Limitless Podcast
Limitless Podcast

THIS WEEK IN AI: Pope Approves Anthropic, Comparing AI Plans, Starcloud SpaceX Partnership

May 29, 2026

AI Summary

5 min read

The Pope has endorsed Anthropic. Meta is launching a multi-tier subscription blitz starting at $4 a month. SpaceX has a new customer for orbital data centers. And Snowflake’s stock jumped 30% in a single day by proving it can sit on top of frontier AI models rather than be replaced by them. This week’s news roundup from the Limitless Podcast covers a dense set of developments across the AI landscape, from the subscription wars to space-based compute to a new benchmark that actually tests how well models perform on long, real-world coding tasks.

Meta’s Subscription Push and the AI Pricing War

Meta, which has spent roughly $30 billion on AI capex, GPUs, and talent over the past twelve months with little to show for it, is now aggressively entering the subscription game. The company rolled out three tiers of consumer plans: Instagram Plus at $3.99/month, Facebook Plus at $3.99/month, and WhatsApp Plus at $2.99/month. These plans offer profile customization, super reactions, and story insights — but notably do not remove ads. Above those sit creator-focused plans (Plus, Premium, Max) that include the verified blue checkmark, and then Meta’s new AI subscription, Meta One Plus, starting at $8/month. A $20/month plan is positioned to compete head-to-head with ChatGPT Plus, Claude Pro, and Google’s AI offerings.

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What you'll learn

  • 1 (00:00) **Meta Enters the AI Subscription Game** - Meta launches new subscription plans across Instagram, Facebook, and WhatsApp, plus a dedicated AI plan, following $30B in AI spending.
  • 2 (04:20) **Comparing All Major AI Subscription Tiers** - A table comparison of plans from Meta, Google, Claude, ChatGPT, and X/Grok across entry, standard, and premium levels.
  • 3 (08:36) **Meta's Strategic Pressure and Pivot Options** - Meta is under shareholder pressure to show AI revenue, with Zuck hinting at a neocloud pivot if subscriptions fail.
  • 4 (10:31) **Starcloud & SpaceX Partnership for Orbital Data Centers** - Starcloud announces Starcloud 3, a three-ton orbital data center launching on SpaceX's Starship.
  • 5 (11:57) **SpaceX's Expanding AI Alliance** - Elon Musk continues building an AI ecosystem with multiple partners including Anthropic, Cursor, and now Starcloud.
  • 6 (13:43) **Cognition Raises $1B+ at $26B Valuation** - The OG AI agent company (creator of Devin) raises a massive round despite competition from frontier labs.
  • 7 (15:38) **Pope Leo Endorses Anthropic and Calls for AI Governance** - The Pope releases a 50+ page document on AI ethics, specifically calling out Anthropic as a partner.

+ Full timestamped outline available in the app

Show Notes

We need to discuss Meta’s new subscription plans for Instagram, Facebook, WhatsApp, and AI. Then we'll compare them with offerings from Google, Claude, ChatGPT, and X. Can Meta justify its AI spending? If not, what possible fallback strategies can they lean on?

We also explore StarCloud’s planned orbital data center, Cognition’s funding round, a new agentic coding benchmark, Pope Leo’s AI manifesto, and Snowflake’s post-earnings stock jump.

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TIMESTAMPS

0:00 Meta’s New AI Subscriptions
2:51 Comparing Subscription Tiers
9:23 Meta’s Revenue Pressure
10:30 SpaceX Goes Orbital AI
13:42 Cognition's Big Raise
15:37 The AI Pope
18:37 New Benchmarks, New Winners
20:30 Snowflake’s SaaS Comeback

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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

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