🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT

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Google launched Gemini 3.0, a groundbreaking AI model with advanced multimodal capabilities for interpreting diverse inputs.

We highlight its impressive benchmark performance, including a 37.5% on Humanity’s Last Exam, and discuss Google’s proprietary TPU infrastructure and the new tool, Google Anti-Gravity.

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TIMESTAMPS

0:00 Gemini 3.0
5:34 Game-Changing Features
9:04 Benchmarking Breakthroughs
13:21 Cost and Quality Trade-offs
17:46 Google’s Strategic Advantage
24:51 Predictions for the Future

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RESOURCES

Josh: https://x.com/JoshjKale

Ejaaz: https://x.com/cryptopunk7213

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

23-year-old Leopold Aschenbrenner transformed $1 billion into $4 billion in less than a year, driven by his predictive essay on AI trends. We highlight his unique investment strategy, including a key bet on Intel and stakes in AI compute firms like CoreWeave. Join us for insights on whether his success is due to luck or strategic insight, offering valuable lessons for aspiring investors!

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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT

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TIMESTAMPS

0:00 Leopold Aschenbrenner
2:43 From Researcher to Fund Manager
3:19 The Billion-Dollar Fundraising
5:12 The Intel Trade
6:08 Portfolio
6:37 Investing in NeoClouds
8:59 Core Scientific: A Risky Bet
12:55 CoreWeave and Strategic Moves
14:21 Analysis
20:45 The Risk of Timing
24:11 Conclusion

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RESOURCES

Josh: https://x.com/JoshjKale

Ejaaz: https://x.com/cryptopunk7213

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

In this episode, we explore Michael Burry's massive short position on NVIDIA, questioning if it foreshadows a market correction or reflects AI's dependency on GPUs. We assess Burry's claims of inflated tech valuations against data showing ongoing reliance on older GPUs by Frontier AI labs.

We also touch on Microsoft's moves with OpenAI, the implications of the GPT-5.1 launch, and innovations from Google’s DeepMind.

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🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT

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TIMESTAMPS

0:00 The Big AI Short
2:39 The Thesis
7:02 Hardware Demand
9:27 GPU Economics
11:42 The Crash and Burn
13:20 Energy Constraints
17:01 Microsoft Owns it All
18:14 ChatGPT 5.1
23:21 Google 3D Rendering
29:00 Final Thoughts

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RESOURCES

Josh: https://x.com/JoshjKale

Ejaaz: https://x.com/cryptopunk7213

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