Project Stargate a $500 billion, multi-gigawatt data-center network from OpenAI, Microsoft, and the U.S. government—signals that control of watts and GPUs is replacing oil and nukes as the world’s new hard power. We trace how Texas and Abu Dhabi super-clusters, chip export quotas, and Taiwan’s bottleneck are redrawing geopolitical lines, while Meta’s VO-3-powered ads reveal a coming internet optimized for hyper-personalized persuasion. The crew also unpacks Anthropic’s Game-of-Thrones clash with OpenAI over Claude access and the $1.5 billion Builder.ai “no-AI” scandal, exposing the razor-thin line between breakthrough and buzzword. If you want to understand how compute, capital, and national security will shape the 2030s, hit play.

------
💫 LIMITLESS | SUBSCRIBE & FOLLOW
https://limitless.bankless.com/
https://x.com/LimitlessFT

------
TIMESTAMPS

00:00 Stargate's International Expansion
10:06 How Big Of A Deal Is This?
15:46 Governments vs Private AI
22:18 Who Owns The Data?
25:37 Content Addiction Endgame
35:39 This Is A Big Deal
41:19 Can This Be A Good Thing?
48:39 Fake AI Agents??
56:41 Game Of Thrones Update

------
RESOURCES

David: https://x.com/trustlessstate

Josh: https://x.com/Josh_Kale

Ejaaz:https://x.com/cryptopunk7213

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

Two visions for the future of AI clash in this debate between Daniel Kokotajlo and Arvind Narayanan.

Is AI a revolutionary new species destined for runaway superintelligence, or just another step in humanity’s technological evolution—like electricity or the internet?

Daniel, a former OpenAI researcher and author of AI 2027, argues for a fast-approaching intelligence explosion. Arvind, a Princeton professor and co-author of AI Snake Oil, contends that AI is powerful but ultimately controllable and slow to reshape society. Moderated by Ryan and David, this conversation dives into the crux of capability vs. power, economic transformation, and the future of democratic agency in an AI-driven world.

------
💫 LIMITLESS | SUBSCRIBE & FOLLOW
https://limitless.bankless.com/
https://x.com/LimitlessFT

------
TIMESTAMPS

0:00 Intro
1:38 IS AI Normal Tech?
27:13 Capability & Power
39:48 Manageable or Existential?
47:32 AGI Milestone
55:28 AI by 2030
1:07:03 Making Sense
1:11:05 Closing & Disclaimers

------
RESOURCES

Daniel Kokotajlo
https://x.com/dkokotajlo

Arvind Narayanan
https://x.com/random_walker

Two Paths For AI - Daniel
https://www.newyorker.com/culture/open-questions/two-paths-for-ai

AI as Normal Technology - Arvind
https://knightcolumbia.org/content/ai-as-normal-technology

AI 2027 - Daniel
https://ai-2027.com/

AI Snake Oil - Arvind
https://www.aisnakeoil.com/
https://www.amazon.com/Snake-Oil-Artificial-Intelligence-Difference/dp/069124913X

Pause AI
https://pauseai.info/pdoom

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

In this episode, Isaiah Taylor, co-founder of Valor Atomics, emphasizes the pivotal role of energy as the foundational currency of civilization. He argues that overcoming energy constraints can unlock limitless creativity and innovation. Isaiah shares his journey from high school dropout to nuclear innovator, advocating for nuclear fission and modular reactors as key solutions for sustainable energy. He envisions a future with abundant energy impacting daily life, enabling entrepreneurs, and facilitating space exploration. Isaiah underscores the need for innovative thinkers to bring nuclear energy into the mainstream, inspiring optimism for a transformative future.

------
💫 LIMITLESS | SUBSCRIBE & FOLLOW
https://youtu.be/P17_c0tgRvg
https://x.com/LimitlessFT

------

TIMESTAMPS

00:00 Start
05:20 The Fundamental Role of Energy
07:45 Envisioning a World with Abundant Energy
16:02 Isaiah's Journey into Nuclear Energy
24:10 Why Nuclear Fission is the Future
29:14 The Vision of Valor Atomics
36:46 Transforming Everyday Life Through Energy
44:17 Space Exploration and Energy Relations
51:30 Bringing Nuclear Energy to the Mainstream
01:03:15 Final Thoughts and Call to Action

------
RESOURCES

Isaiah: https://x.com/isaiah_p_taylor

Valar Atomics: https://www.valaratomics.com/

David: https://x.com/trustlessstate

Josh: https://x.com/Josh_Kale

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