Exploring the frontiers of Technology and AI
182 episodes transcribedA Meta AI account-recovery exploit let attackers trigger password reset links for Instagram and Facebook accounts through social engineering....
SpaceX, OpenAI, and Anthropic have all filed for their upcoming IPOs. This speaks pretty heavily to the scale of projectedAI capital spending...
We discuss Dell’s incredibly impressive price action rally, after its focus on AI infrastructure, and NVIDIA’s latest hardware announcements....
We need to discuss Meta’s new subscription plans for Instagram, Facebook, WhatsApp, and AI. Then we'll compare them with offerings from Googl...
In this episode, we discuss Gavin Baker’s view that AI is a super cycle, with the biggest opportunities in infrastructure, chips, memory, and...
In this episode, we discuss the Enhanced Games in Las Vegas, where athletes were allowed to use performance-enhancing drugs under medical sup...
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...
🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.s...
Leopold Aschenbrenner is back with his latest 13F filing and his sharp shift from bullish to bearish on major AI and semiconductor names like...
This week, we saw Google’s new AI-focused laptop, Gemini’s growing role across Google services, and Google’s reported work with SpaceX on spa...
There has been a surge in memory stocks and memory ETFs, with AI inference demand reshaping the market and perhaps reshaping the entire memor...
Cerebras is an AI chip company set for a groundbreaking IPO, and its revolutionary chip that could accelerate the development of AGI from 15...
There's now a surprising alliance between SpaceX and Anthropic, as they team up to challenge OpenAI after Musk’s unexpected pivot from critic...
Today, we're analyzing the soaring performance of semiconductor stocks fueled by the AI boom, spotlighting gains from SanDisk and Micron. Wit...
OpenAI's phone, led by iPhone architect Jony Ive, is set to launch in 2027-2028. With a goal of shipping 40 to 50 million units, we explore t...
Let's examine the fierce competition between AI coding tools Anthropic's Claude and OpenAI's Codex. As Codex emerges with robust updates, we...
We tackle the strong earnings reports from Google, Amazon, Meta, and Microsoft, propelled by AI and cloud growth. Google sees a 94% earnings...
The courtroom showdown between Elon Musk and Sam Altman over OpenAI has begun, with stakes hitting $850 billion and potential damages of $134...
The fallout from Meta's $2 billion acquisition of AI startup Manus, haz beencomplicated by the founders' detention in China and a government...
This 20-min convo with the General Partner of USVC explains how you can invest in Anthropic, OpenAI, and other private deals.Until now, it's...
