Limitless Podcast

CES 2026 is here, NVIDIA's Alpamayo AI taking centerstage with its autonomous driving and its potential to challenge Tesla. We discuss NVIDIA’s unfathomable Rubin chip, OpenAI's ChatGPT Health, and Anthropic's astronomic valuation with it's recent raise.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 CES 20266:17 Nvidia FSD9:13 Rubin GPU17:08 CES Inventions21:53 ChatGPT Health30:19 Anthropic Raise34:05 Closing------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------OpenAI's new potential pen-shaped device may be designed for ambient computing and moving beyond smart glasses. We analyze the impacts of over $10 billion in failed AI hardware investments and OpenAI's strategic focus on voice technologies. Exploring the convergence of multimodal AI and societal screen fatigue, we consider how this device could reshape our tech interactions.------TIMESTAMPS0:00 AI's New Hardware Revolution4:08 Speculating the Device's Design8:25 Ambient Computing's Promise12:11 The Cost of Innovation14:52 The Flaws of Smart Glasses17:49 Pickle's Unlikely Reality19:26 OpenAI's Unique Approach23:51 The Future of Device Integration26:25 Looking Ahead to the Future------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

There is an urgent memory crisis in the AI industry as 2026 begins, highlighted by graphics card prices skyrocketing from $500 to $4,000. We reveal the $100 billion memory supply gap and its critical implications for AI performance and consumer electronics. Key players like NVIDIA, Google, and major memory manufacturers struggle to meet demand, while Apple’s upcoming A20 chip raises questions about pricing strategies. Join us for insights on how consolidation among DRAM suppliers and fierce competition shape the tech landscape, and the potential effects on consumers moving forward!------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 The AI Memory Crisis3:12 The Rise of Memory Prices6:21 Apple vs. NVIDIA: The Memory Battle9:17 The Memory Manufacturing Giants13:22 The Shift in Market Dynamics14:37 The Future of Memory in 202618:05 The New Gold Rush for AI18:59 Your Stories: Impact of Rising Costs------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------In this episode, we predict the future of AI by 2026, debating AGI breakthroughs and the role of GPU clusters in space.Get involved. What do you think about the future of AI?------TIMESTAMPS0:00 Predictions for 20262:27 GPUs in Space4:22 Biggest IPO of 20265:34 Long and Short Trades7:36 Industry Predictions8:42 The Layoff Lotto10:29 China's Open Source Dominance14:19 The AI Crash Out15:37 AI Bubble Implosions17:11 Breakout Hardware Devices18:50 Comeback Player of the Year20:45 Most Valuable Robot21:53 AI Entertainment Apps23:36 The Largest Model25:24 Context Window Records27:32 Winner Takes Most29:08 The Biggest Loser30:44 AI Blue Chip of 202631:57 Best Model by Intelligence34:08 The Hottest Trend for 202637:27 Predictions Wrap-Up------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Nvidia's $20 billion deal with Groq could totally change AI infrastructure. Meanwhile, Meta's purchase of Manus AI might not be so bullish. We celebrate Google’s Gemini app dethroning ChatGPT and discuss Alphabet's acquisition of Intersect for better energy control. Plus, insights from Andre highlight the future of generative AI in shaping user experiences.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 Nvidia's $20 Billion Acquisition0:49 Understanding Grok's Inference Technology10:11 Meta's Latest Acquisition12:10 The Rise of Manus AI15:53 Google Takes the Lead with Gemini21:46 Google's Strategic Energy Acquisition22:05 Andre Carpathy's LLM Year in Review23:57 Wrapping Up the Year------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠