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Limitless: An AI Podcast: Daily Summaries Delivered
by Limitless
Exploring the frontiers of Technology and AI
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- Today32 min
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: 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
- Yesterday24 min
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: 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
- 2 days ago27 min
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/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 IPOs and AI Spending Surge1:30 SpaceX Leads the Filing Rush3:39 Index Rules Bend for IPOs7:13 Anthropic’s Explosive Growth12:24 Google Raises War Chest17:52 OpenAI Joins the Race19:26 Physical Limits on AI Buildout22:54 Robotics and Orbital Data Centers23:30 Which IPOs Excite Them Most26:36 Closing Thoughts 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/disclosures
- 3 days ago28 min
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://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 Dell’s AI Comeback1:34 Private to Public2:18 Picks and Shovels4:19 Vera Rubin Goes Live7:02 AI on Your Desktop10:16 The New Laptop War13:01 Open Source Strategy16:10 The Bubble Landscape19:02 Trump's Involvement22:24 Why Dell Matters26:09 Consumer AI Hardware------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
- 1 weeks ago23 min
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 manifesto, and Snowflake’s post-earnings stock jump.------🌌 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’s New AI Subscriptions2:51 Comparing Subscription Tiers9:23 Meta’s Revenue Pressure10:30 SpaceX Goes Orbital AI13:42 Cognition's Big Raise15:37 The AI Pope18:37 New Benchmarks, New Winners20:30 Snowflake’s SaaS Comeback------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
- 1 weeks ago29 min
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!------🌌 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 Infrastructure Thesis1:47 Gavin’s Track Record2:57 Bottlenecks in Chips5:26 Unity and World Models7:40 Inference11:20 Four AI Constraints17:35 Energy and Space Compute19:08 This Isn’t Dot-Com24:10 Supply Constraints26:06 Conclusion------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
- 1 weeks ago23 min
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 business side and its connection to biotech, AI, and future enhancement and medicine.------🌌 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 Enhanced Games Unveiled2:58 Can Drugs Break Records?5:34 Rules, Stacks, Side Effects7:59 Ethics Of Enhancement9:47 Natural Winners14:12 The Business17:35 Biotech Acceleration21:31 What It Means For Sports------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
- 1 weeks ago21 min
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 Vision14:58 Concerns17:23 Final Takes------🌌 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/------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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