Limitless: An AI Podcast

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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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

Creators and Guests

Host
Ejaaz Ahamadeen
Host
Josh Kale

What is Limitless: An AI Podcast?

Exploring the frontiers of Technology and AI

Ejaaz:
OpenAI announced they're building their very own AI chip, custom designed for

Ejaaz:
OpenAI models, Codex, ChatGPT.

Ejaaz:
But the craziest part was it was designed by their AI models themselves.

Ejaaz:
Everything from the software stack to potentially even the hardware design itself

Ejaaz:
was made by OpenAI's internal model, as well as Codex, their coding model.

Ejaaz:
It's going live in nine months, which is absolutely crazy. Typically,

Ejaaz:
these things take one to two years to at least design and build the first couple of prototypes.

Ejaaz:
So the fact that OpenAI is entering this market is the first real example of

Ejaaz:
an AI lab owning the entire stack, going from hardware all the way to frontier

Ejaaz:
AI models. Now, in other news, we've seen a few rumors.

Ejaaz:
Fable 5, the most powerful model from Anthropic, might be coming back a lot more on that.

Ejaaz:
And Micron absolutely killed their earnings report, blowing every bare expectation

Ejaaz:
out of the water and expecting to make more revenue than nvidia did in q3 of

Ejaaz:
last year a lot of stuff to go through today

Josh:
Is spicy little jalapeno look at that this is exciting it's it's fun to see

Josh:
the open ai team move into i guess enterprise hardware is what we would call

Josh:
this they're making their own chips

Josh:
and who's the last company that made their own chips we have google who has

Josh:
their tpus incredible amazon has tranium and now

Josh:
open ai has their own jalapeno chips and it's important to note that they're

Josh:
going the same route as amazon and as Google.

Josh:
This isn't a GPU, it's an ASIC. It is a chip specifically designed for a very

Josh:
narrow task instead of something general purpose.

Josh:
Traditionally, when OpenAI was to use NVIDIA's GPUs, the bottleneck isn't actually

Josh:
the compute, but instead it's the memory that sits on the chip.

Josh:
So at any given time, they're paying for 100% of the GPU, but they're maybe

Josh:
using 70 to 80% of the capacity because they're limited by that memory bandwidth.

Josh:
What these accelerators are going to do with this asic chip whatever this jalapeno

Josh:
chip is the idea is that it's going to be used for inference it is going to

Josh:
be purpose built to supply ai tokens very very fast and to be fully utilized and that utilization

Josh:
when vertically integrated creates magical things we always talk about this

Josh:
on the show about apple and their m series chips

Josh:
and how it was such a step function improvement in.

Josh:
Every single aspect of the devices. It was like a day and night difference overnight

Josh:
when they released this chip.

Josh:
There's an opportunity for OpenAI to do that now because owning the stack allows

Josh:
you to squeeze out so much more efficiency than you have anywhere else.

Josh:
And it's very exciting to see them build a chip that looks something like this.

Josh:
I liked the idea that they used ChatGPT to actually accelerate the creation

Josh:
of this chip. I think it was nine months, which is pretty damn fast.

Josh:
And you have to assume that these two things are going to exist in parallel,

Josh:
right? It's like as Chachi Petit gets better, it is able to help with the tape

Josh:
out and the design of this chip.

Josh:
As the chip gets better, it's able to process tokens more efficiently and better.

Josh:
And it's this like kind of cycle that this flywheel that they're starting.

Josh:
And I think this is step one. I mean, it's very exciting to see them getting in the game.

Ejaaz:
I think the entire story for this has got nothing to do with the chip and more

Ejaaz:
so that the models were used to design the chip. So like the way I see it is,

Ejaaz:
The most scarce resource that every single AI lab that's fighting out for the

Ejaaz:
number one position has right now is compute.

Ejaaz:
And where you apply that compute defines whether you're going to win the race or not.

Ejaaz:
Now, for the last nine months, or for the last year, at least,

Ejaaz:
Anthropic has made it very clear that it's coding.

Ejaaz:
So use the compute to train a better model that's better at coding.

Ejaaz:
If you own the best coding model, it can build pretty much the entire software stack.

Ejaaz:
Now, emphasis on the software stack.

Ejaaz:
What good is AGI or an AGI-like model if it runs on sub-optimal hardware?

Ejaaz:
So seeing OpenAI make this move, realizing that they've used all their compute

Ejaaz:
to train a model that can then build or design better hardware,

Ejaaz:
that then potentially makes sure that they spend less money

Ejaaz:
to run the same level of intelligence, means that they have more compute in

Ejaaz:
the future to build whatever model that they want, and it runs on optimal uh

Ejaaz:
inference or whatever hardware stack that they build so this to me is like uh

Ejaaz:
that kind of like mind-blowing moment that i had

Ejaaz:
Uh whatever a year ago when called code went live i was like oh my god

Ejaaz:
coding is the future opening is kind of like strategically made a very cool

Ejaaz:
decision here where they're like

Ejaaz:
no we want to own the hardware as well and we don't want to rely on nvidia and

Ejaaz:
we're going to partner up with broadcom we're going to partner up with mediatek

Ejaaz:
which by the way like these are companies broadcom is publicly traded so this

Ejaaz:
is these are companies that like

Ejaaz:
could potentially rival NVIDIA in the future to build their own chip.

Ejaaz:
And the fact that they're releasing it,

Ejaaz:
by the end of this year, is just a sign of the times that OpenAI,

Ejaaz:
that doesn't have any scaling hardware experience, has been able to accelerate

Ejaaz:
this using their own model. So it's the first real proof that you can do this,

Ejaaz:
not just on the software scale, but on the hardware scale.

Josh:
It's just very cool. Yeah. You know what other chip Broadcom makes?

Josh:
Google's TPUs. It's the same company that makes the TPUs that are actively working today.

Josh:
And Broadcom's CEO actually said these are on par with the NVIDIA Blackwell chips.

Josh:
This is really exciting. I mean, it's cool to see open ai move into more hardware

Josh:
feels like they're becoming this well-rounded entity they have the consumer

Josh:
hardware angle that they're working on with the love from team and johnny ive

Josh:
they have this enterprise hardware that they're using for their vertically integrated

Josh:
stack of like actually generating tokens and then they have this large software

Josh:
pillar that exists both in enterprise and consumer and it's like all right open

Josh:
ai you could like start to see them planting the seeds for these pillars you remember.

Ejaaz:
What our number one critic was for the consumer device right josh we were like,

Ejaaz:
we're excited about this, but like, will they be able to scale this at all?

Ejaaz:
And they've been able to do this for like the hardest technical chip architecture

Ejaaz:
ever. It's just, it's impressive,

Josh:
Man. I'm very excited about it. We also have other news that I must ask you

Josh:
about, EJ, as our resident investing consultant in the world of AI and memory.

Josh:
Because I remember talking about Micron, like, I don't know,

Josh:
maybe a couple months ago, six months ago, maybe 12 months ago.

Josh:
And it was like a small fraction of what it is today. It seems like these memory

Josh:
stocks continue to just go up.

Josh:
Every day, I'm looking at them plus 15%, plus 15% with no end in sight.

Josh:
And Micron just reported earnings and they continue that trend.

Josh:
I think they're up 20% this morning as we're recording this.

Josh:
Yeah, that's unbelievable. 17.5%.

Ejaaz:
What's 2.5%?

Josh:
Like, tell me, Micron, can you just actually zoom out for a little bit on six

Josh:
months maybe? Just so we could see a little bit of the trajectory.

Josh:
Yeah. Like that's crazy. A 10X in six months.

Ejaaz:
Yes, exactly. Yeah, exactly. 10X in six months.

Josh:
Oh, wait, no, sorry. That's a 3X in six months. $1,000 of gain.

Josh:
That's probably the correct.

Ejaaz:
Either way, they're up a lot. So the question then becomes, what's going on

Ejaaz:
with Micron? What's changed? Has something novel broken through in the AI memory

Ejaaz:
trade? We've spoken about this a lot on the show before.

Ejaaz:
It goes something like this. If you have an AI chip, if you're using AI models,

Ejaaz:
if you want it to understand you, if you want it to remember stuff about you.

Ejaaz:
Guess what? You need memory for it to store all the information about you.

Ejaaz:
Now, there's two ways to store it.

Ejaaz:
You can have memory on the chip itself, or you can have memory that's live in

Ejaaz:
the session that you basically need a lot of memory.

Ejaaz:
Micron is one of the key suppliers. They're actually number three,

Ejaaz:
believe it or not, but they're the number one American supplier of memory chips.

Ejaaz:
And they had their earnings report go live after market trading hours yesterday.

Ejaaz:
And I'm not kidding. They blew it out of the water.

Ejaaz:
$41 billion in quarterly revenue. For context, that is around 15% more revenue

Ejaaz:
than NVIDIA, the largest, most valuable company in the world,

Ejaaz:
made this time last year.

Ejaaz:
Their projected revenue for the next quarter is going to be around $55 billion,

Ejaaz:
making $38 billion profit off of that, which is, again, record-beating,

Ejaaz:
way more than NVIDIA made this time last year.

Ejaaz:
To provide context, they make one component for the entire GPU or chip architecture.

Ejaaz:
So the reason why the stock is rallying is not just because it beat its earnings, believe it or not.

Ejaaz:
It's because it disproved a very important theory that a lot of bears have on

Ejaaz:
the AI memory trade, which is the memory trade has topped. There's too many people in it.

Ejaaz:
This week, literally two days ago, the Korean Stock Exchange had to shut down

Ejaaz:
because too many people were over-levered. they were borrowing money and buying

Ejaaz:
into this stock and buying into like Korean memory stocks, SK Hynix and Samsung.

Ejaaz:
And basically, they said like, this is too much. The trade is overcrowded.

Ejaaz:
What the earnings report from Micron revealed yesterday is that the demand hasn't even started yet.

Ejaaz:
This week, they signed a very important partnership with, you might have heard

Ejaaz:
of this company, Anthropic.

Ejaaz:
They signed a pretty huge deal with Anthropic, basically saying that they're

Ejaaz:
going to be the prime memory provider for all Anthropics GPU co-partnerships going forward.

Ejaaz:
And maybe if they build their own ASIC in the same way that OpenAI just released

Ejaaz:
or announced Jalapeno, they will also use Micron.

Ejaaz:
So the idea here is memory demand is going up way, way, way more exponentially

Ejaaz:
than memory optimization can happen in models. So let's say you create a new

Ejaaz:
model that demands less memory.

Ejaaz:
It doesn't matter because the demand for more people using more agents etc that

Ejaaz:
require even more memory is there and micron is going to be the primary provider

Ejaaz:
of that that's why the stock is up almost 20 this morning it would disprove in the best

Josh:
In the case that like the even the ai train stops there are other use cases

Josh:
for memory it's like everything is requiring memory and that next thing is that

Josh:
physical ai the robotic demand it's like all the the physical infrastructure

Josh:
that's going to be built with ai

Josh:
all of these things need memory all of the autonomous robo taxis that are on

Josh:
the road need memory all of the future optimists and humanoid robots that are going to be deployed.

Josh:
They all need memory. Everything needs a tremendous amount of memory to process.

Ejaaz:
Josh, you have a Tesla, right?

Josh:
Yes, I do.

Ejaaz:
Guess how much more memory your Tesla requires than the average car that has a smart system.

Josh:
Oh, that's a great question. I have no idea. Do you know the number?

Ejaaz:
Five to eight X, depending on the model. And guess what? The later models need

Ejaaz:
more memory. So the trend basically is as these autonomous vehicles go live

Ejaaz:
and improve version over version, you need way, way more memory.

Ejaaz:
There's only three suppliers. Micron is number three. You do the math.

Josh:
That's unbelievable. What a great opportunity for Micron. And they're also doing

Josh:
stuff outside of just publishing great earnings. They're signing deals with

Josh:
pretty large companies. The most recent one being Anthropic,

Josh:
you might have heard of them.

Josh:
It sounds like they are now officially working together. What is the capacity

Josh:
of this deal? What does the deal actually consist of? Do you know? Yeah.

Ejaaz:
So basically, Anthropic has a ton of investments in data centers in general,

Ejaaz:
and a lot of it is to do with GPUs.

Ejaaz:
But in order to kind of make sure these GPUs work well together and

Ejaaz:
in the future where Anthropic wants to create their own inference chip in the

Ejaaz:
same way that OpenAIR's created Jalapeno, they need to design the perfect memory

Ejaaz:
architecture and the custom racks to be able to suit the memory implementation

Ejaaz:
into all these different chips.

Ejaaz:
What better way to do that than not hiring a staff team on your own,

Ejaaz:
but partnering up with the number one memory or the number three memory company,

Ejaaz:
but the number one memory company in the US that is like completely beating earnings.

Ejaaz:
So now what Micron is going to do is they're going to form a team,

Ejaaz:
they're going to place it in Anthropic, and they're going to work very closely

Ejaaz:
with the Anthropic team on any chip architectures that they build in the future.

Ejaaz:
And you might be wondering, well, isn't this a conflict of interest?

Ejaaz:
Well, actually, Micron put in a pretty large check into Anthropic's recent Series H round, I believe.

Ejaaz:
So they're also part owners of Anthropic. So it's all kind of like this symbiotic

Ejaaz:
kind of like thing that they're in right now.

Josh:
Well, there's also another fun news update that we have to share because there

Josh:
is a Mythos class model that is coming. And it's not from where you would expect.

Josh:
It's from Meta, who claims they are on the way to their Mythos class model.

Josh:
This sounds amazing. This is very exciting on paper.

Josh:
The problem is the timeline of the Mythos class model.

Josh:
It seems like there is no timeline at all to what it's going to be.

Josh:
Is it nine months? It's nine months.

Josh:
Okay, so in the time it takes to birth a human child, Meta will somehow figure

Josh:
out how to create a Mythos class model.

Josh:
And it begs the question, it's like, well, if you're getting to Mythos in nine

Josh:
months from now, then what is the future Mythos class model going to look like in nine months?

Josh:
And that seems like a bit of a problem for them. I mean, that essentially puts

Josh:
them behind the open source labs, right? Because the open source labs are six months behind.

Ejaaz:
It's going to look worse than an open source model. So the irony is you have meta that went from

Ejaaz:
building and releasing models in an open source fashion to then becoming closed

Ejaaz:
source because they had this super special model that they were training only

Ejaaz:
to get outcompeted by all the Chinese AI labs that have a better open source model.

Ejaaz:
Definitely in nine months time this is crazy it's

Josh:
Crazy time yeah so i mean is meta cooked i don't know we do have some good news

Josh:
at least on the meta front in the sense that they they revealed some glasses

Josh:
they have some glasses now um which i thought were actually great it's.

Ejaaz:
Already low josh come on

Josh:
So here on the right we have evan spiegel's glasses from snapchat that were released earlier,

Josh:
this week last week i think and uh they were horrendous they were nothing short of just an abomination,

Josh:
zuck tried his own version of this which we know meta has been working on these

Josh:
smart glasses and you know what

Josh:
i think it's a home run for what this is i think they did a great job they partnered

Josh:
up with kylie jenner who we're seeing on screen to do the i guess promotion

Josh:
to be the face of it she has a voice when you talk to the ai and what i like about these,

Josh:
is the lack of ambition within them and i think they have kind of grounded themselves

Josh:
in reality here where a lot of people are trying to do the heads-up display

Josh:
like the virtual display that requires a lot more technology baked into it

Josh:
these glasses they look reasonable they don't look any different than normal

Josh:
glasses which is great they have a microphone built in they have the speakers

Josh:
built in and they have two cameras on the sides and it's enough to be that,

Josh:
like intermediary interface with ai that isn't quite your phone,

Josh:
but it still exists on your face and you could still engage with it so i think

Josh:
like from a product standpoint this is the most exciting offering to date as

Josh:
it relates to smart glasses how useful are they not super useful maybe they're

Josh:
just a fun gimmick now but I thought they did a really nice job.

Ejaaz:
You know what? I would buy this product if Apple released it because,

Ejaaz:
okay, if you're not going to give me a visual display on my lens,

Ejaaz:
if it's just going to be basically speakers and a microphone,

Ejaaz:
it should feed into some sort of device.

Ejaaz:
I'm not pulling up the Meta app on my iPhone. Like that, ew.

Ejaaz:
Like I will just use whatever Apple creates in the future.

Ejaaz:
Now, is it sleeker and is it cheaper than their Ray-Ban display,

Ejaaz:
which was ironically their flagship announcement from their hardware conference?

Ejaaz:
Less than probably nine months ago last year um like yeah cool that's better

Ejaaz:
um but is it actually going to be practical and useful to me

Ejaaz:
uh i'm not entirely convinced by it but is it better than snaps glasses and

Ejaaz:
will i more likely wear it yes um i heard a hilarious rumor that

Ejaaz:
uh can leon's is happening right now it's like a big kind of advertising influencer

Ejaaz:
type thing in france and apparently evan spiegel is over there trying to convince

Ejaaz:
robert downey jr to become one of his ambassadors for Snap Specs.

Ejaaz:
He's offered him $100 million.

Ejaaz:
And the fact that there hasn't been a confirmed headline out there just tells

Ejaaz:
you how bad some of the Snap Gosses is. So the bar is low.

Ejaaz:
But one of my major critiques of Zuck in the past for his hardware specifically

Ejaaz:
is he has not got the supply chain infrastructure to build it himself.

Ejaaz:
And he's proven me wrong. So, you know, I raise my hands.

Josh:
I hope they can pull it off. I really do. There's another unlikely combination

Josh:
of Ergus collaboration, we could call it, that is a little bit even more out

Josh:
of left field and Kyla Jenner and Meta.

Josh:
And that is A24 and Google.

Josh:
And yes, A24, the film production agency and Google, the technology company,

Josh:
they have announced a partnership to now work together.

Josh:
And it seems like they're going to work together on using these AI tools to

Josh:
further develop the storytelling ability of A24.

Josh:
And when I first heard the news, I was like, that doesn't really make sense.

Josh:
What does Google AI and Google DeepMind have to do with A24?

Josh:
And then I started thinking through like okay well they have the world models

Josh:
we know that they are excellent at world models we know that they have

Josh:
their vo class models the video generation models they have the music generation

Josh:
models that generate pretty good songs and generate lyrics they have nano banana

Josh:
which generates the visual images

Josh:
and then i'm like oh okay well actually yeah like all of the core pillars of storytelling

Josh:
can be made by these google deep mind models and they're actually like all pretty

Josh:
much sitting along the frontier in their respective capabilities so i think

Josh:
this is That's a pretty exciting news update that 824,

Josh:
people that make a lot of the movies that I think we all enjoy,

Josh:
they are now getting DeepMind models at their disposal. And I think that's, that seems pretty cool.

Ejaaz:
It's important to point out that this investment deal doesn't mean that Google

Ejaaz:
gets access to all the video content or copyright IP that A24 has.

Ejaaz:
In fact, there's a strict line that's been drawn that you can't train any future

Ejaaz:
Google VO or video models on A24 content.

Ejaaz:
That's not the goal of this deal. The goal of this deal is we want to be thoughtful

Ejaaz:
in Hollywood about not replacing human producers and directors, etc.

Ejaaz:
How do we build tools that amplify the work and taste that they have,

Ejaaz:
the vision, the ideas that they have?

Ejaaz:
That's the whole vision behind the tweet that you're seeing from Scott Belsky,

Ejaaz:
who is a partner and I think founder of A24 Labs, which is their kind of like research division.

Ejaaz:
And they decided that Google was the best partner to work with.

Ejaaz:
Google has the capital, they have all the data to kind of like feed into like

Ejaaz:
what the best tool might look like.

Ejaaz:
And they have the time, they have the patience, right?

Ejaaz:
You know, they have YouTube, they have a wealth of resources that they can pull

Ejaaz:
from that might help and aid A24.

Ejaaz:
Now, A24 has a pretty impressive roster of investors at this point,

Ejaaz:
Josh, they have Thrive Capital on their cap table.

Ejaaz:
And now they have Google, they're valued after this recent investment from google

Ejaaz:
at around 3.4 billion dollars making them probably one of the most valuable

Ejaaz:
producing uh hollywood studios there is out there

Josh:
Pretty crazy speaking of hollywood studios did you know that there is a film

Josh:
that was made already and completed about sam altman he has a biopic named

Josh:
artificial and i had no idea like today i learned that there has not only been

Josh:
a movie about him but it's already been made filmed produced edited and it is ready to be,

Josh:
is that the company that made it is not quite ready to reveal it to the world

Josh:
because I assume it does not show Sam under the greatest light, perhaps.

Josh:
We saw this happen once before with Zuck and the Social Network movie.

Josh:
I assume this is kind of generally along those lines. And it appears as if they've hit a roadblock.

Josh:
Why is there a roadblock, Ejaz? Why is this deal getting stopped?

Josh:
Why can I not watch this movie?

Ejaaz:
Well, that little company that produced this film goes by the name of Amazon.

Ejaaz:
They spent hundreds of millions. Ah, yeah, that one.

Ejaaz:
They spent hundreds of millions of dollars. You know, you might have heard of

Ejaaz:
Amazon Prime. They distribute to, you know, millions and millions of people all over the world.

Ejaaz:
So this was a big investment for them. They hired Andrew Garfield.

Ejaaz:
They put in a ton of money to make this film.

Ejaaz:
And then they signed a $50 billion enterprise relationship, cloud computing

Ejaaz:
specifically with OpenAI, to serve their models through Petrock.

Ejaaz:
And so they were thinking, hmm, if we release this movie that shows Sam Altman

Ejaaz:
in a bad light, that might damage our enterprise relationship.

Ejaaz:
So what we're going to do is we're going to cancel the release of the show,

Ejaaz:
and we are going to start shopping it out to other name labels,

Ejaaz:
other producers, one of which was A24. And they said, you know what?

Ejaaz:
We can't do this because Thrive's on our cap table and Thrive is one of the

Ejaaz:
biggest investors in open air.

Ejaaz:
So it's interesting to see the politics over here. Like these AI labs are getting

Ejaaz:
involved in a very meaningful way with these Hollywood producers and it restricts

Ejaaz:
what they can actually make.

Josh:
Okay, and to round out this week, there is a new feature from the Anthropic team named Claude Tag.

Josh:
Now, Claw Tag is a brand new way of working with the AI in a way that I think

Josh:
surprises a lot of people. We have this traditional LLM infrastructure,

Josh:
an interface that you can work with it.

Josh:
We have this claw, similar to like an open claw operating system.

Josh:
And this is now a new third way of engaging with AI, where it's built right

Josh:
into the place that you do your work, into Slack channels.

Josh:
And what's funny about this is it creates this multiplayer way of engaging with

Josh:
the AI and actually writing code and accomplishing tasks as a coherent workforce.

Josh:
A cool thing that I picked up from the launch video was that 65% of all of the

Josh:
code that Claude teams are producing is actually made through this new tool

Josh:
that was previously internal and is now made public named Claude Tag.

Josh:
So this is something that I think a lot of people who are in the workforce are

Josh:
going to be excited to try.

Josh:
It's a very novel way of kind of multiplayer tag teaming tasks and goals that

Josh:
are required through just general day-to-day work in Claude.

Josh:
And I think it's really fun.

Josh:
It's like you tag in Claude as if I were to tag in you, Ejaz.

Josh:
Like, hey, we need to get this agenda done for the show today.

Josh:
You just tag in Claude instead. And it has all the context. It knows everything

Josh:
from within the internal company database and is able to actually go off and

Josh:
complete tasks. It's pretty cool.

Ejaaz:
Yeah, just to be clear, this isn't a Slack update. This is a new way to work

Ejaaz:
with Claude code and Claude itself.

Ejaaz:
What I like most about it is it treats Claude like an actual person.

Ejaaz:
We go from this LLM chatbot to now a person that you can trust to independently do work.

Ejaaz:
That stat that you just quoted, the 65%, this is real product people with ideas

Ejaaz:
of things that they want to build, tagging an LLM, and the LLM gets what they want to build.

Ejaaz:
And they're like, okay, I'm going to go away and build this POV.

Ejaaz:
And I'll bring you back the mock up, I'll bring you back the kind of functioning model.

Ejaaz:
And you let me know if you like this, and then I'll go away and do it again.

Ejaaz:
So completely hands off, like most of the software engineers that are getting

Ejaaz:
paid hundreds of thousands of dollars, now don't actually handwrite code anymore.

Ejaaz:
It's Just very impressive. And I look forward to seeing the best ways to kind

Ejaaz:
of like use a specific tool. But that brings us to the end of the docket today.

Ejaaz:
We have one final announcement, which is equally as important as every other

Ejaaz:
thing that we're talking about on today's episode, which is we have a newsletter.

Ejaaz:
It goes out to 100,000 of you. And Josh just wrote a banger of an essay that's

Ejaaz:
going to go out. And we also include the five weekly highlights,

Ejaaz:
the top news items that you need to hear about every single week that goes out on Friday.

Ejaaz:
There's also one other final thing, which is

Ejaaz:
Josh, myself, and producer Luke are in the market for a sponsor.

Ejaaz:
So far, we've been keeping the lights on ourselves, funding it ourselves.

Ejaaz:
And we've been trying to figure out another way to kind of like work with brands

Ejaaz:
and partners that can, you know, kind of have a symbiotic relationship with

Ejaaz:
us and keep the lights on and produce the content that we have every single week, four times a week.

Ejaaz:
So if you are out there and you listen to this and you think you can help us,

Ejaaz:
or if you know of anyone that might be able to help us, please reach out on

Ejaaz:
our emails or via X. We'd love to hear from you.

Josh:
Yeah feel free to reach out to us on x we'll leave an email linked in the description

Josh:
that you can find leave a comment we can reach out to you whatever it may be

Josh:
um but we are very much in the market and very much appreciate your support

Josh:
if you have made it all the way through to the end of this video congratulations

Josh:
you are now fully caught up thank you uh one last update i just want to shout

Josh:
out the valor atomics guys real quick isaiah taylor he was on the show he was

Josh:
an early guest the show very bullish on them just earlier today or yesterday

Josh:
they actually got their nuclear reactor up and running for 24 hours straight and it works

Josh:
the damn thing works so Congratulations to them. That's crazy.

Josh:
We were early on this guy. If you were an early day one Limitless supporter,

Josh:
you knew all about this company over a year ago, probably. And now they're at

Josh:
the frontier of energy creation. So it's very exciting. It's cool to hear.

Josh:
Thank you all so much for watching. As always, if you enjoyed,

Josh:
share it with your friends, give us a five-star rating, all the good things.

Josh:
And we'll see you guys next week. Thank you so much. See you guys.

Ejaaz:
Bye.