Limitless: An AI Podcast

Episoade

• 
  Why Claude Opus 5 is Our Favorite AI Model (For Now) 28.07.2026 26min

  Anthropic’s Claude Opus 5 is blowing us away with its visual and agentic capabilities, benchmark performance, and role as a strong general-purpose model. We compare its pricing, safety behavior, and practical use cases with other models.... And our verdict? This is the model you should use right now.------🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒https://developers.ledger.com/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless------🌌 LIMITLESS HQ ⬇️EMAIL US:            info@limitless.fmNEWSLETTER:    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 Opus 5 Launch2:41 Visual Demo Breakthroughs5:28 From Games to Workflows9:00 Arc AGI 3 Leap13:30 Choosing Opus vs Fable16:44 Agent Security and Safety18:12 Where Safety Lines Sit23:23 Open Models 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/disclosures⁠Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
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  THIS WEEK IN AI: NVIDIA Dominates Google | America vs Open Source | Tesla Starlink V5 24.07.2026 22min

  🌌 LIMITLESS HQ ⬇️EMAIL US:           lkwhit14@gmail.comNEWSLETTER:    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/------In another jam-packed week in AI, we discuss NVIDIA’s Vera Rubin chips, Google’s latest disappointments, and the competition between US frontier labs and Chinese open-source models. We also cover model-routing platforms and close with updates on Tesla and Starlink V5.------TIMESTAMPS0:00 AI Costs Crashing Down0:36 Vera Rubin Lands2:39 NVIDIA’s Market Edge5:27 Google’s Disappointing Week8:12 Google’s Chip Race12:34 Open Source Under Fire16:58 Model Routers Rise19:28 Tesla’s Internet Network------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
• 
  A Prototype GPT-6 Broke Out of Confinement: Is AI Alignment Possible? 23.07.2026 26min

  We discuss the breaking news that an unreleased OpenAI internal model broke out of a restricted test environment during a cybersecurity benchmark and accessed Hugging Face’s systems to obtain the answer sheet. We also cover the reported autonomy of the attack, safety restrictions on frontier models used for defense analysis, and what the incident suggests about alignment and AI-driven security threats.------🌌 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 Model Breakout1:33 Hugging Face Intrusion3:51 Defender’s Dilemma7:44 Alignment and Safeguards11:24 How Real Was It?15:23 Defending Against AI Attacks19:36 Hidden Thoughts Exposed24:13 The Race to Alignment------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
• 
  Elon Will Handle the Energy Bottleneck Himself: Buys APR Energy for $1B 22.07.2026 27min

  There's power bottleneck in AI infrastructure, so Elon bought an energy company himself. From APR Energy, behind-the-meter generation, and nuclear, everyone is trying to secure electricity for data centers. We also cover rising DRAM, HBM, and NAND prices, and wonder if energy may be the next major AI infrastructure trade.------🌌 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 Power Bottleneck2:44 Energy Demand Explodes4:12 Elon’s Permitting Loophole7:23 Memory Trade Rotation10:08 Korea’s Memory Shock12:27 Electricity Becomes the Trade14:51 Power Stack Layers16:15 Bloom’s Portable Fix17:35 GE Vernova Leads19:29 Nuclear Gets Interesting21:44 The Power Trade Thesis22:44 Bullish on Electricity24:09 Model Agnostic Demand25:15 Short-Term and Space Power26:00 Closing------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
• 
  AI Bubble Update: Kimi K3 Sends China into Chaos 21.07.2026 25min

  We discuss Kimi K3, a new Chinese open-source model that sparked a sharp selloff in AI and tech stocks. The real question: does it signals a real shift in the AI race between the U.S. and China? And who will the biggest winners be: model labs or the compute and infrastructure providers?------🌌 LIMITLESS HQ ⬇️EMAIL US:           info@limitless.fmNEWSLETTER:    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 Kimi K3 Shakes Markets0:49 Open Source Disruption2:54 China’s AI Message5:22 Demand Outstrips GPUs8:59 Open Source Backlash13:58 The Bubble Debate17:38 Infrastructure Wins Long Term22:36 Breakthroughs Still Loom24:48 Outro and Updates------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
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  THIS WEEK IN AI: Kimi K3, OpenAI's Alexa, Grok Stealing Code, Thinking Machines 17.07.2026 32min

  Big week this week. Moonshot Labs’ dropped Kimi K3, Thinking Machines Labs’ Inkling, and reporting on OpenAI’s upcoming screen-free hardware device. We also discuss Grok Build, XAI, a new dictation tool, Elon Musk’s energy company purchase, and reports that DeepSeek is preparing an IPO.------🌌 LIMITLESS HQ ⬇️EMAIL US:           info@limitless.fmNEWSLETTER:    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 Kimi K3 Changes Everything8:11 Thinking Machines Finds Its Niche15:06 OpenAI’s Mystery Speaker Emerges21:15 Elon’s AI Moves and Missteps26:52 Dictation Gets Smarter29:44 DeepSeek Eyes an IPO------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
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  Are Cheaper AI Models Better than Claude and ChatGPT? 16.07.2026 30min

  We're discussing new AI model releases from xAI, Meta, OpenAI, and Anthropic, and the shift toward cheaper, more efficient models.Focusing on Grok 4.5 and Meta’s MuseSpark 1.1, there's also a broader move toward model routing and enterprise use.------🌌 LIMITLESS HQ ⬇️EMAIL US:           info@limitless.fmNEWSLETTER:    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 Price Competition2:48 Grok 4.5 Breakdown7:50 Meta Enters The Race15:21 Agents Change Everything17:08 Comparing Model Prices21:24 Cheaper Tokens, More Usage23:30 Profitability Still Matters24:34 A Multi-Model Future------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
• 
  The Government Banned GPT-5.6. OpenAI Released it Anyways 15.07.2026 23min

  🌌 LIMITLESS HQ ⬇️EMAIL US:           info@limitless.fmNEWSLETTER:    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/------OpenAI has released GPT-5.6 with the new Sol, Terra, and Luna model tiers and an updated app experience. We also cover live demos, image generation and editing use cases, and concerns about autonomous access after reports of file deletion and database issues.------TIMESTAMPS0:00 GPT 5.6 Released to Everyone0:24 Safer Than It Looks?0:44 Three Models, Three Tiers2:28 Magic Bagel Game Demo4:40 Bunker Simulator and 3D Art6:50 Limitless Blender Intro8:39 Manhattan in Voxels10:54 Outfit Catalog from Photos14:01 Deletion Scare and Safety15:35 Choosing Between Fable and GPT18:49 Too Many Modes and Apps21:12 Final Verdict 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/disclosures⁠Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
• 
  Apple v. OpenAI: Trade Secrets and Corporate Espionage 14.07.2026 28min

  Apple has filed a lawsuit against OpenAI over alleged trade secret theft related to future hardware plans and employee recruiting. With OpenAI’s reported device ambitions and Apple’s leak-detection practices, the broader competition for talent and proprietary information in AI has reached a boiling point.------🌌 LIMITLESS HQ ⬇️EMAIL US:           info@limitless.fmNEWSLETTER:    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’s Secret Apple Grab4:16 Poaching Engineers and Secrets6:35 The Alleged Interview Scheme9:06 Why Apple Fought Back11:40 OpenAI Versus Apple Strategy13:49 Apple’s Leak-Tracking Tactics15:33 AI Hardware Meets Personal Data17:34 Apple’s Own Security Problem19:59 Why IP Is the New Gold22:26 California’s Non-Compete Advantage23:08 Is Apple Truly Worried?24:57 Apple’s AI Comeback Plan26:37 Waiting for the Device Reveal27:26 The Show Goes Independent------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
• 
  THIS WEEK IN AI: Grok is Back, ChatGPT 5.6, Meta's New Models, China's Threats 10.07.2026 29min

  🌌 LIMITLESS HQ ⬇️EMAIL US:           info@limitless.fmNEWSLETTER:    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/------So many new AI releases this week! Including xAI’s Grok 4.5 and OpenAI’s GPT 5.6, we discuss their coding, reasoning, and benchmark performance. OpenAI also introduced a new full-duplex voice mode, which lets users speak and listen at the same time, and may preview future AI interfaces.We also discuss Chinese AI labs building their own chips to reduce reliance on NVIDIA and imported hardware. And finally, a few updates on Meta’s new image and video models, ByteDance’s SeeDream image model, and Cloudflare’s payments API for micropayments and AI agent access.sis)------TIMESTAMPS0:00 Grok Is Back2:03 Cheap Intelligence Wins3:51 Cursor Deal Pays Off6:21 GPT 5.6 Arrives10:05 Voice Mode Breakthrough15:17 China’s Chip Push20:32 Meta’s New Visuals25:06 ByteDance Joins Image Gen26:36 Cloudflare Opens Payments28:21 Wrap-Up And Farewell------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
• 
  The Memory Trade: Samsung's Record Breaking Profit 09.07.2026 28min

  Samsung’s brain-melting profits are clear evidence of the growing role of memory chips in the AI supply chain, with a focus on DRAM, NAND, and high bandwidth memory. Today we explore how Samsung and SK Hynix have gained pricing power as HBM demand strains factory capacity and pushes up costs for consumer devices.We also cover the market reaction to recent earnings, including share declines even after Samsung reported record profits and beat estimates. We look ahead to the limited number of memory suppliers, slow capacity expansion, and the upcoming U.S. listing of SK Hynix.------🌌 LIMITLESS HQ ⬇️EMAIL US:           info@limitless.fmNEWSLETTER:    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 Samsung’s Memory Windfall1:32 AI Memory Power Shift3:42 DRAM, NAND, and HBM5:13 The Black Hole for Memory6:40 Bubble or Supercycle?7:38 Consumer Costs Surge10:19 Prices Keep Climbing11:43 Why Supply Can’t Catch Up13:04 Memory Hits Consumers14:14 How Long Can It Last?15:09 Supply Still Tightly Constrained16:25 Cheaper Memory, More AI17:10 Stocks Hit a Bear Market18:44 Sell-The-News Shock19:56 Lessons from Past Cycles21:16 SK Hynix Goes Onshore23:13 IPO Demand Explodes24:29 Long-Term Outlook Holds------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
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  Understanding The Past Year in AI: 200th Episode Special! 08.07.2026 30min

  🌌 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/------In our 200th episode, we review nearly 200 transcripts to identify recurring themes and track how the AI landscape has changed over the past 14 months. Focusing on compute and memory as key AI investment themes, we revisit companies featured on the show and discuss future topics like specialized AI applications, local models, and space-based model training.------TIMESTAMPS0:00 200th Episode Victory Lap1:49 Early Bets Proven Right3:44 Memory and Chip Windfalls4:59 The Cursor Thesis Pays Off5:34 Limitless Portfolio Returns7:46 Where the AI Puck Goes9:32 Trends Rising and Fading12:57 Google’s AI Comeback13:47 New Frontiers in AI15:32 Space, Science, and Specialized AI17:47 Turning Intelligence Into Value20:15 Local Models and New Devices22:45 Recursive AI and Geopolitics24:56 Optimism for the Next 200------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
• 
  The Age of Inference: Etched Startup Proves the Next AI Hotspot 07.07.2026 27min

  Inference is becoming more important than pre-training in AI chips, including how pre-fill and decode work and why more compute is shifting toward serving models. Today we walk through Etched’s ASIC system for transformer inference, its claims around efficiency and throughput, and the tradeoff between specialization and general-purpose GPUs like NVIDIA’s. We also look at custom chip efforts from companies like OpenAI, Google, and Amazon, and argues that inference demand may keep growing as AI agents and long-running workloads expand.------🌌 LIMITLESS HQ ⬇️EMAIL US:           info@limitless.fmNEWSLETTER:    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 Inference’s New Frontier2:14 Training Versus Inference5:19 Etched’s Bold Bet7:58 Building the Whole Rack10:48 TSMC and the Hard Problems13:29 Why Inference Matters14:59 The Transformer Risk17:02 OpenAI’s Jalapeno Chip18:59 Why Accelerators Keep Winning22:28 The Market Is Underpricing It23:10 NVIDIA Is Still in the Game24:56 Vertical Integration Wins------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
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  THIS WEEK IN AI: Fable 5 Returns, OpenAI Might Nationalize, Meta Sells Compute 03.07.2026 40min

  We are so back. Anthropic announced the return of Fable 5, its safety updates, and related releases like Sonnet 5 and Claude Science. In other news this week, we look into Meta’s brain-to-text research, OpenAI reports, new inference hardware, and recent robotics demos.------🌌 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 Fable 5 Returns3:12 Banned, Safeguarded, Back7:58 Sonnet 5 And Science11:33 Meta Reads Your Mind14:11 Meta's Compute Pivot17:17 OpenAI's Power Play23:26 Etched's Chip Breakthrough27:37 Memory Market Shock31:02 Robots In The Home36:54 Industry, Not Housebots39:01 Episode 200 Milestone------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
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  The AI Energy Stack: The Actual Industry Winners 01.07.2026 32min

  This is the long-awaited Energy Stack episode. The AI trade is shifting from GPUs to the power, wiring, and data center infrastructure needed to support them. Today, we cover Bloom Energy, optical networking companies like Lumentum and Corning, Marvell’s role in AI hardware, and neocloud providers such as Nebius, CoreWeave, and IREN.------🌌 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 GPU Bottleneck Shifts0:37 Power Becomes the Constraint3:15 Five-Year Grid Delays5:47 Bloom’s Fast Energy Fix9:54 Data Transfer Hits Limits11:51 Light Replaces Copper17:25 Power Delivery Gets Harder18:22 Marvell Wins Power Design20:35 Renting Compute at Scale21:08 Nebius and NeoClouds25:17 Compute Becomes an Asset29:47 The Substrate Layer Ahead------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
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  GPT-5.6: OpenAI's New Model Cheated and Now It's Locked Away 30.06.2026 27min

  In this episode, we discuss OpenAI’s restricted GPT-5.6, its model tiers, and questions raised by its benchmark results and reported behavior. We also cover pricing pressure from open source AI models, limited public access to frontier systems, and broader consolidation in the AI industry.------🌌 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 GPT 5.6 Banned1:46 Three New Models4:51 Benchmarks and Politics6:43 Cheating on Long Tasks8:26 Cheaper Frontier AI11:01 Hidden Risks Revealed12:34 Closed Access Dilemma14:26 Government and Public Gap19:40 Encryption All Over Again22:04 Waiting for the Framework23:08 AI Talent Consolidates24:13 Frontier Moves Faster------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
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  THIS WEEK IN AI: ChatGPT Built its Own Chip, Micron Soars, a24's $75m Google Deal 26.06.2026 23min

  Today we're unpacking OpenAI’s plan to build its own custom AI chip—the Jalepeño—and what that means for its hardware strategy. We also cover Micron’s strong earnings, its ties to Anthropic, Meta’s next model timeline, and new developments from Google, Amazon, Anthropic, and Valar Atomics.------🌌 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’s AI Chip Move2:46 Compute and Hardware Strategy5:30 Micron’s Earnings Surge11:03 Meta’s Mythos Model Delay14:47 A24 Meets Google AI17:51 Sam Altman Movie Standoff19:02 Claude Tag Enters Slack21:10 Newsletter and Sponsorship Call------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠
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  The Quantum Computing Moment: The Last Tech Frontier 25.06.2026 26min

  Quantum computing is shaping up to be the next major technology after AI, especially in the wake of U.S. efforts to speed up development and prepare for quantum security threats.So let's walk through the basics of qubits, the impact on encryption and Bitcoin, and the main companies and applications currently shaping the field.------🌌 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 Quantum’s Next Wave3:04 How Qubits Break Encryption6:35 Trump’s Quantum Executive Orders9:31 Fault Tolerance Explained12:11 IBM Enters the Race15:47 Rigetti and D-Wave18:33 Quantum’s AI Moment------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠
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  The Point of No Return: GLM 5.2 Approaches the Frontier 23.06.2026 30min

  The Chinese open-weight AI model GLM 5.2 compares with leading models from OpenAI and Anthropic on coding and development tasks. Today, we cover the shift toward cheaper AI models, the difference between open weights and closed models, and the U.S. government’s reported ban on Anthropic’s most powerful model after security testing.------🌌 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 China’s Open Source Comeback3:05 Benchmarks and Cost8:15 Markets10:51 A Six-Month Model Gap13:56 The Fable 5 Ban15:56 Public Access and Competition19:26 Open Source vs Open Weights21:09 Multi-Model Routing Arrives25:41 Regulation and the Road Ahead28:31 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
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  THIS WEEK IN AI: Tension at World AI Summit, Snapchat Glasses, Meta's Crisis 19.06.2026 38min

  We discuss Snap’s new AR glasses, AI governance at the G7, and Noam Shazeer’s move from Google to OpenAI. We also cover Anthropic’s Fable 5 being shut down, Microsoft’s use of a Chinese open-source model in Copilot, and Meta’s latest AI push.------🌌 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 Ridiculous AI Glasses7:27 AI Summit Tensions11:46 Noam Shazir Joins OpenAI15:48 Anthropic’s Fable Shutdown18:52 Microsoft Embraces Open Source24:36 Meta’s AI Reorg Crisis29:15 China’s New Coding Model32:06 MidJourney Enters Medicine------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠