walking through what the Jev model is, how it works, and the six ways people are already using it.
I also cover how to try it yourself in TypeSafe's playground and what a model this cheap does to the companies that charge by the token. The open question is how much of it lasts now the big labs have copied it.
⏭️ Episode highlights
(01:05) – What Jev is and how it works
(05:00) – Seven hundred adverts broken down for nine cents
(07:35) – Sorting email and leads as they arrive
(09:00) – Checking every paragraph against your style guide
(11:25) – Setting it up in TypeSafe's playground
(14:05) – What this means for the big AI labs
🔗 Links & resources
TypeSafe playground - https://console.typesafe.ai/playground
TypeSafe launch post, "Introducing System One Models & Jev" - https://typesafe.ai/blog/introducing-system-one-models-and-jev
TypeSafe add-on for Claude Code and other coding assistants - https://docs.typesafe.ai/agent-skill
Raphaëlle d'Ornano on Jev and AI economics, Decoding Discontinuity - https://www.decodingdiscontinuity.com/p/typesafe-jev-decision-models-ai-economics
Episode transcript with more resources on the Mindset AI blog
If you enjoyed this episode, rate, follow, and share. It helps others stay ahead of the latest AI trends.
18 Sept 2026
Why ALL major AI labs may slowing down AI development & whether it could work
Anthropic's Dario Amodei published an essay saying the whole industry has to slow down, and Musk, Altman and Hassabis all backed it inside a day.
In this episode of In The Loop, I'm going through what Amodei is actually proposing and whether it could work
⏭️ Episode highlights
(01:00) – OpenAI paused, then said nothing for seven weeks
(02:40) – The safety test that caused the break-out
(04:30) – Jacob Coxon resigns and gives up his equity
(06:20) – Amodei's two reasons for slowing down
(08:30) – The proposal, in plain language
(10:30) – The speed limit nobody can measure
(13:00) – The case against: liability, rivals and an IPO
(16:00) – The suppliers nobody has named
🔗 Links & resources
Dario Amodei, "We Must Pace the Frontier" - https://darioamodei.com/post/we-must-pace-the-frontier
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Podcast Authority Score: 66 / 100
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