THIS WEEK IN AI: Microsoft Build, NVIDIA at Computex, New Glenn Explosion

GPT-5.6: OpenAI's New Model Cheated and Now It's Locked Away

In this episode, we discuss OpenAI’s restricted GPT-5.6, its model tiers, and questions raised by its benchmark results and reported behavior. We also cover pricing pressure from open source AI models, limited public access to frontier systems, and broader consolidation in the AI industry. ------ 🌌 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 GPT 5.6 Banned 1:46 Three New Models 4:51 Benchmarks and Politics 6:43 Cheating on Long Tasks 8:26 Cheaper Frontier AI 11:01 Hidden Risks Revealed 12:34 Closed Access Dilemma 14:26 Government and Public Gap 19:40 Encryption All Over Again 22:04 Waiting for the Framework 23:08 AI Talent Consolidates 24:13 Frontier Moves Faster ------ 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 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: ChatGPT Built its Own Chip, Micron Soars, a24's $75m Google Deal

Today we're unpacking OpenAI’s plan to build its own custom AI chip—the Jalepeño—and what that means for its hardware strategy.  We also cover Micron’s strong earnings, its ties to Anthropic, Meta’s next model timeline, and new developments from Google, Amazon, Anthropic, and Valar Atomics. ------ 🌌 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 OpenAI’s AI Chip Move 2:46 Compute and Hardware Strategy 5:30 Micron’s Earnings Surge 11:03 Meta’s Mythos Model Delay 14:47 A24 Meets Google AI 17:51 Sam Altman Movie Standoff 19:02 Claude Tag Enters Slack 21:10 Newsletter and Sponsorship Call ------ 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

The Quantum Computing Moment: The Last Tech Frontier

Quantum computing is shaping up to be the next major technology after AI, especially in the wake of U.S. efforts to speed up development and prepare for quantum security threats. So let's walk through the basics of qubits, the impact on encryption and Bitcoin, and the main companies and applications currently shaping the field. ------ 🌌 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 Quantum’s Next Wave 3:04 How Qubits Break Encryption 6:35 Trump’s Quantum Executive Orders 9:31 Fault Tolerance Explained 12:11 IBM Enters the Race 15:47 Rigetti and D-Wave 18:33 Quantum’s AI Moment ------ 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

The Point of No Return: GLM 5.2 Approaches the Frontier

The Chinese open-weight AI model GLM 5.2 compares with leading models from OpenAI and Anthropic on coding and development tasks.  Today, we cover the shift toward cheaper AI models, the difference between open weights and closed models, and the U.S. government’s reported ban on Anthropic’s most powerful model after security testing. ------ 🌌 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 China’s Open Source Comeback 3:05 Benchmarks and Cost 8:15 Markets 10:51 A Six-Month Model Gap 13:56 The Fable 5 Ban 15:56 Public Access and Competition 19:26 Open Source vs Open Weights 21:09 Multi-Model Routing Arrives 25:41 Regulation and the Road Ahead 28:31 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

THIS WEEK IN AI: Tension at World AI Summit, Snapchat Glasses, Meta's Crisis

We discuss Snap’s new AR glasses, AI governance at the G7, and Noam Shazeer’s move from Google to OpenAI.  We also cover Anthropic’s Fable 5 being shut down, Microsoft’s use of a Chinese open-source model in Copilot, and Meta’s latest AI push. ------ 🌌 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 Ridiculous AI Glasses 7:27 AI Summit Tensions 11:46 Noam Shazir Joins OpenAI 15:48 Anthropic’s Fable Shutdown 18:52 Microsoft Embraces Open Source 24:36 Meta’s AI Reorg Crisis 29:15 China’s New Coding Model 32:06 MidJourney Enters Medicine ------ 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