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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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

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

Tesla began launching of fully autonomous driverless Robotaxis in Austin, marking a pivotal moment in self-driving technology. Competition between Tesla and Waymo heats up, but one thing is for sure: society is changing.

Josh’s relays his personal experiences with Tesla FSD, and we delve into the cost-efficient Cybercab's potential to transform urban living and vehicle ownership, alongside Tesla's safety statistics and future AI integrations.

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

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TIMESTAMPS

0:00 Intro
2:24 The Rise of Unsupervised Driving
5:17 Introducing the RoboTaxi
7:09 Tesla vs. Waymo
11:06 Form Factor
14:02 The Data Advantage
15:58 The Neural Network
19:04 Future of Transport
22:13 The Economics of Cyber Cabs
22:57 Safety in Self-Driving
25:22 Transforming Urban Landscapes
29:06 Idle Compute Power
29:48 The Future of AI in Cars

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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

Despite the launch of ChatGPT 5.2, there is turmoil at OpenAI, coming amid $20 billion losses and fierce competition from Claude and Google's Gemini. CEO Sam Altman’s "code red" signals urgency, especially with a $1 billion AI content deal with Disney.

We discuss user experience concerns, noting only 5% of users are paying subscribers, and the potential impact of ads on retention. Do you still use ChatGPT?

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

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TIMESTAMPS

0:00 OpenAI's Survival Struggles
1:34 GPT 5.2
5:50 Financial Challenges
8:38 Billion Dollar Disney
9:50 Subscription Models
13:56 The Future of OpenAI

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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