The AGI Moment: Davos Insiders Reveal What's Coming

Watch on YouTube ↗  |  January 23, 2026 at 12:01  |  31:51  |  Bankless
Speakers
Ejaaz Ahamadeen — Co-Host, Limitless Podcast (Bankless)
Josh Kale — Co-Host, Limitless Podcast (Bankless)

Summary

This AI roundup covers Davos discussions on AGI, job automation, and the AI race with China, then moves to AI in space and SpaceX's dominance over Blue Origin. The hosts also analyze Apple's rumored AI hardware pin and Siri 2.0, Claude's impact on software and SaaS, Google's Personal Intelligence launch, and Google's potential TPU spinout. Investment takeaways center on Google's AI distribution/data advantage, Apple's AI hardware positioning, and pressure on SaaS companies from coding agents.

  • Davos AI leaders debated AGI timelines, coding automation, and why labs cannot slow down due to China and internal competition.
  • AI in space was a major theme, with Elon Musk predicting space-based AI within three years and SpaceX seen as dominant over Blue Origin.
  • Apple is rumored to be developing an AirTag-sized AI hardware pin and a Gemini-powered Siri 2.0 in iOS 27.
  • Anthropic's Claude Code and Claude Co-work are disrupting software development and raising fears for SaaS business models.
  • Google launched Personal Intelligence, integrating Gemini across Google apps and user data; a TPU spinout rumor was also discussed.
  • The hosts expressed optimism on Google and Apple, skepticism on OpenAI hardware, and bearishness on SaaS companies.
Ideas
Ejaaz Ahamadeen Co-Host, Limitless Podcast (Bankless) 14:17
Apple is best positioned in AI hardware.
Apple is entering AI hardware with an AirTag-sized AI pin and Siri 2.0 powered by Gemini in iOS 27. Ejaaz is optimistic because Apple is the king of consumer hardware, can integrate devices with iOS and personal data, and should benefit from the AI-first device cycle even though AI pins have had a poor track record.
AAPL MED
Ejaaz Ahamadeen Co-Host, Limitless Podcast (Bankless) 19:10
Google wins on AI data distribution.
Google is winning because it has distribution and data: Gemini is embedded in Gmail, Maps, Search, YouTube, and other Google apps, and its Personal Intelligence model can use all of a user's Google data to create hyper-customized AI. If Google also spins out/sells TPU infrastructure and leads in AI science, LLMs, and video models, the current valuation multiple is underpriced.
GOOG HIGH
Ejaaz Ahamadeen Co-Host, Limitless Podcast (Bankless) 21:18
AI coding agents will break SaaS.
Coding agents like Claude Code and Claude Co-work can generate custom, hyper-personalized software from a prompt at a fraction of the cost, which destroys the traditional SaaS moat and the burn-to-acquire-users-then-monetize model. SaaS stocks with 10-15x forward multiples have already sold off double digits, and narrow SaaS companies will continue to fall apart.
SaaS companies HIGH
Josh Kale Co-Host, Limitless Podcast (Bankless) 30:53
Google is a frontier model top dog.
Josh's hottest take is that XAI and Google will battle it out to the end and be the two top dogs in frontier AI models, implying Google remains a leading frontier model company.
GOOG MED
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This Bankless video, published January 23, 2026, features Ejaaz Ahamadeen, Josh Kale discussing AAPL, GOOG, SaaS companies. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Ejaaz Ahamadeen, Josh Kale  · Tickers: AAPL, GOOG, SaaS companies