Exploring the frontiers of Technology and AI
Latest Episodes
The $7 Billion AI Middle Man: Stripe Buys OpenRouter
We discuss two major AI infrastructure moves: Stripe’s reported multibillion-dollar acquisition of OpenRouter, and Cursor’s launch of Origin as a GitHub alternative. ...
New 13F Filings: Leopold's Ghost Portfolio and The Shifting AI Trade
Today we review major 13F filings and what they show about positioning across the AI stack, including memory, chips, power, and infrastructure. We highlight concentrat...
THIS WEEK IN AI: Grok Bot (and 4.6), AI Watermarks, Deepseek Strategy, Selling the Lakers
This week we discuss Grok 4.6, GrokBot, and DeepSeek V4 Pro, along with the implications of their benchmark results and capabilities. We also cover neocloud earnings,...
The NVIDIA Bank: Jensen's $500B Wall Street Deal and GPUs as an Asset Class
We unpack the massive $500 billion financing commitment tied to NVIDIA GPUs. Does this represent a new financing structure or a circular trade? We also cover the risks...
Zuck's Open Source Playbook: Meta Muse Glimmer and 14-Page Manifesto
🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒 https://developers.ledger.com/docs/ai-tools/overview/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless ------ ...
