AI Rollup: AI Robots and The $10T Arms Race

Bankless

[email protected]

Tech News, News, Technology

4.8 • 1.1K Ratings

🗓️ 8 May 2025

⏱️ 81 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Welcome to the AI Rollup, from the Limitless Podcast. David, Ejaaz, and Josh break down the week’s most important AI headlines, from OpenAI’s $3B Windsurf acquisition and Google’s full-stack AI play, to Visa and Mastercard preparing for agentic commerce. We explore the state of robotics, major interpretability challenges, and why the race to AGI may outpace our ability to understand it. Plus: AI ASMR, glow-up GPT, and why autonomous agents still kinda suck. Stay curious, this one’s stacked.

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TIMESTAMPS & RESOURCES

00:00:00 Intro To Limitless!

https://x.com/LimitlessFT

00:04:23 OpenAI Makes Huge Acquisition

https://www.outlookbusiness.com/artificial-intelligence/openai-to-acquire-ai-coding-platform-windsurf-for-3bn?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=7f1b29a5128efe71af21ff4cb81c530bdcac095e

https://x.com/ns123abc/status/1912876350911754676

https://www.testingcatalog.com/google-tests-computer-use-tools-and-cloud-run-hosting-in-ai-studio/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=bd7931dcfd449aa11b0bf7197fdfa983289758c2

00:08:01 Why Spend $3 Billion??

00:16:09 OpenAI Memory Update Is... Interesting

https://techcrunch.com/2025/04/18/chatgpt-will-now-use-its-memory-to-personalize-web-searches/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-launches-o3-and-o4-mini&_bhlid=d08c6dc54c407d4f53df9d11a68857dba951a21c

00:23:56 OpenAI Re-Structuring

https://www.reuters.com/business/openai-remain-under-non-profit-control-change-restructuring-plans-2025-05-05/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=c4222c046fc76f42b7f72ca72537e4e8620a2af1

00:37:24 Visa Credit Cards For AI Agents

https://apnews.com/article/ai-artificial-intelligence-5dfa1da145689e7951a181e2253ab349

00:43:21 The Crypto Bull Case

00:45:43 The Deca Trillion Robot Opportunity

https://x.com/adcock_brett/status/1913986971501748390?s=46

https://x.com/kimmonismus/status/1919510163112779777

https://developer.nvidia.com/isaac/gr00t

https://x.com/adcock_brett/status/1916523708153217525?s=46

https://x.com/adcock_brett/status/1919060515998822898?s=46

00:52:44 Dogs With Machine Guns

00:58:11 Using AI To Do Your Job

01:02:12 The Interpretability Talk

https://www.darioamodei.com/post/the-urgency-of-interpretability

01:09:18 AI Neurons?

01:15:27 The Dopamine Section
https://x.com/venturetwins/status/1917640408349434106

https://x.com/ns123abc/status/1918703088598184321?s=46

https://x.com/venturetwins/status/1919057071145672949

https://x.com/aisafetymemes/status/1914003415191212112?s=46

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https://www.bankless.com/disclosures

Transcript

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0:00.0	Welcome to the AI roll-up, brought to you by The Limitless podcast, where we say up to speed with the emerging trends and developments in the AI space.
0:10.9	I'm David Hoffman here with my two co-host, Jaws, and Josh.
0:14.0	Jaws, how you doing?
0:15.5	I'm doing well, David.
0:16.8	It's been quite the week.
0:19.0	Less model frontier model breakthroughs this week.
0:22.6	No frontier model breakthroughs this week? I think that's the first.
0:24.6	There's a few, but we're putting them on the back burner because there's some more important things to talk about.
0:29.6	It's been an M&A week, so billions of dollars are being spent to purchase or acquire some of these AI startups that we've spoken about
0:37.5	previously on the show. But I think more importantly, I think AI's looked like kind of like this
0:43.0	gargantuous cloud, right? And it's kind of ominous. I'm kind of like, is this cloud going to rain
0:48.7	on me or is it just going to pass by peacefully and just like kind of like be nice to look at?
0:53.8	And I'm starting to see the light.
0:55.3	I'm starting to see the kind of formation of what this AI stuff is going to look like.
0:59.3	And the reason is I think we've spoken about a bunch of different things, right? We're
1:02.4	spoken about agents. We're spoken about autonomous execution. Like, hey, these agents are going to go
1:07.3	run and do a bunch of things for you, run companies for you. We've spoken about all these amazing models and how smart they are.
1:14.0	But we haven't really pieced together what the end goal is going to look like.
1:18.0	We're starting to see a lot more of that this week by some of the moves made by OpenAI and Anthropic.
1:23.1	So I'm really excited to get into that.
1:24.9	Yeah. I'm really excited to get into that. Yeah, as we talk more and more about AI, I think we are all starting to synthesize a little bits of the conversations that we've had on previous episodes, put them all together and kind of understand the contours and the shapes as this thing becomes more and more real.
1:38.4	Josh, I introduced this as the AI roll-up brought to you by the Limitless Podcast.
	...

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