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

This week in AI, we examine the economic implications of OpenAI CFO Sarah Fryer’s "backstop" proposal. We discuss Apple’s $1 billion AI partnership with Google, Google’s new Ironwood TPUs, and a novel AI personal device ring. We also cover Anthropic’s rise as an OpenAI competitor, Meta’s financial struggles, and Google’s plans for space using solar-powered AI data centers.

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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 OpenAI's Government Backstop
3:53 Government Bailouts
7:31 The AI Bubble
11:07 Apple and Google's AI Collaboration
13:11 Google's New TPU Ironwood
15:41 The Sandbar Ring
18:52 Anthropic Shows Life
22:27 Meta's Earnings
27:25 Google Space Compute
31:21 NASA On the Board

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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, Google and Apple are undervalued. We discuss Google's aggressive AI investments and the potential to triple its market cap to $10 trillion, alongside Apple's cautious yet strategic approach leveraging local inference capabilities.

We explore the historical contexts, evolving relationships, and the investment potential that could defy market expectations. Be sure to subscribe and share!

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

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

------
TIMESTAMPS

0:00 Google and Apple: A Tale of Two Giants
0:51 The Bull Case for Google
15:45 The Disconnect with Apple
24:16 Apple’s Strategic AI Partnerships
27:42 Conclusion: Value Amidst Market Sentiment

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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

We finally know what Ilya Sutskever saw, and why OpenAI’s chief scientist moved to oust Sam Altman. We unpack the newly released 52-page deposition: a year of plotting with Mira Murati, the board’s shock decision, and the near-walkout of 700 employees. Then we break down Sam’s $1.4T compute spree, that fiery BG2 exchange, and the only paths that might pay for it (ads? devices? an “AI cloud”?). If you care where AGI, OpenAI’s rumored IPO, and your data are headed, hit play.

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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

00:00 What Did Ilya See
04:04 The Deposition
08:01 Well That Was Unexpected...
13:37 The Viral Clip
19:13 Can $1T Actually Make Sense?
24:56 The OpenAI Ad Strategy
31:20 Are You Buying The IPO?

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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

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

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NVIDIA's hits a historic $5 trillion all time high, and OpenAI is restructuring Artificial General Intelligence (AGI) within a decade. We explore the implications of OpenAI's transition to a public benefit corporation and its partnership with Microsoft. Also featured is the OneX Neo humanoid robot for home use, Grokipedia, an AI-driven encyclopedia by Elon Musk's Grok, and the innovative X402 web standard for microtransactions. We conclude with insights on tech stock trends and express our gratitude to listeners.
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TIMESTAMPS

0:00 Intro
0:47 OpenAI's New Vision
4:53 Microsoft's Strategic Moves
8:53 Navigating AI Investments
10:17 Introducing Humanoid Robotics
18:13 Grokipedia Launches
25:37 x402
30:45 Space Data Centers
37:46 Closing Thoughts

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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

Tesla is one of a kind in autonomy, focusing on its benchmark autopilot and innovative neural networks that emulate human decision-making.

Tesla processes vast real-world and synthetic data to enhance adaptability in driving. They discuss the upcoming AI5 chip, set to transform Tesla's computing capabilities, and speculate on the economic implications of a future with humanoid robots and autonomous vehicles.

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

------
TIMESTAMPS

0:00 Intro
0:53 Behind the Scenes of Tesla
2:46 The Secrets of Neural Networks
6:51 The Curse of Dimensionality
7:57 Data Curation and Edge Cases
13:13 World Modeling and Simulation
16:15 The Future of Humanoid Robots
18:04 The Financial Landscape of Tesla
21:48 The AI5 Chip Revolution
25:38 Closing Thoughts on Autonomy

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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