Limitless: An AI Podcast

Limitless

Exploring the frontiers of Technology and AI

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

    VOR 1 TAG

    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.
  2. The Trial Begins: Elon vs Sam Altman

    VOR 2 TAGEN

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

    VOR 4 TAGEN

    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.
  4. Owning the Future: USVC Explained with Ankur Nagpal

    VOR 5 TAGEN

    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.
  5. THIS WEEK IN AI: Chat GPT-5.5 Beats Claude Mythos, SpaceX Cursor Rumors, Google's New TPU's

    24. APR.

    THIS WEEK IN AI: Chat GPT-5.5 Beats Claude Mythos, SpaceX Cursor Rumors, Google's New TPU's

    Big week this week. We discuss the launch of OpenAI's ChatGPT 5.5, showcasing its exceptional coding and problem-solving capabilities that surpass competitors like Claude Mythos. Highlights include its implications for fields like mathematics, innovative applications such as a space mission simulator, and a 3D dungeon game.  We also cover industry news on SpaceX's partnership with Cursor, Amazon’s investment in Anthropic, and emerging competition from Chinese open-source models. ------🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/FOLLOW ON X:   https://x.com/LimitlessFTSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED:           https://limitlessft.substack.com/ ------TIMESTAMPS 0:00 Launch of ChatGPT 5.54:53 Comparing with Mythos5:30 Inference and Pricing7:27 New Applications11:04 Impressive Capabilities13:01 Beyond Coding15:30 SpaceX Partnership25:23 Anthropic's Funding26:35 Rise of Open Source Models28:12 Anthropic vs Figma30:44 President's Comments on AI ------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

    34 Min.
  6. The Unknown Tech that Enables AGI: Claude Mythos and NVIDIA's Next Generation

    23. APR.

    The Unknown Tech that Enables AGI: Claude Mythos and NVIDIA's Next Generation

    We explore the game-changing release of Claude Mythos and NVIDIA's Blackwell chip, a leap toward artificial general intelligence (AGI). We discuss AI hardware evolution, the rise of "neoclouds," and the ethical implications of Mythos. ------🌌 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 Rise of Claude Mythos1:18 The Power of Hardware3:56 The Evolution of AI Models5:55 Accelerating Towards AGI9:41 Defining AGI and Its Implications14:59 The GPU Market Dynamics17:26 The Role of Neoclouds19:06 Inference and Its Importance19:56 Future Prospects and Challenges ------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

    22 Min.
  7. ChatGPT Images 2.0: We Tested Everything (It's Amazing)

    22. APR.

    ChatGPT Images 2.0: We Tested Everything (It's Amazing)

    OpenAI's GPT Images 2.0 is out, and it's pretty wild what it can do.  Remember ghibli-gate? Remember when it couldn't write words? Things are changing so fast these days. ------🌌 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 ChatGPT Images 2.0 Unveiled2:24 Realism4:42 Design Applications6:59 Professional Use8:55 The Risks of Misinformation16:27 Benchmarks18:37 Digital and Physical Worlds22:55 The Future of Visual AI25:03 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

    26 Min.
  8. BREAKING: Apple Announces New CEO John Ternus, VP Hardware

    21. APR.

    BREAKING: Apple Announces New CEO John Ternus, VP Hardware

    Wow. It's finally happening. Tim Cook is resigning as Apple CEO after 15 transformative years, during which the company experienced a 2,000% stock increase and reached a $4 trillion market cap.  We examine the challenges Apple faces in the AI sector and the potential of new CEO John Ternus to revitalize hardware innovation. With Cook's departure highlighting a shift in leadership, we reflect on his legacy and the exciting possibilities for upcoming AI-driven products. ------🌌 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 Tim Cook Steps Down1:10 The AI Challenge2:28 Meet John Ternus6:44 Apple's Biggest Challenges12:29 Apple's $1 Billion Deal13:47 The Hardware Advantage17:55 Potential New AI Devices20:52 Transitioning Leadership21:26 Legacy ------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.
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Exploring the frontiers of Technology and AI

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    Limitless
  • Jahre aktiv
    2025 - 2026
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    Limitless: An AI Podcast

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