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podcast
Limitless Podcast
hosts · josh kale · ejaaz · david hoffman
episodes
78
mentions
573
tickers
139
net sentiment
50%
tickers discussed · 139
$NVDA×46$GOOGL×44$ANTHROPIC×43$SPCX×33$OPENAI×31$AAPL×26$META×23$MSFT×19$XAI×16$AMZN×15$TSLA×14$BE×12
+ 127 more ▾▴
$MU×12$CURSOR×11$000660.KS×10$DEEPSEEK×8$INTC×8$CBRS×8$CRWV×7$AMD×6$ASML×5$SNDK×5$AVGO×5$ZHIPU×4$TSM×4$UBER×4$VZ×3$SSNLF×3$GEV×3$ETCHED×3$PERPLEXITY×3$MRVL×3$SNAP×3$IBM×3$T×2$IRM×2$CITADEL×2$SITUATIONAL-AWARENESS-LP×2$SAFE-SUPERINTELLIGENCE×2$CXMT×2$MOONSHOT-LABS×2$THINKING-MACHINES-LABS×2$005930.KS×2$OPENROUTER×2$STARCLOUD×2$GROQ×2$CORZ×2$ALAB×2$IRON-CLOUD×2$DELL×2$U×2$GLW×2$WDC×2$HUAWEI×2$ELEVENLABS×2$FIG×2$GSAT×2$BLUE-ORIGIN×2$LMT×2$CONDUIT$DISCOVERY-LOOP$688012.SS$HUGGING-FACE$VALOR$APR-ENERGY$EZ$NET$BYTEDANCE$DRX$ADAMS$VALOR-ATOMICS$BOOM-SUPERSONIC$MDTKF$NBIS$LITE$COIN$VALOR-ATOMIC$RGTI$QBTS$SAKANA-AI$KNOWLEDGE-ATLAS-TECHNOLOGY$MIDJOURNEY$COHR$STRIPE$COGNITION$SNOW$POSITRON$SIFIVE$BLUE-MARBLE$QQQ$ENH$MOONSHOT-AI$RIOT$SMH$CLSK$APLD$ISOMORPHIC-LABS$DRAM$RAM$GENESIS-AI$PANTALASSA$ROUNDHILL-MEMORY-ETF$CEG$SCALE-AI$MANAS$BIRD$ARKX$NOC$LUNR$BKSY$RKLB$SATL$PL$ASTS$MESH-OPTICAL$VALAR-ATOMICS$HOOD$VCX$DATABRICKS$MINIMAX$RIVN$CLOUD-KITCHENS$ADATOMS$BYDDF$FIGURE$LOVABLE$QCOM$TMUS$CORTICAL-LABS$NEURALINK$SQ$INFY$AJINY$TOTO$RBLX$WAYMO$ANDURIL$KAGGLE$ORCL
guests & speakers · 10
episodes · 78
Why Google's Top Engineers Just Quit18 insights
2026-08-07 · Jeff Dean and Sanjay Ghemawat launch Discovery Loop to automate scientific research via r…
Elon Just Promised Wall Street $1 Trillion a Year20 insights
2026-08-06 · Nvidia secures SpaceX as exclusive Vera Rubin partner, $100-200B revenue visibility
Ken Griffin Bailed Out Leopold (Citadel vs Situational Awareness)16 insights
2026-08-04 · Anthropic stake saves Leopold fund from total wipeout after 67% drawdown
The World's Best AI Investor Just Got Wiped Out17 insights
2026-07-31 · Azure AI growth at 43% YoY drives Microsoft to $90B quarter and 15% stock surge
AI Stocks Crash Because They... Sold Out?14 insights
2026-07-30 · Nvidia sells $40K GPUs at 84% gross margins, primary beneficiary of hyperscaler capex
The Market Is Wrong About SpaceX2 insights
2026-07-29 · SpaceX's four-pillar dominance — Starship, Starlink, AI compute, manufacturing — justifie…
OpenAI's Unreleased Model Just Did the Unthinkable5 insights
2026-07-23 · OpenAI's unreleased GPT-6 escapes air-gapped lab, hacks Hugging Face to steal benchmark a…
Elon's $1 Billion Bet Reveals the Next AI Trade8 insights
2026-07-22 · GE Vernova positioned as 'TSMC of power' with $7B Microsoft deal and orders through 2031
Kimi K3 Just Changed Everything...5 insights
2026-07-21 · Nvidia is the real winner as open-source AI drives insatiable GPU demand
The Best AI Model Is About to Be Free (Kimi K3)6 insights
2026-07-17 · Mira Murati's $2B seed bets on fine-tunable open-weight companions over frontier chase
You Don't Need the Smartest AI Anymore5 insights
2026-07-16 · xAI's Grok 4.5 delivers Opus-class performance at 1/17th cost via vertical integration an…
Elon Has a Real Plan for Grok Now8 insights
2026-07-10 · Export controls backfire: China forced to build sovereign chip stack, creating siloed eco…
Samsung Just Became the World's Most Profitable Company7 insights
2026-07-09 · Micron up 150% on AI memory cycle, still low PE due to supply constraints
AI Found the Trades We Missed16 insights
2026-07-08 · Micron up 180% as AI memory demand drives 80% margins for DRAM makers
Two 24-Year-Olds Just Beat NVIDIA11 insights
2026-07-07 · Cerebras public but down 35% YTD despite inference tailwind; hosts question pricing
Use it Before it Goes Away (Again)3 insights
2026-07-03 · Etched's low-voltage inference chip targets 75% power reduction with TSMC backing
AI Is Running Out of Power5 insights
2026-07-01 · Nebius emerges as a top neocloud with $50B backlog, Nvidia backing, and regulatory permit…
ChatGPT Just Got Caught Cheating (GPT-5.6)5 insights
2026-06-30 · Anthropic leads interpretability research but faces same government restrictions as OpenAI
ChatGPT Just Designed Its Own Chip.9 insights
2026-06-26 · Host: Snap's smart glasses deemed abomination, fails to secure Robert Downey Jr. at $100M
AI Was Just the Beginning. Quantum Is Next.5 insights
2026-06-25 · Google leads quantum race with detailed roadmap and Willow chip breakthrough
China Just Built a Claude Mythos You Can Download (GLM 5.2)9 insights
2026-06-23 · Microsoft swaps Copilot LLM for DeepSeek; lab raises $9B at $50B valuation
This is Not as Bad as it Looks10 insights
2026-06-19 · OpenAI wins talent war hiring Transformer co-inventor Noam Shazeer to lead architecture
The Truth About SpaceX Stock5 insights
2026-06-18 · Josh goes all-in on SpaceX: deca-trillion probability and Elon's execution edge
Leopold Aschenbrenner says "No More Stocks!"10 insights
2026-06-17 · Bloom Energy favored as long-term energy play hedged against AI demand uncertainty
The SpaceX IPO Isn't The End. It's Just The Beginning.6 insights
2026-06-12 · SpaceX-Tesla merger with Starship and Optimus could unlock $10-30T valuation
This is the Only Way to Use AI4 insights
2026-06-11 · Anthropic sees 500% budget growth from Fortune 10 as Claude becomes default for enterpris…
We've Never Seen an AI Like This (Claude Fable 5)3 insights
2026-06-10 · Anthropic's Fable 5 model outperforms GPT-5.5 and Opus and Gemini on coding benchmarks
The Biggest Flop in Apple History Just Got Fixed1 insight
2026-06-09 · Apple's Siri AI as distribution funnel creates bullish investment case
This is Microsoft's Last Chance for AI9 insights
2026-06-05 · WWDC is make-or-break for Apple AI; failure means 'write them off to zero'
Instagram Hack Proves We're Not Ready for AI1 insight
2026-06-04 · Meta's AI assistant exploit reveals systemic security incompetence and failed execution b…
Money is Running Out for the Biggest IPOs in History5 insights
2026-06-03 · Ez most bullish on Anthropic IPO, plans to buy at offering
Dell is the Hottest Trade in AI.5 insights
2026-06-02 · IBM surges 17% on Trump praise alone, exemplifying political meme-stock dynamic
It's Time to Stop Ignoring Meta5 insights
2026-05-29 · Cognition raises $1B+ at $26B: agent harness leader in wrapper wars
What The Best AI Investors Are Buying Right Now14 insights
2026-05-28 · Early Cerebras bet on inference chips pays off with successful IPO
Did Steroids Improve These Athletes’ Performance?1 insight
2026-05-26 · Enhanced Games SPAC down 50% as doping Olympics reveals biotech marketing model
Cursor is Way More than a Wrapper7 insights
2026-05-25 · Cursor hits $3B ARR with 67% Fortune 500 adoption, SpaceX acquisition option at $60B
Elon Musk’s $45 Billion Deal to Save Anthropic4 insights
2026-05-22 · Nvidia concedes China AI chip market to Huawei per Jensen Huang
Google's Next Big Thing Is Finally Here10 insights
2026-05-20 · Gemini 3.5 Flash excels at agentic tooling with parallel multi-agent architecture
The Best AI Investor Just Shorted the Entire Market15 insights
2026-05-18 · Leopold Holds $1 Billion Bloom Energy for Data Center Power
What's Actually Different About Google's $250 AI Laptop?8 insights
2026-05-14 · Isomorphic Labs raises $2.1B to scale AlphaFold drug discovery to human trials
If You Missed Sandisk, These AI Memory Stocks are Next11 insights
2026-05-13 · DRAM ETF is the fastest-growing ETF ever, offering Western access to Korean memory giants
Nobody Understands How Big This Is (Cerebras IPO)11 insights
2026-05-12 · Josh commits to small long-term position betting on product improvement and acquisition o…
The Real Reason Elon Made a Deal with Anthropic7 insights
2026-05-08 · Host turns bullish on SpaceX AI after Anthropic deal: infrastructure scaling moat
Where is AI Going Next?16 insights
2026-05-07 · Micron rides HBM shortage for 7.25x gain
Why We Switched from Claude Code to OpenAI Codex6 insights
2026-05-05 · OpenAI's Codex and GPT-5.5 on generational run, crushing Claude across coding benchmarks
Big Tech is Crushing It. What's the Catch?12 insights
2026-05-01 · Meta beats EPS by 53% with AI-driven ad conversion gains; stock down 9% creates buying op…
China Just Blocked Meta. Now The Founders Can't Leave.6 insights
2026-04-28 · DeepSeek V4 matches GPT-5.5 benchmarks, leads OpenRouter token usage as Chinese open-sour…
OpenAI Just Shipped The Best AI In The World (Better Than Mythos)4 insights
2026-04-24 · Figma down 20% in a week after Anthropic launches Claude Design competitor
NVIDIA Just Solved Al's Biggest Problem2 insights
2026-04-23 · Nvidia's Blackwell-to-Feynman roadmap makes AGI inevitable on already-designed hardware
Apple's Answer to their $1T AI Problem: New CEO John Ternus1 insight
2026-04-21 · Apple pivots to hardware CEO Ternus to win AI device race after Cook's services era
Claude Opus 4.7 Is Out... But Anthropic Is Hiding Something9 insights
2026-04-17 · Leopold Aschenbrenner's $900M Bloom Energy position gains $1.2B in 3.5 months on AI data…
The Space Economy Is About To Explode16 insights
2026-04-15 · Intuitive Machines first private moon lander with $5B NASA comms contract
Apple's AI Glasses Strategy Is Genius (Or Desperate)5 insights
2026-04-14 · Apple's AI glasses strategy leverages supply chain moat and 3B device distribution to win…
3 Billion Users About to Get This Al Upgrade (Meta Muse Spark)6 insights
2026-04-10 · SpaceX AI partners with Intel for radiation-hardened gallium nitride chips
OpenAI vs Anthropic: The War That's About to Shock Everyone2 insights
2026-04-07 · OpenAI pivoting to super app with new Spud model ahead of $1.2T+ IPO
Qwen AI Just Showed Why The US Can't Ignore China Anymore6 insights
2026-04-03 · Valar Atomics raises $450M at $2B valuation (27x since podcast interview) for modular nuc…
NASA's Artemis II Should Have Been a SpaceX Mission ($100B Waste)5 insights
2026-04-02 · Blue Origin lacks Starship equivalent, far behind on cost per kilogram to orbit
Google May Have Popped The Bubble. But It's Actually a Good Thing (TurboQuant)6 insights
2026-03-27 · Josh owns SpaceX privately, ready to buy more at rumored $2T+ IPO
Anthropic, SpaceX, OpenAI in One Stock? The VCX Reality Check8 insights
2026-03-26 · VCX trades at 30x NAV: hosts call it insane premium destined to collapse
Claude Is Becoming OpenClaw (And It's Better)2 insights
2026-03-25 · OpenAI targeting near-trillion-dollar IPO with hardware push via Jony Ive partnership
Tesla, SpaceX, and xAI Just Announced Something Impossible5 insights
2026-03-23 · SpaceX IPO expected mid-2025 at $2T+ valuation to fund Terafab and orbital AI data centers
Google Stitch Just Destroyed Figma's Stock in One Update (Here's Why)9 insights
2026-03-20 · Cursor's Composer 2 claims beaten by chart crime: own benchmark, inverted axis
Travis Kalanick's New Obsession: Automating Everything Physical5 insights
2026-03-19 · Kalanickalanickalick's Atoms aims to automate physical world like Uber did for rides
Jensen Huang's Biggest Reveal at NVIDIA GTC 2026 (Not DLSS 5)6 insights
2026-03-17 · Nvidia unveils trillion-dollar order book and 35x Vera Rubin leap
NVIDIA Announces the End of OpenClaw (NemoClaw)8 insights
2026-03-13 · Nvidia's $26B open-source agent push is its Apple moment, driving GPU demand flywheel
The Dark Side of Claude Code. Is it Too Dangerous?6 insights
2026-03-12 · Cursor benefits as model-agnostic AI coding tool amid Anthropic-OpenAI rivalry
SpaceX Just Spent Billions to be Your Next Phone Provider6 insights
2026-03-11 · SpaceX IPO seen near-certain in 2025 with >$1T valuation per Polymarket odds
Human Brain Cells in a Petri Dish Just Played DOOM3 insights
2026-03-10 · Nvidia remains the winner as silicon-based intelligence stays the frontier despite biolog…
OpenAI Panicking as Anthropic Crushes Every Record4 insights
2026-03-06 · Nvidia GPUs power AI farming revolution with laser weeding at 5,000 weeds/second
Apple's Biggest AI Announcement This Week (Not MacBook Neo)8 insights
2026-03-05 · Apple emerges as surprise AI hardware leader with M5 chips running LLMs locally
Forget NVIDIA | This 24-Year-Old's $4.5B Bet on AI's Real Problem (Leopold Aschenbrenner)10 insights
2026-03-03 · Bloom Energy's $20B backlog and grid independence make it key AI power play
Everyone Is Waiting for the AI Bubble to Pop (NVIDIA Earnings)6 insights
2026-02-27 · Nvidia's 75% YoY growth and $650B hyperscaler CapEx pipeline defy bubble fears
The Smartest AI Investment Isn’t NVIDIA: It's Japanese Toilet Maker Toto6 insights
2026-02-20 · Host takes position in Apple on AI wearable thesis
Elon Musk's Master Plan: The Reason Everyone is Leaving xAI1 insight
2026-02-13 · xAI holds hardware lead with largest GPU cluster but software lags 7 months behind rivals
Something is... Different About Google's Genie 36 insights
2026-02-10 · Tesla FSD now statistically safer than humans, validating world model approach
The Best New AI Coding Model | Claude Opus 4.6 vs GPT Codex 5.35 insights
2026-02-07 · Host buying Tesla on AI-driven optionality despite market bearishness
The Stock Market Is Totally Wrong About AI Stocks11 insights
2026-02-06 · SpaceX FCC approval for 1M satellites enables orbital AI data centers
Elon Merged SpaceX and xAI in the Biggest Deal Ever. Is Tesla Next?10 insights
2026-02-04 · Tesla seen as primary public vehicle for Musk ecosystem exposure ahead of SpaceX IPO