This week in AI, we examine the economic implications of OpenAI CFO Sarah Fryer’s "backstop" proposal. We discuss Apple’s $1 billion AI partnership with Google, Google’s new Ironwood TPUs, and a novel AI personal device ring. We also cover Anthropic’s rise as an OpenAI competitor, Meta’s financial struggles, and Google’s plans for space using solar-powered AI data centers.

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TIMESTAMPS

0:00 OpenAI's Government Backstop
3:53 Government Bailouts
7:31 The AI Bubble
11:07 Apple and Google's AI Collaboration
13:11 Google's New TPU Ironwood
15:41 The Sandbar Ring
18:52 Anthropic Shows Life
22:27 Meta's Earnings
27:25 Google Space Compute
31:21 NASA On the Board

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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

Believe it or not, Google and Apple are undervalued. We discuss Google's aggressive AI investments and the potential to triple its market cap to $10 trillion, alongside Apple's cautious yet strategic approach leveraging local inference capabilities.

We explore the historical contexts, evolving relationships, and the investment potential that could defy market expectations. Be sure to subscribe and share!

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

0:00 Google and Apple: A Tale of Two Giants
0:51 The Bull Case for Google
15:45 The Disconnect with Apple
24:16 Apple’s Strategic AI Partnerships
27:42 Conclusion: Value Amidst Market Sentiment

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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 finally know what Ilya Sutskever saw, and why OpenAI’s chief scientist moved to oust Sam Altman. We unpack the newly released 52-page deposition: a year of plotting with Mira Murati, the board’s shock decision, and the near-walkout of 700 employees. Then we break down Sam’s $1.4T compute spree, that fiery BG2 exchange, and the only paths that might pay for it (ads? devices? an “AI cloud”?). If you care where AGI, OpenAI’s rumored IPO, and your data are headed, hit play.

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Substack:
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TIMESTAMPS

00:00 What Did Ilya See
04:04 The Deposition
08:01 Well That Was Unexpected...
13:37 The Viral Clip
19:13 Can $1T Actually Make Sense?
24:56 The OpenAI Ad Strategy
31:20 Are You Buying The IPO?

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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

🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
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NVIDIA's hits a historic $5 trillion all time high, and OpenAI is restructuring  Artificial General Intelligence (AGI) within a decade. We explore the implications of OpenAI's transition to a public benefit corporation and its partnership with Microsoft. Also featured is the OneX Neo humanoid robot for home use, Grokipedia, an AI-driven encyclopedia by Elon Musk's Grok, and the innovative X402 web standard for microtransactions. We conclude with insights on tech stock trends and express our gratitude to listeners.
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TIMESTAMPS

0:00 Intro
0:47 OpenAI's New Vision
4:53 Microsoft's Strategic Moves
8:53 Navigating AI Investments
10:17 Introducing Humanoid Robotics
18:13 Grokipedia Launches
25:37 x402
30:45 Space Data Centers
37:46 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

Tesla is one of a kind in autonomy, focusing on its benchmark autopilot and innovative neural networks that emulate human decision-making.

Tesla processes vast real-world and synthetic data to enhance adaptability in driving. They discuss the upcoming AI5 chip, set to transform Tesla's computing capabilities, and speculate on the economic implications of a future with humanoid robots and autonomous vehicles. 

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TIMESTAMPS

0:00 Intro
0:53 Behind the Scenes of Tesla
2:46 The Secrets of Neural Networks
6:51 The Curse of Dimensionality
7:57 Data Curation and Edge Cases
13:13 World Modeling and Simulation
16:15 The Future of Humanoid Robots
18:04 The Financial Landscape of Tesla
21:48 The AI5 Chip Revolution
25:38 Closing Thoughts on Autonomy

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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

In this episode of Limitless, we discuss algorithmic trading, showcasing AI models that doubled $10,000 investments in just two weeks. Highlighting six models with varying performances, DeepSeek and Quen achieved over 100% returns, while others like ChatGPT struggled. 

We discuss AI trading behaviors, ethical considerations, and the impact of blockchain transparency through platforms like Hyperliquid. As the experiment wraps up, listeners can look forward to more insights on the evolving integration of AI in finance.

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TIMESTAMPS

0:00 AI Models Can Make You Rich
1:01 Winners and Losers in Trading
1:57 Analyzing DeepSeek's Success
4:33 Insights from AI Trading Logs
8:49 Trading Models: Skill or Luck?
10:54 The Value of Public Data
17:20 How to Trade Like an AI
21:53 The Risks of Algo Trading
22:29 The Future of AI in Trading
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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

Amazon AI glasses, robots replacing 600,000 jobs, OpenAI Atlas, Anthropic Claude desktop app—here’s your rapid-fire Limitless AI Roundup. We debate whether Bezos’s glasses supercharge drivers or quietly train delivery robots, and why we both uninstalled Atlas (security, censorship, and UX deal-breakers). Inside the $10K-per-model trading battle, Quinn and DeepSeek surge while Grok and GPT stumble—and we call who’s likely to win next. Plus: Karpathy’s “AGI is ~10 years out” reality check, NVIDIA’s puzzling “GPUs in space,” XAI’s Grokipedia and steerable feed, and DeepSeek’s OCR breakthrough that 10× compresses long docs—stick around for the Sora invite code details.

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TIMESTAMPS

00:00 Amazon's Big AI Moves
08:02 AI Trading Winners and Losers
12:19 OpenAI Atlas Browser
18:38 Claude Browser
20:25 GPU's In Space??
24:01 Andrej And The Great Capex Bubble
31:29 Grokipedia
37:56 Deepseek OCR

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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

OpenAI's has a new browser. Atlas combines Google Chrome’s interface with ChatGPT's intelligence, and we discuss key features like browser memory and Agent Mode, allowing personalized experiences and task automation. 

Stick around for our live demo of Atlas's capabilities while debating its practicality for users. The conversation highlights Atlas's potential role in reshaping digital interactions, so let us know what you think!

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TIMESTAMPS

0:00 OpenAI's New Browser
1:25 Innovative Features of Atlas
2:47 Initial Reactions and Comparisons
3:42 Understanding Agent Mode
6:33 Voice Control and User Experience
8:28 Optimistic Outlook on AI Browsing
10:33 Live Demo of Atlas
14:03 Unique Use Cases for the New Browser
16:40 Exploring Search Capabilities
17:50 The Future of OpenAI's Browser
25:14 Conclusion and User 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 an exciting AI trading competition featuring six models, each tasked with maximizing returns using $10,000 on the Hyperliquid platform. Grok returned 500% in a day return and compare aggressive versus cautious trading strategies. 

They challenge traditional benchmarks with real-world performance insights and engage the audience in predicting the competition's outcome. This episode highlights the future potential of AI in finance and its accessibility for all.

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TIMESTAMPS

0:14 AI Trading Experiment Unleashed
1:24 The Rise of Grok
3:47 Insights into Market Psychology
6:48 Trading Platforms and Strategies
11:33 Analyzing AI Trading Methods
13:14 Risk and Leverage in Trading
17:31 Observations on Model Performance
22:24 Predictions for Future Performance
25:36 Audience Engagement and Closing Remarks
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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

This week: Anduril unveiled Eagle Eye, a real-life Call of Duty-style combat headset that gives soldiers x-ray vision, drone control, and 360-degree awareness, turning reality into a video game.

OpenAI made waves by allowing adult content in ChatGPT while simultaneously announcing plans to design its own AI chips with Broadcom, signaling full vertical integration. Meanwhile, Google’s AI discovered a potential breakthrough in curing cancer by identifying a protein link that boosts immune detection of tumors. To top it off, Google’s new Veo 3.1 model now generates stunning 30-second AI videos, marking another giant leap in creative AI.

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🌌 SORA CODES: DM US A SCREENSHOT ⬇️
https://x.com/LimitlessFT
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TIMESTAMPS

00:00 Intro to EagleEye
03:55 It Can See Through Walls?
09:26 OpenAI Erotica
16:51 An... Interesting Sora Cameo
18:20 OpenAI's Chip Domination
26:10 Google's Cancer Curing Update
33:25 Veo3.1 Is Amazing
36:19 Sora Code Giveaway!

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FOLLOW US

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