Limitless: An AI Podcast

Things people aren't talking about enough: Cursor’s rapid growth, its role as an AI coding harness, and the data and training advantages that may support its moat.  With the reported SpaceX and xAI deal, there's a real possibility of combining Cursor with Grok and large-scale compute. ------ TIMESTAMPS 0:00 The Cursor Story 1:54 The Harness Moat 4:51 Budgets and Data 8:59 The Deals 12:31 The Visio...

Three of the biggest deals in AI history all hit in the last 48 hours. SpaceX filed for a $1.75 trillion IPO, the biggest ever. Anthropic signed a deal to pay Elon $1.25 billion a month to train Claude on his GPUs, $45 billion total through 2029. And Anthropic is now projected to be profitable by next month, beating OpenAI to it. We break down the S1 filing, the 30% retail float, the insider unloc...

Google I/O 2026 was packed full of announcements, but we need to determine whether the company is keeping pace with OpenAI and Anthropic.  We cover Gemini Omni, Gemini 3.5 Flash, and Gemini Spark, along with Google’s updates to Search, YouTube Search, and its new AI glasses. Let's  examine Google’s broader product strategy and see if it merits its spot as one of the largest companies in the world....

Leopold Aschenbrenner is back with his latest 13F filing and his sharp shift from bullish to bearish on major AI and semiconductor names like NVIDIA, AMD, and Broadcom.  Although these positions date back to Q1, we can use this to explore his long positions in power, infrastructure, and data center-related companies. More importantly, we need to find out where the puck is moving next. ------ 🌌 LI...

This week, we saw Google’s new AI-focused laptop, Gemini’s growing role across Google services, and Google’s reported work with SpaceX on space-based data centers.  We also cover Isomorphic Labs’ $2.1 billion raise, a Chinese mecha robot, and new developments from Thinking Machines Labs, Anthropic, OpenAI, and the Sam Altman-Elon Musk disputes. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limi...

There has been a surge in memory stocks and memory ETFs, with AI inference demand reshaping the market and perhaps reshaping the entire memory industry.  Micron, SK Hynix, and Samsung are interesting plays with their supply constraints, rising memory needs, and signs that shortages are starting to affect consumer devices. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/ F...

Cerebras is an AI chip company set for a groundbreaking IPO, and its revolutionary chip that could accelerate the development of AGI from 15 years to just 5.  We explore the implications of their unique chip architecture within the context of their partnership with OpenAI. As Cerebras positions itself to raise $4.8 billion, we analyze how its innovations could disrupt NVIDIA's monopoly and shape t...

There's now a surprising alliance between SpaceX and Anthropic, as they team up to challenge OpenAI after Musk’s unexpected pivot from criticism to collaboration. The $5 billion deal for Anthropic to utilize SpaceX's Colossus One data center aims to meet their escalating compute demands.  We also discuss Anthropic's new AI templates for financial services, a significant $200 billion Google partner...

Today, we're analyzing the soaring performance of semiconductor stocks fueled by the AI boom, spotlighting gains from SanDisk and Micron. With the substantial increase in tech giants' capital expenditure projections, now exceeding $800 billion, we can project out the trickle-down effects across the layers of the AI ecosystem.  From potential bubble concerns, insights from thought leaders, and the...

OpenAI's phone, led by iPhone architect Jony Ive, is set to launch in 2027-2028. With a goal of shipping 40 to 50 million units, we explore the implications of an AI-first operating system that redefines user interaction. We compare OpenAI's consumer-focused strategy to Anthropic's enterprise approach, discuss the challenges of competing with Apple, and ponder the hurdles for user adoption. ------...

Let's examine the fierce competition between AI coding tools Anthropic's Claude and OpenAI's Codex. As Codex emerges with robust updates, we discuss user experiences and showcase demos comparing game development and dashboard creation.  Highlights include Codex's superior interface and innovative features like auto-review and Chronicle. We also explore the broader implications for AI integration i...

We tackle the strong earnings reports from Google, Amazon, Meta, and Microsoft, propelled by AI and cloud growth. Google sees a 94% earnings per share surge, while Amazon's AWS boasts 28% growth.  Meta raises revenue by 33% through AI advertising, and Microsoft reports a 40% increase in Azure. We also discuss innovative AI projects like Anthropic’s transaction trial and 11 Labs’ music licensing. -...

The courtroom showdown between Elon Musk and Sam Altman over OpenAI has begun, with stakes hitting $850 billion and potential damages of $134 billion. As Musk claims he was foundational to OpenAI’s success, Altman’s defense counters with narratives of Musk's bitterness following his exit.  We uncover intriguing diary entries from co-founder Greg Brockman that cast doubt on OpenAI's nonprofit ideal...

 The fallout from Meta's $2 billion acquisition of AI startup Manus, haz beencomplicated by the founders' detention in China and a government order to reverse the deal.  We discuss the implications for US-China relations, the rise of China’s independent AI ecosystem, and the strategic challenges facing Meta CEO Mark Zuckerberg. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack....

This 20-min convo with the General Partner of USVC explains how you can invest in Anthropic, OpenAI, and other private deals. Until now, it's been extremely difficult to invest in SpaceX if you're not an accredited investor. USVC is trying to change that. $500 minimum. No accreditation. A real fund holding: - SpaceX (20% via xAI) - Anthropic - OpenAI - Crusoe, Vercel, Sierra, Legora We unpacked: -...

Big week this week. We discuss the launch of OpenAI's ChatGPT 5.5, showcasing its exceptional coding and problem-solving capabilities that surpass competitors like Claude Mythos. Highlights include its implications for fields like mathematics, innovative applications such as a space mission simulator, and a 3D dungeon game.  We also cover industry news on SpaceX's partnership with Cursor, Amazon’s...

We explore the game-changing release of Claude Mythos and NVIDIA's Blackwell chip, a leap toward artificial general intelligence (AGI). We discuss AI hardware evolution, the rise of "neoclouds," and the ethical implications of Mythos. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/ FOLLOW ON X:   https://x.com/LimitlessFT SPOTIFY:             https://open.spotify.com/sho...

OpenAI's GPT Images 2.0 is out, and it's pretty wild what it can do.  Remember ghibli-gate? Remember when it couldn't write words? Things are changing so fast these days. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/ FOLLOW ON X:   https://x.com/LimitlessFT SPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE:                 https://podcasts...

Wow. It's finally happening. Tim Cook is resigning as Apple CEO after 15 transformative years, during which the company experienced a 2,000% stock increase and reached a $4 trillion market cap.  We examine the challenges Apple faces in the AI sector and the potential of new CEO John Ternus to revitalize hardware innovation. With Cook's departure highlighting a shift in leadership, we reflect on hi...

Big Week in AI. We discuss Anthropic's Opus 4.7, its most advanced AI model, which surpasses GPT 5.4 but is overshadowed by the upcoming Claude Mythos. We cover Allbirds' surprising stock surge after pivoting to GPU provision, and highlight trader Leopold Aschenbrenner's $2.5 billion gains in AI investments. We also touch on Microsoft's partnership with Anthropic and U.S. national security concern...

Let's explore the world of claws: tools that streamline digital tasks into a single interface. By comparing offerings from Anthropic, OpenAI, and Google, we determine which is the best for you to use. Highlights include the user-friendly OpenClaw and Claude for task automation, Meta's acquisition of Manus for AI marketing, and Perplexity’s model-agnostic approach. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLET...

Let's explore the dynamic space industry, highlighting NASA's $20 billion Moon settlement investment, SpaceX's $1.75 trillion IPO, and Amazon's $11.6 billion Global Star acquisition.  We discuss NASA's successful Artemis 2 mission, rising private players like Rocket Lab, and innovations in lunar infrastructure and satellite imagery. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.subs...

Apple's rumored upcoming AI glasses, codenamed N50, are set to redefine wearable tech with a display-less design and enhanced Siri integration. We analyze the competitive landscape, focusing on Meta's Ray-Ban smart glasses and emerging rivals from Snap and Google. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/ FOLLOW ON X:   https://x.com/LimitlessFT SPOTIFY:           ...

Meta's MuseSpark is a new an AI model potentially impacting over 3 billion users, and worth comparing performance with Claude Opus and GPT.  We also address Anthropic's revenue surge from a Google deal, highlight public unease about AI, and explore a new robotic lamp for household chores.  Finally, we touch on SpaceX's TeraFab project with Intel, poised to transform AI chip production. ------ 🌌 L...

Google’s groundbreaking AI model, Gemma 4, lowers the cost of generative AI to around $80, allowing users to run it offline on devices like Raspberry Pi. We explore its advanced features, such as object recognition in video, and discuss how local model operation democratizes access while enhancing privacy.  How does Gemma 4 compare to top models like Claude and ChatGPT? With its multimodal capabil...