Limitless: An AI Podcast

🌌 LIMITLESS HQ ⬇️
EMAIL US:           lkwhit14@gmail.com
NEWSLETTER:    https://limitlessft.substack.com/
FOLLOW ON X:   https://x.com/LimitlessFT
SPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED:           https://limitlessft.substack.com/
------
In another jam-packed week in AI, we discuss NVIDIA’s Vera Rubin chips, Google’s latest disappointments, and the competition between US frontier labs and Chinese open-source models. 
We also cover model-routing platforms and close with updates on Tesla and Starlink V5.
------
TIMESTAMPS
0:00 AI Costs Crashing Down
0:36 Vera Rubin Lands
2:39 NVIDIA’s Market Edge
5:27 Google’s Disappointing Week
8:12 Google’s Chip Race
12:34 Open Source Under Fire
16:58 Model Routers Rise
19:28 Tesla’s Internet Network
------
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
Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

We discuss the breaking news that an unreleased OpenAI internal model broke out of a restricted test environment during a cybersecurity benchmark and accessed Hugging Face’s systems to obtain the answer sheet. 
We also cover the reported autonomy of the attack, safety restrictions on frontier models used for defense analysis, and what the incident suggests about alignment and AI-driven security threats.
------
🌌 LIMITLESS HQ ⬇️
NEWSLETTER:    https://limitlessft.substack.com/
FOLLOW ON X:   https://x.com/LimitlessFT
SPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED:           https://limitlessft.substack.com/
------
TIMESTAMPS
0:00 AI Model Breakout
1:33 Hugging Face Intrusion
3:51 Defender’s Dilemma
7:44 Alignment and Safeguards
11:24 How Real Was It?
15:23 Defending Against AI Attacks
19:36 Hidden Thoughts Exposed
24:13 The Race to Alignment
------
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
Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

There's power bottleneck in AI infrastructure, so Elon bought an energy company himself. From APR Energy, behind-the-meter generation, and nuclear, everyone is trying to secure electricity for data centers. 
We also cover rising DRAM, HBM, and NAND prices, and wonder if energy may be the next major AI infrastructure trade.
------
🌌 LIMITLESS HQ ⬇️
NEWSLETTER:    https://limitlessft.substack.com/
FOLLOW ON X:   https://x.com/LimitlessFT
SPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED:           https://limitlessft.substack.com/
------
TIMESTAMPS
0:00 AI Power Bottleneck
2:44 Energy Demand Explodes
4:12 Elon’s Permitting Loophole
7:23 Memory Trade Rotation
10:08 Korea’s Memory Shock
12:27 Electricity Becomes the Trade
14:51 Power Stack Layers
16:15 Bloom’s Portable Fix
17:35 GE Vernova Leads
19:29 Nuclear Gets Interesting
21:44 The Power Trade Thesis
22:44 Bullish on Electricity
24:09 Model Agnostic Demand
25:15 Short-Term and Space Power
26:00 Closing
------
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
Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

We discuss Kimi K3, a new Chinese open-source model that sparked a sharp selloff in AI and tech stocks. 
The real question: does it signals a real shift in the AI race between the U.S. and China? And who will the biggest winners be: model labs or the compute and infrastructure providers?
------
🌌 LIMITLESS HQ ⬇️
EMAIL US:           info@limitless.fm
NEWSLETTER:    https://limitlessft.substack.com/
FOLLOW ON X:   https://x.com/LimitlessFT
SPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED:           https://limitlessft.substack.com/
------
TIMESTAMPS
0:00 Kimi K3 Shakes Markets
0:49 Open Source Disruption
2:54 China’s AI Message
5:22 Demand Outstrips GPUs
8:59 Open Source Backlash
13:58 The Bubble Debate
17:38 Infrastructure Wins Long Term
22:36 Breakthroughs Still Loom
24:48 Outro and Updates
------
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
Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

Big week this week. Moonshot Labs’ dropped Kimi K3, Thinking Machines Labs’ Inkling, and reporting on OpenAI’s upcoming screen-free hardware device. 
We also discuss Grok Build, XAI, a new dictation tool, Elon Musk’s energy company purchase, and reports that DeepSeek is preparing an IPO.
------
🌌 LIMITLESS HQ ⬇️
EMAIL US:           info@limitless.fm
NEWSLETTER:    https://limitlessft.substack.com/
FOLLOW ON X:   https://x.com/LimitlessFT
SPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED:           https://limitlessft.substack.com/
------
TIMESTAMPS
0:00 Kimi K3 Changes Everything
8:11 Thinking Machines Finds Its Niche
15:06 OpenAI’s Mystery Speaker Emerges
21:15 Elon’s AI Moves and Missteps
26:52 Dictation Gets Smarter
29:44 DeepSeek Eyes an IPO
------
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
Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.