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We explore Anthropic's eight major releases in eight weeks, including Claude Cowork, which transforms desktop interactions into a potential "Claude OS." We discuss implications for market competitors and investor excitement around possible IPOs for Anthropic and OpenAI. It's time to start using these innovative tools, understand their potential to reshape technology interactions, and usher in the future of AI.
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🌌 LIMITLESS HQ ⬇️
NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
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RSS FEED: https://limitlessft.substack.com/
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TIMESTAMPS
0:00 New Features and Claude OS
1:30 The Power of Computer Use
2:52 Anthropic’s Rapid Development
4:29 Comparing Claude and OpenClaw
6:33 The Vision for an AI Operating System
8:38 The Claude OS Stack
10:29 Market Sentiment and IPO Expectations
11:57 Caution with Computer Use
13:40 The Future of AI Interaction
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
This past Saturday night, Elon Musk walked onto a stage in Austin, Texas and announced the most ambitious industrial project in human history. It's called TeraFab, a joint venture between Tesla, SpaceX, and xAI to build a chip factory the size of San Francisco, producing one terawatt of computing power per year. That's more than the entire United States generates in electricity.
In this episode, we break down everything: the $25 billion price tag, the two-chip architecture (one for Earth, one for space), the 100 million square foot facility that hasn't even been sited yet, and why 80% of its output is being launched into orbit on AI satellites powered by sunlight. We cover the ASML monopoly, the supply crisis forcing Elon's hand, the SpaceX IPO that funds the whole thing, and the endgame vision: an electromagnetic mass driver on the Moon that launches satellites into deep space without a rocket.
Everything you're about to hear sounds like science fiction. All of it is grounded in real physics.
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🌌 LIMITLESS HQ ⬇️
NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED: https://limitlessft.substack.com/
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TIMESTAMPS
00:00 Introducing TeraFab
02:42 Phase 1: Prototype
03:36 Phase 2: Scale
07:58 Why Are They Even Trying This?
10:36 Space AI
15:21 Lunar Mass Driver
19:17 SpaceX Tesla Merger
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Google just dropped two products that sent shockwaves through the tech world. Stitch, their new AI design tool, wiped billions off Figma's market cap overnight. Their new coding stack in Google AI Studio is going straight at Anthropic's Claude Code. Meanwhile, Uber just bet $1.25 billion on Rivian robotaxis — but the math doesn't add up. OpenAI acquired Astral and PromptFu as they pivot hard toward enterprise and coding. Cursor launched their own in-house model with some very creative chart work. And MiniMax M2.7 might be the first AI model that meaningfully trained itself. We break down all of it plus Anthropic's massive 81,000-person survey on what people actually want from AI.
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🌌 LIMITLESS HQ ⬇️
NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED: https://limitlessft.substack.com/
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TIMESTAMPS
00:00 Google Stitch
06:30 The Rivian Uber Debacle
12:19 OpenAI's Shopping Spree
17:20 An Unbelievable Chart
19:49 Cursor Releases Their Own Model?!
23:05 Minimax 2.7 Is Scary Good
25:18 The Anthropic Report
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Travis Kalanick, former Uber CEO, is coming back. Now as he launches his new venture, Atoms, aimed at automating the movement of physical goods.
We discuss his tumultuous past, including his ousting from Uber and subsequent success with Cloud Kitchens, alongside his ambitious vision for Atoms that leverages AI and robotics to revolutionize multiple industries.
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🌌 LIMITLESS HQ ⬇️
NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED: https://limitlessft.substack.com/
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POLYMARKET | #1 PREDICTION MARKET 🔮
https://bankless.cc/polymarket-podcast
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TIMESTAMPS
0:00 The Return of Travis Kalanick
1:11 The Rise and Fall of Uber
8:12 The Silent Comeback
9:43 The Birth of Cloud Kitchens
11:23 Unveiling Atoms
20:41 The Future of Kalanick and Uber
22:46 Conclusion
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
At NVIDIA's GCC conference, CEO Jensen Huang announced a bold target of one trillion dollars in orders by 2027.
The AI graphics breakthrough DLSS 5, which has been received with memes and controversy.
Other announcements include the groundbreaking Vera Rubin platform, which promises 35 times the performance; strategic acquisitions like Grok; and advancements in self-driving technology.
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🌌 LIMITLESS HQ ⬇️
NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED: https://limitlessft.substack.com/
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POLYMARKET | #1 PREDICTION MARKET 🔮
https://bankless.cc/polymarket-podcast
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TIMESTAMPS
0:00 NVIDIA's Trillion-Dollar Vision
1:23 DLSS 5
3:49 Vera Rubin
5:25 Breakthroughs with AI Chips
9:48 The Next Generation: Feynman
11:33 Full Self-Driving Revolution
14:01 Robotics on Stage
16:45 OpenClaw and Enterprise Solutions
17:22 AI in Space
19:12 The DGX Spark Announcement
21:10 Closing Thoughts on NVIDIA's GTC
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Drawing from Andrej Karpathy's report, we discuss the effects of artificial intelligence on the job market. We uncover which jobs are most at risk of automation, such as financial analysts, while hands-on roles remain safe.
With 150 million jobs potentially impacted, we highlight the evolving nature of work and emerging opportunities.
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🌌 LIMITLESS HQ ⬇️
NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED: https://limitlessft.substack.com/
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POLYMARKET | #1 PREDICTION MARKET 🔮
https://bankless.cc/polymarket-podcast
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TIMESTAMPS
0:00 AI and Job Replacement
1:08 Andrej's Report
6:31 Blue-Collar Jobs vs. AI
8:32 The Future of Work
11:23 Economic Indicators and AI
14:49 The Role of AI in the Future
16:37 Jobs and Human Demand
20:19 Using AI
21:33 Closing Thoughts
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RESOURCES
US Job Market Visualizer:
https://karpathy.ai/jobs/
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
As AI agents like OpenClaw continue to take the world by storm, NVIDIA introduces its rival, NemoClaw, backed by $26 billion.
We discuss Perplexity's new "personal computer" version of OpenClaw, Elon Musk's xAI collaboration with Tesla, and the automation potential of Figure's Helix 2 robots.
Meta's acquisition of Moltbook sparks debates on authenticity, while Google’s advancements in multimodal AI redefine user interactions.
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🌌 LIMITLESS HQ ⬇️
NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED: https://limitlessft.substack.com/
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POLYMARKET | #1 PREDICTION MARKET 🔮
https://bankless.cc/polymarket-podcast
------
TIMESTAMPS
0:00 NVIDIA's NemoClaw Announcement
3:12 Challenges with OpenClaw
6:23 Perplexity Computer
11:59 Meta Nabs Moltbook
16:30 Yann LeCun's New Venture
18:58 World Models and AI Evolution
22:23 Google Maps Gets an Upgrade
27:27 Robotic Cockroaches
28:52 See Ya
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
A recent six-hour Amazon outage was triggered by AI-generated code, prompting changes in their coding policies.
We explore Anthropic’s challenges with Claude Code, the rise of "Lovable," an intuitive AI app platform, and Andre Carpathy's project on self-improving AI. Join us as we navigate the evolving landscape of AI and coding.
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🌌 LIMITLESS HQ ⬇️
NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED: https://limitlessft.substack.com/
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POLYMARKET | #1 PREDICTION MARKET 🔮
https://bankless.cc/polymarket-podcast
------
TIMESTAMPS
0:0 The Amazon Outage
1:06 Growing Pains
5:27 The Job Market
7:01 Geopolitics
9:28 Rise of Lovable
10:59 Anthropic's Code Review
14:06 OpenAI vs. Anthropic
15:55 Self-Improving AI
21:08 Conundrums
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
SpaceX's Starlink Mobile is eliminating connectivity dead zones across the world with internet speeds up to 150 Mbps. They crushed providing aid during California's wildfires and has grown to over 10 million customers.
With new satellites on the way, SpaceX is looking to seriously disrupt traditional telecom companies, with a likely massive IPO not too far in the future.
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🌌 LIMITLESS HQ ⬇️
NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED: https://limitlessft.substack.com/
------
POLYMARKET | #1 PREDICTION MARKET 🔮
https://bankless.cc/polymarket-podcast
------
TIMESTAMPS
0:00 The End of Dead Zones
1:44 Emergency Starlink
4:59 V2
6:16 Owned Frequencies
12:29 SpaceX's Revenue Model
13:47 T-Mobile's Strategic Position
16:45 The Internet of Things
18:02 Global Connectivity
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
These are groundbreaking advancements at the intersection of AI and biology. Cortical Labs have trained human nerve cells to play video games. Meanwhile, we built a true simulation of a real fruit fly.
We discuss the ethical implications of simulating consciousness and whether these innovations could signal a major shift in AI development.
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🌌 LIMITLESS HQ ⬇️
NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED: https://limitlessft.substack.com/
------
POLYMARKET | #1 PREDICTION MARKET 🔮
https://bankless.cc/polymarket-podcast
------
TIMESTAMPS
0:00 Custom Brain Cells
6:32 Breakthroughs in Biological Computing
9:16 The Simulated Fly
15:33 The Future of Brain-Computer Interfaces
17:43 The Consciousness Debate
21:32 Challenges in AI Development
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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