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
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
THIS WEEK IN AI: Claude Opus 4.7, Allbirds AI Rebrand, Leopold's Bet Pays Off
Big Week in AI. We discuss Anthropic's Opus 4.7, its most advanced AI model, which surpasses GPT 5.4 but is overshadowed by the upcoming Claude Mythos. We cover Allbirds' surprising stock surge after pivoting to GPU provision, and highlight trader Leopold Aschenbrenner's $2.5 billion gains in AI investments.We also touch on Microsoft's partnership with Anthropic and U.S. national security
OpenClaw Overview: Which AI Agent Should You Use?
Let's explore the world of claws: tools that streamline digital tasks into a single interface. By comparing offerings from Anthropic, OpenAI, and Google, we determine which is the best for you to use.Highlights include the user-friendly OpenClaw and Claude for task automation, Meta's acquisition of Manus for AI marketing, and Perplexity’s model-agnostic approach.------🌌 LIMITLESS HQ ⬇️NEW
The Next Era of Space: Every Player You Need To Know
Let's explore the dynamic space industry, highlighting NASA's $20 billion Moon settlement investment, SpaceX's $1.75 trillion IPO, and Amazon's $11.6 billion Global Star acquisition. We discuss NASA's successful Artemis 2 mission, rising private players like Rocket Lab, and innovations in lunar infrastructure and satellite imagery.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.
Behind Apple's AI Smart Glasses: Their Last Chance (and Greatest Hope)
Apple's rumored upcoming AI glasses, codenamed N50, are set to redefine wearable tech with a display-less design and enhanced Siri integration. We analyze the competitive landscape, focusing on Meta's Ray-Ban smart glasses and emerging rivals from Snap and Google.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY:
THIS WEEK IN AI: Real Anthropic Revenue, Meta Muse Spark, OpenAI's Next Model
Meta's MuseSpark is a new an AI model potentially impacting over 3 billion users, and worth comparing performance with Claude Opus and GPT. We also address Anthropic's revenue surge from a Google deal, highlight public unease about AI, and explore a new robotic lamp for household chores. Finally, we touch on SpaceX's TeraFab project with Intel, poised to transform AI chip production.-----
Google Just Made Their AI Free, Private, and Yours (Gemma 4)
Google’s groundbreaking AI model, Gemma 4, lowers the cost of generative AI to around $80, allowing users to run it offline on devices like Raspberry Pi. We explore its advanced features, such as object recognition in video, and discuss how local model operation democratizes access while enhancing privacy. How does Gemma 4 compare to top models like Claude and ChatGPT? With its multimodal
Anthropic's Claude Mythos Just Broke Containment (Full Story)
Some pretty alarming implications surround Anthropic's Claude Mythos AI model, which was withheld from public access after revealing thousands of security vulnerabilities. The AI actually breached containment, emphasizing the urgent need for strong cybersecurity measures.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY:
OpenAI Has Been Losing Its Edge to Anthropic. But Not For Long.
Let's examine OpenAI's $122 billion raise and new acquisitions while they put others in the graveyard. We discuss the shift from data centers to cloud resources in response to competition from Anthropic and the implications of Sora's costly shutdown.With a potential $1.2 trillion IPO on the horizon, we explore leadership tensions over timing and strategy, alongside insights on the upcomin
THIS WEEK IN AI: Qwen 3.6 is Scary Good, OpenAI's Record-Shattering Fundraise, Oracle Layoffs
We explore China's advancements in AI with Qwen's new models outperforming leading competitors. We discuss OpenAI's historic $122 billion fundraising round and investor shifts towards rivals like Anthropic. Plus, we cover Oracle's layoffs, Meta's AI glasses, and a revolutionary electromagnetic AI chip design. Finally, we highlight Valor Atomics’ valuation surge after a $450 million raise
NASA's Artemis II Launched, But It Should Have Been a SpaceX Mission
NASA's historic launch is putting four astronauts on a mission to orbit the moon for the first time in 53 years. We explore the advanced technologies behind this achievement, the high costs of the Artemis II mission compared to SpaceX, and the ambitions of both organizations for lunar colonization. We look at the crew’s extensive food menu but wrap with a discussion on future moon settlem
Anthropic Just Leaked Their Entire Claude Roadmap by Accident (What's Coming Next)
There has been another major security breach at Anthropic, this time revealing their CloudCode source code and upcoming features like Kairos and Buddy. We discuss the implications of this leak, born from a simple mistake, and its impact on Anthropic’s reputation and valuation. Plus, we highlight the potential for innovation within the open-source community from the leaked code and share u
Claude Mythos: Anthropic's Leak That's Too Dangerous to Release
Everyone's losing their minds over the leak of Anthropic's advanced AI model, Claude Mythos, and its cybersecurity implications. We also touch on competitors like OpenAI’s Spud and Google’s Agent Smith amid the intense race for AI innovation. This leak raises critical security concerns, impacting market reactions and highlighting challenges in the AI industry.------🌌 LIMITLESS HQ ⬇️NEWSLE
THIS WEEK IN AI: Google TurboQuant, OpenAI Ends Sora, SpaceX IPO
Time to dive into the impact of Google's TurboQuant algorithm on memory stocks, enhancing AI performance while shaking market valuations. We analyze OpenAI's challenges with Sora and its strategic pivot towards AGI Deployment. We also discuss a potential $2 trillion SpaceX IPO and Apple’s restrictive App Store updates affecting AI innovation. Finally, we touch on Meta’s ambitious market c
Everyones Losing Their Minds Over The Stock That Gets You Anthropic, OpenAI, and SpaceX
What's behind the the meteoric rise of the Fundrise Innovation Fund? From $31 to $575 per share within a week, we uncover whether the surge is driven by genuine opportunities or market hype. With heavy investments in AI and data infrastructure, we discuss the implications for the IPO market as excitement builds around potential listings from firms like SpaceX.------🌌 LIMITLESS HQ ⬇️NEWSLE
Claude Is Becoming OpenClaw (And It's Better)
We explore Anthropic's eight major releases in eight weeks, including Claude Cowork, which transforms desktop interactions into a potential "Claude OS." We discuss implications for market competitors and investor excitement around possible IPOs for Anthropic and OpenAI. It's time to start using these innovative tools, understand their potential to reshape technology interactions, and ushe
Elon Musk's Terafab: The Impossible Plan for a Galactic Civilization
This past Saturday night, Elon Musk walked onto a stage in Austin, Texas and announced the most ambitious industrial project in human history. It's called TeraFab, a joint venture between Tesla, SpaceX, and xAI to build a chip factory the size of San Francisco, producing one terawatt of computing power per year. That's more than the entire United States generates in electricity.In this ep
THIS WEEK IN AI: Google's New "Vibe Designer", The Rivian Uber Disaster, OpenAI's Shopping Spree
Google just dropped two products that sent shockwaves through the tech world. Stitch, their new AI design tool, wiped billions off Figma's market cap overnight. Their new coding stack in Google AI Studio is going straight at Anthropic's Claude Code. Meanwhile, Uber just bet $1.25 billion on Rivian robotaxis — but the math doesn't add up. OpenAI acquired Astral and PromptFu as they pivot h
The Rise and Fall of Travis Kalanick... And His Return With Atoms
Travis Kalanick, former Uber CEO, is coming back. Now as he launches his new venture, Atoms, aimed at automating the movement of physical goods. We discuss his tumultuous past, including his ousting from Uber and subsequent success with Cloud Kitchens, alongside his ambitious vision for Atoms that leverages AI and robotics to revolutionize multiple industries.------🌌 LIMITLESS HQ ⬇️NEWSLE
NVIDIA GTC: Jensen Huang's 5 Biggest Announcements
At NVIDIA's GCC conference, CEO Jensen Huang announced a bold target of one trillion dollars in orders by 2027. The AI graphics breakthrough DLSS 5, which has been received with memes and controversy.Other announcements include the groundbreaking Vera Rubin platform, which promises 35 times the performance; strategic acquisitions like Grok; and advancements in self-driving technology.----
Will AI Take Your Job? Andrej Karpathy's Report Shows Who Will Survive (and who won't)
Drawing from Andrej Karpathy's report, we discuss the effects of artificial intelligence on the job market. We uncover which jobs are most at risk of automation, such as financial analysts, while hands-on roles remain safe.With 150 million jobs potentially impacted, we highlight the evolving nature of work and emerging opportunities.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessf
THIS WEEK IN AI: NVIDIA's OpenClaw Killer, Meta Buys Moltbook, Perplexity Computer
As AI agents like OpenClaw continue to take the world by storm, NVIDIA introduces its rival, NemoClaw, backed by $26 billion. We discuss Perplexity's new "personal computer" version of OpenClaw, Elon Musk's xAI collaboration with Tesla, and the automation potential of Figure's Helix 2 robots. Meta's acquisition of Moltbook sparks debates on authenticity, while Google’s advancements in mul
The Good and Bad of AI Coding: Amazon Shuts Down, Autoresearch, Claude Code Review, Lovable
A recent six-hour Amazon outage was triggered by AI-generated code, prompting changes in their coding policies. We explore Anthropic’s challenges with Claude Code, the rise of "Lovable," an intuitive AI app platform, and Andre Carpathy's project on self-improving AI. Join us as we navigate the evolving landscape of AI and coding.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.su
SpaceX Just Declared War on Your Cell Provider (Verizon, T-Mobile)
SpaceX's Starlink Mobile is eliminating connectivity dead zones across the world with internet speeds up to 150 Mbps. They crushed providing aid during California's wildfires and has grown to over 10 million customers.With new satellites on the way, SpaceX is looking to seriously disrupt traditional telecom companies, with a likely massive IPO not too far in the future.------🌌 LIMITLESS H
Human Brain Cells in a Petri Dish Just Played DOOM (This Is Real)
These are groundbreaking advancements at the intersection of AI and biology. Cortical Labs have trained human nerve cells to play video games. Meanwhile, we built a true simulation of a real fruit fly.We discuss the ethical implications of simulating consciousness and whether these innovations could signal a major shift in AI development.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limit
This Week in AI: Anthropic Beats OpenAI, Deveillance, AI Farming
Anthropic has had a chaotic week, surpassing OpenAI with $20 billion in revenue and the launch of Claude Opus 4.6. We discuss OpenAI's response with the upcoming ChatGPT 5.4, financial struggles, and Anthropic's internal memo on Pentagon ties. We also break down the Deveillance privacy device and highlights AI's impact on agriculture and recent layoffs at Jack Dorsey's Block.------🌌 LIMIT
Apple's Biggest AI Announcement This Week (Not MacBook Neo)
Apple released a bunch of new products this week, and everyone's talking about the lineup of cheaper iPhones, iPads, Macbooks, etc.But what we're talking about today is how Apple's new chip architecture is quickly making it the sleeper giant for AI hardware.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: h
Inside The Portfolio Of The 24 Year-Old Who Made $4.5B AI Investing
Leopold Aschenbrenner is a 24-year-old investment prodigy who grew a billion-dollar fund to $5.5 billion by focusing on AI and energy infrastructure. Now he's shifting exposure from traditional chip stocks like NVIDIA to firms such as Bloom Energy, addressing the power needs of AI datacenters. Central to his strategy is the prediction of AGI by 2027, outlined in his essay "Situational Awa
Operation Epic Fury: The USA Banned Anthropic But Used It Anyways
We explore a tumultuous week in AI as the U.S. government banned Anthropic's Claude AI from military use, only for it to be deployed in the Iranian operation the next day.We analyze the ethical dilemmas faced by AI firms navigating government demands, spotlighting CEO Dario Amodei's refusal to compromise on safety. The discussion intensifies with OpenAI's bold offer to the Pentagon, ignit
This Week in AI: NVIDIA Earnings, Anthropic vs Pentagon, Perplexity Computer
NVIDIA's earnings report revealed a $68.1 billion Q4 with a 70% year-on-year growth, prompting discussions about the sustainability of the AI supercycle. We delve into Perplexity's innovative personal computing platform and Anthropic's disruptive plugins that affected IBM's market cap. See also: AMD's new partnership with Meta, boosting AMD's stock by 15%, and the complexities of Pentagon
Anthropic Just Got Hacked by China. These are the New Front Lines.
Anthropic came forward with a statement accusing China's open source AI labs of theft via distillation, taking data from 16 million fake conversations. With Google and OpenAI echoing similar concerns, we examine the ethical dilemmas of "distillation attacks" and the hypocrisy within the U.S. AI industry. As the Pentagon leans on AI for national security, we discuss the precarious balance
Google's Lyria 3: The Music AI that Changes Everything
Google’s new AI tools Lyria 3 and Pomelli feel like magic. Lyria 3 showcases real-time music generation and music from images, while Pomelli creates marketing visuals from a single image, transforming photography. We also discuss Gemini 3.1 Pro's advancements and user feedback.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSP
THIS WEEK IN AI - Toilet Co. Challenges NVIDIA, Apple AI Device Rumors, Manus vs OpenClaw
Toto, the Japanese Toilet Company, now has a surprising role in AI chip development, with massive gains in the market this year.In other news, we have self-replicating AI agents, Apple AI device rumors, Google Gemini 3.1, and xAI's Grok 4.20 multi-agent model. ------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY:
Inside OpenClaw: Should You Actually Use It? Probably Not.
Everyone's talking about Openclaw, but it's difficult to figure out who this new framework is actually for.On top of security issues and vulnerability risks, it's also technically demanding. So in this episode, we get to the bottom of it: should you actually use Openclaw?And if so, how should you do it?------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: h
OpenAI Just Acquired OpenClaw: Why This Is A Huge Deal
OpenAI just acquired OpenClaw, the fastest-growing open-source AI project in history, only 82 days after it was created. This isn’t just another AI tool: OpenClaw is a personal agent that connects to your apps and actually does things for you, signaling the beginning of the end of the chatbot era. In this episode of Limitless, we break down the OpenAI vs Meta bidding war, why Anthropic fu
This Week in AI: "Something Big is Happening," The xAI Exodus, Seedance 2.0
Well, he's doing it again. Elon is clearing house to make way for a new era or production. In other news this week, we cover the Seedance 2 model and AI safety concerns following leadership changes at Anthropic. As job disruption fears rise, we share personal stories on adaptation. We wrap up with buzz around OpenAI's new Dime product and ChatGPT's 'adult mode.'------🌌 LIMITLESS HQ ⬇️NEWS
OpenAI Device Leak: They Claim Fake News, But We're Not So Sure!
We look into the buzz around a leaked Super Bowl ad for OpenAI's anticipated consumer AI hardware, sparked by a Reddit claim that the ad was pulled. OpenAI’s president labeled it “fake news,” prompting us to discuss a rumored $6.5 billion partnership with designer Jony Ive and the challenges of entering a hardware market dominated by giants like Apple.------🌌 LIMITLESS HQ ⬇️NEWSLETTER:
World Models: What are They, and is Google's Genie 3 AGI?
Believe it or not, Google’s Genie 3 World Model is actually a breakthrough in Artificial General Intelligence (AGI).It simulates reality and transforms in real-time based on user interaction, and we discuss its game-changing applications in autonomous driving with Waymo and how it contrasts with traditional AI models. Industries to be affected: gaming, robotics, and healthcare, and just a
The Coding Model Wars: Claude Opus 4.6 vs GPT-5.3 Codex
Anthropic's Claude Opus 4.6 and OpenAI's Codex 5.3 have come out back to back, so we dive in and compare their shocking capabilities and implications for AI development. We compare Claude's orchestration skills against Codex's superior coding efficiency through live demos, revealing the potential impact on job automation in tech. Try them out, see which one you prefer, and let us know!---
This Week in AI: $2T Market Crash, Anthropic VS OpenAI, SpaceX Merger
It's been a very tumultuous week in the markets with a $2 trillion drop in the S&P 500, set against surprisingly optimistic earnings from tech giants like Microsoft and NVIDIA. We explain why CapEx concerns are the likely culprit for the downturn, and the downstream effects on the health of the AI bubble.Plus, a whole bunch of news with Anthropic, OpenAI, SpaceX, and how an AI agent m
Elon Joins SpaceX and xAI in the Biggest Merger Ever. Is Tesla Next?
Musk Industries has done it again. This time, a monumental merger of SpaceX and XAI , threatening a valuation of $1.5 trillion. We discuss Elon Musk's vision for space as an AI development hub, the cost-saving innovations from the Starship program, and potential impacts for Tesla shareholders. Plus, we explore the competitive landscape and what this merger means for the future of technolo
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