Markets look shaky, but NVIDIA just blew the doors off with record earnings, crushing the “AI bubble” narrative and signaling there’s still massive demand for GPUs and AI infrastructure. In this episode, we break down NVIDIA’s numbers, the new Anthropic–Microsoft–NVIDIA alliance, and why Google’s Gemini 3 + Nano Banana Pro might have Jensen looking over his shoulder. We also cover Google’s new AI-powered weather model, Meta’s insane 3D world-building tech, and the controversial rise of AI tools that let you “talk” to deceased loved ones—and what all of this means for the future of AI.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS00:00 NVDA Earnings Blowout08:03 The Real Threat13:25 Nano Banana Pro18:29 Best Weather App Ever21:41 Meta's Blowing Minds25:32 Chatting With Ghosts------RESOURCESJosh: https://x.com/JoshjKaleEjaaz: 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------Google launched Gemini 3.0, a groundbreaking AI model with advanced multimodal capabilities for interpreting diverse inputs. We highlight its impressive benchmark performance, including a 37.5% on Humanity’s Last Exam, and discuss Google’s proprietary TPU infrastructure and the new tool, Google Anti-Gravity. ------TIMESTAMPS0:00 Gemini 3.05:34 Game-Changing Features9:04 Benchmarking Breakthroughs13:21 Cost and Quality Trade-offs17:46 Google’s Strategic Advantage24:51 Predictions for the Future------RESOURCESJosh: https://x.com/JoshjKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
23-year-old Leopold Aschenbrenner transformed $1 billion into $4 billion in less than a year, driven by his predictive essay on AI trends. We highlight his unique investment strategy, including a key bet on Intel and stakes in AI compute firms like CoreWeave. Join us for insights on whether his success is due to luck or strategic insight, offering valuable lessons for aspiring investors!------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 Leopold Aschenbrenner2:43 From Researcher to Fund Manager3:19 The Billion-Dollar Fundraising5:12 The Intel Trade6:08 Portfolio6:37 Investing in NeoClouds8:59 Core Scientific: A Risky Bet12:55 CoreWeave and Strategic Moves14:21 Analysis20:45 The Risk of Timing24:11 Conclusion------RESOURCESJosh: https://x.com/JoshjKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
In this episode, we explore Michael Burry's massive short position on NVIDIA, questioning if it foreshadows a market correction or reflects AI's dependency on GPUs. We assess Burry's claims of inflated tech valuations against data showing ongoing reliance on older GPUs by Frontier AI labs. We also touch on Microsoft's moves with OpenAI, the implications of the GPT-5.1 launch, and innovations from Google’s DeepMind.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 The Big AI Short2:39 The Thesis7:02 Hardware Demand9:27 GPU Economics11:42 The Crash and Burn13:20 Energy Constraints17:01 Microsoft Owns it All18:14 ChatGPT 5.123:21 Google 3D Rendering29:00 Final Thoughts------RESOURCESJosh: https://x.com/JoshjKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
Elon Musk just got a path to become the world’s first trillionaire, and Tesla shareholders might ride that upside with him. 🚀 This episode breaks down Tesla’s wild new compensation plan, from 20M cars a year and 1M humanoid robots to a global robo-taxi network and an $8.5T valuation. We dive into Cyber Cabs, Optimus, Tesla’s in-house AI chips rivaling NVIDIA, and why Tesla might secretly be the most important AI company in the world. And we tackle the big question head-on: should Elon become a trillionaire, and do you want to be holding Tesla shares if he does?------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS00:00 Minting The World's First Trillionaire04:55 How To Make $1M09:11 How Will They Do It11:16 Cybercab Launch Revealed13:27 Optimus For $20K?16:22 The NVDA Sized Opportunity21:04 The xAI Deal Fell Through24:17 Should Trillionaires Exist?------RESOURCESJosh: https://x.com/JoshjKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
In this episode, we discuss the launch of Kimi K2 Thinking from Moonshot AI Labs, an open-source AI model targeting GPT-5 and Gemini for just $4.6 million. With its impressive benchmarks, there are major implications for the American AI industry amidst rising competition. Tune in for insights on Kimi K2’s innovative architecture and its potential to reshape the future of AI and its economy!------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFTSubstack:https://limitlessft.substack.com/------TIMESTAMPS0:00 Kimi K2: The New Frontier AI1:29 Impressive Specs and Performance4:54 Cost Comparison with GPT-56:59 Mixture of Experts Architecture8:47 U.S. vs. Chinese AI Models11:21 Open Source Advantages13:02 Licensing and Commercial Use18:37 User Experience and Ecosystems21:05 Efficiency vs. Precision22:53 The Consumer Advantage24:03 Future of Open vs. Closed Source25:32 Closing Thoughts and Call to Action------RESOURCESJosh: https://x.com/joshjkaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
This week in AI, we examine the economic implications of OpenAI CFO Sarah Fryer’s "backstop" proposal. We discuss Apple’s $1 billion AI partnership with Google, Google’s new Ironwood TPUs, and a novel AI personal device ring. We also cover Anthropic’s rise as an OpenAI competitor, Meta’s financial struggles, and Google’s plans for space using solar-powered AI data centers.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFTSubstack:https://limitlessft.substack.com/------TIMESTAMPS0:00 OpenAI's Government Backstop3:53 Government Bailouts7:31 The AI Bubble11:07 Apple and Google's AI Collaboration13:11 Google's New TPU Ironwood15:41 The Sandbar Ring18:52 Anthropic Shows Life22:27 Meta's Earnings27:25 Google Space Compute31:21 NASA On the Board------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, Google and Apple are undervalued. We discuss Google's aggressive AI investments and the potential to triple its market cap to $10 trillion, alongside Apple's cautious yet strategic approach leveraging local inference capabilities.We explore the historical contexts, evolving relationships, and the investment potential that could defy market expectations. Be sure to subscribe and share!------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFTSubstack:https://limitlessft.substack.com/------TIMESTAMPS0:00 Google and Apple: A Tale of Two Giants0:51 The Bull Case for Google15:45 The Disconnect with Apple24:16 Apple’s Strategic AI Partnerships27:42 Conclusion: Value Amidst Market Sentiment------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
We finally know what Ilya Sutskever saw, and why OpenAI’s chief scientist moved to oust Sam Altman. We unpack the newly released 52-page deposition: a year of plotting with Mira Murati, the board’s shock decision, and the near-walkout of 700 employees. Then we break down Sam’s $1.4T compute spree, that fiery BG2 exchange, and the only paths that might pay for it (ads? devices? an “AI cloud”?). If you care where AGI, OpenAI’s rumored IPO, and your data are headed, hit play.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFTSubstack:https://limitlessft.substack.com/------TIMESTAMPS00:00 What Did Ilya See04:04 The Deposition08:01 Well That Was Unexpected...13:37 The Viral Clip19:13 Can $1T Actually Make Sense?24:56 The OpenAI Ad Strategy31:20 Are You Buying The IPO?------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------NVIDIA's hits a historic $5 trillion all time high, and OpenAI is restructuring Artificial General Intelligence (AGI) within a decade. We explore the implications of OpenAI's transition to a public benefit corporation and its partnership with Microsoft. Also featured is the OneX Neo humanoid robot for home use, Grokipedia, an AI-driven encyclopedia by Elon Musk's Grok, and the innovative X402 web standard for microtransactions. We conclude with insights on tech stock trends and express our gratitude to listeners.------TIMESTAMPS0:00 Intro0:47 OpenAI's New Vision4:53 Microsoft's Strategic Moves8:53 Navigating AI Investments10:17 Introducing Humanoid Robotics18:13 Grokipedia Launches25:37 x40230:45 Space Data Centers37:46 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
Tesla is one of a kind in autonomy, focusing on its benchmark autopilot and innovative neural networks that emulate human decision-making.Tesla processes vast real-world and synthetic data to enhance adaptability in driving. They discuss the upcoming AI5 chip, set to transform Tesla's computing capabilities, and speculate on the economic implications of a future with humanoid robots and autonomous vehicles. ------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 Intro0:53 Behind the Scenes of Tesla2:46 The Secrets of Neural Networks6:51 The Curse of Dimensionality7:57 Data Curation and Edge Cases13:13 World Modeling and Simulation16:15 The Future of Humanoid Robots18:04 The Financial Landscape of Tesla21:48 The AI5 Chip Revolution25:38 Closing Thoughts on Autonomy------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
In this episode of Limitless, we discuss algorithmic trading, showcasing AI models that doubled $10,000 investments in just two weeks. Highlighting six models with varying performances, DeepSeek and Quen achieved over 100% returns, while others like ChatGPT struggled. We discuss AI trading behaviors, ethical considerations, and the impact of blockchain transparency through platforms like Hyperliquid. As the experiment wraps up, listeners can look forward to more insights on the evolving integration of AI in finance.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 AI Models Can Make You Rich1:01 Winners and Losers in Trading1:57 Analyzing DeepSeek's Success4:33 Insights from AI Trading Logs8:49 Trading Models: Skill or Luck?10:54 The Value of Public Data17:20 How to Trade Like an AI21:53 The Risks of Algo Trading22:29 The Future of AI in Trading------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
Amazon AI glasses, robots replacing 600,000 jobs, OpenAI Atlas, Anthropic Claude desktop app—here’s your rapid-fire Limitless AI Roundup. We debate whether Bezos’s glasses supercharge drivers or quietly train delivery robots, and why we both uninstalled Atlas (security, censorship, and UX deal-breakers). Inside the $10K-per-model trading battle, Quinn and DeepSeek surge while Grok and GPT stumble—and we call who’s likely to win next. Plus: Karpathy’s “AGI is ~10 years out” reality check, NVIDIA’s puzzling “GPUs in space,” XAI’s Grokipedia and steerable feed, and DeepSeek’s OCR breakthrough that 10× compresses long docs—stick around for the Sora invite code details.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS00:00 Amazon's Big AI Moves08:02 AI Trading Winners and Losers12:19 OpenAI Atlas Browser18:38 Claude Browser20:25 GPU's In Space??24:01 Andrej And The Great Capex Bubble31:29 Grokipedia37:56 Deepseek OCR------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 has a new browser. Atlas combines Google Chrome’s interface with ChatGPT's intelligence, and we discuss key features like browser memory and Agent Mode, allowing personalized experiences and task automation. Stick around for our live demo of Atlas's capabilities while debating its practicality for users. The conversation highlights Atlas's potential role in reshaping digital interactions, so let us know what you think!------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 OpenAI's New Browser1:25 Innovative Features of Atlas2:47 Initial Reactions and Comparisons3:42 Understanding Agent Mode6:33 Voice Control and User Experience8:28 Optimistic Outlook on AI Browsing10:33 Live Demo of Atlas14:03 Unique Use Cases for the New Browser16:40 Exploring Search Capabilities17:50 The Future of OpenAI's Browser25:14 Conclusion and User Feedback------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 an exciting AI trading competition featuring six models, each tasked with maximizing returns using $10,000 on the Hyperliquid platform. Grok returned 500% in a day return and compare aggressive versus cautious trading strategies. They challenge traditional benchmarks with real-world performance insights and engage the audience in predicting the competition's outcome. This episode highlights the future potential of AI in finance and its accessibility for all.------🌳KGEN | REQUEST A DEMO https://bankless.cc/KGEN🌌 SORA CODES: DM US A SCREENSHOT ⬇️https://x.com/LimitlessFT------TIMESTAMPS0:14 AI Trading Experiment Unleashed1:24 The Rise of Grok3:47 Insights into Market Psychology6:48 Trading Platforms and Strategies11:33 Analyzing AI Trading Methods13:14 Risk and Leverage in Trading17:31 Observations on Model Performance22:24 Predictions for Future Performance25:36 Audience Engagement and Closing Remarks------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
This week: Anduril unveiled Eagle Eye, a real-life Call of Duty-style combat headset that gives soldiers x-ray vision, drone control, and 360-degree awareness, turning reality into a video game.OpenAI made waves by allowing adult content in ChatGPT while simultaneously announcing plans to design its own AI chips with Broadcom, signaling full vertical integration. Meanwhile, Google’s AI discovered a potential breakthrough in curing cancer by identifying a protein link that boosts immune detection of tumors. To top it off, Google’s new Veo 3.1 model now generates stunning 30-second AI videos, marking another giant leap in creative AI.------🌌 SORA CODES: DM US A SCREENSHOT ⬇️https://x.com/LimitlessFT------TIMESTAMPS00:00 Intro to EagleEye03:55 It Can See Through Walls?09:26 OpenAI Erotica16:51 An... Interesting Sora Cameo18:20 OpenAI's Chip Domination26:10 Google's Cancer Curing Update33:25 Veo3.1 Is Amazing36:19 Sora Code Giveaway!------FOLLOW USJosh: 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 explor Meta's stock performance amid competition from Google and OpenAI. We discuss challenges with products like the Vibes app and evaluate the behemoth's long-term potential.------🌌 SORA CODES: DM US A SCREENSHOT ⬇️https://x.com/LimitlessFT------TIMESTAMPS0:00 Meta's AI Spending Frenzy1:01 The Bull and Bear Case for Meta Stock4:00 Hiring Insights and Market Reactions4:38 Evaluating Meta's Spending Strategy9:28 The Dilemma of Meta's Product Launches10:50 Unpacking the Ray-Ban Meta Displays13:19 Meta's Hardware Challenges18:05 Meta's Data Center Ambitions20:01 The State of Meta's AI Apps23:20 Meta Vibes: A Missed Opportunity25:16 The Future of Meta’s AI Models30:40 The Bull Case for Meta's Future35:41 Final Thoughts on Meta Stock38:36 Special Offer for Our Listeners------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 discuss SpaceX's groundbreaking (and explosive) launch of the fully stacked Starship, marking a key step for Mars colonization. We discuss the advanced heat shield, potential cost reductions for launches, and the new Starlink V3 satellites enhancing global internet access. We also dive into the engineering marvel of the Raptor 3 engines, and SpaceX's vision for the future of space travel.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 SpaceX Launch and Explosions1:49 Importance of the Starship Launch3:03 The Heat Shield Breakthrough5:14 Building a Sustainable Future on Mars7:35 Satellites and Starlink V39:51 The Size and Structure of Starship14:14 Innovations in Raptor Engines16:17 SpaceX's Unique Position in the Industry17:21 The Vision for Life on Mars19:21 The Future of Space Travel22:04 The Next Generation of Rocket Technology24:01 Conclusion and Future Launches------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
Two humanoid robots walk into your house—a quiet helper and a flashy fighter—and we ask which you’d actually want.We break down what today’s leading models can really do in the home—cleaning, sorting, recharging themselves—and what still feels like demo magic.Then we compare the philosophies behind them: data-trained brains and dexterous hands vs raw agility and massive manufacturing muscle.Big picture, we debate whether this is the “ChatGPT moment” for robots and where they’ll show up first—from your kitchen to factories and hotels.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS00:00 Intro To Figure 303:42 Magic Fingertips10:26 It's Not Just A Household Robot14:02 It's All About The Hands15:57 Kung Fu Optimus20:50 Manufacturing vs Data25:12 The $21,000 Walmart Robot------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
NVIDIA is looking at a $10 trillion forecast alongside its major investment in Elon Musk's xAI.Additionally, we cover OpenAI's 800 million weekly active users, strategic partnership with AMD, and Sora's rise to the biggest app in the world. Also, is Apple ending plans for Vision Pro? Join us for another breakdown of this week in AI!------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 Intro0:34 AMD's Big Deal with OpenAI8:00 NVIDIA's $2 Billion Investment in xAI14:58 The New Financing Model for GPUs17:38 America's AI Race Against China20:49 OpenAI's Major Week27:11 Sora's Surprising Success32:38 Apple’s Vision Pro and Future Plans------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
Luke Mcinnes
Awesome channel! The shows and content blow my mind. Keep it up guys.