{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Limitless: An AI Podcast","title":"Understanding The Past Year in AI: 200th Episode Special!","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/ac8d9382\"></iframe>","width":"100%","height":180,"duration":1838,"description":"🌌 LIMITLESS HQ ⬇️\nNEWSLETTER:    https://limitlessft.substack.com/\nFOLLOW ON X:   https://x.com/LimitlessFT\nSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ\nAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890\nRSS FEED:           https://limitlessft.substack.com/\n------\nIn our 200th episode, we review nearly 200 transcripts to identify recurring themes and track how the AI landscape has changed over the past 14 months. \nFocusing on compute and memory as key AI investment themes, we revisit companies featured on the show and discuss future topics like specialized AI applications, local models, and space-based model training.\n------\nTIMESTAMPS\n0:00 200th Episode Victory Lap\n1:49 Early Bets Proven Right\n3:44 Memory and Chip Windfalls\n4:59 The Cursor Thesis Pays Off\n5:34 Limitless Portfolio Returns\n7:46 Where the AI Puck Goes\n9:32 Trends Rising and Fading\n12:57 Google’s AI Comeback\n13:47 New Frontiers in AI\n15:32 Space, Science, and Specialized AI\n17:47 Turning Intelligence Into Value\n20:15 Local Models and New Devices\n22:45 Recursive AI and Geopolitics\n24:56 Optimism for the Next 200\n------\nRESOURCES\nJosh: https://x.com/JoshKale\nEjaaz: https://x.com/cryptopunk7213\n------\nNot financial or tax advice. See our investment disclosures here:\nhttps://www.bankless.com/disclosures⁠\nJosh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.","thumbnail_url":"https://img.transistorcdn.com/9Lu_z789-IzrmA97ogEUWzbSPY69Dj70clUckomsGq8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iYjA3/N2UyODc0NjIzZWFh/NWU2ZDBjODE3MTQ0/ZTJmYy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}