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Anthropic has had a chaotic week, surpassing OpenAI with $20 billion in revenue and the launch of Claude Opus 4.6. We discuss OpenAI's response with the upcoming ChatGPT 5.4, financial struggles, and Anthropic's internal memo on Pentagon ties.
We also break down the Deveillance privacy device and highlights AI's impact on agriculture and recent layoffs at Jack Dorsey's Block.
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TIMESTAMPS
0:06 Anthropic's Record-Breaking Week
2:02 OpenAI's Response and New Strategies
6:15 Dario's Controversial Memo
7:41 Pentagon Drama and Its Impact
8:52 ChatGPT Model 5.4 Teased
10:47 Speculations on OpenAI's Hardware Device
14:56 The Rise of Anti-AI Devices
19:12 Privacy Concerns with Meta
20:30 Exodus in AI Companies
22:15 Innovative Uses of AI in Farming
24:35 Weekly Roundup and Closing Thoughts
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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
Apple released a bunch of new products this week, and everyone's talking about the lineup of cheaper iPhones, iPads, Macbooks, etc.
But what we're talking about today is how Apple's new chip architecture is quickly making it the sleeper giant for AI hardware.
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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 Apple’s Big Week
1:15 The New Devices
4:11 Breakthrough Chip Architecture
7:22 Strategic Positioning
9:34 Outlook
12:33 The Siri Delay
16:02 The Future of Local AI
18:16 Leadership Transition at Apple
20:46 Valuation Predictions
21:36 Closing Thoughts
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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
Leopold Aschenbrenner is a 24-year-old investment prodigy who grew a billion-dollar fund to $5.5 billion by focusing on AI and energy infrastructure.
Now he's shifting exposure from traditional chip stocks like NVIDIA to firms such as Bloom Energy, addressing the power needs of AI datacenters.
Central to his strategy is the prediction of AGI by 2027, outlined in his essay "Situational Awareness." Tune in as we explore Aschenbrenner's innovative insights and investment strategies.
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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 Introduction to Aschenbrenner
0:42 Insights from 13F Filings
1:43 From Chips to Infrastructure
3:45 Exiting NVIDIA Puts
5:30 Bloom Energy
9:27 Bitcoin Mining
12:16 AGI and Market Trends
14:21 Bull vs Bear Case
19:31 The Future of Leopold's Investments
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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
We explore a tumultuous week in AI as the U.S. government banned Anthropic's Claude AI from military use, only for it to be deployed in the Iranian operation the next day.
We analyze the ethical dilemmas faced by AI firms navigating government demands, spotlighting CEO Dario Amodei's refusal to compromise on safety. The discussion intensifies with OpenAI's bold offer to the Pentagon, igniting a rivalry that questions corporate power in military engagements.
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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
0:09 AI Used as a Weapon
1:19 The Pentagon's Ultimatum
4:45 Dario's Ethical Stand
10:51 OpenAI's Strategic Shift
14:25 Irony of Military Operations
18:00 Public and Private Divide
19:26 The Future of AI and Warfare
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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
NVIDIA's earnings report revealed a $68.1 billion Q4 with a 70% year-on-year growth, prompting discussions about the sustainability of the AI supercycle.
We delve into Perplexity's innovative personal computing platform and Anthropic's disruptive plugins that affected IBM's market cap.
See also: AMD's new partnership with Meta, boosting AMD's stock by 15%, and the complexities of Pentagon contracts involving AI technologies. Tune in for key insights into the evolving AI landscape!
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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
0:00 NVIDIA Earnings vs AI Bubble
8:39 Perplexity's New Operating System
14:19 Claude Co-Work Updates
16:59 Anthropic's Market Impact
17:52 IBM's COBOL Crisis
22:17 Pentagon's AI Deal
25:38 AMD's New Partnership with Meta
27:18 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
Anthropic came forward with a statement accusing China's open source AI labs of theft via distillation, taking data from 16 million fake conversations.
With Google and OpenAI echoing similar concerns, we examine the ethical dilemmas of "distillation attacks" and the hypocrisy within the U.S. AI industry.
As the Pentagon leans on AI for national security, we discuss the precarious balance between innovation and ethics. Perhaps the most important conversation of our lifetimes.
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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
0:00 Exposing China's AI Theft
2:22 The Scale of China's Distillation Attack
4:26 Legal Boundaries and Ethical Dilemmas
5:50 The Pentagon's AI Dependency
7:05 Balancing Safety and Speed in AI
8:56 Hypocrisy in AI Practices
10:20 China's AI Innovations and Open Source
13:16 The Strategic Shift in AI Development
15:00 The Moral Dilemma of AI Warfare
19:57 Concluding Thoughts on AI Ethics
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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’s new AI tools Lyria 3 and Pomelli feel like magic. Lyria 3 showcases real-time music generation and music from images, while Pomelli creates marketing visuals from a single image, transforming photography. We also discuss Gemini 3.1 Pro's advancements and user feedback.
------
🌌 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
0:00 Lyria 3
2:58 Multimodal Capabilities
4:34 Watermarking
7:18 Pomelli
11:55 Product Shoots
14:42 The Evolution of AI Models
16:54 Advances in Gemini 3.1
21:44 Google's Distribution Power
22:45 Make Stuff
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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
Toto, the Japanese Toilet Company, now has a surprising role in AI chip development, with massive gains in the market this year.
In other news, we have self-replicating AI agents, Apple AI device rumors, Google Gemini 3.1, and xAI's Grok 4.20 multi-agent model.
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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
0:00 Toto Toilets for AI
3:11 AI Agents Take Over
8:50 A New Marketing Model
13:23 Sam vs Dario
15:13 Apple’s AI Devices
20:28 Manus Agents Strike Back
21:30 AI-Generated Movies
25:24 Google’s AI Model Updates
27:36 XAI and Drone Warfare
31:03 Prompting Advice
32:55 Closing
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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
Everyone's talking about Openclaw, but it's difficult to figure out who this new framework is actually for.
On top of security issues and vulnerability risks, it's also technically demanding. So in this episode, we get to the bottom of it: should you actually use Openclaw?
And if so, how should you do it?
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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
0:00 The OpenClaw Archetypes
3:02 Serious Operators
6:55 The Knowledge Worker
11:47 Privacy-Conscious Users
14:50 Security Concerns
18:10 How To Set Yours Up
21:17 Future of Agents
22:07 Closing Thoughts
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RESOURCES
My Claw: https://myclaw.ai/
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
OpenAI just acquired OpenClaw, the fastest-growing open-source AI project in history, only 82 days after it was created. This isn’t just another AI tool: OpenClaw is a personal agent that connects to your apps and actually does things for you, signaling the beginning of the end of the chatbot era. In this episode of Limitless, we break down the OpenAI vs Meta bidding war, why Anthropic fumbled, and why this might be the iPhone moment for AI agents.
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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 OpenAI Acquires OpenClaw
02:22 Meta vs OpenAI Offers
08:02 The Next Generation Of OpenClaw
12:19 The 10 Phase Rollout
17:14 Life As A Video Game
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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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