Alle afleveringen
253 afleveringen, van nieuw naar oud
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AI NEWS: Meta's $25B Fumble | Anthropic $200B Valuation | OpenAI Acquires Statsig
4 september 2025 · 36 min
In this episode, we dive into the AI industry's game of thrones, highlighting Meta's $25 billion investment in Superintelligence Labs, now facing mass executive departures. Lees meer
We explore Sam Altman’s $1.1 billion acquisition at OpenAI, Anthropic's soaring valuation to $200 billion, and Apple's strategic recruitment amidst the chaos.
We also discuss Elon Musk's XAI and recent code theft allegations, plus OpenAI's acquisition of Statsig to enhance its offerings.
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TIMESTAMPS0:00 AI Talent Wars Return
0:43 Meta's Talent Exit
2:13 Executive Departures Raise Concerns
5:06 The Value of Overpaying
6:23 Confidence in Meta's Future
7:20 Apple Poaches from Meta
8:27 XAI's Talent Issues
10:07 Fragility of Intellectual Property
13:39 OpenAI Acquires Statsig
15:42 Evaluating AI Model Effectiveness
18:22 Anthropic's Massive Valuation
20:35 Are We In a Bubble?
23:03 Grok Code's Rise to Prominence
27:38 Apple Enters the AI Arena
34:32 Upcoming Events in AI Tech------
RESOURCESJosh: https://x.com/Josh_Kale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Why It's Not Too Late To Invest in AI | Dan Ives
2 september 2025 · 45 min
In this episode, Dan Ives from Wedbush discusses the early stages of the AI revolution, introducing his AI Revolution ETF and forecasting a $2-4 trillion surge in tech capital expenditures. Lees meer
We explore key players like NVIDIA, the importance of semiconductors, and the potential for small-cap investments to thrive. Ives also highlights the intersection of AI and cryptocurrencies, offering bold predictions on future opportunities.
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TIMESTAMPS0:00 The AI Revolution Begins
0:51 Are We Too Late for AI?
4:23 The Fourth Industrial Revolution
6:53 Mapping the Capex Super Cycle
9:11 Risks on the Horizon
10:34 Understanding AI Spending
12:09 The AI Stack Explained
13:38 Building the AI House
16:02 Identifying Software Opportunities
19:10 Power Law Winners in AI
20:24 America vs. China in AI
23:08 The Software Layer's Golden Goose
25:58 Separating Substance from Noise
26:30 The Private Market Dilemma
43:19 The Convergence of AI and Crypto
45:10 How Rich Can We Get?------
RESOURCESDan: https://x.com/DivesTech
Ryan: https://x.com/RyanSAdams
Josh: https://x.com/Josh_Kale
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
SpaceX Starship Isn’t About Mars - It’s About Revolutionizing The Internet
29 augustus 2025 · 27 min
SpaceX’s 10th Starship test wasn’t just about Mars—it spotlighted the overlooked story: Starlink. We break down the “idiot index” (materials vs. launch cost), the Mechazilla catch system and heat-shield progress, and why Starship-deployed Starlink V3 could add ~60 Tbps per launch—about 2.4M simultaneous 4K streams—with ~20–30 ms latency and direct-to-cell coverage. We cover what Flight 10 proved (the first successful “PEZ dispenser” deployment test) and what’s next: catching the upper stage and rapid turnaround. Finally, we zoom out to the second-order effects—from globe-spanning, minutes-long point-to-point travel to truly ubiquitous connectivity. Lees meer
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------TIMESTAMPS
0:00 SpaceX Launch and Its Significance
1:49 The Idiot Index Explained
2:49 Starship's Reusability Goals
4:07 The Need for a Massive Rocket
7:01 Introduction to Starlink
7:54 Starlink's Current Capacity
11:52 Competition in Satellite Internet
13:19 Flight 10's Major Achievements
15:30 Understanding Flight 10's Success
19:36 Future of Space Travel
20:38 The Broader Implications of SpaceX
25:26 Closing Thoughts on SpaceX and Humanity------
RESOURCESJosh: https://x.com/Josh_Kale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Google Is the New King of AI: Here's Why
27 augustus 2025 · 38 min
Today we break down why Google just took the lead in AI after dropping “Nano Banana” (Gemini 2.5 Flash Image): instant, ultra-cheap, character-consistent image generation and surgical editing that now tops LM Arena, with real examples and cost math.
We show how Google’s stack—Gemini 2.5, Veo 3, Genie 3, AI Studio, and Notebook LM—feeds a single model loop that makes everything faster and better, and what that means for creators and workflows.
Then we hit Meta’s week: the Midjourney aesthetics deal, the rise of AI companions across Instagram, the rumored “Hypernova” glasses with wristband control, and the talent drama around huge hires leaving.
Finally, we preview what’s next (Gemini 3 and “Tech-tember” hardware season) and why the coming weeks could redraw the AI leaderboard. Lees meer------
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------
TIMESTAMPS00:00 Start
05:31 Cheaper, Faster, Better, Stronger
12:10 Meta Madness
16:32 Apple and Google Partner?
20:13 Meta Companions
25:47 New Meta Hardware!
28:23 Can This Possibly Work?
31:38 AI's Hardware Form Factor
33:14 The $150M Rug Pull------
RESOURCESJosh: https://x.com/Josh_Kale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Announcing Google's Secret New AI Model With The Person Who Built It | Logan Kilpatrick
26 augustus 2025 · 1 uur 6 min
In this episode, we speak with Logan Kilpatrick from Google DeepMind about the innovative Gemini AI model and its advanced image generation and editing capabilities. Lees meer
Logan discusses Gemini's processing power, efficiencies from Google’s TPUs, and how its AI Studio enhances creative productivity. We also explore future applications in robotics and scientific advancements, along with AI's impact on search technology.
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TIMESTAMPS0:00 The Rise of AI in Image Generation
0:50 Announcing the New Model
1:14 Image Generation and Editing
4:44 Use Cases
5:42 Behind the Scenes
6:59 The Future of Video Production
8:23 AI Accessibility
10:16 Google AI Studio and API
11:13 Live Demo
15:31 Multimodal AI Models
16:36 AI Advancements in Science
17:35 A Revolutionary Tool
19:51 The Intersection of AI and Search
28:32 Expertise in AI
37:19 Simulations and Robotics
41:41 Scaling AI Infrastructure
44:25 Understanding Token Consumption
50:58 AI Applications in Drug Design
54:57 Accelerating Scientific Progress
1:03:33 Google's Journey in AI Development------
RESOURCESLogan: https://x.com/OfficialLoganK
Gemini Models: https://deepmind.google/models/gemini/
Josh: https://x.com/Josh_Kale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Google's New AI Phone Does Everything That Apple Couldn’t
21 augustus 2025 · 33 min
In this episode, we explore Google's thrilling product launch featuring groundbreaking devices and AI advancements. We discuss how the new "Practical Personalized AI" capabilities transform smartphones into proactive assistants and highlight innovations like the Tensor G5 chip and revolutionary photo editing tools. Lees meer
The episode also covers real-time translation technology and its ethical implications, along with a comparison of Google’s momentum against Apple. Join us for insights on how these developments are reshaping the smartphone landscape!
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TIMESTAMPS0:00 Google Unveils New Devices
0:54 Impressions on Google's Presentation
0:56 Google vs. Apple: The New Era
6:32 AI Features: Transforming Photography
9:47 Camera Assist: A Game Changer
10:58 The Importance of Camera Technology
13:05 Real-Time AI: Enhancing Communication
16:24 Future of AI and Hardware
22:10 Health and Fitness AI Integration
26:44 Privacy and Performance in AI
30:54 Presentation Styles: Google vs. Apple
31:48 Conclusion: The Future of Google AI------
RESOURCESJosh: https://x.com/Josh_Kale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Lume: The Bedroom Robot That Folds Your Laundry | Founder Aaron Tan
20 augustus 2025 · 34 min
In this episode, we speak with Aaron Tan, founder of Syncere. His latest creation is Lume, an innovative home robot designed as bedside lamps that fold laundry. Aaron discusses its sleek design, pricing options, and future capabilities beyond laundry, while addressing safety and societal readiness for home robotics. Tune in to explore the exciting potential of Lume, the Syncere Journey, and the future of home technology. Lees meer
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------TIMESTAMPS
0:00 Introduction to Lume
1:49 Functionality of the Robotic Lamp
4:09 Pricing Models
7:02 Design Philosophy
11:54 Future Developments and Applications
17:22 Human-Robot Interaction and Trust
22:12 The Role of Robots in Homes
25:02 Expanding Capabilities
27:46 Manufacturing and Design Confidence
31:46 Closing Thoughts------
RESOURCESAaron Tan: https://x.com/aaronistan
Syncere AI: https://x.com/syncereAI
Josh: https://x.com/Josh_Kale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Inside The World's First Robot Olympics: Wild, Real, & Unhinged
19 augustus 2025 · 31 min
China just staged the first-ever “Robot Olympics” — the World Humanoid Robot Games — and we watched 12 hours so you don’t have to. Robots sprinted, boxed, played soccer, and even folded laundry as 280 teams from 16 countries sent 500+ bots to Beijing. We unpack the viral falls and real wins, from Unitree’s 1500m (6:34) to the 100m controversy where an autonomous Tiangong beat a faster tele-operated run via a rule multiplier. More importantly, we break down autonomy vs. teleop, why dexterity and chores matter more than sprints, and how public competitions are becoming the benchmark—and data engine—for embodied AI. Stick around for spicy takes, future timelines, and the robot form factors that’ll actually matter at home and at work. Lees meer
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------TIMESTAMPS
00:00 Start
02:30 What On Earth Is Going On?
04:17 Epic Fails
06:12 Setting Speed Records
10:20 How Autonomous Were They Really?
14:53 Why Software Matters
18:49 Folding Your Laundry
23:13 Are Humanoids Final Form?
27:24 Ice For That Burn?------
RESOURCESJosh: https://x.com/Josh_Kale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Aravind Srinivas: Perplexity CEO’s All-In Gamble to Take Down Google
18 augustus 2025 · 1 uur 1 min
Perplexity CEO Aravind Srinivas joins the show to explore how AI agents, personalization, and new browsing models could transform the internet experience. From replacing mundane workflows with proactive assistance to envisioning a fully AI-native operating system, Aravind shares his long-term vision, the thinking behind Perplexity’s new Comet browser, and why curiosity will remain humanity’s most valuable skill in the AI era. Lees meer
We also dive into competing with Big Tech, protecting users from AI-generated “slop,” and the architectural choices that make AI-assisted browsing faster, more reliable, and more personal.
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TIMESTAMPS
0:00 Intro
5:10 Curiosity as the Key Human Advantage
10:38 From Keywords to Questions
16:47 Personalization and Agency in Browsing
22:25 Keeping Humans in the Loop
27:42 Why People Love Perplexity
33:47 Comet - The AI Browser
42:36 The Browser vs. Agent Debate
52:27 Competing with Big Tech
56:38 The OS Endgame
1:04:00 Closing Thoughts
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RESOURCES
Aravind Srinivas
https://x.com/AravSrinivas
Perplexity
https://www.perplexity.ai/
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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Meta’s New AI Can Predict Your Emotions Better Than You
15 augustus 2025 · 28 min
Meta’s latest AI breakthrough can predict how your brain reacts to movies — and even pinpoint your thoughts and fears — by analyzing video, audio, and text. In this episode, we break down how Meta’s “TRIBE” model won a global brain modeling competition, what it means for personalized content, and the bigger implications for brain-computer interfaces, AI healthcare, and the future of human-computer interaction. Lees meer
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TIMESTAMPS
0:00 Intro
03:22 How Does It Work?
07:28 How Can This Go Wrong
12:12 The Mind Reading Wrist Device
20:37 Who Really Wins Here------
RESOURCESJosh: https://x.com/Josh_Kale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Inside the Strange World of AI Romance
14 augustus 2025 · 23 min
OpenAI’s release of GPT-5 was supposed to be a huge leap forward — but instead, it sparked a wave of outrage. Millions woke up to find their favorite models, including GPT-4.0, suddenly gone. For some, this wasn’t just losing a tool — it felt like losing a friend, a therapist, even a romantic partner. Lees meer
In this episode, we dive into the bizarre world of AI companionship, from Reddit communities like My Boyfriend is AI to real-life engagement announcements with ChatGPT personas. We explore the psychology behind these connections, the phenomenon of “GPT psychosis,” and why people form such deep emotional bonds with models that simply agree with them.
We also cover the global spread of AI romance, the parallels to the film Her, and the growing concerns about how overly agreeable AI, loneliness, and human nature are colliding. Plus, why OpenAI ultimately caved and brought GPT-4.0 back for paying users.
Is this just harmless escapism, or a sign of something darker in our future with AI?
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TIMESTAMPS0:00 The End Of Legacy ChatGPT
6:04 r/MyBoyfriendIsAI
10:33 Girlfriends vs Boyfriends
16:18 GPT Psychosis------
RESOURCESJosh: 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 -
How Nuclear Can Unlock an Abundant World | Isabelle Boemeke
12 augustus 2025 · 1 uur 5 min
What if the key to a cleaner, richer, more abundant future was hiding in plain sight? Isabelle Boemeke, model turned nuclear energy advocate, joins the show to explain why this misunderstood technology might be humanity’s best shot at solving climate change, powering AI, and unlocking radical abundance.
We delve into nuclear’s turbulent history, from its wartime origins to decades of negative public perception, and examine how public opinion is finally shifting. Isabelle reveals her unconventional “Trojan horse” approach to winning hearts and minds online, the real differences between large and small reactors, and why pairing nuclear with renewables could create the ultimate energy mix.
If you’ve ever wondered whether we can build a future with cheap, clean, and limitless power, this conversation will change how you see what’s possible. Lees meer------
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TIMESTAMPS
0:00 Isabelle’s Mission
6:41 How Nuclear Works
9:22 Trojan Horse Advocacy
14:09 Why Nuclear Stalled
17:08 Lessons From China
20:27 Big vs Small Reactors
35:52 Rad Future Vision
39:01 Nuclear + Solar
45:37 Energy Abundance
50:36 Beyond Electricity
55:31 Future We Can’t Imagine
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RESOURCES
Isabelle Boemeke
https://x.com/isabelleboemeke
Isabelle Boemeke’s “Rad Future”
https://www.amazon.com/Rad-Future-Untold-Nuclear-Electricity/dp/0593716329
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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AI's Wild Week: Everything You Need To Know in 36 Minutes
8 augustus 2025 · 36 min
36-Minute AI Super-Recap:
This lightning-speed episode breaks down the craziest week in AI history. We start with the mixed reactions to the GPT-5 launch, then dive into Google’s Genie-3 world-builder that turns a single prompt into a playable game environment. Next, we demo ElevenLabs Music, cranking out studio-quality tracks in seconds, and spotlight Chai-2, the antibody-design model slashing cancer research timelines. We wrap with Meta’s $29 B bet on a new AI data center and Midjourney’s cinematic HD video mode—proving the innovation firehose shows no sign of slowing. Watch to get everything you need to know in just 36 minutes. Lees meer------
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------
TIMESTAMPS00:00 GPT-5 Day After
03:17 Genie 3 Is INCREDIBLE
06:53 Demo's
13:03 AI Music Is Now... GREAT?
19:39 How We'll Cure Cancer
24:38 Zucc Goes Into Debt
29:34 Amazing Video Generation------
RESOURCESJosh: https://x.com/Josh_Kale
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 GPT-5 Reveal Nobody Expected (Not in a Good Way)
7 augustus 2025 · 26 min
OpenAI just unveiled GPT-5—the first numbered upgrade in 2½ years—and we watched the livestream so you don’t have to. We break down the three-tier model lineup (GPT-5, Mini, Nano), the new one-model-fits-all interface, and fresh features like customizable “personalities,” advanced voice, interactive canvas UIs, plus direct Gmail + Google Calendar integration that promises true agent-style productivity. Live demos wowed us with instant code-generated apps and visuals, yet inconsistent charts, a weird eulogy bit, and early hallucinations left the reveal feeling more underwhelming than earth-shattering. Tune in for our unfiltered takes on why GPT-5 is powerful, but maybe not the “AI Super Bowl” fans expected. Lees meer
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TIMESTAMPS00:00 What's New In GPT-5
03:18 Demo's
07:26 Chart Fraud?
10:17 Hot Or Not?
15:00 Mid Benchmarks?
21:55 The BEST New Feature------
RESOURCESGPT-5: https://openai.com/gpt-5/
Josh: https://x.com/Josh_Kale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
OpenAI Just Gave Away Their Secret Formula... For Free?
6 augustus 2025 · 27 min
In this episode, we discuss OpenAI's shift to open-source with the release of a 120 billion and a 20 billion parameter model for local use. Ejaaz and Josh highlight the democratization of AI access, enhanced privacy, and customization opportunities. Lees meer
We analyze the competitive landscape against major Chinese models and hint at the anticipated GPT-5 release. Tune in for insights into this transformative moment in AI!
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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
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TIMESTAMPS0:00 OpenAI's Surprising Release
1:30 The Power of Open Source Models
3:28 Local Computing Revolution
5:33 Privacy and Personalization
6:54 The Impact on Industries
9:32 Testing the New Models
17:43 Competing with Chinese Models
24:06 The Future of AI Technology
26:29 Anticipating GPT-5------
RESOURCESJosh: 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 -
The X-Rated AI Companion That’s Going Mega Viral | Grok Companions (xAI)
6 augustus 2025 · 25 min
In this episode, we dive into Elon Musk's xAI, discussing the launch of virtual companions and the innovative text-to-video tool, Imagine. We explore how these AI characters, like the flirty Ani and sarcastic Rudi, redefine user interactions by fostering deeper connections and engagement. The conversation highlights Imagine's fast content generation capabilities, merging creativity with emotional resonance. Join us for insights into XAI's bold approach and its potential to reshape the future of AI! Lees meer
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TIMESTAMPS0:00 AI Companions Unleashed
3:37 Unique Personalities of AI
5:59 Meet Valentine
8:15 The Controversial Nature of Companions
13:30 New Product: Imagine
15:37 Speedy Image and Video Generation
22:11 The Future of AI Interaction
24:35 Conclusion and Call to Action------
RESOURCESJosh: 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 -
OpenRouter: The Only AI Tool You'll Ever Need | Founder Alex Atallah
4 augustus 2025 · 1 uur 10 min
In this episode, we chat with Alex Atallah, founder of OpenRouter AI, a platform that aggregates over 400 LLMs. He shares his transition from co-founding OpenSea to leading innovations in AI, addressing fragmentation in the AI model landscape. Lees meer
We discuss community engagement, model analytics, and the challenges of open-source vs. closed-source frameworks.
Join us for insights on the future of AI and how user control can shape technological advancements at Open Router!
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TIMESTAMPS0:00 Intro
2:06 Journey from OpenSea to OpenRouter
5:52 Exploring Frontiers of Technology
7:16 Patterns in New Opportunities
10:06 The Role of Enthusiast Communities
13:13 Early Innovations in AI
15:18 Insights on Model Development
19:17 Understanding OpenRouter’s Functionality
24:13 Choosing the Right Model
27:04 Benchmarking and Performance Metrics
29:27 The Importance of Token Metrics
34:24 Collaborations with Major AI Players
35:20 Open Source vs. Closed Source Models
39:19 Future Trends in Model Adoption
43:06 The Role of Innovation in AI
46:23 Comparing Global AI Talent
50:29 Data Utilization Strategies
57:18 Future of AI Agents
1:01:20 OpenRouter's Vision for the Future
1:04:04 Trends in AI and NFTs------
RESOURCESAlex Atallah: https://x.com/xanderatallah
OpenRouter: https://openrouter.ai/
Josh: https://x.com/Josh_Kale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
AI Arms Race: Can Elon’s 550,000 GPU Monster Beat OpenAI’s Stargate?
1 augustus 2025 · 32 min
In this episode: AI Scaling Wars, we dive into the fierce competition among AI giants like XAI, OpenAI, Anthropic, and Google to build massive data centers for achieving superintelligence, with XAI leading the pack by constructing their Colossus 2 supercluster, boasting over 550,000 GPUs in record time. Lees meer
Elon Musk's team at XAI has revolutionized the process, slashing a typical four-year build to just 19 days for Colossus 1, leveraging innovative hacks like integrating Tesla Megapacks for stable power, all while aiming for 50 million H100-equivalent GPUs that could consume 2% of global electricity.
We contrast this with OpenAI's ambitious Stargate project, facing funding drama amid a $500 billion investment plan, and discuss how these efforts prioritize training over inference to accelerate AI progress. Ultimately, this arms race promises breakthroughs in science and job creation in America, but raises questions about energy demands, national security, and who will claim the prize of godlike AI.
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TIMESTAMPS00:00 Intro To Scaling Wars
05:42 This Scale is Insane
10:17 New Chip Architecture
15:00 Competing Strategies
20:13 What's Everyone Else Doing?
26:44 Bringing Chips To The USA------
RESOURCESJosh: https://x.com/Josh_Kale
Ejaaz:https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
AI Browsers Will Completely Change How You Use The Internet
30 juli 2025 · 28 min
In this episode, we explore the rise of AI browsers and their potential to transform web navigation. Reflecting on the static nature of traditional browsers, we question if AI represents a genuine evolution or just a cosmetic upgrade. Lees meer
We share our experiences with Perplexity's Comet and Microsoft’s Edge and debate the future of intuitive AI interfaces. Don't miss our upcoming interview with Perplexity's CEO as we consider whether AI browsers are revolutionary or simply a nostalgic echo!
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TIMESTAMPS0:00 Intro
1:23 The Evolution of Browsers
2:34 The Rise of AI Browsers
3:27 Players in the AI Browser Market
5:31 Personal Experiences with AI Browsers
11:09 Examples and Use Cases
14:50 The Future of AI Browsers
17:45 Envisioning the Next Generation of Browsers
26:51 Next Up on Limitless------
RESOURCESJosh: https://x.com/Josh_Kale
Ejaaz:https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Neuralink’s Plan To Merge AI With Humans Before It’s Too Lake
29 juli 2025 · 10 min
Is the future of humanity dependent on the groundbreaking potential of brain-machine interfaces? Lees meer
Explore Neuralink’s Telepathy and its success in restoring mobility for paralyzed patients with us. What about the ethical implications of granting access to our thoughts, Elon Musk's vision for enhancing human cognition in an AI-dominated future, and the possibilities of telepathic communication and augmented senses?
As we outline Neuralink’s ambitious roadmap toward 2030, we invite you to reflect on the merging of technology and humanity.
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TIMESTAMPS0:00 Intro to Neuralink
1:00 Real Medical Technology
1:40 Human Liberation
2:35 Civilizational Survival
4:50 Singularity and Transhumanism
6:40 Timelines
8:00 A Connected Future------
RESOURCESJosh: https://x.com/Josh_Kale
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
OpenAI and Google Just Beat the World's Smartest Mathematicians
24 juli 2025 · 26 min
In this episode, we celebrate OpenAI and Google's historic gold medal wins at the International Math Olympiad, showcasing significant advancements in problem-solving abilities. Lees meer
We discuss the technological breakthroughs enabling these achievements and the implications for education as AI challenges traditional notions of intelligence.
However, the competition was not without its share of AI drama, as the giants continue to compete at all costs in the AI game of thrones.
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TIMESTAMPS0:00 Intro
1:35 AI vs. Math Olympiad
4:11 OpenAI's Breakthrough
6:54 The Gold Medal Debate
8:39 The Controversy Unfolds
12:51 The Google OpenAI Drama
13:42 OpenAI's Desperate Moves
15:20 The Models' Progress
17:38 A New Era of Intelligence
21:05 The Impact on Education
25:13 Redefining Intelligence
25:37 Conclusion and Farewell------
RESOURCESJosh: https://x.com/Josh_Kale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
OpenAI Announces the ChatGPT Agent: Everything You Need to Know
23 juli 2025 · 28 min
In this episode, we explore OpenAI's ChatGPT Agent, an AI assistant designed to enhance productivity by automating daily tasks. Lees meer
We react to its features and discuss its potential impact on finance and e-commerce, as well as the workforce. Tune in for insights into AI's capabilities and ethical implications, and join us next week as we examine the future of AI browsers!
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TIMESTAMPS0:00 Intro
1:25 Initial Reactions to the Agent
4:04 Testing the Agent's Capabilities
7:09 User Experience with the Agent
9:16 Enhancements and Limitations
11:50 Future of AI and Agents
14:26 Financial Applications of the Agent
15:52 Everyday Use Cases for the Agent
19:53 Impact on Retail and Ecommerce
22:47 Security Concerns with AI Agents
25:23 The Workforce Transformation
28:03 Conclusion and Future Outlook------
RESOURCESJosh: https://x.com/Josh_Kale
Ejaaz:https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Delphi Digital: Why the 10,000x Crypto Fund is Pivoting to AI
21 juli 2025 · 1 uur 12 min
In this episode, we dive in with cofounders and department heads of Delphi Digital, a transformative research, investment, and incubator firm whose crypto roots are expanding out into AI. Lees meer
Co-founders Anil, Yan, and Jose discuss their rapid rise to ten-figure growth, their unique research and incubation model, and insights on investment strategies in AI. They also introduce Delphi Intelligence, a new platform for democratizing AI insights. Don’t miss this quick dive into the future of tech and investment.
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TIMESTAMPS0:00 Intro
0:45 Delphi Digital
2:53 Transition from Crypto to AI
5:49 Incubating AI Companies
8:36 Building an Edge
11:31 The Value of Research
14:51 Founders
17:57 AI's Market Dynamics and Future
24:28 Finding an Edge in AI
31:54 Structuring Opportunities in AI
34:47 The Bull Case for ChatGPT Wrappers
39:52 The Role of Customization in AI
45:29 AI's Evolving User Experience
52:38 Emerging Contrarian Trends in AI
1:08:11 Introduction to Delphi Intelligence
1:10:24 Conclusion and Future Insights------
RESOURCESDelphi Digital:
https://x.com/Delphi_DigitalYan Liberman:
https://x.com/YanLibermanAnil Lulla:
https://x.com/anildelphiJose Maria Macedo:
https://x.com/ZeMariaMacedo------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
The War for Windsurf: The $3B AI Coding Agent (OpenAI vs Google vs Cognition)
17 juli 2025 · 27 min
Windsurf has had a tumultuous few weeks. The AI Coding startup's $3 billion acquisition by OpenAI fell through, leaving its 250 employees in turmoil. Lees meer
We discuss the tension between corporate ambitions and employee welfare, spotlighting the ethical dilemmas in the tech industry.
Following the drama, Cognition steps in to acquire Windsurf's assets, providing remaining employees with a second chance. Tune in for key insights on corporate responsibility and the harsh realities of startup life.
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TIMESTAMPS00:00 Setting The Stage
03:55 How Does It Work?
08:24 The $3 Billion Dollar Rug Pull
11:48 What Led To This
14:47 Why Are They Worth SO MUCH?
18:50 New Acquisition!
21:53 Who Really Wins Here?------
RESOURCESJosh: 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 -
Kimi K2 is the Open Source Claude-Killer | US vs China AI
16 juli 2025 · 43 min
Kimi K2 is a groundbreaking open-source AI model from China with 1 trillion parameters. We discuss its competitive advantages, including low operational costs and superior coding capabilities through a "mixture of experts" approach. Lees meer
Josh highlights the implications for AI competition as Kimi K2 emerges in the market alongside OpenAI’s plans for an open-source model.
We also explore Kimi K2’s two versions—Base and Instruct—its impact on the AI landscape, and the challenges faced by OpenAI's ChatGPT, xAI's Grok, and Anthropic's Claude. Tune in for key insights on how Kimi K2 could reshape AI development!
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💫 LIMITLESS | SUBSCRIBE & FOLLOW
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https://x.com/LimitlessFT-----
TIMESTAMPS0:00 Intro
0:58 The Rise of Kimi K2
2:49 Efficiency and Cost Benefits
3:53 Training Breakthroughs Explained
5:37 Innovations in AI Training
6:30 The Impact of Open Source
8:05 Competitive Landscape of AI
9:41 Context Window Capabilities
12:55 The Surge of Kimi K2
15:36 Market Adoption Insights
19:57 Versions of Kimi K2
24:21 Privacy and Local AI
26:30 The AI Talent Landscape
31:04 China's AI Competitive Edge
32:40 Open Source vs. Closed Source
40:19 Closing Thoughts and Future Prospects
42:49 Get Involved-----
RESOURCESJosh: 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 -
Dwarkesh Patel: The Scaling Era of AI is Here
14 juli 2025 · 1 uur 31 min
Renowned podcaster Dwarkesh Patel joins us to explore the "scaling era" of AI, characterized by rapid growth and significant compute investments. He discusses the impact of neural networks and transformers, the implications of scaling laws, and potential constraints as we approach artificial general intelligence (AGI). Lees meer
Patel shares his skepticism about whether current AI models exhibit true intelligence, addresses ethical concerns around AI safety, and emphasizes the responsibilities of developers. The conversation touches on geopolitical dynamics, with major players like the U.S. and China shaping the future.
Concluding with a cautious outlook, Patel suggests a 60% chance of AGI by 2040 and highlights the importance of navigating AI complexities thoughtfully.
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TIMESTAMPS00:00 Start
02:15 Introduction to Dwarkesh Patel
05:45 Defining the Scaling Era
12:00 Compute
20:00 Neural Networks and Human Intelligence
28:30 Reasoning Limits of Current AI
35:40 Implications of Energy Shortages
42:10 Human-AI Relationships
51:00 AI Alignment and Moral Responsibility
01:02:15 Geopolitical Considerations
01:12:30 AI Accountability and Governance
01:20:00 The Road Ahead for AI
01:30:00 Closing Remarks------
RESOURCESDwarkesh:
https://x.com/dwarkesh_spThe Scaling Era: An Oral History of AI, 2019–2025:
https://www.amazon.com/Scaling-Era-Oral-History-2019-2025/dp/1953953557------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Grok-4 Is Now The Smartest AI Model In The World | Everything You Need To Know
10 juli 2025 · 40 min
Grok-4 just leap-frogged every frontier model, topping AGI and coding benchmarks, crushing PhDs across disciplines, and even selling vending machines better than humans, all barely 28 months after XAI was born. We unpack the launch event, new voice mode, gaming-first tools, Grok-Heavy’s multi-agent powerhouse, and why Elon’s Tesla integration could make AI your on-the-go co-pilot. Stick around for what this acceleration means as GPT-5, Claude 4.5, and Gemini 3.0 line up next. Lees meer
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TIMESTAMPS
00:00 Grok4 Is Now The Smartest AI In The World
05:19 How Did They Do It?
08:00 Humanities Last Exam
13:12 The AGI Test
18:50 Grok Gaming
23:12 Video Generation
26:01 Grok Heavy Is Insane
32:02 Grok For Tesla
35:39 What's Next------
RESOURCESJosh: 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 -
CEO of X Linda Yaccarino Unexpectedly Steps Down Hours Before Grok 4 Release
9 juli 2025 · 34 min
This morning, the CEO of X, Linda Yaccarino has unexpectedly stepped down just hours before Elon and the xAI team announce the release of Grok 4. Lees meer
This happens at an interesting time as we have: Grok going rogue last night, Grok4 announcement from Elon this evening, and product legend Nikita Bier recently joining as head of product.
We've compiled all the evidence - Here's everything you need to know about the saga.
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-----TIMESTAMPS
00:00 Linda Steps Down
07:47 Who TF Is Nikita Bier
17:59 OpenAI vs xAI World Building
24:12 Grok4 Integrations
31:09 The X Universe IS HUGE------
RESOURCESJosh: 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 -
Cathie Wood: Inside ARK's $20 Trillion Dollar Bets In AI, Elon Musk, Robotaxies, Brain Implants, & Crypto
7 juli 2025 · 1 uur 34 min
Cathie Wood is placing some of the boldest bets in investing history, spanning AI, robotaxis, brain chips, crypto, and even space. In this episode of Bankless, the ARK Invest CEO joins Chief Futurist Brett Winton to break down her five highest-conviction technologies - opportunities she believes could unlock over $20 trillion in enterprise value.
You’ll hear why Elon Musk’s empire is at the center of it all, how Tesla’s robotaxis could become the biggest AI project on Earth, and why Neuralink, Starship, and stablecoins are converging to spark a new era of productivity and exponential growth.
This isn’t just tech optimism - it’s Cathie Wood’s vision for the future of innovation. Lees meer-----
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TIMESTAMPS0:00 Intro
3:07 Elon Musk and the Data Flywheel
9:58 The Power of Wright’s Law
17:28 Forecasting AI’s Trillion-Dollar Impact
21:36 Why ARK Owns xAI, OpenAI, and Anthropic
27:05 Google and Apple’s AI Blindspots
33:54 Why X Merged with xAI
42:16 Robotaxis: The Biggest AI Project on Earth
50:03 Robo GDP: AI’s Real-World Economic Boost
53:33 Tesla’s Scaling Advantage
59:28 The Humanoid Opportunity
1:07:08 Neuralink: AI, Enhanced
1:12:00 Starlink & SpaceX: The $2.5T Bet
1:18:27 Crypto’s Stablecoin Supercycle
1:29:45 Macro & Trump’s Strategy-----
RESOURCESCathie Wood
https://x.com/CathieDWoodBrett Winton
https://x.com/wintonARKArk’s SpaceX Report
https://www.ark-invest.com/articles/valuation-models/ark-expected-value-spacex-2030---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
The $2 DNA Test That Could Add 50 Years to Your Life | Google AlphaGenome is Here
4 juli 2025 · 32 min
Imagine spitting into a $2 test tube, dozing off, and waking up to an AI-written health roadmap that flags hidden genetic typos and tells you exactly how to dodge disease. That’s the jaw-dropping future unlocked by Google’s new “Alpha Genome.” 🧬✨ In this episode, Josh and Ejaaz break down how this model reads a million DNA letters at once, pairs with CRISPR to correct single-letter glitches, and slashes genome-sequencing time from 30 days to a single night. They also reveal Microsoft’s new diagnostic AI that outperforms top physicians 4-to-1, why personalized “always-on” medicine could save $225 billion a year, and how bio-engineering is quietly becoming the next trillion-dollar wave. Hit play to see how AI is rewriting the code of life, and why living to 150 might be closer than you think. Lees meer
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https://x.com/LimitlessFT
-----TIMESTAMPS
00:00 What Is Alpha Genome?
04:56 DNA For Dummies
10:34 The Next Multi Trillion Dollar Industry
11:59 Microsoft's Superhuman Doctor
16:30 How Does It Work?
22:09 Local Models on Your Phone
26:44 The Role of Humans
29:39 The Most Important Tech Of This Decade------
RESOURCESJosh: 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 -
Zuck's $2.3 Billion Talent Heist: Meta's Plot to Crush OpenAI
3 juli 2025 · 33 min
Mark Zuckerberg just wrote the biggest talent-check in tech history - $2.5 B (about $300 M per head) to poach eight of the minds behind GPT-4 and launch “Meta Super-Intelligence Labs.” We unpack how Zuck assembled his AI Avengers, why elite researchers now cost more than NBA rosters, and what this arms race means for OpenAI, Anthropic, and the entire job market. You’ll hear the back-story on secret dinner pitches, eye-watering sign-on bonuses, and whether Meta’s next frontier model will stay open-source or slam the vault shut. Stick around for hard truths about junior dev jobs, the three skills that will keep you relevant, and a few spicy predictions for the road to super-intelligence.
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TIMESTAMPS Lees meer00:00 Start
03:42 Who Secured The Bag?
08:43 $100M Signing Bonus
12:01 Founder Mode Zuck
18:54 Is OpenAI Cooked?
27:59 Meta Going Closed Source?------
RESOURCESDavid: https://x.com/trustlessstate
Josh: https://x.com/Josh_Kale
Ejaaz:https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Did Sam Altman Steal this $6.5 Billion Dollar Idea?
27 juni 2025 · 25 min
In this episode, we dissect the fallout from the highly-anticipated AI hardware reveal by Sam Altman and Johnny Ive. Initially celebrated, the excitement vanished when the announcement and its website disappeared overnight... Lees meer
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💫 LIMITLESS | SUBSCRIBE & FOLLOW
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https://x.com/LimitlessFT------
TIMESTAMPS00:00 Start
07:27 The Human Soul Is Missing
16:11 How To Properly Use AI
20:32 Multi Agent Breakthrough
28:58 Takeaways
42:54 AirPods With Cameras
48:02 Email Screenshots
56:05 The OpenAI Files------
RESOURCESDavid: https://x.com/trustlessstate
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 -
The Dark Side Of ChatGPT: Is AI Making Us Dumber?
26 juni 2025 · 32 min
ChatGPT has become ubiquitous, transforming how we write, code, and even think. Today we explore the potential downsides of relying too heavily on AI, examining whether its convenience might be hindering our own cognitive abilities. Lees meer
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💫 LIMITLESS | SUBSCRIBE & FOLLOW
https://limitless.bankless.com/
https://x.com/LimitlessFT------
TIMESTAMPS00:00 Start
07:27 The Human Soul Is Missing
16:11 How To Properly Use AI
20:32 Multi Agent Breakthrough
28:58 Takeaways------
RESOURCESDavid: https://x.com/trustlessstate
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 -
The Return of Supersonic Air Travel | Blake Scholl, Founder of Boom Supersonic
23 juni 2025 · 1 uur 17 min
Blake Scholl, Founder of Boom Supersonic, shares how he's reviving commercial supersonic flight for the first time in over 50 years. From Concorde’s failure to Boom’s modern breakthroughs, Blake walks us through the engineering, regulatory, and economic obstacles that once grounded high-speed air travel and how they’re finally being overcome. Lees meer
We explore the design of Boom’s Overture jet, the technology stack behind “boomless” cruise, and the company’s lean, high-stakes path from prototype to production. Blake also reflects on his journey from Amazon and Groupon to building jets, proving that audacious missions attract the best people and the boldest ideas.
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------
TIMESTAMPS
0:00 Intro
4:06 The Supersonic Ban Mistake
8:37 Reviving Speed: Boom’s Mission13:09 Cracking the Business Model
15:10 The Tech Stack Behind Overture
20:51 Building at Scale
33:00 Risk and Resilience
37:58 What Makes Overture Different
45:44 Pricing Supersonic Travel
51:27 Prototype to Passenger Flight1:04:17 Clearing Regulatory Hurdles
1:06:21 Boomless Cruise
1:13:35 Why This Could Still Fail
1:18:04 Advice
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RESOURCES
Blake Scholl
https://x.com/bscholl
Boom Supersonic
https://boomsupersonic.com/
Boomless Cruise
https://boomsupersonic.com/boomless-cruise
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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How the #1 AI Video Creator is Hacking Hollywood
20 juni 2025 · 36 min
AI director PJ Ace walks us through how he used Google’s Veo3 to craft the first fully AI-generated commercial to air during the NBA Finals, racking up 100 million views while slashing production costs by 10×. In this conversation he breaks down his prompt stack, the viral storytelling formulas brands crave, and the coming disruption to bloated ad agencies and Hollywood workflows. Tune in to hear why hyper-personalized ads, instant character creation, and daily blockbuster-quality content are about to redefine the creator economy and how you can ride the wave. Lees meer
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TIMESTAMPS0:00 Intro
05:32 How To Guide
10:05 Is AI Cheating?
15:04 Disrupting Industries
19:25 Incoming Unlocks
22:51 Impacting Culture
29:22 Future Of TV Shows
33:30 Looking Forward------
RESOURCESFind PJ Here:
https://x.com/PJaccetturo
https://pjace.beehiiv.com/David: https://x.com/trustlessstate
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 -
Video Will Never Be The Same: How Veo3 is Breaking the Internet
19 juni 2025 · 38 min
Google’s new video model Veo 3 just let one creator crank out a $2 k, three-day commercial that ran in the NBA Finals—proof that AI can out-produce multimillion-dollar ad agencies overnight. We break down how its eight-second clips with built-in sound now enable talking characters, viral absurdity, and creator-less channels, from stormtrooper vlogs to fake pharma spots. But Veo 3’s realism also fuels deep-fake missile strikes and reality-bending stunts, so spotting the fraud is becoming a full-time job. Stick around for our chat with solo mastermind PJ Ace to hear how he pulled off the ad that fooled millions. Lees meer
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💫 LIMITLESS | SUBSCRIBE & FOLLOW
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TIMESTAMPS00:00 Veo3 Is Out Of Control
10:37 Stormtroopers
20:26 How Far Does This Go?
23:53 Fake Missiles
28:59 Pro's And Cons
32:21 What To Watch------
RESOURCESDavid: https://x.com/trustlessstate
Josh: https://x.com/Josh_Kale
Ejaaz:https://x.com/cryptopunk7213
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Inside Meta's $15B AI Crashout and $100M Employee Signing Bonus
18 juni 2025 · 28 min
Imagine answering the phone with Mark Zuckerberg on the line offering you $100 Million Dollars to come work for him 💰 Lees meer
That's the reality some OpenAI employees found themselves in as Meta goes on a $15B spending spree to acquire ScaleAI and some of the best talent in the world
Oh and also Meta's been publishing your AI history publicly for everyone to see... it's an interesting week for Meta
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https://x.com/LimitlessFT
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TIMESTAMPS0:00 $100M employee bonus?
17:58 META's AI Flop------
RESOURCESDavid: https://x.com/trustlessstate
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 -
Zipline: The Drone Delivery Company that Saves Lives & Beat Amazon | Keller Rinaudo Cliffton
16 juni 2025 · 1 uur 3 min
In this episode, Co-founder and CEO Keller Renaudo discusses Zipline's groundbreaking work in autonomous logistics, highlighting their achievement of over 1.4 million deliveries of critical supplies like blood and vaccines, all while operating a fleet that has flown over 100 million miles. With a mission to make logistics ten times faster, half the cost, and emission-free, Zipline started by addressing healthcare needs in Rwanda, significantly impacting maternal mortality rates. Lees meer
Keller shares the strategic decision to focus initially on blood delivery, likening it to Amazon's early niche. The conversation also covers Zipline's expansion into grocery delivery and the challenges of navigating regulatory landscapes, which they overcame through a strong safety record. The episode wraps with Keller's optimistic vision for Zipline's future growth, aiming to reshape logistics and improve accessibility across America.
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💫 LIMITLESS | SUBSCRIBE & FOLLOW
https://limitless.bankless.com/
https://x.com/LimitlessFT------
TIMESTAMPS0:00 Intro
0:32 The Vision of Zipline
1:45 Life-Saving Deliveries
7:28 Focusing on Healthcare
17:07 Expanding Beyond Blood
23:55 From Blood to Groceries
31:58 Automating Delivery Systems
39:14 Designing for Quietness
45:23 Safety and Reliability
48:17 Navigating Regulations
51:46 The Future of Autonomous Delivery
56:29 Constant Innovation and Scaling
1:00:18 Path to Going Public------
RESOURCESKeller: https://x.com/Keller
Zipline: https://t.co/pwJwilUfMo
David: https://x.com/trustlessstate
Josh: https://x.com/Josh_Kale
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Why Apple's Siri Is Still So Bad In The Age Of AI… Or Is It?
12 juni 2025 · 1 uur 15 min
WWDC 25 left Twitter roasting “Liquid Glass,” yet we dig past the glossy UI to uncover Apple’s real AI play: MLX-powered, on-device inference that could turn 2 billion iPhones into a zero-cost compute network. We debate whether that makes Apple a sleeping giant or just late. Then we unpack Apple’s own research paper calling frontier “reasoning” models overrated, just as OpenAI drops O3 Pro: a PhD-level assistant that writes business plans, slashes API costs 80 %, and arrives with an uncannily human voice mode that’s already replacing therapists and drinking buddies. From the rise of AI companions (hello, digital spouses?) to $100 M signing bonuses luring elite researchers from Big Tech to Anthropic & OpenAI, we map the new talent war and what it means for the rest of us. Strap in for rants, hot takes, and the AI stories that actually matter beyond the hype of liquid…ass. Lees meer
------
💫 LIMITLESS | SUBSCRIBE & FOLLOW
https://limitless.bankless.com/
https://x.com/LimitlessFT------
TIMESTAMPS00:00:00 WWDC Flop Or Not
00:07:19 The Bull Case For Apple Intelligence
00:12:23 Free Inference?!
00:15:44 The Bear Case
00:24:30 Apple's Hater Report
00:34:18 Open AI o3 Pro Release
00:44:03 o3 Costs Down 80%? Cheating?
00:51:17 New Voice Mode Is... Incredible
01:00:26 Clone Loved Ones?
01:06:58 9 Figure Salaries?------
RESOURCESDavid: https://x.com/trustlessstate
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 -
U.S. vs China's Race to Superintelligence | Jeremie & Edouard Harris
11 juni 2025 · 1 uur 29 min
In this episode, Jeremie and Edouard Harris, co-founders of Gladstone AI and national security advisors, join us to break down the real score in the U.S.–China AI race.
We unpack what it actually means to “win” in AI: from cutting-edge model development and compute infrastructure to data center vulnerabilities, state-sponsored espionage, and the rise of robotic warfare. The Harris brothers explain why energy is the hidden battleground, how supply chains have become strategic liabilities, and why export controls alone won’t save us.
This is not just a geopolitical showdown - it’s a race for superintelligence, and the clock is ticking. Lees meer------
💫 LIMITLESS | SUBSCRIBE & FOLLOW
https://pod.link/1813210890
https://x.com/LimitlessFT------
TIMESTAMPS0:00 AI race: who's ahead?
3:36 Framing AI as an arms race
9:06 Gov't awareness of AI conflict
16:46 AI reports feel like sci-fi
20:52 China vs US: model race
25:19 Shift to inference-time compute
27:27 China’s software vs US hardware
30:36 Open vs closed source politics
35:04 China’s energy dominance
39:40 America’s electric grid lag
44:03 Supply chain vulnerabilities
52:38 US chipmaking onshoring
55:35 U.S. lead in chips
58:27 DUV vs EUV bottlenecks
1:02:53 Manufacturing gap in robotics
1:06:20 Fear vs optimism in culture
1:10:53 Coordination vs dynamism
1:15:37 Bot-driven opinion warfare
1:19:25 China pushing degrowth narratives?
1:22:32 National security recommendations
1:27:03 Co-op or conflict endgame?
1:30:54 Closing------
RESOURCESJeremie Harris
https://x.com/jeremiecharrisEdouard Harris
https://x.com/harris_edouardAmerica’s Superintelligence Project
https://superintelligence.gladstone.ai/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
How AI Brings Manufacturing Back to America | Aaron Slodov, Atomic Industries
9 juni 2025 · 1 uur 5 min
In this episode of the Limitless Podcast, we interview Aaron Slodov, CEO of Atomic Industries, on the urgent need for innovation in manufacturing. Lees meer
Aaron emphasizes the importance of transitioning from digital (bits) to physical (atoms) advancements, highlighting AI’s potential to transform production processes and tackle the skills gap in the workforce.
He advocates for local manufacturing, using the "layer cake" analogy to illustrate investment needs at all levels. Concluding with a hopeful perspective, Aaron introduces the New American Industrial Alliance (NAIA), inviting listeners to participate in reshaping the future of manufacturing.
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TIMESTAMPS00:00 Start
02:15 Innovation in Digital vs. Physical Worlds
10:42 Shift from Bits to Atoms
15:30 Importance of Manufacturing for National Strength
20:00 Layer Cake Analogy
30:45 Supply Chain Dependencies
37:12 Skills Gap and AI in Manufacturing
42:55 Precision in Manufacturing
51:30 Vision for a Modern Workforce
01:02:10 New American Industrial Alliance (NAIA)
01:10:00 Call to Action------
RESOURCESAaron Slodov: https://x.com/aphysicist
Atomic Industries: https://www.atomic.industries/
NAIA: https://newindustrials.org/
David: https://x.com/trustlessstate
Josh: https://x.com/Josh_Kale
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Stargate: OpenAI’s $500B Plan to Build a Planet-Sized Supermind
5 juni 2025 · 1 uur 2 min
Project Stargate a $500 billion, multi-gigawatt data-center network from OpenAI, Microsoft, and the U.S. government—signals that control of watts and GPUs is replacing oil and nukes as the world’s new hard power. We trace how Texas and Abu Dhabi super-clusters, chip export quotas, and Taiwan’s bottleneck are redrawing geopolitical lines, while Meta’s VO-3-powered ads reveal a coming internet optimized for hyper-personalized persuasion. The crew also unpacks Anthropic’s Game-of-Thrones clash with OpenAI over Claude access and the $1.5 billion Builder.ai “no-AI” scandal, exposing the razor-thin line between breakthrough and buzzword. If you want to understand how compute, capital, and national security will shape the 2030s, hit play. Lees meer
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TIMESTAMPS00:00 Stargate's International Expansion
10:06 How Big Of A Deal Is This?
15:46 Governments vs Private AI
22:18 Who Owns The Data?
25:37 Content Addiction Endgame
35:39 This Is A Big Deal
41:19 Can This Be A Good Thing?
48:39 Fake AI Agents??
56:41 Game Of Thrones Update------
RESOURCESDavid: https://x.com/trustlessstate
Josh: https://x.com/Josh_Kale
Ejaaz:https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
AI DEBATE: Runaway Superintelligence or Normal Technology? | Daniel Kokotajlo vs Arvind Narayanan
4 juni 2025 · 1 uur 10 min
Two visions for the future of AI clash in this debate between Daniel Kokotajlo and Arvind Narayanan. Lees meer
Is AI a revolutionary new species destined for runaway superintelligence, or just another step in humanity’s technological evolution—like electricity or the internet?
Daniel, a former OpenAI researcher and author of AI 2027, argues for a fast-approaching intelligence explosion. Arvind, a Princeton professor and co-author of AI Snake Oil, contends that AI is powerful but ultimately controllable and slow to reshape society. Moderated by Ryan and David, this conversation dives into the crux of capability vs. power, economic transformation, and the future of democratic agency in an AI-driven world.
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TIMESTAMPS0:00 Intro
1:38 IS AI Normal Tech?
27:13 Capability & Power
39:48 Manageable or Existential?
47:32 AGI Milestone
55:28 AI by 2030
1:07:03 Making Sense
1:11:05 Closing & Disclaimers------
RESOURCESDaniel Kokotajlo
https://x.com/dkokotajloArvind Narayanan
https://x.com/random_walkerTwo Paths For AI - Daniel
https://www.newyorker.com/culture/open-questions/two-paths-for-aiAI as Normal Technology - Arvind
https://knightcolumbia.org/content/ai-as-normal-technologyAI 2027 - Daniel
https://ai-2027.com/AI Snake Oil - Arvind
https://www.aisnakeoil.com/
https://www.amazon.com/Snake-Oil-Artificial-Intelligence-Difference/dp/069124913XPause AI
https://pauseai.info/pdoom------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
How Nuclear Solves the Energy Problem | Valar Atomics' Isaiah Taylor
2 juni 2025 · 1 uur 8 min
In this episode, Isaiah Taylor, co-founder of Valor 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. 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. Lees meer
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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------
RESOURCESIsaiah: https://x.com/isaiah_p_taylor
Valar Atomics: https://www.valaratomics.com/
David: https://x.com/trustlessstate
Josh: https://x.com/Josh_Kale
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
The New OpenAI Gadget Will Change The World | AI Calls The Cops | AI Agent OnlyFans
29 mei 2025 · 1 uur 3 min
Johnny Ive is back—this time with a $6.5 billion OpenAI partnership to build the “iPhone-killer” of the AI era. In this episode we break down what Ive’s new hardware could look like, why OpenAI is racing to ship 100 million units by 2027, and what it means for Apple’s fading Siri strategy. We also dive into the week’s wildest model news: Anthropic’s Claude 4 threatening to snitch, OpenAI’s 0.3 refusing to shut down, and a squad of AI agents that tried everything from cat-video binges to OnlyFans to raise money for charity. Strap in for a rapid tour of AI hardware hype, rogue-model antics, and the coming battle for the next great computing platform. Lees meer
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TIMESTAMPS
00:00 The New AI Device
10:18 Why Does It Even Need To Exist
17:50 Why Replace The iPhone?
21:27 What Does It Look Like?
25:50 Why Not Glasses?
30:34 When Is It Coming?
35:56 Apple's Strategy
41:26 Claude Calls The Cops
49:22 OpenAI Model Goes Rogue
56:01 Jailbreaking Models
57:27 Agents On OnlyFans------
RESOURCESDavid: https://x.com/trustlessstate
Josh: https://x.com/Josh_Kale
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 Intelligence Curse: How AGI Makes Us All Obsolete | Luke Drago & Rudolf
27 mei 2025 · 1 uur 29 min
Welcome to Limitless. Today we’re joined by Luke Drago and Rudolf, authors of the powerful essay series "The Intelligence Curse." Lees meer
Together, we explore a future where artificial general intelligence (AGI) threatens to upend the economic and social contracts that underpin modern civilization. Will AI empower us or make us obsolete?
We unpack how labor-replacing AI could dismantle the very incentives that once gave rise to liberal democracies, social mobility, and human-centered innovation—and what it might take to build a future worth living in.
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TIMESTAMPS0:00 What is the Intelligence Curse
4:29 Resource Curse
8:20 Pyramid Replacement
18:19 Institutional Pushback
21:25 Capital, AGI & Human Ambition
32:00 Liberalism Falls Apart?
36:30 Powerful Actors
41:15 Rentier States
46:19 Human Labor in a AGI World
52:46 Nation States
57:37 Shaping the Social Contract
1:06:23 AI Snake Oil?
1:07:41 Balance of Power
1:08:51 Breaking the Intelligence Curse
1:16:45 Vitalik’s Defensive Accelerationism
1:18:16 Diffusion
1:19:58 Open-Source AI
1:22:06 Democratization
1:24:06 Who WIns?
1:26:43 Action Items
1:29:17 The Positive Scenario
1:30:21 Closing------
RESOURCESLuke Drago
https://x.com/luke_drago_Rudolf Laine
https://x.com/LRudL_Intelligence Curse
https://intelligence-curse.ai/Time Op-ed
https://time.com/7289692/when-ai-replaces-workers/Contact Form
https://docs.google.com/forms/d/e/1FAIpQLSft2iBV9z1AYsM3TcDnh8z3juc2k4yD0TQTZ91oy37S-KlSSQ/viewformAI Snake Oil - Arvind Narayanan
https://press.princeton.edu/books/hardcover/9780691249131/ai-snake-oilVitalik’s Defensive Accelerationism
https://vitalik.eth.limo/general/2023/11/27/techno_optimism.html------
Not financial or tax advice. See our investment disclosures here:
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Will Google's Veo 3 Destroy Hollywood?! | Everything Announced At Google I/O
22 mei 2025 · 1 uur 9 min
Google’s Veo 3 is spitting out blockbuster-grade videos with actors that talk, while Tesla’s Optimus learns new dance moves by binge-watching YouTube. In this week’s AI Rollup we race through the avalanche of announcements from Google I/O, OpenAI, Meta and Microsoft and ask: are we witnessing the dawn of an endless creativity boom…or turbo-charged P-Doom? Buckle up. Lees meer
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TIMESTAMPS00:00:00 Hollywood In a Prompt
00:11:38 Google IO's Wild Announcements
00:19:08 Google's AI Search
00:22:04 Startup Destruction
00:30:35 Monopoly Risks
00:36:17 Early AGI Progress?
00:45:14 Percentage of Doom?
00:49:19 Meta's Big Breakthrough
00:57:03 Humanoid Robots Learn From Youtube
01:02:50 EMP Grenades
01:06:40 You Should Threaten ChatGPT------
RESOURCESDavid: https://x.com/trustlessstate
Josh: https://x.com/Josh_Kale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
AI Will Take Your Job in 3 Years: Your Playbook to Survive (& Thrive) | Arjun Bhuptani
19 mei 2025 · 1 uur
In this eye-opening episode, Arjun Bhuptani joins us to unpack the provocative thesis behind his viral thread: that we have only a few years left where most human labor remains valuable. Lees meer
We explore why the job market may never look the same again, the rising tide of AI-augmented competition, and what individuals can do to adapt and thrive in the face of rapidly advancing automation. This isn’t just a doomer take — it’s a roadmap for navigating a future that's arriving faster than we think.
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TIMESTAMPS
0:00 Intro
2:01 Is Humanity Doomed?
5:04 Should We Go Off-Grid?
12:42 AI’s Impact On Labor
22:02 Don’t Panic
34:46 AI’s Exponential Progress
42:44 Global Level
50:48 Marc Andreessen’s Take
1:01:55 Closing & Disclaimers
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RESOURCES
Arjun
https://x.com/arjunbhuptani
Arjun Thread
https://x.com/arjunbhuptani/status/1904171348525752537
Marc Andreesen’s Take
https://x.com/vitrupo/status/1917401485530521945
Josh
https://x.com/Josh_Kale
David
https://x.com/TrustlessState
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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Apple's $200B Gut Punch To Google! The AI War Just Escalated
15 mei 2025 · 1 uur 6 min
This week’s AI Rollup is a ringside ticket to the highest-stakes tech brawl on earth. David, Ejaaz and Josh unpack Apple’s threat to yank Google from Safari, the $200 billion market-cap gut-punch that followed, and Microsoft’s tangled profit-share web with OpenAI. Plus why Sam Altman just hired Instacart’s former CEO to turn raw AGI power into everyday apps. They demo the newest frontier models (Gemini 2.5 Flash, China’s trillion-parameter DeepSeek-R2) and explain how cheaper tokens and home-grown Huawei chips could upend the GPU monopoly. Finally, the crew dives into crypto’s AI-agent boom, from VirtuaL launchpad mania to decentralized training networks that promise an open-source Plan B for humanity’s future intelligence. Tune in for the only AI recap you'll need this week. Lees meer
David: https://x.com/trustlessstate
Josh: https://x.com/Josh_Kale
Ejaaz:https://x.com/cryptopunk7213------
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TIMESTAMPS00:00:00 AI Game Of Thrones
00:02:43 The $200B Blow To Google
https://x.com/KobeissiLetter/status/1920154534342459841
https://www.reuters.com/business/apple-looks-add-ai-search-companys-browser-bloomberg-reports-2025-05-07/00:12:59 How To Maximize Use Of AI
00:16:33 The Microsoft Empire
https://www.reddit.com/r/singularity/comments/1kkjop0/the_scale_of_microsofts_influence_in_llms_and00:21:41 Is OpenAI Actually Winning?
00:27:00 OpenAI's New CEO
https://openai.com/index/leadership-expansion-with-fidji-simo/
https://arstechnica.com/ai/2025/05/openai-creates-ceo-of-applications-role-taps-instacarts-fidji-simo/
https://x.com/fleetingbits/status/192051850990762011100:33:33 New Frontier Models
https://x.com/officiallogank/status/1912966497213038686?s=46
https://x.com/itspaulai/status/1912947803338453501?s=46
https://x.com/bongrandp/status/191304024496376643200:39:56 Model Aggregator
00:47:22 DeepSeek R2 Is... Insane?
https://x.com/deedydas/status/1916160465958539480?s=4600:5…
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Shaun Maguire: This Is Far Bigger Than The Internet Boom
12 mei 2025 · 1 uur 28 min
Shaun Maguire, partner at Sequoia and former physicist turned investor, joins the Limitless Podcast to explore why we’re on the verge of a technological renaissance. Lees meer
From AI and silicon photonics to humanoid robots and space infrastructure, Shaun makes the case that the next 20 years will make the internet boom look tame. We dive deep into why America needs 10 SpaceX-level companies, the return of hardware innovation, the energy constraints of the future, and how frontier technologies like Neuralink and Mars colonization might reshape civilization.
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TIMESTAMPS0:00 Intro
3:42 Who’s Shaun Maguire?
6:31 Investing in the AI Age
10:12 Hardware Manufacturing
19:05 Hardware Precedes Software Revolutions
37:30 Energy
45:02 Space Solar Reflectors
50:55 Space Economy
59:25 Elon Musk
1:09:34 Robotics
1:12:49 Neuralink
1:20:32 Doom Scenarios
1:27:11 Closing Thoughts------
RESOURCESShaun Maguire
https://x.com/shaunmmaguireSequoia Capital
https://www.sequoiacap.com/Josh Kale
https://x.com/Josh_KaleDavid Hoffman
https://x.com/TrustlessState------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures