• AI Rollup: AI Robots and The $10T Arms Race

  • May 8 2025
  • Duración: 1 h y 21 m
  • Podcast

AI Rollup: AI Robots and The $10T Arms Race

  • Resumen

  • Welcome to the AI Rollup, from the Limitless Podcast. David, Ejaaz, and Josh break down the week’s most important AI headlines, from OpenAI’s $3B Windsurf acquisition and Google’s full-stack AI play, to Visa and Mastercard preparing for agentic commerce. We explore the state of robotics, major interpretability challenges, and why the race to AGI may outpace our ability to understand it. Plus: AI ASMR, glow-up GPT, and why autonomous agents still kinda suck. Stay curious, this one’s stacked.

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    TIMESTAMPS & RESOURCES

    00:00:00 Intro To Limitless!

    https://x.com/LimitlessFT


    00:04:23 OpenAI Makes Huge Acquisition

    https://www.outlookbusiness.com/artificial-intelligence/openai-to-acquire-ai-coding-platform-windsurf-for-3bn?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=7f1b29a5128efe71af21ff4cb81c530bdcac095e

    https://x.com/ns123abc/status/1912876350911754676

    https://www.testingcatalog.com/google-tests-computer-use-tools-and-cloud-run-hosting-in-ai-studio/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=bd7931dcfd449aa11b0bf7197fdfa983289758c2


    00:08:01 Why Spend $3 Billion??


    00:16:09 OpenAI Memory Update Is... Interesting

    https://techcrunch.com/2025/04/18/chatgpt-will-now-use-its-memory-to-personalize-web-searches/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-launches-o3-and-o4-mini&_bhlid=d08c6dc54c407d4f53df9d11a68857dba951a21c


    00:23:56 OpenAI Re-Structuring

    https://www.reuters.com/business/openai-remain-under-non-profit-control-change-restructuring-plans-2025-05-05/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=c4222c046fc76f42b7f72ca72537e4e8620a2af1


    00:37:24 Visa Credit Cards For AI Agents

    https://apnews.com/article/ai-artificial-intelligence-5dfa1da145689e7951a181e2253ab349


    00:43:21 The Crypto Bull Case


    00:45:43 The Deca Trillion Robot Opportunity

    https://x.com/adcock_brett/status/1913986971501748390?s=46

    https://x.com/kimmonismus/status/1919510163112779777

    https://developer.nvidia.com/isaac/gr00t

    https://x.com/adcock_brett/status/1916523708153217525?s=46

    https://x.com/adcock_brett/status/1919060515998822898?s=46


    00:52:44 Dogs With Machine Guns


    00:58:11 Using AI To Do Your Job


    01:02:12 The Interpretability Talk

    https://www.darioamodei.com/post/the-urgency-of-interpretability


    01:09:18 AI Neurons?


    01:15:27 The Dopamine Section
    https://x.com/venturetwins/status/1917640408349434106

    https://x.com/ns123abc/status/1918703088598184321?s=46

    https://x.com/venturetwins/status/1919057071145672949

    https://x.com/aisafetymemes/status/1914003415191212112?s=46

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    Not financial or tax advice. See our investment disclosures here:
    https://www.bankless.com/disclosures

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