The War for Windsurf: The $3B AI Coding Agent (OpenAI vs Google vs Cognition)
Windsurf has had a tumultuous few weeks. The AI Coding startup's $3 billion acquisition by OpenAI fell through, leaving its 250 employees in turmoil. We discuss the tension between corporate ambitions and employee welfare, spotlighting the ethical dilemmas in the tech industry. Following the drama, Cognition steps in to acquire Windsurf's assets, providing remaining employees with a second chance. Tune in for key insights on corporate responsibility and the harsh realities of startup life.------💫 LIMITLESS | SUBSCRIBE & FOLLOWhttps://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS00:00 Setting The Stage03:55 How Does It Work?08:24 The $3 Billion Dollar Rug Pull11:48 What Led To This14:47 Why Are They Worth SO MUCH?18:50 New Acquisition!21:53 Who Really Wins Here?------RESOURCESJosh: https://x.com/Josh_KaleEjaaz:https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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Kimi K2 is the Open Source Claude-Killer | US vs China AI
Kimi K2 is a groundbreaking open-source AI model from China with 1 trillion parameters. We discuss its competitive advantages, including low operational costs and superior coding capabilities through a "mixture of experts" approach. Josh highlights the implications for AI competition as Kimi K2 emerges in the market alongside OpenAI’s plans for an open-source model.We also explore Kimi K2’s two versions—Base and Instruct—its impact on the AI landscape, and the challenges faced by OpenAI's ChatGPT, xAI's Grok, and Anthropic's Claude. Tune in for key insights on how Kimi K2 could reshape AI development!------💫 LIMITLESS | SUBSCRIBE & FOLLOWhttps://limitless.bankless.com/https://x.com/LimitlessFT-----TIMESTAMPS0:00 Intro0:58 The Rise of Kimi K22:49 Efficiency and Cost Benefits3:53 Training Breakthroughs Explained5:37 Innovations in AI Training6:30 The Impact of Open Source8:05 Competitive Landscape of AI9:41 Context Window Capabilities12:55 The Surge of Kimi K215:36 Market Adoption Insights19:57 Versions of Kimi K224:21 Privacy and Local AI26:30 The AI Talent Landscape31:04 China's AI Competitive Edge32:40 Open Source vs. Closed Source40:19 Closing Thoughts and Future Prospects42:49 Get Involved-----RESOURCESJosh: https://x.com/Josh_KaleEjaaz:https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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Dwarkesh Patel: The Scaling Era of AI is Here
Renowned podcaster Dwarkesh Patel joins us to explore the "scaling era" of AI, characterized by rapid growth and significant compute investments. He discusses the impact of neural networks and transformers, the implications of scaling laws, and potential constraints as we approach artificial general intelligence (AGI).Patel shares his skepticism about whether current AI models exhibit true intelligence, addresses ethical concerns around AI safety, and emphasizes the responsibilities of developers. The conversation touches on geopolitical dynamics, with major players like the U.S. and China shaping the future.Concluding with a cautious outlook, Patel suggests a 60% chance of AGI by 2040 and highlights the importance of navigating AI complexities thoughtfully.------💫 LIMITLESS | SUBSCRIBE & FOLLOWhttps://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS00:00 Start02:15 Introduction to Dwarkesh Patel05:45 Defining the Scaling Era12:00 Compute20:00 Neural Networks and Human Intelligence28:30 Reasoning Limits of Current AI35:40 Implications of Energy Shortages42:10 Human-AI Relationships51:00 AI Alignment and Moral Responsibility01:02:15 Geopolitical Considerations01:12:30 AI Accountability and Governance01:20:00 The Road Ahead for AI01:30:00 Closing Remarks------RESOURCESDwarkesh: https://x.com/dwarkesh_spThe Scaling Era: An Oral History of AI, 2019–2025:https://www.amazon.com/Scaling-Era-Oral-History-2019-2025/dp/1953953557------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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Grok-4 Is Now The Smartest AI Model In The World | Everything You Need To Know
Grok-4 just leap-frogged every frontier model, topping AGI and coding benchmarks, crushing PhDs across disciplines, and even selling vending machines better than humans, all barely 28 months after XAI was born. We unpack the launch event, new voice mode, gaming-first tools, Grok-Heavy’s multi-agent powerhouse, and why Elon’s Tesla integration could make AI your on-the-go co-pilot. Stick around for what this acceleration means as GPT-5, Claude 4.5, and Gemini 3.0 line up next.-----💫 LIMITLESS | SUBSCRIBE & FOLLOWhttps://limitless.bankless.com/https://x.com/LimitlessFT-----TIMESTAMPS00:00 Grok4 Is Now The Smartest AI In The World05:19 How Did They Do It?08:00 Humanities Last Exam13:12 The AGI Test18:50 Grok Gaming23:12 Video Generation26:01 Grok Heavy Is Insane32:02 Grok For Tesla35:39 What's Next------RESOURCESJosh: https://x.com/Josh_KaleEjaaz:https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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CEO of X Linda Yaccarino Unexpectedly Steps Down Hours Before Grok 4 Release
This morning, the CEO of X, Linda Yaccarino has unexpectedly stepped down just hours before Elon and the xAI team announce the release of Grok 4. This happens at an interesting time as we have: Grok going rogue last night, Grok4 announcement from Elon this evening, and product legend Nikita Bier recently joining as head of product.We've compiled all the evidence - Here's everything you need to know about the saga.-----💫 LIMITLESS | SUBSCRIBE & FOLLOWhttps://limitless.bankless.com/https://x.com/LimitlessFT-----TIMESTAMPS00:00 Linda Steps Down07:47 Who TF Is Nikita Bier17:59 OpenAI vs xAI World Building24:12 Grok4 Integrations31:09 The X Universe IS HUGE------RESOURCESJosh: https://x.com/Josh_KaleEjaaz:https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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