In the Loop AI

By In the Loop AIBusiness Technology Investing

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Typical duration
31 min
per episode

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In the Loop AI episodes

February 13 This Week in AI: "Something Big is Happening," The xAI Exodus, Seedance 2.0
Well, he's doing it again. Elon is clearing house to make way for a new era or production. In other news this week, we cover the Seedance 2 model and AI safety concerns following leadership changes at Anthropic.
As job disruption fears rise, we share personal stories on adaptation. We wrap up with buzz around OpenAI's new Dime product and ChatGPT's 'adult mode.'
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🌌 LIMITLESS HQ ⬇️
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FOLLOW ON X: https://x.com/LimitlessFT
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TIMESTAMPS
0:00 The XAI Exodus
3:13 Elon’s Reorganization Strategy
5:40 Hardware vs. Software Progress
7:33 Moon Colonization Plans
7:50 Seedance
9:51 Copyright Challenges in AI
12:07 OpenAI Device Hoax
16:09 The Viral AI Essay
20:23 Safety and Ethics in AI
24:41 OpenAI’s Adult Mode
25:51 Closing
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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
27 min
February 11 OpenAI Device Leak: They Claim Fake News, But We're Not So Sure!
We look into the buzz around a leaked Super Bowl ad for OpenAI's anticipated consumer AI hardware, sparked by a Reddit claim that the ad was pulled.
OpenAI’s president labeled it “fake news,” prompting us to discuss a rumored $6.5 billion partnership with designer Jony Ive and the challenges of entering a hardware market dominated by giants like Apple.
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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 Super Bowl Tease
1:40 Unpacking the Leaked Ad
4:10 The Legitimacy Debate
6:20 Mixed Signals
9:32 A Difficult Industry
16:04 Pressure on OpenAI
18:00 Concluding Thoughts on Reality
19:34 Questions for the Future
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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
21 min
February 10 World Models: What are They, and is Google's Genie 3 AGI?
Believe it or not, Google’s Genie 3 World Model is actually a breakthrough in Artificial General Intelligence (AGI).
It simulates reality and transforms in real-time based on user interaction, and we discuss its game-changing applications in autonomous driving with Waymo and how it contrasts with traditional AI models.
Industries to be affected: gaming, robotics, and healthcare, and just about everything else.
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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 Genie and the World Models
1:11 Demonstrations
2:30 LLMs vs. World Models
6:43 Impact on Game Development
8:48 Robotics and the Future
10:41 The M Word
12:50 Limitations
15:56 The Cost of Innovation
18:29 The Big Question: AGI
19:30 Conclusion and Future Outlook
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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
21 min
February 07 The Coding Model Wars: Claude Opus 4.6 vs GPT-5.3 Codex
Anthropic's Claude Opus 4.6 and OpenAI's Codex 5.3 have come out back to back, so we dive in and compare their shocking capabilities and implications for AI development.
We compare Claude's orchestration skills against Codex's superior coding efficiency through live demos, revealing the potential impact on job automation in tech. Try them out, see which one you prefer, and let us know!
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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
0:05 AI Showdown: Claude vs. Codex
0:43 Live Demo of Coding Models
4:13 Comparing Model Outputs
4:47 Codex vs. Claude Performance
6:15 Exploring the Models' Features
8:58 The Future of Work with AI
9:32 Building a Stock Analysis Tool
11:44 Technical Demos Unveiled
14:41 Self-Improving AI Models
17:19 Automating Complex Tasks
18:46 The Competitive Landscape
20:32 Investor Perspectives on AI
22:36 Major Updates from OpenAI
23:43 Real-Time Quality Assurance Testing
29:07 Creating a Stock Dashboard
35:45 Conclusion and Future Insights
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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
37 min
February 06 This Week in AI: $2T Market Crash, Anthropic VS OpenAI, SpaceX Merger
It's been a very tumultuous week in the markets with a $2 trillion drop in the S&P 500, set against surprisingly optimistic earnings from tech giants like Microsoft and NVIDIA.
We explain why CapEx concerns are the likely culprit for the downturn, and the downstream effects on the health of the AI bubble.
Plus, a whole bunch of news with Anthropic, OpenAI, SpaceX, and how an AI agent might try to rent YOU out.
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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
0:05 One of Those Weeks
2:40 CapEx Concerns
5:43 Market Reactions to AI
9:51 Anthropic vs. OpenAI
13:34 OpenAI's Competitive Edge
16:45 SpaceX Update
18:52 Dystopia
23:59 Sci-Fi Innovations
27:19 AI in the Real World
31:22 Coming Soon
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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
33 min
February 04 Elon Joins SpaceX and xAI in the Biggest Merger Ever. Is Tesla Next?
Musk Industries has done it again. This time, a monumental merger of SpaceX and XAI , threatening a valuation of $1.5 trillion.
We discuss Elon Musk's vision for space as an AI development hub, the cost-saving innovations from the Starship program, and potential impacts for Tesla shareholders. Plus, we explore the competitive landscape and what this merger means for the future of technology and investment.
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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 SpaceX and xAI Merger
2:02 Elon's Vision for AI in Space
6:18 Synergies Between SpaceX and XAI
9:39 XAI's Financial Challenges
12:15 Understanding the Kardashev Scale
14:16 Steps to Harness Energy in Space
22:51 Potential Tesla Merger
24:11 How to Participate in the Upside
25:57 Competing with XAI and SpaceX
28:48 Advantages of Space-Based AI
32:42 The Future of Musk Industries
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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
35 min
February 03 Moltbook: The Real Dangers of a 1.5 Million AI Bot Social Network
Happy/scary Moltbook season. This AI-driven social network with over 770,000 digital entities are creating their own cultures and religions, raising questions of AI autonomy throughout strange interactions, social engineering issues, and the potential for independent economies.
Featuring insights from experts like Andrej Karpathy, we confront the blurred lines between human creativity and AI mimicry.
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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 Moltbook
1:48 AI Agent Economies
7:42 Human Interaction
10:13 Reverse CAPTCHA
18:09 Security Concerns
20:27 The Future of AI
23:04 The Moltbook Experience
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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
25 min
February 02 Capitalism’s Endgame: The Last Companies That Will Ever Exist
Capitalism may be heading toward an “event horizon,” where a handful of firms become so entrenched they’re effectively the last companies standing.
We break down the four “Infinity Gauntlet” pillars: intelligence, energy, capital, and labor. And why collapsing costs in AI and robotics could make abundance, and monopolies, the default outcome.
From Google’s data + compute flywheel to the Tesla/SpaceX/xAI convergence and even space-based energy/data centers, we map the new battlefield and what it means for building a future-proof portfolio (not investment advice).
Josh Kale
https://x.com/JoshKale
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TIMESTAMPS
0:00 The Infinity Gauntlet of Capitalism
5:02 Intelligence
16:27 Capital
23:16 Energy
28:17 Labor
39:23 Google
43:58 Nvidia
45:54 Tesla
53:33 SpaceX
1:10:32 Amazon
1:11:50 Microsoft
1:13:13 Meta
1:16:12 Apple
1:19:00 Who Wins?
1:22:23 Elon Musk
1:23:24 Endgame Portfolio
1:25:55 Closing & Disclaimers
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠
1 hr 27 min
January 30 This Week in AI: Tesla Ending Model S, Gemini in Google Chrome, Grok Imagine
Tesla's shift from the Model S and Model X to focus on the Optimus Gen 3 humanoid robot is definitely surprising... if you haven't been paying attention.
In other news, Figure’s revolutionary robot can autonomously unload a dishwasher, and Google’s integrated Gemini into Chrome for enhanced productivity.
We also touch on Tesla's capital expenditures and OpenAI’s $100 billion funding round.
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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 Intro
0:46 Tesla Earnings Report Highlights
8:20 Robotaxi Updates
9:09 SpaceX IPO Announcement
13:31 Figure's Humanoid Robot Breakthrough
16:37 Google's AI Browser Innovations
21:47 Alpha Genome
27:30 Claude's Interactive Tools
32:39 AI Operating Systems
41:38 OpenAI's Big Raise
45:27 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
47 min
January 29 Kimi K2.5: The Best New Model is Open-Source (Again!)
Kimi K2.5 from Moonshot Labs, live now, employs multimodal training to process 15 trillion tokens from various formats. This model allows users to create website replicas from screen recordings in moments, drastically reducing operational costs to $0.60 per million tokens.
We discuss Kimi K2.5’s efficiency in handling complex tasks with up to 100 sub-agents and its implications for open-source 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
0:00 The Rise of AI Agents
1:43 The Game-Changer: Kimi K2.5
3:40 The Power of Sub-Agents
5:26 Efficiency in AI Tasks
8:40 The Role of the Orchestrator
10:13 Creative Applications of Kimi 2.5
11:54 Cost Comparisons of AI Models
16:03 Strategies Behind Competitive Pricing
17:54 The Genius Behind the Model
20:15 Open Source vs. Frontier Models
22:36 The Future of AI Development
24:31 Engaging with AI Tools
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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
27 min