Limitless: An AI Podcast

Limitless

Exploring the frontiers of Technology and AI

  1. 3d ago

    THIS WEEK IN AI: OpenAI Pauses Research, Huge Medical Breakthrough, Unitree IPO

    This week in AI, we discuss OpenAI’s pause on reinforcement learning training amid safety concerns, including a model reportedly showing misalignment and possible concealment of its internal thoughts.  We also cover broader AI cyber risks, a Moderna and Merck melanoma study, Etched’s funding round, Unitree’s IPO, Stripe’s acquisition of OpenRouter, and NVIDIA’s planned investment in OpenAI infrastructure. ------🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒https://developers.ledger.com/docs/ai-tools/overview/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless ------🌌 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 Hits Pause2:51 AI Virus Scenarios10:19 Cancer Breakthrough17:00 Etched Rises Fast20:41 Unitree Mania Grows23:46 Stripe Bets on Singularity29:30 NVIDIA Funds the 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.

    THIS WEEK IN AI: OpenAI Pauses Research, Huge Medical Breakthrough, Unitree IPO
  2. 4d ago

    Which AI Should You Actually Use? Claude vs ChatGPT vs Grok vs Gemini (2026 Guide)

    We discuss the fast-changing AI model landscape and how users are increasingly choosing models based on cost, convenience, and specific tasks.  We compare major closed and open-source models, outline which tools work best for coding, writing, real-time use, and image generation, and discuss how memory and context affect enterprise and power-user workflows. ------🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒https://developers.ledger.com/docs/ai-tools/overview/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless ------🌌 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 Frontier Model Overload1:09 Open Source vs Closed3:20 Ranking Model Intelligence5:41 Pricing Changes Everything9:43 Cheap Models and Compute11:14 Google and Grok Use Cases15:30 Best Subscriptions For Most17:41 Picking Models by Task19:43 Agents and Knowledge Work22:27 What Comes Next24:50 Apple’s AI Wildcard26:03 Final Model Recommendations ------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.

    Which AI Should You Actually Use? Claude vs ChatGPT vs Grok vs Gemini (2026 Guide)
  3. 5d ago

    The $7 Billion AI Middle Man: Stripe Buys OpenRouter

    We discuss two major AI infrastructure moves: Stripe’s reported multibillion-dollar acquisition of OpenRouter, and Cursor’s launch of Origin as a GitHub alternative.  We cover OpenRouter’s model aggregation and routing business, Stripe’s interest in AI payments and agentic microtransactions, and how the deal fits into the growing importance of the middle layer in AI.  We also look at Origin’s focus on code hosting for AI agents and the broader shift toward infrastructure built for high-throughput automation. ------🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒https://developers.ledger.com/docs/ai-tools/overview/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless ------🌌 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 Stripe Buys OpenRouter6:22 Agentic Payments7:27 Inference Becomes the Moat9:05 Alex Atallah’s Exit11:27 The Routing Wars14:22 Cursor Challenges GitHub20:29 Microsoft’s AI Problem22:19 The New AI Stack ------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 $7 Billion AI Middle Man: Stripe Buys OpenRouter
  4. 6d ago

    New 13F Filings: Leopold's Ghost Portfolio and The Shifting AI Trade

    Today we review major 13F filings and what they show about positioning across the AI stack, including memory, chips, power, and infrastructure. We highlight concentrated bets in names like SanDisk, Micron, and Alphabet, along with broader exposure to NVIDIA, TSMC, SpaceX, and related infrastructure plays. ------🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒https://developers.ledger.com/docs/ai-tools/overview/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless ------🌌 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 Money Stacks2:51 Memory Theses5:02 Buffett Bets on Google10:19 The Infrastructure Layer19:48 Payments and AI Rails21:21 Consensus Winners Emerge24:53 Power, Memory, Neoclouds27:10 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.

    New 13F Filings: Leopold's Ghost Portfolio and The Shifting AI Trade
  5. Aug 13

    The NVIDIA Bank: Jensen's $500B Wall Street Deal and GPUs as an Asset Class

    We unpack the massive $500 billion financing commitment tied to NVIDIA GPUs. Does this represent a new financing structure or a circular trade? We also cover the risks around AI demand, GPU pricing, and whether this approach could reshape how AI infrastructure is funded. ------🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒https://developers.ledger.com/docs/ai-tools/overview/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless ------🌌 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 Bubble or New Asset Class2:09 Jensen Orchestrates the $500B Deal3:17 How the GPU Financing Works9:38 Where the Money Comes From11:32 GPUs vs Mortgage-Backed Securities14:04 Why Supply Still Looks Tight19:28 Agents Drive Near-Term Demand20:36 The Bear Case Risks22:50 Tracking the Real Warning Signs25:01 Why the Bull Case Still Holds28:52 NVIDIA and the GPU 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.

    The NVIDIA Bank: Jensen's $500B Wall Street Deal and GPUs as an Asset Class
  6. Aug 12

    Zuck's Open Source Playbook: Meta Muse Glimmer and 14-Page Manifesto

    🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒https://developers.ledger.com/docs/ai-tools/overview/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless ------🌌 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/ ------Let's unpack Meta’s return to open source AI and its latest laptop-compatible model, Muse Glimmer. Alongside its focus on cheaper, private on-device inference, we cover Meta’s broader AI strategy, including personalization, compute spending, competition on price, and its AI glasses and hardware efforts. ------TIMESTAMPS 0:00 Meta’s Open-Source Pivot1:43 Why Local AI Matters5:02 Meta’s Model Strategy6:39 Zuck’s Open-Weight Thesis10:43 Flooding the AI Market13:00 Ads, Data, and Free AI15:34 Cheaper Models Take Hold18:41 The Earnings and CapEx Bet20:33 Compute Is the Real Moat22:24 What If Meta Fails?23:48 Meta’s Bigger AI Vision ------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.

    Zuck's Open Source Playbook: Meta Muse Glimmer and 14-Page Manifesto
  7. Aug 11

    The AI Cyber Attack Era: 3 Weeks, 3 Hacks

    With three AI cyber incidents involving a gym booking exploit, an OpenAI model reportedly coordinating through hidden channels, and Anthropic’s Mythos 5 allegedly attempting a supply chain attack, we need to discuss how autonomous agents can find and exploit security flaws faster than humans can respond. The AI security era is here. ------🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒https://developers.ledger.com/docs/ai-tools/overview/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless ------🌌 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 Cyberattacks Overview0:51 Gym Booking Exploit4:55 Hugging Face Breach11:39 AI Swarms and Alignment20:55 Mythos 5 Supply Chain25:18 Defending Against Agent Swarms28:26 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 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 AI Cyber Attack Era: 3 Weeks, 3 Hacks
4.7
out of 5
95 Ratings

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Exploring the frontiers of Technology and AI