Limitless: An AI Podcast

This week in AI, we discuss OpenAI’s pause on reinforcement learning training amid safety concerns, including a model reportedly showing misalignment and possible concealment of its internal thoughts. 
We also cover broader AI cyber risks, a Moderna and Merck melanoma study, Etched’s funding round, Unitree’s IPO, Stripe’s acquisition of OpenRouter, and NVIDIA’s planned investment in OpenAI infrastructure.
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🌌 LIMITLESS HQ ⬇️
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TIMESTAMPS
0:00 OpenAI Hits Pause
2:51 AI Virus Scenarios
10:19 Cancer Breakthrough
17:00 Etched Rises Fast
20:41 Unitree Mania Grows
23:46 Stripe Bets on Singularity
29:30 NVIDIA Funds the 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.

We discuss the fast-changing AI model landscape and how users are increasingly choosing models based on cost, convenience, and specific tasks. 
We compare major closed and open-source models, outline which tools work best for coding, writing, real-time use, and image generation, and discuss how memory and context affect enterprise and power-user workflows.
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🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒
https://developers.ledger.com/docs/ai-tools/overview/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless
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🌌 LIMITLESS HQ ⬇️
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 Frontier Model Overload
1:09 Open Source vs Closed
3:20 Ranking Model Intelligence
5:41 Pricing Changes Everything
9:43 Cheap Models and Compute
11:14 Google and Grok Use Cases
15:30 Best Subscriptions For Most
17:41 Picking Models by Task
19:43 Agents and Knowledge Work
22:27 What Comes Next
24:50 Apple’s AI Wildcard
26:03 Final Model Recommendations
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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.

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 business, Stripe’s interest in AI payments and agentic microtransactions, and how the deal fits into the growing importance of the middle layer in AI. 
We also look at Origin’s focus on code hosting for AI agents and the broader shift toward infrastructure built for high-throughput automation.
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🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒
https://developers.ledger.com/docs/ai-tools/overview/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless
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🌌 LIMITLESS HQ ⬇️
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 Stripe Buys OpenRouter
6:22 Agentic Payments
7:27 Inference Becomes the Moat
9:05 Alex Atallah’s Exit
11:27 The Routing Wars
14:22 Cursor Challenges GitHub
20:29 Microsoft’s AI Problem
22:19 The New AI Stack
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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.

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, along with broader exposure to NVIDIA, TSMC, SpaceX, and related infrastructure plays.
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🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒
https://developers.ledger.com/docs/ai-tools/overview/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless
------
🌌 LIMITLESS HQ ⬇️
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 Money Stacks
2:51 Memory Theses
5:02 Buffett Bets on Google
10:19 The Infrastructure Layer
19:48 Payments and AI Rails
21:21 Consensus Winners Emerge
24:53 Power, Memory, Neoclouds
27:10 Closing
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
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.

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 watermarking rule, the LA Lakers sale, and Brad Lightcap’s departure from OpenAI.
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🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒
https://developers.ledger.com/docs/ai-tools/overview/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless
------
🌌 LIMITLESS HQ ⬇️
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 Grok 4.6
7:08 GrokBot
12:31 DeepSeek
15:08 AI Cloud Earnings
19:46 Intel CapEx
22:57 AI Watermarks
25:15 Lakers Sold
28:00 OpenAI Leadership
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------
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.