Limitless Podcast

It's been a very tumultuous week in the markets with a $2 trillion drop in the S&P 500, set against surprisingly optimistic earnings from tech giants like Microsoft and NVIDIA. 
We explain why CapEx concerns are the likely culprit for the downturn, and the downstream effects on the health of the AI bubble.
Plus, a whole bunch of news with Anthropic, OpenAI, SpaceX, and how an AI agent might try to rent YOU out.
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🌌 LIMITLESS HQ ⬇️
NEWSLETTER:    https://limitlessft.substack.com/
FOLLOW ON X:   https://x.com/LimitlessFT
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APPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890
RSS FEED:           https://limitlessft.substack.com/
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TIMESTAMPS
0:05 One of Those Weeks
2:40 CapEx Concerns
5:43 Market Reactions to AI
9:51 Anthropic vs. OpenAI
13:34 OpenAI's Competitive Edge
16:45 SpaceX Update
18:52 Dystopia
23:59 Sci-Fi Innovations
27:19 AI in the Real World
31:22 Coming Soon
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Musk Industries has done it again. This time, a monumental merger of SpaceX and XAI , threatening a valuation of $1.5 trillion. 
We discuss Elon Musk's vision for space as an AI development hub, the cost-saving innovations from the Starship program, and potential impacts for Tesla shareholders. Plus, we explore the competitive landscape and what this merger means for the future of technology and investment.
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🌌 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/
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TIMESTAMPS
0:00 SpaceX and xAI Merger
2:02 Elon's Vision for AI in Space
6:18 Synergies Between SpaceX and XAI
9:39 XAI's Financial Challenges
12:15 Understanding the Kardashev Scale
14:16 Steps to Harness Energy in Space
22:51 Potential Tesla Merger
24:11 How to Participate in the Upside
25:57 Competing with XAI and SpaceX
28:48 Advantages of Space-Based AI
32:42 The Future of Musk Industries
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Happy/scary Moltbook season. This AI-driven social network with over 770,000 digital entities are creating their own cultures and religions, raising questions of AI autonomy throughout strange interactions, social engineering issues, and the potential for independent economies. 
Featuring insights from experts like Andrej Karpathy, we confront the blurred lines between human creativity and AI mimicry.
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🌌 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/
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TIMESTAMPS

0:00 Moltbook
1:48 AI Agent Economies
7:42 Human Interaction
10:13 Reverse CAPTCHA
18:09 Security Concerns
20:27 The Future of AI
23:04 The Moltbook Experience
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Capitalism may be heading toward an “event horizon,” where a handful of firms become so entrenched they’re effectively the last companies standing. 
We break down the four “Infinity Gauntlet” pillars: intelligence, energy, capital, and labor. And why collapsing costs in AI and robotics could make abundance, and monopolies, the default outcome. 
From Google’s data + compute flywheel to the Tesla/SpaceX/xAI convergence and even space-based energy/data centers, we map the new battlefield and what it means for building a future-proof portfolio (not investment advice).
Josh Kale
https://x.com/JoshKale 
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TIMESTAMPS
0:00 The Infinity Gauntlet of Capitalism
5:02 Intelligence
16:27 Capital
23:16 Energy
28:17 Labor
39:23 Google
43:58 Nvidia
45:54 Tesla
53:33 SpaceX
1:10:32 Amazon
1:11:50 Microsoft
1:13:13 Meta
1:16:12 Apple
1:19:00 Who Wins?
1:22:23 Elon Musk
1:23:24 Endgame Portfolio
1:25:55 Closing & Disclaimers
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Tesla's shift from the Model S and Model X to focus on the Optimus Gen 3 humanoid robot is definitely surprising... if you haven't been paying attention.
In other news, Figure’s revolutionary robot can autonomously unload a dishwasher, and Google’s integrated Gemini into Chrome for enhanced productivity. 
We also touch on Tesla's capital expenditures and OpenAI’s $100 billion funding round.
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🌌 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/
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TIMESTAMPS
0:00 Intro
0:46 Tesla Earnings Report Highlights
8:20 Robotaxi Updates
9:09 SpaceX IPO Announcement
13:31 Figure's Humanoid Robot Breakthrough
16:37 Google's AI Browser Innovations
21:47 Alpha Genome
27:30 Claude's Interactive Tools
32:39 AI Operating Systems
41:38 OpenAI's Big Raise
45:27 Closing
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠