Podcast
Limitless: An AI Podcast
Hosted by Limitless · EN
Exploring the frontiers of Technology and AI
88episodes
Episodes
Newest firstAll episodes
Apple v. OpenAI: Trade Secrets and Corporate Espionage
Yesterday00:28:30Tap 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
5d 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
6d 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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Understanding The Past Year in AI: 200th Episode Special!
1w ago00:30:38Tap 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/------In our 200th episode, we review nearly 200 transcripts to identify recurring themes and track how the AI landscape has changed over the past 14 months. Focusing on compute and memory as key AI investment themes, we revisit companies featured on the show and discuss future topics like specialized AI applications, local models, and space-based model training.------TIMESTAMPS0:00 200th Episode Victory Lap1:49 Early Bets Proven Right3:44 Memory and Chip Windfalls4:59 The Cursor Thesis Pays Off5:34 Limitless Portfolio Returns7:46 Where the AI Puck Goes9:32 Trends Rising and Fading12:57 Google’s AI Comeback13:47 New Frontiers in AI15:32 Space, Science, and Specialized AI17:47 Turning Intelligence Into Value20:15 Local Models and New Devices22:45 Recursive AI and Geopolitics24:56 Optimism for the Next 200------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 Age of Inference: Etched Startup Proves the Next AI Hotspot
1w ago00:27:23Tap to summarizeInference 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 efforts from companies like OpenAI, Google, and Amazon, and argues that inference demand may keep growing as AI agents and long-running workloads expand.------🌌 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 Inference’s New Frontier2:14 Training Versus Inference5:19 Etched’s Bold Bet7:58 Building the Whole Rack10:48 TSMC and the Hard Problems13:29 Why Inference Matters14:59 The Transformer Risk17:02 OpenAI’s Jalapeno Chip18:59 Why Accelerators Keep Winning22:28 The Market Is Underpricing It23:10 NVIDIA Is Still in the Game24:56 Vertical Integration Wins------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: Fable 5 Returns, OpenAI Might Nationalize, Meta Sells Compute
2w ago00:40:31Tap to summarizeWe 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: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 Fable 5 Returns3:12 Banned, Safeguarded, Back7:58 Sonnet 5 And Science11:33 Meta Reads Your Mind14:11 Meta's Compute Pivot17:17 OpenAI's Power Play23:26 Etched's Chip Breakthrough27:37 Memory Market Shock31:02 Robots In The Home36:54 Industry, Not Housebots39:01 Episode 200 Milestone------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 AI Energy Stack: The Actual Industry Winners
2w ago00:32:37Tap to summarizeThis 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://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 GPU Bottleneck Shifts0:37 Power Becomes the Constraint3:15 Five-Year Grid Delays5:47 Bloom’s Fast Energy Fix9:54 Data Transfer Hits Limits11:51 Light Replaces Copper17:25 Power Delivery Gets Harder18:22 Marvell Wins Power Design20:35 Renting Compute at Scale21:08 Nebius and NeoClouds25:17 Compute Becomes an Asset29:47 The Substrate Layer Ahead------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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GPT-5.6: OpenAI's New Model Cheated and Now It's Locked Away
2w ago00:27:31Tap to summarizeIn 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/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 GPT 5.6 Banned1:46 Three New Models4:51 Benchmarks and Politics6:43 Cheating on Long Tasks8:26 Cheaper Frontier AI11:01 Hidden Risks Revealed12:34 Closed Access Dilemma14:26 Government and Public Gap19:40 Encryption All Over Again22:04 Waiting for the Framework23:08 AI Talent Consolidates24:13 Frontier Moves Faster------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: ChatGPT Built its Own Chip, Micron Soars, a24's $75m Google Deal
3w ago00:23:02Tap to summarizeToday 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/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 AI Chip Move2:46 Compute and Hardware Strategy5:30 Micron’s Earnings Surge11:03 Meta’s Mythos Model Delay14:47 A24 Meets Google AI17:51 Sam Altman Movie Standoff19:02 Claude Tag Enters Slack21:10 Newsletter and Sponsorship Call------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 Quantum Computing Moment: The Last Tech Frontier
3w ago00:26:45Tap to summarizeQuantum 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.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 Quantum’s Next Wave3:04 How Qubits Break Encryption6:35 Trump’s Quantum Executive Orders9:31 Fault Tolerance Explained12:11 IBM Enters the Race15:47 Rigetti and D-Wave18:33 Quantum’s AI Moment------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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