Limitless: An AI Podcast

THIS WEEK IN AI: Leopold's Fund Collapses, Nvidia Backs Ilya, Slowing Down AI

July 31, 2026·18 min
Episode Description from the Publisher

Leopold Aschenbrenner’s AI-focused fund may be facing major losses, along with rumors of position changes tied to its AI exposure. We also discuss Safe Superintelligence’s partnership with NVIDIA, and an open letter from AI researchers urging the U.S. government to slow AI development.We explore Anthropic’s views on open source AI and chip export restrictions, plus market updates from Microsoft, Samsung, Intel, and Apple.------🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒https://developers.ledger.com/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless------🌌 LIMITLESS HQ ⬇️EMAIL US:            info@limitless.fmNEWSLETTER:    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/------TIMESTAMPS0:00 Leopold Fund Trouble3:15 Ilya’s Quiet Breakthrough6:30 AI Slowdown Petition8:56 Open vs Closed Debate11:08 GPUs Only Go Up14:14 Ledger Agent Security14:59 Earnings Season Surprises17:30 Kimi’s Costly Open Source------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.

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