Limitless: An AI Podcast

THIS WEEK IN AI: GPT Astra, OpenAI vs Cursor, The Truth About Data Centers

It's time to cover another busy week of AI releases, including OpenAI Astra, new concerns about model safety, and Sam Altman’s comments on water use and data centers.  W

The ChatGPT Breakout Was Way Worse Than We Thought..

Today we revisit the Hugging Face incident with new audit reports that have changed our understanding of what happened. Internal models used tools and hidden communicatio

THIS WEEK IN AI: Nvidia Acquires HuggingFace, Leopold vs SEC, New Waymo Chip

We cover NVIDIA’s record earnings, strong GPU demand, and its position in the AI chip market, along with reported moves involving Hugging Face and open source AI. We also

Ox Alpha Revealed: China's GLM-5.3-Flash Gave Away Free AI

We discuss the World Humanoid Olympics in China, where humanoid robots competed in human-style events and set new performance marks. We also cover autonomy, reward-based

Robot Olympics 2026: China's Robots Just Broke Human World Records

We discuss the World Humanoid Olympics in China, where humanoid robots competed in human-style events and set new performance marks. We also cover autonomy, reward-based

THIS WEEK IN AI: OpenAI Pauses Research, Huge Medical Breakthrough, Unitree IPO

This week in AI, we discuss OpenAI’s pause on reinforcement learning training amid safety concerns, including a model reportedly showing misalignment and possible conceal

Which AI Should You Actually Use? Claude vs ChatGPT vs Grok vs Gemini (2026 Guide)

We discuss the fast-changing AI model landscape and how users are increasingly choosing models based on cost, convenience, and specific tasks.  We compare major closed a

The $7 Billion AI Middle Man: Stripe Buys OpenRouter

We discuss two major AI infrastructure moves: Stripe’s reported multibillion-dollar acquisition of OpenRouter, and Cursor’s launch of Origin as a GitHub alternative.  We

New 13F Filings: Leopold's Ghost Portfolio and The Shifting AI Trade

Today we review major 13F filings and what they show about positioning across the AI stack, including memory, chips, power, and infrastructure. We highlight concentrated

THIS WEEK IN AI: Grok Bot (and 4.6), AI Watermarks, Deepseek Strategy, Selling the Lakers

This week we discuss Grok 4.6, GrokBot, and DeepSeek V4 Pro, along with the implications of their benchmark results and capabilities.  We also cover neocloud earnings, I

The NVIDIA Bank: Jensen's $500B Wall Street Deal and GPUs as an Asset Class

We unpack the massive $500 billion financing commitment tied to NVIDIA GPUs. Does this represent a new financing structure or a circular trade? We also cover the risks a

Zuck's Open Source Playbook: Meta Muse Glimmer and 14-Page Manifesto

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The AI Cyber Attack Era: 3 Weeks, 3 Hacks

With three AI cyber incidents involving a gym booking exploit, an OpenAI model reportedly coordinating through hidden channels, and Anthropic’s Mythos 5 allegedly attempt

THIS WEEK IN AI: Google's Big Change, AI Keeps Breaking Out, OpenAI vs Apple

This week, we cover major leadership changes at Google’s AI teams, including Demis Hassabis stepping back and Jeff Dean leaving to start Discovery Loop, an AI company foc

Making Sense of SpaceX's First Earnings Report

Space just dropped it's first earnings report, showing strong Starlink growth and the company’s expanding role in AI compute and infrastructure. In the context of heavy

Situational Awareness: The Full Story of Leopold's Collapse

Leopold Aschenbrenner’s massive liquidation event followed heavy leverage and losses in its AI infrastructure bets. Today, we discuss the July timeline, the sale of the p

THIS WEEK IN AI: Leopold's Fund Collapses, Nvidia Backs Ilya, Slowing Down AI

Leopold Aschenbrenner’s AI-focused fund may be facing major losses, along with rumors of position changes tied to its AI exposure.  We also discuss Safe Superintelligenc

The Memory Selloff: Record Profits, Collapsing Stocks

Today, we need to discuss the sell-off in AI and memory stocks, including sharp declines in Korean equities and SK Hynix despite insane earnings.  We also cover the frag

SpaceX Stock Crashed. Starship Flight 13 Didn't.

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Why Claude Opus 5 is Our Favorite AI Model (For Now)

Anthropic’s Claude Opus 5 is blowing us away with its visual and agentic capabilities, benchmark performance, and role as a strong general-purpose model.  We compare its