In the Loop AI

Latest Episodes:

The $10T AI Scaling Race: Who's Winning, And Who's Certain To Lose Sep 26, 2025

Show notes

Over the last 30 days, more than $1T has been pledged to build 50–100 GW of power for AGI, an unprecedented, Manhattan-Project-scale race to convert energy into intelligence. We break down who’s winning and why: XAI/Elon’s Colossus 2 and deep vertical integration (Tesla Megapacks, in-house chips), OpenAI’s Stargate deals with Oracle/SoftBank plus a reported $100B NVIDIA tie-up, Microsoft’s Fairwater push, Intel’s geopolitics—while Europe lags and China stockpiles energy and homegrown GPUs. Is this an AI CapEx bubble or the new reality where compute becomes the last thing we spend money on—and where being months late can cost you the race?

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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
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🔐 KGEN - The Verified Distribution Protocol:
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TIMESTAMPS

00:00 Intro
02:25 Colossus
09:21 OpenAI Goes BIG
16:29 The $100B Bet
22:19 Intel & Apple?
26:01 Where Is Anthropic?
28:33 Europe Is Cooked
29:41 China Is On Fire
36:01 Are We In A Bubble

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RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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

DEBATE: iOS 26 Is Not Just An Update. Apple is Conditioning You. Sep 24, 2025

Show notes

David joins Limitless to debate iOS 26's liquid glass design, claiming that it’s “terrible” and “childish.” The discussion explores Apple’s potential move towards augmented reality, especially with Vision Pro, and ponders the implications of current design trends for future tech like smart glasses.

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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT

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TIMESTAMPS

0:00 iOS Design Debate
1:03 Animation Overload
4:00 User Experience Perspectives
5:39 Aesthetic History Lesson
8:29 AR and Future Design
13:00 Apple's Slow Evolution
19:53 Competing Technologies
27:19 Final Thoughts on Tech
28:18 Closing Remarks

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RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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

Elon's Recipe for Winning the AI Race: Grok5 and Colossus Sep 23, 2025

Show notes

In this episode, we examine advancements in AI through Elon Musk's xAI, focusing on Grok4 Grok Fast. We discuss Musk's claim that Grok 5 could achieve AGI (artificial general intelligence) and Grok4's impressive benchmark improvements.

We highlight Grok Fast's two million token context window for enhanced efficiency at lower costs. The episode also explores the competitive AI landscape shaped by significant investments from tech giants.

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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT

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TIMESTAMPS

0:00 The Rise of Grok 5
1:41 Charting the Path to AGI
3:32 Breakthrough Techniques in AI Training
5:06 The Power of Plain Language
9:49 Grok 4 Fast: A Game Changer
14:21 The Future of AI Accessibility
18:14 Reinforcement Learning Revolution
21:58 Colossus 2 and the Energy Race
26:00 Global Investments in AI Infrastructure
28:15 Closing Thoughts and Future Episodes

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RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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

This Week In AI: Explained In 20 Minutes Sep 19, 2025

Show notes

This week felt like the moment tools turn into infrastructure. OpenAI’s model hit a perfect 12/12 in a human coding contest and GPT-5 Codex can think in parallel for hours, which hints at agents doing the work while we set direction. We also trace what people actually use AI for, the “scheming” worry in alignment, China’s GPU push and Oracle’s giant bet, YouTube’s VO3, and why Google + Coinbase’s open payments could be the first rails for the agent economy. Twenty minutes; the signal without the noise.

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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT

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TIMESTAMPS

00:00 Topic1
02:26 Topic 2
05:51 Topic 3
08:28 Topic 4
09:57 Topic 5
12:57 Topic 6
14:16 Topic 7
15:56 Topic 8
17:00 Topic 9

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RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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

Meta's Ray-Ban HUD: Groundbreaking Tech or a Stepping Stone? Sep 18, 2025

Show notes

In this episode, we cover the launch of Meta's Meta Ray-Ban Displays at the Meta Connect event, featuring a 46-megapixel camera and 18-hour battery life. Ejaaz and Josh discuss the technology's practicality, Zuckerberg's vision, and other devices like the Oakley Meta Vanguard glasses. We explore the future of ambient computing and invite listeners to share their thoughts on these innovations. Join us for a dynamic conversation on wearable tech!

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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT

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TIMESTAMPS

0:00 Meta's New AI Glasses Unveiled
2:52 Initial Reactions to the Meta Ray-Ban
5:23 The EMG Neural Wristband Explained
8:01 Exploring the Technical Features
12:00 User Experience Insights
15:27 The Demos: Successes and Failures
18:06 Live Translation Feature Discussion
19:27 The Fail Demos: A Closer Look
30:16 Other Products Announced at Meta Connect
38:09 Are Glasses the Final AI Form Factor?
38:56 The Future of AI Consumer Devices

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RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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

Elon's New Chip Could Actually Dethrone Nvidia (Tesla AI5) Sep 16, 2025

Show notes

In this episode, we discuss Tesla's groundbreaking AI5 chip, touted by Elon Musk to be 40 times more powerful than its predecessor, and its potential to revolutionize products like Robotaxis and the Optimus robots.

Additionally, we highlight the Megablock energy system, designed to unlock 50% of unused energy and revolutionize the energy industry. Join us as we examine Musk’s ambitious vision for a synergistic Tesla ecosystem.

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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT

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TIMESTAMPS

0:00 The Rise of Tesla's AI Chips
1:33 The AI Chip Industry
9:32 Batteries of the Future
16:15 Powering the Future with Megapacks
20:44 Revolutionizing Energy Distribution
22:16 Community Engagement and Feedback

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RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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

The Sad Reality of Apple’s iPhone 17 Announcement Sep 11, 2025

Show notes

In this episode, we explore Apple's much-anticipated hardware event, highlighting key announcements like the iPhone, Apple Watch, and AirPods. Our hosts discuss the innovative features of the AirPods Pro 3, the sleek design of the iPhone Air, and the impressive camera of the iPhone 17 Pro, while questioning battery life compromises. They also critique the minimal updates for the Apple Watch Series 11 and speculate on Apple's future in AI with the new A19 Pro chip. Join us as we unpack the excitement and shortcomings of this year's hardware showcase.

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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT

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TIMESTAMPS

0:00 Apple Unveils Flagship Devices
0:47 AI Features in AirPods Pro 3
3:33 Exciting iPhone Air Innovations
4:49 The iPhone 17 Pro Unveiled
11:54 Cooling Technology Breakthroughs
19:29 Camera Upgrades and Features
21:24 AI Potential in New Devices
24:25 Speculations on Apple's Future AI
25:49 Additional Hardware Announcements
28:32 Recap and Final Thoughts

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RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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

Elon's Plan for Starlink to DESTROY Verizon, AT&T, and T-Mobile Sep 10, 2025

Show notes

In this episode, we explore SpaceX's $17 billion mobile spectrum acquisition enabling cellular service via Starlink, challenging major carriers. We discuss OpenAI's new Jobs Platform connecting businesses with AI-skilled individuals, along with updates to the ChatGPT interface that enhance interactivity.

Additionally, we cover Microsoft's $17 billion partnership with Nebius for AI infrastructure and Atlassian's $610 million acquisition of The Browser Company, signaling a shift in productivity tools. Stay tuned for our next episode featuring Apple’s latest tech announcements!

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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT

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TIMESTAMPS

0:00 SpaceX's Bold Acquisition
0:52 OpenAI's LinkedIn Competitor
10:52 The AI Job Platform
13:50 Advancements in ChatGPT
16:07 OpenAI's Spending Surge
21:57 Microsoft Acquires Nebius
24:36 The Browser Company Acquisition
29:43 Wrapping Up This Episode

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RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠
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OpenAI's Mind Blowing Discovery To Reverse Aging Sep 05, 2025

Show notes

OpenAI just notched a real biology win: a tiny 4B-parameter model (“GPT-4B-micro”) designed Yamanaka-factor protein variants that jumped lab hit rates from ~0.1% to 30–50% in tests with Retro Biosciences. We unpack how a small, domain-tuned GPT can actually reprogram cells, what partial vs full age reversal could mean, and why this points to personalized longevity. We contrast OpenAI’s approach with Google’s AlphaFold push and outline the road from early results to therapies (think years of trials, roughly 7–12). If you want the fountain-of-youth story grounded in mechanisms, math, and lab-verified results, this episode is it.

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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT
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TIMESTAMPS

0:00 The Fountain of Youth Unveiled
1:17 Understanding Yamanaka Factors
5:16 Breakthrough with AI Protein Design
8:41 The Implications of Reversing Aging
15:12 Aging as a Disease
19:04 The Future of AI in Science
20:55 The Path to Age Reversal
21:50 Exciting Developments Ahead

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RESOURCES

OpenAI Paper: https://openai.com/index/accelerating-life-sciences-research-with-retro-biosciences/

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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

AI NEWS: Meta's $25B Fumble | Anthropic $200B Valuation | OpenAI Acquires Statsig Sep 04, 2025

Show notes

In this episode, we dive into the AI industry's game of thrones, highlighting Meta's $25 billion investment in Superintelligence Labs, now facing mass executive departures.

We explore Sam Altman’s $1.1 billion acquisition at OpenAI, Anthropic's soaring valuation to $200 billion, and Apple's strategic recruitment amidst the chaos.

We also discuss Elon Musk's XAI and recent code theft allegations, plus OpenAI's acquisition of Statsig to enhance its offerings.

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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT

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TIMESTAMPS

0:00 AI Talent Wars Return
0:43 Meta's Talent Exit
2:13 Executive Departures Raise Concerns
5:06 The Value of Overpaying
6:23 Confidence in Meta's Future
7:20 Apple Poaches from Meta
8:27 XAI's Talent Issues
10:07 Fragility of Intellectual Property
13:39 OpenAI Acquires Statsig
15:42 Evaluating AI Model Effectiveness
18:22 Anthropic's Massive Valuation
20:35 Are We In a Bubble?
23:03 Grok Code's Rise to Prominence
27:38 Apple Enters the AI Arena
34:32 Upcoming Events in AI Tech

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RESOURCES

Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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

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