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Every network begins with its first peers. Introducing the Founding Inference Contributors that are integrated at Halo: Venice private, uncensored inference 0G Labs (Home of Infinite AI) decentralized AI infrastructure NEAR AI fully confidential compute through TEEs And our launch partner Virtuals Protocol, bringing the agent economy to the...

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Warden / Halo

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38,703 görüntüleme • 1 ay önce •via X (Twitter)

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Introducing our first Post Web Accelerator, in partnership with Life Extension Ventures Meet the 8 Startups building the Internet for AI Agents. Congrats to: Alias - Ecosystem that helps users build, launch, and watch interactive virtual AI agents Datai Network - Decentralized data infrastructure provider that serves as the data layer for AI agents and blockchain applications Depinsim - World's first decentralised connectivity protocol empowering borderless communication and payments via crypto eSIM Fiet Protocol by Usher Labs - building Fiet Protocol - Delivers decentralised fiat-to-stablecoin exchange with OTC-matching or lower fees and passive yield LootMogul | SuperAthlete.ai - AI Native, Blockchain Secured, Meme Coin Enabled with 400+ NBA, NFL, UFC athletes @Openformat_tech - SDK and no code platform designed to enhance community engagement through on-chain rewards and reputation systems NettyWorth - AI-loan Infrastructure enabling dApps to launch loan marketplaces with AI-Agents, and Web3 Credit Scores @Duffleinc - Intent-based Abstraction Layer that allows users to swap tokens across any chain without gas fees and/or manual signature approvals

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Erik Voorhees on Venice and the convergence thesis: "Venice is a private, uncensored version of ChatGPT with crypto ethos baked in." "DIEM token holders get a dollar per day of free compute, zero marginal cost inference for agents." "Cryptocurrency was actually just being built for the AI robots. Humans were always awkward with it. Agents won't be."
1:44

Erik Voorhees on Venice and the convergence thesis: "Venice is a private, uncensored version of ChatGPT with crypto ethos baked in." "DIEM token holders get a dollar per day of free compute, zero marginal cost inference for agents." "Cryptocurrency was actually just being built for the AI robots. Humans were always awkward with it. Agents won't be."

The Rollup

48,205 görüntüleme • 4 ay önce

Software may be starting to show early signs of life but I still think the “hard” side of AI has the cleaner lane for 2026 and probably most of 2027. We're nowhere close to done with the physical AI buildout since compute demand is still ahead of supply, power is becoming the bottleneck and every layer of AI infrastructure still needs more capacity. I own some software names but I still see this as more of an oversold bounce than a true leadership rotation away from the companies building the AI infrastructure layer. Software probably becomes a cleaner leadership group once inference costs fall, enterprise AI budgets expand and AI features start flowing through margins but that still feels more like a 2027 story to me.
0:29

Software may be starting to show early signs of life but I still think the “hard” side of AI has the cleaner lane for 2026 and probably most of 2027. We're nowhere close to done with the physical AI buildout since compute demand is still ahead of supply, power is becoming the bottleneck and every layer of AI infrastructure still needs more capacity. I own some software names but I still see this as more of an oversold bounce than a true leadership rotation away from the companies building the AI infrastructure layer. Software probably becomes a cleaner leadership group once inference costs fall, enterprise AI budgets expand and AI features start flowing through margins but that still feels more like a 2027 story to me.

Shay Boloor

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