
Sign up to save your podcasts
Or


We need to discuss Meta’s new subscription plans for Instagram, Facebook, WhatsApp, and AI. Then we'll compare them with offerings from Google, Claude, ChatGPT, and X. Can Meta justify its AI spending? If not, what possible fallback strategies can they lean on?
We also explore StarCloud’s planned orbital data center, Cognition’s funding round, a new agentic coding benchmark, Pope Leo’s AI manifesto, and Snowflake’s post-earnings stock jump.
------
🌌 LIMITLESS HQ ⬇️
NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED: https://limitlessft.substack.com/
------
TIMESTAMPS
0:00 Meta’s New AI Subscriptions
2:51 Comparing Subscription Tiers
9:23 Meta’s Revenue Pressure
10:30 SpaceX Goes Orbital AI
13:42 Cognition's Big Raise
15:37 The AI Pope
18:37 New Benchmarks, New Winners
20:30 Snowflake’s SaaS Comeback
------
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
By Limitless4.8
7272 ratings
We need to discuss Meta’s new subscription plans for Instagram, Facebook, WhatsApp, and AI. Then we'll compare them with offerings from Google, Claude, ChatGPT, and X. Can Meta justify its AI spending? If not, what possible fallback strategies can they lean on?
We also explore StarCloud’s planned orbital data center, Cognition’s funding round, a new agentic coding benchmark, Pope Leo’s AI manifesto, and Snowflake’s post-earnings stock jump.
------
🌌 LIMITLESS HQ ⬇️
NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED: https://limitlessft.substack.com/
------
TIMESTAMPS
0:00 Meta’s New AI Subscriptions
2:51 Comparing Subscription Tiers
9:23 Meta’s Revenue Pressure
10:30 SpaceX Goes Orbital AI
13:42 Cognition's Big Raise
15:37 The AI Pope
18:37 New Benchmarks, New Winners
20:30 Snowflake’s SaaS Comeback
------
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

543 Listeners

1,095 Listeners

1,207 Listeners

904 Listeners

740 Listeners

1,842 Listeners

1,051 Listeners

237 Listeners

10,177 Listeners

563 Listeners

134 Listeners

594 Listeners

146 Listeners

485 Listeners

32 Listeners