Limitless: An AI Podcast

We're discussing new AI model releases from xAI, Meta, OpenAI, and Anthropic, and the shift toward cheaper, more efficient models.Focusing on Grok 4.5 and Meta’s MuseSpark 1.1, there's also a broader move toward model routing and enterprise use.
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🌌 LIMITLESS HQ ⬇️
EMAIL US:           info@limitless.fm
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 AI Price Competition
2:48 Grok 4.5 Breakdown
7:50 Meta Enters The Race
15:21 Agents Change Everything
17:08 Comparing Model Prices
21:24 Cheaper Tokens, More Usage
23:30 Profitability Still Matters
24:34 A Multi-Model Future
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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
Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

🌌 LIMITLESS HQ ⬇️
EMAIL US:           info@limitless.fm
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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OpenAI has released GPT-5.6 with the new Sol, Terra, and Luna model tiers and an updated app experience. 
We also cover live demos, image generation and editing use cases, and concerns about autonomous access after reports of file deletion and database issues.
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TIMESTAMPS
0:00 GPT 5.6 Released to Everyone
0:24 Safer Than It Looks?
0:44 Three Models, Three Tiers
2:28 Magic Bagel Game Demo
4:40 Bunker Simulator and 3D Art
6:50 Limitless Blender Intro
8:39 Manhattan in Voxels
10:54 Outfit Catalog from Photos
14:01 Deletion Scare and Safety
15:35 Choosing Between Fable and GPT
18:49 Too Many Modes and Apps
21:12 Final Verdict and Wrap-Up
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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
Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

Apple has filed a lawsuit against OpenAI over alleged trade secret theft related to future hardware plans and employee recruiting. 
With OpenAI’s reported device ambitions and Apple’s leak-detection practices, the broader competition for talent and proprietary information in AI has reached a boiling point.
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🌌 LIMITLESS HQ ⬇️
EMAIL US:           info@limitless.fm
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 OpenAI’s Secret Apple Grab
4:16 Poaching Engineers and Secrets
6:35 The Alleged Interview Scheme
9:06 Why Apple Fought Back
11:40 OpenAI Versus Apple Strategy
13:49 Apple’s Leak-Tracking Tactics
15:33 AI Hardware Meets Personal Data
17:34 Apple’s Own Security Problem
19:59 Why IP Is the New Gold
22:26 California’s Non-Compete Advantage
23:08 Is Apple Truly Worried?
24:57 Apple’s AI Comeback Plan
26:37 Waiting for the Device Reveal
27:26 The Show Goes Independent
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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
Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

🌌 LIMITLESS HQ ⬇️
EMAIL US:           info@limitless.fm
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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So many new AI releases this week! Including xAI’s Grok 4.5 and OpenAI’s GPT 5.6, we discuss their coding, reasoning, and benchmark performance. OpenAI also introduced a new full-duplex voice mode, which lets users speak and listen at the same time, and may preview future AI interfaces.
We also discuss Chinese AI labs building their own chips to reduce reliance on NVIDIA and imported hardware. And finally, a few updates on Meta’s new image and video models, ByteDance’s SeeDream image model, and Cloudflare’s payments API for micropayments and AI agent access.sis)
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TIMESTAMPS
0:00 Grok Is Back
2:03 Cheap Intelligence Wins
3:51 Cursor Deal Pays Off
6:21 GPT 5.6 Arrives
10:05 Voice Mode Breakthrough
15:17 China’s Chip Push
20:32 Meta’s New Visuals
25:06 ByteDance Joins Image Gen
26:36 Cloudflare Opens Payments
28:21 Wrap-Up And Farewell
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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
Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.

Samsung’s brain-melting profits are clear evidence of the growing role of memory chips in the AI supply chain, with a focus on DRAM, NAND, and high bandwidth memory. 
Today we explore how Samsung and SK Hynix have gained pricing power as HBM demand strains factory capacity and pushes up costs for consumer devices.
We also cover the market reaction to recent earnings, including share declines even after Samsung reported record profits and beat estimates. We look ahead to the limited number of memory suppliers, slow capacity expansion, and the upcoming U.S. listing of SK Hynix.
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🌌 LIMITLESS HQ ⬇️
EMAIL US:           info@limitless.fm
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 Samsung’s Memory Windfall
1:32 AI Memory Power Shift
3:42 DRAM, NAND, and HBM
5:13 The Black Hole for Memory
6:40 Bubble or Supercycle?
7:38 Consumer Costs Surge
10:19 Prices Keep Climbing
11:43 Why Supply Can’t Catch Up
13:04 Memory Hits Consumers
14:14 How Long Can It Last?
15:09 Supply Still Tightly Constrained
16:25 Cheaper Memory, More AI
17:10 Stocks Hit a Bear Market
18:44 Sell-The-News Shock
19:56 Lessons from Past Cycles
21:16 SK Hynix Goes Onshore
23:13 IPO Demand Explodes
24:29 Long-Term Outlook Holds
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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
Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.