AI Robots and The $10T Arms Race
168💫 Subscribe and Follow Limitless
/ @limitless-ft
https://x.com/LimitlessFT
------
Welcome to the AI Rollup, from the Limitless Podcast. David, Ejaaz, and Josh break down the week’s most important AI headlines, from OpenAI’s $3B Windsurf acquisition and Google’s full-stack AI play, to Visa and Mastercard preparing for agentic commerce. We explore the state of robotics, major interpretability challenges, and why the race to AGI may outpace our ability to understand it. Plus: AI ASMR, glow-up GPT, and why autonomous agents still kinda suck. Stay curious, this one’s stacked.
------
BANKLESS SPONSOR TOOLS:
🪙FRAX | SELF SUFFICIENT DeFi
hhttps://bankless.cc/Frax
🦄 UNISWAP | SWAP ON UNICHAIN
hhttps://bankless.cc/unichain
🛞MANTLE | MODULAR LAYER 2 NETWORK
hthttps://bankless.cc/Mantle🌐 SELF | PROVE YOUR SELF
hthttps://bankless.cc/Self🟠HEMI | BTC & ETH, ONE NETWORK
htthttps://bankless.cc/hemi-----
TIMESTAMPS & RESOURCES
00:00:00 Intro To Limitless!
htthttps://x.com/LimitlessFT0:04:23 OpenAI Makes Huge Acquisition
htthttps://www.outlookbusiness.com/artificial-intelligence/openai-to-acquire-ai-coding-platform-windsurf-for-3bn?utm_source=www.theaivalley.comthttps://x.com/ns123abc/status/1912876350911754676thttps://www.testingcatalog.com/google-tests-computer-use-tools-and-cloud-run-hosting-in-ai-studio/?utm_source=www.theaivalley.com0:08:01 Why Spend $3 Billion??
00:16:09 OpenAI Memory Update Is... Interesting
htthttps://techcrunch.com/2025/04/18/chatgpt-will-now-use-its-memory-to-personalize-web-searches/?utm_source=www.theaivalley.com0:23:56 OpenAI Re-Structuring
htthttps://www.reuters.com/business/openai-remain-under-non-profit-control-change-restructuring-plans-2025-05-05/?utm_source=www.theaivalley.com0:37:24 Visa Credit Cards For AI Agents
htthttps://apnews.com/article/ai-artificial-intelligence-5dfa1da145689e7951a181e2253ab3490:43:21 The Crypto Bull Case
00:45:43 The Deca Trillion Robot Opportunity
htthttps://x.com/adcock_brett/status/1913986971501748390?s=46thttps://x.com/kimmonismus/status/1919510163112779777thttps://developer.nvidia.com/isaac/gr00tthttps://x.com/adcock_brett/status/1916523708153217525?s=46thttps://x.com/adcock_brett/status/1919060515998822898?s=460:52:44 Dogs With Machine Guns
00:58:11 Using AI To Do Your Job
01:02:12 The Interpretability Talk
htthttps://www.darioamodei.com/post/the-urgency-of-interpretability1:09:18 AI Neurons?
01:15:27 The Dopamine Section
htthttps://x.com/venturetwins/status/1917640408349434106thttps://x.com/ns123abc/status/1918703088598184321?s=46thttps://x.com/venturetwins/status/1919057071145672949thttps://x.com/aisafetymemes/status/1914003415191212112?s=46-----
Not financial or tax advice. See our investment disclosures here:
htthttps://www.bankless.com/disclosures