Limitless: An AI Podcast

🌌 LIMITLESS HQ ⬇️ EMAIL US:           info@limitless.fm NEWSLETTER:    https://limitlessft.substack.com/ FOLLOW ON X:   https://x.com/LimitlessFT SPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED:           https://limitlessft.substack.com/ ------ So many new AI releases th...

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...

🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/ FOLLOW ON X:   https://x.com/LimitlessFT SPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED:           https://limitlessft.substack.com/ ------ In our 200th episode, we review nearly 200 transcripts to identi...

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...

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/LimitlessFT SPOTIFY:     ...

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.su...

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/Limit...

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/Limi...

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....

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.subs...

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/LimitlessFT SPOTIFY:             https://open.spotif...

Today we're following up on SpaceX’s public debut, its sharp rise in valuation, and whether the move signals a major opportunity or an AI bubble. With the small share float, the upcoming unlock schedule, and the possible impact of added supply on volatility, the stakes are only going to get higher. We also touch on SpaceX’s reported $60 billion acquisition of Cursor and its connection to AI develo...

We discuss Leopold Aschenbrenner’s AI-focused portfolio, including his reported short on NVIDIA and large private investment in Anthropic. We also cover NVIDIA’s bond offering and the idea that the AI infrastructure trade is shifting toward power, networking, and data-center buildout rather than just chips. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/ FOLLOW ON X:   h...

This is a turning point for AI. Today, we discuss Anthropic’s release and quick withdrawal of its Fable 5 and Mythos 5 AI models after a U.S. export-control notice raised national security concerns.  We also cover the reported jailbreak, Amazon’s role in escalating the issue, and what the episode suggests about government involvement in access to frontier AI models. ------ 🌌 LIMITLESS HQ ⬇️ NEWSL...

This Week in AI, we discuss SpaceX as a possible buy ahead of a major IPO, focusing on its valuation, Starlink growth, and the company’s plans for space-based AI data centers.  We also cover OpenAI’s reported data center deal and S-1 filing, Anthropic’s Fable 5 model, and Apple’s WWDC updates on Siri. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/ FOLLOW ON X:   https:/...

AI Loops have taken over our timeline as a more autonomous way of using AI models, alongside prompting, agents, and harnesses.  Today, we compare practical use cases, note how AI runtimes have expanded to hours or days, and talk about costs, enterprise limits, and the human role in higher-level work. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/ FOLLOW ON X:   https://...

Today, we discuss Anthropic’s new model release, focusing on the balance between stronger AI capabilities and tighter safety restrictions. Let's unpack some demos of visual reasoning, gaming, and enterprise use cases, along with benchmark results and limits around biology, chemistry, and cybersecurity. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/ FOLLOW ON X:   https:...

This year, we got what we came for. Apple’s WWDC 2026 focused on improving AI, especially Siri’s new capabilities, on-device models, and privacy-centered request handling.  With new AI features in Photos, Apple Maps’ 3D Gaussian splats, and Apple’s broader position in consumer AI, maybe Apple AI will finally come through. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/ F...

Today, we're covering Microsoft Build, including its new AI models and concept hardware, as well as NVIDIA’s latest announcements at Computex. We also discuss Blue Origin’s New Glenn test failure, Cloudflare’s bot traffic data, and updates from OpenAI, Grok, and Google. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/ FOLLOW ON X:   https://x.com/LimitlessFT SPOTIFY:     ...

A Meta AI account-recovery exploit let attackers trigger password reset links for Instagram and Facebook accounts through social engineering. With this backdrop, we explore security risks for AI systems, including prompt injection, and close with advice on stronger authentication and safer account practices. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/ FOLLOW ON X:  ...

SpaceX, OpenAI, and Anthropic have all filed for their upcoming IPOs. This speaks pretty heavily to the scale of projectedAI capital spending. We also cover changing index rules, the size of the raises compared with past market cycles, and Anthropic’s revenue growth and business case. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/ FOLLOW ON X:   https://x.com/LimitlessF...

We discuss Dell’s incredibly impressive price action rally, after its focus on AI infrastructure, and NVIDIA’s latest hardware announcements. We also cover the push toward local and private AI use, along with Dell’s earnings and strong AI server sales. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/ FOLLOW ON X:   https://x.com/LimitlessFT SPOTIFY:             https://op...

We need to discuss Meta’s new subscription plans for Instagram, Facebook, WhatsApp, and AI. Then we'll compare them with offerings from Google, Claude, ChatGPT, and X. Can Meta justify its AI spending? If not, what possible fallback strategies can they lean on? We also explore StarCloud’s planned orbital data center, Cognition’s funding round, a new agentic coding benchmark, Pope Leo’s AI manifest...

In this episode, we discuss Gavin Baker’s view that AI is a super cycle, with the biggest opportunities in infrastructure, chips, memory, and power rather than software.  It's interesting to pit him against Leopold Aschenbrenner, who has taken a higher octane approach to similar overarching theses.  Gavin's portfolio includes Astera Labs, Cerebras, NVIDIA, Micron, and Unity Software. DYOR! ------...

In this episode, we discuss the Enhanced Games in Las Vegas, where athletes were allowed to use performance-enhancing drugs under medical supervision, including the event format, prizes, and rules.  We also highlight a new world record swim in the men’s 50-meter freestyle, other event winners, and the mixed results for enhanced versus natural athletes. Finally, we look at the event’s business side...