Project Stargate a $500 billion, multi-gigawatt data-center network from OpenAI, Microsoft, and the U.S. government—signals that control of watts and GPUs is replacing oil and nukes as the world’s new hard power. We trace how Texas and Abu Dhabi super-clusters, chip export quotas, and Taiwan’s bottleneck are redrawing geopolitical lines, while Meta’s VO-3-powered ads reveal a coming internet optimized for hyper-personalized persuasion. The crew also unpacks Anthropic’s Game-of-Thrones clash with OpenAI over Claude access and the $1.5 billion Builder.ai “no-AI” scandal, exposing the razor-thin line between breakthrough and buzzword. If you want to understand how compute, capital, and national security will shape the 2030s, hit play.------💫 LIMITLESS | SUBSCRIBE & FOLLOWhttps://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS00:00 Stargate's International Expansion10:06 How Big Of A Deal Is This?15:46 Governments vs Private AI22:18 Who Owns The Data?25:37 Content Addiction Endgame35:39 This Is A Big Deal41:19 Can This Be A Good Thing?48:39 Fake AI Agents??56:41 Game Of Thrones Update------RESOURCESDavid: https://x.com/trustlessstateJosh: https://x.com/Josh_KaleEjaaz:https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Two visions for the future of AI clash in this debate between Daniel Kokotajlo and Arvind Narayanan. Is AI a revolutionary new species destined for runaway superintelligence, or just another step in humanity’s technological evolution—like electricity or the internet? Daniel, a former OpenAI researcher and author of AI 2027, argues for a fast-approaching intelligence explosion. Arvind, a Princeton professor and co-author of AI Snake Oil, contends that AI is powerful but ultimately controllable and slow to reshape society. Moderated by Ryan and David, this conversation dives into the crux of capability vs. power, economic transformation, and the future of democratic agency in an AI-driven world.------💫 LIMITLESS | SUBSCRIBE & FOLLOWhttps://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 Intro1:38 IS AI Normal Tech?27:13 Capability & Power39:48 Manageable or Existential?47:32 AGI Milestone55:28 AI by 20301:07:03 Making Sense1:11:05 Closing & Disclaimers------RESOURCESDaniel Kokotajlo https://x.com/dkokotajlo Arvind Narayananhttps://x.com/random_walkerTwo Paths For AI - Danielhttps://www.newyorker.com/culture/open-questions/two-paths-for-ai AI as Normal Technology - Arvindhttps://knightcolumbia.org/content/ai-as-normal-technology AI 2027 - Danielhttps://ai-2027.com/ AI Snake Oil - Arvindhttps://www.aisnakeoil.com/ https://www.amazon.com/Snake-Oil-Artificial-Intelligence-Difference/dp/069124913X Pause AIhttps://pauseai.info/pdoom ------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

In this episode, Isaiah Taylor, co-founder of Valor 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.------💫 LIMITLESS | SUBSCRIBE & FOLLOWhttps://youtu.be/P17_c0tgRvghttps://x.com/LimitlessFT------TIMESTAMPS00:00 Start05:20 The Fundamental Role of Energy07:45 Envisioning a World with Abundant Energy16:02 Isaiah's Journey into Nuclear Energy24:10 Why Nuclear Fission is the Future29:14 The Vision of Valor Atomics36:46 Transforming Everyday Life Through Energy44:17 Space Exploration and Energy Relations51:30 Bringing Nuclear Energy to the Mainstream01:03:15 Final Thoughts and Call to Action------RESOURCESIsaiah: https://x.com/isaiah_p_taylorValar Atomics: https://www.valaratomics.com/David: https://x.com/trustlessstateJosh: https://x.com/Josh_Kale------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Johnny Ive is back—this time with a $6.5 billion OpenAI partnership to build the “iPhone-killer” of the AI era. In this episode we break down what Ive’s new hardware could look like, why OpenAI is racing to ship 100 million units by 2027, and what it means for Apple’s fading Siri strategy. We also dive into the week’s wildest model news: Anthropic’s Claude 4 threatening to snitch, OpenAI’s 0.3 refusing to shut down, and a squad of AI agents that tried everything from cat-video binges to OnlyFans to raise money for charity. Strap in for a rapid tour of AI hardware hype, rogue-model antics, and the coming battle for the next great computing platform.------💫 LIMITLESS | SUBSCRIBE & FOLLOWhttps://youtu.be/P17_c0tgRvghttps://x.com/LimitlessFT------TIMESTAMPS00:00 The New AI Device10:18 Why Does It Even Need To Exist17:50 Why Replace The iPhone?21:27 What Does It Look Like?25:50 Why Not Glasses?30:34 When Is It Coming?35:56 Apple's Strategy41:26 Claude Calls The Cops49:22 OpenAI Model Goes Rogue56:01 Jailbreaking Models57:27 Agents On OnlyFans------RESOURCESDavid: https://x.com/trustlessstateJosh: https://x.com/Josh_KaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Welcome to Limitless. Today we’re joined by Luke Drago and Rudolf, authors of the powerful essay series "The Intelligence Curse." Together, we explore a future where artificial general intelligence (AGI) threatens to upend the economic and social contracts that underpin modern civilization. Will AI empower us or make us obsolete? We unpack how labor-replacing AI could dismantle the very incentives that once gave rise to liberal democracies, social mobility, and human-centered innovation—and what it might take to build a future worth living in.------💫 LIMITLESS | SUBSCRIBE & FOLLOWhttps://pod.link/1813210890https://www.youtube.com/@Limitless-FThttps://x.com/LimitlessFT------TIMESTAMPS0:00 What is the Intelligence Curse4:29 Resource Curse8:20 Pyramid Replacement18:19 Institutional Pushback21:25 Capital, AGI & Human Ambition32:00 Liberalism Falls Apart?36:30 Powerful Actors41:15 Rentier States46:19 Human Labor in a AGI World52:46 Nation States57:37 Shaping the Social Contract1:06:23 AI Snake Oil?1:07:41 Balance of Power1:08:51 Breaking the Intelligence Curse1:16:45 Vitalik’s Defensive Accelerationism1:18:16 Diffusion 1:19:58 Open-Source AI1:22:06 Democratization1:24:06 Who WIns?1:26:43 Action Items1:29:17 The Positive Scenario1:30:21 Closing------RESOURCESLuke Dragohttps://x.com/luke_drago_ Rudolf Lainehttps://x.com/LRudL_ Intelligence Cursehttps://intelligence-curse.ai/ Time Op-edhttps://time.com/7289692/when-ai-replaces-workers/ Contact Formhttps://docs.google.com/forms/d/e/1FAIpQLSft2iBV9z1AYsM3TcDnh8z3juc2k4yD0TQTZ91oy37S-KlSSQ/viewform AI Snake Oil - Arvind Narayananhttps://press.princeton.edu/books/hardcover/9780691249131/ai-snake-oil Vitalik’s Defensive Accelerationism https://vitalik.eth.limo/general/2023/11/27/techno_optimism.html ------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Google’s Veo 3 is spitting out blockbuster-grade videos with actors that talk, while Tesla’s Optimus learns new dance moves by binge-watching YouTube. In this week’s AI Rollup we race through the avalanche of announcements from Google I/O, OpenAI, Meta and Microsoft and ask: are we witnessing the dawn of an endless creativity boom…or turbo-charged P-Doom? Buckle up. ------TIMESTAMPS00:00:00 Hollywood In a Prompt00:11:38 Google IO's Wild Announcements00:19:08 Google's AI Search00:22:04 Startup Destruction00:30:35 Monopoly Risks00:36:17 Early AGI Progress?00:45:14 Percentage of Doom?00:49:19 Meta's Big Breakthrough00:57:03 Humanoid Robots Learn From Youtube01:02:50 EMP Grenades01:06:40 You Should Threaten ChatGPT------RESOURCESDavid: https://x.com/trustlessstateJosh: https://x.com/Josh_KaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

In this eye-opening episode, Arjun Bhuptani joins us to unpack the provocative thesis behind his viral thread: that we have only a few years left where most human labor remains valuable. We explore why the job market may never look the same again, the rising tide of AI-augmented competition, and what individuals can do to adapt and thrive in the face of rapidly advancing automation. This isn’t just a doomer take — it’s a roadmap for navigating a future that's arriving faster than we think.------💫 LIMITLESS | SUBSCRIBE & FOLLOWhttps://pod.link/1813210890https://www.youtube.com/@Limitless-FThttps://x.com/LimitlessFT------TIMESTAMPS0:00 Intro2:01 Is Humanity Doomed?5:04 Should We Go Off-Grid?12:42 AI’s Impact On Labor22:02 Don’t Panic34:46 AI’s Exponential Progress42:44 Global Level50:48 Marc Andreessen’s Take1:01:55 Closing & Disclaimers------RESOURCESArjunhttps://x.com/arjunbhuptani Arjun Threadhttps://x.com/arjunbhuptani/status/1904171348525752537 Marc Andreesen’s Takehttps://x.com/vitrupo/status/1917401485530521945 Joshhttps://x.com/Josh_Kale Davidhttps://x.com/TrustlessState ------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

This week’s AI Rollup is a ringside ticket to the highest-stakes tech brawl on earth. David, Ejaaz and Josh unpack Apple’s threat to yank Google from Safari, the $200 billion market-cap gut-punch that followed, and Microsoft’s tangled profit-share web with OpenAI. Plus why Sam Altman just hired Instacart’s former CEO to turn raw AGI power into everyday apps. They demo the newest frontier models (Gemini 2.5 Flash, China’s trillion-parameter DeepSeek-R2) and explain how cheaper tokens and home-grown Huawei chips could upend the GPU monopoly. Finally, the crew dives into crypto’s AI-agent boom, from VirtuaL launchpad mania to decentralized training networks that promise an open-source Plan B for humanity’s future intelligence. Tune in for the only AI recap you'll need this week.David: https://x.com/trustlessstateJosh: https://x.com/Josh_KaleEjaaz:https://x.com/cryptopunk7213------💫 LIMITLESS | SUBSCRIBE & FOLLOWhttps://x.com/LimitlessFTyoutube.com/@Limitless-FT------TIMESTAMPS00:00:00 AI Game Of Thrones00:02:43 The $200B Blow To Googlehttps://x.com/KobeissiLetter/status/1920154534342459841https://www.reuters.com/business/apple-looks-add-ai-search-companys-browser-bloomberg-reports-2025-05-07/00:12:59 How To Maximize Use Of AI00:16:33 The Microsoft Empirehttps://www.reddit.com/r/singularity/comments/1kkjop0/the_scale_of_microsofts_influence_in_llms_and00:21:41 Is OpenAI Actually Winning?00:27:00 OpenAI's New CEOhttps://openai.com/index/leadership-expansion-with-fidji-simo/https://arstechnica.com/ai/2025/05/openai-creates-ceo-of-applications-role-taps-instacarts-fidji-simo/https://x.com/fleetingbits/status/192051850990762011100:33:33 New Frontier Modelshttps://x.com/officiallogank/status/1912966497213038686?s=46https://x.com/itspaulai/status/1912947803338453501?s=46https://x.com/bongrandp/status/191304024496376643200:39:56 Model Aggregator00:47:22 DeepSeek R2 Is... Insane?https://x.com/deedydas/status/1916160465958539480?s=4600:54:02 Crypto AI Agentshttps://x.com/thedefiedge/status/1920436450048245922https://x.com/vaderresearch/status/1919717523525632326?s=46https://x.com/kurorosage/status/191955581977277688801:00:21 Decentralized Traininghttps://x.com/_AlexanderLong/status/1919416512156144053https://x.com/NousResearch/status/1917299865060794484------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Shaun Maguire, partner at Sequoia and former physicist turned investor, joins the Limitless Podcast to explore why we’re on the verge of a technological renaissance. From AI and silicon photonics to humanoid robots and space infrastructure, Shaun makes the case that the next 20 years will make the internet boom look tame. We dive deep into why America needs 10 SpaceX-level companies, the return of hardware innovation, the energy constraints of the future, and how frontier technologies like Neuralink and Mars colonization might reshape civilization.------💫 LIMITLESS | SUBSCRIBE & FOLLOWhttps://pod.link/1813210890https://www.youtube.com/@Limitless-FThttps://x.com/LimitlessFT------TIMESTAMPS0:00 Intro3:42 Who’s Shaun Maguire?6:31 Investing in the AI Age10:12 Hardware Manufacturing 19:05 Hardware Precedes Software Revolutions37:30 Energy45:02 Space Solar Reflectors50:55 Space Economy59:25 Elon Musk1:09:34 Robotics1:12:49 Neuralink1:20:32 Doom Scenarios1:27:11 Closing Thoughts------RESOURCESShaun Maguirehttps://x.com/shaunmmaguire Sequoia Capitalhttps://www.sequoiacap.com/ Josh Kalehttps://x.com/Josh_Kale David Hoffmanhttps://x.com/TrustlessState ------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Welcome to the AI Rollup, from the Limitless Podcast. David, Ejaaz, and Josh break down the week’s most important AI headlines, from OpenAI’s $3B Windsurf acquisition and Google’s full-stack AI play, to Visa and Mastercard preparing for agentic commerce. We explore the state of robotics, major interpretability challenges, and why the race to AGI may outpace our ability to understand it. Plus: AI ASMR, glow-up GPT, and why autonomous agents still kinda suck. Stay curious, this one’s stacked.------💫 Subscribe and Follow Limitlesshttps://www.youtube.com/@Limitless-FThttps://x.com/LimitlessFT------TIMESTAMPS & RESOURCES00:00:00 Intro To Limitless!https://x.com/LimitlessFT00:04:23 OpenAI Makes Huge Acquisitionhttps://www.outlookbusiness.com/artificial-intelligence/openai-to-acquire-ai-coding-platform-windsurf-for-3bn?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=7f1b29a5128efe71af21ff4cb81c530bdcac095ehttps://x.com/ns123abc/status/1912876350911754676https://www.testingcatalog.com/google-tests-computer-use-tools-and-cloud-run-hosting-in-ai-studio/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=bd7931dcfd449aa11b0bf7197fdfa983289758c200:08:01 Why Spend $3 Billion??00:16:09 OpenAI Memory Update Is... Interestinghttps://techcrunch.com/2025/04/18/chatgpt-will-now-use-its-memory-to-personalize-web-searches/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-launches-o3-and-o4-mini&_bhlid=d08c6dc54c407d4f53df9d11a68857dba951a21c00:23:56 OpenAI Re-Structuringhttps://www.reuters.com/business/openai-remain-under-non-profit-control-change-restructuring-plans-2025-05-05/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=c4222c046fc76f42b7f72ca72537e4e8620a2af100:37:24 Visa Credit Cards For AI Agentshttps://apnews.com/article/ai-artificial-intelligence-5dfa1da145689e7951a181e2253ab34900:43:21 The Crypto Bull Case00:45:43 The Deca Trillion Robot Opportunityhttps://x.com/adcock_brett/status/1913986971501748390?s=46https://x.com/kimmonismus/status/1919510163112779777https://developer.nvidia.com/isaac/gr00thttps://x.com/adcock_brett/status/1916523708153217525?s=46https://x.com/adcock_brett/status/1919060515998822898?s=4600:52:44 Dogs With Machine Guns00:58:11 Using AI To Do Your Job01:02:12 The Interpretability Talkhttps://www.darioamodei.com/post/the-urgency-of-interpretability01:09:18 AI Neurons?01:15:27 The Dopamine Sectionhttps://x.com/venturetwins/status/1917640408349434106https://x.com/ns123abc/status/1918703088598184321?s=46https://x.com/venturetwins/status/1919057071145672949https://x.com/aisafetymemes/status/1914003415191212112?s=46------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures

AI isn't just growing—it's skyrocketing us into an unprecedented era of hyper-acceleration.Josh Kale joins us to explore how breakthroughs in intelligence, from protein sequencing and synthetic biology to autonomous transportation and energy abundance, are reshaping our world at dizzying speeds. Prepare for a future that's closer than you think, where the cost of intelligence approaches zero and possibilities become boundless.------TIMESTAMPS0:00 Intro3:48 Exponential Human Progress7:50 Moore’s Law vs Huang’s Law15:17 Synthetic Biology20:37 Economic Impact23:17 Job Market31:02 Self-Driving Cars33:33 Aviation35:43 Energy41:10 David Deutsch45:42 Electricity & Income51:20 Nuclear Energy54:46 The Unibomber1:01:09 Defensive Accelerationism1:03:06 Robotics1:06:14 Closing & Disclaimers------RESOURCESJosh Kalehttps://x.com/Josh_Kale The Beginning of Infinityhttps://www.amazon.com/Beginning-Infinity-Explanations-Transform-World/dp/0143121359 ------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Welcome to The Limitless Podcast, a show about frontier technologies. New shows Monday and Thursday on right here on YouTube, Apple, and Spotify📢 Follow Limitless on X https://x.com/LimitlessFT 🎬Watch on YouTube https://www.youtube.com/@Limitless-FT