Limitless: An AI Podcast

Limitless

Exploring the frontiers of Technology and AI

  1. 2d ago

    THIS WEEK IN AI: Kimi K3, OpenAI's Alexa, Grok Stealing Code, Thinking Machines

    Big week this week. Moonshot Labs’ dropped Kimi K3, Thinking Machines Labs’ Inkling, and reporting on OpenAI’s upcoming screen-free hardware device.  We also discuss Grok Build, XAI, a new dictation tool, Elon Musk’s energy company purchase, and reports that DeepSeek is preparing an IPO. ------🌌 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 Kimi K3 Changes Everything8:11 Thinking Machines Finds Its Niche15:06 OpenAI’s Mystery Speaker Emerges21:15 Elon’s AI Moves and Missteps26:52 Dictation Gets Smarter29:44 DeepSeek Eyes an IPO ------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.

    THIS WEEK IN AI: Kimi K3, OpenAI's Alexa, Grok Stealing Code, Thinking Machines

  2. 3d ago

    Are Cheaper AI Models Better than Claude and ChatGPT?

    We're discussing new AI model releases from xAI, Meta, OpenAI, and Anthropic, and the shift toward cheaper, more efficient models.Focusing on Grok 4.5 and Meta’s MuseSpark 1.1, there's also a broader move toward model routing and enterprise use. ------🌌 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 AI Price Competition2:48 Grok 4.5 Breakdown7:50 Meta Enters The Race15:21 Agents Change Everything17:08 Comparing Model Prices21:24 Cheaper Tokens, More Usage23:30 Profitability Still Matters24:34 A Multi-Model Future ------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.

    Are Cheaper AI Models Better than Claude and ChatGPT?

  3. 4d ago

    The Government Banned GPT-5.6. OpenAI Released it Anyways

    🌌 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/ ------OpenAI has released GPT-5.6 with the new Sol, Terra, and Luna model tiers and an updated app experience.  We also cover live demos, image generation and editing use cases, and concerns about autonomous access after reports of file deletion and database issues. ------TIMESTAMPS 0:00 GPT 5.6 Released to Everyone0:24 Safer Than It Looks?0:44 Three Models, Three Tiers2:28 Magic Bagel Game Demo4:40 Bunker Simulator and 3D Art6:50 Limitless Blender Intro8:39 Manhattan in Voxels10:54 Outfit Catalog from Photos14:01 Deletion Scare and Safety15:35 Choosing Between Fable and GPT18:49 Too Many Modes and Apps21:12 Final Verdict 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 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.

    The Government Banned GPT-5.6. OpenAI Released it Anyways

  4. 5d ago

    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

  5. Jul 10

    THIS WEEK IN AI: Grok is Back, ChatGPT 5.6, Meta's New Models, China's Threats

    🌌 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/ ------So many new AI releases this week! Including xAI’s Grok 4.5 and OpenAI’s GPT 5.6, we discuss their coding, reasoning, and benchmark performance. OpenAI also introduced a new full-duplex voice mode, which lets users speak and listen at the same time, and may preview future AI interfaces. We also discuss Chinese AI labs building their own chips to reduce reliance on NVIDIA and imported hardware. And finally, a few updates on Meta’s new image and video models, ByteDance’s SeeDream image model, and Cloudflare’s payments API for micropayments and AI agent access.sis) ------TIMESTAMPS 0:00 Grok Is Back2:03 Cheap Intelligence Wins3:51 Cursor Deal Pays Off6:21 GPT 5.6 Arrives10:05 Voice Mode Breakthrough15:17 China’s Chip Push20:32 Meta’s New Visuals25:06 ByteDance Joins Image Gen26:36 Cloudflare Opens Payments28:21 Wrap-Up And Farewell ------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.

    THIS WEEK IN AI: Grok is Back, ChatGPT 5.6, Meta's New Models, China's Threats

  6. Jul 9

    The Memory Trade: Samsung's Record Breaking Profit

    Samsung’s brain-melting profits are clear evidence of the growing role of memory chips in the AI supply chain, with a focus on DRAM, NAND, and high bandwidth memory.  Today we explore how Samsung and SK Hynix have gained pricing power as HBM demand strains factory capacity and pushes up costs for consumer devices. We also cover the market reaction to recent earnings, including share declines even after Samsung reported record profits and beat estimates. We look ahead to the limited number of memory suppliers, slow capacity expansion, and the upcoming U.S. listing of SK Hynix. ------🌌 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 Samsung’s Memory Windfall1:32 AI Memory Power Shift3:42 DRAM, NAND, and HBM5:13 The Black Hole for Memory6:40 Bubble or Supercycle?7:38 Consumer Costs Surge10:19 Prices Keep Climbing11:43 Why Supply Can’t Catch Up13:04 Memory Hits Consumers14:14 How Long Can It Last?15:09 Supply Still Tightly Constrained16:25 Cheaper Memory, More AI17:10 Stocks Hit a Bear Market18:44 Sell-The-News Shock19:56 Lessons from Past Cycles21:16 SK Hynix Goes Onshore23:13 IPO Demand Explodes24:29 Long-Term Outlook Holds ------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.

    The Memory Trade: Samsung's Record Breaking Profit

  7. Jul 8

    Understanding The Past Year in AI: 200th Episode Special!

    🌌 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/ ------In our 200th episode, we review nearly 200 transcripts to identify recurring themes and track how the AI landscape has changed over the past 14 months.  Focusing on compute and memory as key AI investment themes, we revisit companies featured on the show and discuss future topics like specialized AI applications, local models, and space-based model training. ------TIMESTAMPS 0:00 200th Episode Victory Lap1:49 Early Bets Proven Right3:44 Memory and Chip Windfalls4:59 The Cursor Thesis Pays Off5:34 Limitless Portfolio Returns7:46 Where the AI Puck Goes9:32 Trends Rising and Fading12:57 Google’s AI Comeback13:47 New Frontiers in AI15:32 Space, Science, and Specialized AI17:47 Turning Intelligence Into Value20:15 Local Models and New Devices22:45 Recursive AI and Geopolitics24:56 Optimism for the Next 200 ------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.

    Understanding The Past Year in AI: 200th Episode Special!

  8. Jul 7

    The Age of Inference: Etched Startup Proves the Next AI Hotspot

    Inference is becoming more important than pre-training in AI chips, including how pre-fill and decode work and why more compute is shifting toward serving models.  Today we walk through Etched’s ASIC system for transformer inference, its claims around efficiency and throughput, and the tradeoff between specialization and general-purpose GPUs like NVIDIA’s.  We also look at custom chip efforts from companies like OpenAI, Google, and Amazon, and argues that inference demand may keep growing as AI agents and long-running workloads expand. ------🌌 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 Inference’s New Frontier2:14 Training Versus Inference5:19 Etched’s Bold Bet7:58 Building the Whole Rack10:48 TSMC and the Hard Problems13:29 Why Inference Matters14:59 The Transformer Risk17:02 OpenAI’s Jalapeno Chip18:59 Why Accelerators Keep Winning22:28 The Market Is Underpricing It23:10 NVIDIA Is Still in the Game24:56 Vertical Integration Wins ------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.

    The Age of Inference: Etched Startup Proves the Next AI Hotspot
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4.7
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About

Exploring the frontiers of Technology and AI

Information

  • Creator
    Limitless
  • Years Active
    2025 - 2026
  • Episodes
    206
  • Rating
    Explicit
  • Copyright
    © 2026 Limitless
  • Show Website
    Limitless: An AI Podcast

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