Limitless: An AI Podcast

Leopold Aschenbrenner is a 24-year-old investment prodigy who grew a billion-dollar fund to $5.5 billion by focusing on AI and energy infrastructure.
Now he's shifting exposure from traditional chip stocks like NVIDIA to firms such as Bloom Energy, addressing the power needs of AI datacenters.
Central to his strategy is the prediction of AGI by 2027, outlined in his essay "Situational Awareness." Tune in as we explore Aschenbrenner's innovative insights and investment strategies.
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🌌 LIMITLESS HQ ⬇️
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RSS FEED:           https://limitlessft.substack.com/
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TIMESTAMPS
0:00 Introduction to Aschenbrenner
0:42 Insights from 13F Filings
1:43 From Chips to Infrastructure
3:45 Exiting NVIDIA Puts
5:30 Bloom Energy
9:27 Bitcoin Mining
12:16 AGI and Market Trends
14:21 Bull vs Bear Case
19:31 The Future of Leopold's Investments
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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 a tumultuous week in AI as the U.S. government banned Anthropic's Claude AI from military use, only for it to be deployed in the Iranian operation the next day.
We analyze the ethical dilemmas faced by AI firms navigating government demands, spotlighting CEO Dario Amodei's refusal to compromise on safety. The discussion intensifies with OpenAI's bold offer to the Pentagon, igniting a rivalry that questions corporate power in military engagements.
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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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POLYMARKET | #1 PREDICTION MARKET 🔮
https://bankless.cc/polymarket-podcast
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TIMESTAMPS
0:09 AI Used as a Weapon
1:19 The Pentagon's Ultimatum
4:45 Dario's Ethical Stand
10:51 OpenAI's Strategic Shift
14:25 Irony of Military Operations
18:00 Public and Private Divide
19:26 The Future of AI and Warfare
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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

NVIDIA's earnings report revealed a $68.1 billion Q4 with a 70% year-on-year growth, prompting discussions about the sustainability of the AI supercycle. 
We delve into Perplexity's innovative personal computing platform and Anthropic's disruptive plugins that affected IBM's market cap. 
See also: AMD's new partnership with Meta, boosting AMD's stock by 15%, and the complexities of Pentagon contracts involving AI technologies. Tune in for key insights into the evolving AI landscape!
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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 NVIDIA Earnings vs AI Bubble
8:39 Perplexity's New Operating System
14:19 Claude Co-Work Updates
16:59 Anthropic's Market Impact
17:52 IBM's COBOL Crisis
22:17 Pentagon's AI Deal
25:38 AMD's New Partnership with Meta
27:18 See Ya!
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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

Anthropic came forward with a statement accusing China's open source AI labs of theft via distillation, taking data from 16 million fake conversations. 
With Google and OpenAI echoing similar concerns, we examine the ethical dilemmas of "distillation attacks" and the hypocrisy within the U.S. AI industry. 
As the Pentagon leans on AI for national security, we discuss the precarious balance between innovation and ethics. Perhaps the most important conversation of our lifetimes.
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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 Exposing China's AI Theft
2:22 The Scale of China's Distillation Attack
4:26 Legal Boundaries and Ethical Dilemmas
5:50 The Pentagon's AI Dependency
7:05 Balancing Safety and Speed in AI
8:56 Hypocrisy in AI Practices
10:20 China's AI Innovations and Open Source
13:16 The Strategic Shift in AI Development
15:00 The Moral Dilemma of AI Warfare
19:57 Concluding Thoughts on AI Ethics
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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

Google’s new AI tools Lyria 3 and Pomelli feel like magic. Lyria 3 showcases real-time music generation and music from images, while Pomelli creates marketing visuals from a single image, transforming photography. We also discuss Gemini 3.1 Pro's advancements and user feedback.
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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 Lyria 3
2:58 Multimodal Capabilities
4:34 Watermarking
7:18 Pomelli
11:55 Product Shoots
14:42 The Evolution of AI Models
16:54 Advances in Gemini 3.1
21:44 Google's Distribution Power
22:45 Make Stuff
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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