Apple's $200B Gut Punch To Google! The AI War Just Escalated

This week’s AI Rollup is a ringside ticket to the highest-stakes tech brawl on earth. David, Ejaaz and Josh unpack Apple’s threat to yank Google from Safari, the $200 billion market-cap gut-punch that followed, and Microsoft’s tangled profit-share web with OpenAI. Plus why Sam Altman just hired Instacart’s former CEO to turn raw AGI power into everyday apps. They demo the newest frontier models (Gemini 2.5 Flash, China’s trillion-parameter DeepSeek-R2) and explain how cheaper tokens and home-grown Huawei chips could upend the GPU monopoly. Finally, the crew dives into crypto’s AI-agent boom, from VirtuaL launchpad mania to decentralized training networks that promise an open-source Plan B for humanity’s future intelligence. Tune in for the only AI recap you'll need this week.David: https://x.com/trustlessstateJosh: https://x.com/Josh_KaleEjaaz:https://x.com/cryptopunk7213------💫 LIMITLESS | SUBSCRIBE & FOLLOWhttps://x.com/LimitlessFTyoutube.com/@Limitless-FT------TIMESTAMPS00:00:00 AI Game Of Thrones00:02:43 The $200B Blow To Googlehttps://x.com/KobeissiLetter/status/1920154534342459841https://www.reuters.com/business/apple-looks-add-ai-search-companys-browser-bloomberg-reports-2025-05-07/00:12:59 How To Maximize Use Of AI00:16:33 The Microsoft Empirehttps://www.reddit.com/r/singularity/comments/1kkjop0/the_scale_of_microsofts_influence_in_llms_and00:21:41 Is OpenAI Actually Winning?00:27:00 OpenAI's New CEOhttps://openai.com/index/leadership-expansion-with-fidji-simo/https://arstechnica.com/ai/2025/05/openai-creates-ceo-of-applications-role-taps-instacarts-fidji-simo/https://x.com/fleetingbits/status/192051850990762011100:33:33 New Frontier Modelshttps://x.com/officiallogank/status/1912966497213038686?s=46https://x.com/itspaulai/status/1912947803338453501?s=46https://x.com/bongrandp/status/191304024496376643200:39:56 Model Aggregator00:47:22 DeepSeek R2 Is... Insane?https://x.com/deedydas/status/1916160465958539480?s=4600:54:02 Crypto AI Agentshttps://x.com/thedefiedge/status/1920436450048245922https://x.com/vaderresearch/status/1919717523525632326?s=46https://x.com/kurorosage/status/191955581977277688801:00:21 Decentralized Traininghttps://x.com/_AlexanderLong/status/1919416512156144053https://x.com/NousResearch/status/1917299865060794484------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠