In the Loop AI

 The fallout from Meta's $2 billion acquisition of AI startup Manus, haz beencomplicated by the founders' detention in China and a government order to reverse the deal. 

We discuss the implications for US-China relations, the rise of China’s independent AI ecosystem, and the strategic challenges facing Meta CEO Mark Zuckerberg.

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🌌 LIMITLESS HQ ⬇️

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TIMESTAMPS

0:00 Intro
1:13 China's Bold Move
3:57 The Stakes for Meta
5:15 China's Strategy Shift
12:46 China's Energy Advantage
13:38 Open Source Models
19:22 The Future of Meta and China
21:19 AI as a Bargaining Chip

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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 20-min convo with the General Partner of USVC explains how you can invest in Anthropic, OpenAI, and other private deals.

Until now, it's been extremely difficult to invest in SpaceX if you're not an accredited investor.

USVC is trying to change that.
$500 minimum. No accreditation.

A real fund holding:
- SpaceX (20% via xAI)
- Anthropic
- OpenAI
- Crusoe, Vercel, Sierra, Legora

We unpacked:
- the backlash
- how the fee structure actually works
- why NAV matters (a lot)

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TIMESTAMPS

0:00 Intro
0:47 The Purpose of USVC
3:02 NAV and Pricing
8:20 OpenAI Case Study
10:02 AngelList
12:07 Fee Structure Explained
14:03 Portfolio Overview
17:57 Roadmap

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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

Big week this week. We discuss the launch of OpenAI's ChatGPT 5.5, showcasing its exceptional coding and problem-solving capabilities that surpass competitors like Claude Mythos. Highlights include its implications for fields like mathematics, innovative applications such as a space mission simulator, and a 3D dungeon game. 

We also cover industry news on SpaceX's partnership with Cursor, Amazon’s investment in Anthropic, and emerging competition from Chinese open-source models.

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🌌 LIMITLESS HQ ⬇️

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RSS FEED:           https://limitlessft.substack.com/

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TIMESTAMPS

0:00 Launch of ChatGPT 5.5
4:53 Comparing with Mythos
5:30 Inference and Pricing
7:27 New Applications
11:04 Impressive Capabilities
13:01 Beyond Coding
15:30 SpaceX Partnership
25:23 Anthropic's Funding
26:35 Rise of Open Source Models
28:12 Anthropic vs Figma
30:44 President's Comments on AI

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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 explore the game-changing release of Claude Mythos and NVIDIA's Blackwell chip, a leap toward artificial general intelligence (AGI). We discuss AI hardware evolution, the rise of "neoclouds," and the ethical implications of Mythos.

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🌌 LIMITLESS HQ ⬇️

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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 Claude Mythos
1:18 The Power of Hardware
3:56 The Evolution of AI Models
5:55 Accelerating Towards AGI
9:41 Defining AGI and Its Implications
14:59 The GPU Market Dynamics
17:26 The Role of Neoclouds
19:06 Inference and Its Importance
19:56 Future Prospects and Challenges

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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

OpenAI's GPT Images 2.0 is out, and it's pretty wild what it can do. 

Remember ghibli-gate? Remember when it couldn't write words? Things are changing so fast these days.

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🌌 LIMITLESS HQ ⬇️

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TIMESTAMPS

0:00 ChatGPT Images 2.0 Unveiled
2:24 Realism
4:42 Design Applications
6:59 Professional Use
8:55 The Risks of Misinformation
16:27 Benchmarks
18:37 Digital and Physical Worlds
22:55 The Future of Visual AI
25:03 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

Wow. It's finally happening. Tim Cook is resigning as Apple CEO after 15 transformative years, during which the company experienced a 2,000% stock increase and reached a $4 trillion market cap. 

We examine the challenges Apple faces in the AI sector and the potential of new CEO John Ternus to revitalize hardware innovation. With Cook's departure highlighting a shift in leadership, we reflect on his legacy and the exciting possibilities for upcoming AI-driven products.

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🌌 LIMITLESS HQ ⬇️

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APPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED:           https://limitlessft.substack.com/

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TIMESTAMPS

0:00 Tim Cook Steps Down
1:10 The AI Challenge
2:28 Meet John Ternus
6:44 Apple's Biggest Challenges
12:29 Apple's $1 Billion Deal
13:47 The Hardware Advantage
17:55 Potential New AI Devices
20:52 Transitioning Leadership
21:26 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

Big Week in AI. We discuss Anthropic's Opus 4.7, its most advanced AI model, which surpasses GPT 5.4 but is overshadowed by the upcoming Claude Mythos. We cover Allbirds' surprising stock surge after pivoting to GPU provision, and highlight trader Leopold Aschenbrenner's $2.5 billion gains in AI investments.

We also touch on Microsoft's partnership with Anthropic and U.S. national security concerns regarding AI. Finally, we introduce an innovative gene control device, reflecting on the rapid advancements in technology.

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🌌 LIMITLESS HQ ⬇️

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TIMESTAMPS

0:00 Opus 4.7 Release Review
13:02 Microsoft and Claude Integration
14:39 Allbirds' AI Pivot
16:39 Leopold Update
19:57 Jensen Huang Plays Defense
25:23 Spacex Engineers Spinning Out
29:29 Closing Thoughts

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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

Let's explore the world of claws: tools that streamline digital tasks into a single interface. By comparing offerings from Anthropic, OpenAI, and Google, we determine which is the best for you to use.

Highlights include the user-friendly OpenClaw and Claude for task automation, Meta's acquisition of Manus for AI marketing, and Perplexity’s model-agnostic approach.

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🌌 LIMITLESS HQ ⬇️

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TIMESTAMPS

0:00 Claws 101
3:57 OpenAI
5:16 Anthropic
8:00 Meta Manus
10:46 Perplexity
14:00 Opensource
14:26 Customizing OpenClaw
18:04 Real-World Applications 
19:10 AI Integration
22:35 See Ya!

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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

Let's explore the dynamic space industry, highlighting NASA's $20 billion Moon settlement investment, SpaceX's $1.75 trillion IPO, and Amazon's $11.6 billion Global Star acquisition. 

We discuss NASA's successful Artemis 2 mission, rising private players like Rocket Lab, and innovations in lunar infrastructure and satellite imagery.

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🌌 LIMITLESS HQ ⬇️

NEWSLETTER:    https://limitlessft.substack.com/
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RSS FEED:           https://limitlessft.substack.com/

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TIMESTAMPS

0:00 Space Industry Breakthroughs
1:52 Comparing NASA and SpaceX
2:51 The Space Economy's Growth
7:40 Amazon's Strategic Moves
11:55 Lunar Infrastructure Opportunities
14:50 Satellite Imagery
16:05 Future of Space Investments
19:38 Recap 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

Apple's rumored upcoming AI glasses, codenamed N50, are set to redefine wearable tech with a display-less design and enhanced Siri integration. We analyze the competitive landscape, focusing on Meta's Ray-Ban smart glasses and emerging rivals from Snap and Google.

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🌌 LIMITLESS HQ ⬇️

NEWSLETTER:    https://limitlessft.substack.com/
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RSS FEED:           https://limitlessft.substack.com/

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TIMESTAMPS

0:00 Apple’s AI Glasses
3:21 Apple’s Supply Chain
6:24 The Foldable iPhone
9:02 The Future of AI Glasses
11:34 Meta’s Struggles in Hardware
16:01 Google’s New Approach
19:36 Market Potential and Competition
22:58 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