Understanding The Past Year in AI: 200th Episode Special!

🌌 LIMITLESS HQ ⬇️NEWSLETTER:    https://limitlessft.substack.com/FOLLOW ON X:   https://x.com/LimitlessFTSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED:           https://limitlessft.substack.com/------In our 200th episode, we review nearly 200 transcripts to identify recurring themes and track how the AI landscape has changed over the past 14 months. Focusing on compute and memory as key AI investment themes, we revisit companies featured on the show and discuss future topics like specialized AI applications, local models, and space-based model training.------TIMESTAMPS0:00 200th Episode Victory Lap1:49 Early Bets Proven Right3:44 Memory and Chip Windfalls4:59 The Cursor Thesis Pays Off5:34 Limitless Portfolio Returns7:46 Where the AI Puck Goes9:32 Trends Rising and Fading12:57 Google’s AI Comeback13:47 New Frontiers in AI15:32 Space, Science, and Specialized AI17:47 Turning Intelligence Into Value20:15 Local Models and New Devices22:45 Recursive AI and Geopolitics24:56 Optimism for the Next 200------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠Josh 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.