Exploring the Frontiers of AI and Technolgy. Hosted by @JoshKale and @cryptopunk7213 . New shows four times a week on YouTube, Apple, and Spotify
Joined November 2021
- Tweets577
- Following7
- Followers16.8K
- Likes1.3K
Limitless retweeted
9 months in and @LimitlessFT podcast doing 700k monthly views.
I'm addicted.
@JoshKale and @cryptopunk7213 keep me updated on AI better than anyone.
Hard to launch a top 1% podcast these days but they cracked it.
Haven't seen such insane growth since early days bankless.
Limitless retweeted
the craziest part of this story is his massive $850M Bloom Energy and $500M bitcoin-mining investments, he’s literally giving you the trade, let me explain
- AI’s biggest challenge right now is sourcing electricity to power gpus
- bloom energy builds advanced fuel cells that act as portable power generators for… ai data centers. put one next to your data center and… done.
- Bloom has $20 Billion in customer orders for 2026. increasing every month. he’s betting the house on 1 company (risky af) BUT
- he also bought positions in $IREN ($330M) and cipher mining because they ALREADY HAVE ELECTRICAL PERMITS that can be repurposed for AI
- normally you wait 2-3 years to get access to the electrical grid but this man just arbitraged the entire damn thing
fucking genius.
yeah so this is insane
24 year old turned $225M into $5.5B in <12 months. dug into his recent investments and… holy fuck
- MASSIVE $885M position in Bloom Energy (specialises in portable energy turbines for… you guessed it - ai data centers) - this 1 position is 20% of the entire fund lol
- massive SHORT position on Infosys. he’s betting claude code, codex are going to replace outsourced IT work (he’s right)
- added $300M to his corweave position totalling $700M (someones gotta run those gpus)
- aggressively pivoted investments into electrical and energy infra (aka AI’s biggest constraint right now)
- dumped $100Ms of NVIDIA and Intel positions.
- aggressively buying bitcoin mining companies and re-purposing them for ai data centers. (cipher, bitdeer)
- fund up $1.5B in the last 3 months (+35% last quarter)
- now owns 10% of core scientific (levered bet on coreweave 😂)
He outperformed the S&P500 8X in the funds first 6 months. fucking goated.
Limitless retweeted
Robots aren’t coming “someday.” They’re coming “this year.”
“We have already been working on intelligence for 4 years and that race isn't stopping anytime soon… If only it's getting faster.”
“What if you had a labor force that was you didn't have to feed… You didn't have to have bathroom breaks… You didn't have to pay for health care.”
When “the cost of intelligence" and “the cost of labor is going down,” the downstream is obvious:
“The GDP that comes out of the profits of corporations will just go through the roof."
@JoshKale & @TrustlessState 🎬
Limitless retweeted
LIVE NOW - Capitalism’s Endgame: The Last Companies That Will Ever Exist
Capitalism may be heading toward an “event horizon,” where a handful of firms become so entrenched they’re effectively the last companies standing.
@JoshKale & @TrustlessState break down the four “Infinity Gauntlet” pillars: intelligence, energy, capital, and labor. And why collapsing costs in AI and robotics could make abundance, and monopolies, the default outcome.
From Google’s data + compute flywheel to the Tesla/SpaceX/xAI convergence and even space-based energy/data centers, we map the new battlefield and what it means for building a future-proof portfolio (not investment advice).
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TIMESTAMPS
0:00 The Infinity Gauntlet of Capitalism
6:50 Intelligence
18:15 Capital
25:04 Energy
30:05 Labor
42:45 @Google
47:20 @nvidia
49:16 @Tesla
56:55 @SpaceX
1:13:54 @amazon
1:15:12 @Microsoft
1:16:35 @Meta
1:19:34 @Apple
1:22:22 Who Wins?
1:25:45 @elonmusk
1:26:46 Endgame Portfolio
1:29:17 Closing & Disclaimers
Limitless retweeted
OpenAI’s Sora 2 is the most impressive video model wrapped in the most damning form factor
It’s amazing, troublesome, inspiring, and a totally novel approach to how we create with AI
I have doubts about how sticky it’ll be but I can say w/ certainty that Sora 2 is a great model
Limitless retweeted
Google's Nano Banana image gen model is the most powerful photo editor in the world
What would have previously taken me hours in photoshop is now just one prompt away crossing a threshold that goes beyond 'toy'
We just had @OfficialLoganK on @LimitlessFT to tell us all about it
Limitless retweeted
interviewed the CEO of @perplexity_ai !
Aravind has a very bold vision of building the front-door to AI... and its in the form of a new AI web browser called Comet
i'll be honest, i was pretty skeptical to start off (why do web browsers need ai) but aravind did a great job convincing me why its actually the most obvious way for humans to get access to AI Agents
This episode is full of alpha, in particular, pay attention to why he thinks perplexity will eventually outpace Google...
LIVE NOW: @perplexity_ai CEO, @AravSrinivas joins us to welcome in the AI browser era
On this episode:
• Comet: the new AI-native browser
• Why curiosity > prompts
• Agents that do the boring web work (pay, book, buy)
• The endgame: an AI OS
Tune in and get up to speed ☄️👇
Limitless retweeted
What does it take to make supersonic work in today’s market?
Catch Boom CEO @bscholl on @LimitlessFT as he breaks it down:
📊 10% efficiency lift vs. Concorde
💼 A clear market in business travel
The result? A scalable, investable future for faster travel
Limitless retweeted
While everyone’s roasting Liquid Glass and AI, Apple quietly shipped the biggest Spatial-Reality flex ever
Five years from now when we ditch our phones for glasses, it'll be clear we were watching the on-ramp from phone to lens get built in real time #WWDC25
Limitless retweeted
“Energy density per unit raw material” is the right metric, and the winner is nuclear fission!
Limitless retweeted
One of the most powerful combinations is clear thinking paired with relentless ambition
@isaiah_p_taylor has both
His work at @valaratomics isn’t just impressive - it’s a glimpse into the future through the eyes of someone determined to build it. Total energy abundance.
Full episode on: @LimitlessFT
Limitless retweeted
We're incredibly excited to publish this AI debate on @LimitlessFT.
@random_walker vs @DKokotajlo
A Columbia professor & hypebuster vs. former AI researcher & AI 2027 forecaster.
How will AI change the world by 2030?
Best debate i've heard.
Massively consequential.
Is AI Runaway Superintelligence or Just Another Tool?
@DKokotajlo, author of AI 2027 and former OpenAI researcher, argues for a fast-approaching intelligence explosion
@random_walker, 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?
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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
Limitless retweeted
The @LimitlessFT's podcast is already ranking higher on Apple Technology podcasts than @bankless
fam - Limitless is Bankless for AI and Frontier tech
highly accessible
fun to listen to
very educational
Give it a listen
What happens when @OpenAI puts 100 million devices in our hands that know everything about us and can speak back?
This week we got:
- The Future of AI Hardware
- @AnthropicAI's Claude wants to call the feds on you
- An AI agent tries to launch an OnlyFans account
Another wild week on the AI Rollup with @TrustlessState, @joshkale & @cryptopunk7213
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00:00 The New AI Device
10:18 Why Does It Even Need To Exist
17:50 Why Replace The iPhone?
21:27 What Does It Look Like?
25:50 Why Not Glasses?
30:34 When Is It Coming?
35:56 Apple's Strategy
41:26 Claude Calls The Cops
49:22 OpenAI Model Goes Rogue
56:01 Jailbreaking Models
57:27 Agents On OnlyFans