Limitless Podcast

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://x.com/LimitlessFT------TIMESTAMPS0:00 SpaceX's $1.5 Trillion IPO1:02 Starlink's AI Data Centers3:32 SpaceX's Unique Position7:14 The Monopoly of SpaceX8:08 The Risk and Reward8:41 Science Fiction Becomes Reality13:36 Communication in Space16:43 AI Data Center in Space17:20 Proof of Concept19:36 GPU Wars: USA vs China25:18 Google's New Glasses29:18 Open Source Breakthrough31:08 Conclusion: Future of AI------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

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://limitlessft.substack.com/------TIMESTAMPS0:00 Intro1:48 The Rebel House of AI3:11 Coding5:03 Claude's Release10:50 Ephemeral UI11:46 Personal AGI14:38 The Future of UI and Coding17:46 Funding and Partnerships23:08 The Road to IPO25:47 Potential Risks Ahead29:02 The Impact of 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

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/LimitlessFT------TIMESTAMPS0:00 Intro1:39 Season 1 Results2:39 Transition to Season 1.54:22 Mystery Model Revealed5:55 Competition Breakdown8:09 Insights from Competition9:56 Model Trading Styles12:16 AI Personalities in Trading14:11 Comparing Model Performances16:36 Limitations and Future Potential19:53 Trusting AI with Investments24:20 Future of AI Trading Tutorials------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

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------TIMESTAMPS0:00 OpenAI Code Red8:00 Anthropic14:30 Amazon20:30 RAM Shortage23:30 Apple Personnel Chaos27:00 Extraterrestrial Asteroid30:00 Spotify Wrapped------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

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: https://limitlessft.substack.com/📣 TWITTER: https://x.com/LimitlessFT------TIMESTAMPS0:00 Energy1:30 AI Data Centers in Outer Space7:02 StarCloud: The First Prototype12:12 SpaceX's Vision for Energy16:12 The Future of Quantum Computing18:53 Google's Project Suncatcher24:31 Pros and Cons31:29 Go Limitless------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

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 HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 NVIDIA's Trillion-Dollar Monopoly0:50 The Rise of Google's TPUs6:08 Google's AI Evolution6:45 Competitive Landscape: Google vs NVIDIA7:47 Meta's Investment Choices11:26 Future of AI Compute14:11 Google's Strategic Partnerships14:35 NVIDIA's Response to Competition17:33 The Future of AI Technology19:26 Insights from Elon Musk24:19 Conclusion and Future Outlook------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

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, and facilitating space exploration. Isaiah underscores the need for innovative thinkers to bring nuclear energy into the mainstream, inspiring optimism for a transformative future.Since this episode originally aired, Valar has become the first private company to successfully achieve criticality AKA split the atom. We live in an insane, limitless world.------💫 LIMITLESS | SUBSCRIBE & FOLLOWhttps://youtu.be/P17_c0tgRvghttps://x.com/LimitlessFT------TIMESTAMPS00:00 Start05:20 The Fundamental Role of Energy07:45 Envisioning a World with Abundant Energy16:02 Isaiah's Journey into Nuclear Energy24:10 Why Nuclear Fission is the Future29:14 The Vision of Valor Atomics36:46 Transforming Everyday Life Through Energy44:17 Space Exploration and Energy Relations51:30 Bringing Nuclear Energy to the Mainstream01:03:15 Final Thoughts and Call to Action------RESOURCESIsaiah: https://x.com/isaiah_p_taylorValar Atomics: https://www.valaratomics.com/David: https://x.com/trustlessstateJosh: https://x.com/JoshKale------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

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 search via Lens is one of the fastest-growing ways people interact with the web. Along the way, he shares lessons from shipping Instagram Stories, digs into agents that can book your restaurant table or research the right safe for your documents, and talks candidly about ads, publisher traffic, and the responsibility that comes with sitting at the internet’s front door.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 Intro0:56 AI-Driven Evolution of Search3:26 From Blue Links to AI Overviews7:58 Conversational Search as the New Mental Model10:58 Agents, Reservations & Doing Things For You14:15 Is AI Cannibalizing Search, or Growing It?16:52 Hardware, Glasses & Where Search Lives18:40 Under the Hood of Gemini-Powered Search21:46 Instagram Stories, Product Taste & Don’t Flip the UX Table26:15 Google’s Unique Edge vs. Other AIs28:14 Monetization and Advertising in AI Search30:25 Ad Principles and Experiments32:56 Integration of Gemini and Search36:04 How Gemini & Google Search Actually Work Together39:58 Personalized Recommendations and Transparency43:40 Future Vision of Search Across Devices46:21 Closing Thoughts------RESOURCESRobby Steinhttps://x.com/rmstein ------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

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------TIMESTAMPS0:00 Intro1:14 Josh's A-List Wedding3:32 Nano Banana Pro12:31 ChatGPT Group Chats19:22 Social Interactions with AI25:00 The Competitive Landscape26:04 What's 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

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 that let you “talk” to deceased loved ones—and what all of this means for the future of AI.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS00:00 NVDA Earnings Blowout08:03 The Real Threat13:25 Nano Banana Pro18:29 Best Weather App Ever21:41 Meta's Blowing Minds25:32 Chatting With Ghosts------RESOURCESJosh: https://x.com/JoshjKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

🌌 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. ------TIMESTAMPS0:00 Gemini 3.05:34 Game-Changing Features9:04 Benchmarking Breakthroughs13:21 Cost and Quality Trade-offs17:46 Google’s Strategic Advantage24:51 Predictions for the Future------RESOURCESJosh: https://x.com/JoshjKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

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------TIMESTAMPS0:00 Leopold Aschenbrenner2:43 From Researcher to Fund Manager3:19 The Billion-Dollar Fundraising5:12 The Intel Trade6:08 Portfolio6:37 Investing in NeoClouds8:59 Core Scientific: A Risky Bet12:55 CoreWeave and Strategic Moves14:21 Analysis20:45 The Risk of Timing24:11 Conclusion------RESOURCESJosh: https://x.com/JoshjKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

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.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 The Big AI Short2:39 The Thesis7:02 Hardware Demand9:27 GPU Economics11:42 The Crash and Burn13:20 Energy Constraints17:01 Microsoft Owns it All18:14 ChatGPT 5.123:21 Google 3D Rendering29:00 Final Thoughts------RESOURCESJosh: https://x.com/JoshjKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

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 trillionaire, and do you want to be holding Tesla shares if he does?------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS00:00 Minting The World's First Trillionaire04:55 How To Make $1M09:11 How Will They Do It11:16 Cybercab Launch Revealed13:27 Optimus For $20K?16:22 The NVDA Sized Opportunity21:04 The xAI Deal Fell Through24:17 Should Trillionaires Exist?------RESOURCESJosh: https://x.com/JoshjKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

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/LimitlessFTSubstack:https://limitlessft.substack.com/------TIMESTAMPS0:00 Kimi K2: The New Frontier AI1:29 Impressive Specs and Performance4:54 Cost Comparison with GPT-56:59 Mixture of Experts Architecture8:47 U.S. vs. Chinese AI Models11:21 Open Source Advantages13:02 Licensing and Commercial Use18:37 User Experience and Ecosystems21:05 Efficiency vs. Precision22:53 The Consumer Advantage24:03 Future of Open vs. Closed Source25:32 Closing Thoughts and Call to Action------RESOURCESJosh: https://x.com/joshjkaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

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/LimitlessFTSubstack:https://limitlessft.substack.com/------TIMESTAMPS0:00 OpenAI's Government Backstop3:53 Government Bailouts7:31 The AI Bubble11:07 Apple and Google's AI Collaboration13:11 Google's New TPU Ironwood15:41 The Sandbar Ring18:52 Anthropic Shows Life22:27 Meta's Earnings27:25 Google Space Compute31:21 NASA On the Board------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------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!------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFTSubstack:https://limitlessft.substack.com/------TIMESTAMPS0:00 Google and Apple: A Tale of Two Giants0:51 The Bull Case for Google15:45 The Disconnect with Apple24:16 Apple’s Strategic AI Partnerships27:42 Conclusion: Value Amidst Market Sentiment------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------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.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFTSubstack:https://limitlessft.substack.com/------TIMESTAMPS00:00 What Did Ilya See04:04 The Deposition08:01 Well That Was Unexpected...13:37 The Viral Clip19:13 Can $1T Actually Make Sense?24:56 The OpenAI Ad Strategy31:20 Are You Buying The IPO?------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

🌌 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 X402 web standard for microtransactions. We conclude with insights on tech stock trends and express our gratitude to listeners.------TIMESTAMPS0:00 Intro0:47 OpenAI's New Vision4:53 Microsoft's Strategic Moves8:53 Navigating AI Investments10:17 Introducing Humanoid Robotics18:13 Grokipedia Launches25:37 x40230:45 Space Data Centers37:46 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

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/https://x.com/LimitlessFT------TIMESTAMPS0:00 Intro0:53 Behind the Scenes of Tesla2:46 The Secrets of Neural Networks6:51 The Curse of Dimensionality7:57 Data Curation and Edge Cases13:13 World Modeling and Simulation16:15 The Future of Humanoid Robots18:04 The Financial Landscape of Tesla21:48 The AI5 Chip Revolution25:38 Closing Thoughts on Autonomy------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠