Alle afleveringen
253 afleveringen, van nieuw naar oud
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Apple v. OpenAI: Trade Secrets and Corporate Espionage
14 juli 2026 · 28 min
Apple has filed a lawsuit against OpenAI over alleged trade secret theft related to future hardware plans and employee recruiting. Lees meer
With OpenAI’s reported device ambitions and Apple’s leak-detection practices, the broader competition for talent and proprietary information in AI has reached a boiling point.
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🌌 LIMITLESS HQ ⬇️EMAIL US: info@limitless.fm
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TIMESTAMPS0:00 OpenAI’s Secret Apple Grab
4:16 Poaching Engineers and Secrets
6:35 The Alleged Interview Scheme
9:06 Why Apple Fought Back
11:40 OpenAI Versus Apple Strategy
13:49 Apple’s Leak-Tracking Tactics
15:33 AI Hardware Meets Personal Data
17:34 Apple’s Own Security Problem
19:59 Why IP Is the New Gold
22:26 California’s Non-Compete Advantage
23:08 Is Apple Truly Worried?
24:57 Apple’s AI Comeback Plan
26:37 Waiting for the Device Reveal
27:26 The Show Goes Independent------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosuresJosh 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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THIS WEEK IN AI: Grok is Back, ChatGPT 5.6, Meta's New Models, China's Threats
10 juli 2026 · 30 min
🌌 LIMITLESS HQ ⬇️ Lees meer
EMAIL US: info@limitless.fm
NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
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So many new AI releases this week! Including xAI’s Grok 4.5 and OpenAI’s GPT 5.6, we discuss their coding, reasoning, and benchmark performance. OpenAI also introduced a new full-duplex voice mode, which lets users speak and listen at the same time, and may preview future AI interfaces.We also discuss Chinese AI labs building their own chips to reduce reliance on NVIDIA and imported hardware. And finally, a few updates on Meta’s new image and video models, ByteDance’s SeeDream image model, and Cloudflare’s payments API for micropayments and AI agent access.sis)
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TIMESTAMPS0:00 Grok Is Back
2:03 Cheap Intelligence Wins
3:51 Cursor Deal Pays Off
6:21 GPT 5.6 Arrives
10:05 Voice Mode Breakthrough
15:17 China’s Chip Push
20:32 Meta’s New Visuals
25:06 ByteDance Joins Image Gen
26:36 Cloudflare Opens Payments
28:21 Wrap-Up And Farewell------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosuresJosh 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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The Memory Trade: Samsung's Record Breaking Profit
9 juli 2026 · 28 min
Samsung’s brain-melting profits are clear evidence of the growing role of memory chips in the AI supply chain, with a focus on DRAM, NAND, and high bandwidth memory. Lees meer
Today we explore how Samsung and SK Hynix have gained pricing power as HBM demand strains factory capacity and pushes up costs for consumer devices.
We also cover the market reaction to recent earnings, including share declines even after Samsung reported record profits and beat estimates. We look ahead to the limited number of memory suppliers, slow capacity expansion, and the upcoming U.S. listing of SK Hynix.
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🌌 LIMITLESS HQ ⬇️EMAIL US: info@limitless.fm
NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 Samsung’s Memory Windfall
1:32 AI Memory Power Shift
3:42 DRAM, NAND, and HBM
5:13 The Black Hole for Memory
6:40 Bubble or Supercycle?
7:38 Consumer Costs Surge
10:19 Prices Keep Climbing
11:43 Why Supply Can’t Catch Up
13:04 Memory Hits Consumers
14:14 How Long Can It Last?
15:09 Supply Still Tightly Constrained
16:25 Cheaper Memory, More AI
17:10 Stocks Hit a Bear Market
18:44 Sell-The-News Shock
19:56 Lessons from Past Cycles
21:16 SK Hynix Goes Onshore
23:13 IPO Demand Explodes
24:29 Long-Term Outlook Holds------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosuresJosh 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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Understanding The Past Year in AI: 200th Episode Special!
8 juli 2026 · 31 min
🌌 LIMITLESS HQ ⬇️ Lees meer
NEWSLETTER: https://limitlessft.substack.com/
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In our 200th episode, we review nearly 200 transcripts to identify recurring themes and track how the AI landscape has changed over the past 14 months.Focusing on compute and memory as key AI investment themes, we revisit companies featured on the show and discuss future topics like specialized AI applications, local models, and space-based model training.
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TIMESTAMPS0:00 200th Episode Victory Lap
1:49 Early Bets Proven Right
3:44 Memory and Chip Windfalls
4:59 The Cursor Thesis Pays Off
5:34 Limitless Portfolio Returns
7:46 Where the AI Puck Goes
9:32 Trends Rising and Fading
12:57 Google’s AI Comeback
13:47 New Frontiers in AI
15:32 Space, Science, and Specialized AI
17:47 Turning Intelligence Into Value
20:15 Local Models and New Devices
22:45 Recursive AI and Geopolitics
24:56 Optimism for the Next 200------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosuresJosh 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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The Age of Inference: Etched Startup Proves the Next AI Hotspot
7 juli 2026 · 27 min
Inference is becoming more important than pre-training in AI chips, including how pre-fill and decode work and why more compute is shifting toward serving models. Lees meer
Today we walk through Etched’s ASIC system for transformer inference, its claims around efficiency and throughput, and the tradeoff between specialization and general-purpose GPUs like NVIDIA’s.
We also look at custom chip efforts from companies like OpenAI, Google, and Amazon, and argues that inference demand may keep growing as AI agents and long-running workloads expand.
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🌌 LIMITLESS HQ ⬇️EMAIL US: info@limitless.fm
NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
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TIMESTAMPS0:00 Inference’s New Frontier
2:14 Training Versus Inference
5:19 Etched’s Bold Bet
7:58 Building the Whole Rack
10:48 TSMC and the Hard Problems
13:29 Why Inference Matters
14:59 The Transformer Risk
17:02 OpenAI’s Jalapeno Chip
18:59 Why Accelerators Keep Winning
22:28 The Market Is Underpricing It
23:10 NVIDIA Is Still in the Game
24:56 Vertical Integration Wins------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosuresJosh 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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THIS WEEK IN AI: Fable 5 Returns, OpenAI Might Nationalize, Meta Sells Compute
3 juli 2026 · 41 min
We are so back. Anthropic announced the return of Fable 5, its safety updates, and related releases like Sonnet 5 and Claude Science. Lees meer
In other news this week, we look into Meta’s brain-to-text research, OpenAI reports, new inference hardware, and recent robotics demos.
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🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 Fable 5 Returns
3:12 Banned, Safeguarded, Back
7:58 Sonnet 5 And Science
11:33 Meta Reads Your Mind
14:11 Meta's Compute Pivot
17:17 OpenAI's Power Play
23:26 Etched's Chip Breakthrough
27:37 Memory Market Shock
31:02 Robots In The Home
36:54 Industry, Not Housebots
39:01 Episode 200 Milestone------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosuresJosh 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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The AI Energy Stack: The Actual Industry Winners
1 juli 2026 · 33 min
This is the long-awaited Energy Stack episode. The AI trade is shifting from GPUs to the power, wiring, and data center infrastructure needed to support them. Lees meer
Today, we cover Bloom Energy, optical networking companies like Lumentum and Corning, Marvell’s role in AI hardware, and neocloud providers such as Nebius, CoreWeave, and IREN.
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🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 GPU Bottleneck Shifts
0:37 Power Becomes the Constraint
3:15 Five-Year Grid Delays
5:47 Bloom’s Fast Energy Fix
9:54 Data Transfer Hits Limits
11:51 Light Replaces Copper
17:25 Power Delivery Gets Harder
18:22 Marvell Wins Power Design
20:35 Renting Compute at Scale
21:08 Nebius and NeoClouds
25:17 Compute Becomes an Asset
29:47 The Substrate Layer Ahead------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosuresJosh 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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GPT-5.6: OpenAI's New Model Cheated and Now It's Locked Away
30 juni 2026 · 28 min
In this episode, we discuss OpenAI’s restricted GPT-5.6, its model tiers, and questions raised by its benchmark results and reported behavior. We also cover pricing pressure from open source AI models, limited public access to frontier systems, and broader consolidation in the AI industry. Lees meer
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🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 GPT 5.6 Banned
1:46 Three New Models
4:51 Benchmarks and Politics
6:43 Cheating on Long Tasks
8:26 Cheaper Frontier AI
11:01 Hidden Risks Revealed
12:34 Closed Access Dilemma
14:26 Government and Public Gap
19:40 Encryption All Over Again
22:04 Waiting for the Framework
23:08 AI Talent Consolidates
24:13 Frontier Moves Faster------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosuresJosh 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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THIS WEEK IN AI: ChatGPT Built its Own Chip, Micron Soars, a24's $75m Google Deal
26 juni 2026 · 23 min
Today we're unpacking OpenAI’s plan to build its own custom AI chip—the Jalepeño—and what that means for its hardware strategy. Lees meer
We also cover Micron’s strong earnings, its ties to Anthropic, Meta’s next model timeline, and new developments from Google, Amazon, Anthropic, and Valar Atomics.
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🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 OpenAI’s AI Chip Move
2:46 Compute and Hardware Strategy
5:30 Micron’s Earnings Surge
11:03 Meta’s Mythos Model Delay
14:47 A24 Meets Google AI
17:51 Sam Altman Movie Standoff
19:02 Claude Tag Enters Slack
21:10 Newsletter and Sponsorship Call------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
The Quantum Computing Moment: The Last Tech Frontier
25 juni 2026 · 27 min
Quantum computing is shaping up to be the next major technology after AI, especially in the wake of U.S. efforts to speed up development and prepare for quantum security threats. Lees meer
So let's walk through the basics of qubits, the impact on encryption and Bitcoin, and the main companies and applications currently shaping the field.
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🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
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TIMESTAMPS0:00 Quantum’s Next Wave
3:04 How Qubits Break Encryption
6:35 Trump’s Quantum Executive Orders
9:31 Fault Tolerance Explained
12:11 IBM Enters the Race
15:47 Rigetti and D-Wave
18:33 Quantum’s AI Moment------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
The Point of No Return: GLM 5.2 Approaches the Frontier
23 juni 2026 · 30 min
The Chinese open-weight AI model GLM 5.2 compares with leading models from OpenAI and Anthropic on coding and development tasks. Lees meer
Today, we cover the shift toward cheaper AI models, the difference between open weights and closed models, and the U.S. government’s reported ban on Anthropic’s most powerful model after security testing.
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🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 China’s Open Source Comeback
3:05 Benchmarks and Cost
8:15 Markets
10:51 A Six-Month Model Gap
13:56 The Fable 5 Ban
15:56 Public Access and Competition
19:26 Open Source vs Open Weights
21:09 Multi-Model Routing Arrives
25:41 Regulation and the Road Ahead
28:31 Closing------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
THIS WEEK IN AI: Tension at World AI Summit, Snapchat Glasses, Meta's Crisis
19 juni 2026 · 39 min
We discuss Snap’s new AR glasses, AI governance at the G7, and Noam Shazeer’s move from Google to OpenAI. Lees meer
We also cover Anthropic’s Fable 5 being shut down, Microsoft’s use of a Chinese open-source model in Copilot, and Meta’s latest AI push.
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🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 Ridiculous AI Glasses
7:27 AI Summit Tensions
11:46 Noam Shazir Joins OpenAI
15:48 Anthropic’s Fable Shutdown
18:52 Microsoft Embraces Open Source
24:36 Meta’s AI Reorg Crisis
29:15 China’s New Coding Model
32:06 MidJourney Enters Medicine------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
The SpaceX Investment Thesis: Where We Are Now
18 juni 2026 · 30 min
Today we're following up on SpaceX’s public debut, its sharp rise in valuation, and whether the move signals a major opportunity or an AI bubble. With the small share float, the upcoming unlock schedule, and the possible impact of added supply on volatility, the stakes are only going to get higher. Lees meer
We also touch on SpaceX’s reported $60 billion acquisition of Cursor and its connection to AI development... And the big debate: is SpaceX better suited for short-term traders or long-term holders?
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🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 SpaceX IPO Shockwave
2:31 Massive Unlock Ahead
6:38 Cursor Deal Explained
9:51 Float and Sell Pressure
13:25 Who Sells First?
15:24 Six-Month Price Outlook
18:24 Long-Term Bull Case
20:26 Trillion Dollar Revenue
22:11 Elon’s Bigger Vision
26:35 Competitors and Closing Thoughts------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Updates From the #1 AI Investor: Leopold's NVIDIA & Anthropic Strategy
17 juni 2026 · 27 min
We discuss Leopold Aschenbrenner’s AI-focused portfolio, including his reported short on NVIDIA and large private investment in Anthropic. Lees meer
We also cover NVIDIA’s bond offering and the idea that the AI infrastructure trade is shifting toward power, networking, and data-center buildout rather than just chips.
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🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
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RSS FEED: https://limitlessft.substack.com/------
TIMESTAMPS0:00 Leopold’s AI Portfolio
1:24 NVIDIA Short Explained
3:43 Bond Deal Breakdown
7:35 Why He Rotated
9:19 Anthropic Surprise Stake
12:19 Next Infrastructure Wave
14:28 Picking the Winners
17:55 Optics and Fiber Edge
22:00 Bubble or Not?
23:25 Energy Is the Bet
24:47 Closing Thoughts------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
The United States of Claude: Government Bans Fable 5
16 juni 2026 · 29 min
This is a turning point for AI. Today, we discuss Anthropic’s release and quick withdrawal of its Fable 5 and Mythos 5 AI models after a U.S. export-control notice raised national security concerns. Lees meer
We also cover the reported jailbreak, Amazon’s role in escalating the issue, and what the episode suggests about government involvement in access to frontier AI models.
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🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
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TIMESTAMPS0:00 Intro
1:16 The Government Pulls Fable
5:26 Frontier Goes Backward
9:36 Amazon Sounds the Alarm
11:33 Types of Jailbreaks
14:55 Frontier Labs Logic
18:00 Politics and Security
27:29 History Is Happening Now------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosuresJosh 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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THIS WEEK IN AI: SpaceX IPO TODAY, AI 1 Satellite, Claude Fable 5
12 juni 2026 · 36 min
This Week in AI, we discuss SpaceX as a possible buy ahead of a major IPO, focusing on its valuation, Starlink growth, and the company’s plans for space-based AI data centers. Lees meer
We also cover OpenAI’s reported data center deal and S-1 filing, Anthropic’s Fable 5 model, and Apple’s WWDC updates on Siri.
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🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 SpaceX IPO Frenzy
3:19 AI Data Centers in Space
8:38 Starlink’s Explosive Growth
14:26 Hardware Scaling Advantage
17:00 Valuing SpaceX’s Future
22:09 OpenAI’s Gigawatt Gamble
26:40 Fable 5 and Safety
29:35 Siri’s Big Comeback
33:18 Closing Thoughts and Reactions------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
AI Loops: How the World's Best Engineers Use AI
11 juni 2026 · 31 min
AI Loops have taken over our timeline as a more autonomous way of using AI models, alongside prompting, agents, and harnesses. Lees meer
Today, we compare practical use cases, note how AI runtimes have expanded to hours or days, and talk about costs, enterprise limits, and the human role in higher-level work.
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🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
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TIMESTAMPS0:00 AI Autonomy Ladder
1:49 From Prompts to Agents
4:59 Understanding AI Loops
10:35 Why Autonomy Is Rising
15:46 Human Taste Still Matters
20:38 The Cost of Intelligence
25:25 Recursive Self-Improvement
27:32 Four Rungs Explained
29:41 Closing------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Claude Fable 5: The Most Impressive AI Model Ever
10 juni 2026 · 31 min
Today, we discuss Anthropic’s new model release, focusing on the balance between stronger AI capabilities and tighter safety restrictions. Let's unpack some demos of visual reasoning, gaming, and enterprise use cases, along with benchmark results and limits around biology, chemistry, and cybersecurity. Lees meer
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🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
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TIMESTAMPS0:00 Anthropic’s New Frontier
2:24 Examples
8:04 Demos
13:58 Benchmark Stats
17:33 The Mythos Model
25:37 Pricing and Compute Limits
28:57 Long-Horizon Workflows------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
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.Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Apple WWDC 2026: Finally Delivering on AI Promises
9 juni 2026 · 36 min
This year, we got what we came for. Apple’s WWDC 2026 focused on improving AI, especially Siri’s new capabilities, on-device models, and privacy-centered request handling. Lees meer
With new AI features in Photos, Apple Maps’ 3D Gaussian splats, and Apple’s broader position in consumer AI, maybe Apple AI will finally come through.
------
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TIMESTAMPS0:00 Apple WWDC 2026
2:15 Siri Gets Context
7:45 Developer AI Unlock
11:35 New Practical Features
14:30 Under the Hood
21:29 Photos and Maps
25:51 Future Hardware Plans
30:21 Apple’s Long-Term Bet
31:21 Tim Cook’s Legacy------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
THIS WEEK IN AI: Microsoft Build, NVIDIA at Computex, New Glenn Explosion
5 juni 2026 · 32 min
Today, we're covering Microsoft Build, including its new AI models and concept hardware, as well as NVIDIA’s latest announcements at Computex. We also discuss Blue Origin’s New Glenn test failure, Cloudflare’s bot traffic data, and updates from OpenAI, Grok, and Google. Lees meer
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TIMESTAMPS0:00 Microsoft’s AI Hardware
7:07 Nvidia’s Hardware Blitz
11:53 Jensen's Next Pick
14:11 Blue Origin New Glenn Failure
17:15 Bots Outnumber Humans
20:39 OpenAI’s Compute Crunch
27:11 Grok’s New Coding Layer
29:45 Google Raises More Cash------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Hijacking Instagram: Behind The Massive AI Exploit
4 juni 2026 · 25 min
A Meta AI account-recovery exploit let attackers trigger password reset links for Instagram and Facebook accounts through social engineering. Lees meer
With this backdrop, we explore security risks for AI systems, including prompt injection, and close with advice on stronger authentication and safer account practices.
------
🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 Meta AI Hack
2:35 How The Scam Worked
5:11 Two-Factor Fails
7:57 The Confused Deputy
9:30 Meta’s Security Failure
13:18 White House Response
17:32 How To Protect Yourself
22:14 Bigger AI Threats
23:55 Closing Thoughts------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
SpaceX, OpenAI, and Anthropic IPOs: AI's Reckoning
3 juni 2026 · 28 min
SpaceX, OpenAI, and Anthropic have all filed for their upcoming IPOs. This speaks pretty heavily to the scale of projectedAI capital spending. Lees meer
We also cover changing index rules, the size of the raises compared with past market cycles, and Anthropic’s revenue growth and business case.
------
🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 IPOs and AI Spending Surge
1:30 SpaceX Leads the Filing Rush
3:39 Index Rules Bend for IPOs
7:13 Anthropic’s Explosive Growth
12:24 Google Raises War Chest
17:52 OpenAI Joins the Race
19:26 Physical Limits on AI Buildout
22:54 Robotics and Orbital Data Centers
23:30 Which IPOs Excite Them Most
26:36 Closing Thoughts and Wrap-Up------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Dell's Comeback is the Perfect AI Case Study
2 juni 2026 · 28 min
We discuss Dell’s incredibly impressive price action rally, after its focus on AI infrastructure, and NVIDIA’s latest hardware announcements. We also cover the push toward local and private AI use, along with Dell’s earnings and strong AI server sales. Lees meer
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TIMESTAMPS0:00 Dell’s AI Comeback
1:34 Private to Public
2:18 Picks and Shovels
4:19 Vera Rubin Goes Live
7:02 AI on Your Desktop
10:16 The New Laptop War
13:01 Open Source Strategy
16:10 The Bubble Landscape
19:02 Trump's Involvement
22:24 Why Dell Matters
26:09 Consumer AI Hardware------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
THIS WEEK IN AI: Pope Approves Anthropic, Comparing AI Plans, Starcloud SpaceX Partnership
29 mei 2026 · 24 min
We need to discuss Meta’s new subscription plans for Instagram, Facebook, WhatsApp, and AI. Then we'll compare them with offerings from Google, Claude, ChatGPT, and X. Can Meta justify its AI spending? If not, what possible fallback strategies can they lean on? Lees meer
We also explore StarCloud’s planned orbital data center, Cognition’s funding round, a new agentic coding benchmark, Pope Leo’s AI manifesto, and Snowflake’s post-earnings stock jump.
------
🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 Meta’s New AI Subscriptions
2:51 Comparing Subscription Tiers
9:23 Meta’s Revenue Pressure
10:30 SpaceX Goes Orbital AI
13:42 Cognition's Big Raise
15:37 The AI Pope
18:37 New Benchmarks, New Winners
20:30 Snowflake’s SaaS Comeback------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
How Gavin Baker Invests in AI, and Where the Bubble is Going Next
28 mei 2026 · 29 min
In this episode, we discuss Gavin Baker’s view that AI is a super cycle, with the biggest opportunities in infrastructure, chips, memory, and power rather than software. Lees meer
It's interesting to pit him against Leopold Aschenbrenner, who has taken a higher octane approach to similar overarching theses.
Gavin's portfolio includes Astera Labs, Cerebras, NVIDIA, Micron, and Unity Software. DYOR!
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TIMESTAMPS0:00 AI Infrastructure Thesis
1:47 Gavin’s Track Record
2:57 Bottlenecks in Chips
5:26 Unity and World Models
7:40 Inference
11:20 Four AI Constraints
17:35 Energy and Space Compute
19:08 This Isn’t Dot-Com
24:10 Supply Constraints
26:06 Conclusion------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Encouraging Athletes to Take Steroids: Bryan Johnson's Enhanced Games
26 mei 2026 · 23 min
In this episode, we discuss the Enhanced Games in Las Vegas, where athletes were allowed to use performance-enhancing drugs under medical supervision, including the event format, prizes, and rules. Lees meer
We also highlight a new world record swim in the men’s 50-meter freestyle, other event winners, and the mixed results for enhanced versus natural athletes. Finally, we look at the event’s business side and its connection to biotech, AI, and future enhancement and medicine.
------
🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 Enhanced Games Unveiled
2:58 Can Drugs Break Records?
5:34 Rules, Stacks, Side Effects
7:59 Ethics Of Enhancement
9:47 Natural Winners
14:12 The Business
17:35 Biotech Acceleration
21:31 What It Means For Sports------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
The Story of Cursor: The Fastest AI Company and Massive Comeback
25 mei 2026 · 21 min
Things people aren't talking about enough: Cursor’s rapid growth, its role as an AI coding harness, and the data and training advantages that may support its moat. Lees meer
With the reported SpaceX and xAI deal, there's a real possibility of combining Cursor with Grok and large-scale compute.
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TIMESTAMPS0:00 The Cursor Story
1:54 The Harness Moat
4:51 Budgets and Data
8:59 The Deals
12:31 The Vision
14:58 Concerns
17:23 Final Takes------
🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROUNDUP: Anthropic Pays Elon $45B, SpaceX Files $1.75T IPO, Claude Mythos Hacks Apple
22 mei 2026 · 29 min
Three of the biggest deals in AI history all hit in the last 48 hours. SpaceX filed for a $1.75 trillion IPO, the biggest ever. Anthropic signed a deal to pay Elon $1.25 billion a month to train Claude on his GPUs, $45 billion total through 2029. And Anthropic is now projected to be profitable by next month, beating OpenAI to it.
We break down the S1 filing, the 30% retail float, the insider unlock structure, and why Antonio Gracias is about to become absurdly wealthy. Then we get into Cursor's $60 billion acquisition by SpaceX, why Michael Truell is about to be the youngest billionaire alive, and how Composer 2.5 (built on an open-source Kimi base) is beating Opus 4.7 and GPT 5.5 at a fraction of the cost.
Plus: Claude Mythos cracking Apple's M5 chip in five days for $35,000, China's GPU race, OpenAI's rumored IPO filing, and Karpathy joining Anthropic. Lees meer------
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TIMESTAMPS00:00 SpaceX Partners With Anthropic
06:43 Anthropic's Shocking News
08:55 SpaceX IPO Filing Here!
14:12 The New Youngest Billionaire
17:48 Claude Mythos Hacked Apple
21:30 China Summit Failure?
24:34 OpenAI IPO FIling This Week??
25:25 Andrej Joins Anthropic------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Google I/O 2026: Their Next Big Thing Is Finally Here
20 mei 2026 · 29 min
Google I/O 2026 was packed full of announcements, but we need to determine whether the company is keeping pace with OpenAI and Anthropic. Lees meer
We cover Gemini Omni, Gemini 3.5 Flash, and Gemini Spark, along with Google’s updates to Search, YouTube Search, and its new AI glasses. Let's examine Google’s broader product strategy and see if it merits its spot as one of the largest companies in the world.
------
🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 Google i/o
1:00 Omni’s World Model
3:24 Gemini Flash
13:48 Gemini Spark
17:12 AI Search
19:49 Google AI Pro
21:24 AI Strategy Dilemma
23:58 Glasses and Hardware
26:37 Closing------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Leopold is Back: 13F Filings Reveal a New Bet
18 mei 2026 · 32 min
Leopold Aschenbrenner is back with his latest 13F filing and his sharp shift from bullish to bearish on major AI and semiconductor names like NVIDIA, AMD, and Broadcom. Lees meer
Although these positions date back to Q1, we can use this to explore his long positions in power, infrastructure, and data center-related companies. More importantly, we need to find out where the puck is moving next.
------
🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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POLYMARKET | #1 PREDICTION MARKET 🔮
https://bankless.cc/polymarket-podcast------
TIMESTAMPS0:00 Leopold the Bear
1:26 Massive Semiconductor Short
3:35 CoreWeave and Energy
6:08 Changing Thesis
9:30 The Strategy
12:07 New AI Bottleneck
16:31 Where the Trade Breaks
20:38 Retail Versus Trader
23:58 Energy and Infrastructure
25:59 Stack-Wide Opportunity
28:25 Closing------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
THIS WEEK IN AI: Google's AI Laptop, Everyone Goes to China, Thinking Machines
14 mei 2026 · 32 min
This week, we saw Google’s new AI-focused laptop, Gemini’s growing role across Google services, and Google’s reported work with SpaceX on space-based data centers. Lees meer
We also cover Isomorphic Labs’ $2.1 billion raise, a Chinese mecha robot, and new developments from Thinking Machines Labs, Anthropic, OpenAI, and the Sam Altman-Elon Musk disputes.
------
🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 Googlebook
6:48 Google’s SpaceX Deal
10:51 Isomorphic Labs
15:19 Robot Giants
17:16 Thinking Machines
21:45 Anthropic’s Voided Deals
25:19 China Summit
29:56 Leopold Next------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Memory Could Be the Last Great Investment of this AI Cycle
13 mei 2026 · 25 min
There has been a surge in memory stocks and memory ETFs, with AI inference demand reshaping the market and perhaps reshaping the entire memory industry. Lees meer
Micron, SK Hynix, and Samsung are interesting plays with their supply constraints, rising memory needs, and signs that shortages are starting to affect consumer devices.
------
🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 Memory Companies
5:03 Inference Demand
6:52 Supply Constraints
10:58 Key Players
14:55 Market Conditions
20:04 Forecasting
23:31 Closing------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Cerebras IPO: The Tech Breakthrough That Could Change Everything
12 mei 2026 · 22 min
Cerebras is an AI chip company set for a groundbreaking IPO, and its revolutionary chip that could accelerate the development of AGI from 15 years to just 5. Lees meer
We explore the implications of their unique chip architecture within the context of their partnership with OpenAI. As Cerebras positions itself to raise $4.8 billion, we analyze how its innovations could disrupt NVIDIA's monopoly and shape the future of the AI market.
------
🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 Intro
1:30 Cerebras Chip Design
3:22 OpenAI's Investment
5:29 IPO
7:37 Inference vs. Training
11:59 Memory
13:34 Distribution
16:17 The Bear Case
18:04 The IPO Landscape
20:50 Investment Strategies
22:04 Closing Thoughts------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
THIS WEEK IN AI: Anthropic SpaceXAI Deal | Elon vs OpenAI Trial
8 mei 2026 · 30 min
There's now a surprising alliance between SpaceX and Anthropic, as they team up to challenge OpenAI after Musk’s unexpected pivot from criticism to collaboration. The $5 billion deal for Anthropic to utilize SpaceX's Colossus One data center aims to meet their escalating compute demands. Lees meer
We also discuss Anthropic's new AI templates for financial services, a significant $200 billion Google partnership, and other industry developments like floating data centers.
------
🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 SpaceXAI Anthropic Deal
9:43 Elon vs OpenAI Trial
15:39 Anthropic Templates
21:23 Google Anthropic's Deal
24:58 Audio AI
26:08 Robotics
27:07 Hantavirus
28:39 Closing------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Making Sense of the AI Cycle: Where are We Now?
7 mei 2026 · 29 min
Today, we're analyzing the soaring performance of semiconductor stocks fueled by the AI boom, spotlighting gains from SanDisk and Micron. With the substantial increase in tech giants' capital expenditure projections, now exceeding $800 billion, we can project out the trickle-down effects across the layers of the AI ecosystem. Lees meer
From potential bubble concerns, insights from thought leaders, and the future of memory supply in powering AI applications, we're going to get to the bottom of this AI cycle.
------
🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 AI Investment Insights
3:40 Flow of AI Capital
5:46 The AI Layer Stack
9:47 Rise of Agentic AI
12:29 Demand for CPUs
14:33 Memory
20:54 AI Infrastructure
24:19 Navigating the AI Market------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
The OpenAI Phone is Coming... With an AI Operating System
6 mei 2026 · 27 min
OpenAI's phone, led by iPhone architect Jony Ive, is set to launch in 2027-2028. With a goal of shipping 40 to 50 million units, we explore the implications of an AI-first operating system that redefines user interaction. Lees meer
We compare OpenAI's consumer-focused strategy to Anthropic's enterprise approach, discuss the challenges of competing with Apple, and ponder the hurdles for user adoption.
------
🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 OpenAI Phone
1:28 Features and Design
3:01 AI Operating System
5:10 Supply Chain and Production Concerns
6:09 Johnny Ive's Design Influence
8:58 Market Competition and Consumer Interest
11:53 OpenAI's Strategic Roadmap
14:27 Anthropic’s Shift to Financial Services
20:20 Comparing OpenAI and Anthropic
24:39 Future of AI-First Hardware
25:40 Final Thoughts and Speculations------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Everyone Needs to Use OpenAI Codex... Until Claude Mythos Comes Out
5 mei 2026 · 31 min
Let's examine the fierce competition between AI coding tools Anthropic's Claude and OpenAI's Codex. As Codex emerges with robust updates, we discuss user experiences and showcase demos comparing game development and dashboard creation. Lees meer
Highlights include Codex's superior interface and innovative features like auto-review and Chronicle. We also explore the broader implications for AI integration in coding tasks.
------
🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 Claude vs Codex
3:25 Image Generation Capabilities
4:52 Long Horizon Autonomy
8:55 Chronicles
10:19 Demo
16:49 Dashboard Creation Challenge
20:30 The AI Model Harness Explained
24:27 The Future of AI Tools
26:20 Claude Mythos
27:26 Verdicts------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
THIS WEEK IN AI: Massive Quarterly Earnings, Anthropic's Project Deal, Cursor SDK
1 mei 2026 · 39 min
We tackle the strong earnings reports from Google, Amazon, Meta, and Microsoft, propelled by AI and cloud growth. Google sees a 94% earnings per share surge, while Amazon's AWS boasts 28% growth. Lees meer
Meta raises revenue by 33% through AI advertising, and Microsoft reports a 40% increase in Azure. We also discuss innovative AI projects like Anthropic’s transaction trial and 11 Labs’ music licensing.
------
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TIMESTAMPS0:00 Earnings in Tech History
3:41 Google
6:22 Amazon
10:15 Cash Flow
14:47 Meta
18:16 Microsoft
22:22 Apple
26:07 Anthropic Project Deal
28:06 Cursor's AI Agent Harness
30:06 Eleven Labs
38:16 Closing------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
The Trial Begins: Elon vs Sam Altman
30 april 2026 · 23 min
The courtroom showdown between Elon Musk and Sam Altman over OpenAI has begun, with stakes hitting $850 billion and potential damages of $134 billion. As Musk claims he was foundational to OpenAI’s success, Altman’s defense counters with narratives of Musk's bitterness following his exit. Lees meer
We uncover intriguing diary entries from co-founder Greg Brockman that cast doubt on OpenAI's nonprofit ideals.
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🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
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APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED: https://limitlessft.substack.com/------
TIMESTAMPS0:00 The Trial of the Decade
1:51 The Power Struggle
2:55 Testimonies Begin
5:56 The Smoking Gun
7:48 Compelling Arguments
13:51 The Stakes of the Trial
16:56 Peter Thiel's Perspective
19:35 The PR Implications
20:58 Closing Thoughts------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
China Blocks $2B Meta's Acquisition of Manus. It's Getting Real
28 april 2026 · 23 min
The fallout from Meta's $2 billion acquisition of AI startup Manus, haz beencomplicated by the founders' detention in China and a government order to reverse the deal. Lees meer
We discuss the implications for US-China relations, the rise of China’s independent AI ecosystem, and the strategic challenges facing Meta CEO Mark Zuckerberg.
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🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
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APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED: https://limitlessft.substack.com/------
TIMESTAMPS0:00 Intro
1:13 China's Bold Move
3:57 The Stakes for Meta
5:15 China's Strategy Shift
12:46 China's Energy Advantage
13:38 Open Source Models
19:22 The Future of Meta and China
21:19 AI as a Bargaining Chip------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Owning the Future: USVC Explained with Ankur Nagpal
27 april 2026 · 20 min
This 20-min convo with the General Partner of USVC explains how you can invest in Anthropic, OpenAI, and other private deals. Lees meer
Until now, it's been extremely difficult to invest in SpaceX if you're not an accredited investor.
USVC is trying to change that.
$500 minimum. No accreditation.A real fund holding:
- SpaceX (20% via xAI)
- Anthropic
- OpenAI
- Crusoe, Vercel, Sierra, LegoraWe unpacked:
- the backlash
- how the fee structure actually works
- why NAV matters (a lot)------
🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
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TIMESTAMPS0:00 Intro
0:47 The Purpose of USVC
3:02 NAV and Pricing
8:20 OpenAI Case Study
10:02 AngelList
12:07 Fee Structure Explained
14:03 Portfolio Overview
17:57 Roadmap------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
THIS WEEK IN AI: Chat GPT-5.5 Beats Claude Mythos, SpaceX Cursor Rumors, Google's New TPU's
24 april 2026 · 34 min
Big week this week. We discuss the launch of OpenAI's ChatGPT 5.5, showcasing its exceptional coding and problem-solving capabilities that surpass competitors like Claude Mythos. Highlights include its implications for fields like mathematics, innovative applications such as a space mission simulator, and a 3D dungeon game. Lees meer
We also cover industry news on SpaceX's partnership with Cursor, Amazon’s investment in Anthropic, and emerging competition from Chinese open-source models.
------
🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
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RSS FEED: https://limitlessft.substack.com/------
TIMESTAMPS0:00 Launch of ChatGPT 5.5
4:53 Comparing with Mythos
5:30 Inference and Pricing
7:27 New Applications
11:04 Impressive Capabilities
13:01 Beyond Coding
15:30 SpaceX Partnership
25:23 Anthropic's Funding
26:35 Rise of Open Source Models
28:12 Anthropic vs Figma
30:44 President's Comments on AI------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
The Unknown Tech that Enables AGI: Claude Mythos and NVIDIA's Next Generation
23 april 2026 · 22 min
We explore the game-changing release of Claude Mythos and NVIDIA's Blackwell chip, a leap toward artificial general intelligence (AGI). We discuss AI hardware evolution, the rise of "neoclouds," and the ethical implications of Mythos. Lees meer
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🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
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TIMESTAMPS0:00 The Rise of Claude Mythos
1:18 The Power of Hardware
3:56 The Evolution of AI Models
5:55 Accelerating Towards AGI
9:41 Defining AGI and Its Implications
14:59 The GPU Market Dynamics
17:26 The Role of Neoclouds
19:06 Inference and Its Importance
19:56 Future Prospects and Challenges------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ChatGPT Images 2.0: We Tested Everything (It's Amazing)
22 april 2026 · 26 min
OpenAI's GPT Images 2.0 is out, and it's pretty wild what it can do. Lees meer
Remember ghibli-gate? Remember when it couldn't write words? Things are changing so fast these days.
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🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 ChatGPT Images 2.0 Unveiled
2:24 Realism
4:42 Design Applications
6:59 Professional Use
8:55 The Risks of Misinformation
16:27 Benchmarks
18:37 Digital and Physical Worlds
22:55 The Future of Visual AI
25:03 Closing Thoughts------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
BREAKING: Apple Announces New CEO John Ternus, VP Hardware
21 april 2026 · 23 min
Wow. It's finally happening. Tim Cook is resigning as Apple CEO after 15 transformative years, during which the company experienced a 2,000% stock increase and reached a $4 trillion market cap. Lees meer
We examine the challenges Apple faces in the AI sector and the potential of new CEO John Ternus to revitalize hardware innovation. With Cook's departure highlighting a shift in leadership, we reflect on his legacy and the exciting possibilities for upcoming AI-driven products.
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🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 Tim Cook Steps Down
1:10 The AI Challenge
2:28 Meet John Ternus
6:44 Apple's Biggest Challenges
12:29 Apple's $1 Billion Deal
13:47 The Hardware Advantage
17:55 Potential New AI Devices
20:52 Transitioning Leadership
21:26 Legacy------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
THIS WEEK IN AI: Claude Opus 4.7, Allbirds AI Rebrand, Leopold's Bet Pays Off
17 april 2026 · 31 min
Big Week in AI. We discuss Anthropic's Opus 4.7, its most advanced AI model, which surpasses GPT 5.4 but is overshadowed by the upcoming Claude Mythos. We cover Allbirds' surprising stock surge after pivoting to GPU provision, and highlight trader Leopold Aschenbrenner's $2.5 billion gains in AI investments. Lees meer
We also touch on Microsoft's partnership with Anthropic and U.S. national security concerns regarding AI. Finally, we introduce an innovative gene control device, reflecting on the rapid advancements in technology.
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🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 Opus 4.7 Release Review
13:02 Microsoft and Claude Integration
14:39 Allbirds' AI Pivot
16:39 Leopold Update
19:57 Jensen Huang Plays Defense
25:23 Spacex Engineers Spinning Out
29:29 Closing Thoughts------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
OpenClaw Overview: Which AI Agent Should You Use?
16 april 2026 · 25 min
Let's explore the world of claws: tools that streamline digital tasks into a single interface. By comparing offerings from Anthropic, OpenAI, and Google, we determine which is the best for you to use. Lees meer
Highlights include the user-friendly OpenClaw and Claude for task automation, Meta's acquisition of Manus for AI marketing, and Perplexity’s model-agnostic approach.
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🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
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TIMESTAMPS0:00 Claws 101
3:57 OpenAI
5:16 Anthropic
8:00 Meta Manus
10:46 Perplexity
14:00 Opensource
14:26 Customizing OpenClaw
18:04 Real-World Applications
19:10 AI Integration
22:35 See Ya!------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
The Next Era of Space: Every Player You Need To Know
15 april 2026 · 22 min
Let's explore the dynamic space industry, highlighting NASA's $20 billion Moon settlement investment, SpaceX's $1.75 trillion IPO, and Amazon's $11.6 billion Global Star acquisition. Lees meer
We discuss NASA's successful Artemis 2 mission, rising private players like Rocket Lab, and innovations in lunar infrastructure and satellite imagery.
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🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
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TIMESTAMPS0:00 Space Industry Breakthroughs
1:52 Comparing NASA and SpaceX
2:51 The Space Economy's Growth
7:40 Amazon's Strategic Moves
11:55 Lunar Infrastructure Opportunities
14:50 Satellite Imagery
16:05 Future of Space Investments
19:38 Recap and Future Outlook------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Behind Apple's AI Smart Glasses: Their Last Chance (and Greatest Hope)
14 april 2026 · 25 min
Apple's rumored upcoming AI glasses, codenamed N50, are set to redefine wearable tech with a display-less design and enhanced Siri integration. We analyze the competitive landscape, focusing on Meta's Ray-Ban smart glasses and emerging rivals from Snap and Google. Lees meer
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🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 Apple’s AI Glasses
3:21 Apple’s Supply Chain
6:24 The Foldable iPhone
9:02 The Future of AI Glasses
11:34 Meta’s Struggles in Hardware
16:01 Google’s New Approach
19:36 Market Potential and Competition
22:58 Closing Thoughts------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
THIS WEEK IN AI: Real Anthropic Revenue, Meta Muse Spark, OpenAI's Next Model
10 april 2026 · 34 min
Meta's MuseSpark is a new an AI model potentially impacting over 3 billion users, and worth comparing performance with Claude Opus and GPT. Lees meer
We also address Anthropic's revenue surge from a Google deal, highlight public unease about AI, and explore a new robotic lamp for household chores.
Finally, we touch on SpaceX's TeraFab project with Intel, poised to transform AI chip production.
------
🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/
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TIMESTAMPS0:00 Meta's MuseSpark
0:43 Merging AI with Personal Data
1:35 The Idea of Personal AGI
4:06 Visual Intelligence in Action
7:16 Ethical Concerns of AI Models
10:10 Anthropic's Revenue Controversy
14:07 Accounting Practices Under Scrutiny
15:07 OpenAI's Next Big Model
20:15 Data Centers and Public Sentiment
23:30 Innovations in Household Robotics
26:55 SpaceX's AI Chip Manufacturing
31:23 Society's Divide on AI Progress
33:11 Weekly Tech Roundup Conclusion------
RESOURCESJosh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures