Limitless Podcast

Google has had a big week, with $1 billion annual deal with Apple to integrate its Gemini AI across 2 billion devices, signaling a major shift in the infamous Siri. We also discuss Google’s market cap surpassing $4 trillion, and the launch of Gemini in Gmail, which automates email management. Additionally, we analyze Google’s Universal Commerce Protocol, aiming to redefine online shopping with partners like Walmart and Shopify.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 The Week Google Changed Everything0:56 Google's Dominance in AI2:29 The Apple and Google Partnership3:01 Apple's Shift to Google AI7:05 The Future of E-Commerce17:38 Universal Commerce Protocol23:10 Google’s Strategy for 202624:42 Conclusion: A Big Win for Google------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Oddbit's Peer Arena experiment is the latest piece of AI lore, assessing AI language models' moral and ethical behaviors through a Survivor-style voting game. 17 models engaged in 298 debate games, revealing unique personalities from the altruistic "Saint" to the egotistical "Tyrant." We discuss the implications of AI behaviors on governance and economics, emphasizing the need for moral alignment. Who do you think made the leaderboard?------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 Peer Arena Experiment Explained4:21 Debating Dynamics and Strategies8:30 Game Examples and Model Responses15:12 Recursive Learning and Self-Awareness17:12 Implications for AI in Society19:20 Future of AI in Decision Making20:07 Conclusion and Episode 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

CES 2026 is here, NVIDIA's Alpamayo AI taking centerstage with its autonomous driving and its potential to challenge Tesla. We discuss NVIDIA’s unfathomable Rubin chip, OpenAI's ChatGPT Health, and Anthropic's astronomic valuation with it's recent raise.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 CES 20266:17 Nvidia FSD9:13 Rubin GPU17:08 CES Inventions21:53 ChatGPT Health30:19 Anthropic Raise34:05 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

🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------OpenAI's new potential pen-shaped device may be designed for ambient computing and moving beyond smart glasses. We analyze the impacts of over $10 billion in failed AI hardware investments and OpenAI's strategic focus on voice technologies. Exploring the convergence of multimodal AI and societal screen fatigue, we consider how this device could reshape our tech interactions.------TIMESTAMPS0:00 AI's New Hardware Revolution4:08 Speculating the Device's Design8:25 Ambient Computing's Promise12:11 The Cost of Innovation14:52 The Flaws of Smart Glasses17:49 Pickle's Unlikely Reality19:26 OpenAI's Unique Approach23:51 The Future of Device Integration26:25 Looking Ahead to the Future------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

There is an urgent memory crisis in the AI industry as 2026 begins, highlighted by graphics card prices skyrocketing from $500 to $4,000. We reveal the $100 billion memory supply gap and its critical implications for AI performance and consumer electronics. Key players like NVIDIA, Google, and major memory manufacturers struggle to meet demand, while Apple’s upcoming A20 chip raises questions about pricing strategies. Join us for insights on how consolidation among DRAM suppliers and fierce competition shape the tech landscape, and the potential effects on consumers moving forward!------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 The AI Memory Crisis3:12 The Rise of Memory Prices6:21 Apple vs. NVIDIA: The Memory Battle9:17 The Memory Manufacturing Giants13:22 The Shift in Market Dynamics14:37 The Future of Memory in 202618:05 The New Gold Rush for AI18:59 Your Stories: Impact of Rising Costs------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------In this episode, we predict the future of AI by 2026, debating AGI breakthroughs and the role of GPU clusters in space.Get involved. What do you think about the future of AI?------TIMESTAMPS0:00 Predictions for 20262:27 GPUs in Space4:22 Biggest IPO of 20265:34 Long and Short Trades7:36 Industry Predictions8:42 The Layoff Lotto10:29 China's Open Source Dominance14:19 The AI Crash Out15:37 AI Bubble Implosions17:11 Breakout Hardware Devices18:50 Comeback Player of the Year20:45 Most Valuable Robot21:53 AI Entertainment Apps23:36 The Largest Model25:24 Context Window Records27:32 Winner Takes Most29:08 The Biggest Loser30:44 AI Blue Chip of 202631:57 Best Model by Intelligence34:08 The Hottest Trend for 202637:27 Predictions 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

Nvidia's $20 billion deal with Groq could totally change AI infrastructure. Meanwhile, Meta's purchase of Manus AI might not be so bullish. We celebrate Google’s Gemini app dethroning ChatGPT and discuss Alphabet's acquisition of Intersect for better energy control. Plus, insights from Andre highlight the future of generative AI in shaping user experiences.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 Nvidia's $20 Billion Acquisition0:49 Understanding Grok's Inference Technology10:11 Meta's Latest Acquisition12:10 The Rise of Manus AI15:53 Google Takes the Lead with Gemini21:46 Google's Strategic Energy Acquisition22:05 Andre Carpathy's LLM Year in Review23:57 Wrapping Up the Year------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Welcome to the first annual Limitless AI Awards show where we're ranking the biggest Winners and Losers in AI. You’re either getting the crown… or the dunce cap. 🏆🧢2025 was pure AI chaos: surprise rookies, biggest flops, unhinged drama, and one hidden “Model of the Year” pick that might start a war in the group chat.We go category-by-category: Rookie of the Year, Biggest Flop, Moat Builder, Model Most Likely to Make You Rich, Model of the Year, Biggest Loser, and AI Company of the Year, and we didn’t pre-align on answers… so the reveals are real. Drop your winners/losers in the comments and tell us what we got wrong (we can take it).------🌌 Limitless HQ: Listen, Read & Follow ⬇️https://limitless.bankless.com/https://limitlessft.substack.comhttps://x.com/LimitlessFT------Chapters00:00 Introducing The Awards Show04:34 Biggest Flop07:41 Best Comeback Story10:04 Most Likely To Make You Rich12:32 Best AI Stock Of The Year14:49 Moat Builder Of The Year17:31 Biggest Waste Of Money20:20 Most Unhinged Drama23:54 Monopoly Man Award26:10 Model Of The Year29:31 Product Of The Year32:20 Biggest Loser Of The Year36:01 AI Model Of The Year------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Gaussian splatting is a groundbreaking technology that overlays past images onto current scenes for immersive 3D experiences. We discuss its potential to transform Hollywood productions, reduce costs, and enhance gaming. Splatting could actually redefine our interactions with technology and memories. Straight out of Black Mirror.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 Introduction to Splat Technology6:59 Live Demo of Splatting11:11 Usa Cases19:40 Splat as a Bridge Between Realities22:16 Merging Digital and Physical Worlds25:38 The Future of Wearable Technology------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Believe it or not, Amazon has some hidden strengths in AI, especially with the groundbreaking Trainium 3 chip and significant data center expansions. We discuss advancements in robotics and challenges with TSMC's manufacturing. With promising partnerships and interesting market outlooks, we'll definitely be keeping an eye on Amazon moving into 2026.------🗞️ LIMITLESS NEWSLETTER 🗞️https://limitlessft.substack.com/p/2026s-most-asymmetric-bet🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:50 Amazon's AI Chips Revolution3:35 The Asymmetric Bet of 20264:08 Tranium 3: A Game Changer6:28 Comparing AI Chip Technologies11:02 AWS: The Profit Engine13:15 Amazon's Massive Data Center Plans13:50 The AI Factory Concept16:20 Amazon's Robot Revolution19:08 Automation and the Future Workforce23:22 Amazon's AI Strategy Unveiled25:43 The TSMC Challenge30:30 The Hidden Upside of Amazon------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

ASML has a clear lithography market dominance, but it faces potential competition from a Chinese prototype. We introduce challenger Substrate, highlight Elon Musk’s lunar mass driver concept, and critique Waymo's fundraising amid competitive pressures.We also analyze Amazon's $10 billion investment in OpenAI and the challenges of sustaining AI operations, along with Google’s Gemini 3 release and OpenAI’s image generation model.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 The Invisible Monopoly2:17 China's Breakthrough4:48 Competing Technologies5:24 Dependency on ASML9:44 Lunar Mass Driver10:52 Energy and AI11:45 Waymo Fundraising14:19 Amazon and OpenAI15:14 Circular Economy16:47 Gemini 3 Flash23:08 Advances in Organ Preservation26:40 Recap of the Week------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Tesla began launching of fully autonomous driverless Robotaxis in Austin, marking a pivotal moment in self-driving technology. Competition between Tesla and Waymo heats up, but one thing is for sure: society is changing.Josh’s relays his personal experiences with Tesla FSD,  and we delve into the cost-efficient Cybercab's potential to transform urban living and vehicle ownership, alongside Tesla's safety statistics and future AI integrations.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 Intro2:24 The Rise of Unsupervised Driving5:17 Introducing the RoboTaxi7:09 Tesla vs. Waymo11:06 Form Factor14:02 The Data Advantage15:58 The Neural Network19:04 Future of Transport22:13 The Economics of Cyber Cabs22:57 Safety in Self-Driving25:22 Transforming Urban Landscapes29:06 Idle Compute Power29:48 The Future of AI in Cars------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Despite the launch of ChatGPT 5.2, there is turmoil at OpenAI, coming amid $20 billion losses and fierce competition from Claude and Google's Gemini. CEO Sam Altman’s "code red" signals urgency, especially with a $1 billion AI content deal with Disney. We discuss user experience concerns, noting only 5% of users are paying subscribers, and the potential impact of ads on retention. Do you still use ChatGPT?------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 OpenAI's Survival Struggles1:34 GPT 5.25:50 Financial Challenges8:38 Billion Dollar Disney9:50 Subscription Models13:56 The Future of OpenAI------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

SpaceX's upcoming $1.5 trillion IPO is undervalued. Why? Four words. Data centers in space. We analyze Elon Musk's vision for using Starlink satellites to enhance AI capabilities, the U.S.-China GPU rivalry, and Google's new Project Aura eyewear. We also highlight Noose Research's impressive AI model breakthrough. Tune in for insights on these groundbreaking developments shaping the future of technology!------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 SpaceX's $1.5 Trillion IPO1:02 Starlink's AI Data Centers3:32 SpaceX's Unique Position7:14 The Monopoly of SpaceX8:08 The Risk and Reward8:41 Science Fiction Becomes Reality13:36 Communication in Space16:43 AI Data Center in Space17:20 Proof of Concept19:36 GPU Wars: USA vs China25:18 Google's New Glasses29:18 Open Source Breakthrough31:08 Conclusion: Future of AI------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Anthropic's revolutionary coding AI, Claude, is transforming coding output and user interactions. With explosive revenue growth, projected to reach $10 billion this year, they have some serious competitive positioning against tech giants. They've got a $52 billion partnership with Google, and coders love Claude. Especially with features like as its ‘planning mode.’ We also touch on Anthropic's anticipated IPO and what it means for the future of AI.------🌌 LIMITLESS HQ: NEWSLETTER ⬇️https://limitlessft.substack.com/------TIMESTAMPS0:00 Intro1:48 The Rebel House of AI3:11 Coding5:03 Claude's Release10:50 Ephemeral UI11:46 Personal AGI14:38 The Future of UI and Coding17:46 Funding and Partnerships23:08 The Road to IPO25:47 Potential Risks Ahead29:02 The Impact of Anthropic------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

The groundbreaking Alpha Arena experiment involved eight AI trading models against each other. Grok 4.2 emerges as the standout winner, achieving 60% profit in just two weeks despite the volatility that affected many competitors.What does this experiment mean for you? With strategies and behavioral patterns, we need to question the balance between AI trading success and necessary human oversight.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 Intro1:39 Season 1 Results2:39 Transition to Season 1.54:22 Mystery Model Revealed5:55 Competition Breakdown8:09 Insights from Competition9:56 Model Trading Styles12:16 AI Personalities in Trading14:11 Comparing Model Performances16:36 Limitations and Future Potential19:53 Trusting AI with Investments24:20 Future of AI Trading Tutorials------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

OpenAI Issues a Code Red, and Anthropic prepares for an outrageous IPO.Meanwhile, Amazon has stepped up their AI game, and also pose to eat the lunch of... USPS? Cheack out this crazy alien asteroid with us, and also: Thank you for tuning in this year! 2026 will be our biggest year ever. And by that, we mean first full year ever.-----🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 OpenAI Code Red8:00 Anthropic14:30 Amazon20:30 RAM Shortage23:30 Apple Personnel Chaos27:00 Extraterrestrial Asteroid30:00 Spotify Wrapped------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

It's a radical concept. Launching GPU-powered data centers into space highlights energy as the key resource for AI.Using insighs across basically every tech CEO, we explore the energy crisis facing AI labs and the potential of solar power in space.StarCloud, NVIDIA, SpaceX, Google’s Project Suncatcher, Microsoft. Every big name, and they're all talking crazy... but what if they're not?------⬇️LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️🎧 PODCAST: https://limitless.bankless.com/🗞️ NEWSLETTER: https://limitlessft.substack.com/📣 TWITTER: https://x.com/LimitlessFT------TIMESTAMPS0:00 Energy1:30 AI Data Centers in Outer Space7:02 StarCloud: The First Prototype12:12 SpaceX's Vision for Energy16:12 The Future of Quantum Computing18:53 Google's Project Suncatcher24:31 Pros and Cons31:29 Go Limitless------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

NVIDIA faces mounting competition from Google’s cost-effective Tensor Processing Units (TPUs), as their stock $NVDA's 13% decline, while exploring Google’s strategic advancements and partnerships, particularly with Meta. The episode highlights how TPUs could disrupt NVIDIA’s dominance and the implications for both companies' futures in AI. We also consider key investment opportunities and the potential for both firms to thrive in an evolving market.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 NVIDIA's Trillion-Dollar Monopoly0:50 The Rise of Google's TPUs6:08 Google's AI Evolution6:45 Competitive Landscape: Google vs NVIDIA7:47 Meta's Investment Choices11:26 Future of AI Compute14:11 Google's Strategic Partnerships14:35 NVIDIA's Response to Competition17:33 The Future of AI Technology19:26 Insights from Elon Musk24:19 Conclusion and Future Outlook------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

LIMITLESS HALL OF FAME:Isaiah Taylor, co-founder of Valar Atomics, emphasizes the pivotal role of energy as the foundational currency of civilization. He argues that overcoming energy constraints can unlock limitless creativity and innovation. Isaiah shares his journey from high school dropout to nuclear innovator, advocating for nuclear fission and modular reactors as key solutions for sustainable energy. He envisions a future with abundant energy impacting daily life, enabling entrepreneurs, and facilitating space exploration. Isaiah underscores the need for innovative thinkers to bring nuclear energy into the mainstream, inspiring optimism for a transformative future.Since this episode originally aired, Valar has become the first private company to successfully achieve criticality AKA split the atom. We live in an insane, limitless world.------💫 LIMITLESS | SUBSCRIBE & FOLLOWhttps://youtu.be/P17_c0tgRvghttps://x.com/LimitlessFT------TIMESTAMPS00:00 Start05:20 The Fundamental Role of Energy07:45 Envisioning a World with Abundant Energy16:02 Isaiah's Journey into Nuclear Energy24:10 Why Nuclear Fission is the Future29:14 The Vision of Valor Atomics36:46 Transforming Everyday Life Through Energy44:17 Space Exploration and Energy Relations51:30 Bringing Nuclear Energy to the Mainstream01:03:15 Final Thoughts and Call to Action------RESOURCESIsaiah: https://x.com/isaiah_p_taylorValar Atomics: https://www.valaratomics.com/David: https://x.com/trustlessstateJosh: https://x.com/JoshKale------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠