THIS WEEK IN AI: Google's AI Laptop, Everyone Goes to China, Thinking Machines

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

In this episode, we discuss Gavin Baker’s view that AI is a super cycle, with the biggest opportunities in infrastructure, chips, memory, and power rather than software.  It's interesting to pit him against Leopold Aschenbrenner, who has taken a higher octane approach to similar overarching theses.  Gavin's portfolio includes Astera Labs, Cerebras, NVIDIA, Micron, and Unity Software. DYOR! ------ 🌌 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 Infrastructure Thesis 1:47 Gavin’s Track Record 2:57 Bottlenecks in Chips 5:26 Unity and World Models 7:40 Inference 11:20 Four AI Constraints 17:35 Energy and Space Compute 19:08 This Isn’t Dot-Com 24:10 Supply Constraints 26:06 Conclusion ------ 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

Encouraging Athletes to Take Steroids: Bryan Johnson's Enhanced Games

In this episode, we discuss the Enhanced Games in Las Vegas, where athletes were allowed to use performance-enhancing drugs under medical supervision, including the event format, prizes, and rules.  We also highlight a new world record swim in the men’s 50-meter freestyle, other event winners, and the mixed results for enhanced versus natural athletes. Finally, we look at the event’s business side and its connection to biotech, AI, and future enhancement and medicine. ------ 🌌 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 Enhanced Games Unveiled 2:58 Can Drugs Break Records? 5:34 Rules, Stacks, Side Effects 7:59 Ethics Of Enhancement 9:47 Natural Winners 14:12 The Business 17:35 Biotech Acceleration 21:31 What It Means For Sports ------ 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 Story of Cursor: The Fastest AI Company and Massive Comeback

Things people aren't talking about enough: Cursor’s rapid growth, its role as an AI coding harness, and the data and training advantages that may support its moat.  With the reported SpaceX and xAI deal, there's a real possibility of combining Cursor with Grok and large-scale compute. ------ TIMESTAMPS 0:00 The Cursor Story 1:54 The Harness Moat 4:51 Budgets and Data 8:59 The Deals 12:31 The Vision 14:58 Concerns 17:23 Final Takes ------ 🌌 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/ ------ 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

ROUNDUP: Anthropic Pays Elon $45B, SpaceX Files $1.75T IPO, Claude Mythos Hacks Apple

Three of the biggest deals in AI history all hit in the last 48 hours. SpaceX filed for a $1.75 trillion IPO, the biggest ever. Anthropic signed a deal to pay Elon $1.25 billion a month to train Claude on his GPUs, $45 billion total through 2029. And Anthropic is now projected to be profitable by next month, beating OpenAI to it. We break down the S1 filing, the 30% retail float, the insider unlock structure, and why Antonio Gracias is about to become absurdly wealthy. Then we get into Cursor's $60 billion acquisition by SpaceX, why Michael Truell is about to be the youngest billionaire alive, and how Composer 2.5 (built on an open-source Kimi base) is beating Opus 4.7 and GPT 5.5 at a fraction of the cost. Plus: Claude Mythos cracking Apple's M5 chip in five days for $35,000, China's GPU race, OpenAI's rumored IPO filing, and Karpathy joining Anthropic. ------ 🌌 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 00:00 SpaceX Partners With Anthropic 06:43 Anthropic's Shocking News 08:55 SpaceX IPO Filing Here! 14:12 The New Youngest Billionaire 17:48 Claude Mythos Hacked Apple 21:30 China Summit Failure? 24:34 OpenAI IPO FIling This Week?? 25:25 Andrej Joins Anthropic ------ 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

Google I/O 2026: Their Next Big Thing Is Finally Here

🌌 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/ ------ Google I/O 2026 was packed full of announcements, but we need to determine whether the company is keeping pace with OpenAI and Anthropic.  We cover Gemini Omni, Gemini 3.5 Flash, and Gemini Spark, along with Google’s updates to Search, YouTube Search, and its new AI glasses. Let's  examine Google’s broader product strategy and see if it merits its spot as one of the largest companies in the world. ------ TIMESTAMPS 0:00 Google i/o 1:00 Omni’s World Model 3:24 Gemini Flash 13:48 Gemini Spark 17:12 AI Search 19:49 Google AI Pro 21:24 AI Strategy Dilemma 23:58 Glasses and Hardware 26:37 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