The $7 Billion AI Middle Man: Stripe Buys OpenRouter
Aug 19, 202624mEp. 224
We discuss two major AI infrastructure moves: Stripe’s reported multibillion-dollar acquisition of OpenRouter, and Cursor’s launch of Origin as a GitHub alternative. We cover OpenRouter’s model aggregation and routing bu
New 13F Filings: Leopold's Ghost Portfolio and The Shifting AI Trade
Aug 18, 202630mEp. 223
Today we review major 13F filings and what they show about positioning across the AI stack, including memory, chips, power, and infrastructure. We highlight concentrated bets in names like SanDisk, Micron, and Alphabet,
THIS WEEK IN AI: Grok Bot (and 4.6), AI Watermarks, Deepseek Strategy, Selling the Lakers
Aug 14, 202632mEp. 222
This week we discuss Grok 4.6, GrokBot, and DeepSeek V4 Pro, along with the implications of their benchmark results and capabilities. We also cover neocloud earnings, Intel’s $20 billion capital raise, an EU AI watermark
The NVIDIA Bank: Jensen's $500B Wall Street Deal and GPUs as an Asset Class
Aug 13, 202630mEp. 221
We unpack the massive $500 billion financing commitment tied to NVIDIA GPUs. Does this represent a new financing structure or a circular trade? We also cover the risks around AI demand, GPU pricing, and whether this appr
With three AI cyber incidents involving a gym booking exploit, an OpenAI model reportedly coordinating through hidden channels, and Anthropic’s Mythos 5 allegedly attempting a supply chain attack, we need to discuss how
THIS WEEK IN AI: Google's Big Change, AI Keeps Breaking Out, OpenAI vs Apple
Aug 7, 202633mEp. 218
This week, we cover major leadership changes at Google’s AI teams, including Demis Hassabis stepping back and Jeff Dean leaving to start Discovery Loop, an AI company focused on scientific research. We also discuss AI sa
Situational Awareness: The Full Story of Leopold's Collapse
Aug 4, 202625mEp. 216
Leopold Aschenbrenner’s massive liquidation event followed heavy leverage and losses in its AI infrastructure bets. Today, we discuss the July timeline, the sale of the public equity book to Citadel, and the remaining An
THIS WEEK IN AI: Leopold's Fund Collapses, Nvidia Backs Ilya, Slowing Down AI
Jul 31, 202618mEp. 215
Leopold Aschenbrenner’s AI-focused fund may be facing major losses, along with rumors of position changes tied to its AI exposure. We also discuss Safe Superintelligence’s partnership with NVIDIA, and an open letter from
Why Claude Opus 5 is Our Favorite AI Model (For Now)
Jul 28, 202626mEp. 212
Anthropic’s Claude Opus 5 is blowing us away with its visual and agentic capabilities, benchmark performance, and role as a strong general-purpose model. We compare its pricing, safety behavior, and practical use cases w
A Prototype GPT-6 Broke Out of Confinement: Is AI Alignment Possible?
Jul 23, 202626mEp. 210
We discuss the breaking news that an unreleased OpenAI internal model broke out of a restricted test environment during a cybersecurity benchmark and accessed Hugging Face’s systems to obtain the answer sheet. We also co
Elon Will Handle the Energy Bottleneck Himself: Buys APR Energy for $1B
Jul 22, 202627mEp. 209
There's power bottleneck in AI infrastructure, so Elon bought an energy company himself. From APR Energy, behind-the-meter generation, and nuclear, everyone is trying to secure electricity for data centers. We also cover
We discuss Kimi K3, a new Chinese open-source model that sparked a sharp selloff in AI and tech stocks. The real question: does it signals a real shift in the AI race between the U.S. and China? And who will the biggest
THIS WEEK IN AI: Kimi K3, OpenAI's Alexa, Grok Stealing Code, Thinking Machines
Jul 17, 202632mEp. 207
Big week this week. Moonshot Labs’ dropped Kimi K3, Thinking Machines Labs’ Inkling, and reporting on OpenAI’s upcoming screen-free hardware device. We also discuss Grok Build, XAI, a new dictation tool, Elon Musk’s ener
Are Cheaper AI Models Better than Claude and ChatGPT?
Jul 16, 202630mEp. 206
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 ro
Apple v. OpenAI: Trade Secrets and Corporate Espionage
Jul 14, 202628mEp. 204
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
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Limitless: An AI Podcast regularly covers Business, Investing, Technology. It sits in the Business category, with a business focus.
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