Limitless: An AI Podcast

The fallout from Meta's $2 billion acquisition of AI startup Manus, haz beencomplicated by the founders' detention in China and a government order to reverse the deal. 
We discuss the implications for US-China relations, the rise of China’s independent AI ecosystem, and the strategic challenges facing Meta CEO Mark Zuckerberg.
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🌌 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/
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TIMESTAMPS
0:00 Intro
1:13 China's Bold Move
3:57 The Stakes for Meta
5:15 China's Strategy Shift
12:46 China's Energy Advantage
13:38 Open Source Models
19:22 The Future of Meta and China
21:19 AI as a Bargaining Chip
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

This 20-min convo with the General Partner of USVC explains how you can invest in Anthropic, OpenAI, and other private deals.
Until now, it's been extremely difficult to invest in SpaceX if you're not an accredited investor.
USVC is trying to change that.
$500 minimum. No accreditation.
A real fund holding:
- SpaceX (20% via xAI)
- Anthropic
- OpenAI
- Crusoe, Vercel, Sierra, Legora
We unpacked:
- the backlash
- how the fee structure actually works
- why NAV matters (a lot)
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🌌 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/
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TIMESTAMPS
0:00 Intro
0:47 The Purpose of USVC
3:02 NAV and Pricing
8:20 OpenAI Case Study
10:02 AngelList
12:07 Fee Structure Explained
14:03 Portfolio Overview
17:57 Roadmap
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Big week this week. We discuss the launch of OpenAI's ChatGPT 5.5, showcasing its exceptional coding and problem-solving capabilities that surpass competitors like Claude Mythos. Highlights include its implications for fields like mathematics, innovative applications such as a space mission simulator, and a 3D dungeon game. 
We also cover industry news on SpaceX's partnership with Cursor, Amazon’s investment in Anthropic, and emerging competition from Chinese open-source models.
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🌌 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/
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TIMESTAMPS
0:00 Launch of ChatGPT 5.5
4:53 Comparing with Mythos
5:30 Inference and Pricing
7:27 New Applications
11:04 Impressive Capabilities
13:01 Beyond Coding
15:30 SpaceX Partnership
25:23 Anthropic's Funding
26:35 Rise of Open Source Models
28:12 Anthropic vs Figma
30:44 President's Comments on AI
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

We explore the game-changing release of Claude Mythos and NVIDIA's Blackwell chip, a leap toward artificial general intelligence (AGI). We discuss AI hardware evolution, the rise of "neoclouds," and the ethical implications of Mythos.
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🌌 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/
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TIMESTAMPS
0:00 The Rise of Claude Mythos
1:18 The Power of Hardware
3:56 The Evolution of AI Models
5:55 Accelerating Towards AGI
9:41 Defining AGI and Its Implications
14:59 The GPU Market Dynamics
17:26 The Role of Neoclouds
19:06 Inference and Its Importance
19:56 Future Prospects and Challenges
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

OpenAI's GPT Images 2.0 is out, and it's pretty wild what it can do. 
Remember ghibli-gate? Remember when it couldn't write words? Things are changing so fast these days.
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🌌 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/
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TIMESTAMPS
0:00 ChatGPT Images 2.0 Unveiled
2:24 Realism
4:42 Design Applications
6:59 Professional Use
8:55 The Risks of Misinformation
16:27 Benchmarks
18:37 Digital and Physical Worlds
22:55 The Future of Visual AI
25:03 Closing Thoughts
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠