Limitless Podcast

Excitement surrounds the launch of Gemini 3.0, Google's latest AI marvel with multimodal capabilities. The hosts delve into its standout ability to analyze video for sports coaching and podcast critiques. They discuss impressive benchmark scores, including a significant leap in performance versus cost. Google's TPU technology gives them a competitive edge, while new tools like Google Anti-Gravity enhance product integration. Predictions for AGI's future include emerging leaders and innovative use cases for Gemini, urging listeners to explore this groundbreaking AI.

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

Michael Burry's hefty short on NVIDIA raises questions about inflated tech valuations and the reliance on aging GPUs in AI. The hosts debate the timing and risks of shorting AI companies while highlighting persistent demand for older GPUs by leading labs. They explore Microsoft's strategic gains with OpenAI, including the implications of the new GPT-5.1 release. Additionally, they discuss the advances from DeepMind and the potential limits of energy on AI growth. It's a lively conversation about AI's future and market dynamics!

Elon Musk is on track to become the world’s first trillionaire, and Tesla's latest compensation plan is a major factor. The hosts break down ambitious goals, like producing 20 million cars and 1 million humanoid robots. They dive into the future of robo-taxis and the innovative AI chips that could make Tesla a key player in the tech landscape. The discussion challenges the concept of trillionaires while exploring how shareholders might benefit. It's a thrilling ride through the future of technology and wealth!

Dive into the unveiling of Kimi K2 Thinking, a groundbreaking open-source AI model competing with giants like GPT-5 and Gemini. Discover how its mixture-of-experts architecture slashes costs while enhancing performance. The discussion highlights the stark contrasts between U.S. and Chinese AI innovations. Reflect on the implications for consumer access and the evolving landscape of AI technology. Plus, explore why open-source may be the future for high-level AI, benefiting everyone for a fraction of historical costs.

Delve into the intriguing world of AI as OpenAI seeks a government bailout to secure GPU commitments. Explore a billion-dollar collaboration between Apple and Google on a powerful AI model. Discover Google's cutting-edge Ironwood TPUs and the innovative Sandbar ring, a personal AI wearable. Witness Anthropic's rise as it challenges OpenAI, while Meta grapples with financial setbacks. Finally, hear about Google's ambitious plans to utilize solar-powered AI data centers in space.

Discover why Google and Apple are potentially undervalued in the market. The discussion highlights Google's aggressive AI strategies and its chances to expand its market cap significantly. Learn about Apple's unique approach to AI, focusing on privacy and personalization while building strategic partnerships. Explore the contrasting public sentiments surrounding both giants and consider how their evolving strategies could reshape investment perspectives.

Explore the dramatic saga of Sam Altman's firing from OpenAI amid a power struggle involving Ilya Sutskever and Mira Murati. Delve into the shocking 52-page deposition revealing a year of internal plotting and an employee backlash that nearly led to mass resignations. Analyze Altman's ambitious $1.4 trillion compute strategy and the potential revenue paths such as ads and device sales. Is a trillion-dollar IPO realistic? Tune in for insights on the future of AGI and OpenAI's monetization strategies.

This week uncovers OpenAI's ambitious 10-year roadmap for AGI and its shift to a public benefit corporation. Nvidia hits a staggering $5 trillion in market value, prompting discussions on tech stock trends. The OneX Neo humanoid robot promises home assistance, but skepticism lingers. Excitingly, Grokipedia launches as an AI-driven encyclopedia, stirring debates on neutrality. Additionally, the innovative X402 web standard could revolutionize microtransactions, allowing seamless payments for digital goods.

Dive into Tesla's groundbreaking approach to autonomy and artificial intelligence. Discover their unique end-to-end neural networks that mimic human intuition for driving. Learn about the upcoming AI5 chip, set to revolutionize Tesla's computing power. The discussion also covers the fascinating intersection of AI and humanoid robotics, exploring potential economic impacts. Plus, insights on data curation techniques that enhance safety and the advantages of Tesla’s integrated chip strategy help paint a bullish picture for the future.