AI Rollup: AI Robots and The $10T Arms Race
Episode publishedPodcast: BanklessBankless
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Welcome to the AI Roll Up brought to you by the Limitless podcast where we stay up to speed with the emerging trends and developments in the AI space. I'm David Hoffman here with my two co hosts, Ejaz and Josh. And Jaws, how you doing?
I'm doing well, David. It's been quite the week. Less model Frontier model breakthroughs this week.
No Frontier model breakthroughs this week? I think that's the first. There's
a few, but we're putting them on the back burner because there's some more important things to talk about. It's been an m and a week. So, you know, billions of dollars are being spent to purchase or acquire some of these AI startups that we've spoken about previously on the show. But I think more importantly, I think AIs look like kind of like this gargantuous cloud. Right? And it's kinda ominous. I'm kinda like, is this cloud gonna rain on me, or is it just gonna pass by peacefully and just, like, kind of, like, be nice to look at? And I'm starting to see the light. I'm starting to see the ki
As we talk more and more about AI, I think we are all starting to synthesize a little bit some of the, conversations that we've had on previous episodes, put them all together and kinda understand the contours and the shapes as this thing comes, makes becomes more and more real. Josh, I introduced this as, the AI Rollup brought to you by the Limitless podcast. That is the first time that this, has ever been uttered on this podcast feed, which is the Bankless podcast feed. But we are launching Limitless this week, which is very exciting. Talk to me, Josh, about Limitless.
Oh, man. Big week. Limitless kind of stemmed from, like, a natural extension of our curiosity at Bankless. Bankless is mostly a crypto company. We started getting interested in AI, and then, naturally, we kind of spread out to robotics, manufacturing, and energy, and and all of this weird stuff that's happening as downstream effects of this new wave of AI. So Limitless is a place for that. It's the home for all of the stuff that is not crypto, is not economic, is not macro related. It's all the frontier technology, the AI stuff. That's where this show is actually going to be living is on the l
Yep. Yeah. Yeah. So that is the the call to action if we are what we are doing is we are taking all of the AI content, all the frontier tech content, which we've been pretty aggressively exploring at Bankless. We're putting it into its own feed which it totally deserves, and I know there's a a lot of people who are have been following Bankless for the AI stuff, but not for the crypto stuff. And so we are creating a dedicated feed for that. There's also followers of Bankless, listeners of Bankless who are like, another AI episode. Weird reaction, but I get it. It's interesting, like, me and Aja
Okay. So let's get into it. This has been basically the headline news all week, and and everyone just couldn't stop talking about it yesterday. OpenAI is officially making its first major acquisition by purchasing a company called Windsurf for $3,000,000,000 with a b. Now if you're wondering what on earth Windsurf is, you might have heard David, Josh, and I speak about a company previously, on this series called Cursor. And Cursor is basically this kind of vibe coding platform where you can type in a prompt typically like you do on ChatGPT, but instead you could ask it to create a new app for
they had to get the second best.
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