Limitless: An AI Podcast

THIS WEEK IN AI: Microsoft Build, NVIDIA at Computex, New Glenn Explosion 05.06.2026 32p

Today, we're covering Microsoft Build, including its new AI models and concept hardware, as well as NVIDIA’s latest announcements at Computex. We also discuss Blue Origin’s New Glenn test failure, Cloudflare’s bot traffic data, and updates from OpenAI, Grok, and Google.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 Microsoft’s AI Hardware7:07 Nvidia’s Hardware Blitz11:53 Jensen's Next Pick14:11 Blue Origin New Glenn Failure17:15 Bots Outnumber Humans20:39 OpenAI’s Compute Crunch27:11 Grok’s New Coding Layer29:45 Google Raises More Cash------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Hijacking Instagram: Behind The Massive AI Exploit 04.06.2026 24p

A Meta AI account-recovery exploit let attackers trigger password reset links for Instagram and Facebook accounts through social engineering.With this backdrop, we explore security risks for AI systems, including prompt injection, and close with advice on stronger authentication and safer account practices.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 Meta AI Hack2:35 How The Scam Worked5:11 Two-Factor Fails7:57 The Confused Deputy9:30 Meta’s Security Failure13:18 White House Response17:32 How To Protect Yourself22:14 Bigger AI Threats23:55 Closing Thoughts------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

SpaceX, OpenAI, and Anthropic IPOs: AI's Reckoning 03.06.2026 27p

SpaceX, OpenAI, and Anthropic have all filed for their upcoming IPOs. This speaks pretty heavily to the scale of projectedAI capital spending.We also cover changing index rules, the size of the raises compared with past market cycles, and Anthropic’s revenue growth and business case.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 IPOs and AI Spending Surge1:30 SpaceX Leads the Filing Rush3:39 Index Rules Bend for IPOs7:13 Anthropic’s Explosive Growth12:24 Google Raises War Chest17:52 OpenAI Joins the Race19:26 Physical Limits on AI Buildout22:54 Robotics and Orbital Data Centers23:30 Which IPOs Excite Them Most26:36 Closing Thoughts and Wrap-Up------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Dell's Comeback is the Perfect AI Case Study 02.06.2026 28p

We discuss Dell’s incredibly impressive price action rally, after its focus on AI infrastructure, and NVIDIA’s latest hardware announcements. We also cover the push toward local and private AI use, along with Dell’s earnings and strong AI server sales.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 Dell’s AI Comeback1:34 Private to Public2:18 Picks and Shovels4:19 Vera Rubin Goes Live7:02 AI on Your Desktop10:16 The New Laptop War13:01 Open Source Strategy16:10 The Bubble Landscape19:02 Trump's Involvement22:24 Why Dell Matters26:09 Consumer AI Hardware------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

THIS WEEK IN AI: Pope Approves Anthropic, Comparing AI Plans, Starcloud SpaceX Partnership 29.05.2026 23p

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/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 Meta’s New AI Subscriptions2:51 Comparing Subscription Tiers9:23 Meta’s Revenue Pressure10:30 SpaceX Goes Orbital AI13:42 Cognition's Big Raise15:37 The AI Pope18:37 New Benchmarks, New Winners20:30 Snowflake’s SaaS Comeback------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

How Gavin Baker Invests in AI, and Where the Bubble is Going Next 28.05.2026 29p

In this episode, we discuss Gavin Baker’s view that AI is a super cycle, with the biggest opportunities in infrastructure, chips, memory, and power rather than software. It's interesting to pit him against Leopold Aschenbrenner, who has taken a higher octane approach to similar overarching theses. Gavin's portfolio includes Astera Labs, Cerebras, NVIDIA, Micron, and Unity Software. DYOR!------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 AI Infrastructure Thesis1:47 Gavin’s Track Record2:57 Bottlenecks in Chips5:26 Unity and World Models7:40 Inference11:20 Four AI Constraints17:35 Energy and Space Compute19:08 This Isn’t Dot-Com24:10 Supply Constraints26:06 Conclusion------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Encouraging Athletes to Take Steroids: Bryan Johnson's Enhanced Games 26.05.2026 23p

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.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 Enhanced Games Unveiled2:58 Can Drugs Break Records?5:34 Rules, Stacks, Side Effects7:59 Ethics Of Enhancement9:47 Natural Winners14:12 The Business17:35 Biotech Acceleration21:31 What It Means For Sports------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

The Story of Cursor: The Fastest AI Company and Massive Comeback 25.05.2026 21p

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.------TIMESTAMPS0:00 The Cursor Story1:54 The Harness Moat4:51 Budgets and Data8:59 The Deals12:31 The Vision14:58 Concerns17:23 Final Takes------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

ROUNDUP: Anthropic Pays Elon $45B, SpaceX Files $1.75T IPO, Claude Mythos Hacks Apple 22.05.2026 28p

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.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS00:00 SpaceX Partners With Anthropic06:43 Anthropic's Shocking News08:55 SpaceX IPO Filing Here!14:12 The New Youngest Billionaire17:48 Claude Mythos Hacked Apple21:30 China Summit Failure?24:34 OpenAI IPO FIling This Week??25:25 Andrej Joins Anthropic------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Google I/O 2026: Their Next Big Thing Is Finally Here 20.05.2026 29p

🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------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.------TIMESTAMPS0:00 Google i/o1:00 Omni’s World Model3:24 Gemini Flash13:48 Gemini Spark17:12 AI Search19:49 Google AI Pro21:24 AI Strategy Dilemma23:58 Glasses and Hardware26:37 Closing------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Leopold is Back: 13F Filings Reveal a New Bet 18.05.2026 31p

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.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------POLYMARKET | #1 PREDICTION MARKET 🔮https://bankless.cc/polymarket-podcast------TIMESTAMPS0:00 Leopold the Bear1:26 Massive Semiconductor Short3:35 CoreWeave and Energy6:08 Changing Thesis9:30 The Strategy12:07 New AI Bottleneck16:31 Where the Trade Breaks20:38 Retail Versus Trader23:58 Energy and Infrastructure 25:59 Stack-Wide Opportunity28:25 Closing------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

THIS WEEK IN AI: Google's AI Laptop, Everyone Goes to China, Thinking Machines 14.05.2026 32p

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.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 Googlebook6:48 Google’s SpaceX Deal10:51 Isomorphic Labs15:19 Robot Giants17:16 Thinking Machines21:45 Anthropic’s Voided Deals25:19 China Summit29:56 Leopold Next------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Memory Could Be the Last Great Investment of this AI Cycle 13.05.2026 24p

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.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 Memory Companies5:03 Inference Demand6:52 Supply Constraints10:58 Key Players14:55 Market Conditions20:04 Forecasting23:31 Closing------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Cerebras IPO: The Tech Breakthrough That Could Change Everything 12.05.2026 22p

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.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 Intro1:30 Cerebras Chip Design3:22 OpenAI's Investment5:29 IPO7:37 Inference vs. Training11:59 Memory13:34 Distribution16:17 The Bear Case18:04 The IPO Landscape20:50 Investment Strategies22:04 Closing Thoughts------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

THIS WEEK IN AI: Anthropic SpaceXAI Deal | Elon vs OpenAI Trial 08.05.2026 29p

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 ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 SpaceXAI Anthropic Deal9:43 Elon vs OpenAI Trial15:39 Anthropic Templates21:23 Google Anthropic's Deal24:58 Audio AI26:08 Robotics27:07 Hantavirus28:39 Closing------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Making Sense of the AI Cycle: Where are We Now? 07.05.2026 29p

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 ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 AI Investment Insights3:40 Flow of AI Capital5:46 The AI Layer Stack9:47 Rise of Agentic AI12:29 Demand for CPUs14:33 Memory20:54 AI Infrastructure24:19 Navigating the AI Market------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

The OpenAI Phone is Coming... With an AI Operating System 06.05.2026 26p

OpenAI's phone, led by iPhone architect Jony Ive, is set to launch in 2027-2028. With a goal of shipping 40 to 50 million units, we explore the implications of an AI-first operating system that redefines user interaction.We compare OpenAI's consumer-focused strategy to Anthropic's enterprise approach, discuss the challenges of competing with Apple, and ponder the hurdles for user adoption.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 OpenAI Phone1:28 Features and Design3:01 AI Operating System5:10 Supply Chain and Production Concerns6:09 Johnny Ive's Design Influence8:58 Market Competition and Consumer Interest11:53 OpenAI's Strategic Roadmap14:27 Anthropic’s Shift to Financial Services20:20 Comparing OpenAI and Anthropic24:39 Future of AI-First Hardware25:40 Final Thoughts and Speculations------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Everyone Needs to Use OpenAI Codex... Until Claude Mythos Comes Out 05.05.2026 31p

Let's examine the fierce competition between AI coding tools Anthropic's Claude and OpenAI's Codex. As Codex emerges with robust updates, we discuss user experiences and showcase demos comparing game development and dashboard creation. Highlights include Codex's superior interface and innovative features like auto-review and Chronicle. We also explore the broader implications for AI integration in coding tasks.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 Claude vs Codex3:25 Image Generation Capabilities4:52 Long Horizon Autonomy8:55 Chronicles10:19 Demo16:49 Dashboard Creation Challenge20:30 The AI Model Harness Explained24:27 The Future of AI Tools26:20 Claude Mythos27:26 Verdicts------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

THIS WEEK IN AI: Massive Quarterly Earnings, Anthropic's Project Deal, Cursor SDK 01.05.2026 38p

We tackle the strong earnings reports from Google, Amazon, Meta, and Microsoft, propelled by AI and cloud growth. Google sees a 94% earnings per share surge, while Amazon's AWS boasts 28% growth. Meta raises revenue by 33% through AI advertising, and Microsoft reports a 40% increase in Azure. We also discuss innovative AI projects like Anthropic’s transaction trial and 11 Labs’ music licensing.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 Earnings in Tech History3:41 Google6:22 Amazon10:15 Cash Flow14:47 Meta18:16 Microsoft22:22 Apple26:07 Anthropic Project Deal28:06 Cursor's AI Agent Harness30:06 Eleven Labs38:16 Closing------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

The Trial Begins: Elon vs Sam Altman 30.04.2026 22p

The courtroom showdown between Elon Musk and Sam Altman over OpenAI has begun, with stakes hitting $850 billion and potential damages of $134 billion. As Musk claims he was foundational to OpenAI’s success, Altman’s defense counters with narratives of Musk's bitterness following his exit. We uncover intriguing diary entries from co-founder Greg Brockman that cast doubt on OpenAI's nonprofit ideals.------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 The Trial of the Decade1:51 The Power Struggle2:55 Testimonies Begin5:56 The Smoking Gun7:48 Compelling Arguments13:51 The Stakes of the Trial16:56 Peter Thiel's Perspective19:35 The PR Implications20:58 Closing Thoughts------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠