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

Listen to this episode from Bankless on Spotify. 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.------💫 Subscribe and Follow Limitlesshttps://www.youtube.com/@Limitless-FThttps://x.com/LimitlessFT------BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFihttps://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle🌐SELF | PROVE YOUR SELFhttps://bankless.cc/Self🟠HEMI | BTC & ETH, ONE NETWORKhttps://bankless.cc/hemi------TIMESTAMPS & RESOURCES00:00:00 Intro To Limitless!https://x.com/LimitlessFT00:04:23 OpenAI Makes Huge Acquisitionhttps://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=7f1b29a5128efe71af21ff4cb81c530bdcac095ehttps://x.com/ns123abc/status/1912876350911754676https://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=bd7931dcfd449aa11b0bf7197fdfa983289758c200:08:01 Why Spend $3 Billion??00:16:09 OpenAI Memory Update Is... Interestinghttps://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=d08c6dc54c407d4f53df9d11a68857dba951a21c00:23:56 OpenAI Re-Structuringhttps://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=c4222c046fc76f42b7f72ca72537e4e8620a2af100:37:24 Visa Credit Cards For AI Agentshttps://apnews.com/article/ai-artificial-intelligence-5dfa1da145689e7951a181e2253ab34900:43:21 The Crypto Bull Case00:45:43 The Deca Trillion Robot Opportunityhttps://x.com/adcock_brett/status/1913986971501748390?s=46https://x.com/kimmonismus/status/1919510163112779777https://developer.nvidia.com/isaac/gr00thttps://x.com/adcock_brett/status/1916523708153217525?s=46https://x.com/adcock_brett/status/1919060515998822898?s=4600:52:44 Dogs With Machine Guns00:58:11 Using AI To Do Your Job01:02:12 The Interpretability Talkhttps://www.darioamodei.com/post/the-urgency-of-interpretability01:09:18 AI Neurons?01:15:27 The Dopamine Sectionhttps://x.com/venturetwins/status/1917640408349434106https://x.com/ns123abc/status/1918703088598184321?s=46https://x.com/venturetwins/status/1919057071145672949https://x.com/aisafetymemes/status/1914003415191212112?s=46------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures