Limitless: An AI Podcast
Exploring the frontiers of Technology and AI
Episodes
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: https://ope...
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: https://x.com/Limitless...
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/LimitlessFT
SPOTIFY: ...
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://open.spotify.com/show...
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 manifesto, and Snowflake’s post-ear...
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!
------
🌌 LIMITLESS HQ ⬇️
NEWSLETT...
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 and its connection to biot...
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 Vision
14:58 Con...
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 unlock structure, and why An...
🌌 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/
------
Google I/O 2026 was packed full of announcements, but we need to determine wh...
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.
------
🌌 LIMITLESS HQ ⬇️
NEWSLETTER: ...
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://limitlessft.substack.com/
F...
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/
FOLLOW ON X: https://x...
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 the future of the AI market.
...
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 partnership, and other industry de...
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 future of memory supply in ...
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.
------
🌌 LIMITLESS HQ ⬇️
NEWSLE...
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 in coding tasks.
------
🌌...
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.
------
🌌 LIMITLESS HQ ⬇️
N...
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 ideals.
------
🌌 LIMITLESS HQ...
Popular Podcasts
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
Fear thrives in silence and confusion. Ana Navarro rejects both. Her voice is an antidote to today’s chaos. Her new podcast, Bleep! with Ana Navarro, takes on today’s most pressing issues with the voices most connected to it: decision-makers, political leaders, cultural shapers, and people on the frontlines of the story. The conversations acknowledge the emotions we all feel—despair, sadness, fear— but emerge with knowledge, perspective, and hope. The belief is simple: fearless dialogue can transform fear into courage, and courage into change. When fear dominates the headlines, this show digs deeper. Because information, debate, and conversation don’t just ease fear, they give us power to shape the future.
Hey Jonas! The official Jonas Brothers podcast. Hosted by Kevin, Joe, and Nick Jonas. It’s the Jonas Brothers you know... musicians, actors, and well, yes, brothers. Now, they’re sharing another side of themselves in the playful, intimate, and irreverent way only they can. Spend time with the Jonas Brothers here and stay a little bit longer for deep conversations like never before.
Thanks Dad with Ego Nwodim is back! And this time, she's sitting down with not just dads, but anyone with a dad...so everyone! Raised by a single mom, Ego Nwodim may have daddy issues, but she suspects you might too. This season, Ego has funny, heartfelt conversations with actors, comedians, musicians and athletes about life and their experiences with their own fathers. Each episode starts with a simple question: “who do you want to say thanks to?” and ends with a listener asking Ego and the guest for some personal advice. Produced by the Big Money Players Network and iHeartRadio.
A weekly podcast where host, Robert Smigel, and a rotating panel, his friends, assist callers seeking help in making something in their real life funnier. Anything. A best man speech, a eulogy, a breakup letter, a cover letter, an apology, a Tinder profile - Robert, with a panel of professional comedy writers and comedians, will punch it up and get results. Want help with your writing assignment? Submit it to: speakpipe.com/humorme