Limitless: An AI Podcast

Limitless

Exploring the frontiers of Technology and AI

  1. Hijacking Instagram: Behind The Massive AI Exploit

    17時間前

    Hijacking Instagram: Behind The Massive AI Exploit

    A Meta AI account-recovery exploit let attackers trigger password reset links for Instagram and Facebook accounts through social engineering. With this backdrop, we explore security risks for AI systems, including prompt injection, and close with advice on stronger authentication and safer account practices. ------🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/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 Meta AI Hack2:35 How The Scam Worked5:11 Two-Factor Fails7:57 The Confused Deputy9:30 Meta’s Security Failure13:18 White House Response17:32 How To Protect Yourself22:14 Bigger AI Threats23:55 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

    25分
  2. SpaceX, OpenAI, and Anthropic IPOs: AI's Reckoning

    1日前

    SpaceX, OpenAI, and Anthropic IPOs: AI's Reckoning

    SpaceX, OpenAI, and Anthropic have all filed for their upcoming IPOs. This speaks pretty heavily to the scale of projectedAI capital spending. We also cover changing index rules, the size of the raises compared with past market cycles, and Anthropic’s revenue growth and business case. ------🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/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 IPOs and AI Spending Surge1:30 SpaceX Leads the Filing Rush3:39 Index Rules Bend for IPOs7:13 Anthropic’s Explosive Growth12:24 Google Raises War Chest17:52 OpenAI Joins the Race19:26 Physical Limits on AI Buildout22:54 Robotics and Orbital Data Centers23:30 Which IPOs Excite Them Most26:36 Closing Thoughts and Wrap-Up ------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分
  3. Dell's Comeback is the Perfect AI Case Study

    2日前

    Dell's Comeback is the Perfect AI Case Study

    We discuss Dell’s incredibly impressive price action rally, after its focus on AI infrastructure, and NVIDIA’s latest hardware announcements. We also cover the push toward local and private AI use, along with Dell’s earnings and strong AI server sales. ------🌌 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 Dell’s AI Comeback1:34 Private to Public2:18 Picks and Shovels4:19 Vera Rubin Goes Live7:02 AI on Your Desktop10:16 The New Laptop War13:01 Open Source Strategy16:10 The Bubble Landscape19:02 Trump's Involvement22:24 Why Dell Matters26:09 Consumer AI Hardware ------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分
  4. THIS WEEK IN AI: Pope Approves Anthropic, Comparing AI Plans, Starcloud SpaceX Partnership

    6日前

    THIS WEEK IN AI: Pope Approves Anthropic, Comparing AI Plans, Starcloud SpaceX Partnership

    We need to discuss Meta’s new subscription plans for Instagram, Facebook, WhatsApp, and AI. Then we'll compare them with offerings from Google, Claude, ChatGPT, and X. Can Meta justify its AI spending? If not, what possible fallback strategies can they lean on? We also explore StarCloud’s planned orbital data center, Cognition’s funding round, a new agentic coding benchmark, Pope Leo’s AI manifesto, and Snowflake’s post-earnings stock jump. ------🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/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 Meta’s New AI Subscriptions2:51 Comparing Subscription Tiers9:23 Meta’s Revenue Pressure10:30 SpaceX Goes Orbital AI13:42 Cognition's Big Raise15:37 The AI Pope18:37 New Benchmarks, New Winners20:30 Snowflake’s SaaS Comeback ------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分
  5. How Gavin Baker Invests in AI, and Where the Bubble is Going Next

    5月28日

    How Gavin Baker Invests in AI, and Where the Bubble is Going Next

    In this episode, we discuss Gavin Baker’s view that AI is a super cycle, with the biggest opportunities in infrastructure, chips, memory, and power rather than software.  It's interesting to pit him against Leopold Aschenbrenner, who has taken a higher octane approach to similar overarching theses.  Gavin's portfolio includes Astera Labs, Cerebras, NVIDIA, Micron, and Unity Software. DYOR! ------🌌 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 Infrastructure Thesis1:47 Gavin’s Track Record2:57 Bottlenecks in Chips5:26 Unity and World Models7:40 Inference11:20 Four AI Constraints17:35 Energy and Space Compute19:08 This Isn’t Dot-Com24:10 Supply Constraints26:06 Conclusion ------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分
  6. Encouraging Athletes to Take Steroids: Bryan Johnson's Enhanced Games

    5月26日

    Encouraging Athletes to Take Steroids: Bryan Johnson's Enhanced Games

    In this episode, we discuss the Enhanced Games in Las Vegas, where athletes were allowed to use performance-enhancing drugs under medical supervision, including the event format, prizes, and rules.  We also highlight a new world record swim in the men’s 50-meter freestyle, other event winners, and the mixed results for enhanced versus natural athletes. Finally, we look at the event’s business side and its connection to biotech, AI, and future enhancement and medicine. ------🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/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 Enhanced Games Unveiled2:58 Can Drugs Break Records?5:34 Rules, Stacks, Side Effects7:59 Ethics Of Enhancement9:47 Natural Winners14:12 The Business17:35 Biotech Acceleration21:31 What It Means For Sports ------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分
  7. The Story of Cursor: The Fastest AI Company and Massive Comeback

    5月25日

    The Story of Cursor: The Fastest AI Company and Massive Comeback

    Things people aren't talking about enough: Cursor’s rapid growth, its role as an AI coding harness, and the data and training advantages that may support its moat.  With the reported SpaceX and xAI deal, there's a real possibility of combining Cursor with Grok and large-scale compute. ------TIMESTAMPS 0:00 The Cursor Story1:54 The Harness Moat4:51 Budgets and Data8:59 The Deals12:31 The Vision14:58 Concerns17:23 Final Takes ------🌌 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/ ------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

    21分
  8. ROUNDUP: Anthropic Pays Elon $45B, SpaceX Files $1.75T IPO, Claude Mythos Hacks Apple

    5月22日

    ROUNDUP: Anthropic Pays Elon $45B, SpaceX Files $1.75T IPO, Claude Mythos Hacks Apple

    Three of the biggest deals in AI history all hit in the last 48 hours. SpaceX filed for a $1.75 trillion IPO, the biggest ever. Anthropic signed a deal to pay Elon $1.25 billion a month to train Claude on his GPUs, $45 billion total through 2029. And Anthropic is now projected to be profitable by next month, beating OpenAI to it.We break down the S1 filing, the 30% retail float, the insider unlock structure, and why Antonio Gracias is about to become absurdly wealthy. Then we get into Cursor's $60 billion acquisition by SpaceX, why Michael Truell is about to be the youngest billionaire alive, and how Composer 2.5 (built on an open-source Kimi base) is beating Opus 4.7 and GPT 5.5 at a fraction of the cost.Plus: Claude Mythos cracking Apple's M5 chip in five days for $35,000, China's GPU race, OpenAI's rumored IPO filing, and Karpathy joining Anthropic. ------🌌 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 00:00 SpaceX Partners With Anthropic06:43 Anthropic's Shocking News08:55 SpaceX IPO Filing Here!14:12 The New Youngest Billionaire17:48 Claude Mythos Hacked Apple21:30 China Summit Failure?24:34 OpenAI IPO FIling This Week??25:25 Andrej Joins Anthropic ------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分
すべて見る（183）

番組について

Exploring the frontiers of Technology and AI

情報

  • クリエイター
    Limitless
  • 配信期間
    25年 - 26年
  • エピソード
    183
  • 制限指定
    不適切な内容を含まない
  • Copyright
    © 2026 Limitless
  • 番組のWebサイト
    Limitless: An AI Podcast

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