Limitless: An AI Podcast

Limitless

Exploring the frontiers of Technology and AI

  1. 5d ago

    Elon Will Handle the Energy Bottleneck Himself: Buys APR Energy for $1B

    There's power bottleneck in AI infrastructure, so Elon bought an energy company himself. From APR Energy, behind-the-meter generation, and nuclear, everyone is trying to secure electricity for data centers.  We also cover rising DRAM, HBM, and NAND prices, and wonder if energy may be the next major AI infrastructure trade. ------🌌 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 Power Bottleneck2:44 Energy Demand Explodes4:12 Elon’s Permitting Loophole7:23 Memory Trade Rotation10:08 Korea’s Memory Shock12:27 Electricity Becomes the Trade14:51 Power Stack Layers16:15 Bloom’s Portable Fix17:35 GE Vernova Leads19:29 Nuclear Gets Interesting21:44 The Power Trade Thesis22:44 Bullish on Electricity24:09 Model Agnostic Demand25:15 Short-Term and Space Power26:00 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 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.

    Elon Will Handle the Energy Bottleneck Himself: Buys APR Energy for $1B
  2. Jul 14

    Apple v. OpenAI: Trade Secrets and Corporate Espionage

    Apple has filed a lawsuit against OpenAI over alleged trade secret theft related to future hardware plans and employee recruiting.  With OpenAI’s reported device ambitions and Apple’s leak-detection practices, the broader competition for talent and proprietary information in AI has reached a boiling point. ------🌌 LIMITLESS HQ ⬇️ EMAIL US:           info@limitless.fmNEWSLETTER:    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 Secret Apple Grab4:16 Poaching Engineers and Secrets6:35 The Alleged Interview Scheme9:06 Why Apple Fought Back11:40 OpenAI Versus Apple Strategy13:49 Apple’s Leak-Tracking Tactics15:33 AI Hardware Meets Personal Data17:34 Apple’s Own Security Problem19:59 Why IP Is the New Gold22:26 California’s Non-Compete Advantage23:08 Is Apple Truly Worried?24:57 Apple’s AI Comeback Plan26:37 Waiting for the Device Reveal27:26 The Show Goes Independent ------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.

    Apple v. OpenAI: Trade Secrets and Corporate Espionage
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Exploring the frontiers of Technology and AI

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