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:
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Markets look shaky, but NVIDIA just blew the doors off with record earnings, crushing the “AI bubble” narrative and signaling there’s still massive demand for GPUs and AI infrastructure. In this episode, we break down NVIDIA’s numbers, the new Anthropic–Microsoft–NVIDIA alliance, and why Google’s Gemini 3 + Nano Banana Pro might have Jensen looking over his shoulder. We also cover Google’s new AI-powered weather model, Meta’s insane 3D world-building tech, and the controversial rise of AI tools that let you “talk” to deceased loved ones—and what all of this means for the future of AI.
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------
TIMESTAMPS
00:00 NVDA Earnings Blowout
08:03 The Real Threat
13:25 Nano Banana Pro
18:29 Best Weather App Ever
21:41 Meta's Blowing Minds
25:32 Chatting With Ghosts
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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:
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Google launched Gemini 3.0, a groundbreaking AI model with advanced multimodal capabilities for interpreting diverse inputs.
We highlight its impressive benchmark performance, including a 37.5% on Humanity’s Last Exam, and discuss Google’s proprietary TPU infrastructure and the new tool, Google Anti-Gravity.
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TIMESTAMPS
0:00 Gemini 3.0
5:34 Game-Changing Features
9:04 Benchmarking Breakthroughs
13:21 Cost and Quality Trade-offs
17:46 Google’s Strategic Advantage
24:51 Predictions for the Future
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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:
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23-year-old Leopold Aschenbrenner transformed $1 billion into $4 billion in less than a year, driven by his predictive essay on AI trends. We highlight his unique investment strategy, including a key bet on Intel and stakes in AI compute firms like CoreWeave. Join us for insights on whether his success is due to luck or strategic insight, offering valuable lessons for aspiring investors!
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TIMESTAMPS
0:00 Leopold Aschenbrenner
2:43 From Researcher to Fund Manager
3:19 The Billion-Dollar Fundraising
5:12 The Intel Trade
6:08 Portfolio
6:37 Investing in NeoClouds
8:59 Core Scientific: A Risky Bet
12:55 CoreWeave and Strategic Moves
14:21 Analysis
20:45 The Risk of Timing
24:11 Conclusion
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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
In this episode, we explore Michael Burry's massive short position on NVIDIA, questioning if it foreshadows a market correction or reflects AI's dependency on GPUs. We assess Burry's claims of inflated tech valuations against data showing ongoing reliance on older GPUs by Frontier AI labs.
We also touch on Microsoft's moves with OpenAI, the implications of the GPT-5.1 launch, and innovations from Google’s DeepMind.
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TIMESTAMPS
0:00 The Big AI Short
2:39 The Thesis
7:02 Hardware Demand
9:27 GPU Economics
11:42 The Crash and Burn
13:20 Energy Constraints
17:01 Microsoft Owns it All
18:14 ChatGPT 5.1
23:21 Google 3D Rendering
29:00 Final Thoughts
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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
Elon Musk just got a path to become the world’s first trillionaire, and Tesla shareholders might ride that upside with him. 🚀 This episode breaks down Tesla’s wild new compensation plan, from 20M cars a year and 1M humanoid robots to a global robo-taxi network and an $8.5T valuation. We dive into Cyber Cabs, Optimus, Tesla’s in-house AI chips rivaling NVIDIA, and why Tesla might secretly be the most important AI company in the world. And we tackle the big question head-on: should Elon become a trillionaire, and do you want to be holding Tesla shares if he does?
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TIMESTAMPS
00:00 Minting The World's First Trillionaire
04:55 How To Make $1M
09:11 How Will They Do It
11:16 Cybercab Launch Revealed
13:27 Optimus For $20K?
16:22 The NVDA Sized Opportunity
21:04 The xAI Deal Fell Through
24:17 Should Trillionaires Exist?
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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:
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In this episode, we discuss the launch of Kimi K2 Thinking from Moonshot AI Labs, an open-source AI model targeting GPT-5 and Gemini for just $4.6 million. With its impressive benchmarks, there are major implications for the American AI industry amidst rising competition. Tune in for insights on Kimi K2’s innovative architecture and its potential to reshape the future of AI and its economy!
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------
TIMESTAMPS
0:00 Kimi K2: The New Frontier AI
1:29 Impressive Specs and Performance
4:54 Cost Comparison with GPT-5
6:59 Mixture of Experts Architecture
8:47 U.S. vs. Chinese AI Models
11:21 Open Source Advantages
13:02 Licensing and Commercial Use
18:37 User Experience and Ecosystems
21:05 Efficiency vs. Precision
22:53 The Consumer Advantage
24:03 Future of Open vs. Closed Source
25:32 Closing Thoughts and Call to Action
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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:
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This week in AI, we examine the economic implications of OpenAI CFO Sarah Fryer’s "backstop" proposal. We discuss Apple’s $1 billion AI partnership with Google, Google’s new Ironwood TPUs, and a novel AI personal device ring. We also cover Anthropic’s rise as an OpenAI competitor, Meta’s financial struggles, and Google’s plans for space using solar-powered AI data centers.
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------
TIMESTAMPS
0:00 OpenAI's Government Backstop
3:53 Government Bailouts
7:31 The AI Bubble
11:07 Apple and Google's AI Collaboration
13:11 Google's New TPU Ironwood
15:41 The Sandbar Ring
18:52 Anthropic Shows Life
22:27 Meta's Earnings
27:25 Google Space Compute
31:21 NASA On the Board
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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:
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Believe it or not, Google and Apple are undervalued. We discuss Google's aggressive AI investments and the potential to triple its market cap to $10 trillion, alongside Apple's cautious yet strategic approach leveraging local inference capabilities.
We explore the historical contexts, evolving relationships, and the investment potential that could defy market expectations. Be sure to subscribe and share!
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Substack:
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------
TIMESTAMPS
0:00 Google and Apple: A Tale of Two Giants
0:51 The Bull Case for Google
15:45 The Disconnect with Apple
24:16 Apple’s Strategic AI Partnerships
27:42 Conclusion: Value Amidst Market Sentiment
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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:
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We finally know what Ilya Sutskever saw, and why OpenAI’s chief scientist moved to oust Sam Altman. We unpack the newly released 52-page deposition: a year of plotting with Mira Murati, the board’s shock decision, and the near-walkout of 700 employees. Then we break down Sam’s $1.4T compute spree, that fiery BG2 exchange, and the only paths that might pay for it (ads? devices? an “AI cloud”?). If you care where AGI, OpenAI’s rumored IPO, and your data are headed, hit play.
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------
TIMESTAMPS
00:00 What Did Ilya See
04:04 The Deposition
08:01 Well That Was Unexpected...
13:37 The Viral Clip
19:13 Can $1T Actually Make Sense?
24:56 The OpenAI Ad Strategy
31:20 Are You Buying The IPO?
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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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NVIDIA's hits a historic $5 trillion all time high, and OpenAI is restructuring Artificial General Intelligence (AGI) within a decade. We explore the implications of OpenAI's transition to a public benefit corporation and its partnership with Microsoft. Also featured is the OneX Neo humanoid robot for home use, Grokipedia, an AI-driven encyclopedia by Elon Musk's Grok, and the innovative X402 web standard for microtransactions. We conclude with insights on tech stock trends and express our gratitude to listeners.
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TIMESTAMPS
0:00 Intro
0:47 OpenAI's New Vision
4:53 Microsoft's Strategic Moves
8:53 Navigating AI Investments
10:17 Introducing Humanoid Robotics
18:13 Grokipedia Launches
25:37 x402
30:45 Space Data Centers
37:46 Closing Thoughts
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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 is one of a kind in autonomy, focusing on its benchmark autopilot and innovative neural networks that emulate human decision-making.
Tesla processes vast real-world and synthetic data to enhance adaptability in driving. They discuss the upcoming AI5 chip, set to transform Tesla's computing capabilities, and speculate on the economic implications of a future with humanoid robots and autonomous vehicles.
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------
TIMESTAMPS
0:00 Intro
0:53 Behind the Scenes of Tesla
2:46 The Secrets of Neural Networks
6:51 The Curse of Dimensionality
7:57 Data Curation and Edge Cases
13:13 World Modeling and Simulation
16:15 The Future of Humanoid Robots
18:04 The Financial Landscape of Tesla
21:48 The AI5 Chip Revolution
25:38 Closing Thoughts on Autonomy
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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
In this episode of Limitless, we discuss algorithmic trading, showcasing AI models that doubled $10,000 investments in just two weeks. Highlighting six models with varying performances, DeepSeek and Quen achieved over 100% returns, while others like ChatGPT struggled.
We discuss AI trading behaviors, ethical considerations, and the impact of blockchain transparency through platforms like Hyperliquid. As the experiment wraps up, listeners can look forward to more insights on the evolving integration of AI in finance.
------
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------
TIMESTAMPS
0:00 AI Models Can Make You Rich
1:01 Winners and Losers in Trading
1:57 Analyzing DeepSeek's Success
4:33 Insights from AI Trading Logs
8:49 Trading Models: Skill or Luck?
10:54 The Value of Public Data
17:20 How to Trade Like an AI
21:53 The Risks of Algo Trading
22:29 The Future of AI in Trading
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RESOURCES
Josh: https://x.com/Josh_Kale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
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Amazon AI glasses, robots replacing 600,000 jobs, OpenAI Atlas, Anthropic Claude desktop app—here’s your rapid-fire Limitless AI Roundup. We debate whether Bezos’s glasses supercharge drivers or quietly train delivery robots, and why we both uninstalled Atlas (security, censorship, and UX deal-breakers). Inside the $10K-per-model trading battle, Quinn and DeepSeek surge while Grok and GPT stumble—and we call who’s likely to win next. Plus: Karpathy’s “AGI is ~10 years out” reality check, NVIDIA’s puzzling “GPUs in space,” XAI’s Grokipedia and steerable feed, and DeepSeek’s OCR breakthrough that 10× compresses long docs—stick around for the Sora invite code details.
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------
TIMESTAMPS
00:00 Amazon's Big AI Moves
08:02 AI Trading Winners and Losers
12:19 OpenAI Atlas Browser
18:38 Claude Browser
20:25 GPU's In Space??
24:01 Andrej And The Great Capex Bubble
31:29 Grokipedia
37:56 Deepseek OCR
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RESOURCES
Josh: https://x.com/Josh_Kale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
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OpenAI's has a new browser. Atlas combines Google Chrome’s interface with ChatGPT's intelligence, and we discuss key features like browser memory and Agent Mode, allowing personalized experiences and task automation.
Stick around for our live demo of Atlas's capabilities while debating its practicality for users. The conversation highlights Atlas's potential role in reshaping digital interactions, so let us know what you think!
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------
TIMESTAMPS
0:00 OpenAI's New Browser
1:25 Innovative Features of Atlas
2:47 Initial Reactions and Comparisons
3:42 Understanding Agent Mode
6:33 Voice Control and User Experience
8:28 Optimistic Outlook on AI Browsing
10:33 Live Demo of Atlas
14:03 Unique Use Cases for the New Browser
16:40 Exploring Search Capabilities
17:50 The Future of OpenAI's Browser
25:14 Conclusion and User Feedback
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RESOURCES
Josh: https://x.com/Josh_Kale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
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In this episode, we explore an exciting AI trading competition featuring six models, each tasked with maximizing returns using $10,000 on the Hyperliquid platform. Grok returned 500% in a day return and compare aggressive versus cautious trading strategies.
They challenge traditional benchmarks with real-world performance insights and engage the audience in predicting the competition's outcome. This episode highlights the future potential of AI in finance and its accessibility for all.
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------
TIMESTAMPS
0:14 AI Trading Experiment Unleashed
1:24 The Rise of Grok
3:47 Insights into Market Psychology
6:48 Trading Platforms and Strategies
11:33 Analyzing AI Trading Methods
13:14 Risk and Leverage in Trading
17:31 Observations on Model Performance
22:24 Predictions for Future Performance
25:36 Audience Engagement and Closing Remarks
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RESOURCES
Josh: https://x.com/Josh_Kale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
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This week: Anduril unveiled Eagle Eye, a real-life Call of Duty-style combat headset that gives soldiers x-ray vision, drone control, and 360-degree awareness, turning reality into a video game.
OpenAI made waves by allowing adult content in ChatGPT while simultaneously announcing plans to design its own AI chips with Broadcom, signaling full vertical integration. Meanwhile, Google’s AI discovered a potential breakthrough in curing cancer by identifying a protein link that boosts immune detection of tumors. To top it off, Google’s new Veo 3.1 model now generates stunning 30-second AI videos, marking another giant leap in creative AI.
------
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------
TIMESTAMPS
00:00 Intro to EagleEye
03:55 It Can See Through Walls?
09:26 OpenAI Erotica
16:51 An... Interesting Sora Cameo
18:20 OpenAI's Chip Domination
26:10 Google's Cancer Curing Update
33:25 Veo3.1 Is Amazing
36:19 Sora Code Giveaway!
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FOLLOW US
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Not financial or tax advice. See our investment disclosures here:
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In this episode, we explor Meta's stock performance amid competition from Google and OpenAI. We discuss challenges with products like the Vibes app and evaluate the behemoth's long-term potential.
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🌌 SORA CODES: DM US A SCREENSHOT ⬇️
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TIMESTAMPS
0:00 Meta's AI Spending Frenzy
1:01 The Bull and Bear Case for Meta Stock
4:00 Hiring Insights and Market Reactions
4:38 Evaluating Meta's Spending Strategy
9:28 The Dilemma of Meta's Product Launches
10:50 Unpacking the Ray-Ban Meta Displays
13:19 Meta's Hardware Challenges
18:05 Meta's Data Center Ambitions
20:01 The State of Meta's AI Apps
23:20 Meta Vibes: A Missed Opportunity
25:16 The Future of Meta’s AI Models
30:40 The Bull Case for Meta's Future
35:41 Final Thoughts on Meta Stock
38:36 Special Offer for Our Listeners
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RESOURCES
Josh: https://x.com/Josh_Kale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
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In this episode, we discuss SpaceX's groundbreaking (and explosive) launch of the fully stacked Starship, marking a key step for Mars colonization.
We discuss the advanced heat shield, potential cost reductions for launches, and the new Starlink V3 satellites enhancing global internet access. We also dive into the engineering marvel of the Raptor 3 engines, and SpaceX's vision for the future of space travel.
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TIMESTAMPS
0:00 SpaceX Launch and Explosions
1:49 Importance of the Starship Launch
3:03 The Heat Shield Breakthrough
5:14 Building a Sustainable Future on Mars
7:35 Satellites and Starlink V3
9:51 The Size and Structure of Starship
14:14 Innovations in Raptor Engines
16:17 SpaceX's Unique Position in the Industry
17:21 The Vision for Life on Mars
19:21 The Future of Space Travel
22:04 The Next Generation of Rocket Technology
24:01 Conclusion and Future Launches
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RESOURCES
Josh: https://x.com/Josh_Kale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
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Two humanoid robots walk into your house—a quiet helper and a flashy fighter—and we ask which you’d actually want.
We break down what today’s leading models can really do in the home—cleaning, sorting, recharging themselves—and what still feels like demo magic.
Then we compare the philosophies behind them: data-trained brains and dexterous hands vs raw agility and massive manufacturing muscle.
Big picture, we debate whether this is the “ChatGPT moment” for robots and where they’ll show up first—from your kitchen to factories and hotels.
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TIMESTAMPS
00:00 Intro To Figure 3
03:42 Magic Fingertips
10:26 It's Not Just A Household Robot
14:02 It's All About The Hands
15:57 Kung Fu Optimus
20:50 Manufacturing vs Data
25:12 The $21,000 Walmart Robot
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RESOURCES
Josh: https://x.com/Josh_Kale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
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