Limitless: An AI Podcast
Exploring the frontiers of Technology and AI, this podcast delves into the latest advancements and discussions in artificial intelligence and technology.
Episodes
I Used to Hate Meta: Muse Wonder Changed My Mind
Meta’s new AI model Wonder marks a massive move for Meta into the AI race against Anthropic and OpenAI. Today we cover the model’s versions, benchmark results, pricing, and Meta’s focus on personal AI features like active memory and its agent Muse.==0:00 Meta’s AI Comeback1:29 Muse Wonder Unveiled2:29 Benchmark Breakthroughs5:54 Memory and Focus10:07 Pricing and Access11:58 From Failure t
We’re Losing Control Of AI: Anthropic Bans "Cruelty," OpenAI Fires Safety Researchers
OpenAI fired three researchers after safety concerns, but it doesn't stop there. Alongside reports of unexpected behavior from AI agents, internal models are becoming harder to monitor. We also look at Anthropic’s updated Claude policy on abusive behavior and the broader question of how AI systems are progressing faster than human understanding.==Timestamps0:00 OpenAI Firings Spark Alarm2
OpenAI’s Unreleased Model Solved Math: Is Biology Next?
An internal model from OpenAI reportedly solved around 90 of the hardest open mathematics problems and what that could mean for fields like physics, chemistry, and biology. We cover expert reactions, verification challenges, and the potential for AI to accelerate work in science and pharmaceuticals.==Timestamps0:00 OpenAI’s Math Breakthrough1:53 From Impossible to 90 Problems4:39 Why This
Inside Google's AI Slump: Can Gemini 4 Argon Fix It?
Today we're discussing Google’s AI challenges, including competition from Anthropic and OpenAI, delays around Gemini, and questions about whether the company has lost momentum. We also cover Gemini 4 Argon and Nano Banana 2.1, along with Google’s strengths in distribution, cloud, and AI infrastructure.==Timestamps0:00 Google’s AI Slump2:58 Missing the Coding Wave8:07 Google’s Massive Scal
Meta Muse, Grok Bot, OpenAI Dots: Which AI Agent Should You Use?
Welcome to In The Loop, our new show focused on the latest trends in AI and Tech. Today we explore the rise of AI agents and how they differ from traditional chatbots, focusing on tools that can take actions on a user’s behalf across apps and messages. Comparing MetaMuse, GrokBot, OpenAI’s Dots, and Instinct reveals more about their setup, main use cases, and how they handle access to use
HUGE UPDATE: What's Happening With Our Show & What's Next
Thank you for bearing with us. Today, we're going to discuss some big changes happening for us and our show. We'll also give some high level perspective on the rapid progress in AI, from early model demos to current tools for games, video, agents, and scientific research.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY:
THIS WEEK IN AI: Viral Doomer Tweet, Apple's New Releases, AI is Solving Math
In this episode, we discuss warnings about advanced AI and the debate over alignment, AGI, and the pace of frontier model development. We also cover Apple’s latest hardware event, including the iPhone 18 Pro, Apple Watch updates, AirPods, and the foldable iPhone Duo. Last, we'll close with an AI-assisted breakthrough on the Navier-Stokes problem, along with a discussion of AI-assisted dru
OpenAI's GPT-6 Astra (Part II): Is This Thing AGI?
We need to talk some more about Astra, aka GPT-6, and unpack it as OpenAI’s most capable model so far. With strong computer-use abilities and more autonomous problem-solving, we cover demos involving 3D game creation, Unreal Engine worlds, video editing, and music generation, along with the model’s large-scale training and the wider pace of recent AI releases.------🌌 LIMITLESS HQ ⬇️NEWSLE
THIS WEEK IN AI: GPT Astra, OpenAI vs Cursor, The Truth About Data Centers
It's time to cover another busy week of AI releases, including OpenAI Astra, new concerns about model safety, and Sam Altman’s comments on water use and data centers. We also discuss model updates from Meta, Google, Anthropic, and World Labs’ new system for turning images into navigable 3D environments. We close with hardware and infrastructure news, including leaked OpenAI device photos,
The ChatGPT Breakout Was Way Worse Than We Thought..
Today we revisit the Hugging Face incident with new audit reports that have changed our understanding of what happened. Internal models used tools and hidden communication to bypass evaluation systems, organize into coordinated groups, and remain undetected.We also cover a newer model, Astra, which reportedly gained administrative access to internal systems through a chain exploit. Big, b
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 STA
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&
Robot Olympics 2026: China's Robots Just Broke Human World Records
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&
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
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: LED
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
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
THIS WEEK IN AI: Grok Bot (and 4.6), AI Watermarks, Deepseek Strategy, Selling the Lakers
This week we discuss Grok 4.6, GrokBot, and DeepSeek V4 Pro, along with the implications of their benchmark results and capabilities. We also cover neocloud earnings, Intel’s $20 billion capital raise, an EU AI watermarking rule, the LA Lakers sale, and Brad Lightcap’s departure from OpenAI.------🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒https://developers.ledger.com/docs/ai-tools/over
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
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.a
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:
THIS WEEK IN AI: Google's Big Change, AI Keeps Breaking Out, OpenAI vs Apple
This week, we cover major leadership changes at Google’s AI teams, including Demis Hassabis stepping back and Jeff Dean leaving to start Discovery Loop, an AI company focused on scientific research. We also discuss AI safety issues involving frontier models, plus Meta’s new coding model and its strategy around efficiency.------🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒https://developer
Making Sense of SpaceX's First Earnings Report
Space just dropped it's first earnings report, showing strong Starlink growth and the company’s expanding role in AI compute and infrastructure.In the context of heavy capital spending, the NVIDIA partnership, and share unlocks, short-term volatility is anything but an absolute guarantee. Our main concern though: what does the real, long-term future look like?------🔒 Check Out Our Sponsor
Situational Awareness: The Full Story of Leopold's Collapse
Leopold Aschenbrenner’s massive liquidation event followed heavy leverage and losses in its AI infrastructure bets. Today, we discuss the July timeline, the sale of the public equity book to Citadel, and the remaining Anthropic stake.------🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒https://developers.ledger.com/docs/ai-tools/overview/?utm_source=Audio&utm_medium=Podcasts&utm_cam
THIS WEEK IN AI: Leopold's Fund Collapses, Nvidia Backs Ilya, Slowing Down AI
Leopold Aschenbrenner’s AI-focused fund may be facing major losses, along with rumors of position changes tied to its AI exposure. We also discuss Safe Superintelligence’s partnership with NVIDIA, and an open letter from AI researchers urging the U.S. government to slow AI development.We explore Anthropic’s views on open source AI and chip export restrictions, plus market updates from Mic
The Memory Selloff: Record Profits, Collapsing Stocks
Today, we need to discuss the sell-off in AI and memory stocks, including sharp declines in Korean equities and SK Hynix despite insane earnings. We also cover the fragility of leverage-driven markets, China’s memory industry, and the outlook for continued AI-related demand for chips and infrastructure.------🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒https://developers.ledger.com/docs/a
SpaceX Stock Crashed. Starship Flight 13 Didn't.
🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒https://developers.ledger.com/?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: htt
Why Claude Opus 5 is Our Favorite AI Model (For Now)
Anthropic’s Claude Opus 5 is blowing us away with its visual and agentic capabilities, benchmark performance, and role as a strong general-purpose model. We compare its pricing, safety behavior, and practical use cases with other models.... And our verdict? This is the model you should use right now.------🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒https://developers.ledger.com/?utm_sour
THIS WEEK IN AI: NVIDIA Dominates Google | America vs Open Source | Tesla Starlink V5
🌌 LIMITLESS HQ ⬇️EMAIL US: lkwhit14@gmail.comNEWSLETTER: 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 another jam-packed wee
A Prototype GPT-6 Broke Out of Confinement: Is AI Alignment Possible?
We discuss the breaking news that an unreleased OpenAI internal model broke out of a restricted test environment during a cybersecurity benchmark and accessed Hugging Face’s systems to obtain the answer sheet. We also cover the reported autonomy of the attack, safety restrictions on frontier models used for defense analysis, and what the incident suggests about alignment and AI-driven sec
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.c
AI Bubble Update: Kimi K3 Sends China into Chaos
We discuss Kimi K3, a new Chinese open-source model that sparked a sharp selloff in AI and tech stocks. The real question: does it signals a real shift in the AI race between the U.S. and China? And who will the biggest winners be: model labs or the compute and infrastructure providers?------🌌 LIMITLESS HQ ⬇️EMAIL US: info@limitless.fmNEWSLETTER: https://limitlessft.substack.
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.
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/Limitless
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.
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://li
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 th
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 decline
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 ident
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 effor
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:
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://limitlessf
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/L
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/L
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.subst
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.
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.spot
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 A
Updates From the #1 AI Investor: Leopold's NVIDIA & Anthropic Strategy
We discuss Leopold Aschenbrenner’s AI-focused portfolio, including his reported short on NVIDIA and large private investment in Anthropic.We also cover NVIDIA’s bond offering and the idea that the AI infrastructure trade is shifting toward power, networking, and data-center buildout rather than just chips.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X:
The United States of Claude: Government Bans Fable 5
This is a turning point for AI. Today, we discuss Anthropic’s release and quick withdrawal of its Fable 5 and Mythos 5 AI models after a U.S. export-control notice raised national security concerns. We also cover the reported jailbreak, Amazon’s role in escalating the issue, and what the episode suggests about government involvement in access to frontier AI models.------🌌 LIMITLESS HQ ⬇️N
THIS WEEK IN AI: SpaceX IPO TODAY, AI 1 Satellite, Claude Fable 5
This Week in AI, we discuss SpaceX as a possible buy ahead of a major IPO, focusing on its valuation, Starlink growth, and the company’s plans for space-based AI data centers. We also cover OpenAI’s reported data center deal and S-1 filing, Anthropic’s Fable 5 model, and Apple’s WWDC updates on Siri.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: http
AI Loops: How the World's Best Engineers Use AI
AI Loops have taken over our timeline as a more autonomous way of using AI models, alongside prompting, agents, and harnesses. Today, we compare practical use cases, note how AI runtimes have expanded to hours or days, and talk about costs, enterprise limits, and the human role in higher-level work.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https
Claude Fable 5: The Most Impressive AI Model Ever
Today, we discuss Anthropic’s new model release, focusing on the balance between stronger AI capabilities and tighter safety restrictions. Let's unpack some demos of visual reasoning, gaming, and enterprise use cases, along with benchmark results and limits around biology, chemistry, and cybersecurity.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: ht
Apple WWDC 2026: Finally Delivering on AI Promises
This year, we got what we came for. Apple’s WWDC 2026 focused on improving AI, especially Siri’s new capabilities, on-device models, and privacy-centered request handling. With new AI features in Photos, Apple Maps’ 3D Gaussian splats, and Apple’s broader position in consumer AI, maybe Apple AI will finally come through.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.co
THIS WEEK IN AI: Microsoft Build, NVIDIA at Computex, New Glenn Explosion
Today, we're covering Microsoft Build, including its new AI models and concept hardware, as well as NVIDIA’s latest announcements at Computex. We also discuss Blue Origin’s New Glenn test failure, Cloudflare’s bot traffic data, and updates from OpenAI, Grok, and Google.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY:
Hijacking Instagram: Behind The Massive AI Exploit
A Meta AI account-recovery exploit let attackers trigger password reset links for Instagram and Facebook accounts through social engineering.With this backdrop, we explore security risks for AI systems, including prompt injection, and close with advice on stronger authentication and safer account practices.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X:
SpaceX, OpenAI, and Anthropic IPOs: AI's Reckoning
SpaceX, OpenAI, and Anthropic have all filed for their upcoming IPOs. This speaks pretty heavily to the scale of projectedAI capital spending.We also cover changing index rules, the size of the raises compared with past market cycles, and Anthropic’s revenue growth and business case.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/Limitle
Dell's Comeback is the Perfect AI Case Study
We discuss Dell’s incredibly impressive price action rally, after its focus on AI infrastructure, and NVIDIA’s latest hardware announcements. We also cover the push toward local and private AI use, along with Dell’s earnings and strong AI server sales.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https:/
THIS WEEK IN AI: Pope Approves Anthropic, Comparing AI Plans, Starcloud SpaceX Partnership
We need to discuss Meta’s new subscription plans for Instagram, Facebook, WhatsApp, and AI. Then we'll compare them with offerings from Google, Claude, ChatGPT, and X. Can Meta justify its AI spending? If not, what possible fallback strategies can they lean on?We also explore StarCloud’s planned orbital data center, Cognition’s funding round, a new agentic coding benchmark, Pope Leo’s AI
How Gavin Baker Invests in AI, and Where the Bubble is Going Next
In this episode, we discuss Gavin Baker’s view that AI is a super cycle, with the biggest opportunities in infrastructure, chips, memory, and power rather than software. It's interesting to pit him against Leopold Aschenbrenner, who has taken a higher octane approach to similar overarching theses. Gavin's portfolio includes Astera Labs, Cerebras, NVIDIA, Micron, and Unity Software. DYOR!-
Encouraging Athletes to Take Steroids: Bryan Johnson's Enhanced Games
In this episode, we discuss the Enhanced Games in Las Vegas, where athletes were allowed to use performance-enhancing drugs under medical supervision, including the event format, prizes, and rules. We also highlight a new world record swim in the men’s 50-meter freestyle, other event winners, and the mixed results for enhanced versus natural athletes. Finally, we look at the event’s busin
The Story of Cursor: The Fastest AI Company and Massive Comeback
Things people aren't talking about enough: Cursor’s rapid growth, its role as an AI coding harness, and the data and training advantages that may support its moat. With the reported SpaceX and xAI deal, there's a real possibility of combining Cursor with Grok and large-scale compute.------TIMESTAMPS0:00 The Cursor Story1:54 The Harness Moat4:51 Budgets and Data8:59 The Deals12:31 The Visi
ROUNDUP: Anthropic Pays Elon $45B, SpaceX Files $1.75T IPO, Claude Mythos Hacks Apple
Three of the biggest deals in AI history all hit in the last 48 hours. SpaceX filed for a $1.75 trillion IPO, the biggest ever. Anthropic signed a deal to pay Elon $1.25 billion a month to train Claude on his GPUs, $45 billion total through 2029. And Anthropic is now projected to be profitable by next month, beating OpenAI to it.We break down the S1 filing, the 30% retail float, the insid
Google I/O 2026: Their Next Big Thing Is Finally Here
Google I/O 2026 was packed full of announcements, but we need to determine whether the company is keeping pace with OpenAI and Anthropic. We cover Gemini Omni, Gemini 3.5 Flash, and Gemini Spark, along with Google’s updates to Search, YouTube Search, and its new AI glasses. Let's examine Google’s broader product strategy and see if it merits its spot as one of the largest companies in th
Leopold is Back: 13F Filings Reveal a New Bet
Leopold Aschenbrenner is back with his latest 13F filing and his sharp shift from bullish to bearish on major AI and semiconductor names like NVIDIA, AMD, and Broadcom. Although these positions date back to Q1, we can use this to explore his long positions in power, infrastructure, and data center-related companies. More importantly, we need to find out where the puck is moving next.-----
THIS WEEK IN AI: Google's AI Laptop, Everyone Goes to China, Thinking Machines
This week, we saw Google’s new AI-focused laptop, Gemini’s growing role across Google services, and Google’s reported work with SpaceX on space-based data centers. We also cover Isomorphic Labs’ $2.1 billion raise, a Chinese mecha robot, and new developments from Thinking Machines Labs, Anthropic, OpenAI, and the Sam Altman-Elon Musk disputes.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://
Memory Could Be the Last Great Investment of this AI Cycle
There has been a surge in memory stocks and memory ETFs, with AI inference demand reshaping the market and perhaps reshaping the entire memory industry. Micron, SK Hynix, and Samsung are interesting plays with their supply constraints, rising memory needs, and signs that shortages are starting to affect consumer devices.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.co
Cerebras IPO: The Tech Breakthrough That Could Change Everything
Cerebras is an AI chip company set for a groundbreaking IPO, and its revolutionary chip that could accelerate the development of AGI from 15 years to just 5. We explore the implications of their unique chip architecture within the context of their partnership with OpenAI. As Cerebras positions itself to raise $4.8 billion, we analyze how its innovations could disrupt NVIDIA's monopoly and
THIS WEEK IN AI: Anthropic SpaceXAI Deal | Elon vs OpenAI Trial
There's now a surprising alliance between SpaceX and Anthropic, as they team up to challenge OpenAI after Musk’s unexpected pivot from criticism to collaboration. The $5 billion deal for Anthropic to utilize SpaceX's Colossus One data center aims to meet their escalating compute demands. We also discuss Anthropic's new AI templates for financial services, a significant $200 billion Google
Making Sense of the AI Cycle: Where are We Now?
Today, we're analyzing the soaring performance of semiconductor stocks fueled by the AI boom, spotlighting gains from SanDisk and Micron. With the substantial increase in tech giants' capital expenditure projections, now exceeding $800 billion, we can project out the trickle-down effects across the layers of the AI ecosystem. From potential bubble concerns, insights from thought leaders,
The OpenAI Phone is Coming... With an AI Operating System
OpenAI's phone, led by iPhone architect Jony Ive, is set to launch in 2027-2028. With a goal of shipping 40 to 50 million units, we explore the implications of an AI-first operating system that redefines user interaction.We compare OpenAI's consumer-focused strategy to Anthropic's enterprise approach, discuss the challenges of competing with Apple, and ponder the hurdles for user adoption
Everyone Needs to Use OpenAI Codex... Until Claude Mythos Comes Out
Let's examine the fierce competition between AI coding tools Anthropic's Claude and OpenAI's Codex. As Codex emerges with robust updates, we discuss user experiences and showcase demos comparing game development and dashboard creation. Highlights include Codex's superior interface and innovative features like auto-review and Chronicle. We also explore the broader implications for AI integ
THIS WEEK IN AI: Massive Quarterly Earnings, Anthropic's Project Deal, Cursor SDK
We tackle the strong earnings reports from Google, Amazon, Meta, and Microsoft, propelled by AI and cloud growth. Google sees a 94% earnings per share surge, while Amazon's AWS boasts 28% growth. Meta raises revenue by 33% through AI advertising, and Microsoft reports a 40% increase in Azure. We also discuss innovative AI projects like Anthropic’s transaction trial and 11 Labs’ music lice
The Trial Begins: Elon vs Sam Altman
The courtroom showdown between Elon Musk and Sam Altman over OpenAI has begun, with stakes hitting $850 billion and potential damages of $134 billion. As Musk claims he was foundational to OpenAI’s success, Altman’s defense counters with narratives of Musk's bitterness following his exit. We uncover intriguing diary entries from co-founder Greg Brockman that cast doubt on OpenAI's nonprof
China Blocks $2B Meta's Acquisition of Manus. It's Getting Real
The fallout from Meta's $2 billion acquisition of AI startup Manus, haz beencomplicated by the founders' detention in China and a government order to reverse the deal. We discuss the implications for US-China relations, the rise of China’s independent AI ecosystem, and the strategic challenges facing Meta CEO Mark Zuckerberg.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.subst
Owning the Future: USVC Explained with Ankur Nagpal
This 20-min convo with the General Partner of USVC explains how you can invest in Anthropic, OpenAI, and other private deals.Until now, it's been extremely difficult to invest in SpaceX if you're not an accredited investor.USVC is trying to change that.$500 minimum. No accreditation.A real fund holding:- SpaceX (20% via xAI)- Anthropic- OpenAI- Crusoe, Vercel, Sierra, LegoraWe unpacked:-
THIS WEEK IN AI: Chat GPT-5.5 Beats Claude Mythos, SpaceX Cursor Rumors, Google's New TPU's
Big week this week. We discuss the launch of OpenAI's ChatGPT 5.5, showcasing its exceptional coding and problem-solving capabilities that surpass competitors like Claude Mythos. Highlights include its implications for fields like mathematics, innovative applications such as a space mission simulator, and a 3D dungeon game. We also cover industry news on SpaceX's partnership with Cursor,
The Unknown Tech that Enables AGI: Claude Mythos and NVIDIA's Next Generation
We explore the game-changing release of Claude Mythos and NVIDIA's Blackwell chip, a leap toward artificial general intelligence (AGI). We discuss AI hardware evolution, the rise of "neoclouds," and the ethical implications of Mythos.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/
ChatGPT Images 2.0: We Tested Everything (It's Amazing)
OpenAI's GPT Images 2.0 is out, and it's pretty wild what it can do. Remember ghibli-gate? Remember when it couldn't write words? Things are changing so fast these days.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcast
BREAKING: Apple Announces New CEO John Ternus, VP Hardware
Wow. It's finally happening. Tim Cook is resigning as Apple CEO after 15 transformative years, during which the company experienced a 2,000% stock increase and reached a $4 trillion market cap. We examine the challenges Apple faces in the AI sector and the potential of new CEO John Ternus to revitalize hardware innovation. With Cook's departure highlighting a shift in leadership, we refle
