Google just dropped two products that sent shockwaves through the tech world. Stitch, their new AI design tool, wiped billions off Figma&#x27;s market cap overnight. Their new coding stack in Google AI Studio is going straight at Anthropic&#x27;s Claude Code. Meanwhile, Uber just bet $1.25 billion on Rivian robotaxis — but the math doesn&#x27;t add up. OpenAI acquired Astral and PromptFu as they pivot hard toward enterprise and coding. Cursor launched their own in-house model with some very creative chart work. And MiniMax M2.7 might be the first AI model that meaningfully trained itself. We break down all of it plus Anthropic&#x27;s massive 81,000-person survey on what people actually want from AI. ------ 🌌 LIMITLESS HQ ⬇️ 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/ ------ TIMESTAMPS 00:00 Google Stitch 06:30 The Rivian Uber Debacle 12:19 OpenAI&#x27;s Shopping Spree 17:20 An Unbelievable Chart 19:49 Cursor Releases Their Own Model?! 23:05 Minimax 2.7 Is Scary Good 25:18 The Anthropic Report ------ 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 IN AI: Google's New "Vibe Designer", The Rivian Uber Disaster, OpenAI's Shopping Spree

Limitless: An AI Podcast

# Full Transcript

**Podcast:** Limitless: An AI Podcast

## Participants

- **Josh** (None)
- **Ejaz** (None)

## Transcript

Google's been on absolute fire this week. They released two new AI products, one called Stitch, which replaces every single bit of work that a graphic designer needs to do in seconds. It also wiped out $2 billion from Figma's market cap. It's that strong. They also released a second Vibe coding product, which competes directly with Anthropix called Code. And dare I say, it might even be better in many cases. All of that and much more in the news this week. So let's hop right in. This is a really cool product, Josh. I've been seeing a bunch of different examples.

For example, this. Someone drew on a notepad a really dodgy sketch of the website that he wanted to draw. And this Google Stitch product basically generated a full production website in seconds. And it looks really cool. What you're seeing here on the right here is the finished product.

It's amazing. Google Stitch is this unbelievable product, which they describe as your Vibe design partner. It's basically an open canvas that is capable of accepting any sort of inputs like napkin diagrams or images or prompts that you either speak to it or you write to it and curating that and turning it into an actual website, an actual visual that's usable. So a lot of people, they're building landing pages, they're building color palettes, all these powerful assets for their company. And this is the one stop shop for that. So you mentioned Figma, which is

currently the most popular design company design application in the world. They had a really tough time yesterday, dropping 9%, I think in one day, they're now down 80% all time. And what I think this is, this is kind of reflective of two things, right? It's that, well, one, SaaS companies in general are not doing too well. The multiple compression, because people have been able to project revenue so far out that they no longer can, has compressed quite a bit. So now you can't price these things in four times earnings.

But also, Google is one feature away from really crushing your company. And I used Sketch last yesterday, I used Sketch last night, I was playing around with it quite a bit. And what we're doing is right now we're actually looking for sponsors at Limitless. And one of the ways that we can kind of onboard people and get them excited about the show is to create a landing page that shows all of the documentation, all of our statistics. And all I did was I fed it our stats, and it created this beautiful landing page full of all of our numbers, all the diagrams, all the visuals.

And then you could click a single button, that's the prototype button, and it'll actually generate a clickable prototype of this website. So you don't need to program in any buttons, you don't need to program anything, you just say a prompt, feed it whatever data you have, click the prototype button, and you're on your way. And it's incr...

THIS WEEK IN AI: Google's New "Vibe Designer", The Rivian Uber Disaster, OpenAI's Shopping Spree

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

THIS WEEK IN AI: Google's New "Vibe Designer", The Rivian Uber Disaster, OpenAI's Shopping Spree

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.