Limitless: An AI Podcast

This past Saturday night, Elon Musk walked onto a stage in Austin, Texas and announced the most ambitious industrial project in human history. It's called TeraFab, a joint venture between Tesla, SpaceX, and xAI to build a chip factory the size of San Francisco, producing one terawatt of computing power per year. That's more than the entire United States generates in electricity.
In this episode, we break down everything: the $25 billion price tag, the two-chip architecture (one for Earth, one for space), the 100 million square foot facility that hasn't even been sited yet, and why 80% of its output is being launched into orbit on AI satellites powered by sunlight. We cover the ASML monopoly, the supply crisis forcing Elon's hand, the SpaceX IPO that funds the whole thing, and the endgame vision: an electromagnetic mass driver on the Moon that launches satellites into deep space without a rocket.
Everything you're about to hear sounds like science fiction. All of it is grounded in real physics.
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🌌 LIMITLESS HQ ⬇️
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TIMESTAMPS
00:00 Introducing TeraFab
02:42 Phase 1: Prototype
03:36 Phase 2: Scale
07:58 Why Are They Even Trying This?
10:36 Space AI
15:21 Lunar Mass Driver
19:17 SpaceX Tesla Merger

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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Google just dropped two products that sent shockwaves through the tech world. Stitch, their new AI design tool, wiped billions off Figma's market cap overnight. Their new coding stack in Google AI Studio is going straight at Anthropic's Claude Code. Meanwhile, Uber just bet $1.25 billion on Rivian robotaxis — but the math doesn't add up. OpenAI acquired Astral and PromptFu as they pivot hard toward enterprise and coding. Cursor launched their own in-house model with some very creative chart work. And MiniMax M2.7 might be the first AI model that meaningfully trained itself. We break down all of it plus Anthropic's massive 81,000-person survey on what people actually want from AI.
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🌌 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/
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TIMESTAMPS
00:00 Google Stitch
06:30 The Rivian Uber Debacle
12:19 OpenAI's Shopping Spree
17:20 An Unbelievable Chart
19:49 Cursor Releases Their Own Model?!
23:05 Minimax 2.7 Is Scary Good
25:18 The Anthropic Report
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Travis Kalanick, former Uber CEO, is coming back. Now as he launches his new venture, Atoms, aimed at automating the movement of physical goods. 
We discuss his tumultuous past, including his ousting from Uber and subsequent success with Cloud Kitchens, alongside his ambitious vision for Atoms that leverages AI and robotics to revolutionize multiple industries.
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🌌 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/
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TIMESTAMPS
0:00 The Return of Travis Kalanick
1:11 The Rise and Fall of Uber
8:12 The Silent Comeback
9:43 The Birth of Cloud Kitchens
11:23 Unveiling Atoms
20:41 The Future of Kalanick and Uber
22:46 Conclusion
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

At NVIDIA's GCC conference, CEO Jensen Huang announced a bold target of one trillion dollars in orders by 2027. 
The AI graphics breakthrough DLSS 5, which has been received with memes and controversy.
Other announcements include the groundbreaking Vera Rubin platform, which promises 35 times the performance; strategic acquisitions like Grok; and advancements in self-driving technology.
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🌌 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/
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POLYMARKET | #1 PREDICTION MARKET 🔮
https://bankless.cc/polymarket-podcast
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TIMESTAMPS
0:00 NVIDIA's Trillion-Dollar Vision
1:23 DLSS 5
3:49 Vera Rubin
5:25 Breakthroughs with AI Chips
9:48 The Next Generation: Feynman
11:33 Full Self-Driving Revolution
14:01 Robotics on Stage
16:45 OpenClaw and Enterprise Solutions
17:22 AI in Space
19:12 The DGX Spark Announcement
21:10 Closing Thoughts on NVIDIA's GTC
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Drawing from Andrej Karpathy's report, we discuss the effects of artificial intelligence on the job market. We uncover which jobs are most at risk of automation, such as financial analysts, while hands-on roles remain safe.
With 150 million jobs potentially impacted, we highlight the evolving nature of work and emerging opportunities.
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🌌 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/
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POLYMARKET | #1 PREDICTION MARKET 🔮
https://bankless.cc/polymarket-podcast
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TIMESTAMPS
0:00 AI and Job Replacement
1:08 Andrej's Report
6:31 Blue-Collar Jobs vs. AI
8:32 The Future of Work
11:23 Economic Indicators and AI
14:49 The Role of AI in the Future
16:37 Jobs and Human Demand
20:19 Using AI
21:33 Closing Thoughts
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RESOURCES
US Job Market Visualizer:
https://karpathy.ai/jobs/
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠