Limitless: An AI Podcast

Thank you for bearing with us. Today, we're going to discuss some big changes happening for us and our show. We'll also give some high level perspective on the rapid progress in AI, from early model demos to current tools for games, video, agents, and scientific research.

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TIMESTAMPS

0:00 New Era Begins
7:23 Why Josh Moved On
9:46 AI Progress Accelerates
13:37 Personal Agents Surge
16:17 The Adoption Gap
19:08 Robotics and Wetware
21:09 Compute Spends Explode
24:22 AI Penetration Reality
28:10 Better Questions Ahead
29:24 Team Gratitude Roundup
31:05 Thanking the Audience
34:05 Where To Find Us

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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

Josh 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.

Creators and Guests

Host
Ejaaz Ahamadeen
Investor & Host of the Limitless AI Show. Former Product at Coinbase and ConsenSys
Host
Josh Kale

What is Limitless: An AI Podcast?

Exploring the frontiers of Technology and AI

Josh:
What's up, everybody? Welcome back to Limitless. You probably have some questions.

Josh:
It's been a little while.

Josh:
What has it been? Three weeks and two days, something like that.

Josh:
Not that we've been counting, but we have some updates. This is an update video

Josh:
letting you know what's been going on over the past few weeks,

Josh:
what will be going on over the next few weeks, months, and hopefully years.

Josh:
And as you can see, Vijay is right by my side. Things are good.

Ejaaz:
I don't know which side you are, Josh.

Josh:
All is well, yeah. I think, yeah, you're giving, wait, I'll give the hug,

Josh:
put the arm out. There we go. Yeah, there's our virtual hug.

Josh:
All is well. We have some updates. Ejaz, you want to fill people in about what's been going on

Ejaaz:
The last few weeks? Oh, what hasn't been going on?

Josh:
It's been excruciatingly painful. Listen, we miss you guys so much.

Josh:
And we see all the messages.

Ejaaz:
We have missed you guys. Yes. Can we talk about the messages, Josh?

Ejaaz:
The amount of people that have messaged me, and I'm sure it's been the case

Ejaaz:
for you as well, being like...

Ejaaz:
Have you and josh broken up like is everything good between you and josh just

Ejaaz:
to address the the rumors josh and i are very well i can still see him in his

Ejaaz:
window well actually there's a building that's obstructing his view but he's still we.

Josh:
Live right next to each other also and the messages the outpouring of messages

Josh:
has been so kind and so generous and it's really nice to to see the support from the people who have

Ejaaz:
Watched yes it has and okay so let's go through like a quick kind of i guess

Ejaaz:
list of things that have been happening um,

Ejaaz:
the first thing is we've been working on some stuff behind the scenes and what

Ejaaz:
that looks like is a new partnership that comes in the form of this company

Ejaaz:
that had been listening to us and we're actually fans of the show they've been

Ejaaz:
listening to us for about

Ejaaz:
three to four months and they kind of reached out they were like hey how can we

Ejaaz:
work with you you know you guys are looking for like sponsorship or like you

Ejaaz:
know you want to expand the show and build it on a bigger scale and so that's

Ejaaz:
what we've been working on behind the scenes.

Ejaaz:
And it's been excruciating not being able to talk about it with you guys and

Ejaaz:
figure out how to communicate with this and put out new episodes for you folks.

Ejaaz:
But we've finally reached a point where we're comfortable enough to do that.

Ejaaz:
And we're excited to be back on the show. So I guess update number one is Yahoo

Ejaaz:
Finance has agreed to work very closely to put out AI content to you.

Ejaaz:
We talk about all the headline news, trending topics, new releases,

Ejaaz:
new models, but there is also another update.

Josh:
Yes, when EJ says us, he means us a little more sparingly than normal. Because...

Josh:
As of now, this is going to be a different type of show where I will be less

Josh:
involved. And this is the part that breaks my heart.

Josh:
As this whole process was going on with Yahoo and we were figuring out how to

Josh:
transition, some of you who have been sleuthing around the internet realized

Josh:
that I also had a role at Anthropic as a contractor.

Josh:
I have decided to continue to pursue that and continue to work at Anthropic

Josh:
as a full-time job at a full-time capacity.

Josh:
And it's doing similar stuff to what we're doing here on the show.

Josh:
Oh, it's creating content. It's talking about AI. It's just doing so at the

Josh:
place that we talk about on all of our episodes. And it was really difficult.

Josh:
Ejaz and I, we worked through a lot of the logistics of what this would look

Josh:
like and just kind of making sure it was cool by everybody.

Josh:
So instead of me being the host of every episode, I will be involved much more

Josh:
sparingly. I'm here today. I will hopefully be dropping in every once in a while.

Josh:
But Ejaz is now going to be shepherding you through the singularity and beyond

Josh:
for all of these daily episodes.

Josh:
And like, I do have to just thank everyone for the support and just like being

Josh:
here today in general, listening to this episode, you guys, this is number two, three, four.

Josh:
We've recorded 234 episodes of the show, which is just like an unbelievable

Josh:
journey that we've gone on over the last, what has it been like 15, 16 months.

Josh:
And the support that we've garnered over the last year from all the people who

Josh:
just reached out over the last couple of weeks, concerned, wondering where we've

Josh:
been, missing their favorite daily show.

Josh:
It's been so nice and just really sweet to...

Josh:
To feel the, I guess, like compassion from the audience that we've,

Josh:
we've built the community that we have and like miss you.

Josh:
We'll miss you, but we'll continue to provide content on a regular basis through

Josh:
our pal over here, Ejaz, who is now, I will say much more resourced.

Josh:
Ejaz will be in a studio filming a real show, um, and doing so at a regular cadence.

Josh:
So it's yeah, kind of a weird, weird, big change, tough change to talk about.

Ejaaz:
It's huge.

Josh:
But, um, but like a new, a new chapter a new era for for both of us

Ejaaz:
I want to address the you moving on to anthropic because it's kind of like going through a breakup josh i

Ejaaz:
i i told you this like the pit in my stomach definitely reassures dude i i was

Ejaaz:
like like we've been friends for so long and like we started this show literally in our bedrooms

Ejaaz:
stemming from conversations that we had offline before we ever sat in front

Ejaaz:
of a camera and so dude it's like extremely bittersweet and i've i've said all

Ejaaz:
of this to you off camera but like,

Ejaaz:
gonna miss you man like seriously like it's and we have like had

Ejaaz:
the most funnest times i've had the most funnest times ever on this show and

Ejaaz:
i'd be lying if i said that like you know um the new version would be would

Ejaaz:
ever feel the same um i don't think we can ever replace you but the intention of

Ejaaz:
the new version of this show is

Ejaaz:
that we maintain that core kind of like dna um and and that's you know it's

Ejaaz:
going to be me for now and i'm going to try my hardest to meet the very high

Ejaaz:
bar that we, you and I set on this show so far.

Ejaaz:
And hopefully, hopefully bring the type of content and insights and sometimes

Ejaaz:
very unhinged takes that you guys have been used to listening to.

Ejaaz:
And I want to emphasize the point that you just made, Josh, which is like the.

Ejaaz:
Loyalty and outpour of support that we've seen from you folks just over the

Ejaaz:
last couple of weeks has been insane.

Ejaaz:
You said it was three weeks, Josh. It has felt like three months.

Ejaaz:
I don't know about you, but like, it has felt like an eternity.

Ejaaz:
And there have been times where I'm like, I get these DMs and I'm like,

Ejaaz:
I really want to explain what's going on, but like I can't. And it's this really

Ejaaz:
difficult thing where we're still trying to work through some operational challenges.

Ejaaz:
But yeah, like it's going to be a new version of the show and I'm super excited to do it.

Ejaaz:
I hope you guys will join me and us and producer Luke, who's still behind the

Ejaaz:
scenes, joining us on this new thing forwards as we kind of put out more content

Ejaaz:
and capture the frontier.

Ejaaz:
But the cool part is we've always said on this show, we've always kind of been

Ejaaz:
like this armchair critic or this armchair expert that has been yapping at you

Ejaaz:
guys, it'll be nice to have an official.

Ejaaz:
Subject matter expert in the form of Josh appear on the show every now and again.

Ejaaz:
In the arena, letting us know all the latest and greatest of what's going on

Ejaaz:
at one of the top research labs in the world, which is awesome to see.

Ejaaz:
The other thing I'll say is,

Ejaaz:
In this new partnership, it's very important that we maintain the core DNA of

Ejaaz:
this show, which has ended up being me, us, Luke, producer Luke,

Ejaaz:
and all the creative kind of aspects that come with that.

Ejaaz:
And I just want to emphasize that that is exactly what it's going to be.

Ejaaz:
We're going to try and maintain that high bar that we set between the two of

Ejaaz:
us and put out content that hopefully you guys enjoy. So you guys are very key and important here.

Ejaaz:
We don't have any restrictions. We can make whatever type of episode or show

Ejaaz:
that we want, and we take a lot feedback seriously so we hope you guys will

Ejaaz:
join us on that journey um and i'm super excited by it albeit a little upset

Ejaaz:
um that josh is moving on but i'm super pumped for you dude.

Josh:
Yeah i want to explain a little more context but i also want to share the lore

Josh:
of limitless because i don't think a lot of people know behind the scenes what

Josh:
actually goes on how big is the team how we get things done like everything that you see

Josh:
in limitless is done by three people and two of them are on screen right now

Josh:
we have a very small team we have a very lean team that pumps out four episodes

Josh:
a week and it's myself ejaz and producer luke who edits all the videos um luke is

Josh:
graciously going with ejaz to yahoo to continue that side of things and then

Josh:
i want to explain just a little bit of the thinking behind it because i feel

Josh:
like i do owe it to the people to just like share what

Josh:
What happened here so it's like the dream for me has there's been two parallel

Josh:
dreams which is one creating content to being at the frontier of technology

Josh:
all the things that we love all the things that we do um and then these two

Josh:
opportunities kind of happens within a few months of each other simultaneously

Josh:
one was to talk about the thing the other was to talk about the thing while building the thing and

Josh:
it feels like such a rare opportunity to contribute to a frontier lab in a meaningful

Josh:
way doing like what i'm responsible for is a lot of the content creation and

Josh:
the social channels and distributing videos and i'll be on a bunch of videos over there

Josh:
and it seemed like an opportunity that i could contribute as a non-technical

Josh:
person in a meaningful way that can make a difference and that to me was really

Josh:
important to to give it a try and see it through. And

Josh:
We chatted about it. I have all the faith in the world that after 234 reps,

Josh:
you're pretty good at this thing.

Josh:
And I think we're both pretty good at this thing. And the product will not die

Josh:
as a result. It will just look a little bit different. And I think that is okay.

Josh:
And we'll both still be creating content in our own worlds. And we'll both sync up when it makes sense.

Josh:
And I think that's like going to be, that's the explanation.

Josh:
At least that's kind of the reasoning and the thinking behind it.

Josh:
It's going to be weird though. and it's different because we dude so much has

Josh:
changed since we recorded episode one like episode one i think was may 17th

Josh:
2025 something around there i think it was sean mcguire as the guest

Josh:
I remember, like, I was going through a few of our episodes,

Josh:
particularly the new model launch demo episodes that I was, like,

Josh:
clicking through just to see.

Josh:
And I remember not even, what was it, like, eight or nine months ago,

Josh:
we were stoked just to have, like, a little sprite on screen running through

Josh:
a 3D world. Oh, my God. And that was, like, the coolest demo in the world.

Josh:
Like, we couldn't believe it. We posted a short about it. The short went viral.

Josh:
It was, like, our best performing short ever because, holy crap,

Josh:
you can prompt a model to make, like, a game.

Josh:
And fast forward to today it's like dude if you if you prompt a model you'll

Josh:
get like you're getting like call

Josh:
of duty now in one prompt it is like a full-blown triple a game in fact

Josh:
i was going to ask you if you've been interested about any topics recently because

Josh:
one of the things that i got one-shotted with recently was um the reverse compiling

Josh:
of games i don't know if you've seen this on x

Josh:
but like as an avid gamer myself i've loved gaming since the beginning of time

Josh:
i still play every day i got my controller right here on my desk it doesn't leave my side um

Josh:
people who've been using these ai models the more recent frontier ones they've

Josh:
been reverse compiling these games back to their source code rebuilding them

Josh:
in a different language to bypass the ip laws and then just allowing you to

Josh:
play them and remix them together

Josh:
i found this so unbelievable that you can have like portal 2 with call of duty

Josh:
zombies in one or i saw like tiger woods driving like a car through like

Josh:
A Zelda map and I saw like a chess game mixed with like Link and there's been

Josh:
so many of these remixes.

Josh:
People are jailbreaking PS5s

Josh:
now like on a regular basis. You can play any game you want for free and

Josh:
i was just telling ejes before i started this that i was recording a video um

Josh:
was getting ready to publish it and i had the the model edit the video for me overnight generate the

Josh:
animations make the cuts do the sound design and it's like the progress that

Josh:
we've had from episode one to now has been staggering and i think we could both

Josh:
agree that the rate of progress is still that vertical curve so

Josh:
i don't know what the hell is gonna happen the next few months but like dude

Josh:
it's gonna be busy like you might need six seven eight nine ten episodes a week to cover all this

Ejaaz:
Stuff or maybe i just need six seven eight nine ten versions of me to cover

Ejaaz:
all of this and people can guess kind of like what the ai generated version

Ejaaz:
of it because the video models are also getting super freaky.

Josh:
Did you see the new 11

Ejaaz:
Labs i don't know whether it was the 11 labs thing but it was this product from

Ejaaz:
tavis did you see this where it's like oh no a zoom call okay so there's this video

Ejaaz:
of this guy sitting down and he's having a zoom call with one of his colleagues

Ejaaz:
and they're talking about how they should like release like the announcement

Ejaaz:
of their product and she just goes,

Ejaaz:
well maybe we should just record us speaking as like the video oh my god yes

Ejaaz:
i saw this and then he goes yes do you think people will understand that you're ai and she goes,

Ejaaz:
it doesn't matter if they do or they don't like that's just and she had the

Ejaaz:
thickest scottish accent ever and her facial expressions were like very human-like

Ejaaz:
and she could see everything he could see so,

Ejaaz:
the joke i guess here is that like ai has accelerated so quickly since we started

Ejaaz:
the show i distinctly remember josh doing an entire episode i don't know if you remember this.

Ejaaz:
Comparing the personality of how the different models sounded.

Ejaaz:
Do you remember that? Where like Grok, the first version of Grok was basically

Ejaaz:
like extremely brash. And then you had GPT-4-0, extremely sycophantic,

Ejaaz:
agreeing with everything and we couldn't stand the thing.

Ejaaz:
And then we had Claude that was just like, just starting their ascent to fame

Ejaaz:
at that point where it was like, oh, this sounds actually smart and very reasonable.

Ejaaz:
And we should start using this model more. And I remember that resurgence fast

Ejaaz:
forward to today where now i am kind of using these models in an increasing

Ejaaz:
amount of tasks and just surface area of my life josh like,

Ejaaz:
recently um you asked me what i got excited about i've been obsessed with muse

Ejaaz:
meta's new personal super intelligence when.

Josh:
It came out i was like why can we not film an episode about this immediately

Ejaaz:
It's so sick it's.

Josh:
They beat johnny i have an open hair out of the punch they got the device out

Ejaaz:
How did zuck do that well i I guess, like, Zuck has built one of,

Ejaaz:
like, the largest, most successful social media suite of products ever,

Ejaaz:
right? Instagram, WhatsApp, Facebook, yada, yada.

Ejaaz:
And so he has all this data as to, like, you know, how people act,

Ejaaz:
what they want to buy, and he can help bridge that gap between them.

Ejaaz:
So using Muse, guys, if you haven't used this, and maybe we should make,

Ejaaz:
like, an entire episode about this as kind of, like, one of our comeback episodes,

Ejaaz:
but it's, like, it is so good and easy to use.

Ejaaz:
And the greatest part about this is there's so much competition popping up now.

Ejaaz:
You've got OpenAI last week releasing their version of this called Dots.

Ejaaz:
You've got Grok from Elon Musk, GrokBots, working more on like the...

Ejaaz:
Knowledge work side of things but this era of personal agents is something that

Ejaaz:
i'm very excited about because sometimes the model releases are now happening so frequently that i

Ejaaz:
don't know about you josh especially as you're working at anthropic but like

Ejaaz:
you kind of lose track of all the updates and like there's so many things going

Ejaaz:
on at once and you don't quite know

Ejaaz:
what model to use and when it's materially good for you and these personal agents

Ejaaz:
kind of act as the new medium the new layer honestly feels like javas dude i

Ejaaz:
was playing around or rather i was watching demos of,

Ejaaz:
OpenAI's new ultra mode or ultra fast mode where it spits out like 300 tokens per second.

Josh:
And so, X the cost.

Ejaaz:
Dude, yeah, 500 bucks because thank you, Jane Street, for dragging up the prices.

Ejaaz:
But they just like, the demo was of this guy not touching a single keyboard

Ejaaz:
and just kind of talking to his AI agent.

Ejaaz:
And when he would ask for a product, it would just appear in milliseconds in front of him.

Ejaaz:
So I just, when I compare this to episode one, I'm just like,

Ejaaz:
we have come so far. You and I have learned so much. And I honestly don't know

Ejaaz:
where all of this goes. It's just crazy.

Josh:
It probably just goes faster. I remember like the first time I was ever on Bankless,

Josh:
I spent so many hours trying to figure out like the best intro.

Josh:
And the intro was just like everything around us. It was a Steve Jobs quote,

Josh:
actually, which was like everything around us is made up of people no smarter than us.

Josh:
What happens when they are smarter than us? And we are like right on the cusp

Josh:
of that reality happening.

Josh:
And i believe the downstream effects of intelligence smarter than we are is like

Josh:
still near incomprehensible in terms of how it plays out but i think

Josh:
there is a high level of certainty that it's here and if it's not here it is

Josh:
like very imminent and it is happening this year um or next year and it's really

Josh:
remarkable just to see the acceleration of progress and to your point it's like

Josh:
i think the average model launch the the time was like weeks last year and now

Josh:
we're down to like 10 days or something like that and i'm sure that's just going to compress

Josh:
i'm really excited about the personal agent era i think having a personal assistant

Josh:
giving it a hardware embodiment whether it be through musa's device the open

Josh:
ai device that we're getting later this year that like

Josh:
dude whenever that happens we need we got to chat like when we finally solve

Ejaaz:
This let's go we've.

Josh:
Got to chat about that one because like oh man that's coming

Josh:
And it's this whole new paradigm where it's like this weird asymmetry, right?

Josh:
It's like there's been remarkable amounts of acceleration on the frontier,

Josh:
but then there has been a much more limited amount of,

Josh:
I guess, absorption from the general public where there are more users for ChatGPT

Josh:
today than there were last year, but not by the amount in which the intelligence has improved.

Josh:
So I think that we're at this now with this weird place where the rate of acceleration

Josh:
increases, but the rate of adoption is still a lagging metric.

Josh:
And i think like one of the most important problems is solving that lagging

Josh:
metric and that's done by all the people watching the show you got to tell your friends about

Josh:
what's going on how to use it how you use ai like what are you using your personal

Josh:
assistant for your grok bot your your dot from open ai whatever it may be um

Josh:
i think that's like a really important paradigm shift and then the sheer amount

Josh:
of intelligence man science biology

Josh:
if you could break down those things into quantifiable math like

Josh:
math seems close to solved right it's like we're solving all these impossible millennium problems

Josh:
um that probably creates a really interesting place in the next 12 months where

Josh:
it's like wow what if you can actually solve biology by breaking it down to

Josh:
numbers and then figuring it out using

Josh:
large language models like that seems kind of cool there's just so much stuff

Josh:
that's going to happen and it feels like this the stake not the stakes but like

Josh:
the importance of it gets larger it's like oh my god not only can it write your

Josh:
essays and like do your work but also it could save your life and i think i'm

Josh:
excited for like that jump to

Josh:
Oh, I don't want to use AI. It's scary to, oh my God, AI created this thing that saved my life.

Josh:
And that's like a really cool thing. So I'm hopeful that we get that next year.

Josh:
And like, therefore we get a sentiment shift around AI as a whole,

Josh:
which is generally been mixed as we've done this thing.

Josh:
In fact, I will say you just, when we started, people were a lot more favorable

Josh:
towards it than they are today. So I think there has been this like backwards

Josh:
momentum that hopefully will shift forward sometime soon.

Ejaaz:
Yeah, you're right. There's, there's been this sort of like doomerism that has

Ejaaz:
taken over especially with like all the frontier labs calling to kind of like

Ejaaz:
slow things down with all these like crazy ai agent hacks but

Ejaaz:
i think very little time is spent on pushing out all the positive advances that

Ejaaz:
we're making to your point i do think,

Ejaaz:
the gap between what's happening on the bleeding edge of the frontier like for

Ejaaz:
example what's happening anthropic opening and all these frontier labs versus

Ejaaz:
what the majority 99.9% of people actually understand is widening.

Ejaaz:
It hasn't gotten any closer. And when I think back to starting this show,

Ejaaz:
that was kind of the reason why we started it.

Ejaaz:
Because you and I were trying to figure all of this out. We were trying to unpack it ourselves.

Ejaaz:
We were looking for feedback. We were looking for an audience to kind of like

Ejaaz:
give us that feedback. So we were like, let's just film this show.

Ejaaz:
And that's the kind of like full intent of this show going forwards as well.

Ejaaz:
It's like kind of like trying to unpack the craziness that's going on.

Ejaaz:
Stuff that I'm excited about is, well, as a former biologist,

Ejaaz:
I will say on your point around moving from this world of software and just chatbots to,

Ejaaz:
physical wetware. And I know Anthropic is actually, you know,

Ejaaz:
working on like a biology lab that has advancements by robotics and,

Ejaaz:
you know, you can plug in cord and you can run a bunch of experiments physically, autonomously.

Ejaaz:
I know it's in those early stages. Like seeing more of that,

Ejaaz:
like Demis Fasibis is kind of like stepped down from his chief of AI role at

Ejaaz:
Google and is working on the same thing at, what is the name of his lab?

Ejaaz:
Isometric Labs or something like that?

Josh:
That sounds right.

Ejaaz:
Yeah, just seeing that come into real life, especially with robotics,

Ejaaz:
is going to be such a major trend and theme of 2027, in my opinion.

Ejaaz:
But there's also a case around fear, like people are worried that we are accelerating

Ejaaz:
too fast, and we need to build this in as constructive a manner as we can.

Ejaaz:
So the same tools that can be used to build all this amazing innovation,

Ejaaz:
solve math, solve physics, and build the cure for cancer can't also be used

Ejaaz:
for more malicious types of stuff.

Ejaaz:
And I think it's a very reasonable shout. And I think for those folks who are

Ejaaz:
worried about that, you have a right to be worried about those things.

Ejaaz:
But I guess the case that you and I have always tried to make on the show is

Ejaaz:
that it is way more optimistic than mainstream headlines make it out to be.

Ejaaz:
And it's our kind of like goal to kind of like, you know, I guess,

Ejaaz:
explain why that's the case.

Ejaaz:
I'm excited about the robotics stuff, dude. I was looking at,

Ejaaz:
what was it? There was an announcement from Brett Adcock. So he runs FIGA,

Ejaaz:
which is the US robotics lab, one of the leading robotics labs here in the US.

Ejaaz:
And they're announcing like their new personal agent called Hark.

Ejaaz:
I was, I got access to it. I was playing around with it last night. It's pretty cool.

Ejaaz:
But like, I don't know when this episode releases. Hopefully it's out by then.

Ejaaz:
I think it's releasing today or yesterday, depending on when you hit this episode.

Ejaaz:
Like we see hardware and software kind of like really merging together.

Ejaaz:
We see models iteratively being produced faster and faster.

Ejaaz:
Dude, the compute capex spend, do you remember like our first episode about

Ejaaz:
this where we were like, these billions and billions of dollars is a big number.

Josh:
Remember when it was billions?

Ejaaz:
Remember when it was billions? And then we have.

Josh:
Like kind of

Ejaaz:
These leaks, rumors, and like actual real figures from some of the biggest companies

Ejaaz:
in the world. I think between Google, Amazon, Meta, Microsoft,

Ejaaz:
and Oracle combined, they're spending upwards of $800 billion just next year.

Ejaaz:
Over the next 12 months, we see the price of memory still skyrocketing,

Ejaaz:
even though the last time we spoke about it was about a month and a half ago,

Ejaaz:
and we were like, oh, this might be the top.

Ejaaz:
Prices are still going up. Demand is still soaring. AMD CPUs with this new AI agent stuff is crazy.

Ejaaz:
It's hard to get my head around it because every time I think I'm being honestly

Ejaaz:
a little too optimistic about this stuff, and I'm trying to ground myself,

Ejaaz:
I'm like, but the numbers are telling me a completely different story.

Ejaaz:
I don't know about, as you can tell.

Josh:
It's not driven by debt. It's driven by revenue. And I think that's a big difference.

Josh:
And it's driven by like real value that's being delivered to the world.

Josh:
And like to your point about people disliking AI, I think like one of the most

Josh:
compelling arguments for it is that like almost all the problems that we face

Josh:
today are matters or like are downstream of a lack of intelligence or a lack of understanding.

Josh:
Like the reason why we get unhealthy is because we don't understand what makes

Josh:
us unhealthy. The reason why we can't build amazing structures and buildings

Josh:
and infrastructure quickly is because we don't have the materials,

Josh:
we don't have the manufacturing.

Josh:
It's all kind of downstream of increased knowledge. And as we as a society have

Josh:
gotten smarter historically, we have unlocked new technology like the internet,

Josh:
also like the nuclear weapon.

Josh:
Both of those things are good and bad. They have both upside and downside,

Josh:
but the net net of all of this technology, technological progress is that the

Josh:
quality of life of the average person is far better today than it was for the

Josh:
wealthiest person in the world, even a hundred years ago.

Josh:
And I see no reason in which that should change. In fact, it should accelerate

Josh:
even more so in terms of volatility. Sure, because there's a lot of uncertainty.

Josh:
There's a lot of change. Change is difficult to manage.

Josh:
But on the other side of that, it's, well, now we have intelligence that not

Josh:
only could we figure out, but we could use this artificial version that's smarter

Josh:
than us, that could think for

Josh:
Millennium worth of time in like a couple of days to solve these problems that

Josh:
we could then take and use to improve our life so i think that's a really cool

Josh:
really exciting thing to think about is like

Josh:
every problem is downstream of a lack of intelligence we are now able to generate

Josh:
intelligence at the cost per per watt per like ray of sunshine on the planet

Josh:
we can convert that ray of sunshine into thought and like that's such a brilliant thing and i think

Josh:
the back half what comes on the the backside of that it's just this like unbelievable

Josh:
new future that does things that like we can't even imagine and this is the

Josh:
early stages it's like i have to keep reminding myself how fast this has gone

Josh:
this still is like day one it's like oh remember the internet when you had like

Josh:
dial up connection and you had to like type onto like a message board and it

Josh:
was just text and then you got video and it's like

Josh:
this feels like that time and there's so many downstream effects this is a wave

Josh:
that is never gonna end there's

Josh:
there's like only ever gonna be a need to record more of these episodes because

Josh:
there's just going to be so much stuff happening.

Josh:
And I think like it's there's it's very easy to have a pessimistic view and

Josh:
to join these groups of people to feel as if you are

Josh:
Part of something special but i think the more interesting

Josh:
place to be is joining the groups who are focused on making the change happen

Josh:
so like you don't need to sit there and yell on the internet you can go and

Josh:
like get in the arena and do the thing and i find that once you start doing the thing it's like

Josh:
people start to realize like oh my god wait this is actually pretty amazing

Josh:
um and this is unbelievable technology and

Josh:
this is a really exciting future man it's just gonna to get crazier it's like

Josh:
so fast the the curve is straight vertical and it shows no signs of slowing down

Josh:
and my god what a fun journey it's been and like what a crazy journey it's going

Josh:
to continue to be over the next few like days

Josh:
weeks months year like it doesn't stop and oh it just gets me really excited

Josh:
for for the future and all the cool stuff that's coming from it

Ejaaz:
I saw this crazy stat from i think it was the a16z team two days ago where um,

Ejaaz:
they talked about like ai penetration across like the entirety of the US or

Ejaaz:
US households in general.

Ejaaz:
And the number was like 2% in terms of like power users that had used AI chatbots

Ejaaz:
beyond just like an average Google search.

Ejaaz:
And honestly, it's something that I believe when you kind of like step out of

Ejaaz:
like the Twitter bubble.

Ejaaz:
And when you speak to people that are kind of like just doing kind of normal nine to five

Ejaaz:
jobs, they've heard of the AI thing, but they have by no means kind of like

Ejaaz:
downloaded or use an open source model or used one of these personal agents

Ejaaz:
or understood like what you could potentially use these different tools for

Ejaaz:
beyond just kind of like a chatbot.

Ejaaz:
And that just gives me so much hope towards...

Ejaaz:
Productivity of humanity and where we're kind of like moving towards in terms of like,

Ejaaz:
inventing brand new things like when i think back to kind of like history in general,

Ejaaz:
the craziest or the hardest challenge that humanity has always faced is,

Ejaaz:
how do we invent a solution towards some kind of a problem and to your earlier point

Ejaaz:
with ai the idea here is is you can just kind of apply it blanket to anything

Ejaaz:
and every kind of problem and whether

Ejaaz:
it's physical or software it will eventually be able to figure it out.

Ejaaz:
About six months ago, that was crazy for anyone to kind of like conceive of,

Ejaaz:
bar maybe like a couple thousand people in the world.

Ejaaz:
And now you have an internal model that was trained for, I think it was 11 days

Ejaaz:
at OpenAI, that has reportedly solved hundreds and hundreds of open standard math problems.

Ejaaz:
And now mathematicians are kind of scratching their heads thinking,

Ejaaz:
Okay, one, how do we feel about this? Because we've just dedicated our entire

Ejaaz:
lives to figuring this out. Number two, how do we understand what the solutions

Ejaaz:
are? Josh, I don't know if you, remember we covered the whole Navier-Stokes

Ejaaz:
thing like back in the day, right? Back in the day, it was like three weeks ago.

Josh:
A month ago.

Ejaaz:
Navier-Stokes was like this millennium problem. There's like seven of them.

Ejaaz:
And if you solve it, you get like a million dollars. OpenAI figured it out with,

Ejaaz:
you know, one of their internal models.

Ejaaz:
Mathematicians still haven't been able to go through the solution that they

Ejaaz:
created, that the model created, because it's so hard for them to kind of wrap

Ejaaz:
their heads around. So it's like this weird thing where it's like,

Ejaaz:
okay, maybe the humans don't check the work of the AI. Maybe it's another AI.

Ejaaz:
And I think the fear that comes from that is like, well, AI is just going to

Ejaaz:
automate a bunch of our cognitive load.

Ejaaz:
And I think the important part about this technology is it should be used as

Ejaaz:
a tool very much in the same way

Ejaaz:
that the internet has benefited so many people by being used as a tool.

Ejaaz:
If you use AI as kind of like a thought partner, as something to make you smarter

Ejaaz:
and teach you different things, you could actually end up having the opposite

Ejaaz:
effect where you just become a way smarter, way more productive version of yourself

Ejaaz:
in a very short period of time.

Ejaaz:
And I hope that's what kind of like the show and the stuff that we talk about

Ejaaz:
inspires. That's what inspires me, at least. I know that's what inspires you,

Ejaaz:
Josh. So yeah, I think that's basically it. Is there anything.

Josh:
Else to catch folks up on? I mean, yeah, it's just like AI, AI is a means to

Josh:
asking better questions.

Josh:
And right now it's solving our existing questions. But man, how cool is it going

Josh:
to be when it starts to ask

Josh:
more interesting questions that we can't comprehend, that unlock all the secrets

Josh:
of our universe it seems like a reality that's coming i read a lot of sci-fi

Josh:
which helps kind of synthesize what this is like

Josh:
asimov has the last question which i think it's a short story everyone should

Josh:
go read and it's about the idea of asking better questions until eventually

Josh:
the world just reaches the heat death of the universe and like everything is

Josh:
a form of intelligence there are two camps you can choose to be the pessimist

Josh:
you can choose to be part of belonging of like this like armchair critic or you can choose to like

Josh:
take the more noble side, I think, and fight the good fight and see how this

Josh:
can actually change the world for the better. And that's what I would encourage

Josh:
everyone to do. I did want to leave with some thank yous because they are in

Josh:
order. This has been one hell of a journey.

Josh:
I first, Ejaz, co-host number one right here, could not have done this,

Josh:
all these episodes without you. So that like, oh my God, what a run it's been, what a run it will be.

Josh:
I'm so excited to continue to do this, to continue to hang out.

Josh:
We're still good, everyone.

Josh:
We live right next to each other we're neighbors he can't even if he wants to

Josh:
love you too man for better or worse we're doing the damn thing you broke my house

Ejaaz:
Yeah yeah we're good.

Josh:
Yeah and like to luke the producer who made all these episodes possible that

Josh:
dude edited so many episodes he could probably do it with his eyes closed he

Josh:
is the reason why we look so good on camera the reason why we say things that make sense he is the like

Josh:
the reference check for all the crazy ideas that happen in our head it's like

Josh:
no you cannot do this yes you should do this and it's oftentimes right and i

Josh:
trust him with deciding the topics for so many of these episodes.

Josh:
So many are gaveled by him.

Josh:
We like, Edith and I will both have an idea. Luke's like, we should do this

Josh:
one. We're like, you know what? I think you're right.

Josh:
He's like totally pivotal. We'll still continue to be involved and we'll still,

Josh:
you'll see his like hand pushing on this. There'll be a lot of similar themes

Josh:
and that'll be Luke in the background to Ryan and David, the bankless guys.

Josh:
They're the reason why this happened in the first place, particularly David,

Josh:
who took the bet to say like, hey, do you want to do this podcast thing?

Josh:
Like, I think you're pretty good at it. I think we can make something special.

Josh:
He believed in our ability to make this podcast and he was right.

Josh:
And I feel so much just like eternally kind of grateful for,

Josh:
for him, for believing in us, for allowing this to exist, for creating this

Josh:
entity that we now call like limitless and the show that we have and without

Josh:
his support throughout, like overwhelming levels of support, even

Josh:
against my resistance against it was like so critical. It's making this happen.

Josh:
And then one, one final shout out, which I have to make because we've published 234 episodes.

Josh:
And that is a tremendous amount of listening. And I don't know if anyone has

Josh:
listened to every single one, ourselves included, except for one person.

Josh:
My dad has listened to 234 of these episodes, every single word of every single one,

Ejaaz:
Which is just like this.

Josh:
Unbelievable feat and certainly supporter number one.

Josh:
So thank you for listening to all these episodes and yeah it's just the last

Josh:
one i guess is the people it's all the people that have been here for like

Josh:
an eternity for supporting us for making this happen for giving us the platform

Josh:
to be able to talk about this cool stuff every single day and you just like

Josh:
you mentioned this is not the end this is the beginning of a new era and

Josh:
i'm so excited for what that new era holds because if you thought the last 16

Josh:
17 months were crazy like oh buddy buckle up for the next one so for all the

Josh:
people who have been here commenting

Josh:
every single episode. You show up every single day, four days a week,

Josh:
soon to be five days a week, and watch these episodes, engage with us,

Josh:
follow along with us. Like, oh my God, a tremendous amount of gratitude for all of you.

Josh:
One of the things that we've been in awe about for so long is just the quality

Josh:
of our comment section. Ejaz, we talk about this every day.

Josh:
We have the most thoughtful and interesting and productive comment section,

Josh:
I think, on the whole internet. I've been doing the same thing for a while. We have

Ejaaz:
The best side of YouTube by far i don't know how you guys found us but thank you.

Josh:
So like seriously from the bottom of my heart thank you for making it exciting

Josh:
for us there's a world in which

Josh:
we get the doomer people in the comments and they hate everything and it just

Josh:
becomes this hard thing to do but it's so motivating waking up and seeing the

Josh:
support every day and that has been so critically important to to making this

Josh:
into the thing that it is today and

Josh:
that is that is the the thanks i feel really just like

Josh:
grateful for the run, excited for where it goes next. And...

Josh:
Man, what a freaking journey, dude. It's been, it's been like absolutely insane.

Ejaaz:
It's amazing. And I'm going to miss you now. That's like, there's no other way to put it.

Ejaaz:
We are going to miss you, but you're always welcome back to the show whenever

Ejaaz:
you want to come in and be our armchair expert.

Ejaaz:
And let us know about, you know, future model releases that we can break maybe

Ejaaz:
before anything comes out.

Ejaaz:
But, you know, it's, I'm excited about this new version of the show.

Ejaaz:
And I'm excited to most importantly, keep bringing new folks content.

Ejaaz:
It has killed me it has killed us not being able to put out an episode for so long,

Ejaaz:
but we're back baby and hopefully you enjoy this new version of the show and

Ejaaz:
you keep giving us feedback as has been so constructive if not just thankful

Ejaaz:
in the comments section please keep liking if you aren't subscribed please subscribe

Ejaaz:
turn on notifications that helps us out massively we are still on all the same channels

Ejaaz:
that you are typically used to,

Ejaaz:
if you are not subscribed or giving us a rating on Spotify, Apple Music or wherever

Ejaaz:
you listen, please do so as well most importantly, if you like our content if

Ejaaz:
you've been OG listeners of the show let us know in the comments Josh, you just mentioned,

Ejaaz:
there are probably some people that have listened to almost all or most of our

Ejaaz:
episodes we want to hear from you guys, we want to give you guys a shout out

Ejaaz:
because we read every single comment,

Ejaaz:
we love you guys, we wouldn't be where we are today if it wasn't for you guys

Ejaaz:
and it's going to be the exact same case as we push forwards into the new frontier.

Ejaaz:
Of this show going forwards thank you guys so much for listening.

Josh:
And yeah and i got to tell people where where to find us also so like please

Josh:
i'm not disappearing off the face the internet

Josh:
here handle right here at josh gale you can go follow for personal stuff we'll

Josh:
be showing up on the claude youtube channel ejes you have a gazillion followers

Josh:
on x you probably post like 12 times a day so

Josh:
that would be his handle that's where you can go find out about that and then

Josh:
these channels of course will begin to get active again i believe ejes you've

Josh:
been recording some episodes for the yahoo channel it's like kind of figuring

Josh:
out where all these things are going they'll

Ejaaz:
All live here just to be clear they'll all live here yeah so.

Josh:
You don't have to go anywhere else for that but yeah i think that's the update

Josh:
thank you all so much for watching thank you all so much for being here along

Josh:
this journey and we'll see you soon