Nvidia's $20 billion deal with Groq could totally change AI infrastructure. Meanwhile, Meta's purchase of Manus AI might not be so bullish. We celebrate Google’s Gemini app dethroning ChatGPT and discuss Alphabet's acquisition of Intersect for better energy control. Plus, insights from Andre highlight the future of generative AI in shaping user experiences. ------ 🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️ https://limitless.bankless.com/ https://x.com/LimitlessFT ------ TIMESTAMPS 0:00 Nvidia'...
Dec 31, 2025•25 min•Ep. 104
Welcome to the first annual Limitless AI Awards show where we're ranking the biggest Winners and Losers in AI. You’re either getting the crown… or the dunce cap. 🏆🧢 2025 was pure AI chaos: surprise rookies, biggest flops, unhinged drama, and one hidden “Model of the Year” pick that might start a war in the group chat. We go category-by-category: Rookie of the Year, Biggest Flop, Moat Builder, Model Most Likely to Make You Rich, Model of the Year, Biggest Loser, and AI Company of the Year, and ...
Dec 29, 2025•39 min•Ep. 103
Gaussian splatting is a groundbreaking technology that overlays past images onto current scenes for immersive 3D experiences. We discuss its potential to transform Hollywood productions, reduce costs, and enhance gaming. Splatting could actually redefine our interactions with technology and memories. Straight out of Black Mirror. ------ 🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️ https://limitless.bankless.com/ https://x.com/LimitlessFT ------ TIMESTAMPS 0:00 Introduction to Splat Technology 6:...
Dec 24, 2025•29 min•Ep. 102
Believe it or not, Amazon has some hidden strengths in AI, especially with the groundbreaking Trainium 3 chip and significant data center expansions. We discuss advancements in robotics and challenges with TSMC's manufacturing. With promising partnerships and interesting market outlooks, we'll definitely be keeping an eye on Amazon moving into 2026. ------ 🗞️ LIMITLESS NEWSLETTER 🗞️ https://limitlessft.substack.com/p/2026s-most-asymmetric-bet 🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️ https:...
Dec 23, 2025•33 min•Ep. 101
ASML has a clear lithography market dominance, but it faces potential competition from a Chinese prototype. We introduce challenger Substrate, highlight Elon Musk’s lunar mass driver concept, and critique Waymo's fundraising amid competitive pressures. We also analyze Amazon's $10 billion investment in OpenAI and the challenges of sustaining AI operations, along with Google’s Gemini 3 release and OpenAI’s image generation model. ------ 🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️ https://limitle...
Dec 19, 2025•29 min•Ep. 100
Tesla began launching of fully autonomous driverless Robotaxis in Austin, marking a pivotal moment in self-driving technology. Competition between Tesla and Waymo heats up, but one thing is for sure: society is changing. Josh’s relays his personal experiences with Tesla FSD, and we delve into the cost-efficient Cybercab's potential to transform urban living and vehicle ownership, alongside Tesla's safety statistics and future AI integrations. ------ 🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️ h...
Dec 17, 2025•31 min•Ep. 99
Despite the launch of ChatGPT 5.2, there is turmoil at OpenAI, coming amid $20 billion losses and fierce competition from Claude and Google's Gemini. CEO Sam Altman’s "code red" signals urgency, especially with a $1 billion AI content deal with Disney. We discuss user experience concerns, noting only 5% of users are paying subscribers, and the potential impact of ads on retention. Do you still use ChatGPT? ------ 🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️ https://limitless.bankless.com/ https:...
Dec 16, 2025•16 min•Ep. 98
SpaceX's upcoming $1.5 trillion IPO is undervalued. Why? Four words. Data centers in space. We analyze Elon Musk's vision for using Starlink satellites to enhance AI capabilities, the U.S.-China GPU rivalry, and Google's new Project Aura eyewear. We also highlight Noose Research's impressive AI model breakthrough. Tune in for insights on these groundbreaking developments shaping the future of technology! ------ 🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️ https://limitless.bankless.com/ https://...
Dec 12, 2025•34 min•Ep. 97
Anthropic's revolutionary coding AI, Claude, is transforming coding output and user interactions. With explosive revenue growth, projected to reach $10 billion this year, they have some serious competitive positioning against tech giants. They've got a $52 billion partnership with Google, and coders love Claude. Especially with features like as its ‘planning mode.’ We also touch on Anthropic's anticipated IPO and what it means for the future of AI. ------ 🌌 LIMITLESS HQ: NEWSLETTER ⬇️ https://l...
Dec 10, 2025•31 min•Ep. 96
The groundbreaking Alpha Arena experiment involved eight AI trading models against each other. Grok 4.2 emerges as the standout winner, achieving 60% profit in just two weeks despite the volatility that affected many competitors. What does this experiment mean for you? With strategies and behavioral patterns, we need to question the balance between AI trading success and necessary human oversight. ------ 🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️ https://limitless.bankless.com/ https://x.com/L...
Dec 09, 2025•27 min•Ep. 95
OpenAI Issues a Code Red, and Anthropic prepares for an outrageous IPO. Meanwhile, Amazon has stepped up their AI game, and also pose to eat the lunch of... USPS? Cheack out this crazy alien asteroid with us, and also: Thank you for tuning in this year! 2026 will be our biggest year ever. And by that, we mean first full year ever. ----- 🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️ https://limitless.bankless.com/ https://x.com/LimitlessFT ------ TIMESTAMPS 0:00 OpenAI Code Red 8:00 Anthropic 14:3...
Dec 05, 2025•34 min•Ep. 94
It's a radical concept. Launching GPU-powered data centers into space highlights energy as the key resource for AI. Using insighs across basically every tech CEO, we explore the energy crisis facing AI labs and the potential of solar power in space. StarCloud, NVIDIA, SpaceX, Google’s Project Suncatcher, Microsoft. Every big name, and they're all talking crazy... but what if they're not? ------ ⬇️LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️ 🎧 PODCAST: https://limitless.bankless.com/ 🗞️ NEWSLETTER...
Dec 03, 2025•35 min•Ep. 93
NVIDIA faces mounting competition from Google’s cost-effective Tensor Processing Units (TPUs), as their stock $NVDA's 13% decline, while exploring Google’s strategic advancements and partnerships, particularly with Meta. The episode highlights how TPUs could disrupt NVIDIA’s dominance and the implications for both companies' futures in AI. We also consider key investment opportunities and the potential for both firms to thrive in an evolving market. ------ 🌌 LIMITLESS HQ: LISTEN & FOLLOW HE...
Dec 02, 2025•26 min•Ep. 92
LIMITLESS HALL OF FAME: Isaiah Taylor, co-founder of Valar Atomics, emphasizes the pivotal role of energy as the foundational currency of civilization. He argues that overcoming energy constraints can unlock limitless creativity and innovation. Isaiah shares his journey from high school dropout to nuclear innovator, advocating for nuclear fission and modular reactors as key solutions for sustainable energy. He envisions a future with abundant energy impacting daily life, enabling entrepreneurs, ...
Nov 28, 2025•1 hr 11 min•Ep. 91
Google Search used to be “type a few words, get 10 blue links.” In this episode of Limitless, VP of Product Robby Stein joins Josh and Ejaaz to unpack how AI is quietly blowing up that mental model, and turning search into a multimodal, conversational system that can see, listen, and even act on your behalf. Robby explains why AI is “expansionary” rather than cannibalistic, how Gemini-powered models now issue their own Google searches and query live graphs behind the scenes, and why visual searc...
Nov 26, 2025•46 min•Ep. 90
Google's Nano Banana and ChatGPT's Group Chats are reshaping communication and creativity. ChatGPT integrates their models into texting for collaborative planning, disrupting traditional messaging apps. Meanwhile, Google’s Nano Banana Pro is by far the best text-to-image generator that we've seen so far. ------ 🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️ https://limitless.bankless.com/ https://x.com/LimitlessFT ------ TIMESTAMPS 0:00 Intro 1:14 Josh's A-List Wedding 3:32 Nano Banana Pro 12:31 C...
Nov 25, 2025•27 min•Ep. 89
Markets look shaky, but NVIDIA just blew the doors off with record earnings, crushing the “AI bubble” narrative and signaling there’s still massive demand for GPUs and AI infrastructure. In this episode, we break down NVIDIA’s numbers, the new Anthropic–Microsoft–NVIDIA alliance, and why Google’s Gemini 3 + Nano Banana Pro might have Jensen looking over his shoulder. We also cover Google’s new AI-powered weather model, Meta’s insane 3D world-building tech, and the controversial rise of AI tools ...
Nov 21, 2025•32 min•Ep. 88
🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️ https://limitless.bankless.com/ https://x.com/LimitlessFT ------ Google launched Gemini 3.0, a groundbreaking AI model with advanced multimodal capabilities for interpreting diverse inputs. We highlight its impressive benchmark performance, including a 37.5% on Humanity’s Last Exam, and discuss Google’s proprietary TPU infrastructure and the new tool, Google Anti-Gravity. ------ TIMESTAMPS 0:00 Gemini 3.0 5:34 Game-Changing Features 9:04 Benchmarking ...
Nov 19, 2025•27 min•Ep. 87
23-year-old Leopold Aschenbrenner transformed $1 billion into $4 billion in less than a year, driven by his predictive essay on AI trends. We highlight his unique investment strategy, including a key bet on Intel and stakes in AI compute firms like CoreWeave. Join us for insights on whether his success is due to luck or strategic insight, offering valuable lessons for aspiring investors! ------ 🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️ https://limitless.bankless.com/ https://x.com/LimitlessFT...
Nov 18, 2025•26 min•Ep. 86
In this episode, we explore Michael Burry's massive short position on NVIDIA, questioning if it foreshadows a market correction or reflects AI's dependency on GPUs. We assess Burry's claims of inflated tech valuations against data showing ongoing reliance on older GPUs by Frontier AI labs. We also touch on Microsoft's moves with OpenAI, the implications of the GPT-5.1 launch, and innovations from Google’s DeepMind. ------ 🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️ https://limitless.bankless.co...
Nov 14, 2025•31 min•Ep. 85
Elon Musk just got a path to become the world’s first trillionaire, and Tesla shareholders might ride that upside with him. 🚀 This episode breaks down Tesla’s wild new compensation plan, from 20M cars a year and 1M humanoid robots to a global robo-taxi network and an $8.5T valuation. We dive into Cyber Cabs, Optimus, Tesla’s in-house AI chips rivaling NVIDIA, and why Tesla might secretly be the most important AI company in the world. And we tackle the big question head-on: should Elon become a ...
Nov 13, 2025•30 min•Ep. 84
In this episode, we discuss the launch of Kimi K2 Thinking from Moonshot AI Labs, an open-source AI model targeting GPT-5 and Gemini for just $4.6 million. With its impressive benchmarks, there are major implications for the American AI industry amidst rising competition. Tune in for insights on Kimi K2’s innovative architecture and its potential to reshape the future of AI and its economy! ------ 🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️ https://limitless.bankless.com/ https://x.com/Limitles...
Nov 11, 2025•26 min•Ep. 83
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. ------ 🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️ https://limitless.bankless.com/ https://x.com/LimitlessFT Substack: http...
Nov 07, 2025•32 min•Ep. 82
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! ------ 🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️ https://limitless.bankless.com/ https://...
Nov 06, 2025•29 min•Ep. 81
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. ------ 🌌 LIMITLESS HQ...
Nov 04, 2025•35 min•Ep. 80
🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️ https://limitless.bankless.com/ https://x.com/LimitlessFT ------ 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...
Oct 30, 2025•39 min•Ep. 79
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. ------ 🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️ https://limitless.bankless.com/ http...
Oct 29, 2025•28 min•Ep. 78
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 integrat...
Oct 28, 2025•24 min•Ep. 77
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’...
Oct 24, 2025•43 min•Ep. 76
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! ------ 🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️ https://limitles...
Oct 22, 2025•27 min•Ep. 75