In the Loop AI· Folge 211

THIS WEEK IN AI: NVIDIA Dominates Google | America vs Open Source | Tesla Starlink V5

Freitag, 24. Juli 2026 · 23 min

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In another jam-packed week in AI, we discuss NVIDIA’s Vera Rubin chips, Google’s latest disappointments, and the competition between US frontier labs and Chinese open-source models.
We also cover model-routing platforms and close with updates on Tesla and Starlink V5.
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TIMESTAMPS
AI Costs Crashing Down
Vera Rubin Lands
NVIDIA’s Market Edge
Google’s Disappointing Week
Google’s Chip Race
Open Source Under Fire
Model Routers Rise
Tesla’s Internet Network
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RESOURCES
Josh: x.com/JoshKale
Ejaaz: x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures⁠
Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

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