In the Loop AI

Quantum computing is shaping up to be the next major technology after AI, especially in the wake of U.S. efforts to speed up development and prepare for quantum security threats.

So let's walk through the basics of qubits, the impact on encryption and Bitcoin, and the main companies and applications currently shaping the field.

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TIMESTAMPS

0:00 Quantum’s Next Wave
3:04 How Qubits Break Encryption
6:35 Trump’s Quantum Executive Orders
9:31 Fault Tolerance Explained
12:11 IBM Enters the Race
15:47 Rigetti and D-Wave
18:33 Quantum’s AI Moment

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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

The Chinese open-weight AI model GLM 5.2 compares with leading models from OpenAI and Anthropic on coding and development tasks. 

Today, we cover the shift toward cheaper AI models, the difference between open weights and closed models, and the U.S. government’s reported ban on Anthropic’s most powerful model after security testing.

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TIMESTAMPS

0:00 China’s Open Source Comeback
3:05 Benchmarks and Cost
8:15 Markets
10:51 A Six-Month Model Gap
13:56 The Fable 5 Ban
15:56 Public Access and Competition
19:26 Open Source vs Open Weights
21:09 Multi-Model Routing Arrives
25:41 Regulation and the Road Ahead
28:31 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

We discuss Snap’s new AR glasses, AI governance at the G7, and Noam Shazeer’s move from Google to OpenAI. 

We also cover Anthropic’s Fable 5 being shut down, Microsoft’s use of a Chinese open-source model in Copilot, and Meta’s latest AI push.

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🌌 LIMITLESS HQ ⬇️

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TIMESTAMPS

0:00 Ridiculous AI Glasses
7:27 AI Summit Tensions
11:46 Noam Shazir Joins OpenAI
15:48 Anthropic’s Fable Shutdown
18:52 Microsoft Embraces Open Source
24:36 Meta’s AI Reorg Crisis
29:15 China’s New Coding Model
32:06 MidJourney Enters Medicine

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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

Today we're following up on SpaceX’s public debut, its sharp rise in valuation, and whether the move signals a major opportunity or an AI bubble. With the small share float, the upcoming unlock schedule, and the possible impact of added supply on volatility, the stakes are only going to get higher.

We also touch on SpaceX’s reported $60 billion acquisition of Cursor and its connection to AI development... And the big debate: is SpaceX better suited for short-term traders or long-term holders?

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TIMESTAMPS

0:00 SpaceX IPO Shockwave
2:31 Massive Unlock Ahead
6:38 Cursor Deal Explained
9:51 Float and Sell Pressure
13:25 Who Sells First?
15:24 Six-Month Price Outlook
18:24 Long-Term Bull Case
20:26 Trillion Dollar Revenue
22:11 Elon’s Bigger Vision
26:35 Competitors 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

We discuss Leopold Aschenbrenner’s AI-focused portfolio, including his reported short on NVIDIA and large private investment in Anthropic.

We also cover NVIDIA’s bond offering and the idea that the AI infrastructure trade is shifting toward power, networking, and data-center buildout rather than just chips.

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🌌 LIMITLESS HQ ⬇️

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TIMESTAMPS

0:00 Leopold’s AI Portfolio
1:24 NVIDIA Short Explained
3:43 Bond Deal Breakdown
7:35 Why He Rotated
9:19 Anthropic Surprise Stake
12:19 Next Infrastructure Wave
14:28 Picking the Winners
17:55 Optics and Fiber Edge
22:00 Bubble or Not?
23:25 Energy Is the Bet
24:47 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

This is a turning point for AI. Today, we discuss Anthropic’s release and quick withdrawal of its Fable 5 and Mythos 5 AI models after a U.S. export-control notice raised national security concerns. 

We also cover the reported jailbreak, Amazon’s role in escalating the issue, and what the episode suggests about government involvement in access to frontier AI models.

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TIMESTAMPS

0:00 Intro
1:16 The Government Pulls Fable
5:26 Frontier Goes Backward
9:36 Amazon Sounds the Alarm
11:33 Types of Jailbreaks
14:55 Frontier Labs Logic
18:00 Politics and Security
27:29 History Is Happening Now

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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.

This Week in AI, we discuss SpaceX as a possible buy ahead of a major IPO, focusing on its valuation, Starlink growth, and the company’s plans for space-based AI data centers. 

We also cover OpenAI’s reported data center deal and S-1 filing, Anthropic’s Fable 5 model, and Apple’s WWDC updates on Siri.

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NEWSLETTER:    https://limitlessft.substack.com/
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TIMESTAMPS

0:00 SpaceX IPO Frenzy
3:19 AI Data Centers in Space
8:38 Starlink’s Explosive Growth
14:26 Hardware Scaling Advantage
17:00 Valuing SpaceX’s Future
22:09 OpenAI’s Gigawatt Gamble
26:40 Fable 5 and Safety
29:35 Siri’s Big Comeback
33:18 Closing Thoughts and Reactions

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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

AI Loops have taken over our timeline as a more autonomous way of using AI models, alongside prompting, agents, and harnesses. 

Today, we compare practical use cases, note how AI runtimes have expanded to hours or days, and talk about costs, enterprise limits, and the human role in higher-level work.

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TIMESTAMPS

0:00 AI Autonomy Ladder
1:49 From Prompts to Agents
4:59 Understanding AI Loops
10:35 Why Autonomy Is Rising
15:46 Human Taste Still Matters
20:38 The Cost of Intelligence
25:25 Recursive Self-Improvement
27:32 Four Rungs Explained
29:41 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

Today, we discuss Anthropic’s new model release, focusing on the balance between stronger AI capabilities and tighter safety restrictions. Let's unpack some demos of visual reasoning, gaming, and enterprise use cases, along with benchmark results and limits around biology, chemistry, and cybersecurity.

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TIMESTAMPS

0:00 Anthropic’s New Frontier
2:24 Examples
8:04 Demos
13:58 Benchmark Stats
17:33 The Mythos Model
25:37 Pricing and Compute Limits
28:57 Long-Horizon Workflows

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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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.

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

This year, we got what we came for. Apple’s WWDC 2026 focused on improving AI, especially Siri’s new capabilities, on-device models, and privacy-centered request handling. 

With new AI features in Photos, Apple Maps’ 3D Gaussian splats, and Apple’s broader position in consumer AI, maybe Apple AI will finally come through.

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TIMESTAMPS

0:00 Apple WWDC 2026
2:15 Siri Gets Context
7:45 Developer AI Unlock
11:35 New Practical Features
14:30 Under the Hood
21:29 Photos and Maps
25:51 Future Hardware Plans
30:21 Apple’s Long-Term Bet
31:21 Tim Cook’s Legacy

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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