Limitless: An AI Podcast
Exploring the frontiers of Technology and AI
10
The AI Energy Stack: The Actual Industry Winners
<p>This is the long-awaited Energy Stack episode. The AI trade is shifting from GPUs to the power, wiring, and data center infrastructure needed to support them. </p><p>Today, we cover Bloom Energy, optical networking companies like Lumentum and Corning, Marvell’s role in AI hardware, and neocloud providers such as Nebius, CoreWeave, and IREN.</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/<...
GPT-5.6: OpenAI's New Model Cheated and Now It's Locked Away
<p>In this episode, we discuss OpenAI’s restricted GPT-5.6, its model tiers, and questions raised by its benchmark results and reported behavior. We also cover pricing pressure from open source AI models, limited public access to frontier systems, and broader consolidation in the AI industry.</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 GPT 5.6 Banned<br>1:46 Thre...
THIS WEEK IN AI: ChatGPT Built its Own Chip, Micron Soars, a24's $75m Google Deal
<p>Today we're unpacking OpenAI’s plan to build its own custom AI chip—the Jalepeño—and what that means for its hardware strategy. </p><p>We also cover Micron’s strong earnings, its ties to Anthropic, Meta’s next model timeline, and new developments from Google, Amazon, Anthropic, and Valar Atomics.</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 O...
The Quantum Computing Moment: The Last Tech Frontier
<p>Quantum computing is shaping up to be the next major technology after AI, especially in the wake of U.S. efforts to speed up development and prepare for quantum security threats.</p><p>So let's walk through the basics of qubits, the impact on encryption and Bitcoin, and the main companies and applications currently shaping the field.</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...
The Point of No Return: GLM 5.2 Approaches the Frontier
<p>The Chinese open-weight AI model GLM 5.2 compares with leading models from OpenAI and Anthropic on coding and development tasks. </p><p>Today, we cover the shift toward cheaper AI models, the difference between open weights and closed models, and the U.S. government’s reported ban on Anthropic’s most powerful model after security testing.</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>...
THIS WEEK IN AI: Tension at World AI Summit, Snapchat Glasses, Meta's Crisis
<p>We discuss Snap’s new AR glasses, AI governance at the G7, and Noam Shazeer’s move from Google to OpenAI. </p><p>We also cover Anthropic’s Fable 5 being shut down, Microsoft’s use of a Chinese open-source model in Copilot, and Meta’s latest AI push.</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 Ridiculous AI Glas...
The SpaceX Investment Thesis: Where We Are Now
<p>Today we're following up on SpaceX’s public debut, its sharp rise in valuation, and whether the move signals a major opportunity or an AI bubble. With the small share float, the upcoming unlock schedule, and the possible impact of added supply on volatility, the stakes are only going to get higher.</p><p>We also touch on SpaceX’s reported $60 billion acquisition of Cursor and its connection to AI development... And the big debate: is SpaceX better suited for short-term traders or long-term holders?</p><p>------<br>🌌 LIMITLESS HQ ⬇️</p><p>NEWSLETTER: https://limitlessft.substack.com/<br>FOLLOW ON X...
Updates From the #1 AI Investor: Leopold's NVIDIA & Anthropic Strategy
<p>We discuss Leopold Aschenbrenner’s AI-focused portfolio, including his reported short on NVIDIA and large private investment in Anthropic.</p><p>We also cover NVIDIA’s bond offering and the idea that the AI infrastructure trade is shifting toward power, networking, and data-center buildout rather than just chips.</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 Leopold’s A...
The United States of Claude: Government Bans Fable 5
<p>This is a turning point for AI. Today, we discuss Anthropic’s release and quick withdrawal of its Fable 5 and Mythos 5 AI models after a U.S. export-control notice raised national security concerns. </p><p>We also cover the reported jailbreak, Amazon’s role in escalating the issue, and what the episode suggests about government involvement in access to frontier AI models.</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/id...
THIS WEEK IN AI: SpaceX IPO TODAY, AI 1 Satellite, Claude Fable 5
<p>This Week in AI, we discuss SpaceX as a possible buy ahead of a major IPO, focusing on its valuation, Starlink growth, and the company’s plans for space-based AI data centers. </p><p>We also cover OpenAI’s reported data center deal and S-1 filing, Anthropic’s Fable 5 model, and Apple’s WWDC updates on Siri.</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://limitle...
