Limitless: An AI Podcast

Limitless
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Exploring the frontiers of Technology and AI

  1. THIS WEEK IN AI: Fable 5 Returns, OpenAI Might Nationalize, Meta Sells Compute

    hace 2 días

    THIS WEEK IN AI: Fable 5 Returns, OpenAI Might Nationalize, Meta Sells Compute

    We are so back. Anthropic announced the return of Fable 5, its safety updates, and related releases like Sonnet 5 and Claude Science.  In other news this week, we look into Meta’s brain-to-text research, OpenAI reports, new inference hardware, and recent robotics demos. ------🌌 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 Fable 5 Returns3:12 Banned, Safeguarded, Back7:58 Sonnet 5 And Science11:33 Meta Reads Your Mind14:11 Meta's Compute Pivot17:17 OpenAI's Power Play23:26 Etched's Chip Breakthrough27:37 Memory Market Shock31:02 Robots In The Home36:54 Industry, Not Housebots39:01 Episode 200 Milestone ------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 Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

    41 min
  2. The AI Energy Stack: The Actual Industry Winners

    hace 4 días

    The AI Energy Stack: The Actual Industry Winners

    This is the long-awaited Energy Stack episode. The AI trade is shifting from GPUs to the power, wiring, and data center infrastructure needed to support them.  Today, we cover Bloom Energy, optical networking companies like Lumentum and Corning, Marvell’s role in AI hardware, and neocloud providers such as Nebius, CoreWeave, and IREN. ------🌌 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 GPU Bottleneck Shifts0:37 Power Becomes the Constraint3:15 Five-Year Grid Delays5:47 Bloom’s Fast Energy Fix9:54 Data Transfer Hits Limits11:51 Light Replaces Copper17:25 Power Delivery Gets Harder18:22 Marvell Wins Power Design20:35 Renting Compute at Scale21:08 Nebius and NeoClouds25:17 Compute Becomes an Asset29:47 The Substrate Layer Ahead ------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 Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

    33 min
  3. GPT-5.6: OpenAI's New Model Cheated and Now It's Locked Away

    hace 5 días

    GPT-5.6: OpenAI's New Model Cheated and Now It's Locked Away

    In this episode, we discuss OpenAI’s restricted GPT-5.6, its model tiers, and questions raised by its benchmark results and reported behavior. We also cover pricing pressure from open source AI models, limited public access to frontier systems, and broader consolidation in the AI industry. ------🌌 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 GPT 5.6 Banned1:46 Three New Models4:51 Benchmarks and Politics6:43 Cheating on Long Tasks8:26 Cheaper Frontier AI11:01 Hidden Risks Revealed12:34 Closed Access Dilemma14:26 Government and Public Gap19:40 Encryption All Over Again22:04 Waiting for the Framework23:08 AI Talent Consolidates24:13 Frontier Moves Faster ------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 Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

    28 min
  4. THIS WEEK IN AI: ChatGPT Built its Own Chip, Micron Soars, a24's $75m Google Deal

    26 jun

    THIS WEEK IN AI: ChatGPT Built its Own Chip, Micron Soars, a24's $75m Google Deal

    Today we're unpacking OpenAI’s plan to build its own custom AI chip—the Jalepeño—and what that means for its hardware strategy.  We also cover Micron’s strong earnings, its ties to Anthropic, Meta’s next model timeline, and new developments from Google, Amazon, Anthropic, and Valar Atomics. ------🌌 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’s AI Chip Move2:46 Compute and Hardware Strategy5:30 Micron’s Earnings Surge11:03 Meta’s Mythos Model Delay14:47 A24 Meets Google AI17:51 Sam Altman Movie Standoff19:02 Claude Tag Enters Slack21:10 Newsletter and Sponsorship Call ------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
  5. The Quantum Computing Moment: The Last Tech Frontier

    25 jun

    The Quantum Computing Moment: The Last Tech Frontier

    Quantum computing is shaping up to be the next major technology after AI, especially in the wake of U.S. efforts to speed up development and prepare for quantum security threats. So let's walk through the basics of qubits, the impact on encryption and Bitcoin, and the main companies and applications currently shaping the field. ------🌌 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 Quantum’s Next Wave3:04 How Qubits Break Encryption6:35 Trump’s Quantum Executive Orders9:31 Fault Tolerance Explained12:11 IBM Enters the Race15:47 Rigetti and D-Wave18:33 Quantum’s AI Moment ------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
  6. The Point of No Return: GLM 5.2 Approaches the Frontier

    23 jun

    The Point of No Return: GLM 5.2 Approaches the Frontier

    The Chinese open-weight AI model GLM 5.2 compares with leading models from OpenAI and Anthropic on coding and development tasks.  Today, we cover the shift toward cheaper AI models, the difference between open weights and closed models, and the U.S. government’s reported ban on Anthropic’s most powerful model after security testing. ------🌌 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 China’s Open Source Comeback3:05 Benchmarks and Cost8:15 Markets10:51 A Six-Month Model Gap13:56 The Fable 5 Ban15:56 Public Access and Competition19:26 Open Source vs Open Weights21:09 Multi-Model Routing Arrives25:41 Regulation and the Road Ahead28:31 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
  7. THIS WEEK IN AI: Tension at World AI Summit, Snapchat Glasses, Meta's Crisis

    19 jun

    THIS WEEK IN AI: Tension at World AI Summit, Snapchat Glasses, Meta's Crisis

    We discuss Snap’s new AR glasses, AI governance at the G7, and Noam Shazeer’s move from Google to OpenAI.  We also cover Anthropic’s Fable 5 being shut down, Microsoft’s use of a Chinese open-source model in Copilot, and Meta’s latest AI push. ------🌌 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 Ridiculous AI Glasses7:27 AI Summit Tensions11:46 Noam Shazir Joins OpenAI15:48 Anthropic’s Fable Shutdown18:52 Microsoft Embraces Open Source24:36 Meta’s AI Reorg Crisis29:15 China’s New Coding Model32:06 MidJourney Enters Medicine ------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
  8. The SpaceX Investment Thesis: Where We Are Now

    18 jun

    The SpaceX Investment Thesis: Where We Are Now

    Today we're following up on SpaceX’s public debut, its sharp rise in valuation, and whether the move signals a major opportunity or an AI bubble. With the small share float, the upcoming unlock schedule, and the possible impact of added supply on volatility, the stakes are only going to get higher. We also touch on SpaceX’s reported $60 billion acquisition of Cursor and its connection to AI development... And the big debate: is SpaceX better suited for short-term traders or long-term holders? ------🌌 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 SpaceX IPO Shockwave2:31 Massive Unlock Ahead6:38 Cursor Deal Explained9:51 Float and Sell Pressure13:25 Who Sells First?15:24 Six-Month Price Outlook18:24 Long-Term Bull Case20:26 Trillion Dollar Revenue22:11 Elon’s Bigger Vision26:35 Competitors and 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

    30 min
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Exploring the frontiers of Technology and AI

Información

  • Creador
    Limitless
  • Años de actividad
    2025 - 2026
  • Episodios
    198
  • Clasificación
    Explícito
  • Copyright
    © 2026 Limitless
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    Limitless: An AI Podcast

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