This Week In AI: OpenAI asks for Bailout / $1B Google x Apple / The Rise of TPUs
This week in AI, we examine the economic implications of OpenAI CFO Sarah Fryer’s "backstop" proposal. We discuss Apple’s $1 billion AI partnership with Google, Google’s new Ironwood TPUs, and a novel AI personal device ring. We also cover Anthropic’s rise as an OpenAI competitor, Meta’s financial struggles, and Google’s plans for space using solar-powered AI data centers.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFTSubstack:https://limitlessft.substack.com/------TIMESTAMPS0:00 OpenAI's Government Backstop3:53 Government Bailouts7:31 The AI Bubble11:07 Apple and Google's AI Collaboration13:11 Google's New TPU Ironwood15:41 The Sandbar Ring18:52 Anthropic Shows Life22:27 Meta's Earnings27:25 Google Space Compute31:21 NASA On the Board------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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Analysis: What Investors Get Wrong About Apple and Google
Believe it or not, Google and Apple are undervalued. We discuss Google's aggressive AI investments and the potential to triple its market cap to $10 trillion, alongside Apple's cautious yet strategic approach leveraging local inference capabilities.We explore the historical contexts, evolving relationships, and the investment potential that could defy market expectations. Be sure to subscribe and share!------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFTSubstack:https://limitlessft.substack.com/------TIMESTAMPS0:00 Google and Apple: A Tale of Two Giants0:51 The Bull Case for Google15:45 The Disconnect with Apple24:16 Apple’s Strategic AI Partnerships27:42 Conclusion: Value Amidst Market Sentiment------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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Revealed: The True Story Why Sam Altman Was Fired from OpenAI
We finally know what Ilya Sutskever saw, and why OpenAI’s chief scientist moved to oust Sam Altman. We unpack the newly released 52-page deposition: a year of plotting with Mira Murati, the board’s shock decision, and the near-walkout of 700 employees. Then we break down Sam’s $1.4T compute spree, that fiery BG2 exchange, and the only paths that might pay for it (ads? devices? an “AI cloud”?). If you care where AGI, OpenAI’s rumored IPO, and your data are headed, hit play.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFTSubstack:https://limitlessft.substack.com/------TIMESTAMPS00:00 What Did Ilya See04:04 The Deposition08:01 Well That Was Unexpected...13:37 The Viral Clip19:13 Can $1T Actually Make Sense?24:56 The OpenAI Ad Strategy31:20 Are You Buying The IPO?------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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34:53
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This Week in AI: OpenAI Changes Everything, Neo Robot, Nvidia To $5T, Grokipedia
🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------NVIDIA's hits a historic $5 trillion all time high, and OpenAI is restructuring Artificial General Intelligence (AGI) within a decade. We explore the implications of OpenAI's transition to a public benefit corporation and its partnership with Microsoft. Also featured is the OneX Neo humanoid robot for home use, Grokipedia, an AI-driven encyclopedia by Elon Musk's Grok, and the innovative X402 web standard for microtransactions. We conclude with insights on tech stock trends and express our gratitude to listeners.------TIMESTAMPS0:00 Intro0:47 OpenAI's New Vision4:53 Microsoft's Strategic Moves8:53 Navigating AI Investments10:17 Introducing Humanoid Robotics18:13 Grokipedia Launches25:37 x40230:45 Space Data Centers37:46 Closing Thoughts------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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Revealing Elon's Tesla AI Secrets: $TSLA Is Winning AI and Automation
Tesla is one of a kind in autonomy, focusing on its benchmark autopilot and innovative neural networks that emulate human decision-making.Tesla processes vast real-world and synthetic data to enhance adaptability in driving. They discuss the upcoming AI5 chip, set to transform Tesla's computing capabilities, and speculate on the economic implications of a future with humanoid robots and autonomous vehicles. ------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 Intro0:53 Behind the Scenes of Tesla2:46 The Secrets of Neural Networks6:51 The Curse of Dimensionality7:57 Data Curation and Edge Cases13:13 World Modeling and Simulation16:15 The Future of Humanoid Robots18:04 The Financial Landscape of Tesla21:48 The AI5 Chip Revolution25:38 Closing Thoughts on Autonomy------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
Netherlands