Limitless: An AI Podcast
Exploring the frontiers of Technology and AI
10
Hijacking Instagram: Behind The Massive AI Exploit
<p>A Meta AI account-recovery exploit let attackers trigger password reset links for Instagram and Facebook accounts through social engineering.</p><p>With this backdrop, we explore security risks for AI systems, including prompt injection, and close with advice on stronger authentication and safer account practices.</p><p>------<br>🌌 LIMITLESS HQ ⬇️</p><p>NEWSLETTER: https://limitlessft.substack.com/<br>FOLLOW ON X: https://x.com/LimitlessFT<br>SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ<br>APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890<br>RSS FEED: https://limitlessft.substack.com/</p><p>------<br>TIMESTAMPS</p><p>0:00 Meta AI Hack<br>2:35 How...
SpaceX, OpenAI, and Anthropic IPOs: AI's Reckoning
<p>SpaceX, OpenAI, and Anthropic have all filed for their upcoming IPOs. This speaks pretty heavily to the scale of projectedAI capital spending.</p><p>We also cover changing index rules, the size of the raises compared with past market cycles, and Anthropic’s revenue growth and business case.</p><p>------<br>🌌 LIMITLESS HQ ⬇️</p><p>NEWSLETTER: https://limitlessft.substack.com/<br>FOLLOW ON X: https://x.com/LimitlessFT<br>SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ<br>APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890<br>RSS FEED: https://limitlessft.substack.com/</p><p>------<br>TIMESTAMPS</p><p>0:00 IPOs and...
Dell's Comeback is the Perfect AI Case Study
<p>We discuss Dell’s incredibly impressive price action rally, after its focus on AI infrastructure, and NVIDIA’s latest hardware announcements. We also cover the push toward local and private AI use, along with Dell’s earnings and strong AI server sales.</p><p>------<br>🌌 LIMITLESS HQ ⬇️</p><p>NEWSLETTER: https://limitlessft.substack.com/<br>FOLLOW ON X: https://x.com/LimitlessFT<br>SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ<br>APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890<br>RSS FEED: https://limitlessft.substack.com/</p><p>------<br>TIMESTAMPS</p><p>0:00 Dell’s AI Comeback<br>1:34 Private to Public<br...
THIS WEEK IN AI: Pope Approves Anthropic, Comparing AI Plans, Starcloud SpaceX Partnership
<p>We need to discuss Meta’s new subscription plans for Instagram, Facebook, WhatsApp, and AI. Then we'll compare them with offerings from Google, Claude, ChatGPT, and X. Can Meta justify its AI spending? If not, what possible fallback strategies can they lean on?</p><p>We also explore StarCloud’s planned orbital data center, Cognition’s funding round, a new agentic coding benchmark, Pope Leo’s AI manifesto, and Snowflake’s post-earnings stock jump.</p><p>------<br>🌌 LIMITLESS HQ ⬇️</p><p>NEWSLETTER: https://limitlessft.substack.com/<br>FOLLOW ON X: https://x.com/LimitlessFT<br>SPOTIFY: https://open.spotify.com/show/5oV29YUL8A...
How Gavin Baker Invests in AI, and Where the Bubble is Going Next
<p>In this episode, we discuss Gavin Baker’s view that AI is a super cycle, with the biggest opportunities in infrastructure, chips, memory, and power rather than software. </p><p>It's interesting to pit him against Leopold Aschenbrenner, who has taken a higher octane approach to similar overarching theses. </p><p>Gavin's portfolio includes Astera Labs, Cerebras, NVIDIA, Micron, and Unity Software. DYOR!</p><p>------<br>🌌 LIMITLESS HQ ⬇️</p><p>NEWSLETTER: https://limitlessft.substack.com/<br>FOLLOW ON X: https://x.com/LimitlessFT<br>SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ<br>APPLE: https://podcasts.apple.com/us/podcast/limitless-podca...
Encouraging Athletes to Take Steroids: Bryan Johnson's Enhanced Games
<p>In this episode, we discuss the Enhanced Games in Las Vegas, where athletes were allowed to use performance-enhancing drugs under medical supervision, including the event format, prizes, and rules. </p><p>We also highlight a new world record swim in the men’s 50-meter freestyle, other event winners, and the mixed results for enhanced versus natural athletes. Finally, we look at the event’s business side and its connection to biotech, AI, and future enhancement and medicine.</p><p>------<br>🌌 LIMITLESS HQ ⬇️</p><p>NEWSLETTER: https://limitlessft.substack.com/<br>FOLLOW ON X: https://x.com/LimitlessFT<br>SPOTIFY: ...
The Story of Cursor: The Fastest AI Company and Massive Comeback
<p>Things people aren't talking about enough: Cursor’s rapid growth, its role as an AI coding harness, and the data and training advantages that may support its moat. </p><p>With the reported SpaceX and xAI deal, there's a real possibility of combining Cursor with Grok and large-scale compute.</p><p>------<br>TIMESTAMPS</p><p>0:00 The Cursor Story<br>1:54 The Harness Moat<br>4:51 Budgets and Data<br>8:59 The Deals<br>12:31 The Vision<br>14:58 Concerns<br>17:23 Final Takes</p><p>------<br>🌌 LIMITLESS HQ ⬇️</p><p>NEWSLETTER: https://limitlessft.substack.com/<br>FOLLOW ON X: https://x.com/LimitlessFT<br>SPOTIFY: ...
ROUNDUP: Anthropic Pays Elon $45B, SpaceX Files $1.75T IPO, Claude Mythos Hacks Apple
<p>Three of the biggest deals in AI history all hit in the last 48 hours. SpaceX filed for a $1.75 trillion IPO, the biggest ever. Anthropic signed a deal to pay Elon $1.25 billion a month to train Claude on his GPUs, $45 billion total through 2029. And Anthropic is now projected to be profitable by next month, beating OpenAI to it.<br>We break down the S1 filing, the 30% retail float, the insider unlock structure, and why Antonio Gracias is about to become absurdly wealthy. Then we get into Cursor's $60 billion acquisition by SpaceX, why Michael Truell is about to be the youngest...
Google I/O 2026: Their Next Big Thing Is Finally Here
<p>🌌 LIMITLESS HQ ⬇️</p><p>NEWSLETTER: https://limitlessft.substack.com/<br>FOLLOW ON X: https://x.com/LimitlessFT<br>SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ<br>APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890<br>RSS FEED: https://limitlessft.substack.com/</p><p>------<br>Google I/O 2026 was packed full of announcements, but we need to determine whether the company is keeping pace with OpenAI and Anthropic. </p><p>We cover Gemini Omni, Gemini 3.5 Flash, and Gemini Spark, along with Google’s updates to Search, YouTube Search, and its new AI glasses. Let's examine Google’s broader product strategy and see if...
Leopold is Back: 13F Filings Reveal a New Bet
<p>Leopold Aschenbrenner is back with his latest 13F filing and his sharp shift from bullish to bearish on major AI and semiconductor names like NVIDIA, AMD, and Broadcom. </p><p>Although these positions date back to Q1, we can use this to explore his long positions in power, infrastructure, and data center-related companies. More importantly, we need to find out where the puck is moving next.</p><p>------<br>🌌 LIMITLESS HQ ⬇️</p><p>NEWSLETTER: https://limitlessft.substack.com/<br>FOLLOW ON X: https://x.com/LimitlessFT<br>SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ<br>APPLE: https://podcasts.apple.com...
