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Limitless: An AI Podcast

Tecnología

Limitless: An AI Podcast

Limitless

The AI Energy Stack: The Actual Industry Winners

July 01, 2026 9:24am 32 min

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 li...

GPT-5.6: OpenAI's New Model Cheated and Now It's Locked Away

June 30, 2026 9:10am 27 min

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 acc...

THIS WEEK IN AI: ChatGPT Built its Own Chip, Micron Soars, a24's $75m Google Deal

June 26, 2026 9:31am 23 min

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, a...

The Quantum Computing Moment: The Last Tech Frontier

June 25, 2026 5:00am 26 min

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 Point of No Return: GLM 5.2 Approaches the Frontier

June 23, 2026 7:27am 30 min

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...

THIS WEEK IN AI: Tension at World AI Summit, Snapchat Glasses, Meta's Crisis

June 19, 2026 4:47am 38 min

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 ...

The SpaceX Investment Thesis: Where We Are Now

June 18, 2026 9:57am 30 min

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...

Updates From the #1 AI Investor: Leopold's NVIDIA & Anthropic Strategy

June 17, 2026 7:53am 27 min

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...

The United States of Claude: Government Bans Fable 5

June 16, 2026 7:31am 29 min

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 rep...

THIS WEEK IN AI: SpaceX IPO TODAY, AI 1 Satellite, Claude Fable 5

June 12, 2026 10:57am 35 min

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 ...

AI Loops: How the World's Best Engineers Use AI

June 11, 2026 10:23am 30 min

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, a...

Claude Fable 5: The Most Impressive AI Model Ever

June 10, 2026 11:31am 31 min

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, al...

Apple WWDC 2026: Finally Delivering on AI Promises

June 09, 2026 10:18am 35 min

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 G...

THIS WEEK IN AI: Microsoft Build, NVIDIA at Computex, New Glenn Explosion

June 05, 2026 8:31am 32 min

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 traffi...

Hijacking Instagram: Behind The Massive AI Exploit

June 04, 2026 7:30am 24 min

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 ...

SpaceX, OpenAI, and Anthropic IPOs: AI's Reckoning

June 03, 2026 7:16am 27 min

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 ...

Dell's Comeback is the Perfect AI Case Study

June 02, 2026 6:47am 28 min

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 earn...

THIS WEEK IN AI: Pope Approves Anthropic, Comparing AI Plans, Starcloud SpaceX Partnership

May 29, 2026 10:32am 23 min

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 possi...

How Gavin Baker Invests in AI, and Where the Bubble is Going Next

May 28, 2026 7:20am 29 min

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 Aschen...

Encouraging Athletes to Take Steroids: Bryan Johnson's Enhanced Games

May 26, 2026 7:58am 23 min

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 ne...

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