In the Loop AI

WWDC 25 left Twitter roasting “Liquid Glass,” yet we dig past the glossy UI to uncover Apple’s real AI play: MLX-powered, on-device inference that could turn 2 billion iPhones into a zero-cost compute network. We debate whether that makes Apple a sleeping giant or just late. Then we unpack Apple’s own research paper calling frontier “reasoning” models overrated, just as OpenAI drops O3 Pro: a PhD-level assistant that writes business plans, slashes API costs 80 %, and arrives with an uncannily human voice mode that’s already replacing therapists and drinking buddies. From the rise of AI companions (hello, digital spouses?) to $100 M signing bonuses luring elite researchers from Big Tech to Anthropic & OpenAI, we map the new talent war and what it means for the rest of us. Strap in for rants, hot takes, and the AI stories that actually matter beyond the hype of liquid…ass.

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💫 LIMITLESS | SUBSCRIBE & FOLLOW
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https://x.com/LimitlessFT

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TIMESTAMPS

00:00:00 WWDC Flop Or Not
00:07:19 The Bull Case For Apple Intelligence
00:12:23 Free Inference?!
00:15:44 The Bear Case
00:24:30 Apple's Hater Report
00:34:18 Open AI o3 Pro Release
00:44:03 o3 Costs Down 80%? Cheating?
00:51:17 New Voice Mode Is... Incredible
01:00:26 Clone Loved Ones?
01:06:58 9 Figure Salaries?

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RESOURCES

David: https://x.com/trustlessstate

Josh: https://x.com/Josh_Kale

Ejaaz:https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

In this episode, Jeremie and Edouard Harris, co-founders of Gladstone AI and national security advisors, join us to break down the real score in the U.S.–China AI race.
We unpack what it actually means to “win” in AI: from cutting-edge model development and compute infrastructure to data center vulnerabilities, state-sponsored espionage, and the rise of robotic warfare. The Harris brothers explain why energy is the hidden battleground, how supply chains have become strategic liabilities, and why export controls alone won’t save us.
This is not just a geopolitical showdown - it’s a race for superintelligence, and the clock is ticking.

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💫 LIMITLESS | SUBSCRIBE & FOLLOW
https://pod.link/1813210890
https://x.com/LimitlessFT

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TIMESTAMPS

0:00 AI race: who's ahead?
3:36 Framing AI as an arms race
9:06 Gov't awareness of AI conflict
16:46 AI reports feel like sci-fi
20:52 China vs US: model race
25:19 Shift to inference-time compute
27:27 China’s software vs US hardware
30:36 Open vs closed source politics
35:04 China’s energy dominance
39:40 America’s electric grid lag
44:03 Supply chain vulnerabilities
52:38 US chipmaking onshoring
55:35 U.S. lead in chips
58:27 DUV vs EUV bottlenecks
1:02:53 Manufacturing gap in robotics
1:06:20 Fear vs optimism in culture
1:10:53 Coordination vs dynamism
1:15:37 Bot-driven opinion warfare
1:19:25 China pushing degrowth narratives?
1:22:32 National security recommendations
1:27:03 Co-op or conflict endgame?
1:30:54 Closing

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RESOURCES

Jeremie Harris
https://x.com/jeremiecharris

Edouard Harris
https://x.com/harris_edouard

America’s Superintelligence Project
https://superintelligence.gladstone.ai/

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠ 

In this episode of the Limitless Podcast, we interview Aaron Slodov, CEO of Atomic Industries, on the urgent need for innovation in manufacturing. 

Aaron emphasizes the importance of transitioning from digital (bits) to physical (atoms) advancements, highlighting AI’s potential to transform production processes and tackle the skills gap in the workforce. 

He advocates for local manufacturing, using the "layer cake" analogy to illustrate investment needs at all levels. Concluding with a hopeful perspective, Aaron introduces the New American Industrial Alliance (NAIA), inviting listeners to participate in reshaping the future of manufacturing.

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💫 LIMITLESS | SUBSCRIBE & FOLLOW
https://limitless.bankless.com/
https://x.com/LimitlessFT

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TIMESTAMPS

00:00 Start
02:15 Innovation in Digital vs. Physical Worlds
10:42 Shift from Bits to Atoms
15:30 Importance of Manufacturing for National Strength
20:00 Layer Cake Analogy
30:45 Supply Chain Dependencies
37:12 Skills Gap and AI in Manufacturing
42:55 Precision in Manufacturing
51:30 Vision for a Modern Workforce
01:02:10 New American Industrial Alliance (NAIA)
01:10:00 Call to Action

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RESOURCES

Aaron Slodov: https://x.com/aphysicist

Atomic Industries: https://www.atomic.industries/

NAIA: https://newindustrials.org/

David: https://x.com/trustlessstate

Josh: https://x.com/Josh_Kale

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Project Stargate a $500 billion, multi-gigawatt data-center network from OpenAI, Microsoft, and the U.S. government—signals that control of watts and GPUs is replacing oil and nukes as the world’s new hard power. We trace how Texas and Abu Dhabi super-clusters, chip export quotas, and Taiwan’s bottleneck are redrawing geopolitical lines, while Meta’s VO-3-powered ads reveal a coming internet optimized for hyper-personalized persuasion. The crew also unpacks Anthropic’s Game-of-Thrones clash with OpenAI over Claude access and the $1.5 billion Builder.ai “no-AI” scandal, exposing the razor-thin line between breakthrough and buzzword. If you want to understand how compute, capital, and national security will shape the 2030s, hit play.

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💫 LIMITLESS | SUBSCRIBE & FOLLOW
https://limitless.bankless.com/
https://x.com/LimitlessFT

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TIMESTAMPS

00:00 Stargate's International Expansion
10:06 How Big Of A Deal Is This?
15:46 Governments vs Private AI
22:18 Who Owns The Data?
25:37 Content Addiction Endgame
35:39 This Is A Big Deal
41:19 Can This Be A Good Thing?
48:39 Fake AI Agents??
56:41 Game Of Thrones Update

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RESOURCES

David: https://x.com/trustlessstate

Josh: https://x.com/Josh_Kale

Ejaaz:https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Two visions for the future of AI clash in this debate between Daniel Kokotajlo and Arvind Narayanan. 

Is AI a revolutionary new species destined for runaway superintelligence, or just another step in humanity’s technological evolution—like electricity or the internet? 

Daniel, a former OpenAI researcher and author of AI 2027, argues for a fast-approaching intelligence explosion. Arvind, a Princeton professor and co-author of AI Snake Oil, contends that AI is powerful but ultimately controllable and slow to reshape society. Moderated by Ryan and David, this conversation dives into the crux of capability vs. power, economic transformation, and the future of democratic agency in an AI-driven world.

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💫 LIMITLESS | SUBSCRIBE & FOLLOW
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TIMESTAMPS

0:00 Intro
1:38 IS AI Normal Tech?
27:13 Capability & Power
39:48 Manageable or Existential?
47:32 AGI Milestone
55:28 AI by 2030
1:07:03 Making Sense
1:11:05 Closing & Disclaimers

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RESOURCES

Daniel Kokotajlo 
https://x.com/dkokotajlo 

Arvind Narayanan
https://x.com/random_walker

Two Paths For AI - Daniel
https://www.newyorker.com/culture/open-questions/two-paths-for-ai 

AI as Normal Technology - Arvind
https://knightcolumbia.org/content/ai-as-normal-technology 

AI 2027 - Daniel
https://ai-2027.com/ 

AI Snake Oil - Arvind
https://www.aisnakeoil.com/ 
https://www.amazon.com/Snake-Oil-Artificial-Intelligence-Difference/dp/069124913X 

Pause AI
https://pauseai.info/pdoom 

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠ 

In this episode, Isaiah Taylor, co-founder of Valor Atomics, emphasizes the pivotal role of energy as the foundational currency of civilization. He argues that overcoming energy constraints can unlock limitless creativity and innovation. Isaiah shares his journey from high school dropout to nuclear innovator, advocating for nuclear fission and modular reactors as key solutions for sustainable energy. He envisions a future with abundant energy impacting daily life, enabling entrepreneurs, and facilitating space exploration. Isaiah underscores the need for innovative thinkers to bring nuclear energy into the mainstream, inspiring optimism for a transformative future.

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💫 LIMITLESS | SUBSCRIBE & FOLLOW
https://youtu.be/P17_c0tgRvg
https://x.com/LimitlessFT

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TIMESTAMPS

00:00 Start
05:20 The Fundamental Role of Energy
07:45 Envisioning a World with Abundant Energy
16:02 Isaiah's Journey into Nuclear Energy
24:10 Why Nuclear Fission is the Future
29:14 The Vision of Valor Atomics
36:46 Transforming Everyday Life Through Energy
44:17 Space Exploration and Energy Relations
51:30 Bringing Nuclear Energy to the Mainstream
01:03:15 Final Thoughts and Call to Action

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RESOURCES

Isaiah: https://x.com/isaiah_p_taylor

Valar Atomics: https://www.valaratomics.com/

David: https://x.com/trustlessstate

Josh: https://x.com/Josh_Kale

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Johnny Ive is back—this time with a $6.5 billion OpenAI partnership to build the “iPhone-killer” of the AI era. In this episode we break down what Ive’s new hardware could look like, why OpenAI is racing to ship 100 million units by 2027, and what it means for Apple’s fading Siri strategy. We also dive into the week’s wildest model news: Anthropic’s Claude 4 threatening to snitch, OpenAI’s 0.3 refusing to shut down, and a squad of AI agents that tried everything from cat-video binges to OnlyFans to raise money for charity. Strap in for a rapid tour of AI hardware hype, rogue-model antics, and the coming battle for the next great computing platform.

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💫 LIMITLESS | SUBSCRIBE & FOLLOW
https://youtu.be/P17_c0tgRvg
https://x.com/LimitlessFT

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TIMESTAMPS

00:00 The New AI Device
10:18 Why Does It Even Need To Exist
17:50 Why Replace The iPhone?
21:27 What Does It Look Like?
25:50 Why Not Glasses?
30:34 When Is It Coming?
35:56 Apple's Strategy
41:26 Claude Calls The Cops
49:22 OpenAI Model Goes Rogue
56:01 Jailbreaking Models
57:27 Agents On OnlyFans

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RESOURCES

David: https://x.com/trustlessstate

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Welcome to Limitless. Today we’re joined by Luke Drago and Rudolf, authors of the powerful essay series "The Intelligence Curse." 

Together, we explore a future where artificial general intelligence (AGI) threatens to upend the economic and social contracts that underpin modern civilization. Will AI empower us or make us obsolete? 

We unpack how labor-replacing AI could dismantle the very incentives that once gave rise to liberal democracies, social mobility, and human-centered innovation—and what it might take to build a future worth living in.

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💫 LIMITLESS | SUBSCRIBE & FOLLOW
https://pod.link/1813210890
https://www.youtube.com/@Limitless-FT
https://x.com/LimitlessFT

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TIMESTAMPS

0:00 What is the Intelligence Curse
4:29 Resource Curse
8:20 Pyramid Replacement
18:19 Institutional Pushback
21:25 Capital, AGI & Human Ambition
32:00 Liberalism Falls Apart?
36:30 Powerful Actors
41:15 Rentier States
46:19 Human Labor in a AGI World
52:46 Nation States
57:37 Shaping the Social Contract
1:06:23 AI Snake Oil?
1:07:41 Balance of Power
1:08:51 Breaking the Intelligence Curse
1:16:45 Vitalik’s Defensive Accelerationism
1:18:16 Diffusion 
1:19:58 Open-Source AI
1:22:06 Democratization
1:24:06 Who WIns?
1:26:43 Action Items
1:29:17 The Positive Scenario
1:30:21 Closing

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RESOURCES

Luke Drago
https://x.com/luke_drago_ 

Rudolf Laine
https://x.com/LRudL_ 

Intelligence Curse
https://intelligence-curse.ai/ 

Time Op-ed
https://time.com/7289692/when-ai-replaces-workers/ 

Contact Form
https://docs.google.com/forms/d/e/1FAIpQLSft2iBV9z1AYsM3TcDnh8z3juc2k4yD0TQTZ91oy37S-KlSSQ/viewform 

AI Snake Oil - Arvind Narayanan
https://press.princeton.edu/books/hardcover/9780691249131/ai-snake-oil 

Vitalik’s Defensive Accelerationism 
https://vitalik.eth.limo/general/2023/11/27/techno_optimism.html 

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠ 

Google’s Veo 3 is spitting out blockbuster-grade videos with actors that talk, while Tesla’s Optimus learns new dance moves by binge-watching YouTube. In this week’s AI Rollup we race through the avalanche of announcements from Google I/O, OpenAI, Meta and Microsoft and ask: are we witnessing the dawn of an endless creativity boom…or turbo-charged P-Doom? Buckle up. 

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TIMESTAMPS

00:00:00 Hollywood In a Prompt
00:11:38 Google IO's Wild Announcements
00:19:08 Google's AI Search
00:22:04 Startup Destruction
00:30:35 Monopoly Risks
00:36:17 Early AGI Progress?
00:45:14 Percentage of Doom?
00:49:19 Meta's Big Breakthrough
00:57:03 Humanoid Robots Learn From Youtube
01:02:50 EMP Grenades
01:06:40 You Should Threaten ChatGPT

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RESOURCES

David: https://x.com/trustlessstate

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

In this eye-opening episode, Arjun Bhuptani joins us to unpack the provocative thesis behind his viral thread: that we have only a few years left where most human labor remains valuable. 

We explore why the job market may never look the same again, the rising tide of AI-augmented competition, and what individuals can do to adapt and thrive in the face of rapidly advancing automation. This isn’t just a doomer take — it’s a roadmap for navigating a future that's arriving faster than we think.

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💫 LIMITLESS | SUBSCRIBE & FOLLOW

https://pod.link/1813210890

https://www.youtube.com/@Limitless-FT

https://x.com/LimitlessFT

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TIMESTAMPS

0:00 Intro

2:01 Is Humanity Doomed?

5:04 Should We Go Off-Grid?

12:42 AI’s Impact On Labor

22:02 Don’t Panic

34:46 AI’s Exponential Progress

42:44 Global Level

50:48 Marc Andreessen’s Take

1:01:55 Closing & Disclaimers

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RESOURCES

Arjun

https://x.com/arjunbhuptani 

Arjun Thread

https://x.com/arjunbhuptani/status/1904171348525752537 

Marc Andreesen’s Take

https://x.com/vitrupo/status/1917401485530521945 

Josh

https://x.com/Josh_Kale 

David

https://x.com/TrustlessState 

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Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠