🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
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OpenAI's new potential pen-shaped device may be designed for ambient computing and moving beyond smart glasses. We analyze the impacts of over $10 billion in failed AI hardware investments and OpenAI's strategic focus on voice technologies.

Exploring the convergence of multimodal AI and societal screen fatigue, we consider how this device could reshape our tech interactions.

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TIMESTAMPS

0:00 AI's New Hardware Revolution
4:08 Speculating the Device's Design
8:25 Ambient Computing's Promise
12:11 The Cost of Innovation
14:52 The Flaws of Smart Glasses
17:49 Pickle's Unlikely Reality
19:26 OpenAI's Unique Approach
23:51 The Future of Device Integration
26:25 Looking Ahead to the Future

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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

There is an urgent memory crisis in the AI industry as 2026 begins, highlighted by graphics card prices skyrocketing from $500 to $4,000. We reveal the $100 billion memory supply gap and its critical implications for AI performance and consumer electronics.

Key players like NVIDIA, Google, and major memory manufacturers struggle to meet demand, while Apple’s upcoming A20 chip raises questions about pricing strategies.

Join us for insights on how consolidation among DRAM suppliers and fierce competition shape the tech landscape, and the potential effects on consumers moving forward!

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

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TIMESTAMPS

0:00 The AI Memory Crisis
3:12 The Rise of Memory Prices
6:21 Apple vs. NVIDIA: The Memory Battle
9:17 The Memory Manufacturing Giants
13:22 The Shift in Market Dynamics
14:37 The Future of Memory in 2026
18:05 The New Gold Rush for AI
18:59 Your Stories: Impact of Rising Costs
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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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

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

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In this episode, we predict the future of AI by 2026, debating AGI breakthroughs and the role of GPU clusters in space.

Get involved. What do you think about the future of AI?

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TIMESTAMPS

0:00 Predictions for 2026
2:27 GPUs in Space
4:22 Biggest IPO of 2026
5:34 Long and Short Trades
7:36 Industry Predictions
8:42 The Layoff Lotto
10:29 China's Open Source Dominance
14:19 The AI Crash Out
15:37 AI Bubble Implosions
17:11 Breakout Hardware Devices
18:50 Comeback Player of the Year
20:45 Most Valuable Robot
21:53 AI Entertainment Apps
23:36 The Largest Model
25:24 Context Window Records
27:32 Winner Takes Most
29:08 The Biggest Loser
30:44 AI Blue Chip of 2026
31:57 Best Model by Intelligence
34:08 The Hottest Trend for 2026
37:27 Predictions Wrap-Up

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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

Nvidia's $20 billion deal with Groq could totally change AI infrastructure. Meanwhile, Meta's purchase of Manus AI might not be so bullish.

We celebrate Google’s Gemini app dethroning ChatGPT and discuss Alphabet's acquisition of Intersect for better energy control. Plus, insights from Andre highlight the future of generative AI in shaping user experiences.

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

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TIMESTAMPS

0:00 Nvidia's $20 Billion Acquisition
0:49 Understanding Grok's Inference Technology
10:11 Meta's Latest Acquisition
12:10 The Rise of Manus AI
15:53 Google Takes the Lead with Gemini
21:46 Google's Strategic Energy Acquisition
22:05 Andre Carpathy's LLM Year in Review
23:57 Wrapping Up the Year

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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

Welcome to the first annual Limitless AI Awards show where we're ranking the biggest Winners and Losers in AI. You’re either getting the crown… or the dunce cap. 🏆🧢

2025 was pure AI chaos: surprise rookies, biggest flops, unhinged drama, and one hidden “Model of the Year” pick that might start a war in the group chat.

We go category-by-category: Rookie of the Year, Biggest Flop, Moat Builder, Model Most Likely to Make You Rich, Model of the Year, Biggest Loser, and AI Company of the Year, and we didn’t pre-align on answers… so the reveals are real. Drop your winners/losers in the comments and tell us what we got wrong (we can take it).

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🌌 Limitless HQ: Listen, Read & Follow ⬇️
https://limitless.bankless.com/
https://limitlessft.substack.com
https://x.com/LimitlessFT
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Chapters

00:00 Introducing The Awards Show
04:34 Biggest Flop
07:41 Best Comeback Story
10:04 Most Likely To Make You Rich
12:32 Best AI Stock Of The Year
14:49 Moat Builder Of The Year
17:31 Biggest Waste Of Money
20:20 Most Unhinged Drama
23:54 Monopoly Man Award
26:10 Model Of The Year
29:31 Product Of The Year
32:20 Biggest Loser Of The Year
36:01 AI Model Of The Year

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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

Gaussian splatting is a groundbreaking technology that overlays past images onto current scenes for immersive 3D experiences.

We discuss its potential to transform Hollywood productions, reduce costs, and enhance gaming. Splatting could actually redefine our interactions with technology and memories. Straight out of Black Mirror.

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

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TIMESTAMPS

0:00 Introduction to Splat Technology
6:59 Live Demo of Splatting
11:11 Usa Cases
19:40 Splat as a Bridge Between Realities
22:16 Merging Digital and Physical Worlds
25:38 The Future of Wearable Technology

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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

Believe it or not, Amazon has some hidden strengths in AI, especially with the groundbreaking Trainium 3 chip and significant data center expansions. We discuss advancements in robotics and challenges with TSMC's manufacturing.

With promising partnerships and interesting market outlooks, we'll definitely be keeping an eye on Amazon moving into 2026.

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🗞️ LIMITLESS NEWSLETTER 🗞️
https://limitlessft.substack.com/p/2026s-most-asymmetric-bet

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

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TIMESTAMPS

0:50 Amazon's AI Chips Revolution
3:35 The Asymmetric Bet of 2026
4:08 Tranium 3: A Game Changer
6:28 Comparing AI Chip Technologies
11:02 AWS: The Profit Engine
13:15 Amazon's Massive Data Center Plans
13:50 The AI Factory Concept
16:20 Amazon's Robot Revolution
19:08 Automation and the Future Workforce
23:22 Amazon's AI Strategy Unveiled
25:43 The TSMC Challenge
30:30 The Hidden Upside of Amazon
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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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

ASML has a clear lithography market dominance, but it faces potential competition from a Chinese prototype. We introduce challenger Substrate, highlight Elon Musk’s lunar mass driver concept, and critique Waymo's fundraising amid competitive pressures.

We also analyze Amazon's $10 billion investment in OpenAI and the challenges of sustaining AI operations, along with Google’s Gemini 3 release and OpenAI’s image generation model.

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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 Invisible Monopoly
2:17 China's Breakthrough
4:48 Competing Technologies
5:24 Dependency on ASML
9:44 Lunar Mass Driver
10:52 Energy and AI
11:45 Waymo Fundraising
14:19 Amazon and OpenAI
15:14 Circular Economy
16:47 Gemini 3 Flash
23:08 Advances in Organ Preservation
26:40 Recap of the Week

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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