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AI Rollup: AI Robots and The $10T Arms Race May 08, 2025

Show notes

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.

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https://x.com/LimitlessFT

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TIMESTAMPS & RESOURCES

00:00:00 Intro To Limitless!

https://x.com/LimitlessFT

00:04:23 OpenAI Makes Huge Acquisition

https://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=7f1b29a5128efe71af21ff4cb81c530bdcac095e

https://x.com/ns123abc/status/1912876350911754676

https://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=bd7931dcfd449aa11b0bf7197fdfa983289758c2

00:08:01 Why Spend $3 Billion??

00:16:09 OpenAI Memory Update Is... Interesting

https://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=d08c6dc54c407d4f53df9d11a68857dba951a21c

00:23:56 OpenAI Re-Structuring

https://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=c4222c046fc76f42b7f72ca72537e4e8620a2af1

00:37:24 Visa Credit Cards For AI Agents

https://apnews.com/article/ai-artificial-intelligence-5dfa1da145689e7951a181e2253ab349

00:43:21 The Crypto Bull Case

00:45:43 The Deca Trillion Robot Opportunity

https://x.com/adcock_brett/status/1913986971501748390?s=46

https://x.com/kimmonismus/status/1919510163112779777

https://developer.nvidia.com/isaac/gr00t

https://x.com/adcock_brett/status/1916523708153217525?s=46

https://x.com/adcock_brett/status/1919060515998822898?s=46

00:52:44 Dogs With Machine Guns

00:58:11 Using AI To Do Your Job

01:02:12 The Interpretability Talk

https://www.darioamodei.com/post/the-urgency-of-interpretability

01:09:18 AI Neurons?

01:15:27 The Dopamine Section
https://x.com/venturetwins/status/1917640408349434106

https://x.com/ns123abc/status/1918703088598184321?s=46

https://x.com/venturetwins/status/1919057071145672949

https://x.com/aisafetymemes/status/1914003415191212112?s=46

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

AI Rollup: AI Robots and The $10T Arms Race May 08, 2025

Show notes

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💫Subscribe and Follow Limitless
https://www.youtube.com/@Limitless-FT
https://x.com/LimitlessFT

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🌐SELF | PROVE YOUR SELF
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🟠HEMI | BTC & ETH, ONE NETWORK
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------
TIMESTAMPS & RESOURCES

00:00:00 Intro To Limitless!

https://x.com/LimitlessFT

00:04:23 OpenAI Makes Huge Acquisition

https://x.com/ns123abc/status/1912876350911754676

00:08:01 Why Spend $3 Billion??

00:16:09 OpenAI Memory Update Is... Interesting

00:23:56 OpenAI Re-Structuring

00:37:24 Visa Credit Cards For AI Agents

https://apnews.com/article/ai-artificial-intelligence-5dfa1da145689e7951a181e2253ab349

00:43:21 The Crypto Bull Case

00:45:43 The Deca Trillion Robot Opportunity

https://x.com/adcock_brett/status/1913986971501748390?s=46

https://x.com/kimmonismus/status/1919510163112779777

https://developer.nvidia.com/isaac/gr00t

https://x.com/adcock_brett/status/1916523708153217525?s=46

https://x.com/adcock_brett/status/1919060515998822898?s=46

00:52:44 Dogs With Machine Guns

00:58:11 Using AI To Do Your Job

01:02:12 The Interpretability Talk

https://www.darioamodei.com/post/the-urgency-of-interpretability

01:09:18 AI Neurons?

01:15:27 The Dopamine Section
https://x.com/venturetwins/status/1917640408349434106

https://x.com/ns123abc/status/1918703088598184321?s=46

https://x.com/venturetwins/status/1919057071145672949

https://x.com/aisafetymemes/status/1914003415191212112?s=46

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

Can PumpFun be Dethroned? ETH's Pectra Upgrade | Future of Bitcoin L2s | Jon, Bread, & Andy8052 May 07, 2025

Show notes

In this episode of the Bankless Roundtable, hosts BreadGuy, John Charbonneau, and Andy8052 tackle pivotal issues in the crypto world. They explore the disconnect between institutional bullishness and community despair, with Bread highlighting the plight of altcoin holders amid Bitcoin's dominance. The conversation turns to a scandal involving a token loan, revealing manipulation that undermines trust in the industry.

Later, they discuss the upcoming Ethereum Pectra upgrade, emphasizing its potential to improve functionality while cautioning about implementation challenges. The hosts also dive into the meme coin phenomenon, navigating the ethical dilemmas of this niche. As they wrap up, the team reflects on the challenges and hope within the crypto community, encouraging thoughtful engagement in this dynamic market.

Jon Charbonneau: https://x.com/jon_charb
Bread: https://x.com/0xBreadguy
Andy8052: https://x.com/andy8052

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🟠HEMI | BTC & ETH, ONE NETWORK
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---

TIMESTAMPS

00:00 Intro

03:40 Current Crypto Sentiment

9:20 Movement Market Making Scandal

26:10 Boop.Fun vs Pump.Fun

1:00:15 Ethereum's Pectra Upgrade

1:16:25 Bitcoin vs Ethereum

1:12:45 Closing Thoughts

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures%E2%81%A0

A New Chapter for Ethereum | EFs Co-EDs Tomasz & Hsiao-Wei May 05, 2025

Show notes

Ethereum Foundation's new Co-Executive Directors, Tomasz Stanczak and Hsiao-Wei Wang, join Bankless to outline their vision for the future of Ethereum.

We explore their backgrounds, the changing leadership at EF, and the roadmap ahead—from accelerating L1 scaling and improving UX to making Ethereum more dynamic and product-focused. This episode offers a rare behind-the-scenes look at how Ethereum plans to stay resilient, decentralized, and mission-aligned in a fast-changing world.

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TIMESTAMPS

0:00 Intro
8:19 Career Journey
16:22 What Value Are They Providing
23:39 Continuing the Ethereum Legacy
31:11 Ethereum Foundation: Strengths, Gaps & Calls for Leadership
43:41 The Pectra Disaster
1:00:51 Scaling and Improving the Layer 2
1:06:55 The Concept of "Product Centric Ethereum"
1:11:49 Metrics, Accountability & Operational Leadership at Ethereum
1:14:41 What the Ethereum Foundation Isn't Responsible For
1:18:35 Clearing Up EF Misconceptions
1:26:25 Inside Ethereum’s Upgrade Cycle
1:31:17 Closing and Disclosure

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RESOURCES

Hsiao-Wei Wang
https://x.com/hwwonx

Tomasz K. Stańczak
https://x.com/tkstanczak

Ethereum Foundation
https://ethereum.foundation/

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

The Bitcoin Space Race Begins, ETH’s Big Pivot, & a Looming Crypto Recession? May 02, 2025

Show notes

📣BUILDBEAR | EASY EVM SANDBOX
https://bankless.cc/buildbear
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This week, Ryan and David dive into crypto’s dramatic new re-prioritization (pivot?) as Ethereum is shifting rapidly, prioritizing Layer 1 scaling in a move that has sparked intense community debate. Meanwhile, macro turmoil hits crypto with a looming tariff-driven recession and signs of American capital flight shaking global markets. Bitcoin tightens its grip on Washington, cementing itself as digital gold in the eyes of the Trump administration, and Worldcoin launches a U.S. rollout amid rising fears of an AI-driven dystopia. Plus, Sui surges on wild Pokémon rumors, Ripple’s bold move to buy Circle gets rejected, and Monero rockets after a massive Bitcoin hack. Is crypto entering a new golden age, or are these the early tremors of deeper uncertainty? Find out on this week's must-watch Weekly Rollup.
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------
TIMESTAMPS & RESOURCES
0:00 Intro
1:58 Markets
3:06 Movers of the Week
https://www.bankless.com/read/whats-next-for-sui-in-2025
https://x.com/davewardonline/status/1877073873499197832?
https://x.com/SuiNetwork/status/1914689214803009837
https://blog.sui.io/canary-capital-sui-etf/
5:11 Macro
https://x.com/RyanSAdams/status/1917575854961439151
https://www.apolloacademy.com/wp-content/uploads/2025/04/042625-ConsumerandFirms_v2.pdf
https://x.com/watcherguru/status/1917601209906520370
Meme: https://x.com/alifarhat79/status/1917585508818980906
https://x.com/RaoulGMI/status/1912554771644325905/photo/1
19:18 Ethereum Pivot? Or Reprioritization?
https://x.com/ethereumfndn/status/1916883771280040264
https://x.com/VitalikButerin/status/1917541325072916590
https://x.com/ethereumfndn/status/1916883782025482729
https://x.com/dankrad/status/1917678690852311333
https://x.com/RyanSAdams/status/1917689036744835390
https://x.com/TrustlessState/status/1917564803909918856
https://x.com/hasufl/status/1917880676000411796
https://x.com/0xoxus/status/1917824751151600084
28:05 Base and Scroll Reach Stage 1 Decentralization Milestone
https://l2beat.com/scaling/summary
https://x.com/jessepollak/status/1917253415966798164
https://x.com/Scroll_ZKP/status/1916871844151406649
29:33 Worldcoins “At Last” Event in San Francisco
https://www.ft.com/content/0c5c2b8d-b185-40b6-9221-b80ee130b92e?utm_source=chatgpt.com
https://x.com/TheStalwart/status/1916277891299475462
38:45 Bitcoin Space Race
https://x.com/BitcoinMagazine/status/1917271814356754459
https://bitcoinmagazine.com/politics/u-s-secretary-of-commerce-howard-lutnick-has-a-bitcoin-vision-for-america
42:20 What’s going on in Movement labs?!
https://www.coindesk.com/tech/2025/04/30/inside-movement-s-token-dump-scandal-secret-contracts-shadow-advisors-and-hidden-middlemen
https://x.com/hasufl/status/1917572935339888776
44:02 Monero likely pumped 50% due to suspected $330M Bitcoin theft
https://x.com/zachxbt/status/1916756932763046273
45:51 Tether Now Holds 7.7 Tons of Gold to Back XAUT
https://thedefiant.io/news/markets/tether-now-owns-7-7-tons-of-gold-to-back-its-xaut-token
47:09 US bank regulators pull back guardrails on bank crypto activities
https://x.com/federalreserve/status/1915519104435224895
https://x.com/asvanevik/status/1915581219133415597
48:15 Senate Moves to Ban Congressional Stock Trading—Again
https://x.com/HarrisonKrank/status/1916921283658252621
51:18 US DOJ seeks 20-year prison sentence for Alex Mashinsky
https://x.com/cointelegraph/status/1917166974091534743
53:13 Circle rejected ripple takeover bid of $4-5B
https://x.com/matthew_sigel/status/1917647009994993944
56:29 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

ROLLUP: ETH's Big Pivot | Tariff Recession? | Bitcoin's Political Win | Worldcoin US Launch! May 02, 2025

Show notes

This week, Ryan and David dive into crypto’s dramatic new re-prioritization (pivot?) as Ethereum is shifting rapidly, prioritizing Layer 1 scaling in a move that has sparked intense community debate. Meanwhile, macro turmoil hits crypto with a looming tariff-driven recession and signs of American capital flight shaking global markets. Bitcoin tightens its grip on Washington, cementing itself as digital gold in the eyes of the Trump administration, and Worldcoin launches a U.S. rollout amid rising fears of an AI-driven dystopia. Plus, Sui surges on wild Pokémon rumors, Ripple’s bold move to buy Circle gets rejected, and Monero rockets after a massive Bitcoin hack. Is crypto entering a new golden age, or are these the early tremors of deeper uncertainty? Find out on this week's must-watch Weekly Rollup.

------
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BANKLESS SPONSOR TOOLS:

🪙FRAX | SELF SUFFICIENT DeFi
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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self

🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi

------
TIMESTAMPS & RESOURCES

0:00 Intro

1:58 Markets

3:06 Movers of the Week
https://www.bankless.com/read/whats-next-for-sui-in-2025
https://x.com/davewardonline/status/1877073873499197832?
https://x.com/SuiNetwork/status/1914689214803009837
https://blog.sui.io/canary-capital-sui-etf/

5:11 Macro
https://x.com/RyanSAdams/status/1917575854961439151
https://www.apolloacademy.com/wp-content/uploads/2025/04/042625-ConsumerandFirms_v2.pdf
https://x.com/watcherguru/status/1917601209906520370
Meme: https://x.com/alifarhat79/status/1917585508818980906
https://x.com/RaoulGMI/status/1912554771644325905/photo/1

19:18 Ethereum Pivot? Or Reprioritization?
https://x.com/ethereumfndn/status/1916883771280040264
https://x.com/VitalikButerin/status/1917541325072916590
https://x.com/ethereumfndn/status/1916883782025482729
https://x.com/dankrad/status/1917678690852311333
https://x.com/RyanSAdams/status/1917689036744835390
https://x.com/TrustlessState/status/1917564803909918856
https://x.com/hasufl/status/1917880676000411796
https://x.com/0xoxus/status/1917824751151600084

28:05 Base and Scroll Reach Stage 1 Decentralization Milestone
https://l2beat.com/scaling/summary
https://x.com/jessepollak/status/1917253415966798164

29:33 Worldcoins “At Last” Event in San Francisco
https://www.ft.com/content/0c5c2b8d-b185-40b6-9221-b80ee130b92e?utm_source=chatgpt.com
https://x.com/TheStalwart/status/1916277891299475462

38:45 Bitcoin Space Race
https://x.com/BitcoinMagazine/status/1917271814356754459
https://bitcoinmagazine.com/politics/u-s-secretary-of-commerce-howard-lutnick-has-a-bitcoin-vision-for-america

42:20 What’s going on in Movement labs?!
https://www.coindesk.com/tech/2025/04/30/inside-movement-s-token-dump-scandal-secret-contracts-shadow-advisors-and-hidden-middlemen
https://x.com/hasufl/status/1917572935339888776

44:02 Monero likely pumped 50% due to suspected $330M Bitcoin theft
https://x.com/zachxbt/status/1916756932763046273
45:51 Tether Now Holds 7.7 Tons of Gold to Back XAUT
https://thedefiant.io/news/markets/tether-now-owns-7-7-tons-of-gold-to-back-its-xaut-token

47:09 US bank regulators pull back guardrails on bank crypto activities
https://x.com/federalreserve/status/1915519104435224895
https://x.com/asvanevik/status/1915581219133415597

48:15 Senate Moves to Ban Congressional Stock Trading—Again
https://x.com/HarrisonKrank/status/1916921283658252621

51:18 US DOJ seeks 20-year prison sentence for Alex Mashinsky
https://x.com/cointelegraph/status/1917166974091534743

53:13 Circle rejected ripple takeover bid of $4-5B
https://x.com/matthew_sigel/status/1917647009994993944

56:29 Closing & Disclaimers

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

AI ROLLUP: The AI Experiment That's Been Secretly Manipulating You May 01, 2025

Show notes

This week on the AI Rollup, David, Ejaaz and Josh ride OpenAI’s latest roller-coaster. The release of o3 is making waves for its native multi-modality while 4o gets a “genius-but-sycophantic” update and a rumored social network is in the works. They unpack the Reddit mind-hack experiment, an open-sourced natural-language coding agent, a 40-point jump in AI IQ, and more before asking: is it ethically okay for AI to cheat?

David: https://x.com/TrustlessState
Ejaaz: https://x.com/cryptopunk7213
Josh: https://x.com/Josh_Kale

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🌐SELF | PROVE YOUR SELF
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🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi

------
TIMESTAMPS & RESOURCES

00:00:00 Start
00:02:50 OpenAI's New Frontier Model

https://openai.com/index/introducing-o3-and-o4-mini/

https://x.com/rowancheung/status/1912561386208825751

https://x.com/AISafetyMemes/status/1912875957897003354

https://x.com/sama/status/1912558495997784441

https://x.com/TransluceAI/status/1912552046269771985

00:10:07 Is There A Scaling Wall?

00:17:13 The New AI Gold Rush

00:19:21 AI Caught Lying

https://x.com/IterIntellectus/status/1916463746454528071

https://x.com/deedydas/status/1916611855067594943

00:31:55 Open AI's Next Big Product

https://x.com/kyliebytes/status/1912171286039793932

https://x.com/cryptopunk7213/status/1914493366886174722

https://x.com/rowancheung/status/1917473779069968505?s=46

00:43:19 Optimizing For Addiction

00:50:28 Secret Reddit Agents

https://x.com/reddit_lies/status/1916916134630117814?s=46

00:58:55 Mega Viral AI Generated Video

https://x.com/falchook/status/1914419758520525194

01:01:29 GeoGuesser

https://x.com/arithmoquine/status/1912671688874926575?s=46

01:04:13 Is It Ethical For AI To Cheat?

https://x.com/im_roy_lee/status/1914061483149001132?s=46

01:17:00 Decentralized AI Training
https://x.com/primeintellect/status/1912266266137764307?s=46

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

Is ETH Back? Memecoins Here to Stay? HYPE's HyperLiquid EVM | Jon, Bread, & Andy8052 Apr 30, 2025

Show notes

Jon Charbonneau, Bread, and Andy8052 join David to break down Ethereum’s bold pivot back to Layer 1 and what it means for the future of crypto.

They also dive into the implications of scaling the L1 over rollups, the looming death of longtail L2s, and the shifting meta around value accrual, memecoins, and onchain activity. The crew also debates ETH’s monetary identity, HyperLiquid’s EVM ambitions, and whether Ethereum can reassert itself as crypto’s dominant tech and cultural platform.

Jon Charbonneau: https://x.com/jon_charb
Bread: https://x.com/0xBreadguy
Andy8052: https://x.com/andy8052

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TIMESTAMPS & RESOURCES

0:00 Intro

1:58 Ethereum Pivot Has a Tagline
https://x.com/hosseeb/status/1917052715911549399
https://x.com/0xngmi/status/1916910787936797005

18:49 Ethereum Value Accrual

30:29 Fun Chain Premium

34:00 Memecoin Meta These Days

50:17 HyperLiquid EVM

58:01 1 Gorilla vs 100 Men
https://x.com/search?q=1%20Gorilla%20v%20100%20Men&src=typed_query

1:04:07 Closing & Disclaimers

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

Can Story Protocol Tokenize the $70 Trillion IP Market? | Jason Zhao Apr 29, 2025

Show notes

Can Crypto disrupt the IP Market?

In this episode, we dive deep with Jason Zhao, co-founder of Story Protocol, on how their new token launch could unlock the $70 trillion intellectual property market. We explore the bold vision of making IP liquid, programmable, and globally accessible — and how crypto-native creators, DAOs, and even major studios could reshape how stories are owned and built.

This might just be crypto's most ambitious attempt at disrupting the media yet.

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🏦INFINEX | THE CRYPTO-EVERYTHING APP
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TIMESTAMPS

0:00 Intro
5:48 Why Onchain IP?
16:52 Eliminating Lawyers
24:41 Step One
28:56 Code as Law
38:38 Ownership Protection
45:35 Onchain IP Nuances
53:11 Final Words
56:30 Closing & Disclaimers

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RESOURCES

Jason Zhao
https://x.com/jasonjzhao

Story Protocol
https://x.com/storyprotocol

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Ethereum’s Biggest Mistake (and How to Fix It) | Sam Kazemian Apr 28, 2025

Show notes

Ethereum has achieved groundbreaking technological success, but has it failed to properly define ETH the asset?

In this episode, Frax founder Sam Kazemian joins us to discuss what he believes is Ethereum’s biggest mistake: confusing the ETH asset with Ethereum the technology. Sam argues that post-EIP-1559 and Proof of Stake, ETH unintentionally shifted toward a discounted cash flow (DCF) valuation model, undermining its potential as a commodity-like store of value.

We explore how the Ethereum community can reclaim a stronger narrative around ETH and why social consensus — not just tech — determines an asset’s destiny.

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🛞MANTLE | MODULAR LAYER 2 NETWORK
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------
TIMESTAMPS

0:00 Intro
4:43 Classifying ETH
17:50 ETH/BTC Collapse
33:39 ETH Revenues
44:35 Blue-Money Gospel
53:44 What ETH Needs
1:10:08 ETH Internet Bond Narrative
1:19:49 Final Thoughts

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RESOURCES

Sam Kazemian
https://x.com/samkazemian

Blue-Money Gospel
https://x.com/RyanSAdams/status/1915874994514452763

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

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