In the Loop AI

Latest Episodes:

Inside The Portfolio Of The 24 Year-Old Who Made $4.5B AI Investing Mar 03, 2026

Show notes

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.

------
🌌 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/

------
POLYMARKET | #1 PREDICTION MARKET 🔮
https://bankless.cc/polymarket-podcast

------
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

------
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

Operation Epic Fury: The USA Banned Anthropic But Used It Anyways Mar 02, 2026

Show notes

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.

------
🌌 LIMITLESS HQ ⬇️

------
POLYMARKET | #1 PREDICTION MARKET 🔮
https://bankless.cc/polymarket-podcast

------
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

------
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

This Week in AI: NVIDIA Earnings, Anthropic vs Pentagon, Perplexity Computer Feb 27, 2026

Show notes

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!

------
🌌 LIMITLESS HQ ⬇️

------
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!

------
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

Anthropic Just Got Hacked by China. These are the New Front Lines. Feb 25, 2026

Show notes

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.

------
🌌 LIMITLESS HQ ⬇️

------
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

------
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

Google's Lyria 3: The Music AI that Changes Everything Feb 24, 2026

Show notes

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.

------
🌌 LIMITLESS HQ ⬇️

------
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

------
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

THIS WEEK IN AI - Toilet Co. Challenges NVIDIA, Apple AI Device Rumors, Manus vs OpenClaw Feb 20, 2026

Show notes

Toto, the Japanese Toilet Company, now has a surprising role in AI chip development, with massive gains in the market this year.

In other news, we have self-replicating AI agents, Apple AI device rumors, Google Gemini 3.1, and xAI's Grok 4.20 multi-agent model.

------
🌌 LIMITLESS HQ ⬇️

------
TIMESTAMPS

0:00 Toto Toilets for AI
3:11 AI Agents Take Over
8:50 A New Marketing Model
13:23 Sam vs Dario
15:13 Apple’s AI Devices
20:28 Manus Agents Strike Back
21:30 AI-Generated Movies
25:24 Google’s AI Model Updates
27:36 XAI and Drone Warfare
31:03 Prompting Advice
32:55 Closing

------
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

Inside OpenClaw: Should You Actually Use It? Probably Not. Feb 18, 2026

Show notes

Everyone's talking about Openclaw, but it's difficult to figure out who this new framework is actually for.

On top of security issues and vulnerability risks, it's also technically demanding. So in this episode, we get to the bottom of it: should you actually use Openclaw?

And if so, how should you do it?

------
🌌 LIMITLESS HQ ⬇️

------
TIMESTAMPS

0:00 The OpenClaw Archetypes
3:02 Serious Operators
6:55 The Knowledge Worker
11:47 Privacy-Conscious Users
14:50 Security Concerns
18:10 How To Set Yours Up
21:17 Future of Agents
22:07 Closing Thoughts

------
RESOURCES

My Claw: https://myclaw.ai/

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

OpenAI Just Acquired OpenClaw: Why This Is A Huge Deal Feb 16, 2026

Show notes

OpenAI just acquired OpenClaw, the fastest-growing open-source AI project in history, only 82 days after it was created. This isn’t just another AI tool: OpenClaw is a personal agent that connects to your apps and actually does things for you, signaling the beginning of the end of the chatbot era. In this episode of Limitless, we break down the OpenAI vs Meta bidding war, why Anthropic fumbled, and why this might be the iPhone moment for AI agents.

------
🌌 LIMITLESS HQ ⬇️

------
TIMESTAMPS

00:00 OpenAI Acquires OpenClaw
02:22 Meta vs OpenAI Offers
08:02 The Next Generation Of OpenClaw
12:19 The 10 Phase Rollout
17:14 Life As A Video Game

------
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

This Week in AI: "Something Big is Happening," The xAI Exodus, Seedance 2.0 Feb 13, 2026

Show notes

Well, he's doing it again. Elon is clearing house to make way for a new era or production. In other news this week, we cover the Seedance 2 model and AI safety concerns following leadership changes at Anthropic.

As job disruption fears rise, we share personal stories on adaptation. We wrap up with buzz around OpenAI's new Dime product and ChatGPT's 'adult mode.'

------
🌌 LIMITLESS HQ ⬇️

------
TIMESTAMPS

0:00 The XAI Exodus
3:13 Elon’s Reorganization Strategy
5:40 Hardware vs. Software Progress
7:33 Moon Colonization Plans
7:50 Seedance
9:51 Copyright Challenges in AI
12:07 OpenAI Device Hoax
16:09 The Viral AI Essay
20:23 Safety and Ethics in AI
24:41 OpenAI’s Adult Mode
25:51 Closing

------
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

OpenAI Device Leak: They Claim Fake News, But We're Not So Sure! Feb 11, 2026

Show notes

We look into the buzz around a leaked Super Bowl ad for OpenAI's anticipated consumer AI hardware, sparked by a Reddit claim that the ad was pulled.

OpenAI’s president labeled it “fake news,” prompting us to discuss a rumored $6.5 billion partnership with designer Jony Ive and the challenges of entering a hardware market dominated by giants like Apple.

------
🌌 LIMITLESS HQ ⬇️

------
TIMESTAMPS

0:00 The Super Bowl Tease
1:40 Unpacking the Leaked Ad
4:10 The Legitimacy Debate
6:20 Mixed Signals
9:32 A Difficult Industry
16:04 Pressure on OpenAI
18:00 Concluding Thoughts on Reality
19:34 Questions for the Future

------
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

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected