Limitless: An AI Podcast

Limitless

Exploring the frontiers of Technology and AI

  1. THIS WEEK IN AI: Anthropic SpaceXAI Deal | Elon vs OpenAI Trial

    2D AGO

    THIS WEEK IN AI: Anthropic SpaceXAI Deal | Elon vs OpenAI Trial

    There's now a surprising alliance between SpaceX and Anthropic, as they team up to challenge OpenAI after Musk’s unexpected pivot from criticism to collaboration. The $5 billion deal for Anthropic to utilize SpaceX's Colossus One data center aims to meet their escalating compute demands.  We also discuss Anthropic's new AI templates for financial services, a significant $200 billion Google partnership, and other industry developments like floating data centers. ------🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/FOLLOW ON X:   https://x.com/LimitlessFTSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED:           https://limitlessft.substack.com/ ------TIMESTAMPS 0:00 SpaceXAI Anthropic Deal9:43 Elon vs OpenAI Trial15:39 Anthropic Templates21:23 Google Anthropic's Deal24:58 Audio AI26:08 Robotics27:07 Hantavirus28:39 Closing ------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

    30 min
  2. Making Sense of the AI Cycle: Where are We Now?

    3D AGO

    Making Sense of the AI Cycle: Where are We Now?

    Today, we're analyzing the soaring performance of semiconductor stocks fueled by the AI boom, spotlighting gains from SanDisk and Micron. With the substantial increase in tech giants' capital expenditure projections, now exceeding $800 billion, we can project out the trickle-down effects across the layers of the AI ecosystem.  From potential bubble concerns, insights from thought leaders, and the future of memory supply in powering AI applications, we're going to get to the bottom of this AI cycle. ------🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/FOLLOW ON X:   https://x.com/LimitlessFTSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED:           https://limitlessft.substack.com/ ------TIMESTAMPS 0:00 AI Investment Insights3:40 Flow of AI Capital5:46 The AI Layer Stack9:47 Rise of Agentic AI12:29 Demand for CPUs14:33 Memory20:54 AI Infrastructure24:19 Navigating the AI Market ------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

    29 min
  3. The OpenAI Phone is Coming... With an AI Operating System

    4D AGO

    The OpenAI Phone is Coming... With an AI Operating System

    OpenAI's phone, led by iPhone architect Jony Ive, is set to launch in 2027-2028. With a goal of shipping 40 to 50 million units, we explore the implications of an AI-first operating system that redefines user interaction. We compare OpenAI's consumer-focused strategy to Anthropic's enterprise approach, discuss the challenges of competing with Apple, and ponder the hurdles for user adoption. ------🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/FOLLOW ON X:   https://x.com/LimitlessFTSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED:           https://limitlessft.substack.com/ ------TIMESTAMPS 0:00 OpenAI Phone1:28 Features and Design3:01 AI Operating System5:10 Supply Chain and Production Concerns6:09 Johnny Ive's Design Influence8:58 Market Competition and Consumer Interest11:53 OpenAI's Strategic Roadmap14:27 Anthropic’s Shift to Financial Services20:20 Comparing OpenAI and Anthropic24:39 Future of AI-First Hardware25:40 Final Thoughts and Speculations ------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 min
  4. Everyone Needs to Use OpenAI Codex... Until Claude Mythos Comes Out

    5D AGO

    Everyone Needs to Use OpenAI Codex... Until Claude Mythos Comes Out

    Let's examine the fierce competition between AI coding tools Anthropic's Claude and OpenAI's Codex. As Codex emerges with robust updates, we discuss user experiences and showcase demos comparing game development and dashboard creation.  Highlights include Codex's superior interface and innovative features like auto-review and Chronicle. We also explore the broader implications for AI integration in coding tasks. ------🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/FOLLOW ON X:   https://x.com/LimitlessFTSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED:           https://limitlessft.substack.com/ ------TIMESTAMPS 0:00 Claude vs Codex3:25 Image Generation Capabilities4:52 Long Horizon Autonomy8:55 Chronicles10:19 Demo16:49 Dashboard Creation Challenge20:30 The AI Model Harness Explained24:27 The Future of AI Tools26:20 Claude Mythos27:26 Verdicts ------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

    31 min
  5. THIS WEEK IN AI: Massive Quarterly Earnings, Anthropic's Project Deal, Cursor SDK

    MAY 1

    THIS WEEK IN AI: Massive Quarterly Earnings, Anthropic's Project Deal, Cursor SDK

    We tackle the strong earnings reports from Google, Amazon, Meta, and Microsoft, propelled by AI and cloud growth. Google sees a 94% earnings per share surge, while Amazon's AWS boasts 28% growth.  Meta raises revenue by 33% through AI advertising, and Microsoft reports a 40% increase in Azure. We also discuss innovative AI projects like Anthropic’s transaction trial and 11 Labs’ music licensing. ------🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/FOLLOW ON X:   https://x.com/LimitlessFTSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED:           https://limitlessft.substack.com/ ------TIMESTAMPS 0:00 Earnings in Tech History3:41 Google6:22 Amazon10:15 Cash Flow14:47 Meta18:16 Microsoft22:22 Apple26:07 Anthropic Project Deal28:06 Cursor's AI Agent Harness30:06 Eleven Labs38:16 Closing ------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

    39 min
  6. The Trial Begins: Elon vs Sam Altman

    APR 30

    The Trial Begins: Elon vs Sam Altman

    The courtroom showdown between Elon Musk and Sam Altman over OpenAI has begun, with stakes hitting $850 billion and potential damages of $134 billion. As Musk claims he was foundational to OpenAI’s success, Altman’s defense counters with narratives of Musk's bitterness following his exit.  We uncover intriguing diary entries from co-founder Greg Brockman that cast doubt on OpenAI's nonprofit ideals. ------🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/FOLLOW ON X:   https://x.com/LimitlessFTSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED:           https://limitlessft.substack.com/ ------TIMESTAMPS 0:00 The Trial of the Decade1:51 The Power Struggle2:55 Testimonies Begin5:56 The Smoking Gun7:48 Compelling Arguments13:51 The Stakes of the Trial16:56 Peter Thiel's Perspective19:35 The PR Implications20:58 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

    23 min
  7. China Blocks $2B Meta's Acquisition of Manus. It's Getting Real

    APR 28

    China Blocks $2B Meta's Acquisition of Manus. It's Getting Real

    The fallout from Meta's $2 billion acquisition of AI startup Manus, haz beencomplicated by the founders' detention in China and a government order to reverse the deal.  We discuss the implications for US-China relations, the rise of China’s independent AI ecosystem, and the strategic challenges facing Meta CEO Mark Zuckerberg. ------🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/FOLLOW ON X:   https://x.com/LimitlessFTSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED:           https://limitlessft.substack.com/ ------TIMESTAMPS 0:00 Intro1:13 China's Bold Move3:57 The Stakes for Meta5:15 China's Strategy Shift12:46 China's Energy Advantage13:38 Open Source Models19:22 The Future of Meta and China21:19 AI as a Bargaining Chip ------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

    23 min
  8. Owning the Future: USVC Explained with Ankur Nagpal

    APR 27

    Owning the Future: USVC Explained with Ankur Nagpal

    This 20-min convo with the General Partner of USVC explains how you can invest in Anthropic, OpenAI, and other private deals. Until now, it's been extremely difficult to invest in SpaceX if you're not an accredited investor. USVC is trying to change that.$500 minimum. No accreditation. A real fund holding:- SpaceX (20% via xAI)- Anthropic- OpenAI- Crusoe, Vercel, Sierra, Legora We unpacked:- the backlash- how the fee structure actually works- why NAV matters (a lot) ------🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/FOLLOW ON X:   https://x.com/LimitlessFTSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED:           https://limitlessft.substack.com/ ------TIMESTAMPS 0:00 Intro0:47 The Purpose of USVC3:02 NAV and Pricing8:20 OpenAI Case Study10:02 AngelList12:07 Fee Structure Explained14:03 Portfolio Overview17:57 Roadmap ------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

    20 min
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4.9
out of 5
7 Ratings

About

Exploring the frontiers of Technology and AI

Information

  • Creator
    Limitless
  • Years Active
    2025 - 2026
  • Episodes
    170
  • Rating
    Clean
  • Copyright
    © 2026 Limitless
  • Show Website
    Limitless: An AI Podcast

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