Limitless

Capitalism may be heading toward an “event horizon,” where a handful of firms become so entrenched they’re effectively the last companies standing. We break down the four “Infinity Gauntlet” pillars: intelligence, energy, capital, and labor. And why collapsing costs in AI and robotics could make abundance, and monopolies, the default outcome. From Google’s data + compute flywheel to the Tesla/SpaceX/xAI convergence and even space-based energy/data centers, we map the new battlefield and what it means for building a future-proof portfolio (not investment advice). Josh Kale https://x.com/JoshKale ------ 💫 LIMITLESS | SUBSCRIBE & FOLLOW https://pod.link/1813210890 https://www.youtube.com/@Limitless-FT https://x.com/LimitlessFT ------ 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast ⚡ EUPHORIA | REAL-TIME ONE-TAP TRADING https://bankless.cc/euphoria 🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES https://bankless.cc/spotify-premium 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://bankless.cc/TDR-pro 💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES https://bankless.cc/ico-watch ------ TIMESTAMPS 0:00 The Infinity Gauntlet of Capitalism 6:50 Intelligence 18:15 Capital 25:04 Energy 30:05 Labor 42:45 Google 47:20 Nvidia 49:16 Tesla 56:55 SpaceX 1:13:54 Amazon 1:15:12 Microsoft 1:16:35 Meta 1:19:34 Apple 1:22:22 Who Wins? 1:25:45 Elon Musk 1:26:46 Endgame Portfolio 1:29:17 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Josh Kale

Host

Limitless

When CJ Hetherington revealed the token listing terms Binance allegedly offered his startup, the crypto world exploded. In this episode, CJ, founder of prediction market app Limitless, and his investor Nick Tomaino of 1confirmation join Laura to discuss why he went public, how Binance responded, and what the incident reveals about the power dynamics between exchanges and builders. The conversation tackles how retail gets dumped on, why transparency is the next frontier for crypto, and why both guests agree that the “revolution won’t be centralized.” Guests: CJ Hetherington, CEO/CO-Founder at Limitless Labs Nick Tomaino, Founder and General Partner at 1confirmation Links: CJ’s tweet  Unchained:  Coinbase Adds Rival Binance’s BNB to Listing Roadmap Binance Claims It Does Not Profit From Token Listings Timestamps: 🔥 0:00 Introduction 🗣️ 2:24 Why CJ decided to reveal Binance’s alleged listing terms 🏗️ 8:44 Why he built Limitless on Base 🤝 9:11 Whether Base coordinated with CJ before he went public 💥 13:04 How the crypto world reacted to CJ’s viral tweet 🧨 15:00 Whether Binance exploits projects and founders 💸 18:06 How short-term founders dump on retail investors, per CJ 📢 23:18 Binance’s response—and why they called CJ’s claims false 🔍 25:38 Why CJ and Nick say Binance needs far more transparency ⚠️ 30:42 Whether CJ fears retaliation for calling out the world’s biggest exchange 🤔 33:48 Why he doesn’t buy Binance’s claim that its policies “protect users” 💫 39:36 Why Nick is urging crypto founders and users to “believe in something” 🚀 42:03 CJ’s plan to build an “army of token holders” and make Limitless succeed 🪙 48:25 Inside Limitless’s community token sale 📈 50:34 What Nick learned from Polymarket’s rise as an early investor 👀 54:10 Coinbase adding BNB to its listing roadmap Learn more about your ad choices. Visit megaphone.fm/adchoices

CJ Hetherington

Founder

LimitlessLimitless Labs

Nick Tomaino

Founder

1confirmation

Binance listing fees, finally out in the open. CJ Hetherington, Founder of Limitless, published the offer he received after no NDA. 8% of total token supply and $250k. We dig into why the founders accept deals like this, the hidden sell pressure, and how onchain price discovery can replace CEX gatekeeping. CJ also breaks down Limitless on Base, instant-settlement price markets, and the path to Coinbase via Aerodrome. ------ 📣IMMUNEFI | CRYPTO SECURITY OS https://bankless.cc/Immunefi ------ BANKLESS SPONSOR TOOLS: 🪙FRAXNET | MINT, REDEEM, EARN https://bankless.cc/fraxnet 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR L2 NETWORK https://bankless.cc/Mantle 🌳KGEN | REQUEST A DEMO https://bankless.cc/KGEN-podcast 💠BIT DIGITAL ($BTBT) | ETH TREASURY https://bankless.cc/bit-digital We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors ------ TIMESTAMPS 0:00 Centralized Exchange Listing Fees 3:08 The Binance Drama Unfolds 3:41 Introducing Limitless 5:00 Conversation with CJ 15:28 The Hidden Costs of Listing Fees 25:17 The Future of Onchain Markets 28:44 Building on Base 32:39 Limitless: A New Prediction Market 43:43 Exploring Limitless Features 53:10 User-Generated Markets & Censorship 1:06:10 How to Engage with Limitless ------ RESOURCES CJ https://x.com/cjhtech Limitless https://x.com/trylimitless ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

CJ Hetherington

Founder

LimitlessLimitless Labs

Humans are terrible at remembering things. On this episode of The Vergecast, we talk to one of the people who has been working on this problem for a very long time: Dan Siroker, the CEO of Limitless. We talk about what it takes to build a great memory aid, how we might use them in the future, and why it’s so tricky to get right. We also talk about the human side of it all — what does it change about our lives when we stop forgetting things? Is remembering your friend’s birthday different when it’s actually an AI model doing the remembering? And will these tools ever really work outside of work? Tools like Limitless are coming fast and improving quickly, and we’re going to have to figure out how to live with them. Further reading: From The New York Times: Can’t See Pictures in Your Mind? You’re Not Alone. Limitless AI: a new wearable gadget, and app, for remembering your meetings Recall is Microsoft’s key to unlocking the future of PCs Microsoft’s all-knowing Recall AI feature is being delayed The Pixel 9’s ‘Google AI’ is like Microsoft Recall but a little less creepy Apple announces iOS 18 with new AI features and more customizable homescreen Notion AI can automatically write your notes, agendas, and blog posts for you Email us at vergecast@theverge.com or call us at 866-VERGE11, we love hearing from you. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dan Siroker

CEO and Co-founder

OptimizelyLimitlessRewind AI

Dan Siroker is the Co-Founder and CEO @ Limitless, a personalized AI powered by what you've seen, said, or heard. For his latest funding round, Dan took an unusual approach resulting in 1,000 preliminary offers with valuations as high as $1BN — and resulted in a $350 million Series A valuation. Prior to founding Limitless, Dan was the Founder of Optimizely, scaling the company to $120M in ARR and raising from some of the best in the business including Peter Fenton @ Benchmark who led the Series A. In Today's Episode with Dan Siroker We Discuss: 1. Serial Entrepreneurs are More Investable: Why would Dan always prefer to invest in serial entrepreneurs than first time founders? How do serial entrepreneurs approach team building and size of team differently? How do serial entrepreneurs approach focus and prioritisation differently? How do serial entrepreneurs approach pivoting differently to first time founders? What is Dan's advice from Elad Gil and YC's Dalton Caldwell on when to pivot? 2. The Secret to Fundraising: How to Speak VC Should founders always be raising? What is the right thing to respond to investors when they reach out to you outside of a round? What question are investors really asking when they ask, how much are you raising? How should founders approach valuation, what should they say when they are asked for it? How can founders create urgency in a funding round? What works? What does not? 3. How to Raise the Best Funding Round: Should founders engage with associates or only worth it with decision-makers? Why should founders always choose the investor who is on the early arc of their career? Why was Dan's first meeting with Peter Fenton the best meeting he has ever had with a VC? Why does Dan believe that taking the highest price is never the right answer? To what extent does having a true Tier 1 VC lead your round, change the game for your company? 4. Dan Siroker: AMA: How did becoming a father change the way that Dan operates? Why is Dan scared we might see technological progress stall for the next 20 years? Why did Dan not do YC the second time around with Limitless? What is the story of how Optimizely nearly bought Amplitude?

Dan Siroker

CEO and Co-founder

OptimizelyLimitlessRewind AI

This Week in Startups is brought to you by… Codecademy. Build the future you want to see with Codecademy. Codecademy Pro helps you learn everything you’ll need to shape what comes next in the tech space. Try it free for 14 days. Visit Codecademy.com/TWiST .Tech Domains has a new program called startups.tech, where you can get your startup featured on This Week in Startups. Go to startups.tech/jason to find out how! Squarespace. Turn your idea into a new website! Go to Squarespace.com/TWIST for a free trial. When you’re ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain. * Today’s show: Rewind CEO Dan Siroker joins Jason to discuss the new Rewind Pendant AI device that can record conversations (1:08), debate privacy and ethical concerns around covert recording (9:32), and much more! * Time stamps: (0:00) Jason kicks off the show (1:08) Dan breaks down the Rewind Pendant (8:05) Codecademy - Try Codecademy Pro FREE for 14 days at http://codecademy.com/TWiST (9:32) Privacy and ethical concerns around covert recording (20:42) .Tech Domains - Apply to get your startup featured on This Week in Startups at https://startups.tech/jason (21:47) Comparisons to products like Google Glass and Humane (24:15) Design considerations and the best use cases for Rewind Pendant (30:09) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/twist (31:32) The need for thoughtful development of personal AI and the value of open feedback * Follow Dan: https://twitter.com/dsiroker * Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/fourApply for Funding: https://www.launch.co/apply Buy ANGEL: https://www.angelthebook.com Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt Check out Jason’s suite of newsletters: https://substack.com/@calacanis * Follow Jason: Twitter: https://twitter.com/jason Instagram: https://www.instagram.com/jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Follow TWiST: Substack: https://twistartups.substack.com Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin * Subscribe to the Founder University Podcast: https://www.founder.university/podcast

Dan Siroker

CEO and Co-founder

OptimizelyLimitlessRewind AI

This Week in Startups is presented by: Merge. Let your developers get back to their core product. Merge is a single API to add hundreds of integrations to your app. Integrate up to 3 customers for free today at http://merge.dev/twist. Embroker. The Embroker Startup Insurance Program helps startups secure the most important types of insurance at a lower cost and with less hassle. Save up to 20% off of traditional insurance today at http://embroker.com/twist. While you’re there, get an extra 10% off using offer code TWIST. Hyperice. Warm up and recover faster with the Hypervolt 2 massage gun and Normatec compression therapy boots. Save $50 off your order of $150 or more with code TWIST50 at checkout on http://hyperice.com Today’s show: Rewind AI CEO and Co-Founder Dan Siroker joins Jason to break down his viral fundraising strategy before diving into a demo of Rewind’s AI software (1:27). Then, Scott Bair of Lunour gives a talk on how to build a strong brand, where he dives into topics like branding, creating a logo and more! (34:49) Follow Dan: https://twitter.com/dsiroker Check out Rewind: https://www.rewind.ai Time stamps: (0:00) Dan Siroker joins Jason  (1:27) Dan discusses his method of raising capital publicly and the valuation they settled on (9:08) Merge - Integrate up to 3 customers for free today at ⁠https://merge.dev/twist (10:38) Advice for founders taking a high valuation, choosing the right firm, and differentiating Rewind AI from file search (19:03) Embroker - Use code TWIST to get an extra 10% off insurance at ⁠https://Embroker.com/twist (20:35) Dan demos Rewind AI (25:04) Privacy concerns, dealing with legal issues, and Rewind’s enterprise use cases  (33:21) Hyperice - Get $50 off your order of $150 or more with code TWIST50 at ⁠http://hyperice.com/ (34:49) How to build a strong brand with Scott Bair Read LAUNCH Fund 4 Deal Memo & Apply for Funding Buy ANGEL Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt Check out Jason’s suite of newsletters: https://substack.com/@calacanis Follow Jason: Twitter: https://twitter.com/jason Instagram: https://www.instagram.com/jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Follow TWiST: Substack: https://twistartups.substack.com Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Subscribe to the Founder University Podcast: https://www.founder.university/podcast

Dan Siroker

CEO and Co-founder

OptimizelyLimitlessRewind AI

Google, eBay, even the Web itself, in the beginning all of these things appeared as point products, interesting in their way, but small. Of course, they weren’t. “There is this swallow-the-red-pill moment that happens,” Marc Andreessen says, “Where you realize something really, really big is going to happen.” Optimization -- the relentless improvement of everything -- is another one of those ideas. In this segment of the pod, Andreessen joins Optimizely CEO Dan Siroker during the company’s annual conference Opticon for a conversation that covers a huge swath of what’s most exciting in tech today: the spread of optimization tools, privacy trends, artificial intelligence, virtual reality, Bitcoin, and killer robots. All that, and why Donald Trump’s hair could use some A/B testing. The views expressed here are those of the individual AH Capital Management, L.L.C. (“a16z”) personnel quoted and are not the views of a16z or its affiliates. Certain information contained in here has been obtained from third-party sources, including from portfolio companies of funds managed by a16z. While taken from sources believed to be reliable, a16z has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by a16z. (An offering to invest in an a16z fund will be made only by the private placement memorandum, subscription agreement, and other relevant documentation of any such fund and should be read in their entirety.) Any investments or portfolio companies mentioned, referred to, or described are not representative of all investments in vehicles managed by a16z, and there can be no assurance that the investments will be profitable or that other investments made in the future will have similar characteristics or results. A list of investments made by funds managed by Andreessen Horowitz (excluding investments and certain publicly traded cryptocurrencies/ digital assets for which the issuer has not provided permission for a16z to disclose publicly) is available at https://a16z.com/investments/. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see https://a16z.com/disclosures for additional important information. Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dan Siroker

CEO and Co-founder

OptimizelyLimitlessRewind AI