CES 2026 is here, NVIDIA's Alpamayo AI taking centerstage with its autonomous driving and its potential to challenge Tesla.
We discuss NVIDIA’s unfathomable Rubin chip, OpenAI's ChatGPT Health, and Anthropic's astronomic valuation with it's recent raise.
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TIMESTAMPS
0:00 CES 2026
6:17 Nvidia FSD
9:13 Rubin GPU
17:08 CES Inventions
21:53 ChatGPT Health
30:19 Anthropic Raise
34:05 Closing
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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
🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
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OpenAI's new potential pen-shaped device may be designed for ambient computing and moving beyond smart glasses. We analyze the impacts of over $10 billion in failed AI hardware investments and OpenAI's strategic focus on voice technologies.
Exploring the convergence of multimodal AI and societal screen fatigue, we consider how this device could reshape our tech interactions.
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TIMESTAMPS
0:00 AI's New Hardware Revolution
4:08 Speculating the Device's Design
8:25 Ambient Computing's Promise
12:11 The Cost of Innovation
14:52 The Flaws of Smart Glasses
17:49 Pickle's Unlikely Reality
19:26 OpenAI's Unique Approach
23:51 The Future of Device Integration
26:25 Looking Ahead to the Future
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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
There is an urgent memory crisis in the AI industry as 2026 begins, highlighted by graphics card prices skyrocketing from $500 to $4,000. We reveal the $100 billion memory supply gap and its critical implications for AI performance and consumer electronics.
Key players like NVIDIA, Google, and major memory manufacturers struggle to meet demand, while Apple’s upcoming A20 chip raises questions about pricing strategies.
Join us for insights on how consolidation among DRAM suppliers and fierce competition shape the tech landscape, and the potential effects on consumers moving forward!
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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
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------
TIMESTAMPS
0:00 The AI Memory Crisis
3:12 The Rise of Memory Prices
6:21 Apple vs. NVIDIA: The Memory Battle
9:17 The Memory Manufacturing Giants
13:22 The Shift in Market Dynamics
14:37 The Future of Memory in 2026
18:05 The New Gold Rush for AI
18:59 Your Stories: Impact of Rising Costs
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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
🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
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In this episode, we predict the future of AI by 2026, debating AGI breakthroughs and the role of GPU clusters in space.
Get involved. What do you think about the future of AI?
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TIMESTAMPS
0:00 Predictions for 2026
2:27 GPUs in Space
4:22 Biggest IPO of 2026
5:34 Long and Short Trades
7:36 Industry Predictions
8:42 The Layoff Lotto
10:29 China's Open Source Dominance
14:19 The AI Crash Out
15:37 AI Bubble Implosions
17:11 Breakout Hardware Devices
18:50 Comeback Player of the Year
20:45 Most Valuable Robot
21:53 AI Entertainment Apps
23:36 The Largest Model
25:24 Context Window Records
27:32 Winner Takes Most
29:08 The Biggest Loser
30:44 AI Blue Chip of 2026
31:57 Best Model by Intelligence
34:08 The Hottest Trend for 2026
37:27 Predictions Wrap-Up
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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
Nvidia's $20 billion deal with Groq could totally change AI infrastructure. Meanwhile, Meta's purchase of Manus AI might not be so bullish.
We celebrate Google’s Gemini app dethroning ChatGPT and discuss Alphabet's acquisition of Intersect for better energy control. Plus, insights from Andre highlight the future of generative AI in shaping user experiences.
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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
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------
TIMESTAMPS
0:00 Nvidia's $20 Billion Acquisition
0:49 Understanding Grok's Inference Technology
10:11 Meta's Latest Acquisition
12:10 The Rise of Manus AI
15:53 Google Takes the Lead with Gemini
21:46 Google's Strategic Energy Acquisition
22:05 Andre Carpathy's LLM Year in Review
23:57 Wrapping Up the Year
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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
Welcome to the first annual Limitless AI Awards show where we're ranking the biggest Winners and Losers in AI. You’re either getting the crown… or the dunce cap. 🏆🧢
2025 was pure AI chaos: surprise rookies, biggest flops, unhinged drama, and one hidden “Model of the Year” pick that might start a war in the group chat.
We go category-by-category: Rookie of the Year, Biggest Flop, Moat Builder, Model Most Likely to Make You Rich, Model of the Year, Biggest Loser, and AI Company of the Year, and we didn’t pre-align on answers… so the reveals are real. Drop your winners/losers in the comments and tell us what we got wrong (we can take it).
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Chapters
00:00 Introducing The Awards Show
04:34 Biggest Flop
07:41 Best Comeback Story
10:04 Most Likely To Make You Rich
12:32 Best AI Stock Of The Year
14:49 Moat Builder Of The Year
17:31 Biggest Waste Of Money
20:20 Most Unhinged Drama
23:54 Monopoly Man Award
26:10 Model Of The Year
29:31 Product Of The Year
32:20 Biggest Loser Of The Year
36:01 AI Model Of The Year
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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
Gaussian splatting is a groundbreaking technology that overlays past images onto current scenes for immersive 3D experiences.
We discuss its potential to transform Hollywood productions, reduce costs, and enhance gaming. Splatting could actually redefine our interactions with technology and memories. Straight out of Black Mirror.
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TIMESTAMPS
0:00 Introduction to Splat Technology
6:59 Live Demo of Splatting
11:11 Usa Cases
19:40 Splat as a Bridge Between Realities
22:16 Merging Digital and Physical Worlds
25:38 The Future of Wearable Technology
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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
Believe it or not, Amazon has some hidden strengths in AI, especially with the groundbreaking Trainium 3 chip and significant data center expansions. We discuss advancements in robotics and challenges with TSMC's manufacturing.
With promising partnerships and interesting market outlooks, we'll definitely be keeping an eye on Amazon moving into 2026.
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TIMESTAMPS
0:50 Amazon's AI Chips Revolution
3:35 The Asymmetric Bet of 2026
4:08 Tranium 3: A Game Changer
6:28 Comparing AI Chip Technologies
11:02 AWS: The Profit Engine
13:15 Amazon's Massive Data Center Plans
13:50 The AI Factory Concept
16:20 Amazon's Robot Revolution
19:08 Automation and the Future Workforce
23:22 Amazon's AI Strategy Unveiled
25:43 The TSMC Challenge
30:30 The Hidden Upside of Amazon
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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
ASML has a clear lithography market dominance, but it faces potential competition from a Chinese prototype. We introduce challenger Substrate, highlight Elon Musk’s lunar mass driver concept, and critique Waymo's fundraising amid competitive pressures.
We also analyze Amazon's $10 billion investment in OpenAI and the challenges of sustaining AI operations, along with Google’s Gemini 3 release and OpenAI’s image generation model.
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TIMESTAMPS
0:00 The Invisible Monopoly
2:17 China's Breakthrough
4:48 Competing Technologies
5:24 Dependency on ASML
9:44 Lunar Mass Driver
10:52 Energy and AI
11:45 Waymo Fundraising
14:19 Amazon and OpenAI
15:14 Circular Economy
16:47 Gemini 3 Flash
23:08 Advances in Organ Preservation
26:40 Recap of the Week
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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
Tesla began launching of fully autonomous driverless Robotaxis in Austin, marking a pivotal moment in self-driving technology. Competition between Tesla and Waymo heats up, but one thing is for sure: society is changing.
Josh’s relays his personal experiences with Tesla FSD, and we delve into the cost-efficient Cybercab's potential to transform urban living and vehicle ownership, alongside Tesla's safety statistics and future AI integrations.
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------
TIMESTAMPS
0:00 Intro
2:24 The Rise of Unsupervised Driving
5:17 Introducing the RoboTaxi
7:09 Tesla vs. Waymo
11:06 Form Factor
14:02 The Data Advantage
15:58 The Neural Network
19:04 Future of Transport
22:13 The Economics of Cyber Cabs
22:57 Safety in Self-Driving
25:22 Transforming Urban Landscapes
29:06 Idle Compute Power
29:48 The Future of AI in Cars
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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
Despite the launch of ChatGPT 5.2, there is turmoil at OpenAI, coming amid $20 billion losses and fierce competition from Claude and Google's Gemini. CEO Sam Altman’s "code red" signals urgency, especially with a $1 billion AI content deal with Disney.
We discuss user experience concerns, noting only 5% of users are paying subscribers, and the potential impact of ads on retention. Do you still use ChatGPT?
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------
TIMESTAMPS
0:00 OpenAI's Survival Struggles
1:34 GPT 5.2
5:50 Financial Challenges
8:38 Billion Dollar Disney
9:50 Subscription Models
13:56 The Future of OpenAI
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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
SpaceX's upcoming $1.5 trillion IPO is undervalued. Why? Four words. Data centers in space. We analyze Elon Musk's vision for using Starlink satellites to enhance AI capabilities, the U.S.-China GPU rivalry, and Google's new Project Aura eyewear.
We also highlight Noose Research's impressive AI model breakthrough. Tune in for insights on these groundbreaking developments shaping the future of technology!
------
🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
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------
TIMESTAMPS
0:00 SpaceX's $1.5 Trillion IPO
1:02 Starlink's AI Data Centers
3:32 SpaceX's Unique Position
7:14 The Monopoly of SpaceX
8:08 The Risk and Reward
8:41 Science Fiction Becomes Reality
13:36 Communication in Space
16:43 AI Data Center in Space
17:20 Proof of Concept
19:36 GPU Wars: USA vs China
25:18 Google's New Glasses
29:18 Open Source Breakthrough
31:08 Conclusion: Future of AI
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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
Anthropic's revolutionary coding AI, Claude, is transforming coding output and user interactions. With explosive revenue growth, projected to reach $10 billion this year, they have some serious competitive positioning against tech giants.
They've got a $52 billion partnership with Google, and coders love Claude. Especially with features like as its ‘planning mode.’ We also touch on Anthropic's anticipated IPO and what it means for the future of AI.
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🌌 LIMITLESS HQ: NEWSLETTER ⬇️
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------
TIMESTAMPS
0:00 Intro
1:48 The Rebel House of AI
3:11 Coding
5:03 Claude's Release
10:50 Ephemeral UI
11:46 Personal AGI
14:38 The Future of UI and Coding
17:46 Funding and Partnerships
23:08 The Road to IPO
25:47 Potential Risks Ahead
29:02 The Impact of Anthropic
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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
The groundbreaking Alpha Arena experiment involved eight AI trading models against each other. Grok 4.2 emerges as the standout winner, achieving 60% profit in just two weeks despite the volatility that affected many competitors.
What does this experiment mean for you? With strategies and behavioral patterns, we need to question the balance between AI trading success and necessary human oversight.
------
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------
TIMESTAMPS
0:00 Intro
1:39 Season 1 Results
2:39 Transition to Season 1.5
4:22 Mystery Model Revealed
5:55 Competition Breakdown
8:09 Insights from Competition
9:56 Model Trading Styles
12:16 AI Personalities in Trading
14:11 Comparing Model Performances
16:36 Limitations and Future Potential
19:53 Trusting AI with Investments
24:20 Future of AI Trading Tutorials
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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
OpenAI Issues a Code Red, and Anthropic prepares for an outrageous IPO.
Meanwhile, Amazon has stepped up their AI game, and also pose to eat the lunch of... USPS? Cheack out this crazy alien asteroid with us, and also: Thank you for tuning in this year! 2026 will be our biggest year ever. And by that, we mean first full year ever.
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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
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------
TIMESTAMPS
0:00 OpenAI Code Red
8:00 Anthropic
14:30 Amazon
20:30 RAM Shortage
23:30 Apple Personnel Chaos
27:00 Extraterrestrial Asteroid
30:00 Spotify Wrapped
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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
It's a radical concept. Launching GPU-powered data centers into space highlights energy as the key resource for AI.
Using insighs across basically every tech CEO, we explore the energy crisis facing AI labs and the potential of solar power in space.
StarCloud, NVIDIA, SpaceX, Google’s Project Suncatcher, Microsoft. Every big name, and they're all talking crazy... but what if they're not?
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TIMESTAMPS
0:00 Energy
1:30 AI Data Centers in Outer Space
7:02 StarCloud: The First Prototype
12:12 SpaceX's Vision for Energy
16:12 The Future of Quantum Computing
18:53 Google's Project Suncatcher
24:31 Pros and Cons
31:29 Go Limitless
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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
NVIDIA faces mounting competition from Google’s cost-effective Tensor Processing Units (TPUs), as their stock $NVDA's 13% decline, while exploring Google’s strategic advancements and partnerships, particularly with Meta.
The episode highlights how TPUs could disrupt NVIDIA’s dominance and the implications for both companies' futures in AI. We also consider key investment opportunities and the potential for both firms to thrive in an evolving market.
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------
TIMESTAMPS
0:00 NVIDIA's Trillion-Dollar Monopoly
0:50 The Rise of Google's TPUs
6:08 Google's AI Evolution
6:45 Competitive Landscape: Google vs NVIDIA
7:47 Meta's Investment Choices
11:26 Future of AI Compute
14:11 Google's Strategic Partnerships
14:35 NVIDIA's Response to Competition
17:33 The Future of AI Technology
19:26 Insights from Elon Musk
24:19 Conclusion and Future Outlook
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RESOURCES
Josh: https://x.com/JoshjKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
LIMITLESS HALL OF FAME:
Isaiah Taylor, co-founder of Valar Atomics, emphasizes the pivotal role of energy as the foundational currency of civilization. He argues that overcoming energy constraints can unlock limitless creativity and innovation. Isaiah shares his journey from high school dropout to nuclear innovator, advocating for nuclear fission and modular reactors as key solutions for sustainable energy.
He envisions a future with abundant energy impacting daily life, enabling entrepreneurs, and facilitating space exploration. Isaiah underscores the need for innovative thinkers to bring nuclear energy into the mainstream, inspiring optimism for a transformative future.
Since this episode originally aired, Valar has become the first private company to successfully achieve criticality AKA split the atom. We live in an insane, limitless world.
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TIMESTAMPS
00:00 Start
05:20 The Fundamental Role of Energy
07:45 Envisioning a World with Abundant Energy
16:02 Isaiah's Journey into Nuclear Energy
24:10 Why Nuclear Fission is the Future
29:14 The Vision of Valor Atomics
36:46 Transforming Everyday Life Through Energy
44:17 Space Exploration and Energy Relations
51:30 Bringing Nuclear Energy to the Mainstream
01:03:15 Final Thoughts and Call to Action
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RESOURCES
Isaiah: https://x.com/isaiah_p_taylor
Valar Atomics: https://www.valaratomics.com/
David: https://x.com/trustlessstate
Josh: https://x.com/Josh_Kale
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Google Search used to be “type a few words, get 10 blue links.” In this episode of Limitless, VP of Product Robby Stein joins Josh and Ejaaz to unpack how AI is quietly blowing up that mental model, and turning search into a multimodal, conversational system that can see, listen, and even act on your behalf.
Robby explains why AI is “expansionary” rather than cannibalistic, how Gemini-powered models now issue their own Google searches and query live graphs behind the scenes, and why visual search via Lens is one of the fastest-growing ways people interact with the web. Along the way, he shares lessons from shipping Instagram Stories, digs into agents that can book your restaurant table or research the right safe for your documents, and talks candidly about ads, publisher traffic, and the responsibility that comes with sitting at the internet’s front door.
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TIMESTAMPS
0:00 Intro
0:56 AI-Driven Evolution of Search
3:26 From Blue Links to AI Overviews
7:58 Conversational Search as the New Mental Model
10:58 Agents, Reservations & Doing Things For You
14:15 Is AI Cannibalizing Search, or Growing It?
16:52 Hardware, Glasses & Where Search Lives
18:40 Under the Hood of Gemini-Powered Search
21:46 Instagram Stories, Product Taste & Don’t Flip the UX Table
26:15 Google’s Unique Edge vs. Other AIs
28:14 Monetization and Advertising in AI Search
30:25 Ad Principles and Experiments
32:56 Integration of Gemini and Search
36:04 How Gemini & Google Search Actually Work Together
39:58 Personalized Recommendations and Transparency
43:40 Future Vision of Search Across Devices
46:21 Closing Thoughts
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RESOURCES
Robby Stein
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Not financial or tax advice. See our investment disclosures here:
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Google's Nano Banana and ChatGPT's Group Chats are reshaping communication and creativity. ChatGPT integrates their models into texting for collaborative planning, disrupting traditional messaging apps. Meanwhile, Google’s Nano Banana Pro is by far the best text-to-image generator that we've seen so far.
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TIMESTAMPS
0:00 Intro
1:14 Josh's A-List Wedding
3:32 Nano Banana Pro
12:31 ChatGPT Group Chats
19:22 Social Interactions with AI
25:00 The Competitive Landscape
26:04 What's Next
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RESOURCES
Josh: https://x.com/JoshjKale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures