This week’s AI Rollup is a ringside ticket to the highest-stakes tech brawl on earth. David, Ejaaz and Josh unpack Apple’s threat to yank Google from Safari, the $200 billion market-cap gut-punch that followed, and Microsoft’s tangled profit-share web with OpenAI. Plus why Sam Altman just hired Instacart’s former CEO to turn raw AGI power into everyday apps. They demo the newest frontier models (Gemini 2.5 Flash, China’s trillion-parameter DeepSeek-R2) and explain how cheaper tokens and home-grown Huawei chips could upend the GPU monopoly. Finally, the crew dives into crypto’s AI-agent boom, from VirtuaL launchpad mania to decentralized training networks that promise an open-source Plan B for humanity’s future intelligence. Tune in for the only AI recap you'll need this week.

David: https://x.com/trustlessstate
Josh: https://x.com/Josh_Kale
Ejaaz:https://x.com/cryptopunk7213

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TIMESTAMPS

00:00:00 AI Game Of Thrones
00:02:43 The $200B Blow To Google
https://x.com/KobeissiLetter/status/1920154534342459841
https://www.reuters.com/business/apple-looks-add-ai-search-companys-browser-bloomberg-reports-2025-05-07/

00:12:59 How To Maximize Use Of AI

00:16:33 The Microsoft Empire
https://www.reddit.com/r/singularity/comments/1kkjop0/the_scale_of_microsofts_influence_in_llms_and

00:21:41 Is OpenAI Actually Winning?

00:27:00 OpenAI's New CEO
https://openai.com/index/leadership-expansion-with-fidji-simo/
https://arstechnica.com/ai/2025/05/openai-creates-ceo-of-applications-role-taps-instacarts-fidji-simo/
https://x.com/fleetingbits/status/1920518509907620111

00:33:33 New Frontier Models
https://x.com/officiallogank/status/1912966497213038686?s=46
https://x.com/itspaulai/status/1912947803338453501?s=46
https://x.com/bongrandp/status/1913040244963766432

00:39:56 Model Aggregator

00:47:22 DeepSeek R2 Is... Insane?
https://x.com/deedydas/status/1916160465958539480?s=46

00:54:02 Crypto AI Agents
https://x.com/thedefiedge/status/1920436450048245922
https://x.com/vaderresearch/status/1919717523525632326?s=46
https://x.com/kurorosage/status/1919555819772776888

01:00:21 Decentralized Training
https://x.com/_AlexanderLong/status/1919416512156144053
https://x.com/NousResearch/status/1917299865060794484

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Apple's $200B Gut Punch To Google! The AI War Just Escalated

Limitless Podcast