Limitless: An AI Podcast

Limitless

Exploring the frontiers of Technology and AI

  1. 1d ago

    THIS WEEK IN AI: Nvidia Acquires HuggingFace, Leopold vs SEC, New Waymo Chip

    We cover NVIDIA’s record earnings, strong GPU demand, and its position in the AI chip market, along with reported moves involving Hugging Face and open source AI. We also discuss Z.ai’s new model, Waymo’s autonomous vehicle hardware updates, SEC scrutiny of Leopold Aschenbrenner, and recent developments in robotics and Apple’s upcoming event. ------🔒 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 NVIDIA’s Record Quarter5:05 Hugging Face Joins NVIDIA9:26 Cloud Margins and the Chip Play11:36 GLM 5.3 Flash Emerges15:40 Waymo’s New Hardware Leap19:48 Tesla’s CyberCab Challenge23:24 Leopold Under SEC Scrutiny25:44 Anthropic Usage Looks Flat29:27 Agents Need Better Security30:20 Robotics Learns From Video34:07 Apple’s Big September Event36:36 Sam Altman’s Rare Watches ------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: Nvidia Acquires HuggingFace, Leopold vs SEC, New Waymo Chip
  2. 2d ago

    Ox Alpha Revealed: China's GLM-5.3-Flash Gave Away Free AI

    We discuss the World Humanoid Olympics in China, where humanoid robots competed in human-style events and set new performance marks. We also cover autonomy, reward-based training, and the comparison between China and the U.S. in robotics and AI. ------🔒 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 Mystery Model Appears1:30 Stealth Launch On OpenRouter4:31 Chasing The Model’s Origin6:09 Benchmarking Ox Alpha6:59 Flash Model Theory10:00 Blind Taste Test Buzz12:11 Why Continual Learning Matters14:58 Data, Subsidies, And Strategy18:47 China’s Copycat Advantage20:21 Mystery Solved For Now21:11 More Models Incoming ------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.

    Ox Alpha Revealed: China's GLM-5.3-Flash Gave Away Free AI
  3. Aug 21

    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
  4. Aug 20

    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)
  5. Aug 19

    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
  6. Aug 18

    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
4.7
out of 5
95 Ratings

About

Exploring the frontiers of Technology and AI

You Might Also Like