How Gavin Baker Invests in AI, and Where the Bubble is Going Next

Apple WWDC 2026: Finally Delivering on AI Promises

This year, we got what we came for. Apple’s WWDC 2026 focused on improving AI, especially Siri’s new capabilities, on-device models, and privacy-centered request handling.  With new AI features in Photos, Apple Maps’ 3D Gaussian splats, and Apple’s broader position in consumer AI, maybe Apple AI will finally come through. ------ 🌌 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/ ------ TIMESTAMPS 0:00 Apple WWDC 2026 2:15 Siri Gets Context 7:45 Developer AI Unlock 11:35 New Practical Features 14:30 Under the Hood 21:29 Photos and Maps 25:51 Future Hardware Plans 30:21 Apple’s Long-Term Bet 31:21 Tim Cook’s Legacy ------ 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: Microsoft Build, NVIDIA at Computex, New Glenn Explosion

Today, we're covering Microsoft Build, including its new AI models and concept hardware, as well as NVIDIA’s latest announcements at Computex. We also discuss Blue Origin’s New Glenn test failure, Cloudflare’s bot traffic data, and updates from OpenAI, Grok, and Google. ------ 🌌 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/ ------ TIMESTAMPS 0:00 Microsoft’s AI Hardware 7:07 Nvidia’s Hardware Blitz 11:53 Jensen's Next Pick 14:11 Blue Origin New Glenn Failure 17:15 Bots Outnumber Humans 20:39 OpenAI’s Compute Crunch 27:11 Grok’s New Coding Layer 29:45 Google Raises More Cash ------ 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

Hijacking Instagram: Behind The Massive AI Exploit

A Meta AI account-recovery exploit let attackers trigger password reset links for Instagram and Facebook accounts through social engineering. With this backdrop, we explore security risks for AI systems, including prompt injection, and close with advice on stronger authentication and safer account practices. ------ 🌌 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/ ------ TIMESTAMPS 0:00 Meta AI Hack 2:35 How The Scam Worked 5:11 Two-Factor Fails 7:57 The Confused Deputy 9:30 Meta’s Security Failure 13:18 White House Response 17:32 How To Protect Yourself 22:14 Bigger AI Threats 23:55 Closing Thoughts ------ 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

SpaceX, OpenAI, and Anthropic IPOs: AI's Reckoning

SpaceX, OpenAI, and Anthropic have all filed for their upcoming IPOs. This speaks pretty heavily to the scale of projectedAI capital spending. We also cover changing index rules, the size of the raises compared with past market cycles, and Anthropic’s revenue growth and business case. ------ 🌌 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/ ------ TIMESTAMPS 0:00 IPOs and AI Spending Surge 1:30 SpaceX Leads the Filing Rush 3:39 Index Rules Bend for IPOs 7:13 Anthropic’s Explosive Growth 12:24 Google Raises War Chest 17:52 OpenAI Joins the Race 19:26 Physical Limits on AI Buildout 22:54 Robotics and Orbital Data Centers 23:30 Which IPOs Excite Them Most 26:36 Closing Thoughts and Wrap-Up ------ 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

Dell's Comeback is the Perfect AI Case Study

We discuss Dell’s incredibly impressive price action rally, after its focus on AI infrastructure, and NVIDIA’s latest hardware announcements. We also cover the push toward local and private AI use, along with Dell’s earnings and strong AI server sales. ------ 🌌 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/ ------ TIMESTAMPS 0:00 Dell’s AI Comeback 1:34 Private to Public 2:18 Picks and Shovels 4:19 Vera Rubin Goes Live 7:02 AI on Your Desktop 10:16 The New Laptop War 13:01 Open Source Strategy 16:10 The Bubble Landscape 19:02 Trump's Involvement 22:24 Why Dell Matters 26:09 Consumer AI Hardware ------ 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