Podcast
Limitless: An AI Podcast
Hosted by Limitless · EN
Exploring the frontiers of Technology and AI
77episodes
Episodes
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THIS WEEK IN AI: Tension at World AI Summit, Snapchat Glasses, Meta's Crisis
6d ago00:38:39Tap to summarizeWe 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.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 Ridiculous AI Glasses7:27 AI Summit Tensions11:46 Noam Shazir Joins OpenAI15:48 Anthropic’s Fable Shutdown18:52 Microsoft Embraces Open Source24:36 Meta’s AI Reorg Crisis29:15 China’s New Coding Model32:06 MidJourney Enters Medicine------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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The SpaceX Investment Thesis: Where We Are Now
1w ago00:30:06Tap to summarizeToday 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 AI development... And the big debate: is SpaceX better suited for short-term traders or long-term holders?------🌌 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/------TIMESTAMPS0:00 SpaceX IPO Shockwave2:31 Massive Unlock Ahead6:38 Cursor Deal Explained9:51 Float and Sell Pressure13:25 Who Sells First?15:24 Six-Month Price Outlook18:24 Long-Term Bull Case20:26 Trillion Dollar Revenue22:11 Elon’s Bigger Vision26:35 Competitors and Closing Thoughts------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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Updates From the #1 AI Investor: Leopold's NVIDIA & Anthropic Strategy
1w ago00:27:28Tap to summarizeWe 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: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 Leopold’s AI Portfolio1:24 NVIDIA Short Explained3:43 Bond Deal Breakdown7:35 Why He Rotated9:19 Anthropic Surprise Stake12:19 Next Infrastructure Wave14:28 Picking the Winners17:55 Optics and Fiber Edge22:00 Bubble or Not?23:25 Energy Is the Bet24:47 Closing Thoughts------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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The United States of Claude: Government Bans Fable 5
1w ago00:29:26Tap to summarizeThis 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 ⬇️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/------TIMESTAMPS0:00 Intro1:16 The Government Pulls Fable5:26 Frontier Goes Backward9:36 Amazon Sounds the Alarm11:33 Types of Jailbreaks14:55 Frontier Labs Logic18:00 Politics and Security27:29 History Is Happening Now------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosuresJosh 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.
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THIS WEEK IN AI: SpaceX IPO TODAY, AI 1 Satellite, Claude Fable 5
2w ago00:35:30Tap to summarizeThis 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: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 SpaceX IPO Frenzy3:19 AI Data Centers in Space8:38 Starlink’s Explosive Growth14:26 Hardware Scaling Advantage17:00 Valuing SpaceX’s Future22:09 OpenAI’s Gigawatt Gamble26:40 Fable 5 and Safety29:35 Siri’s Big Comeback33:18 Closing Thoughts and Reactions------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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AI Loops: How the World's Best Engineers Use AI
2w ago00:30:51Tap to summarizeAI 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://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 AI Autonomy Ladder1:49 From Prompts to Agents4:59 Understanding AI Loops10:35 Why Autonomy Is Rising15:46 Human Taste Still Matters20:38 The Cost of Intelligence25:25 Recursive Self-Improvement27:32 Four Rungs Explained29:41 Closing------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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Claude Fable 5: The Most Impressive AI Model Ever
2w ago00:31:19Tap to summarize🌌 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/------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.------TIMESTAMPS0:00 Anthropic’s New Frontier2:24 Examples8:04 Demos13:58 Benchmark Stats17:33 The Mythos Model25:37 Pricing and Compute Limits28:57 Long-Horizon Workflows------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------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.Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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Apple WWDC 2026: Finally Delivering on AI Promises
2w ago00:35:33Tap to summarizeThis 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.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/------TIMESTAMPS0:00 Apple WWDC 20262:15 Siri Gets Context7:45 Developer AI Unlock11:35 New Practical Features14:30 Under the Hood21:29 Photos and Maps25:51 Future Hardware Plans30:21 Apple’s Long-Term Bet31:21 Tim Cook’s Legacy------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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THIS WEEK IN AI: Microsoft Build, NVIDIA at Computex, New Glenn Explosion
3w ago00:32:08Tap to summarizeToday, 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: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 Microsoft’s AI Hardware7:07 Nvidia’s Hardware Blitz11:53 Jensen's Next Pick14:11 Blue Origin New Glenn Failure17:15 Bots Outnumber Humans20:39 OpenAI’s Compute Crunch27:11 Grok’s New Coding Layer29:45 Google Raises More Cash------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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Hijacking Instagram: Behind The Massive AI Exploit
3w ago00:24:42Tap to summarizeA 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: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 Meta AI Hack2:35 How The Scam Worked5:11 Two-Factor Fails7:57 The Confused Deputy9:30 Meta’s Security Failure13:18 White House Response17:32 How To Protect Yourself22:14 Bigger AI Threats23:55 Closing Thoughts------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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