🌌 LIMITLESS HQ ⬇️ EMAIL US: lkwhit14@gmail.com NEWSLETTER: https://limitlessft.substack.com/ FOLLOW ON X: https://x.com/LimitlessFT SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED: https://limitlessft.substack.com/ ------ In another jam-packed week in AI, we discuss NVIDIA’s Vera Rubin chips, Google’s latest disappointments, and the competition between US frontier labs and Chinese open-source models. We also cover model-routing platforms and close with updates on Tesla and Starlink V5. ------ TIMESTAMPS 0:00 AI Costs Crashing Down 0:36 Vera Rubin Lands 2:39 NVIDIA’s Market Edge 5:27 Google’s Disappointing Week 8:12 Google’s Chip Race 12:34 Open Source Under Fire 16:58 Model Routers Rise 19:28 Tesla’s Internet Network ------ 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 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.

THIS WEEK IN AI: NVIDIA Dominates Google | America vs Open Source | Tesla Starlink V5

Limitless: An AI Podcast

NVIDIA just announced the key to one of AI's biggest problems, cost. Companies spend between tens to hundreds of millions of dollars every year and are running out of money. Google, for the first time yesterday, reported a negative cash flow on their quarterly earnings. They're officially losing more money than they are making. That's because they're spending so much on AI infrastructure. NVIDIA's new Vero Rubin officially got stood up yesterday and it saves you 10x on the tokens that

you spend, which means you can have a 10x better model for the same cost. There's all of this and Google's new Gemini 3.6 models, which is very, very underwhelming on today's roundup. Yeah, so we have to start with the big news of the day, which is that Vero Rubin is actually shipping. And for those who are not familiar, Jensen came on stage at NVIDIA GTC and announced these a few months ago. The news today is that they're finally live and they're actually operational. And we started to get an idea of what these things look like. And I want to preface this section with the idea

that we just covered an episode yesterday about how GPT-6 or whatever the new internal open AI model was, they broke out of internal air gap containment and hacked into a public facing website into their production database to steal secrets. That was on Blackwell chips. The new chips are Vero Rubin. No models have been trained on Vero Rubin chips, but the math behind how much more powerful they are is so unbelievably impressive. It's like, oh my God, this feels like the end game. It's like,

THIS WEEK IN AI: NVIDIA Dominates Google | America vs Open Source | Tesla Starlink V5

Read the full transcript

The candid version is on a podcast,
not the earnings call.

THIS WEEK IN AI: NVIDIA Dominates Google | America vs Open Source | Tesla Starlink V5

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.