Limitless: An AI Podcast

A high-profile leak exposed a next-tier AI model and a simple misconfiguration that triggered cybersecurity alarms. Conversation centers on the model's surprising ability to find critical software vulnerabilities and the ethics of limiting access. Competitor developments, rumored massive models, and shifting market expectations round out the rapid-fire AI race discussion.

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.

They unpack VCX’s jaw-dropping surge from $31 to $575 and why a tiny float and retail demand can create massive premiums. They map Fundrise’s portfolio, highlighting heavy AI, data infrastructure, and aerospace bets. They debate how potential IPOs from SpaceX, Anthropic, and OpenAI could reshape valuation dynamics and outline alternative ways to gain exposure to these companies.

A deep dive into Anthropic’s rapid feature blitz and the new Computer Use capability that lets AI control desktop actions. A lively comparison of Anthropic’s stack to competing projects and what a Claude OS might look like. Discussion of market excitement, IPO chatter, and why people should experiment cautiously with these powerful new tools.

A jaw-dropping industrial plan to build a chip factory the size of a city and produce one terawatt of compute per year. Discussion of a two-chip split for Earth and space, and sending most chips into orbit on solar-powered AI satellites. Deep dives into the $20–25B price tag, massive launch logistics via Starship, and a lunar mass driver and robots building fabs on the Moon.

They unpack Google’s new design and coding tools that threaten Figma and aim at Anthropic’s code stack. They debate Uber’s $1.25B bet on Rivian robotaxis and whether the numbers make sense. OpenAI’s buying spree for developer tools and enterprise positioning gets scrutiny. A surprising self-improving AI model and Anthropic’s huge survey on what people want from AI round out the headlines.

A comeback story centered on automating the movement of physical goods with AI and robotics. They trace a tumultuous rise, regulatory battles, and a dramatic corporate ousting. The creation of Cloud Kitchens and the stealth build toward Atoms get spotlighted. The plan to map, predict, and control industries like mining and food is explored.

A fast recap of Jensen Huang's bold trillion-dollar orders target and market reaction. Debate over the controversial DLSS 5 and its uses beyond gaming. Deep dive into the Vera Rubin platform and its claimed 35x performance leap. Discussion of new inference chips, strategic acquisitions like Grok, robotics demos, and ambitions for self-driving and space-deployed AI.

A deep dive into Andrej Karpathy's report on which occupations face high AI exposure. Discussion highlights the 150 million jobs and trillions in wages at stake. They pinpoint roles most vulnerable like repetitive entry-level and computer-based work. The conversation also covers which hands-on, blue-collar jobs remain relatively safe and how AI diffusion and robotics could reshape labor demand.

Discussion of NVIDIA's big push with NemoClaw and the race to build robust AI agents. Conversation about Perplexity turning agents into personal desktop computers that automate UI tasks. Debate over Meta buying Maltbook and the risks of agent-only social spaces. Coverage of multimodal advances from Google and real-world robot and bio-robotic demos raising deployment and ethics questions.