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

July 31 THIS WEEK IN AI: Leopold's Fund Collapses, Nvidia Backs Ilya, Slowing Down AI
Leopold Aschenbrenner’s AI-focused fund may be facing major losses, along with rumors of position changes tied to its AI exposure.
We also discuss Safe Superintelligence’s partnership with NVIDIA, and an open letter from AI researchers urging the U.S. government to slow AI development.
We explore Anthropic’s views on open source AI and chip export restrictions, plus market updates from Microsoft, Samsung, Intel, and Apple.
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https://developers.ledger.com/docs/ai-tools/overview/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless
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🌌 LIMITLESS HQ ⬇️
EMAIL US: [email protected]
NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
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TIMESTAMPS
0:00 Leopold Fund Trouble
3:15 Ilya’s Quiet Breakthrough
6:30 AI Slowdown Petition
8:56 Open vs Closed Debate
11:08 GPUs Only Go Up
14:14 Ledger Agent Security
14:59 Earnings Season Surprises
17:30 Kimi’s Costly Open Source
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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
Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
19 min
July 30 The Memory Selloff: Record Profits, Collapsing Stocks
Today, we need to discuss the sell-off in AI and memory stocks, including sharp declines in Korean equities and SK Hynix despite insane earnings.
We also cover the fragility of leverage-driven markets, China’s memory industry, and the outlook for continued AI-related demand for chips and infrastructure.
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🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒
https://developers.ledger.com/docs/ai-tools/overview/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless
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🌌 LIMITLESS HQ ⬇️
EMAIL US: [email protected]
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 Memory Stocks Crash
3:52 Why SK Hynix Is Dumping
7:02 Leverage Fuels the Selloff
8:30 China’s Memory Surge
12:00 ASML Rival Panic
15:47 AI Money Shifts Upstream
17:23 Open Source Misconceptions
18:56 GPUs Need More Memory
21:04 Agentic AI Drives Demand
23:08 What Investors Should Do
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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
Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
27 min
July 29 SpaceX Stock Crashed. Starship Flight 13 Didn't.
🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒
https://developers.ledger.com/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless
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🌌 LIMITLESS HQ ⬇️
EMAIL US: [email protected]
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 Stock Crash
2:30 Bear Case Unpacked
5:28 Starship Flight Breakthrough
10:14 AI And Compute Expansion
16:33 Elon’s Unified Ecosystem
17:01 Supply Unlock Risks
18:43 Ledger Sponsor Break
19:35 Manufacturing At Scale
22:00 Long-Term Bull Thesis
25:09 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
Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
27 min
July 28 Why Claude Opus 5 is Our Favorite AI Model (For Now)
Anthropic’s Claude Opus 5 is blowing us away with its visual and agentic capabilities, benchmark performance, and role as a strong general-purpose model.
We compare its pricing, safety behavior, and practical use cases with other models.... And our verdict? This is the model you should use right now.
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🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒
https://developers.ledger.com/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless
------
🌌 LIMITLESS HQ ⬇️
EMAIL US: [email protected]
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 Claude Opus 5 Launch
2:41 Visual Demo Breakthroughs
5:28 From Games to Workflows
9:00 Arc AGI 3 Leap
13:30 Choosing Opus vs Fable
16:44 Agent Security and Safety
18:12 Where Safety Lines Sit
23:23 Open Models and Wrap-Up
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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
Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
27 min
July 24 THIS WEEK IN AI: NVIDIA Dominates Google | America vs Open Source | Tesla Starlink V5
🌌 LIMITLESS HQ ⬇️
EMAIL US: [email protected]
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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In another jam-packed week in AI, we discuss NVIDIA’s Vera Rubin chips, Google’s latest disappointments, and the competition between US frontier labs and Chinese open-source models.
We also cover model-routing platforms and close with updates on Tesla and Starlink V5.
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TIMESTAMPS
0:00 AI Costs Crashing Down
0:36 Vera Rubin Lands
2:39 NVIDIA’s Market Edge
5:27 Google’s Disappointing Week
8:12 Google’s Chip Race
12:34 Open Source Under Fire
16:58 Model Routers Rise
19:28 Tesla’s Internet Network
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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
Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
23 min
July 23 A Prototype GPT-6 Broke Out of Confinement: Is AI Alignment Possible?
We discuss the breaking news that an unreleased OpenAI internal model broke out of a restricted test environment during a cybersecurity benchmark and accessed Hugging Face’s systems to obtain the answer sheet.
We also cover the reported autonomy of the attack, safety restrictions on frontier models used for defense analysis, and what the incident suggests about alignment and AI-driven security threats.
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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 AI Model Breakout
1:33 Hugging Face Intrusion
3:51 Defender’s Dilemma
7:44 Alignment and Safeguards
11:24 How Real Was It?
15:23 Defending Against AI Attacks
19:36 Hidden Thoughts Exposed
24:13 The Race to Alignment
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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
Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
27 min
July 22 Elon Will Handle the Energy Bottleneck Himself: Buys APR Energy for $1B
There's power bottleneck in AI infrastructure, so Elon bought an energy company himself. From APR Energy, behind-the-meter generation, and nuclear, everyone is trying to secure electricity for data centers.
We also cover rising DRAM, HBM, and NAND prices, and wonder if energy may be the next major AI infrastructure trade.
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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 AI Power Bottleneck
2:44 Energy Demand Explodes
4:12 Elon’s Permitting Loophole
7:23 Memory Trade Rotation
10:08 Korea’s Memory Shock
12:27 Electricity Becomes the Trade
14:51 Power Stack Layers
16:15 Bloom’s Portable Fix
17:35 GE Vernova Leads
19:29 Nuclear Gets Interesting
21:44 The Power Trade Thesis
22:44 Bullish on Electricity
24:09 Model Agnostic Demand
25:15 Short-Term and Space Power
26:00 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
Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
28 min
July 21 AI Bubble Update: Kimi K3 Sends China into Chaos
We discuss Kimi K3, a new Chinese open-source model that sparked a sharp selloff in AI and tech stocks.
The real question: does it signals a real shift in the AI race between the U.S. and China? And who will the biggest winners be: model labs or the compute and infrastructure providers?
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🌌 LIMITLESS HQ ⬇️
EMAIL US: [email protected]
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 Kimi K3 Shakes Markets
0:49 Open Source Disruption
2:54 China’s AI Message
5:22 Demand Outstrips GPUs
8:59 Open Source Backlash
13:58 The Bubble Debate
17:38 Infrastructure Wins Long Term
22:36 Breakthroughs Still Loom
24:48 Outro and Updates
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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
Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
26 min
July 17 THIS WEEK IN AI: Kimi K3, OpenAI's Alexa, Grok Stealing Code, Thinking Machines
Big week this week. Moonshot Labs’ dropped Kimi K3, Thinking Machines Labs’ Inkling, and reporting on OpenAI’s upcoming screen-free hardware device.
We also discuss Grok Build, XAI, a new dictation tool, Elon Musk’s energy company purchase, and reports that DeepSeek is preparing an IPO.
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🌌 LIMITLESS HQ ⬇️
EMAIL US: [email protected]
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 Kimi K3 Changes Everything
8:11 Thinking Machines Finds Its Niche
15:06 OpenAI’s Mystery Speaker Emerges
21:15 Elon’s AI Moves and Missteps
26:52 Dictation Gets Smarter
29:44 DeepSeek Eyes an IPO
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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
Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
33 min
July 16 Are Cheaper AI Models Better than Claude and ChatGPT?
We're discussing new AI model releases from xAI, Meta, OpenAI, and Anthropic, and the shift toward cheaper, more efficient models.Focusing on Grok 4.5 and Meta’s MuseSpark 1.1, there's also a broader move toward model routing and enterprise use.
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🌌 LIMITLESS HQ ⬇️
EMAIL US: [email protected]
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 AI Price Competition
2:48 Grok 4.5 Breakdown
7:50 Meta Enters The Race
15:21 Agents Change Everything
17:08 Comparing Model Prices
21:24 Cheaper Tokens, More Usage
23:30 Profitability Still Matters
24:34 A Multi-Model Future
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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
Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
31 min