Limitless
@LimitlessFT • 16,355 subscribers
Exploring the Frontiers of AI and Technolgy. Hosted by @JoshKale and @cryptopunk7213 . New shows four times a week on YouTube, Apple, and Spotify
Videos
Leopold Aschenbrenner’s #1 holding is an $876 million position in a fuel cell company. Not Nvidia. Not Microsoft. Not any AI lab. Bloom Energy. A company that generates electricity on-site from natural gas. When we covered Leopold’s portfolio last year, it was worth ~$1 billion. Today? $5.52 billion. 29 positions. A completely different portfolio. He’s now betting that the biggest constraint on artificial intelligence isn’t compute. It’s watts. His latest 13F just dropped. We broke down every position cc Josh Kale Ejaaz 👇
Limitless881,228 Aufrufe • vor 3 Monaten
Everyone's thinks Leopold's latest 13F is bearish AI. But they're wrong. he just told us where the next major AI bottleneck is: Power and memory infrastructure... and he's placing a massive $3.5B bet on it. The thesis is simple, but the trade is less obvious: -> The AI semiconductor trade is too crowded. Nvidia, AMD and Intel are up 200%+ over the last year. -> The next unlock? Powering the GPUs... his massive bloom energy and corweave prove it But there's also a genius move he's executing with corweave and bitcoin mining... We covered it all on todays episode 👇
Limitless53,860 Aufrufe • vor 1 Monat
This 20-min convo with the General Partner of USVC explains how you can invest in Anthropic, OpenAI, and other private deals. Until now, it's been extremely difficult to invest in SpaceX if you're not an accredited investor. USVC is trying to change that. $500 minimum. No accreditation. A real fund holding: > SpaceX (20% via xAI) > Anthropic > OpenAI > Crusoe, Vercel, Sierra, Legora We unpacked: > the backlash > how the fee structure actually works > why NAV matters (a lot) Ankur Nagpal knows what he's talking about. 0:00 Intro 0:47 The Purpose of USVC 3:02 NAV and Pricing 8:20 OpenAI Case Study 10:02 AngelList 12:07 Fee Structure Explained 14:03 Portfolio Overview 17:57 Roadmap
Limitless25,002 Aufrufe • vor 1 Monat
There are $2+ trillion worth of private AI companies that retail investors can't buy. One stock named VCX just gave them the door and went from $31 to $575 in five days... The craziest part? The assets inside it are only worth $19 per share. People are paying 30x the actual value just to own a piece of Anthropic, OpenAI, and SpaceX before they IPO. This is the most important story in markets right now. New episode breaking it all down: Josh Kale Ejaaz
Limitless17,880 Aufrufe • vor 2 Monaten
"A 50,000x drop in cost is coming. Whenever that happens, entire civilizations flip.” - Shaun Maguire Shaun gives us a taste of the future. Listen to see: • How SpaceX is building 'Railroads to Space' • How colonizing Mars will revitalize food on Earth • How Robots will restore American manufacturing Join David Hoffman and josh.eth in our debut Limitless episode, now live 🎧👇 00:00:00 Intro 00:03:42 Who’s Shaun Maguire? 00:06:31 Investing in the AI Age 00:10:12 Hardware Manufacturing 00:19:05 Hardware Precedes Software Revolutions 00:37:30 Energy 00:45:02 Space Solar Reflectors 00:50:55 Space Economy 00:59:25 Elon Musk 01:09:34 Robotics 01:12:49 Neuralink 01:20:32 Doom Scenarios 01:27:11 Closing Thoughts
Limitless46,360 Aufrufe • vor 1 Jahr
Anthropic built the most powerful AI model in history and told the world they're not releasing it. In testing, Mythos escaped its sandbox and posted the exploit online. Nobody asked it to do that. It edited files it shouldn't have accessed and cleaned up the git history so nobody would notice. They called Apple, Google, Microsoft, Amazon, and NVIDIA into a room and formed a coalition meant to protect our underlying infrastructure. We broke down everything. The 244-page system card, the exploits it carried out, and the story about Blackwell chips that blew our mind 👇 cc Josh Kale Ejaaz
Limitless11,694 Aufrufe • vor 2 Monaten
“If AI is technologically possible, it is inevitable.” - Dwarkesh Patel We’re mid-Cambrian Explosion: • 4× annual jump in frontier-model spend • Energy demand will hit nation-state scale by 2028 • Chips & compute racing toward $ 1Tn+ industries This is the Scaling Era—a new normal written in real time. How far can we push the curve? Where does physics draw the line? And how long until AGI walks through the door? Dwarkesh helps us wrap our heads around the biggest open questions. Full episode 👇
Limitless18,823 Aufrufe • vor 11 Monaten
Is AI Runaway Superintelligence or Just Another Tool? Daniel Kokotajlo, author of AI 2027 and former OpenAI researcher, argues for a fast-approaching intelligence explosion Arvind Narayanan, a Princeton professor and co-author of AI Snake Oil, says that AI is powerful but ultimately controllable and slow to reshape society Two blueprints for the highest stakes race of our time. Which one is more probable? ------------- Chapters 0:00 Intro 1:38 Is AI Normal Tech? 27:13 Capability & Power 39:48 Manageable or Existential? 47:32 AGI Milestone 55:28 AI by 2030 1:07:03 Making Sense 1:11:05 Closing & Disclaimers
Limitless19,450 Aufrufe • vor 1 Jahr
For decades, the internet has been driven by search. But with AI, it's time for search to evolve. Google is pioneering these changes, led by Robby Stein. We've moved from 10 blue links to a complex multimodal system that expands search, rather than replaces it. Really cool episode.
Limitless11,374 Aufrufe • vor 6 Monaten
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