In this episode, we explore Michael Burry's massive short position on NVIDIA, questioning if it foreshadows a market correction or reflects AI's dependency on GPUs. We assess Burry's claims of inflated tech valuations against data showing ongoing reliance on older GPUs by Frontier AI labs.

We also touch on Microsoft's moves with OpenAI, the implications of the GPT-5.1 launch, and innovations from Google’s DeepMind.

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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT

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TIMESTAMPS

0:00 The Big AI Short
2:39 The Thesis
7:02 Hardware Demand
9:27 GPU Economics
11:42 The Crash and Burn
13:20 Energy Constraints
17:01 Microsoft Owns it All
18:14 ChatGPT 5.1
23:21 Google 3D Rendering
29:00 Final Thoughts

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RESOURCES

Josh: https://x.com/JoshjKale

Ejaaz: https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Elon Musk just got a path to become the world’s first trillionaire, and Tesla shareholders might ride that upside with him. 🚀 This episode breaks down Tesla’s wild new compensation plan, from 20M cars a year and 1M humanoid robots to a global robo-taxi network and an $8.5T valuation. We dive into Cyber Cabs, Optimus, Tesla’s in-house AI chips rivaling NVIDIA, and why Tesla might secretly be the most important AI company in the world. And we tackle the big question head-on: should Elon become a trillionaire, and do you want to be holding Tesla shares if he does?

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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT

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TIMESTAMPS

00:00 Minting The World's First Trillionaire
04:55 How To Make $1M
09:11 How Will They Do It
11:16 Cybercab Launch Revealed
13:27 Optimus For $20K?
16:22 The NVDA Sized Opportunity
21:04 The xAI Deal Fell Through
24:17 Should Trillionaires Exist?

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RESOURCES

Josh: https://x.com/JoshjKale

Ejaaz: https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

In this episode, we discuss the launch of Kimi K2 Thinking from Moonshot AI Labs, an open-source AI model targeting GPT-5 and Gemini for just $4.6 million. With its impressive benchmarks, there are major implications for the American AI industry amidst rising competition. Tune in for insights on Kimi K2’s innovative architecture and its potential to reshape the future of AI and its economy!

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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT

Substack:
https://limitlessft.substack.com/

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TIMESTAMPS

0:00 Kimi K2: The New Frontier AI
1:29 Impressive Specs and Performance
4:54 Cost Comparison with GPT-5
6:59 Mixture of Experts Architecture
8:47 U.S. vs. Chinese AI Models
11:21 Open Source Advantages
13:02 Licensing and Commercial Use
18:37 User Experience and Ecosystems
21:05 Efficiency vs. Precision
22:53 The Consumer Advantage
24:03 Future of Open vs. Closed Source
25:32 Closing Thoughts and Call to Action

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RESOURCES

Josh: https://x.com/joshjkale

Ejaaz: https://x.com/cryptopunk7213

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠