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Limitless Podcast

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In this episode, Dan Ives from Wedbush discusses the early stages of the AI revolution, introducing his AI Revolution ETF and forecasting a $2-4 trillion surge in tech capital expenditures. We explore key players like NVIDIA, the importance of semiconductors, and the potential for small-cap investments to thrive. Ives also highlights the intersection of AI and cryptocurrencies, offering bold predictions on future opportunities.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 The AI Revolution Begins0:51 Are We Too Late for AI?4:23 The Fourth Industrial Revolution6:53 Mapping the Capex Super Cycle9:11 Risks on the Horizon10:34 Understanding AI Spending12:09 The AI Stack Explained13:38 Building the AI House16:02 Identifying Software Opportunities19:10 Power Law Winners in AI20:24 America vs. China in AI23:08 The Software Layer's Golden Goose25:58 Separating Substance from Noise26:30 The Private Market Dilemma43:19 The Convergence of AI and Crypto45:10 How Rich Can We Get?------RESOURCESDan: https://x.com/DivesTechRyan: https://x.com/RyanSAdamsJosh: https://x.com/Josh_Kale------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
SpaceX’s 10th Starship test wasn’t just about Mars—it spotlighted the overlooked story: Starlink. We break down the “idiot index” (materials vs. launch cost), the Mechazilla catch system and heat-shield progress, and why Starship-deployed Starlink V3 could add ~60 Tbps per launch—about 2.4M simultaneous 4K streams—with ~20–30 ms latency and direct-to-cell coverage. We cover what Flight 10 proved (the first successful “PEZ dispenser” deployment test) and what’s next: catching the upper stage and rapid turnaround. Finally, we zoom out to the second-order effects—from globe-spanning, minutes-long point-to-point travel to truly ubiquitous connectivity.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 SpaceX Launch and Its Significance1:49 The Idiot Index Explained2:49 Starship's Reusability Goals4:07 The Need for a Massive Rocket7:01 Introduction to Starlink7:54 Starlink's Current Capacity11:52 Competition in Satellite Internet13:19 Flight 10's Major Achievements15:30 Understanding Flight 10's Success19:36 Future of Space Travel20:38 The Broader Implications of SpaceX25:26 Closing Thoughts on SpaceX and Humanity------RESOURCESJosh: https://x.com/Josh_KaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
Today we break down why Google just took the lead in AI after dropping “Nano Banana” (Gemini 2.5 Flash Image): instant, ultra-cheap, character-consistent image generation and surgical editing that now tops LM Arena, with real examples and cost math.We show how Google’s stack—Gemini 2.5, Veo 3, Genie 3, AI Studio, and Notebook LM—feeds a single model loop that makes everything faster and better, and what that means for creators and workflows.Then we hit Meta’s week: the Midjourney aesthetics deal, the rise of AI companions across Instagram, the rumored “Hypernova” glasses with wristband control, and the talent drama around huge hires leaving.Finally, we preview what’s next (Gemini 3 and “Tech-tember” hardware season) and why the coming weeks could redraw the AI leaderboard.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS00:00 Start05:31 Cheaper, Faster, Better, Stronger12:10 Meta Madness16:32 Apple and Google Partner?20:13 Meta Companions25:47 New Meta Hardware!28:23 Can This Possibly Work?31:38 AI's Hardware Form Factor33:14 The $150M Rug Pull------RESOURCESJosh: https://x.com/Josh_KaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
In this episode, we speak with Logan Kilpatrick from Google DeepMind about the innovative Gemini AI model and its advanced image generation and editing capabilities. Logan discusses Gemini's processing power, efficiencies from Google’s TPUs, and how its AI Studio enhances creative productivity. We also explore future applications in robotics and scientific advancements, along with AI's impact on search technology.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 The Rise of AI in Image Generation0:50 Announcing the New Model1:14 Image Generation and Editing4:44 Use Cases5:42 Behind the Scenes6:59 The Future of Video Production8:23 AI Accessibility10:16 Google AI Studio and API11:13 Live Demo15:31 Multimodal AI Models16:36 AI Advancements in Science17:35 A Revolutionary Tool19:51 The Intersection of AI and Search28:32 Expertise in AI37:19 Simulations and Robotics41:41 Scaling AI Infrastructure44:25 Understanding Token Consumption50:58 AI Applications in Drug Design54:57 Accelerating Scientific Progress1:03:33 Google's Journey in AI Development------RESOURCESLogan: https://x.com/OfficialLoganKGemini Models: https://deepmind.google/models/gemini/Josh: https://x.com/Josh_KaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
In this episode, we explore Google's thrilling product launch featuring groundbreaking devices and AI advancements. We discuss how the new "Practical Personalized AI" capabilities transform smartphones into proactive assistants and highlight innovations like the Tensor G5 chip and revolutionary photo editing tools. The episode also covers real-time translation technology and its ethical implications, along with a comparison of Google’s momentum against Apple. Join us for insights on how these developments are reshaping the smartphone landscape!------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 Google Unveils New Devices0:54 Impressions on Google's Presentation0:56 Google vs. Apple: The New Era6:32 AI Features: Transforming Photography9:47 Camera Assist: A Game Changer10:58 The Importance of Camera Technology13:05 Real-Time AI: Enhancing Communication16:24 Future of AI and Hardware22:10 Health and Fitness AI Integration26:44 Privacy and Performance in AI30:54 Presentation Styles: Google vs. Apple31:48 Conclusion: The Future of Google AI------RESOURCESJosh: https://x.com/Josh_KaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
In this episode, we speak with Aaron Tan, founder of Syncere. His latest creation is Lume, an innovative home robot designed as bedside lamps that fold laundry. Aaron discusses its sleek design, pricing options, and future capabilities beyond laundry, while addressing safety and societal readiness for home robotics. Tune in to explore the exciting potential of Lume, the Syncere Journey, and the future of home technology.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 Introduction to Lume1:49 Functionality of the Robotic Lamp4:09 Pricing Models7:02 Design Philosophy11:54 Future Developments and Applications17:22 Human-Robot Interaction and Trust22:12 The Role of Robots in Homes25:02 Expanding Capabilities27:46 Manufacturing and Design Confidence31:46 Closing Thoughts------RESOURCESAaron Tan: https://x.com/aaronistanSyncere AI: https://x.com/syncereAIJosh: https://x.com/Josh_KaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
China just staged the first-ever “Robot Olympics” — the World Humanoid Robot Games — and we watched 12 hours so you don’t have to. Robots sprinted, boxed, played soccer, and even folded laundry as 280 teams from 16 countries sent 500+ bots to Beijing. We unpack the viral falls and real wins, from Unitree’s 1500m (6:34) to the 100m controversy where an autonomous Tiangong beat a faster tele-operated run via a rule multiplier. More importantly, we break down autonomy vs. teleop, why dexterity and chores matter more than sprints, and how public competitions are becoming the benchmark—and data engine—for embodied AI. Stick around for spicy takes, future timelines, and the robot form factors that’ll actually matter at home and at work.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS00:00 Start02:30 What On Earth Is Going On?04:17 Epic Fails06:12 Setting Speed Records10:20 How Autonomous Were They Really?14:53 Why Software Matters18:49 Folding Your Laundry23:13 Are Humanoids Final Form?27:24 Ice For That Burn?------RESOURCESJosh: https://x.com/Josh_KaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
Perplexity CEO Aravind Srinivas joins the show to explore how AI agents, personalization, and new browsing models could transform the internet experience. From replacing mundane workflows with proactive assistance to envisioning a fully AI-native operating system, Aravind shares his long-term vision, the thinking behind Perplexity’s new Comet browser, and why curiosity will remain humanity’s most valuable skill in the AI era.We also dive into competing with Big Tech, protecting users from AI-generated “slop,” and the architectural choices that make AI-assisted browsing faster, more reliable, and more personal.------💫 LIMITLESS | SUBSCRIBE & FOLLOWhttps://pod.link/1813210890https://x.com/LimitlessFT------TIMESTAMPS0:00 Intro5:10 Curiosity as the Key Human Advantage10:38 From Keywords to Questions16:47 Personalization and Agency in Browsing22:25 Keeping Humans in the Loop27:42 Why People Love Perplexity33:47 Comet - The AI Browser42:36 The Browser vs. Agent Debate52:27 Competing with Big Tech56:38 The OS Endgame1:04:00 Closing Thoughts------RESOURCESAravind Srinivashttps://x.com/AravSrinivas Perplexityhttps://www.perplexity.ai/ ------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
Meta’s latest AI breakthrough can predict how your brain reacts to movies — and even pinpoint your thoughts and fears — by analyzing video, audio, and text. In this episode, we break down how Meta’s “TRIBE” model won a global brain modeling competition, what it means for personalized content, and the bigger implications for brain-computer interfaces, AI healthcare, and the future of human-computer interaction.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 Intro03:22 How Does It Work?07:28 How Can This Go Wrong12:12 The Mind Reading Wrist Device20:37 Who Really Wins Here------RESOURCESJosh: https://x.com/Josh_KaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
OpenAI’s release of GPT-5 was supposed to be a huge leap forward — but instead, it sparked a wave of outrage. Millions woke up to find their favorite models, including GPT-4.0, suddenly gone. For some, this wasn’t just losing a tool — it felt like losing a friend, a therapist, even a romantic partner.In this episode, we dive into the bizarre world of AI companionship, from Reddit communities like My Boyfriend is AI to real-life engagement announcements with ChatGPT personas. We explore the psychology behind these connections, the phenomenon of “GPT psychosis,” and why people form such deep emotional bonds with models that simply agree with them.We also cover the global spread of AI romance, the parallels to the film Her, and the growing concerns about how overly agreeable AI, loneliness, and human nature are colliding. Plus, why OpenAI ultimately caved and brought GPT-4.0 back for paying users.Is this just harmless escapism, or a sign of something darker in our future with AI?------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 The End Of Legacy ChatGPT6:04 r/MyBoyfriendIsAI10:33 Girlfriends vs Boyfriends16:18 GPT Psychosis------RESOURCESJosh: https://x.com/Josh_KaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
What if the key to a cleaner, richer, more abundant future was hiding in plain sight? Isabelle Boemeke, model turned nuclear energy advocate, joins the show to explain why this misunderstood technology might be humanity’s best shot at solving climate change, powering AI, and unlocking radical abundance.We delve into nuclear’s turbulent history, from its wartime origins to decades of negative public perception, and examine how public opinion is finally shifting. Isabelle reveals her unconventional “Trojan horse” approach to winning hearts and minds online, the real differences between large and small reactors, and why pairing nuclear with renewables could create the ultimate energy mix.If you’ve ever wondered whether we can build a future with cheap, clean, and limitless power, this conversation will change how you see what’s possible.------💫 LIMITLESS | SUBSCRIBE & FOLLOWhttps://pod.link/1813210890https://x.com/LimitlessFT------TIMESTAMPS0:00 Isabelle’s Mission6:41 How Nuclear Works9:22 Trojan Horse Advocacy14:09 Why Nuclear Stalled17:08 Lessons From China20:27 Big vs Small Reactors35:52 Rad Future Vision39:01 Nuclear + Solar45:37 Energy Abundance50:36 Beyond Electricity55:31 Future We Can’t Imagine------RESOURCESIsabelle Boemekehttps://x.com/isabelleboemeke Isabelle Boemeke’s “Rad Future”https://www.amazon.com/Rad-Future-Untold-Nuclear-Electricity/dp/0593716329 ------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
36-Minute AI Super-Recap:This lightning-speed episode breaks down the craziest week in AI history. We start with the mixed reactions to the GPT-5 launch, then dive into Google’s Genie-3 world-builder that turns a single prompt into a playable game environment. Next, we demo ElevenLabs Music, cranking out studio-quality tracks in seconds, and spotlight Chai-2, the antibody-design model slashing cancer research timelines. We wrap with Meta’s $29 B bet on a new AI data center and Midjourney’s cinematic HD video mode—proving the innovation firehose shows no sign of slowing. Watch to get everything you need to know in just 36 minutes.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS00:00 GPT-5 Day After03:17 Genie 3 Is INCREDIBLE06:53 Demo's13:03 AI Music Is Now... GREAT?19:39 How We'll Cure Cancer24:38 Zucc Goes Into Debt29:34 Amazing Video Generation------RESOURCESJosh: https://x.com/Josh_KaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
OpenAI just unveiled GPT-5—the first numbered upgrade in 2½ years—and we watched the livestream so you don’t have to. We break down the three-tier model lineup (GPT-5, Mini, Nano), the new one-model-fits-all interface, and fresh features like customizable “personalities,” advanced voice, interactive canvas UIs, plus direct Gmail + Google Calendar integration that promises true agent-style productivity. Live demos wowed us with instant code-generated apps and visuals, yet inconsistent charts, a weird eulogy bit, and early hallucinations left the reveal feeling more underwhelming than earth-shattering. Tune in for our unfiltered takes on why GPT-5 is powerful, but maybe not the “AI Super Bowl” fans expected.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS00:00 What's New In GPT-503:18 Demo's07:26 Chart Fraud?10:17 Hot Or Not?15:00 Mid Benchmarks?21:55 The BEST New Feature------RESOURCESGPT-5: https://openai.com/gpt-5/Josh: https://x.com/Josh_KaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
In this episode, we discuss OpenAI's shift to open-source with the release of a 120 billion and a 20 billion parameter model for local use. Ejaaz and Josh highlight the democratization of AI access, enhanced privacy, and customization opportunities. We analyze the competitive landscape against major Chinese models and hint at the anticipated GPT-5 release. Tune in for insights into this transformative moment in AI!------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 OpenAI's Surprising Release1:30 The Power of Open Source Models3:28 Local Computing Revolution5:33 Privacy and Personalization6:54 The Impact on Industries9:32 Testing the New Models17:43 Competing with Chinese Models24:06 The Future of AI Technology26:29 Anticipating GPT-5------RESOURCESJosh: https://x.com/Josh_KaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
In this episode, we dive into Elon Musk's xAI, discussing the launch of virtual companions and the innovative text-to-video tool, Imagine. We explore how these AI characters, like the flirty Ani and sarcastic Rudi, redefine user interactions by fostering deeper connections and engagement. The conversation highlights Imagine's fast content generation capabilities, merging creativity with emotional resonance. Join us for insights into XAI's bold approach and its potential to reshape the future of AI!------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 AI Companions Unleashed3:37 Unique Personalities of AI5:59 Meet Valentine8:15 The Controversial Nature of Companions13:30 New Product: Imagine15:37 Speedy Image and Video Generation22:11 The Future of AI Interaction24:35 Conclusion and Call to Action------RESOURCESJosh: https://x.com/Josh_KaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
In this episode, we chat with Alex Atallah, founder of OpenRouter AI, a platform that aggregates over 400 LLMs. He shares his transition from co-founding OpenSea to leading innovations in AI, addressing fragmentation in the AI model landscape. We discuss community engagement, model analytics, and the challenges of open-source vs. closed-source frameworks. Join us for insights on the future of AI and how user control can shape technological advancements at Open Router!------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 Intro2:06 Journey from OpenSea to OpenRouter5:52 Exploring Frontiers of Technology7:16 Patterns in New Opportunities10:06 The Role of Enthusiast Communities13:13 Early Innovations in AI15:18 Insights on Model Development19:17 Understanding OpenRouter’s Functionality24:13 Choosing the Right Model27:04 Benchmarking and Performance Metrics29:27 The Importance of Token Metrics34:24 Collaborations with Major AI Players35:20 Open Source vs. Closed Source Models39:19 Future Trends in Model Adoption43:06 The Role of Innovation in AI46:23 Comparing Global AI Talent50:29 Data Utilization Strategies57:18 Future of AI Agents1:01:20 OpenRouter's Vision for the Future1:04:04 Trends in AI and NFTs------RESOURCESAlex Atallah: https://x.com/xanderatallahOpenRouter: https://openrouter.ai/Josh: https://x.com/Josh_KaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
In this episode: AI Scaling Wars, we dive into the fierce competition among AI giants like XAI, OpenAI, Anthropic, and Google to build massive data centers for achieving superintelligence, with XAI leading the pack by constructing their Colossus 2 supercluster, boasting over 550,000 GPUs in record time.Elon Musk's team at XAI has revolutionized the process, slashing a typical four-year build to just 19 days for Colossus 1, leveraging innovative hacks like integrating Tesla Megapacks for stable power, all while aiming for 50 million H100-equivalent GPUs that could consume 2% of global electricity.We contrast this with OpenAI's ambitious Stargate project, facing funding drama amid a $500 billion investment plan, and discuss how these efforts prioritize training over inference to accelerate AI progress. Ultimately, this arms race promises breakthroughs in science and job creation in America, but raises questions about energy demands, national security, and who will claim the prize of godlike AI.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS00:00 Intro To Scaling Wars05:42 This Scale is Insane10:17 New Chip Architecture15:00 Competing Strategies20:13 What's Everyone Else Doing?26:44 Bringing Chips To The USA------RESOURCESJosh: https://x.com/Josh_KaleEjaaz:https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
In this episode, we explore the rise of AI browsers and their potential to transform web navigation. Reflecting on the static nature of traditional browsers, we question if AI represents a genuine evolution or just a cosmetic upgrade. We share our experiences with Perplexity's Comet and Microsoft’s Edge and debate the future of intuitive AI interfaces. Don't miss our upcoming interview with Perplexity's CEO as we consider whether AI browsers are revolutionary or simply a nostalgic echo!------💫 LIMITLESS | SUBSCRIBE & FOLLOWhttps://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 Intro1:23 The Evolution of Browsers2:34 The Rise of AI Browsers3:27 Players in the AI Browser Market5:31 Personal Experiences with AI Browsers11:09 Examples and Use Cases14:50 The Future of AI Browsers17:45 Envisioning the Next Generation of Browsers26:51 Next Up on Limitless------RESOURCESJosh: https://x.com/Josh_KaleEjaaz:https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
Is the future of humanity dependent on the groundbreaking potential of brain-machine interfaces?Explore Neuralink’s Telepathy and its success in restoring mobility for paralyzed patients with us. What about the ethical implications of granting access to our thoughts, Elon Musk's vision for enhancing human cognition in an AI-dominated future, and the possibilities of telepathic communication and augmented senses?As we outline Neuralink’s ambitious roadmap toward 2030, we invite you to reflect on the merging of technology and humanity.------💫 LIMITLESS | SUBSCRIBE & FOLLOWhttps://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 Intro to Neuralink1:00 Real Medical Technology1:40 Human Liberation2:35 Civilizational Survival4:50 Singularity and Transhumanism6:40 Timelines8:00 A Connected Future------RESOURCESJosh: https://x.com/Josh_Kale------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
In this episode, we celebrate OpenAI and Google's historic gold medal wins at the International Math Olympiad, showcasing significant advancements in problem-solving abilities.We discuss the technological breakthroughs enabling these achievements and the implications for education as AI challenges traditional notions of intelligence.However, the competition was not without its share of AI drama, as the giants continue to compete at all costs in the AI game of thrones.------💫 LIMITLESS | SUBSCRIBE & FOLLOWhttps://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 Intro1:35 AI vs. Math Olympiad4:11 OpenAI's Breakthrough6:54 The Gold Medal Debate8:39 The Controversy Unfolds12:51 The Google OpenAI Drama13:42 OpenAI's Desperate Moves15:20 The Models' Progress17:38 A New Era of Intelligence21:05 The Impact on Education25:13 Redefining Intelligence25:37 Conclusion and Farewell------RESOURCESJosh: https://x.com/Josh_KaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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