This week, we saw Google’s new AI-focused laptop, Gemini’s growing role across Google services, and Google’s reported work with SpaceX on space-based data centers.  We also cover Isomorphic Labs’ $2.1 billion raise, a Chinese mecha robot, and new developm...

There has been a surge in memory stocks and memory ETFs, with AI inference demand reshaping the market and perhaps reshaping the entire memory industry.  Micron, SK Hynix, and Samsung are interesting plays with their supply constraints, rising memory need...

Cerebras is an AI chip company set for a groundbreaking IPO, and its revolutionary chip that could accelerate the development of AGI from 15 years to just 5.  We explore the implications of their unique chip architecture within the context of their partne...

There's now a surprising alliance between SpaceX and Anthropic, as they team up to challenge OpenAI after Musk’s unexpected pivot from criticism to collaboration. The $5 billion deal for Anthropic to utilize SpaceX's Colossus One data center aims to meet t...

Today, we're analyzing the soaring performance of semiconductor stocks fueled by the AI boom, spotlighting gains from SanDisk and Micron. With the substantial increase in tech giants' capital expenditure projections, now exceeding $800 billion, we can proj...

OpenAI's phone, led by iPhone architect Jony Ive, is set to launch in 2027-2028. With a goal of shipping 40 to 50 million units, we explore the implications of an AI-first operating system that redefines user interaction. We compare OpenAI's consumer-focu...

Let's examine the fierce competition between AI coding tools Anthropic's Claude and OpenAI's Codex. As Codex emerges with robust updates, we discuss user experiences and showcase demos comparing game development and dashboard creation.  Highlights include...

We tackle the strong earnings reports from Google, Amazon, Meta, and Microsoft, propelled by AI and cloud growth. Google sees a 94% earnings per share surge, while Amazon's AWS boasts 28% growth.  Meta raises revenue by 33% through AI advertising, and Mic...

The courtroom showdown between Elon Musk and Sam Altman over OpenAI has begun, with stakes hitting $850 billion and potential damages of $134 billion. As Musk claims he was foundational to OpenAI’s success, Altman’s defense counters with narratives of Musk...

 The fallout from Meta's $2 billion acquisition of AI startup Manus, haz beencomplicated by the founders' detention in China and a government order to reverse the deal.  We discuss the implications for US-China relations, the rise of China’s independent A...

This 20-min convo with the General Partner of USVC explains how you can invest in Anthropic, OpenAI, and other private deals. Until now, it's been extremely difficult to invest in SpaceX if you're not an accredited investor. USVC is trying to change that...

Big week this week. We discuss the launch of OpenAI's ChatGPT 5.5, showcasing its exceptional coding and problem-solving capabilities that surpass competitors like Claude Mythos. Highlights include its implications for fields like mathematics, innovative a...

We explore the game-changing release of Claude Mythos and NVIDIA's Blackwell chip, a leap toward artificial general intelligence (AGI). We discuss AI hardware evolution, the rise of "neoclouds," and the ethical implications of Mythos. ------ LIMITLESS HQ...

OpenAI's GPT Images 2.0 is out, and it's pretty wild what it can do.  Remember ghibli-gate? Remember when it couldn't write words? Things are changing so fast these days. ------ LIMITLESS HQ NEWSLETTER:    https://limitlessft.substack.com/ FOLLOW ON X...

Wow. It's finally happening. Tim Cook is resigning as Apple CEO after 15 transformative years, during which the company experienced a 2,000% stock increase and reached a $4 trillion market cap.  We examine the challenges Apple faces in the AI sector and t...

Big Week in AI. We discuss Anthropic's Opus 4.7, its most advanced AI model, which surpasses GPT 5.4 but is overshadowed by the upcoming Claude Mythos. We cover Allbirds' surprising stock surge after pivoting to GPU provision, and highlight trader Leopold ...

Let's explore the world of claws: tools that streamline digital tasks into a single interface. By comparing offerings from Anthropic, OpenAI, and Google, we determine which is the best for you to use. Highlights include the user-friendly OpenClaw and Clau...

Let's explore the dynamic space industry, highlighting NASA's $20 billion Moon settlement investment, SpaceX's $1.75 trillion IPO, and Amazon's $11.6 billion Global Star acquisition.  We discuss NASA's successful Artemis 2 mission, rising private players ...

Apple's rumored upcoming AI glasses, codenamed N50, are set to redefine wearable tech with a display-less design and enhanced Siri integration. We analyze the competitive landscape, focusing on Meta's Ray-Ban smart glasses and emerging rivals from Snap and...

Meta's MuseSpark is a new an AI model potentially impacting over 3 billion users, and worth comparing performance with Claude Opus and GPT.  We also address Anthropic's revenue surge from a Google deal, highlight public unease about AI, and explore a new ...