Leopold is Back: 13F Filings Reveal a New Bet

THIS WEEK IN AI: SpaceX IPO TODAY, AI 1 Satellite, Claude Fable 5

This Week in AI, we discuss SpaceX as a possible buy ahead of a major IPO, focusing on its valuation, Starlink growth, and the company’s plans for space-based AI data centers.  We also cover OpenAI’s reported data center deal and S-1 filing, Anthropic’s Fable 5 model, and Apple’s WWDC updates on Siri. ------ 🌌 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 SpaceX IPO Frenzy 3:19 AI Data Centers in Space 8:38 Starlink’s Explosive Growth 14:26 Hardware Scaling Advantage 17:00 Valuing SpaceX’s Future 22:09 OpenAI’s Gigawatt Gamble 26:40 Fable 5 and Safety 29:35 Siri’s Big Comeback 33:18 Closing Thoughts and Reactions ------ 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

AI Loops: How the World's Best Engineers Use AI

AI Loops have taken over our timeline as a more autonomous way of using AI models, alongside prompting, agents, and harnesses.  Today, we compare practical use cases, note how AI runtimes have expanded to hours or days, and talk about costs, enterprise limits, and the human role in higher-level work. ------ 🌌 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 AI Autonomy Ladder 1:49 From Prompts to Agents 4:59 Understanding AI Loops 10:35 Why Autonomy Is Rising 15:46 Human Taste Still Matters 20:38 The Cost of Intelligence 25:25 Recursive Self-Improvement 27:32 Four Rungs Explained 29:41 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

Claude Fable 5: The Most Impressive AI Model Ever

🌌 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/ ------ Today, we discuss Anthropic’s new model release, focusing on the balance between stronger AI capabilities and tighter safety restrictions. Let's unpack some demos of visual reasoning, gaming, and enterprise use cases, along with benchmark results and limits around biology, chemistry, and cybersecurity. ------ TIMESTAMPS 0:00 Anthropic’s New Frontier 2:24 Examples 8:04 Demos 13:58 Benchmark Stats 17:33 The Mythos Model 25:37 Pricing and Compute Limits 28:57 Long-Horizon Workflows ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ 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. Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

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