We need to discuss Meta’s new subscription plans for Instagram, Facebook, WhatsApp, and AI. Then we'll compare them with offerings from Google, Claude, ChatGPT, and X. Can Meta justify its AI spending? If not, what possible fallback strategies can they lean on?

We also explore StarCloud’s planned orbital data center, Cognition’s funding round, a new agentic coding benchmark, Pope Leo’s AI manifesto, and Snowflake’s post-earnings stock jump.

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TIMESTAMPS

0:00 Meta’s New AI Subscriptions
2:51 Comparing Subscription Tiers
9:23 Meta’s Revenue Pressure
10:30 SpaceX Goes Orbital AI
13:42 Cognition's Big Raise
15:37 The AI Pope
18:37 New Benchmarks, New Winners
20:30 Snowflake’s SaaS Comeback

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

In this episode, we discuss Gavin Baker’s view that AI is a super cycle, with the biggest opportunities in infrastructure, chips, memory, and power rather than software.

It's interesting to pit him against Leopold Aschenbrenner, who has taken a higher octane approach to similar overarching theses.

Gavin's portfolio includes Astera Labs, Cerebras, NVIDIA, Micron, and Unity Software. DYOR!

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TIMESTAMPS

0:00 AI Infrastructure Thesis
1:47 Gavin’s Track Record
2:57 Bottlenecks in Chips
5:26 Unity and World Models
7:40 Inference
11:20 Four AI Constraints
17:35 Energy and Space Compute
19:08 This Isn’t Dot-Com
24:10 Supply Constraints
26:06 Conclusion

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

In this episode, we discuss the Enhanced Games in Las Vegas, where athletes were allowed to use performance-enhancing drugs under medical supervision, including the event format, prizes, and rules.

We also highlight a new world record swim in the men’s 50-meter freestyle, other event winners, and the mixed results for enhanced versus natural athletes. Finally, we look at the event’s business side and its connection to biotech, AI, and future enhancement and medicine.

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TIMESTAMPS

0:00 Enhanced Games Unveiled
2:58 Can Drugs Break Records?
5:34 Rules, Stacks, Side Effects
7:59 Ethics Of Enhancement
9:47 Natural Winners
14:12 The Business
17:35 Biotech Acceleration
21:31 What It Means For Sports

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Things people aren't talking about enough: Cursor’s rapid growth, its role as an AI coding harness, and the data and training advantages that may support its moat.

With the reported SpaceX and xAI deal, there's a real possibility of combining Cursor with Grok and large-scale compute.

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TIMESTAMPS

0:00 The Cursor Story
1:54 The Harness Moat
4:51 Budgets and Data
8:59 The Deals
12:31 The Vision
14:58 Concerns
17:23 Final Takes

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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:
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Three of the biggest deals in AI history all hit in the last 48 hours. SpaceX filed for a $1.75 trillion IPO, the biggest ever. Anthropic signed a deal to pay Elon $1.25 billion a month to train Claude on his GPUs, $45 billion total through 2029. And Anthropic is now projected to be profitable by next month, beating OpenAI to it.
We break down the S1 filing, the 30% retail float, the insider unlock structure, and why Antonio Gracias is about to become absurdly wealthy. Then we get into Cursor's $60 billion acquisition by SpaceX, why Michael Truell is about to be the youngest billionaire alive, and how Composer 2.5 (built on an open-source Kimi base) is beating Opus 4.7 and GPT 5.5 at a fraction of the cost.
Plus: Claude Mythos cracking Apple's M5 chip in five days for $35,000, China's GPU race, OpenAI's rumored IPO filing, and Karpathy joining Anthropic.

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TIMESTAMPS

00:00 SpaceX Partners With Anthropic
06:43 Anthropic's Shocking News
08:55 SpaceX IPO Filing Here!
14:12 The New Youngest Billionaire
17:48 Claude Mythos Hacked Apple
21:30 China Summit Failure?
24:34 OpenAI IPO FIling This Week??
25:25 Andrej Joins Anthropic

------
RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

🌌 LIMITLESS HQ ⬇️

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Google I/O 2026 was packed full of announcements, but we need to determine whether the company is keeping pace with OpenAI and Anthropic.

We cover Gemini Omni, Gemini 3.5 Flash, and Gemini Spark, along with Google’s updates to Search, YouTube Search, and its new AI glasses. Let's examine Google’s broader product strategy and see if it merits its spot as one of the largest companies in the world.

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TIMESTAMPS

0:00 Google i/o
1:00 Omni’s World Model
3:24 Gemini Flash
13:48 Gemini Spark
17:12 AI Search
19:49 Google AI Pro
21:24 AI Strategy Dilemma
23:58 Glasses and Hardware
26:37 Closing

------
RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Leopold Aschenbrenner is back with his latest 13F filing and his sharp shift from bullish to bearish on major AI and semiconductor names like NVIDIA, AMD, and Broadcom.

Although these positions date back to Q1, we can use this to explore his long positions in power, infrastructure, and data center-related companies. More importantly, we need to find out where the puck is moving next.

------
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POLYMARKET | #1 PREDICTION MARKET 🔮
https://bankless.cc/polymarket-podcast

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TIMESTAMPS

0:00 Leopold the Bear
1:26 Massive Semiconductor Short
3:35 CoreWeave and Energy
6:08 Changing Thesis
9:30 The Strategy
12:07 New AI Bottleneck
16:31 Where the Trade Breaks
20:38 Retail Versus Trader
23:58 Energy and Infrastructure
25:59 Stack-Wide Opportunity
28:25 Closing

------
RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

This week, we saw Google’s new AI-focused laptop, Gemini’s growing role across Google services, and Google’s reported work with SpaceX on space-based data centers.

We also cover Isomorphic Labs’ $2.1 billion raise, a Chinese mecha robot, and new developments from Thinking Machines Labs, Anthropic, OpenAI, and the Sam Altman-Elon Musk disputes.

------
🌌 LIMITLESS HQ ⬇️

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TIMESTAMPS

0:00 Googlebook
6:48 Google’s SpaceX Deal
10:51 Isomorphic Labs
15:19 Robot Giants
17:16 Thinking Machines
21:45 Anthropic’s Voided Deals
25:19 China Summit
29:56 Leopold Next

------
RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠