In the Loop AI

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253 afleveringen, van nieuw naar oud

  1. This Week in AI: Nvidia "Acquires" Groq, Meta Buys Manus, Gemini is the Biggest App

    31 december 2025 · 25 min

    Afspelen
    Nvidia's $20 billion deal with Groq could totally change AI infrastructure. Meanwhile, Meta's purchase of Manus AI might not be so bullish. Lees meer

    We celebrate Google’s Gemini app dethroning ChatGPT and discuss Alphabet's acquisition of Intersect for better energy control. Plus, insights from Andre highlight the future of generative AI in shaping user experiences.

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    TIMESTAMPS

    0:00 Nvidia's $20 Billion Acquisition
    0:49 Understanding Grok's Inference Technology
    10:11 Meta's Latest Acquisition
    12:10 The Rise of Manus AI
    15:53 Google Takes the Lead with Gemini
    21:46 Google's Strategic Energy Acquisition
    22:05 Andre Carpathy's LLM Year in Review
    23:57 Wrapping Up the Year

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    RESOURCES

    Josh: https://x.com/JoshKale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  2. 2025 AI Awards: Ranking the Best and Worst AI Companies This Year

    29 december 2025 · 39 min

    Afspelen
    Welcome to the first annual Limitless AI Awards show where we're ranking the biggest Winners and Losers in AI. You’re either getting the crown… or the dunce cap. 🏆🧢 Lees meer

    2025 was pure AI chaos: surprise rookies, biggest flops, unhinged drama, and one hidden “Model of the Year” pick that might start a war in the group chat.

    We go category-by-category: Rookie of the Year, Biggest Flop, Moat Builder, Model Most Likely to Make You Rich, Model of the Year, Biggest Loser, and AI Company of the Year, and we didn’t pre-align on answers… so the reveals are real. Drop your winners/losers in the comments and tell us what we got wrong (we can take it).

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    Chapters

    00:00 Introducing The Awards Show
    04:34 Biggest Flop
    07:41 Best Comeback Story
    10:04 Most Likely To Make You Rich
    12:32 Best AI Stock Of The Year
    14:49 Moat Builder Of The Year
    17:31 Biggest Waste Of Money
    20:20 Most Unhinged Drama
    23:54 Monopoly Man Award
    26:10 Model Of The Year
    29:31 Product Of The Year
    32:20 Biggest Loser Of The Year
    36:01 AI Model Of The Year

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    RESOURCES

    Josh: 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

  3. We Stepped Inside a Memory from 2005 (Apple SHARP Gaussian Splats)

    24 december 2025 · 29 min

    Afspelen
    Gaussian splatting is a groundbreaking technology that overlays past images onto current scenes for immersive 3D experiences. Lees meer

    We discuss its potential to transform Hollywood productions, reduce costs, and enhance gaming. Splatting could actually redefine our interactions with technology and memories. Straight out of Black Mirror.

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    TIMESTAMPS

    0:00 Introduction to Splat Technology
    6:59 Live Demo of Splatting
    11:11 Usa Cases
    19:40 Splat as a Bridge Between Realities
    22:16 Merging Digital and Physical Worlds
    25:38 The Future of Wearable Technology

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    RESOURCES

    Josh: 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

  4. Why the Markets Ignore Amazon: AWS, Robotics, and AI Chips (Trainium 3)

    23 december 2025 · 33 min

    Afspelen
    Believe it or not, Amazon has some hidden strengths in AI, especially with the groundbreaking Trainium 3 chip and significant data center expansions. We discuss advancements in robotics and challenges with TSMC's manufacturing. Lees meer

    With promising partnerships and interesting market outlooks, we'll definitely be keeping an eye on Amazon moving into 2026.

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    TIMESTAMPS

    0:50 Amazon's AI Chips Revolution
    3:35 The Asymmetric Bet of 2026
    4:08 Tranium 3: A Game Changer
    6:28 Comparing AI Chip Technologies
    11:02 AWS: The Profit Engine
    13:15 Amazon's Massive Data Center Plans
    13:50 The AI Factory Concept
    16:20 Amazon's Robot Revolution
    19:08 Automation and the Future Workforce
    23:22 Amazon's AI Strategy Unveiled
    25:43 The TSMC Challenge
    30:30 The Hidden Upside of Amazon
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    RESOURCES

    Josh: 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

  5. This Week in AI: China's Lithography Heist // The Lunar Mass Driver // $15 Billion Deals

    19 december 2025 · 29 min

    Afspelen
    ASML has a clear lithography market dominance, but it faces potential competition from a Chinese prototype. We introduce challenger Substrate, highlight Elon Musk’s lunar mass driver concept, and critique Waymo's fundraising amid competitive pressures. Lees meer

    We also analyze Amazon's $10 billion investment in OpenAI and the challenges of sustaining AI operations, along with Google’s Gemini 3 release and OpenAI’s image generation model.

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    TIMESTAMPS

    0:00 The Invisible Monopoly
    2:17 China's Breakthrough
    4:48 Competing Technologies
    5:24 Dependency on ASML
    9:44 Lunar Mass Driver
    10:52 Energy and AI
    11:45 Waymo Fundraising
    14:19 Amazon and OpenAI
    15:14 Circular Economy
    16:47 Gemini 3 Flash
    23:08 Advances in Organ Preservation
    26:40 Recap of the Week

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    RESOURCES

    Josh: https://x.com/JoshKale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  6. Tesla Rolls Out Full Self-Driving: How Your Car Can Make You Money

    17 december 2025 · 31 min

    Afspelen
    Tesla began launching of fully autonomous driverless Robotaxis in Austin, marking a pivotal moment in self-driving technology. Competition between Tesla and Waymo heats up, but one thing is for sure: society is changing. Lees meer

    Josh’s relays his personal experiences with Tesla FSD, and we delve into the cost-efficient Cybercab's potential to transform urban living and vehicle ownership, alongside Tesla's safety statistics and future AI integrations.

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    TIMESTAMPS

    0:00 Intro
    2:24 The Rise of Unsupervised Driving
    5:17 Introducing the RoboTaxi
    7:09 Tesla vs. Waymo
    11:06 Form Factor
    14:02 The Data Advantage
    15:58 The Neural Network
    19:04 Future of Transport
    22:13 The Economics of Cyber Cabs
    22:57 Safety in Self-Driving
    25:22 Transforming Urban Landscapes
    29:06 Idle Compute Power
    29:48 The Future of AI in Cars

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    RESOURCES

    Josh: https://x.com/JoshKale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  7. OpenAI's Existential Crisis: Are GPT 5.2 and a $1B Disney Deal Enough?

    16 december 2025 · 16 min

    Afspelen
    Despite the launch of ChatGPT 5.2, there is turmoil at OpenAI, coming amid $20 billion losses and fierce competition from Claude and Google's Gemini. CEO Sam Altman’s "code red" signals urgency, especially with a $1 billion AI content deal with Disney. Lees meer

    We discuss user experience concerns, noting only 5% of users are paying subscribers, and the potential impact of ads on retention. Do you still use ChatGPT?

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    TIMESTAMPS

    0:00 OpenAI's Survival Struggles
    1:34 GPT 5.2
    5:50 Financial Challenges
    8:38 Billion Dollar Disney
    9:50 Subscription Models
    13:56 The Future of OpenAI

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    RESOURCES

    Josh: https://x.com/JoshKale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  8. This Week In AI: Why SpaceX's $1.5 Trillion IPO is Undervalued

    12 december 2025 · 34 min

    Afspelen
    SpaceX's upcoming $1.5 trillion IPO is undervalued. Why? Four words. Data centers in space. We analyze Elon Musk's vision for using Starlink satellites to enhance AI capabilities, the U.S.-China GPU rivalry, and Google's new Project Aura eyewear. Lees meer

    We also highlight Noose Research's impressive AI model breakthrough. Tune in for insights on these groundbreaking developments shaping the future of technology!

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    TIMESTAMPS

    0:00 SpaceX's $1.5 Trillion IPO
    1:02 Starlink's AI Data Centers
    3:32 SpaceX's Unique Position
    7:14 The Monopoly of SpaceX
    8:08 The Risk and Reward
    8:41 Science Fiction Becomes Reality
    13:36 Communication in Space
    16:43 AI Data Center in Space
    17:20 Proof of Concept
    19:36 GPU Wars: USA vs China
    25:18 Google's New Glasses
    29:18 Open Source Breakthrough
    31:08 Conclusion: Future of AI

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    RESOURCES

    Josh: https://x.com/JoshKale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  9. The AI Dark Horse: Anthropic's $300B Secret Formula

    10 december 2025 · 31 min

    Afspelen
    Anthropic's revolutionary coding AI, Claude, is transforming coding output and user interactions. With explosive revenue growth, projected to reach $10 billion this year, they have some serious competitive positioning against tech giants. Lees meer

    They've got a $52 billion partnership with Google, and coders love Claude. Especially with features like as its ‘planning mode.’ We also touch on Anthropic's anticipated IPO and what it means for the future of AI.

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    TIMESTAMPS

    0:00 Intro
    1:48 The Rebel House of AI
    3:11 Coding
    5:03 Claude's Release
    10:50 Ephemeral UI
    11:46 Personal AGI
    14:38 The Future of UI and Coding
    17:46 Funding and Partnerships
    23:08 The Road to IPO
    25:47 Potential Risks Ahead
    29:02 The Impact of Anthropic

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    RESOURCES

    Josh: https://x.com/JoshKale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  10. Revealing Elon’s Secret AI Trading Bot: Is It Worth It?

    9 december 2025 · 27 min

    Afspelen
    The groundbreaking Alpha Arena experiment involved eight AI trading models against each other. Grok 4.2 emerges as the standout winner, achieving 60% profit in just two weeks despite the volatility that affected many competitors. Lees meer

    What does this experiment mean for you? With strategies and behavioral patterns, we need to question the balance between AI trading success and necessary human oversight.

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    TIMESTAMPS

    0:00 Intro
    1:39 Season 1 Results
    2:39 Transition to Season 1.5
    4:22 Mystery Model Revealed
    5:55 Competition Breakdown
    8:09 Insights from Competition
    9:56 Model Trading Styles
    12:16 AI Personalities in Trading
    14:11 Comparing Model Performances
    16:36 Limitations and Future Potential
    19:53 Trusting AI with Investments
    24:20 Future of AI Trading Tutorials

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    RESOURCES

    Josh: 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

  11. Sam Altman Issues a "Code Red." The Tides Are Shifting In AI.

    5 december 2025 · 34 min

    Afspelen
    OpenAI Issues a Code Red, and Anthropic prepares for an outrageous IPO. Lees meer

    Meanwhile, Amazon has stepped up their AI game, and also pose to eat the lunch of... USPS? Cheack out this crazy alien asteroid with us, and also: Thank you for tuning in this year! 2026 will be our biggest year ever. And by that, we mean first full year ever.

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    TIMESTAMPS

    0:00 OpenAI Code Red
    8:00 Anthropic
    14:30 Amazon
    20:30 RAM Shortage
    23:30 Apple Personnel Chaos
    27:00 Extraterrestrial Asteroid
    30:00 Spotify Wrapped

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    RESOURCES

    Josh: https://x.com/JoshKale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  12. AI In Space: Google and SpaceX's Wild Plan To Fix Our Energy Crisis

    3 december 2025 · 35 min

    Afspelen
    It's a radical concept. Launching GPU-powered data centers into space highlights energy as the key resource for AI. Lees meer

    Using insighs across basically every tech CEO, we explore the energy crisis facing AI labs and the potential of solar power in space.

    StarCloud, NVIDIA, SpaceX, Google’s Project Suncatcher, Microsoft. Every big name, and they're all talking crazy... but what if they're not?

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    TIMESTAMPS

    0:00 Energy
    1:30 AI Data Centers in Outer Space
    7:02 StarCloud: The First Prototype
    12:12 SpaceX's Vision for Energy
    16:12 The Future of Quantum Computing
    18:53 Google's Project Suncatcher
    24:31 Pros and Cons
    31:29 Go Limitless

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    RESOURCES

    Josh: https://x.com/JoshKale
    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  13. Google's New AI Chip Could Actually Dethrone Nvidia (Ironwood v7 TPU)

    2 december 2025 · 26 min

    Afspelen
    NVIDIA faces mounting competition from Google’s cost-effective Tensor Processing Units (TPUs), as their stock $NVDA's 13% decline, while exploring Google’s strategic advancements and partnerships, particularly with Meta. Lees meer

    The episode highlights how TPUs could disrupt NVIDIA’s dominance and the implications for both companies' futures in AI. We also consider key investment opportunities and the potential for both firms to thrive in an evolving market.

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    TIMESTAMPS

    0:00 NVIDIA's Trillion-Dollar Monopoly
    0:50 The Rise of Google's TPUs
    6:08 Google's AI Evolution
    6:45 Competitive Landscape: Google vs NVIDIA
    7:47 Meta's Investment Choices
    11:26 Future of AI Compute
    14:11 Google's Strategic Partnerships
    14:35 NVIDIA's Response to Competition
    17:33 The Future of AI Technology
    19:26 Insights from Elon Musk
    24:19 Conclusion and Future Outlook

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    RESOURCES

    Josh: https://x.com/JoshKale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  14. Must-Watch: Limitless Energy Masterclass from Atom-Splitter Isaiah Taylor

    28 november 2025 · 1 uur 11 min

    Afspelen
    LIMITLESS HALL OF FAME:
    Isaiah Taylor, co-founder of Valar Atomics, emphasizes the pivotal role of energy as the foundational currency of civilization. He argues that overcoming energy constraints can unlock limitless creativity and innovation. Isaiah shares his journey from high school dropout to nuclear innovator, advocating for nuclear fission and modular reactors as key solutions for sustainable energy.
    Lees meer

    He envisions a future with abundant energy impacting daily life, enabling entrepreneurs, and facilitating space exploration. Isaiah underscores the need for innovative thinkers to bring nuclear energy into the mainstream, inspiring optimism for a transformative future.

    Since this episode originally aired, Valar has become the first private company to successfully achieve criticality AKA split the atom. We live in an insane, limitless world.

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    TIMESTAMPS

    00:00 Start
    05:20 The Fundamental Role of Energy
    07:45 Envisioning a World with Abundant Energy
    16:02 Isaiah's Journey into Nuclear Energy
    24:10 Why Nuclear Fission is the Future
    29:14 The Vision of Valor Atomics
    36:46 Transforming Everyday Life Through Energy
    44:17 Space Exploration and Energy Relations
    51:30 Bringing Nuclear Energy to the Mainstream
    01:03:15 Final Thoughts and Call to Action

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    RESOURCES

    Isaiah: https://x.com/isaiah_p_taylor

    Valar Atomics: https://www.valaratomics.com/

    David: https://x.com/trustlessstate

    Josh: https://x.com/JoshKale

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    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  15. How Multimodal AI Is Changing Search | Google’s VP of Product Robby Stein

    26 november 2025 · 46 min

    Afspelen
    Google Search used to be “type a few words, get 10 blue links.” In this episode of Limitless, VP of Product Robby Stein joins Josh and Ejaaz to unpack how AI is quietly blowing up that mental model, and turning search into a multimodal, conversational system that can see, listen, and even act on your behalf. Lees meer

    Robby explains why AI is “expansionary” rather than cannibalistic, how Gemini-powered models now issue their own Google searches and query live graphs behind the scenes, and why visual search via Lens is one of the fastest-growing ways people interact with the web. Along the way, he shares lessons from shipping Instagram Stories, digs into agents that can book your restaurant table or research the right safe for your documents, and talks candidly about ads, publisher traffic, and the responsibility that comes with sitting at the internet’s front door.

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    TIMESTAMPS

    0:00 Intro

    0:56 AI-Driven Evolution of Search

    3:26 From Blue Links to AI Overviews

    7:58 Conversational Search as the New Mental Model

    10:58 Agents, Reservations & Doing Things For You

    14:15 Is AI Cannibalizing Search, or Growing It?

    16:52 Hardware, Glasses & Where Search Lives

    18:40 Under the Hood of Gemini-Powered Search

    21:46 Instagram Stories, Product Taste & Don’t Flip the UX Table

    26:15 Google’s Unique Edge vs. Other AIs

    28:14 Monetization and Advertising in AI Search

    30:25 Ad Principles and Experiments

    32:56 Integration of Gemini and Search

    36:04 How Gemini & Google Search Actually Work Together

    39:58 Personalized Recommendations and Transparency

    43:40 Future Vision of Search Across Devices

    46:21 Closing Thoughts

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    RESOURCES

    Robby Stein

    https://x.com/rmstein

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    Not financial or tax advice. See our investment disclosures here:

    https://www.bankless.com/disclosures⁠

  16. Nano Banana and ChatGPT Group Chats Will Change How We Use AI

    25 november 2025 · 27 min

    Afspelen
    Google's Nano Banana and ChatGPT's Group Chats are reshaping communication and creativity. ChatGPT integrates their models into texting for collaborative planning, disrupting traditional messaging apps. Meanwhile, Google’s Nano Banana Pro is by far the best text-to-image generator that we've seen so far. Lees meer

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    TIMESTAMPS

    0:00 Intro
    1:14 Josh's A-List Wedding
    3:32 Nano Banana Pro
    12:31 ChatGPT Group Chats
    19:22 Social Interactions with AI
    25:00 The Competitive Landscape
    26:04 What's Next

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    RESOURCES

    Josh: https://x.com/JoshKale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  17. NVIDIA’s Q3 Earnings Proves That The Bubble ISN'T Popping

    21 november 2025 · 32 min

    Afspelen
    Markets look shaky, but NVIDIA just blew the doors off with record earnings, crushing the “AI bubble” narrative and signaling there’s still massive demand for GPUs and AI infrastructure. In this episode, we break down NVIDIA’s numbers, the new Anthropic–Microsoft–NVIDIA alliance, and why Google’s Gemini 3 + Nano Banana Pro might have Jensen looking over his shoulder. We also cover Google’s new AI-powered weather model, Meta’s insane 3D world-building tech, and the controversial rise of AI tools that let you “talk” to deceased loved ones—and what all of this means for the future of AI. Lees meer

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    TIMESTAMPS

    00:00 NVDA Earnings Blowout
    08:03 The Real Threat
    13:25 Nano Banana Pro
    18:29 Best Weather App Ever
    21:41 Meta's Blowing Minds
    25:32 Chatting With Ghosts

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    RESOURCES

    Josh: https://x.com/JoshjKale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  18. AGI is Back! Google Gemini 3.0 Crushed Our Expectations

    19 november 2025 · 27 min

    Afspelen
    Google launched Gemini 3.0, a groundbreaking AI model with advanced multimodal capabilities for interpreting diverse inputs. Lees meer

    We highlight its impressive benchmark performance, including a 37.5% on Humanity’s Last Exam, and discuss Google’s proprietary TPU infrastructure and the new tool, Google Anti-Gravity.

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    TIMESTAMPS

    0:00 Gemini 3.0
    5:34 Game-Changing Features
    9:04 Benchmarking Breakthroughs
    13:21 Cost and Quality Trade-offs
    17:46 Google’s Strategic Advantage
    24:51 Predictions for the Future

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    RESOURCES

    Josh: https://x.com/JoshjKale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  19. The World’s Best AI Investor is 23 Years Old (Here's What He Owns)

    18 november 2025 · 26 min

    Afspelen
    23-year-old Leopold Aschenbrenner transformed $1 billion into $4 billion in less than a year, driven by his predictive essay on AI trends. We highlight his unique investment strategy, including a key bet on Intel and stakes in AI compute firms like CoreWeave. Join us for insights on whether his success is due to luck or strategic insight, offering valuable lessons for aspiring investors! Lees meer

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    TIMESTAMPS

    0:00 Leopold Aschenbrenner
    2:43 From Researcher to Fund Manager
    3:19 The Billion-Dollar Fundraising
    5:12 The Intel Trade
    6:08 Portfolio
    6:37 Investing in NeoClouds
    8:59 Core Scientific: A Risky Bet
    12:55 CoreWeave and Strategic Moves
    14:21 Analysis
    20:45 The Risk of Timing
    24:11 Conclusion

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    RESOURCES

    Josh: https://x.com/JoshjKale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  20. This Week in AI: The Big AI Short Failed

    14 november 2025 · 31 min

    Afspelen
    In this episode, we explore Michael Burry's massive short position on NVIDIA, questioning if it foreshadows a market correction or reflects AI's dependency on GPUs. We assess Burry's claims of inflated tech valuations against data showing ongoing reliance on older GPUs by Frontier AI labs. Lees meer

    We also touch on Microsoft's moves with OpenAI, the implications of the GPT-5.1 launch, and innovations from Google’s DeepMind.

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    TIMESTAMPS

    0:00 The Big AI Short
    2:39 The Thesis
    7:02 Hardware Demand
    9:27 GPU Economics
    11:42 The Crash and Burn
    13:20 Energy Constraints
    17:01 Microsoft Owns it All
    18:14 ChatGPT 5.1
    23:21 Google 3D Rendering
    29:00 Final Thoughts

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    RESOURCES

    Josh: https://x.com/JoshjKale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  21. Elon’s $1 Trillion Tesla Plan (And How Shareholders Get Rich)

    13 november 2025 · 30 min

    Afspelen
    Elon Musk just got a path to become the world’s first trillionaire, and Tesla shareholders might ride that upside with him. 🚀 This episode breaks down Tesla’s wild new compensation plan, from 20M cars a year and 1M humanoid robots to a global robo-taxi network and an $8.5T valuation. We dive into Cyber Cabs, Optimus, Tesla’s in-house AI chips rivaling NVIDIA, and why Tesla might secretly be the most important AI company in the world. And we tackle the big question head-on: should Elon become a trillionaire, and do you want to be holding Tesla shares if he does? Lees meer

    ------

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    ------
    TIMESTAMPS

    00:00 Minting The World's First Trillionaire
    04:55 How To Make $1M
    09:11 How Will They Do It
    11:16 Cybercab Launch Revealed
    13:27 Optimus For $20K?
    16:22 The NVDA Sized Opportunity
    21:04 The xAI Deal Fell Through
    24:17 Should Trillionaires Exist?

    ------
    RESOURCES

    Josh: https://x.com/JoshjKale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  22. "Kimi K2 Thinking" is China's Plan To End American AI Dominance

    11 november 2025 · 26 min

    Afspelen
    In this episode, we discuss the launch of Kimi K2 Thinking from Moonshot AI Labs, an open-source AI model targeting GPT-5 and Gemini for just $4.6 million. With its impressive benchmarks, there are major implications for the American AI industry amidst rising competition. Tune in for insights on Kimi K2’s innovative architecture and its potential to reshape the future of AI and its economy! Lees meer

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    ------
    TIMESTAMPS

    0:00 Kimi K2: The New Frontier AI
    1:29 Impressive Specs and Performance
    4:54 Cost Comparison with GPT-5
    6:59 Mixture of Experts Architecture
    8:47 U.S. vs. Chinese AI Models
    11:21 Open Source Advantages
    13:02 Licensing and Commercial Use
    18:37 User Experience and Ecosystems
    21:05 Efficiency vs. Precision
    22:53 The Consumer Advantage
    24:03 Future of Open vs. Closed Source
    25:32 Closing Thoughts and Call to Action

    ------
    RESOURCES

    Josh: https://x.com/joshjkale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  23. This Week In AI: OpenAI asks for Bailout / $1B Google x Apple / The Rise of TPUs

    7 november 2025 · 32 min

    Afspelen
    This week in AI, we examine the economic implications of OpenAI CFO Sarah Fryer’s "backstop" proposal. We discuss Apple’s $1 billion AI partnership with Google, Google’s new Ironwood TPUs, and a novel AI personal device ring. We also cover Anthropic’s rise as an OpenAI competitor, Meta’s financial struggles, and Google’s plans for space using solar-powered AI data centers. Lees meer

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    Substack:
    https://limitlessft.substack.com/

    ------
    TIMESTAMPS

    0:00 OpenAI's Government Backstop
    3:53 Government Bailouts
    7:31 The AI Bubble
    11:07 Apple and Google's AI Collaboration
    13:11 Google's New TPU Ironwood
    15:41 The Sandbar Ring
    18:52 Anthropic Shows Life
    22:27 Meta's Earnings
    27:25 Google Space Compute
    31:21 NASA On the Board

    ------
    RESOURCES

    Josh: https://x.com/JoshKale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  24. Analysis: What Investors Get Wrong About Apple and Google

    6 november 2025 · 29 min

    Afspelen
    Believe it or not, Google and Apple are undervalued. We discuss Google's aggressive AI investments and the potential to triple its market cap to $10 trillion, alongside Apple's cautious yet strategic approach leveraging local inference capabilities. Lees meer

    We explore the historical contexts, evolving relationships, and the investment potential that could defy market expectations. Be sure to subscribe and share!

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    Substack:
    https://limitlessft.substack.com/

    ------
    TIMESTAMPS

    0:00 Google and Apple: A Tale of Two Giants
    0:51 The Bull Case for Google
    15:45 The Disconnect with Apple
    24:16 Apple’s Strategic AI Partnerships
    27:42 Conclusion: Value Amidst Market Sentiment

    ------
    RESOURCES

    Josh: https://x.com/JoshKale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  25. Revealed: The True Story Why Sam Altman Was Fired from OpenAI

    4 november 2025 · 35 min

    Afspelen
    We finally know what Ilya Sutskever saw, and why OpenAI’s chief scientist moved to oust Sam Altman. We unpack the newly released 52-page deposition: a year of plotting with Mira Murati, the board’s shock decision, and the near-walkout of 700 employees. Then we break down Sam’s $1.4T compute spree, that fiery BG2 exchange, and the only paths that might pay for it (ads? devices? an “AI cloud”?). If you care where AGI, OpenAI’s rumored IPO, and your data are headed, hit play. Lees meer

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    Substack:
    https://limitlessft.substack.com/

    ------
    TIMESTAMPS

    00:00 What Did Ilya See
    04:04 The Deposition
    08:01 Well That Was Unexpected...
    13:37 The Viral Clip
    19:13 Can $1T Actually Make Sense?
    24:56 The OpenAI Ad Strategy
    31:20 Are You Buying The IPO?

    ------
    RESOURCES

    Josh: https://x.com/JoshKale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  26. This Week in AI: OpenAI Changes Everything, Neo Robot, Nvidia To $5T, Grokipedia

    30 oktober 2025 · 39 min

    Afspelen
    NVIDIA's hits a historic $5 trillion all time high, and OpenAI is restructuring Artificial General Intelligence (AGI) within a decade. We explore the implications of OpenAI's transition to a public benefit corporation and its partnership with Microsoft. Also featured is the OneX Neo humanoid robot for home use, Grokipedia, an AI-driven encyclopedia by Elon Musk's Grok, and the innovative X402 web standard for microtransactions. We conclude with insights on tech stock trends and express our gratitude to listeners. Lees meer

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    ------
    TIMESTAMPS

    0:00 Intro
    0:47 OpenAI's New Vision
    4:53 Microsoft's Strategic Moves
    8:53 Navigating AI Investments
    10:17 Introducing Humanoid Robotics
    18:13 Grokipedia Launches
    25:37 x402
    30:45 Space Data Centers
    37:46 Closing Thoughts

    ------
    RESOURCES

    Josh: https://x.com/JoshKale
    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  27. Revealing Elon's Tesla AI Secrets: $TSLA Is Winning AI and Automation

    29 oktober 2025 · 28 min

    Afspelen
    Tesla is one of a kind in autonomy, focusing on its benchmark autopilot and innovative neural networks that emulate human decision-making. Lees meer

    Tesla processes vast real-world and synthetic data to enhance adaptability in driving. They discuss the upcoming AI5 chip, set to transform Tesla's computing capabilities, and speculate on the economic implications of a future with humanoid robots and autonomous vehicles.

    ------
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    ------
    TIMESTAMPS

    0:00 Intro
    0:53 Behind the Scenes of Tesla
    2:46 The Secrets of Neural Networks
    6:51 The Curse of Dimensionality
    7:57 Data Curation and Edge Cases
    13:13 World Modeling and Simulation
    16:15 The Future of Humanoid Robots
    18:04 The Financial Landscape of Tesla
    21:48 The AI5 Chip Revolution
    25:38 Closing Thoughts on Autonomy

    ------
    RESOURCES

    Josh: https://x.com/JoshKale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  28. DeepSeek Traded Its Way To A 2x. Can You Do It Yourself?

    28 oktober 2025 · 24 min

    Afspelen
    In this episode of Limitless, we discuss algorithmic trading, showcasing AI models that doubled $10,000 investments in just two weeks. Highlighting six models with varying performances, DeepSeek and Quen achieved over 100% returns, while others like ChatGPT struggled. Lees meer

    We discuss AI trading behaviors, ethical considerations, and the impact of blockchain transparency through platforms like Hyperliquid. As the experiment wraps up, listeners can look forward to more insights on the evolving integration of AI in finance.

    ------
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    ------
    TIMESTAMPS

    0:00 AI Models Can Make You Rich
    1:01 Winners and Losers in Trading
    1:57 Analyzing DeepSeek's Success
    4:33 Insights from AI Trading Logs
    8:49 Trading Models: Skill or Luck?
    10:54 The Value of Public Data
    17:20 How to Trade Like an AI
    21:53 The Risks of Algo Trading
    22:29 The Future of AI in Trading
    ------
    RESOURCES

    Josh: https://x.com/Josh_Kale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  29. Amazon's Robot Takeover: Are These Glasses The Future Of Work?

    24 oktober 2025 · 43 min

    Afspelen
    Amazon AI glasses, robots replacing 600,000 jobs, OpenAI Atlas, Anthropic Claude desktop app—here’s your rapid-fire Limitless AI Roundup. We debate whether Bezos’s glasses supercharge drivers or quietly train delivery robots, and why we both uninstalled Atlas (security, censorship, and UX deal-breakers). Inside the $10K-per-model trading battle, Quinn and DeepSeek surge while Grok and GPT stumble—and we call who’s likely to win next. Plus: Karpathy’s “AGI is ~10 years out” reality check, NVIDIA’s puzzling “GPUs in space,” XAI’s Grokipedia and steerable feed, and DeepSeek’s OCR breakthrough that 10× compresses long docs—stick around for the Sora invite code details. Lees meer

    ------
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    ------
    TIMESTAMPS

    00:00 Amazon's Big AI Moves
    08:02 AI Trading Winners and Losers
    12:19 OpenAI Atlas Browser
    18:38 Claude Browser
    20:25 GPU's In Space??
    24:01 Andrej And The Great Capex Bubble
    31:29 Grokipedia
    37:56 Deepseek OCR

    ------
    RESOURCES

    Josh: https://x.com/Josh_Kale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  30. OpenAI Launched its ChatGPT Atlas Browser. Is this the End of Google Chrome?

    22 oktober 2025 · 27 min

    Afspelen
    OpenAI's has a new browser. Atlas combines Google Chrome’s interface with ChatGPT's intelligence, and we discuss key features like browser memory and Agent Mode, allowing personalized experiences and task automation. Lees meer

    Stick around for our live demo of Atlas's capabilities while debating its practicality for users. The conversation highlights Atlas's potential role in reshaping digital interactions, so let us know what you think!

    ------
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    ------
    TIMESTAMPS

    0:00 OpenAI's New Browser
    1:25 Innovative Features of Atlas
    2:47 Initial Reactions and Comparisons
    3:42 Understanding Agent Mode
    6:33 Voice Control and User Experience
    8:28 Optimistic Outlook on AI Browsing
    10:33 Live Demo of Atlas
    14:03 Unique Use Cases for the New Browser
    16:40 Exploring Search Capabilities
    17:50 The Future of OpenAI's Browser
    25:14 Conclusion and User Feedback

    ------
    RESOURCES

    Josh: https://x.com/Josh_Kale
    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  31. They Gave AI Models $10,000 Each. Then They Had a Trading Competition.

    21 oktober 2025 · 27 min

    Afspelen
    In this episode, we explore an exciting AI trading competition featuring six models, each tasked with maximizing returns using $10,000 on the Hyperliquid platform. Grok returned 500% in a day return and compare aggressive versus cautious trading strategies. Lees meer

    They challenge traditional benchmarks with real-world performance insights and engage the audience in predicting the competition's outcome. This episode highlights the future potential of AI in finance and its accessibility for all.

    ------
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    🌌 SORA CODES: DM US A SCREENSHOT ⬇️
    https://x.com/LimitlessFT

    ------
    TIMESTAMPS

    0:14 AI Trading Experiment Unleashed
    1:24 The Rise of Grok
    3:47 Insights into Market Psychology
    6:48 Trading Platforms and Strategies
    11:33 Analyzing AI Trading Methods
    13:14 Risk and Leverage in Trading
    17:31 Observations on Model Performance
    22:24 Predictions for Future Performance
    25:36 Audience Engagement and Closing Remarks
    ------
    RESOURCES

    Josh: https://x.com/Josh_Kale
    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  32. This Week in AI: Anduril's Makes Call of Duty Real Life | ChatGPT Goes Erotic | AI Cures Cancer?

    17 oktober 2025 · 37 min

    Afspelen
    This week: Anduril unveiled Eagle Eye, a real-life Call of Duty-style combat headset that gives soldiers x-ray vision, drone control, and 360-degree awareness, turning reality into a video game. Lees meer

    OpenAI made waves by allowing adult content in ChatGPT while simultaneously announcing plans to design its own AI chips with Broadcom, signaling full vertical integration. Meanwhile, Google’s AI discovered a potential breakthrough in curing cancer by identifying a protein link that boosts immune detection of tumors. To top it off, Google’s new Veo 3.1 model now generates stunning 30-second AI videos, marking another giant leap in creative AI.

    ------
    🌌 SORA CODES: DM US A SCREENSHOT ⬇️
    https://x.com/LimitlessFT
    ------

    TIMESTAMPS

    00:00 Intro to EagleEye
    03:55 It Can See Through Walls?
    09:26 OpenAI Erotica
    16:51 An... Interesting Sora Cameo
    18:20 OpenAI's Chip Domination
    26:10 Google's Cancer Curing Update
    33:25 Veo3.1 Is Amazing
    36:19 Sora Code Giveaway!

    ------
    FOLLOW US

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    Not financial or tax advice. See our investment disclosures here:
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  33. The $META Investment Thesis: The Markets are Wrong

    16 oktober 2025 · 40 min

    Afspelen
    In this episode, we explor Meta's stock performance amid competition from Google and OpenAI. We discuss challenges with products like the Vibes app and evaluate the behemoth's long-term potential. Lees meer

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    ------

    TIMESTAMPS

    0:00 Meta's AI Spending Frenzy
    1:01 The Bull and Bear Case for Meta Stock
    4:00 Hiring Insights and Market Reactions
    4:38 Evaluating Meta's Spending Strategy
    9:28 The Dilemma of Meta's Product Launches
    10:50 Unpacking the Ray-Ban Meta Displays
    13:19 Meta's Hardware Challenges
    18:05 Meta's Data Center Ambitions
    20:01 The State of Meta's AI Apps
    23:20 Meta Vibes: A Missed Opportunity
    25:16 The Future of Meta’s AI Models
    30:40 The Bull Case for Meta's Future
    35:41 Final Thoughts on Meta Stock
    38:36 Special Offer for Our Listeners

    ------
    RESOURCES

    Josh: https://x.com/Josh_Kale
    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  34. SpaceX's 11th Starship Launch and Elon's Vision for Space

    14 oktober 2025 · 26 min

    Afspelen
    In this episode, we discuss SpaceX's groundbreaking (and explosive) launch of the fully stacked Starship, marking a key step for Mars colonization. Lees meer

    We discuss the advanced heat shield, potential cost reductions for launches, and the new Starlink V3 satellites enhancing global internet access. We also dive into the engineering marvel of the Raptor 3 engines, and SpaceX's vision for the future of space travel.

    ------
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    ------
    TIMESTAMPS

    0:00 SpaceX Launch and Explosions
    1:49 Importance of the Starship Launch
    3:03 The Heat Shield Breakthrough
    5:14 Building a Sustainable Future on Mars
    7:35 Satellites and Starlink V3
    9:51 The Size and Structure of Starship
    14:14 Innovations in Raptor Engines
    16:17 SpaceX's Unique Position in the Industry
    17:21 The Vision for Life on Mars
    19:21 The Future of Space Travel
    22:04 The Next Generation of Rocket Technology
    24:01 Conclusion and Future Launches

    ------
    RESOURCES

    Josh: https://x.com/Josh_Kale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  35. Tesla's Optimus vs Figure 3: The Humanoid Robot Showdown

    10 oktober 2025 · 29 min

    Afspelen
    Two humanoid robots walk into your house—a quiet helper and a flashy fighter—and we ask which you’d actually want.
    We break down what today’s leading models can really do in the home—cleaning, sorting, recharging themselves—and what still feels like demo magic.
    Lees meer

    Then we compare the philosophies behind them: data-trained brains and dexterous hands vs raw agility and massive manufacturing muscle.
    Big picture, we debate whether this is the “ChatGPT moment” for robots and where they’ll show up first—from your kitchen to factories and hotels.

    ------

    🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
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    ------
    TIMESTAMPS

    00:00 Intro To Figure 3
    03:42 Magic Fingertips
    10:26 It's Not Just A Household Robot
    14:02 It's All About The Hands
    15:57 Kung Fu Optimus
    20:50 Manufacturing vs Data
    25:12 The $21,000 Walmart Robot

    ------
    RESOURCES

    Josh: https://x.com/Josh_Kale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  36. This Week in AI: NVIDIA's $2B Elon Deal | OpenAI's Huge User Base

    9 oktober 2025 · 37 min

    Afspelen
    NVIDIA is looking at a $10 trillion forecast alongside its major investment in Elon Musk's xAI. Lees meer

    Additionally, we cover OpenAI's 800 million weekly active users, strategic partnership with AMD, and Sora's rise to the biggest app in the world.

    Also, is Apple ending plans for Vision Pro? Join us for another breakdown of this week in AI!

    ------
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    ------
    TIMESTAMPS

    0:00 Intro
    0:34 AMD's Big Deal with OpenAI
    8:00 NVIDIA's $2 Billion Investment in xAI
    14:58 The New Financing Model for GPUs
    17:38 America's AI Race Against China
    20:49 OpenAI's Major Week
    27:11 Sora's Surprising Success
    32:38 Apple’s Vision Pro and Future Plans

    ------
    RESOURCES

    Josh: https://x.com/Josh_Kale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  37. OpenAI DevDay 2025 Explained in 20 Minutes

    7 oktober 2025 · 20 min

    Afspelen
    Covering highlights from OpenAI’s DevDay, including ChatGPT's surge to 800 million weekly users. We discuss the new Apps SDK for seamless app integration and the AgentKit, allowing users to create AI agents without code. We also give takes on the implications for user engagement and preview the upcoming GPT-5 Plus API. Lees meer

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    TIMESTAMPS

    0:00 OpenAI's DevDay Announcements
    4:28 ChatGPT's App Store Evolution
    8:41 AgentKit
    13:13 AI Agent Development
    15:10 Competition
    17:00 Reviewing DevDay Overall
    19:27 Closing Remarks

    ------

    RESOURCES

    Josh: https://x.com/Josh_Kale

    Ejaaz: https://x.com/cryptopunk7213

    ------

    Not financial or tax advice. See our investment disclosures here:

    https://www.bankless.com/disclosures⁠

  38. We Interviewed The Team Behind OpenAI's #1 Feature

    6 oktober 2025 · 50 min

    Afspelen
    OpenAI’s personalization leads, Christina Kaplan and Samir Ahmed map the shift from an “assistant with a notebook” to Pulse—the part of ChatGPT that quietly preps your day while you sleep. We unpack how short- and long-term memory work across sessions and why April’s subtle update changed the experience, show how daytime chats stay aligned with overnight prep, and close on the big questions: privacy, consent, and why this is an assistant/representative—not a digital clone. Lees meer

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    TIMESTAMPS

    0:00 Intro

    1:03 Why Memory Mattered

    6:00 User Reception

    9:45 Under the Hood: Short vs Long Term

    12:20 Behavior Shift & Data Strategy

    20:26 What is Pulse?

    38:35 One Cohesive Assistant

    34:35 Pulse in Practice & Near-Term Roadmap

    40:43 Should It Surface Trends?

    43:43 Assistant ≠ Clone

    51:15 Closing Thoughts

    ------

    RESOURCES

    Christina Kaplan

    https://x.com/ChristinaHartW

    Samir Ahmed

    https://x.com/PageOfSamir

    ------

    Not financial or tax advice. See our investment disclosures here:

    https://www.bankless.com/disclosures⁠

  39. OpenAI Released the Sora 2 Video Platform: Here's How it Works

    2 oktober 2025 · 26 min

    Afspelen
    OpenAI's has launched Sora 2, a text-to-video model that combines realism and interactivity, allowing users to create videos with their likenesses. Lees meer

    We explore the Cameo feature and tackle ethical concerns around likenesses and misinformation. OpenAI also released a new social media platform for sharing Sora-generated content and explore its implications for audience engagement and the creative industry.

    ------
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    ------
    TIMESTAMPS

    0:00 The Launch of Sora 2
    1:50 The Physics Engine Behind the Magic
    4:02 The Viral Cameo Feature
    9:10 New Social Media App Introduction
    12:17 Onboarding Experience Explained
    13:17 Mixed Reactions
    16:40 The Future of Social Media
    19:56 Creative Use Cases
    23:40 Marketing Potential
    24:48 Closing Thoughts

    ------
    RESOURCES

    Josh: https://x.com/Josh_Kale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  40. This Week in AI: ChatGPT Instant Checkout, Sora 2, Claude Sonnet 4.5

    1 oktober 2025 · 34 min

    Afspelen
    OpenAI dropped their Instant Checkout feature, which transforms e-commerce by allowing purchases directly through ChatGPT, challenging retail norms. Lees meer

    We discuss Sam Altman's potential social media platform, Sora 2, aimed at competing with Meta. Anthropic's Claude Sonnet 4.5 impresses as a coding model that can operate for 30 hours straight, rivaling OpenAI’s capabilities. Lastly, we examine Meta's new MetaBot initiative focused on software licensing in humanoid robotics, raising eyebrows among experts.

    ------
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    ------
    TIMESTAMPS

    0:09 This Week in AI
    6:02 ChatGPT Partners with Etsy and Shopify
    9:13 OpenAI's New Social Media Plans
    14:34 OpenAI's Humanoid Robot Strategy
    17:21 Anthropic's New Coding Model
    30:07 Meta's Humanoid Robot Ambitions
    32:57 Closing Thoughts

    ------
    RESOURCES

    Josh: https://x.com/Josh_Kale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  41. Meta Vibes vs OpenAI Pulse: A Tale of Two Releases

    30 september 2025 · 25 min

    Afspelen
    In this episode, we examine the ethical implications of AI development by Meta and OpenAI, contrasting Meta’s addictive “Vibes” video platform with OpenAI’s productive “Pulse.” Lees meer

    Ejaaz and Josh discuss user reactions to both technologies, prompting a dialogue about engagement-driven versus life-enhancing AI. Join us for insights that challenge listeners to reflect on their values in the evolving tech landscape and anticipate an upcoming interview with Pulse's creators!

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    🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
    https://limitless.bankless.com/
    https://x.com/LimitlessFT

    ------
    TIMESTAMPS

    0:00 Meta Vibes
    1:44 Short Form AI Addiction
    3:24 Public Reactions to Vibes
    5:37 Meta's Talent Acquisition
    7:08 The Dystopian Perspective
    11:10 OpenAI's New Feature: Pulse
    13:17 Pulse: Your Digital Assistant
    15:38 User Experiences with Pulse
    17:31 Public Sentiment on Pulse
    21:09 Optimism vs. Dystopia
    22:55 Future of AI Personalization
    23:35 Upcoming Episode Preview
    ------
    RESOURCES

    Josh: https://x.com/Josh_Kale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  42. The $10T AI Scaling Race: Who's Winning, And Who's Certain To Lose

    26 september 2025 · 38 min

    Afspelen
    Over the last 30 days, more than $1T has been pledged to build 50–100 GW of power for AGI, an unprecedented, Manhattan-Project-scale race to convert energy into intelligence. We break down who’s winning and why: XAI/Elon’s Colossus 2 and deep vertical integration (Tesla Megapacks, in-house chips), OpenAI’s Stargate deals with Oracle/SoftBank plus a reported $100B NVIDIA tie-up, Microsoft’s Fairwater push, Intel’s geopolitics—while Europe lags and China stockpiles energy and homegrown GPUs. Is this an AI CapEx bubble or the new reality where compute becomes the last thing we spend money on—and where being months late can cost you the race? Lees meer

    ------
    🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
    https://limitless.bankless.com/
    https://x.com/LimitlessFT

    🔐 KGEN - The Verified Distribution Protocol:
    https://bankless.cc/KGEN

    ------
    TIMESTAMPS

    00:00 Intro
    02:25 Colossus
    09:21 OpenAI Goes BIG
    16:29 The $100B Bet
    22:19 Intel & Apple?
    26:01 Where Is Anthropic?
    28:33 Europe Is Cooked
    29:41 China Is On Fire
    36:01 Are We In A Bubble

    ------
    RESOURCES

    Josh: https://x.com/Josh_Kale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  43. DEBATE: iOS 26 Is Not Just An Update. Apple is Conditioning You.

    24 september 2025 · 29 min

    Afspelen
    David joins Limitless to debate iOS 26's liquid glass design, claiming that it’s “terrible” and “childish.” The discussion explores Apple’s potential move towards augmented reality, especially with Vision Pro, and ponders the implications of current design trends for future tech like smart glasses. Lees meer

    ------
    🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
    https://limitless.bankless.com/
    https://x.com/LimitlessFT

    ------
    TIMESTAMPS

    0:00 iOS Design Debate
    1:03 Animation Overload
    4:00 User Experience Perspectives
    5:39 Aesthetic History Lesson
    8:29 AR and Future Design
    13:00 Apple's Slow Evolution
    19:53 Competing Technologies
    27:19 Final Thoughts on Tech
    28:18 Closing Remarks

    ------
    RESOURCES

    Josh: https://x.com/Josh_Kale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  44. Elon's Recipe for Winning the AI Race: Grok5 and Colossus

    23 september 2025 · 29 min

    Afspelen
    In this episode, we examine advancements in AI through Elon Musk's xAI, focusing on Grok4 Grok Fast. We discuss Musk's claim that Grok 5 could achieve AGI (artificial general intelligence) and Grok4's impressive benchmark improvements. Lees meer

    We highlight Grok Fast's two million token context window for enhanced efficiency at lower costs. The episode also explores the competitive AI landscape shaped by significant investments from tech giants.

    ------
    🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
    https://limitless.bankless.com/
    https://x.com/LimitlessFT

    ------

    TIMESTAMPS

    0:00 The Rise of Grok 5
    1:41 Charting the Path to AGI
    3:32 Breakthrough Techniques in AI Training
    5:06 The Power of Plain Language
    9:49 Grok 4 Fast: A Game Changer
    14:21 The Future of AI Accessibility
    18:14 Reinforcement Learning Revolution
    21:58 Colossus 2 and the Energy Race
    26:00 Global Investments in AI Infrastructure
    28:15 Closing Thoughts and Future Episodes

    ------
    RESOURCES

    Josh: https://x.com/Josh_Kale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  45. This Week In AI: Explained In 20 Minutes

    19 september 2025 · 20 min

    Afspelen
    This week felt like the moment tools turn into infrastructure. OpenAI’s model hit a perfect 12/12 in a human coding contest and GPT-5 Codex can think in parallel for hours, which hints at agents doing the work while we set direction. We also trace what people actually use AI for, the “scheming” worry in alignment, China’s GPU push and Oracle’s giant bet, YouTube’s VO3, and why Google + Coinbase’s open payments could be the first rails for the agent economy. Twenty minutes; the signal without the noise. Lees meer

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    🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
    https://limitless.bankless.com/
    https://x.com/LimitlessFT

    ------

    TIMESTAMPS

    00:00 Topic1
    02:26 Topic 2
    05:51 Topic 3
    08:28 Topic 4
    09:57 Topic 5
    12:57 Topic 6
    14:16 Topic 7
    15:56 Topic 8
    17:00 Topic 9

    ------
    RESOURCES

    Josh: https://x.com/Josh_Kale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  46. Meta's Ray-Ban HUD: Groundbreaking Tech or a Stepping Stone?

    18 september 2025 · 41 min

    Afspelen
    In this episode, we cover the launch of Meta's Meta Ray-Ban Displays at the Meta Connect event, featuring a 46-megapixel camera and 18-hour battery life. Ejaaz and Josh discuss the technology's practicality, Zuckerberg's vision, and other devices like the Oakley Meta Vanguard glasses. We explore the future of ambient computing and invite listeners to share their thoughts on these innovations. Join us for a dynamic conversation on wearable tech! Lees meer

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    🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
    https://limitless.bankless.com/
    https://x.com/LimitlessFT

    ------
    TIMESTAMPS

    0:00 Meta's New AI Glasses Unveiled
    2:52 Initial Reactions to the Meta Ray-Ban
    5:23 The EMG Neural Wristband Explained
    8:01 Exploring the Technical Features
    12:00 User Experience Insights
    15:27 The Demos: Successes and Failures
    18:06 Live Translation Feature Discussion
    19:27 The Fail Demos: A Closer Look
    30:16 Other Products Announced at Meta Connect
    38:09 Are Glasses the Final AI Form Factor?
    38:56 The Future of AI Consumer Devices

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    RESOURCES

    Josh: https://x.com/Josh_Kale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  47. Elon's New Chip Could Actually Dethrone Nvidia (Tesla AI5)

    16 september 2025 · 23 min

    Afspelen
    In this episode, we discuss Tesla's groundbreaking AI5 chip, touted by Elon Musk to be 40 times more powerful than its predecessor, and its potential to revolutionize products like Robotaxis and the Optimus robots. Lees meer

    Additionally, we highlight the Megablock energy system, designed to unlock 50% of unused energy and revolutionize the energy industry. Join us as we examine Musk’s ambitious vision for a synergistic Tesla ecosystem.

    ------
    🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
    https://limitless.bankless.com/
    https://x.com/LimitlessFT

    ------
    TIMESTAMPS

    0:00 The Rise of Tesla's AI Chips
    1:33 The AI Chip Industry
    9:32 Batteries of the Future
    16:15 Powering the Future with Megapacks
    20:44 Revolutionizing Energy Distribution
    22:16 Community Engagement and Feedback

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    RESOURCES

    Josh: https://x.com/Josh_Kale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  48. The Sad Reality of Apple’s iPhone 17 Announcement

    11 september 2025 · 31 min

    Afspelen
    In this episode, we explore Apple's much-anticipated hardware event, highlighting key announcements like the iPhone, Apple Watch, and AirPods. Our hosts discuss the innovative features of the AirPods Pro 3, the sleek design of the iPhone Air, and the impressive camera of the iPhone 17 Pro, while questioning battery life compromises. They also critique the minimal updates for the Apple Watch Series 11 and speculate on Apple's future in AI with the new A19 Pro chip. Join us as we unpack the excitement and shortcomings of this year's hardware showcase. Lees meer

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    🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
    https://limitless.bankless.com/
    https://x.com/LimitlessFT

    ------
    TIMESTAMPS

    0:00 Apple Unveils Flagship Devices
    0:47 AI Features in AirPods Pro 3
    3:33 Exciting iPhone Air Innovations
    4:49 The iPhone 17 Pro Unveiled
    11:54 Cooling Technology Breakthroughs
    19:29 Camera Upgrades and Features
    21:24 AI Potential in New Devices
    24:25 Speculations on Apple's Future AI
    25:49 Additional Hardware Announcements
    28:32 Recap and Final Thoughts

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    RESOURCES

    Josh: https://x.com/Josh_Kale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠

  49. Elon's Plan for Starlink to DESTROY Verizon, AT&T, and T-Mobile

    10 september 2025 · 32 min

    Afspelen
    In this episode, we explore SpaceX's $17 billion mobile spectrum acquisition enabling cellular service via Starlink, challenging major carriers. We discuss OpenAI's new Jobs Platform connecting businesses with AI-skilled individuals, along with updates to the ChatGPT interface that enhance interactivity. Lees meer

    Additionally, we cover Microsoft's $17 billion partnership with Nebius for AI infrastructure and Atlassian's $610 million acquisition of The Browser Company, signaling a shift in productivity tools. Stay tuned for our next episode featuring Apple’s latest tech announcements!

    ------
    🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
    https://limitless.bankless.com/
    https://x.com/LimitlessFT

    ------
    TIMESTAMPS

    0:00 SpaceX's Bold Acquisition
    0:52 OpenAI's LinkedIn Competitor
    10:52 The AI Job Platform
    13:50 Advancements in ChatGPT
    16:07 OpenAI's Spending Surge
    21:57 Microsoft Acquires Nebius
    24:36 The Browser Company Acquisition
    29:43 Wrapping Up This Episode

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    RESOURCES

    Josh: https://x.com/Josh_Kale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠
    +

  50. OpenAI's Mind Blowing Discovery To Reverse Aging

    5 september 2025 · 23 min

    Afspelen
    OpenAI just notched a real biology win: a tiny 4B-parameter model (“GPT-4B-micro”) designed Yamanaka-factor protein variants that jumped lab hit rates from ~0.1% to 30–50% in tests with Retro Biosciences. We unpack how a small, domain-tuned GPT can actually reprogram cells, what partial vs full age reversal could mean, and why this points to personalized longevity. We contrast OpenAI’s approach with Google’s AlphaFold push and outline the road from early results to therapies (think years of trials, roughly 7–12). If you want the fountain-of-youth story grounded in mechanisms, math, and lab-verified results, this episode is it. Lees meer

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    🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
    https://limitless.bankless.com/
    https://x.com/LimitlessFT
    ------

    TIMESTAMPS

    0:00 The Fountain of Youth Unveiled
    1:17 Understanding Yamanaka Factors
    5:16 Breakthrough with AI Protein Design
    8:41 The Implications of Reversing Aging
    15:12 Aging as a Disease
    19:04 The Future of AI in Science
    20:55 The Path to Age Reversal
    21:50 Exciting Developments Ahead

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    RESOURCES

    OpenAI Paper: https://openai.com/index/accelerating-life-sciences-research-with-retro-biosciences/

    Josh: https://x.com/Josh_Kale

    Ejaaz: https://x.com/cryptopunk7213

    ------
    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures⁠