Today we're unpacking OpenAI’s plan to build its own custom AI chip—the Jalepeño—and what that means for its hardware strategy. 

We also cover Micron’s strong earnings, its ties to Anthropic, Meta’s next model timeline, and new developments from Google, Amazon, Anthropic, and Valar Atomics.

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🌌 LIMITLESS HQ ⬇️

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TIMESTAMPS

0:00 OpenAI’s AI Chip Move
2:46 Compute and Hardware Strategy
5:30 Micron’s Earnings Surge
11:03 Meta’s Mythos Model Delay
14:47 A24 Meets Google AI
17:51 Sam Altman Movie Standoff
19:02 Claude Tag Enters Slack
21:10 Newsletter and Sponsorship Call

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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