AI Rollup: AI Robots and The $10T Arms Race
Bankless
Intro
This chapter explores the evolving world of artificial intelligence, discussing notable mergers and acquisitions in the startup ecosystem. The hosts also launch a new podcast initiative, Limitless, to investigate innovative technologies beyond the crypto realm.
Welcome to the AI Rollup, from the Limitless Podcast. David, Ejaaz, and Josh break down the week’s most important AI headlines, from OpenAI’s $3B Windsurf acquisition and Google’s full-stack AI play, to Visa and Mastercard preparing for agentic commerce. We explore the state of robotics, major interpretability challenges, and why the race to AGI may outpace our ability to understand it. Plus: AI ASMR, glow-up GPT, and why autonomous agents still kinda suck. Stay curious, this one’s stacked.
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TIMESTAMPS & RESOURCES
00:00:00 Intro To Limitless!
https://x.com/LimitlessFT
00:04:23 OpenAI Makes Huge Acquisition
https://www.outlookbusiness.com/artificial-intelligence/openai-to-acquire-ai-coding-platform-windsurf-for-3bn?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=7f1b29a5128efe71af21ff4cb81c530bdcac095e
https://x.com/ns123abc/status/1912876350911754676
https://www.testingcatalog.com/google-tests-computer-use-tools-and-cloud-run-hosting-in-ai-studio/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=bd7931dcfd449aa11b0bf7197fdfa983289758c2
00:08:01 Why Spend $3 Billion??
00:16:09 OpenAI Memory Update Is... Interesting
https://techcrunch.com/2025/04/18/chatgpt-will-now-use-its-memory-to-personalize-web-searches/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-launches-o3-and-o4-mini&_bhlid=d08c6dc54c407d4f53df9d11a68857dba951a21c
00:23:56 OpenAI Re-Structuring
https://www.reuters.com/business/openai-remain-under-non-profit-control-change-restructuring-plans-2025-05-05/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=c4222c046fc76f42b7f72ca72537e4e8620a2af1
00:37:24 Visa Credit Cards For AI Agents
https://apnews.com/article/ai-artificial-intelligence-5dfa1da145689e7951a181e2253ab349
00:43:21 The Crypto Bull Case
00:45:43 The Deca Trillion Robot Opportunity
https://x.com/adcock_brett/status/1913986971501748390?s=46
https://x.com/kimmonismus/status/1919510163112779777
https://developer.nvidia.com/isaac/gr00t
https://x.com/adcock_brett/status/1916523708153217525?s=46
https://x.com/adcock_brett/status/1919060515998822898?s=46
00:52:44 Dogs With Machine Guns
00:58:11 Using AI To Do Your Job
01:02:12 The Interpretability Talk
https://www.darioamodei.com/post/the-urgency-of-interpretability
01:09:18 AI Neurons?
01:15:27 The Dopamine Section
https://x.com/venturetwins/status/1917640408349434106
https://x.com/ns123abc/status/1918703088598184321?s=46
https://x.com/venturetwins/status/1919057071145672949
https://x.com/aisafetymemes/status/1914003415191212112?s=46
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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