This week felt like the moment tools turn into infrastructure. OpenAI’s model hit a perfect 12/12 in a human coding contest and GPT-5 Codex can think in parallel for hours, which hints at agents doing the work while we set direction. We also trace what people actually use AI for, the “scheming” worry in alignment, China’s GPU push and Oracle’s giant bet, YouTube’s VO3, and why Google + Coinbase’s open payments could be the first rails for the agent economy. Twenty minutes; the signal without the noise.

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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
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TIMESTAMPS

00:00 Topic1
02:26 Topic 2
05:51 Topic 3
08:28 Topic 4
09:57 Topic 5
12:57 Topic 6
14:16 Topic 7
15:56 Topic 8
17:00 Topic 9

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RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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

In this episode, we cover the launch of Meta's Meta Ray-Ban Displays at the Meta Connect event, featuring a 46-megapixel camera and 18-hour battery life. Ejaaz and Josh discuss the technology's practicality, Zuckerberg's vision, and other devices like the Oakley Meta Vanguard glasses. We explore the future of ambient computing and invite listeners to share their thoughts on these innovations. Join us for a dynamic conversation on wearable tech!

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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
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TIMESTAMPS

0:00 Meta's New AI Glasses Unveiled
2:52 Initial Reactions to the Meta Ray-Ban
5:23 The EMG Neural Wristband Explained
8:01 Exploring the Technical Features
12:00 User Experience Insights
15:27 The Demos: Successes and Failures
18:06 Live Translation Feature Discussion
19:27 The Fail Demos: A Closer Look
30:16 Other Products Announced at Meta Connect
38:09 Are Glasses the Final AI Form Factor?
38:56 The Future of AI Consumer Devices

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RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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

In this episode, we discuss Tesla's groundbreaking AI5 chip, touted by Elon Musk to be 40 times more powerful than its predecessor, and its potential to revolutionize products like Robotaxis and the Optimus robots.

Additionally, we highlight the Megablock energy system, designed to unlock 50% of unused energy and revolutionize the energy industry. Join us as we examine Musk’s ambitious vision for a synergistic Tesla ecosystem.

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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
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https://x.com/LimitlessFT

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TIMESTAMPS

0:00 The Rise of Tesla's AI Chips
1:33 The AI Chip Industry
9:32 Batteries of the Future
16:15 Powering the Future with Megapacks
20:44 Revolutionizing Energy Distribution
22:16 Community Engagement and Feedback

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RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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

In this episode, we explore Apple's much-anticipated hardware event, highlighting key announcements like the iPhone, Apple Watch, and AirPods. Our hosts discuss the innovative features of the AirPods Pro 3, the sleek design of the iPhone Air, and the impressive camera of the iPhone 17 Pro, while questioning battery life compromises. They also critique the minimal updates for the Apple Watch Series 11 and speculate on Apple's future in AI with the new A19 Pro chip. Join us as we unpack the excitement and shortcomings of this year's hardware showcase.

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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT

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TIMESTAMPS

0:00 Apple Unveils Flagship Devices
0:47 AI Features in AirPods Pro 3
3:33 Exciting iPhone Air Innovations
4:49 The iPhone 17 Pro Unveiled
11:54 Cooling Technology Breakthroughs
19:29 Camera Upgrades and Features
21:24 AI Potential in New Devices
24:25 Speculations on Apple's Future AI
25:49 Additional Hardware Announcements
28:32 Recap and Final Thoughts

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RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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

In this episode, we explore SpaceX's $17 billion mobile spectrum acquisition enabling cellular service via Starlink, challenging major carriers. We discuss OpenAI's new Jobs Platform connecting businesses with AI-skilled individuals, along with updates to the ChatGPT interface that enhance interactivity. 

Additionally, we cover Microsoft's $17 billion partnership with Nebius for AI infrastructure and Atlassian's $610 million acquisition of The Browser Company, signaling a shift in productivity tools. Stay tuned for our next episode featuring Apple’s latest tech announcements!

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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT

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TIMESTAMPS

0:00 SpaceX's Bold Acquisition
0:52 OpenAI's LinkedIn Competitor
10:52 The AI Job Platform
13:50 Advancements in ChatGPT
16:07 OpenAI's Spending Surge
21:57 Microsoft Acquires Nebius
24:36 The Browser Company Acquisition
29:43 Wrapping Up This Episode

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RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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

OpenAI just notched a real biology win: a tiny 4B-parameter model (“GPT-4B-micro”) designed Yamanaka-factor protein variants that jumped lab hit rates from ~0.1% to 30–50% in tests with Retro Biosciences. We unpack how a small, domain-tuned GPT can actually reprogram cells, what partial vs full age reversal could mean, and why this points to personalized longevity. We contrast OpenAI’s approach with Google’s AlphaFold push and outline the road from early results to therapies (think years of trials, roughly 7–12). If you want the fountain-of-youth story grounded in mechanisms, math, and lab-verified results, this episode is it.

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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT
------

TIMESTAMPS

0:00 The Fountain of Youth Unveiled
1:17 Understanding Yamanaka Factors
5:16 Breakthrough with AI Protein Design
8:41 The Implications of Reversing Aging
15:12 Aging as a Disease
19:04 The Future of AI in Science
20:55 The Path to Age Reversal
21:50 Exciting Developments Ahead

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RESOURCES

OpenAI Paper: https://openai.com/index/accelerating-life-sciences-research-with-retro-biosciences/

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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

In this episode, we dive into the AI industry's game of thrones, highlighting Meta's $25 billion investment in Superintelligence Labs, now facing mass executive departures. 

We explore Sam Altman’s $1.1 billion acquisition at OpenAI, Anthropic's soaring valuation to $200 billion, and Apple's strategic recruitment amidst the chaos. 

We also discuss Elon Musk's XAI and recent code theft allegations, plus OpenAI's acquisition of Statsig to enhance its offerings.

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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT

------
TIMESTAMPS

0:00 AI Talent Wars Return
0:43 Meta's Talent Exit
2:13 Executive Departures Raise Concerns
5:06 The Value of Overpaying
6:23 Confidence in Meta's Future
7:20 Apple Poaches from Meta
8:27 XAI's Talent Issues
10:07 Fragility of Intellectual Property
13:39 OpenAI Acquires Statsig
15:42 Evaluating AI Model Effectiveness
18:22 Anthropic's Massive Valuation
20:35 Are We In a Bubble?
23:03 Grok Code's Rise to Prominence
27:38 Apple Enters the AI Arena
34:32 Upcoming Events in AI Tech

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RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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

In this episode, Dan Ives from Wedbush discusses the early stages of the AI revolution, introducing his AI Revolution ETF and forecasting a $2-4 trillion surge in tech capital expenditures. 

We explore key players like NVIDIA, the importance of semiconductors, and the potential for small-cap investments to thrive. Ives also highlights the intersection of AI and cryptocurrencies, offering bold predictions on future opportunities.

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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT

------
TIMESTAMPS

0:00 The AI Revolution Begins
0:51 Are We Too Late for AI?
4:23 The Fourth Industrial Revolution
6:53 Mapping the Capex Super Cycle
9:11 Risks on the Horizon
10:34 Understanding AI Spending
12:09 The AI Stack Explained
13:38 Building the AI House
16:02 Identifying Software Opportunities
19:10 Power Law Winners in AI
20:24 America vs. China in AI
23:08 The Software Layer's Golden Goose
25:58 Separating Substance from Noise
26:30 The Private Market Dilemma
43:19 The Convergence of AI and Crypto
45:10 How Rich Can We Get?

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RESOURCES

Dan: https://x.com/DivesTech

Ryan: https://x.com/RyanSAdams

Josh: https://x.com/Josh_Kale

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

SpaceX’s 10th Starship test wasn’t just about Mars—it spotlighted the overlooked story: Starlink. We break down the “idiot index” (materials vs. launch cost), the Mechazilla catch system and heat-shield progress, and why Starship-deployed Starlink V3 could add ~60 Tbps per launch—about 2.4M simultaneous 4K streams—with ~20–30 ms latency and direct-to-cell coverage. We cover what Flight 10 proved (the first successful “PEZ dispenser” deployment test) and what’s next: catching the upper stage and rapid turnaround. Finally, we zoom out to the second-order effects—from globe-spanning, minutes-long point-to-point travel to truly ubiquitous connectivity.

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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT
------

TIMESTAMPS

0:00 SpaceX Launch and Its Significance
1:49 The Idiot Index Explained
2:49 Starship's Reusability Goals
4:07 The Need for a Massive Rocket
7:01 Introduction to Starlink
7:54 Starlink's Current Capacity
11:52 Competition in Satellite Internet
13:19 Flight 10's Major Achievements
15:30 Understanding Flight 10's Success
19:36 Future of Space Travel
20:38 The Broader Implications of SpaceX
25:26 Closing Thoughts on SpaceX and Humanity

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RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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

Today we break down why Google just took the lead in AI after dropping “Nano Banana” (Gemini 2.5 Flash Image): instant, ultra-cheap, character-consistent image generation and surgical editing that now tops LM Arena, with real examples and cost math.
We show how Google’s stack—Gemini 2.5, Veo 3, Genie 3, AI Studio, and Notebook LM—feeds a single model loop that makes everything faster and better, and what that means for creators and workflows.
Then we hit Meta’s week: the Midjourney aesthetics deal, the rise of AI companions across Instagram, the rumored “Hypernova” glasses with wristband control, and the talent drama around huge hires leaving.
Finally, we preview what’s next (Gemini 3 and “Tech-tember” hardware season) and why the coming weeks could redraw the AI leaderboard.

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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
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------
TIMESTAMPS

00:00 Start
05:31 Cheaper, Faster, Better, Stronger
12:10 Meta Madness
16:32 Apple and Google Partner?
20:13 Meta Companions
25:47 New Meta Hardware!
28:23 Can This Possibly Work?
31:38 AI's Hardware Form Factor
33:14 The $150M Rug Pull

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RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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