Limitless: An AI Podcast

Exploring the frontiers of Technology and AI

Limitless: An AI Podcast is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 83. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Limitless: An AI Podcast, a business show with 0 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #224

  The $7 Billion AI Middle Man: Stripe Buys OpenRouter

  Aug 19, 202625 min

  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. ------ 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/ ------ 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 ------ 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.

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  Episode #223

  New 13F Filings: Leopold's Ghost Portfolio and The Shifting AI Trade

  Aug 18, 202630 min

  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. ------ 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/ ------ 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 ------ 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.

  ListenShow Notes
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  Episode #222

  THIS WEEK IN AI: Grok Bot (and 4.6), AI Watermarks, Deepseek Strategy, Selling the Lakers

  Aug 14, 202633 min

  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. ------ 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/ ------ 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 ------ 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.

  ListenShow Notes
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  Episode #221

  The NVIDIA Bank: Jensen's $500B Wall Street Deal and GPUs as an Asset Class

  Aug 13, 202631 min

  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 approach could reshape how AI infrastructure is funded. ------ 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/ ------ TIMESTAMPS 0:00 AI Bubble or New Asset Class 2:09 Jensen Orchestrates the $500B Deal 3:17 How the GPU Financing Works 9:38 Where the Money Comes From 11:32 GPUs vs Mortgage-Backed Securities 14:04 Why Supply Still Looks Tight 19:28 Agents Drive Near-Term Demand 20:36 The Bear Case Risks 22:50 Tracking the Real Warning Signs 25:01 Why the Bull Case Still Holds 28:52 NVIDIA and the GPU Future ------ 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.

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  Episode #220

  Zuck's Open Source Playbook: Meta Muse Glimmer and 14-Page Manifesto

  Aug 12, 202627 min

  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/ ------ Let's unpack Meta’s return to open source AI and its latest laptop-compatible model, Muse Glimmer. Alongside its focus on cheaper, private on-device inference, we cover Meta’s broader AI strategy, including personalization, compute spending, competition on price, and its AI glasses and hardware efforts. ------ TIMESTAMPS 0:00 Meta’s Open-Source Pivot 1:43 Why Local AI Matters 5:02 Meta’s Model Strategy 6:39 Zuck’s Open-Weight Thesis 10:43 Flooding the AI Market 13:00 Ads, Data, and Free AI 15:34 Cheaper Models Take Hold 18:41 The Earnings and CapEx Bet 20:33 Compute Is the Real Moat 22:24 What If Meta Fails? 23:48 Meta’s Bigger AI Vision ------ 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.

  ListenShow Notes

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