In the Loop AI

This week’s AI Rollup is a ringside ticket to the highest-stakes tech brawl on earth. David, Ejaaz and Josh unpack Apple’s threat to yank Google from Safari, the $200 billion market-cap gut-punch that followed, and Microsoft’s tangled profit-share web with OpenAI. Plus why Sam Altman just hired Instacart’s former CEO to turn raw AGI power into everyday apps. They demo the newest frontier models (Gemini 2.5 Flash, China’s trillion-parameter DeepSeek-R2) and explain how cheaper tokens and home-grown Huawei chips could upend the GPU monopoly. Finally, the crew dives into crypto’s AI-agent boom, from VirtuaL launchpad mania to decentralized training networks that promise an open-source Plan B for humanity’s future intelligence. Tune in for the only AI recap you'll need this week.

David: https://x.com/trustlessstate
Josh: https://x.com/Josh_Kale
Ejaaz:https://x.com/cryptopunk7213

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

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TIMESTAMPS

00:00:00 AI Game Of Thrones
00:02:43 The $200B Blow To Google
https://x.com/KobeissiLetter/status/1920154534342459841
https://www.reuters.com/business/apple-looks-add-ai-search-companys-browser-bloomberg-reports-2025-05-07/

00:12:59 How To Maximize Use Of AI

00:16:33 The Microsoft Empire
https://www.reddit.com/r/singularity/comments/1kkjop0/the_scale_of_microsofts_influence_in_llms_and

00:21:41 Is OpenAI Actually Winning?

00:27:00 OpenAI's New CEO
https://openai.com/index/leadership-expansion-with-fidji-simo/
https://arstechnica.com/ai/2025/05/openai-creates-ceo-of-applications-role-taps-instacarts-fidji-simo/
https://x.com/fleetingbits/status/1920518509907620111

00:33:33 New Frontier Models
https://x.com/officiallogank/status/1912966497213038686?s=46
https://x.com/itspaulai/status/1912947803338453501?s=46
https://x.com/bongrandp/status/1913040244963766432

00:39:56 Model Aggregator

00:47:22 DeepSeek R2 Is... Insane?
https://x.com/deedydas/status/1916160465958539480?s=46

00:54:02 Crypto AI Agents
https://x.com/thedefiedge/status/1920436450048245922
https://x.com/vaderresearch/status/1919717523525632326?s=46
https://x.com/kurorosage/status/1919555819772776888

01:00:21 Decentralized Training
https://x.com/_AlexanderLong/status/1919416512156144053
https://x.com/NousResearch/status/1917299865060794484

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

Shaun Maguire, partner at Sequoia and former physicist turned investor, joins the Limitless Podcast to explore why we’re on the verge of a technological renaissance. 

From AI and silicon photonics to humanoid robots and space infrastructure, Shaun makes the case that the next 20 years will make the internet boom look tame. We dive deep into why America needs 10 SpaceX-level companies, the return of hardware innovation, the energy constraints of the future, and how frontier technologies like Neuralink and Mars colonization might reshape civilization.

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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
3:42 Who’s Shaun Maguire?
6:31 Investing in the AI Age
10:12 Hardware Manufacturing 
19:05 Hardware Precedes Software Revolutions
37:30 Energy
45:02 Space Solar Reflectors
50:55 Space Economy
59:25 Elon Musk
1:09:34 Robotics
1:12:49 Neuralink
1:20:32 Doom Scenarios
1:27:11 Closing Thoughts

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RESOURCES

Shaun Maguire
https://x.com/shaunmmaguire 

Sequoia Capital
https://www.sequoiacap.com/ 

Josh Kale
https://x.com/Josh_Kale 

David Hoffman
https://x.com/TrustlessState 

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

Welcome to the AI Rollup, from the Limitless Podcast. David, Ejaaz, and Josh break down the week’s most important AI headlines, from OpenAI’s $3B Windsurf acquisition and Google’s full-stack AI play, to Visa and Mastercard preparing for agentic commerce. We explore the state of robotics, major interpretability challenges, and why the race to AGI may outpace our ability to understand it. Plus: AI ASMR, glow-up GPT, and why autonomous agents still kinda suck. Stay curious, this one’s stacked.

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💫 Subscribe and Follow Limitless
https://www.youtube.com/@Limitless-FT
https://x.com/LimitlessFT
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TIMESTAMPS & RESOURCES

00:00:00 Intro To Limitless!
https://x.com/LimitlessFT

00:04:23 OpenAI Makes Huge Acquisition
https://www.outlookbusiness.com/artificial-intelligence/openai-to-acquire-ai-coding-platform-windsurf-for-3bn?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=7f1b29a5128efe71af21ff4cb81c530bdcac095e
https://x.com/ns123abc/status/1912876350911754676
https://www.testingcatalog.com/google-tests-computer-use-tools-and-cloud-run-hosting-in-ai-studio/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=bd7931dcfd449aa11b0bf7197fdfa983289758c2

00:08:01 Why Spend $3 Billion??

00:16:09 OpenAI Memory Update Is... Interesting
https://techcrunch.com/2025/04/18/chatgpt-will-now-use-its-memory-to-personalize-web-searches/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-launches-o3-and-o4-mini&_bhlid=d08c6dc54c407d4f53df9d11a68857dba951a21c

00:23:56 OpenAI Re-Structuring
https://www.reuters.com/business/openai-remain-under-non-profit-control-change-restructuring-plans-2025-05-05/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=c4222c046fc76f42b7f72ca72537e4e8620a2af1

00:37:24 Visa Credit Cards For AI Agents
https://apnews.com/article/ai-artificial-intelligence-5dfa1da145689e7951a181e2253ab349

00:43:21 The Crypto Bull Case

00:45:43 The Deca Trillion Robot Opportunity
https://x.com/adcock_brett/status/1913986971501748390?s=46
https://x.com/kimmonismus/status/1919510163112779777
https://developer.nvidia.com/isaac/gr00t
https://x.com/adcock_brett/status/1916523708153217525?s=46
https://x.com/adcock_brett/status/1919060515998822898?s=46

00:52:44 Dogs With Machine Guns

00:58:11 Using AI To Do Your Job

01:02:12 The Interpretability Talk
https://www.darioamodei.com/post/the-urgency-of-interpretability

01:09:18 AI Neurons?

01:15:27 The Dopamine Section
https://x.com/venturetwins/status/1917640408349434106
https://x.com/ns123abc/status/1918703088598184321?s=46
https://x.com/venturetwins/status/1919057071145672949
https://x.com/aisafetymemes/status/1914003415191212112?s=46

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

AI isn't just growing—it's skyrocketing us into an unprecedented era of hyper-acceleration.

Josh Kale joins us to explore how breakthroughs in intelligence, from protein sequencing and synthetic biology to autonomous transportation and energy abundance, are reshaping our world at dizzying speeds. 

Prepare for a future that's closer than you think, where the cost of intelligence approaches zero and possibilities become boundless.

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TIMESTAMPS

0:00 Intro

3:48 Exponential Human Progress

7:50 Moore’s Law vs Huang’s Law

15:17 Synthetic Biology

20:37 Economic Impact

23:17 Job Market

31:02 Self-Driving Cars

33:33 Aviation

35:43 Energy

41:10 David Deutsch

45:42 Electricity & Income

51:20 Nuclear Energy

54:46 The Unibomber

1:01:09 Defensive Accelerationism

1:03:06 Robotics

1:06:14 Closing & Disclaimers

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RESOURCES

Josh Kale

https://x.com/Josh_Kale 

The Beginning of Infinity

https://www.amazon.com/Beginning-Infinity-Explanations-Transform-World/dp/0143121359 

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

https://www.bankless.com/disclosures⁠ 

Welcome to The Limitless Podcast, a show about frontier technologies. New shows Monday and Thursday on right here on YouTube, Apple, and Spotify

📢 Follow Limitless on X https://x.com/LimitlessFT 

🎬Watch on YouTube https://www.youtube.com/@Limitless-FT