In this episode, we discuss the Enhanced Games in Las Vegas, where athletes were allowed to use performance-enhancing drugs under medical supervision, including the event format, prizes, and rules. 

We also highlight a new world record swim in the men’s 50-meter freestyle, other event winners, and the mixed results for enhanced versus natural athletes. Finally, we look at the event’s business side and its connection to biotech, AI, and future enhancement and medicine.

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TIMESTAMPS

0:00 Enhanced Games Unveiled
2:58 Can Drugs Break Records?
5:34 Rules, Stacks, Side Effects
7:59 Ethics Of Enhancement
9:47 Natural Winners
14:12 The Business
17:35 Biotech Acceleration
21:31 What It Means For Sports

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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

Things people aren't talking about enough: Cursor’s rapid growth, its role as an AI coding harness, and the data and training advantages that may support its moat. 

With the reported SpaceX and xAI deal, there's a real possibility of combining Cursor with Grok and large-scale compute.

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TIMESTAMPS

0:00 The Cursor Story
1:54 The Harness Moat
4:51 Budgets and Data
8:59 The Deals
12:31 The Vision
14:58 Concerns
17:23 Final Takes

------
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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

Three of the biggest deals in AI history all hit in the last 48 hours. SpaceX filed for a $1.75 trillion IPO, the biggest ever. Anthropic signed a deal to pay Elon $1.25 billion a month to train Claude on his GPUs, $45 billion total through 2029. And Anthropic is now projected to be profitable by next month, beating OpenAI to it.
We break down the S1 filing, the 30% retail float, the insider unlock structure, and why Antonio Gracias is about to become absurdly wealthy. Then we get into Cursor's $60 billion acquisition by SpaceX, why Michael Truell is about to be the youngest billionaire alive, and how Composer 2.5 (built on an open-source Kimi base) is beating Opus 4.7 and GPT 5.5 at a fraction of the cost.
Plus: Claude Mythos cracking Apple's M5 chip in five days for $35,000, China's GPU race, OpenAI's rumored IPO filing, and Karpathy joining Anthropic.

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TIMESTAMPS

00:00 SpaceX Partners With Anthropic
06:43 Anthropic's Shocking News
08:55 SpaceX IPO Filing Here!
14:12 The New Youngest Billionaire
17:48 Claude Mythos Hacked Apple
21:30 China Summit Failure?
24:34 OpenAI IPO FIling This Week??
25:25 Andrej Joins Anthropic

------
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

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Google I/O 2026 was packed full of announcements, but we need to determine whether the company is keeping pace with OpenAI and Anthropic. 

We cover Gemini Omni, Gemini 3.5 Flash, and Gemini Spark, along with Google’s updates to Search, YouTube Search, and its new AI glasses. Let's  examine Google’s broader product strategy and see if it merits its spot as one of the largest companies in the world.

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TIMESTAMPS

0:00 Google i/o
1:00 Omni’s World Model
3:24 Gemini Flash
13:48 Gemini Spark
17:12 AI Search
19:49 Google AI Pro
21:24 AI Strategy Dilemma
23:58 Glasses and Hardware
26:37 Closing

------
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

Leopold Aschenbrenner is back with his latest 13F filing and his sharp shift from bullish to bearish on major AI and semiconductor names like NVIDIA, AMD, and Broadcom. 

Although these positions date back to Q1, we can use this to explore his long positions in power, infrastructure, and data center-related companies. More importantly, we need to find out where the puck is moving next.

------
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POLYMARKET | #1 PREDICTION MARKET 🔮
https://bankless.cc/polymarket-podcast

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TIMESTAMPS

0:00 Leopold the Bear
1:26 Massive Semiconductor Short
3:35 CoreWeave and Energy
6:08 Changing Thesis
9:30 The Strategy
12:07 New AI Bottleneck
16:31 Where the Trade Breaks
20:38 Retail Versus Trader
23:58 Energy and Infrastructure 
25:59 Stack-Wide Opportunity
28:25 Closing

------
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

This week, we saw Google’s new AI-focused laptop, Gemini’s growing role across Google services, and Google’s reported work with SpaceX on space-based data centers. 

We also cover Isomorphic Labs’ $2.1 billion raise, a Chinese mecha robot, and new developments from Thinking Machines Labs, Anthropic, OpenAI, and the Sam Altman-Elon Musk disputes.

------
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TIMESTAMPS

0:00 Googlebook
6:48 Google’s SpaceX Deal
10:51 Isomorphic Labs
15:19 Robot Giants
17:16 Thinking Machines
21:45 Anthropic’s Voided Deals
25:19 China Summit
29:56 Leopold Next

------
RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

------
Not financial or tax advice. See our investment disclosures here:
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There has been a surge in memory stocks and memory ETFs, with AI inference demand reshaping the market and perhaps reshaping the entire memory industry. 

Micron, SK Hynix, and Samsung are interesting plays with their supply constraints, rising memory needs, and signs that shortages are starting to affect consumer devices.

------
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------
TIMESTAMPS

0:00 Memory Companies
5:03 Inference Demand
6:52 Supply Constraints
10:58 Key Players
14:55 Market Conditions
20:04 Forecasting
23:31 Closing

------
RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

------
Not financial or tax advice. See our investment disclosures here:
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Cerebras is an AI chip company set for a groundbreaking IPO, and its revolutionary chip that could accelerate the development of AGI from 15 years to just 5. 

We explore the implications of their unique chip architecture within the context of their partnership with OpenAI. As Cerebras positions itself to raise $4.8 billion, we analyze how its innovations could disrupt NVIDIA's monopoly and shape the future of the AI market.

------
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TIMESTAMPS

0:00 Intro
1:30 Cerebras Chip Design
3:22 OpenAI's Investment
5:29 IPO
7:37 Inference vs. Training
11:59 Memory
13:34 Distribution
16:17 The Bear Case
18:04 The IPO Landscape
20:50 Investment Strategies
22:04 Closing Thoughts

------
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

There's now a surprising alliance between SpaceX and Anthropic, as they team up to challenge OpenAI after Musk’s unexpected pivot from criticism to collaboration. The $5 billion deal for Anthropic to utilize SpaceX's Colossus One data center aims to meet their escalating compute demands. 

We also discuss Anthropic's new AI templates for financial services, a significant $200 billion Google partnership, and other industry developments like floating data centers.

------
🌌 LIMITLESS HQ ⬇️

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------
TIMESTAMPS

0:00 SpaceXAI Anthropic Deal
9:43 Elon vs OpenAI Trial
15:39 Anthropic Templates
21:23 Google Anthropic's Deal
24:58 Audio AI
26:08 Robotics
27:07 Hantavirus
28:39 Closing

------
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're analyzing the soaring performance of semiconductor stocks fueled by the AI boom, spotlighting gains from SanDisk and Micron. With the substantial increase in tech giants' capital expenditure projections, now exceeding $800 billion, we can project out the trickle-down effects across the layers of the AI ecosystem. 

From potential bubble concerns, insights from thought leaders, and the future of memory supply in powering AI applications, we're going to get to the bottom of this AI cycle.

------
🌌 LIMITLESS HQ ⬇️

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------
TIMESTAMPS

0:00 AI Investment Insights
3:40 Flow of AI Capital
5:46 The AI Layer Stack
9:47 Rise of Agentic AI
12:29 Demand for CPUs
14:33 Memory
20:54 AI Infrastructure
24:19 Navigating the AI Market

------
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