230 episódios
- Today we revisit the Hugging Face incident with new audit reports that have changed our understanding of what happened. Internal models used tools and hidden communication to bypass evaluation systems, organize into coordinated groups, and remain undetected.
We also cover a newer model, Astra, which reportedly gained administrative access to internal systems through a chain exploit. Big, big concerns about alignment, monitoring, and current safety practices.
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TIMESTAMPS
0:00 Rogue AI Incident
2:07 Sandbox Breakout
7:44 Agent Civilization
15:34 Hidden Exploit Uncovered
16:58 Admin Access Breach
23:17 Alignment Warning Shot
28:39 Final Takeaways
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Josh 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. - We cover NVIDIA’s record earnings, strong GPU demand, and its position in the AI chip market, along with reported moves involving Hugging Face and open source AI. We also discuss Z.ai’s new model, Waymo’s autonomous vehicle hardware updates, SEC scrutiny of Leopold Aschenbrenner, and recent developments in robotics and Apple’s upcoming event.
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🌌 LIMITLESS HQ ⬇️
NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
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RSS FEED: https://limitlessft.substack.com/
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TIMESTAMPS
0:00 NVIDIA’s Record Quarter
5:05 Hugging Face Joins NVIDIA
9:26 Cloud Margins and the Chip Play
11:36 GLM 5.3 Flash Emerges
15:40 Waymo’s New Hardware Leap
19:48 Tesla’s CyberCab Challenge
23:24 Leopold Under SEC Scrutiny
25:44 Anthropic Usage Looks Flat
29:27 Agents Need Better Security
30:20 Robotics Learns From Video
34:07 Apple’s Big September Event
36:36 Sam Altman’s Rare Watches
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Josh 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. - We discuss the World Humanoid Olympics in China, where humanoid robots competed in human-style events and set new performance marks. We also cover autonomy, reward-based training, and the comparison between China and the U.S. in robotics and AI.
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🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒
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------
🌌 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/
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TIMESTAMPS
0:00 Mystery Model Appears
1:30 Stealth Launch On OpenRouter
4:31 Chasing The Model’s Origin
6:09 Benchmarking Ox Alpha
6:59 Flash Model Theory
10:00 Blind Taste Test Buzz
12:11 Why Continual Learning Matters
14:58 Data, Subsidies, And Strategy
18:47 China’s Copycat Advantage
20:21 Mystery Solved For Now
21:11 More Models Incoming
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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
Josh 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. - We discuss the World Humanoid Olympics in China, where humanoid robots competed in human-style events and set new performance marks. We also cover autonomy, reward-based training, and the comparison between China and the U.S. in robotics and AI.
------
🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒
https://developers.ledger.com/docs/ai-tools/overview/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless
------
🌌 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
0:00 Robot Olympics
1:45 Record-Breaking
8:07 How Robots Learned
9:30 China’s AI Advantage
13:17 Tiangong Takes Lead
16:03 Subsidies and Scale
20:11 Tesla vs China
24:57 Real Benchmark
26:29 Closing
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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
Josh 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. - This week in AI, we discuss OpenAI’s pause on reinforcement learning training amid safety concerns, including a model reportedly showing misalignment and possible concealment of its internal thoughts.
We also cover broader AI cyber risks, a Moderna and Merck melanoma study, Etched’s funding round, Unitree’s IPO, Stripe’s acquisition of OpenRouter, and NVIDIA’s planned investment in OpenAI infrastructure.
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🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒
https://developers.ledger.com/docs/ai-tools/overview/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless
------
🌌 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
0:00 OpenAI Hits Pause
2:51 AI Virus Scenarios
10:19 Cancer Breakthrough
17:00 Etched Rises Fast
20:41 Unitree Mania Grows
23:46 Stripe Bets on Singularity
29:30 NVIDIA Funds the Future
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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
Josh 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.
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