Welcome to the AI Rollup, from the Limitless Podcast. David, Ejaaz, and Josh break down the week’s most important AI headlines, from OpenAI’s $3B Windsurf acquisition and Google’s full-stack AI play, to Visa and Mastercard preparing for agentic commerce. We explore the state of robotics, major interpretability challenges, and why the race to AGI may outpace our ability to understand it. Plus: AI ASMR, glow-up GPT, and why autonomous agents still kinda suck. Stay curious, this one’s stacked.------💫Subscribe and Follow Limitlesshttps://www.youtube.com/@Limitless-FT https://x.com/LimitlessFT ------BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFihttps://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle🌐SELF | PROVE YOUR SELFhttps://bankless.cc/Self🟠HEMI | BTC & ETH, ONE NETWORKhttps://bankless.cc/hemi------TIMESTAMPS & RESOURCES00:00:00 Intro To Limitless!https://x.com/LimitlessFT00:04:23 OpenAI Makes Huge Acquisitionhttps://www.outlookbusiness.com/artificial-intelligence/openai-to-acquire-ai-coding-platform-windsurf-for-3bn?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=7f1b29a5128efe71af21ff4cb81c530bdcac095ehttps://x.com/ns123abc/status/1912876350911754676https://www.testingcatalog.com/google-tests-computer-use-tools-and-cloud-run-hosting-in-ai-studio/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=bd7931dcfd449aa11b0bf7197fdfa983289758c200:08:01 Why Spend $3 Billion??00:16:09 OpenAI Memory Update Is... Interestinghttps://techcrunch.com/2025/04/18/chatgpt-will-now-use-its-memory-to-personalize-web-searches/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-launches-o3-and-o4-mini&_bhlid=d08c6dc54c407d4f53df9d11a68857dba951a21c00:23:56 OpenAI Re-Structuringhttps://www.reuters.com/business/openai-remain-under-non-profit-control-change-restructuring-plans-2025-05-05/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=c4222c046fc76f42b7f72ca72537e4e8620a2af100:37:24 Visa Credit Cards For AI Agentshttps://apnews.com/article/ai-artificial-intelligence-5dfa1da145689e7951a181e2253ab34900:43:21 The Crypto Bull Case00:45:43 The Deca Trillion Robot Opportunityhttps://x.com/adcock_brett/status/1913986971501748390?s=46https://x.com/kimmonismus/status/1919510163112779777https://developer.nvidia.com/isaac/gr00thttps://x.com/adcock_brett/status/1916523708153217525?s=46https://x.com/adcock_brett/status/1919060515998822898?s=4600:52:44 Dogs With Machine Guns00:58:11 Using AI To Do Your Job01:02:12 The Interpretability Talkhttps://www.darioamodei.com/post/the-urgency-of-interpretability01:09:18 AI Neurons?01:15:27 The Dopamine Sectionhttps://x.com/venturetwins/status/1917640408349434106https://x.com/ns123abc/status/1918703088598184321?s=46https://x.com/venturetwins/status/1919057071145672949https://x.com/aisafetymemes/status/1914003415191212112?s=46------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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1:20:55
Can PumpFun be Dethroned? ETH's Pectra Upgrade | Future of Bitcoin L2s | Jon, Bread, & Andy8052
In this episode of the Bankless Roundtable, hosts BreadGuy, John Charbonneau, and Andy8052 tackle pivotal issues in the crypto world. They explore the disconnect between institutional bullishness and community despair, with Bread highlighting the plight of altcoin holders amid Bitcoin's dominance. The conversation turns to a scandal involving a token loan, revealing manipulation that undermines trust in the industry.Later, they discuss the upcoming Ethereum Pectra upgrade, emphasizing its potential to improve functionality while cautioning about implementation challenges. The hosts also dive into the meme coin phenomenon, navigating the ethical dilemmas of this niche. As they wrap up, the team reflects on the challenges and hope within the crypto community, encouraging thoughtful engagement in this dynamic market.Jon Charbonneau: https://x.com/jon_charb Bread: https://x.com/0xBreadguy Andy8052: https://x.com/andy8052---📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium ---BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFihttps://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle🌐SELF | PROVE YOUR SELFhttps://bankless.cc/Self🟠HEMI | BTC & ETH, ONE NETWORKhttps://bankless.cc/hemi---TIMESTAMPS00:00 Intro03:40 Current Crypto Sentiment9:20 Movement Market Making Scandal26:10 Boop.Fun vs Pump.Fun1:00:15 Ethereum's Pectra Upgrade1:16:25 Bitcoin vs Ethereum1:12:45 Closing Thoughts---Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures%E2%81%A0
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1:20:39
A New Chapter for Ethereum | EFs Co-EDs Tomasz & Hsiao-Wei
Ethereum Foundation's new Co-Executive Directors, Tomasz Stanczak and Hsiao-Wei Wang, join Bankless to outline their vision for the future of Ethereum. We explore their backgrounds, the changing leadership at EF, and the roadmap ahead—from accelerating L1 scaling and improving UX to making Ethereum more dynamic and product-focused. This episode offers a rare behind-the-scenes look at how Ethereum plans to stay resilient, decentralized, and mission-aligned in a fast-changing world.
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🌐SELF | PROVE YOUR SELF
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TIMESTAMPS
0:00 Intro
8:19 Career Journey
16:22 What Value Are They Providing
23:39 Continuing the Ethereum Legacy
31:11 Ethereum Foundation: Strengths, Gaps & Calls for Leadership
43:41 The Pectra Disaster
1:00:51 Scaling and Improving the Layer 2
1:06:55 The Concept of "Product Centric Ethereum"
1:11:49 Metrics, Accountability & Operational Leadership at Ethereum
1:14:41 What the Ethereum Foundation Isn't Responsible For
1:18:35 Clearing Up EF Misconceptions
1:26:25 Inside Ethereum’s Upgrade Cycle
1:31:17 Closing and Disclosure
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RESOURCES
Hsiao-Wei Wang
https://x.com/hwwonx
Tomasz K. Stańczak
https://x.com/tkstanczak
Ethereum Foundation
https://ethereum.foundation/
------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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1:17:37
ROLLUP: ETH's Big Pivot | Tariff Recession? | Bitcoin's Political Win | Worldcoin US Launch!
This week, Ryan and David dive into crypto’s dramatic new re-prioritization (pivot?) as Ethereum is shifting rapidly, prioritizing Layer 1 scaling in a move that has sparked intense community debate. Meanwhile, macro turmoil hits crypto with a looming tariff-driven recession and signs of American capital flight shaking global markets. Bitcoin tightens its grip on Washington, cementing itself as digital gold in the eyes of the Trump administration, and Worldcoin launches a U.S. rollout amid rising fears of an AI-driven dystopia. Plus, Sui surges on wild Pokémon rumors, Ripple’s bold move to buy Circle gets rejected, and Monero rockets after a massive Bitcoin hack. Is crypto entering a new golden age, or are these the early tremors of deeper uncertainty? Find out on this week's must-watch Weekly Rollup.
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TIMESTAMPS & RESOURCES
0:00 Intro
1:58 Markets
3:06 Movers of the Week
https://www.bankless.com/read/whats-next-for-sui-in-2025
https://x.com/davewardonline/status/1877073873499197832?
https://x.com/SuiNetwork/status/1914689214803009837
https://blog.sui.io/canary-capital-sui-etf/
5:11 Macro
https://x.com/RyanSAdams/status/1917575854961439151
https://www.apolloacademy.com/wp-content/uploads/2025/04/042625-ConsumerandFirms_v2.pdf
https://x.com/watcherguru/status/1917601209906520370
Meme: https://x.com/alifarhat79/status/1917585508818980906
https://x.com/RaoulGMI/status/1912554771644325905/photo/1
19:18 Ethereum Pivot? Or Reprioritization?
https://x.com/ethereumfndn/status/1916883771280040264
https://x.com/VitalikButerin/status/1917541325072916590
https://x.com/ethereumfndn/status/1916883782025482729
https://x.com/dankrad/status/1917678690852311333
https://x.com/RyanSAdams/status/1917689036744835390
https://x.com/TrustlessState/status/1917564803909918856
https://x.com/hasufl/status/1917880676000411796
https://x.com/0xoxus/status/1917824751151600084
28:05 Base and Scroll Reach Stage 1 Decentralization Milestone
https://l2beat.com/scaling/summary
https://x.com/jessepollak/status/1917253415966798164
29:33 Worldcoins “At Last” Event in San Francisco
https://www.ft.com/content/0c5c2b8d-b185-40b6-9221-b80ee130b92e?utm_source=chatgpt.com
https://x.com/TheStalwart/status/1916277891299475462
38:45 Bitcoin Space Race
https://x.com/BitcoinMagazine/status/1917271814356754459
https://bitcoinmagazine.com/politics/u-s-secretary-of-commerce-howard-lutnick-has-a-bitcoin-vision-for-america
42:20 What’s going on in Movement labs?!
https://www.coindesk.com/tech/2025/04/30/inside-movement-s-token-dump-scandal-secret-contracts-shadow-advisors-and-hidden-middlemen
https://x.com/hasufl/status/1917572935339888776
44:02 Monero likely pumped 50% due to suspected $330M Bitcoin theft
https://x.com/zachxbt/status/1916756932763046273
45:51 Tether Now Holds 7.7 Tons of Gold to Back XAUT
https://thedefiant.io/news/markets/tether-now-owns-7-7-tons-of-gold-to-back-its-xaut-token
47:09 US bank regulators pull back guardrails on bank crypto activities
https://x.com/federalreserve/status/1915519104435224895
https://x.com/asvanevik/status/1915581219133415597
48:15 Senate Moves to Ban Congressional Stock Trading—Again
https://x.com/HarrisonKrank/status/1916921283658252621
51:18 US DOJ seeks 20-year prison sentence for Alex Mashinsky
https://x.com/cointelegraph/status/1917166974091534743
53:13 Circle rejected ripple takeover bid of $4-5B
https://x.com/matthew_sigel/status/1917647009994993944
56:29 Closing & Disclaimers
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Not financial or tax advice. See our investment disclosures here:
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1:02:55
AI ROLLUP: The AI Experiment That's Been Secretly Manipulating You
This week on the AI Rollup, David, Ejaaz and Josh ride OpenAI’s latest roller-coaster. The release of o3 is making waves for its native multi-modality while 4o gets a “genius-but-sycophantic” update and a rumored social network is in the works. They unpack the Reddit mind-hack experiment, an open-sourced natural-language coding agent, a 40-point jump in AI IQ, and more before asking: is it ethically okay for AI to cheat?
David: https://x.com/TrustlessState
Ejaaz: https://x.com/cryptopunk7213
Josh: https://x.com/Josh_Kale
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🌐SELF | PROVE YOUR SELF
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🟠HEMI | BTC & ETH, ONE NETWORK
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TIMESTAMPS & RESOURCES
00:00:00 Start
00:02:50 OpenAI's New Frontier Model
https://openai.com/index/introducing-o3-and-o4-mini/
https://x.com/rowancheung/status/1912561386208825751
https://x.com/AISafetyMemes/status/1912875957897003354
https://x.com/sama/status/1912558495997784441
https://x.com/TransluceAI/status/1912552046269771985
00:10:07 Is There A Scaling Wall?
00:17:13 The New AI Gold Rush
00:19:21 AI Caught Lying
https://x.com/IterIntellectus/status/1916463746454528071
https://x.com/deedydas/status/1916611855067594943
00:31:55 Open AI's Next Big Product
https://x.com/kyliebytes/status/1912171286039793932
https://x.com/cryptopunk7213/status/1914493366886174722
https://x.com/rowancheung/status/1917473779069968505?s=46
00:43:19 Optimizing For Addiction
00:50:28 Secret Reddit Agents
https://x.com/reddit_lies/status/1916916134630117814?s=46
00:58:55 Mega Viral AI Generated Video
https://x.com/falchook/status/1914419758520525194
01:01:29 GeoGuesser
https://x.com/arithmoquine/status/1912671688874926575?s=46
01:04:13 Is It Ethical For AI To Cheat?
https://x.com/im_roy_lee/status/1914061483149001132?s=46
01:17:00 Decentralized AI Training
https://x.com/primeintellect/status/1912266266137764307?s=46
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Not financial or tax advice. See our investment disclosures here:
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Österreich