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  1. The United States of Claude: Government Bans Fable 5

    This is a turning point for AI. Today, we discuss Anthropic’s release and quick withdrawal of its Fable 5 and Mythos 5 AI models after a U.S. export-control notice raised national security concerns. We also cover the reported jailbreak, Ama

  2. THIS WEEK IN AI: SpaceX IPO TODAY, AI 1 Satellite, Claude Fable 5

    This Week in AI, we discuss SpaceX as a possible buy ahead of a major IPO, focusing on its valuation, Starlink growth, and the company’s plans for space-based AI data centers. We also cover OpenAI’s reported data center deal and S-1 filing,

  3. AI Loops: How the World's Best Engineers Use AI

    AI Loops have taken over our timeline as a more autonomous way of using AI models, alongside prompting, agents, and harnesses. Today, we compare practical use cases, note how AI runtimes have expanded to hours or days, and talk about costs,

  4. Claude Fable 5: The Most Impressive AI Model Ever

    Today, we discuss Anthropic’s new model release, focusing on the balance between stronger AI capabilities and tighter safety restrictions. Let's unpack some demos of visual reasoning, gaming, and enterprise use cases, along with benchmark r

  5. Apple WWDC 2026: Finally Delivering on AI Promises

    This year, we got what we came for. Apple’s WWDC 2026 focused on improving AI, especially Siri’s new capabilities, on-device models, and privacy-centered request handling. With new AI features in Photos, Apple Maps’ 3D Gaussian splats, and

  6. THIS WEEK IN AI: Microsoft Build, NVIDIA at Computex, New Glenn Explosion

    Today, we're covering Microsoft Build, including its new AI models and concept hardware, as well as NVIDIA’s latest announcements at Computex. We also discuss Blue Origin’s New Glenn test failure, Cloudflare’s bot traffic data, and updates

  7. Hijacking Instagram: Behind The Massive AI Exploit

    A Meta AI account-recovery exploit let attackers trigger password reset links for Instagram and Facebook accounts through social engineering. With this backdrop, we explore security risks for AI systems, including prompt injection, and clos

  8. SpaceX, OpenAI, and Anthropic IPOs: AI's Reckoning

    SpaceX, OpenAI, and Anthropic have all filed for their upcoming IPOs. This speaks pretty heavily to the scale of projectedAI capital spending. We also cover changing index rules, the size of the raises compared with past market cycles, and

  9. Dell's Comeback is the Perfect AI Case Study

    We discuss Dell’s incredibly impressive price action rally, after its focus on AI infrastructure, and NVIDIA’s latest hardware announcements. We also cover the push toward local and private AI use, along with Dell’s earnings and strong AI s

  10. THIS WEEK IN AI: Pope Approves Anthropic, Comparing AI Plans, Starcloud SpaceX Partnership

    We need to discuss Meta’s new subscription plans for Instagram, Facebook, WhatsApp, and AI. Then we'll compare them with offerings from Google, Claude, ChatGPT, and X. Can Meta justify its AI spending? If not, what possible fallback strateg

  11. How Gavin Baker Invests in AI, and Where the Bubble is Going Next

    In this episode, we discuss Gavin Baker’s view that AI is a super cycle, with the biggest opportunities in infrastructure, chips, memory, and power rather than software. It's interesting to pit him against Leopold Aschenbrenner, who has tak

  12. Encouraging Athletes to Take Steroids: Bryan Johnson's Enhanced Games

    In this episode, we discuss the Enhanced Games in Las Vegas, where athletes were allowed to use performance-enhancing drugs under medical supervision, including the event format, prizes, and rules. We also highlight a new world record swim

  13. The Story of Cursor: The Fastest AI Company and Massive Comeback

    Things people aren't talking about enough: Cursor’s rapid growth, its role as an AI coding harness, and the data and training advantages that may support its moat. With the reported SpaceX and xAI deal, there's a real possibility of combini

  14. ROUNDUP: Anthropic Pays Elon $45B, SpaceX Files $1.75T IPO, Claude Mythos Hacks Apple

    Three of the biggest deals in AI history all hit in the last 48 hours. SpaceX filed for a $1.75 trillion IPO, the biggest ever. Anthropic signed a deal to pay Elon $1.25 billion a month to train Claude on his GPUs, $45 billion total through

  15. Google I/O 2026: Their Next Big Thing Is Finally Here

    Google I/O 2026 was packed full of announcements, but we need to determine whether the company is keeping pace with OpenAI and Anthropic. We cover Gemini Omni, Gemini 3.5 Flash, and Gemini Spark, along with Google’s updates to Search, YouTu

  16. Leopold is Back: 13F Filings Reveal a New Bet

    Leopold Aschenbrenner is back with his latest 13F filing and his sharp shift from bullish to bearish on major AI and semiconductor names like NVIDIA, AMD, and Broadcom. Although these positions date back to Q1, we can use this to explore hi

  17. THIS WEEK IN AI: Google's AI Laptop, Everyone Goes to China, Thinking Machines

    This week, we saw Google’s new AI-focused laptop, Gemini’s growing role across Google services, and Google’s reported work with SpaceX on space-based data centers. We also cover Isomorphic Labs’ $2.1 billion raise, a Chinese mecha robot, an

  18. Memory Could Be the Last Great Investment of this AI Cycle

    There has been a surge in memory stocks and memory ETFs, with AI inference demand reshaping the market and perhaps reshaping the entire memory industry. Micron, SK Hynix, and Samsung are interesting plays with their supply constraints, risi

  19. Cerebras IPO: The Tech Breakthrough That Could Change Everything

    Cerebras is an AI chip company set for a groundbreaking IPO, and its revolutionary chip that could accelerate the development of AGI from 15 years to just 5. We explore the implications of their unique chip architecture within the context o

  20. THIS WEEK IN AI: Anthropic SpaceXAI Deal | Elon vs OpenAI Trial

    There's now a surprising alliance between SpaceX and Anthropic, as they team up to challenge OpenAI after Musk’s unexpected pivot from criticism to collaboration. The $5 billion deal for Anthropic to utilize SpaceX's Colossus One data cente

  21. Making Sense of the AI Cycle: Where are We Now?

    Today, we're analyzing the soaring performance of semiconductor stocks fueled by the AI boom, spotlighting gains from SanDisk and Micron. With the substantial increase in tech giants' capital expenditure projections, now exceeding $800 bill

  22. The OpenAI Phone is Coming... With an AI Operating System

    OpenAI's phone, led by iPhone architect Jony Ive, is set to launch in 2027-2028. With a goal of shipping 40 to 50 million units, we explore the implications of an AI-first operating system that redefines user interaction. We compare OpenAI'

  23. Everyone Needs to Use OpenAI Codex... Until Claude Mythos Comes Out

    Let's examine the fierce competition between AI coding tools Anthropic's Claude and OpenAI's Codex. As Codex emerges with robust updates, we discuss user experiences and showcase demos comparing game development and dashboard creation. High

  24. THIS WEEK IN AI: Massive Quarterly Earnings, Anthropic's Project Deal, Cursor SDK

    We tackle the strong earnings reports from Google, Amazon, Meta, and Microsoft, propelled by AI and cloud growth. Google sees a 94% earnings per share surge, while Amazon's AWS boasts 28% growth. Meta raises revenue by 33% through AI advert

  25. The Trial Begins: Elon vs Sam Altman

    The courtroom showdown between Elon Musk and Sam Altman over OpenAI has begun, with stakes hitting $850 billion and potential damages of $134 billion. As Musk claims he was foundational to OpenAI’s success, Altman’s defense counters with na

  26. China Blocks $2B Meta's Acquisition of Manus. It's Getting Real

    The fallout from Meta's $2 billion acquisition of AI startup Manus, haz beencomplicated by the founders' detention in China and a government order to reverse the deal. We discuss the implications for US-China relations, the rise of China’s

  27. Owning the Future: USVC Explained with Ankur Nagpal

    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

  28. THIS WEEK IN AI: Chat GPT-5.5 Beats Claude Mythos, SpaceX Cursor Rumors, Google's New TPU's

    Big week this week. We discuss the launch of OpenAI's ChatGPT 5.5, showcasing its exceptional coding and problem-solving capabilities that surpass competitors like Claude Mythos. Highlights include its implications for fields like mathemati

  29. The Unknown Tech that Enables AGI: Claude Mythos and NVIDIA's Next Generation

    We explore the game-changing release of Claude Mythos and NVIDIA's Blackwell chip, a leap toward artificial general intelligence (AGI). We discuss AI hardware evolution, the rise of "neoclouds," and the ethical implications of Mythos. -----

  30. ChatGPT Images 2.0: We Tested Everything (It's Amazing)

    OpenAI's GPT Images 2.0 is out, and it's pretty wild what it can do. Remember ghibli-gate? Remember when it couldn't write words? Things are changing so fast these days. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER: https://limitlessft.substack.com

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