Limitless

Exploring the Frontiers of AI and Technolgy. Hosted by @JoshKale and @cryptopunk7213 . New shows four times a week on YouTube, Apple, and Spotify

[Limitless @LimitlessFT]

To all the people new here. Welcome to Limitless!
- Subscribing to our show gives you 4 episodes per week
- Each episode is ~25 minutes long and gets you fully up to speed on all things AI
- A lot of people listen on their morning commute or while taking a walk
- We also have a newsletter where we share a thought piece on new ideas as well as a weekly recap every Friday
- It's all totally free

If this sounds interesting here's the link to find us on YouTube, Spotify, Apple Podcasts or wherever else you like to consume content. It's a pretty exciting journey:
https://t.co/hs8hI2uXe2

[Limitless @LimitlessFT]

depends on what you need it for!

if you're really looking to save money, you can dial in exactly what model level you need for a specific prompt.

You'll burn through your session usage fast using Fable 5 on the $20/mo plan... But if you use a manual mix of models & effort levels, you can stretch that out a good amount.

So rather than setting your budget first, I would make your budget reactive to your needs.

[Limitless @LimitlessFT]

Imagine walking into an interview at OpenAI and they ask you to bring a secret AI device from your current place of employment..

that’s exactly what Tang, OpenAI’s Chief Hardware Officer, allegedly ordered Apple employees to do

if they successfully explained the device… they get the job

[Limitless @LimitlessFT]

This would have been a multi-million dollar startup not too long ago. People would have paid $20/month for the subscription.

Now you can generate this in a few prompts on GPT-5.6.

The best part about 5.6? The image and voice models.
It's really this simple:

-> You feed it an entire catalog of pictures of you.

-> 5.6 extracts it and assumes what the rest of the clothing article will look like.

-> It will place it in a digital closet where you can kind of customize and mix and match your clothes.

GPT-5.6 crushes this.

[Sam Altman @sama]

this would have been a whole startup not too long ago

[Limitless @LimitlessFT]

Did OpenAI just get caught for stealing Apple’s secret AI hardware device?

the (alleged) evidence is pretty damning:

-> 24 year Apple veteran asked Apple employees to bring in proprietary Apple hardware to interviews.

-> another ex-Apple employee stole a company laptop that had access to classified information.

if true, this is one of the biggest feats of corporate espionage just months before one of the biggest rumored IPOs of the year

lock in, we unpacked everything on todays episode 👇

[Limitless @LimitlessFT]

Right now, Samsung is the most profitable company in the world.

That's literally $650 million per day. In profit.

And with SK Hynix stock up 260% in the last quarter, the Korean memory co's have posted unfathomable numbers in the last few months.

But things are changing:

-> Both stocks have plummeted over 20% off their peak valuation just a few weeks ago

-> SK Hynix will have a US IPO with over 10% of a $28B ADR funded by who? Leopold Aschenbrenner

There are countless moving parts here -- so we broke them all down in today's episode 👇

[Limitless @LimitlessFT]

the most asymmetric trend in AI right now is adoption and energy.

if you’re betting on continual demand for AI then those are the things to track - are more people using it and is there enough to go around.

currently: 99% of companies arent using it.

[Limitless @LimitlessFT]

if we had a dollar to invest in every founder we interviewed on our show over the last year… we’d be up 400% 🫠

here are those companies

[Limitless @LimitlessFT]

We gave Fable 5 access to 200 episode transcripts detailing the last 1 year in AI... and asked it to tell us what's next.

And it made some pretty convincing bets:

-> everyone's underestimating the demand for memory. Samsung, SK Hynix, and Micron will become the biggest companies in the world

-> AI Datacenters in space will be a resounding success.. and @elon will be the one to win it

-> Disease research and financial trading will be the next major wave of advancements in AI models.

All this and much more on today's episode 👇

[Limitless @LimitlessFT]

“you’d have to be crazy to work here”

The team @Etched might be the most ambitious group of people building an AI chip

> flew team to bangalore for 6 months to rebuild a chip from scratch after they made a mistake

> convinced everyone to move to a co-op apartment compound in san diego

> claims they’ve designed a chip that’s 10X better at inference

who are these guys?

[Limitless @LimitlessFT]

the top 2 chinese AI labs just announced they’re building their own chips.

OpenAI, Meta, Anthropic and Google are doing the same

NVIDIA’s monopoly on GPUs is officially threatened.

but WHY is every ai company buildng their own chips?

The answer is inference and its the #1 revenue generator in 2026

[Limitless @LimitlessFT]

Two 24 year old harvard drop-outs spent 3 years building an AI chip that beats NVIDIA's.

Etched just raised $800M and hired a team stacked with ex-NVIDIA superstars working 24/7 (literally) to build an inference chip 10X(!!!) better than the nearest competitor.

The bold bet? theres two:

1. low-voltage inference: their chip uses 75% LESS power to generate the same level of intelligence.

2. cluster scale memory: a shared memory pool across multiple chips

together this team is taking on the $5 trillion giant NVIDIA... and they might just win 👇

[Limitless @LimitlessFT]

the gloves are off! Glm 5.2 is the real deal scoring highly against very competitive (and legitimate) benchmarks

#5 in DeepSWE, #1 in design arena (beating fable) and much more

[Limitless @LimitlessFT]

GLM 5.2 is a model worth switching to.

GPT 5.5 quality for 5-7x cheaper cost

and convincingly better at coding…

[Limitless @LimitlessFT]

Last week Chinese AI model GLM 5.2 took the world by storm for 3 reasons:

-> 5-7x cheaper than Opus 4.8 and GPT 5.5
-> As good and in some cases better at coding
-> Open weight design meaning you can download and run it for free.

So the question is... should you switch your $200 per month pro subscription for GLM 5.2 at a fraction of the price?

We unpacked it all on today's episode 👇

[Limitless @LimitlessFT]

spaceX just acquired Cursor for free

The price-tag was $60 billion but it was an all-stock deal at the inflated IPO price $SPCX

Bill Ackman said it best - “SpaceX’s big advantage is its market value” it allows them to acquire the leaders and leap-frog into the frontier

[Limitless @LimitlessFT]

Leopold aschenbrenner has a $1.3 billion short on NVIDIA as per his recent 13F filing - but is he right?

this week Nvidia announced a $25B external capital raise

why does the most valuable company in the world need to raise more money?

we unpacked the deal structure

[Limitless @LimitlessFT]

Full episode

[Limitless @LimitlessFT]

Leopold Aschenbrenner's fund Situational Awareness recently crossed a $20 billion AUM, up 1000% since inception.

This is a record-breaking feat achieved by contrarian investment bets... and he might be about to strike gold again.

On Monday NVIDIA announced they're raising $25B in external capital. Why is the #1 most valuable company in the world raising money?

Leopold currently has a massive $1.3B notional short on NVIDIA stock revealed in his latest 13F filings.. and it might be about to pay off.

The wildest part is 20% of his fund is Anthropic shares he bought when it was worth only $60B (now worth $1 trillion)

We unpack the investment thesis and more on todays episode 👇

[Limitless @LimitlessFT]

leopold's investment portfolio is showing us where the money in AI is flowing to next:

Power.

[Limitless @LimitlessFT]

Leopold Aschenbrenner's fund Situational Awareness recently crossed a $20 billion AUM, up 1000% since inception.

This is a record-breaking feat achieved by contrarian investment bets... and he might be about to strike gold again.

On Monday NVIDIA announced they're raising $25B in external capital. Why is the #1 most valuable company in the world raising money?

Leopold currently has a massive $1.3B notional short on NVIDIA stock revealed in his latest 13F filings.. and it might be about to pay off.

The wildest part is 20% of his fund is Anthropic shares he bought when it was worth only $60B (now worth $1 trillion)

We unpack the investment thesis and more on todays episode 👇

[Limitless @LimitlessFT]

even if spaceX fails tomorrow they STILL win:

"their nearest competitor blue origin is 5-10 years behind"

the scale of starlink and starship launches is a monopoly on space transport and data connectivity

[Limitless @LimitlessFT]

The most hyped IPO in the world just launched and it's already broken multiple records.

SpaceX is currently trading at a $2.1 trillion market cap, making it the 7th most valuable company in the world... and Elon Musk the world's 1st trillionaire

but is it worth buying? We think so.

-> SpaceX just announced their AI1 satellite that will generate 120GW of ai compute (5X more than terrestrial data centers!)

-> Anthropic, Google and Cursor are paying SpaceX $50B+ to access colossus compute

-> Starlink is growing at an astounding pace on-track to bringing in $100B+ ARR by 2028.

We unpacked the entire IPO, thesis and brought the numbers to prove it 👇