NVIDIA’s Q3 Earnings Proves That The Bubble ISN'T Popping
Markets look shaky, but NVIDIA just blew the doors off with record earnings, crushing the “AI bubble” narrative and signaling there’s still massive demand for GPUs and AI infrastructure. In this episode, we break down NVIDIA’s numbers, the new Anthropic–Microsoft–NVIDIA alliance, and why Google’s Gemini 3 + Nano Banana Pro might have Jensen looking over his shoulder. We also cover Google’s new AI-powered weather model, Meta’s insane 3D world-building tech, and the controversial rise of AI tools that let you “talk” to deceased loved ones—and what all of this means for the future of AI.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS00:00 NVDA Earnings Blowout08:03 The Real Threat13:25 Nano Banana Pro18:29 Best Weather App Ever21:41 Meta's Blowing Minds25:32 Chatting With Ghosts------RESOURCESJosh: https://x.com/JoshjKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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31:57
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31:57
AGI is Back! Google Gemini 3.0 Crushed Our Expectations
🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------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. ------TIMESTAMPS0:00 Gemini 3.05:34 Game-Changing Features9:04 Benchmarking Breakthroughs13:21 Cost and Quality Trade-offs17:46 Google’s Strategic Advantage24:51 Predictions for the Future------RESOURCESJosh: https://x.com/JoshjKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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The World’s Best AI Investor is 23 Years Old (Here's What He Owns)
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!------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 Leopold Aschenbrenner2:43 From Researcher to Fund Manager3:19 The Billion-Dollar Fundraising5:12 The Intel Trade6:08 Portfolio6:37 Investing in NeoClouds8:59 Core Scientific: A Risky Bet12:55 CoreWeave and Strategic Moves14:21 Analysis20:45 The Risk of Timing24:11 Conclusion------RESOURCESJosh: https://x.com/JoshjKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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This Week in AI: The Big AI Short Failed
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.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 The Big AI Short2:39 The Thesis7:02 Hardware Demand9:27 GPU Economics11:42 The Crash and Burn13:20 Energy Constraints17:01 Microsoft Owns it All18:14 ChatGPT 5.123:21 Google 3D Rendering29:00 Final Thoughts------RESOURCESJosh: https://x.com/JoshjKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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Elon’s $1 Trillion Tesla Plan (And How Shareholders Get Rich)
Elon Musk just got a path to become the world’s first trillionaire, and Tesla shareholders might ride that upside with him. 🚀 This episode breaks down Tesla’s wild new compensation plan, from 20M cars a year and 1M humanoid robots to a global robo-taxi network and an $8.5T valuation. We dive into Cyber Cabs, Optimus, Tesla’s in-house AI chips rivaling NVIDIA, and why Tesla might secretly be the most important AI company in the world. And we tackle the big question head-on: should Elon become a trillionaire, and do you want to be holding Tesla shares if he does?------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS00:00 Minting The World's First Trillionaire04:55 How To Make $1M09:11 How Will They Do It11:16 Cybercab Launch Revealed13:27 Optimus For $20K?16:22 The NVDA Sized Opportunity21:04 The xAI Deal Fell Through24:17 Should Trillionaires Exist?------RESOURCESJosh: https://x.com/JoshjKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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