The Age of Inference: Etched Startup Proves the Next AI Hotspot
Episode Date: July 7, 2026Inference is becoming more important than pre-training in AI chips, including how pre-fill and decode work and why more compute is shifting t...
Exploring the frontiers of Technology and AI
198 episodes transcribedInference is becoming more important than pre-training in AI chips, including how pre-fill and decode work and why more compute is shifting t...
We are so back. Anthropic announced the return of Fable 5, its safety updates, and related releases like Sonnet 5 and Claude Science. In othe...
This is the long-awaited Energy Stack episode. The AI trade is shifting from GPUs to the power, wiring, and data center infrastructure needed...
In this episode, we discuss OpenAI’s restricted GPT-5.6, its model tiers, and questions raised by its benchmark results and reported behavior...
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...
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...
The Chinese open-weight AI model GLM 5.2 compares with leading models from OpenAI and Anthropic on coding and development tasks. Today, we co...
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 b...
Today we're following up on SpaceX’s public debut, its sharp rise in valuation, and whether the move signals a major opportunity or an AI bub...
We discuss Leopold Aschenbrenner’s AI-focused portfolio, including his reported short on NVIDIA and large private investment in Anthropic.We...
This is a turning point for AI. Today, we discuss Anthropic’s release and quick withdrawal of its Fable 5 and Mythos 5 AI models after a U.S....
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 plan...
AI Loops have taken over our timeline as a more autonomous way of using AI models, alongside prompting, agents, and harnesses. Today, we comp...
🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.s...
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 priv...
Today, we're covering Microsoft Build, including its new AI models and concept hardware, as well as NVIDIA’s latest announcements at Computex...
A 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...