In the Loop AI

Latest Episodes:

SpaceX Stock Crashed. Starship Flight 13 Didn't. Jul 29, 2026

Show notes

🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒
https://developers.ledger.com/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless

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🌌 LIMITLESS HQ ⬇️

EMAIL US: info@limitless.fm
NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
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APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED: https://limitlessft.substack.com/

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TIMESTAMPS

0:00 SpaceX Stock Crash
2:30 Bear Case Unpacked
5:28 Starship Flight Breakthrough
10:14 AI And Compute Expansion
16:33 Elon’s Unified Ecosystem
17:01 Supply Unlock Risks
18:43 Ledger Sponsor Break
19:35 Manufacturing At Scale
22:00 Long-Term Bull Thesis
25:09 Closing Thoughts

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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

Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

Why Claude Opus 5 is Our Favorite AI Model (For Now) Jul 28, 2026

Show notes

Anthropic’s Claude Opus 5 is blowing us away with its visual and agentic capabilities, benchmark performance, and role as a strong general-purpose model.

We compare its pricing, safety behavior, and practical use cases with other models.... And our verdict? This is the model you should use right now.

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🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒
https://developers.ledger.com/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless

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🌌 LIMITLESS HQ ⬇️

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TIMESTAMPS

0:00 Claude Opus 5 Launch
2:41 Visual Demo Breakthroughs
5:28 From Games to Workflows
9:00 Arc AGI 3 Leap
13:30 Choosing Opus vs Fable
16:44 Agent Security and Safety
18:12 Where Safety Lines Sit
23:23 Open Models and Wrap-Up

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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

Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

THIS WEEK IN AI: NVIDIA Dominates Google | America vs Open Source | Tesla Starlink V5 Jul 24, 2026

Show notes

🌌 LIMITLESS HQ ⬇️

EMAIL US: lkwhit14@gmail.com
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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In another jam-packed week in AI, we discuss NVIDIA’s Vera Rubin chips, Google’s latest disappointments, and the competition between US frontier labs and Chinese open-source models.

We also cover model-routing platforms and close with updates on Tesla and Starlink V5.
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TIMESTAMPS

0:00 AI Costs Crashing Down
0:36 Vera Rubin Lands
2:39 NVIDIA’s Market Edge
5:27 Google’s Disappointing Week
8:12 Google’s Chip Race
12:34 Open Source Under Fire
16:58 Model Routers Rise
19:28 Tesla’s Internet Network

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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

Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

A Prototype GPT-6 Broke Out of Confinement: Is AI Alignment Possible? Jul 23, 2026

Show notes

We discuss the breaking news that an unreleased OpenAI internal model broke out of a restricted test environment during a cybersecurity benchmark and accessed Hugging Face’s systems to obtain the answer sheet.

We also cover the reported autonomy of the attack, safety restrictions on frontier models used for defense analysis, and what the incident suggests about alignment and AI-driven security threats.

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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 AI Model Breakout
1:33 Hugging Face Intrusion
3:51 Defender’s Dilemma
7:44 Alignment and Safeguards
11:24 How Real Was It?
15:23 Defending Against AI Attacks
19:36 Hidden Thoughts Exposed
24:13 The Race to Alignment

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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

Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

Elon Will Handle the Energy Bottleneck Himself: Buys APR Energy for $1B Jul 22, 2026

Show notes

There's power bottleneck in AI infrastructure, so Elon bought an energy company himself. From APR Energy, behind-the-meter generation, and nuclear, everyone is trying to secure electricity for data centers.

We also cover rising DRAM, HBM, and NAND prices, and wonder if energy may be the next major AI infrastructure trade.

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🌌 LIMITLESS HQ ⬇️

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TIMESTAMPS

0:00 AI Power Bottleneck
2:44 Energy Demand Explodes
4:12 Elon’s Permitting Loophole
7:23 Memory Trade Rotation
10:08 Korea’s Memory Shock
12:27 Electricity Becomes the Trade
14:51 Power Stack Layers
16:15 Bloom’s Portable Fix
17:35 GE Vernova Leads
19:29 Nuclear Gets Interesting
21:44 The Power Trade Thesis
22:44 Bullish on Electricity
24:09 Model Agnostic Demand
25:15 Short-Term and Space Power
26:00 Closing

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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

Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

AI Bubble Update: Kimi K3 Sends China into Chaos Jul 21, 2026

Show notes

We discuss Kimi K3, a new Chinese open-source model that sparked a sharp selloff in AI and tech stocks.

The real question: does it signals a real shift in the AI race between the U.S. and China? And who will the biggest winners be: model labs or the compute and infrastructure providers?

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🌌 LIMITLESS HQ ⬇️

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TIMESTAMPS

0:00 Kimi K3 Shakes Markets
0:49 Open Source Disruption
2:54 China’s AI Message
5:22 Demand Outstrips GPUs
8:59 Open Source Backlash
13:58 The Bubble Debate
17:38 Infrastructure Wins Long Term
22:36 Breakthroughs Still Loom
24:48 Outro and Updates

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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

Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

THIS WEEK IN AI: Kimi K3, OpenAI's Alexa, Grok Stealing Code, Thinking Machines Jul 17, 2026

Show notes

Big week this week. Moonshot Labs’ dropped Kimi K3, Thinking Machines Labs’ Inkling, and reporting on OpenAI’s upcoming screen-free hardware device.

We also discuss Grok Build, XAI, a new dictation tool, Elon Musk’s energy company purchase, and reports that DeepSeek is preparing an IPO.

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🌌 LIMITLESS HQ ⬇️

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TIMESTAMPS

0:00 Kimi K3 Changes Everything
8:11 Thinking Machines Finds Its Niche
15:06 OpenAI’s Mystery Speaker Emerges
21:15 Elon’s AI Moves and Missteps
26:52 Dictation Gets Smarter
29:44 DeepSeek Eyes an IPO

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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

Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

Are Cheaper AI Models Better than Claude and ChatGPT? Jul 16, 2026

Show notes

We're discussing new AI model releases from xAI, Meta, OpenAI, and Anthropic, and the shift toward cheaper, more efficient models.Focusing on Grok 4.5 and Meta’s MuseSpark 1.1, there's also a broader move toward model routing and enterprise use.

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🌌 LIMITLESS HQ ⬇️

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TIMESTAMPS

0:00 AI Price Competition
2:48 Grok 4.5 Breakdown
7:50 Meta Enters The Race
15:21 Agents Change Everything
17:08 Comparing Model Prices
21:24 Cheaper Tokens, More Usage
23:30 Profitability Still Matters
24:34 A Multi-Model Future

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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

Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

The Government Banned GPT-5.6. OpenAI Released it Anyways Jul 15, 2026

Show notes

🌌 LIMITLESS HQ ⬇️

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OpenAI has released GPT-5.6 with the new Sol, Terra, and Luna model tiers and an updated app experience.

We also cover live demos, image generation and editing use cases, and concerns about autonomous access after reports of file deletion and database issues.

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TIMESTAMPS

0:00 GPT 5.6 Released to Everyone
0:24 Safer Than It Looks?
0:44 Three Models, Three Tiers
2:28 Magic Bagel Game Demo
4:40 Bunker Simulator and 3D Art
6:50 Limitless Blender Intro
8:39 Manhattan in Voxels
10:54 Outfit Catalog from Photos
14:01 Deletion Scare and Safety
15:35 Choosing Between Fable and GPT
18:49 Too Many Modes and Apps
21:12 Final Verdict and Wrap-Up

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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

Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

Apple v. OpenAI: Trade Secrets and Corporate Espionage Jul 14, 2026

Show notes

Apple has filed a lawsuit against OpenAI over alleged trade secret theft related to future hardware plans and employee recruiting.

With OpenAI’s reported device ambitions and Apple’s leak-detection practices, the broader competition for talent and proprietary information in AI has reached a boiling point.

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🌌 LIMITLESS HQ ⬇️

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TIMESTAMPS

0:00 OpenAI’s Secret Apple Grab
4:16 Poaching Engineers and Secrets
6:35 The Alleged Interview Scheme
9:06 Why Apple Fought Back
11:40 OpenAI Versus Apple Strategy
13:49 Apple’s Leak-Tracking Tactics
15:33 AI Hardware Meets Personal Data
17:34 Apple’s Own Security Problem
19:59 Why IP Is the New Gold
22:26 California’s Non-Compete Advantage
23:08 Is Apple Truly Worried?
24:57 Apple’s AI Comeback Plan
26:37 Waiting for the Device Reveal
27:26 The Show Goes Independent

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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

Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

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