Limitless: An AI Podcast THIS WEEK IN AI: Google TurboQuant, OpenAI Ends Sora, SpaceX IPO
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Mar 27, 2026 They unpack Google's TurboQuant and how it could reshape memory needs for AI. They cover OpenAI shutting down Sora and its pivot toward larger AGI efforts. They examine rumors of a massive SpaceX IPO and Apple’s tightened App Store rules affecting AI apps. They also touch on Meta’s bold market ambitions and a surprising turn into AI-generated music.
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Memory Stock Selloff Is Likely An Overreaction
- Market sold off memory stocks after TurboQuant news but Josh and Ajaz call the move an overreaction since lower cost often increases consumption.
- They expect Jevons paradox: cheaper inference will drive far greater demand for AI services, supporting long-term memory demand.
TurboQuant Enables Frontier Edge Inference
- TurboQuant isn't just cloud-first; it also enables stronger edge and local inference, meaning iPhones and Mac Minis could run larger models more efficiently.
- That increases the plausibility of frontier-capable on-device models when combined with custom accelerators like TPUs.
Sora Rose Fast And Was Quickly Sunsetted
- OpenAI launched Sora, an AI video TikTok-like app that hit 5M downloads in a day and topped app charts, but then sunsetting it weeks later.
- The team now shifts to world models and robotics as OpenAI reorganizes under AGI Deployment.