Podcast
Limitless: An AI Podcast
Hosted by Limitless · EN
Exploring the frontiers of Technology and AI
95episodes
Episodes
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THIS WEEK IN AI: NVIDIA Dominates Google | America vs Open Source | Tesla Starlink V5
2w ago00:22:31Tap to summarize🌌 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 week in AI, we discuss NVIDIA’s Vera Rubin chips, Google’s latest disappointments, and the competition between US frontier labs and Chinese open-source models. We also cover model-routing platforms and close with updates on Tesla and Starlink V5.------TIMESTAMPS0:00 AI Costs Crashing Down0:36 Vera Rubin Lands2:39 NVIDIA’s Market Edge5:27 Google’s Disappointing Week8:12 Google’s Chip Race12:34 Open Source Under Fire16:58 Model Routers Rise19:28 Tesla’s Internet Network------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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A Prototype GPT-6 Broke Out of Confinement: Is AI Alignment Possible?
2w ago00:26:22Tap to summarizeWe 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 security threats.------🌌 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 Model Breakout1:33 Hugging Face Intrusion3:51 Defender’s Dilemma7:44 Alignment and Safeguards11:24 How Real Was It?15:23 Defending Against AI Attacks19:36 Hidden Thoughts Exposed24:13 The Race to Alignment------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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Elon Will Handle the Energy Bottleneck Himself: Buys APR Energy for $1B
2w ago00:27:17Tap to summarizeThere'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.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 Power Bottleneck2:44 Energy Demand Explodes4:12 Elon’s Permitting Loophole7:23 Memory Trade Rotation10:08 Korea’s Memory Shock12:27 Electricity Becomes the Trade14:51 Power Stack Layers16:15 Bloom’s Portable Fix17:35 GE Vernova Leads19:29 Nuclear Gets Interesting21:44 The Power Trade Thesis22:44 Bullish on Electricity24:09 Model Agnostic Demand25:15 Short-Term and Space Power26:00 Closing------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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AI Bubble Update: Kimi K3 Sends China into Chaos
2w ago00:25:39Tap to summarizeWe 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.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 Kimi K3 Shakes Markets0:49 Open Source Disruption2:54 China’s AI Message5:22 Demand Outstrips GPUs8:59 Open Source Backlash13:58 The Bubble Debate17:38 Infrastructure Wins Long Term22:36 Breakthroughs Still Loom24:48 Outro and Updates------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: Kimi K3, OpenAI's Alexa, Grok Stealing Code, Thinking Machines
3w ago00:32:49Tap to summarizeBig 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.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 Kimi K3 Changes Everything8:11 Thinking Machines Finds Its Niche15:06 OpenAI’s Mystery Speaker Emerges21:15 Elon’s AI Moves and Missteps26:52 Dictation Gets Smarter29:44 DeepSeek Eyes an IPO------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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Are Cheaper AI Models Better than Claude and ChatGPT?
3w ago00:30:36Tap to summarizeWe'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/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 AI Price Competition2:48 Grok 4.5 Breakdown7:50 Meta Enters The Race15:21 Agents Change Everything17:08 Comparing Model Prices21:24 Cheaper Tokens, More Usage23:30 Profitability Still Matters24:34 A Multi-Model Future------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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The Government Banned GPT-5.6. OpenAI Released it Anyways
3w ago00:23:40Tap to summarize🌌 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-5.6 with the new Sol, Terra, and Luna model tiers and an updated app experience. We also cover live demos, image generation and editing use cases, and concerns about autonomous access after reports of file deletion and database issues.------TIMESTAMPS0:00 GPT 5.6 Released to Everyone0:24 Safer Than It Looks?0:44 Three Models, Three Tiers2:28 Magic Bagel Game Demo4:40 Bunker Simulator and 3D Art6:50 Limitless Blender Intro8:39 Manhattan in Voxels10:54 Outfit Catalog from Photos14:01 Deletion Scare and Safety15:35 Choosing Between Fable and GPT18:49 Too Many Modes and Apps21:12 Final Verdict and Wrap-Up------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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Apple v. OpenAI: Trade Secrets and Corporate Espionage
3w ago00:28:30Tap to summarizeApple 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://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 OpenAI’s Secret Apple Grab4:16 Poaching Engineers and Secrets6:35 The Alleged Interview Scheme9:06 Why Apple Fought Back11:40 OpenAI Versus Apple Strategy13:49 Apple’s Leak-Tracking Tactics15:33 AI Hardware Meets Personal Data17:34 Apple’s Own Security Problem19:59 Why IP Is the New Gold22:26 California’s Non-Compete Advantage23:08 Is Apple Truly Worried?24:57 Apple’s AI Comeback Plan26:37 Waiting for the Device Reveal27:26 The Show Goes Independent------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: Grok is Back, ChatGPT 5.6, Meta's New Models, China's Threats
4w ago00:29:44Tap to summarize🌌 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 this week! Including xAI’s Grok 4.5 and OpenAI’s GPT 5.6, we discuss their coding, reasoning, and benchmark performance. OpenAI also introduced a new full-duplex voice mode, which lets users speak and listen at the same time, and may preview future AI interfaces.We also discuss Chinese AI labs building their own chips to reduce reliance on NVIDIA and imported hardware. And finally, a few updates on Meta’s new image and video models, ByteDance’s SeeDream image model, and Cloudflare’s payments API for micropayments and AI agent access.sis)------TIMESTAMPS0:00 Grok Is Back2:03 Cheap Intelligence Wins3:51 Cursor Deal Pays Off6:21 GPT 5.6 Arrives10:05 Voice Mode Breakthrough15:17 China’s Chip Push20:32 Meta’s New Visuals25:06 ByteDance Joins Image Gen26:36 Cloudflare Opens Payments28:21 Wrap-Up And Farewell------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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The Memory Trade: Samsung's Record Breaking Profit
4w ago00:28:24Tap to summarizeSamsung’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 declines even after Samsung reported record profits and beat estimates. We look ahead to the limited number of memory suppliers, slow capacity expansion, and the upcoming U.S. listing of SK Hynix.------🌌 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/------TIMESTAMPS0:00 Samsung’s Memory Windfall1:32 AI Memory Power Shift3:42 DRAM, NAND, and HBM5:13 The Black Hole for Memory6:40 Bubble or Supercycle?7:38 Consumer Costs Surge10:19 Prices Keep Climbing11:43 Why Supply Can’t Catch Up13:04 Memory Hits Consumers14:14 How Long Can It Last?15:09 Supply Still Tightly Constrained16:25 Cheaper Memory, More AI17:10 Stocks Hit a Bear Market18:44 Sell-The-News Shock19:56 Lessons from Past Cycles21:16 SK Hynix Goes Onshore23:13 IPO Demand Explodes24:29 Long-Term Outlook Holds------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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