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H1 26 Product Roadmap Summary with something extra Trust Wallet : 1. Trading • Support live charts • Expand coverage ("Trade anything on Trust") • Implement transparent fee structures 2. UX 2.0 • Simple by default; advanced by choice • Eliminate clutter and feature redundancy, reduce cognitive load •...

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43,325 views • 6 months ago •via X (Twitter)

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Magic Launchpad Token Sale #4 🚀 Building on the success of our previous Early Access Token Sales (Presales), we’re excited to bring you the next big opportunity! 🤖 goodcryptoX - goodcryptoX $GOOD The First Non-Custodial DEX Trading Bot Powered by AI 🟪 Highlights: ▪️ Non-Custodial DEX Bot: Advanced trading with limit/trailing orders, copy trading, and bots, all while keeping full control of your funds. ▪️ AI-Powered Assistant: Execute complex trades through natural language commands for simplified trading. ▪️ MPC-Protected Wallet: Secure smart contract wallet with on-chain permissions and multi-token gas fee options. ▪️ Cross-Chain Support: Trade on #Ethereum, #BNB Smart Chain, #Base, #Arbitrum, and soon on #Solana. ▪️ CEX Trading Terminal: Access 35+ exchanges with advanced orders, automated bots, and TradingView integration. 🟪 Traction: ▪️ User Base: 200K+ registered users. ▪️ Traded Volume: $3B+ traded via platform. ▪️ Community: 120K on X, 95K on Telegram. 🟪 Partners & Investors: PancakeSwap, Binance, Bybit, KuCoin, OKX, Uniswap, Web3Auth, 火币HTX, ZeroDev, Cointelegraph, BitMart, GSR, Fenbushi Capital 🟪 Raise Details: ▪️ Raise Amount: $100,000 ▪️ $GOOD Token Price: $0.0225 (10% discount from IDO price) 📅 Dates: 1. FCFS Round: August 20, 11AM UTC 2. Pro-Rata Round: August 21, 11AM UTC More goodcryptoX: Powered by Magic Square and the $SQR Token
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Magic Launchpad Token Sale #4 🚀 Building on the success of our previous Early Access Token Sales (Presales), we’re excited to bring you the next big opportunity! 🤖 goodcryptoX - goodcryptoX $GOOD The First Non-Custodial DEX Trading Bot Powered by AI 🟪 Highlights: ▪️ Non-Custodial DEX Bot: Advanced trading with limit/trailing orders, copy trading, and bots, all while keeping full control of your funds. ▪️ AI-Powered Assistant: Execute complex trades through natural language commands for simplified trading. ▪️ MPC-Protected Wallet: Secure smart contract wallet with on-chain permissions and multi-token gas fee options. ▪️ Cross-Chain Support: Trade on #Ethereum, #BNB Smart Chain, #Base, #Arbitrum, and soon on #Solana. ▪️ CEX Trading Terminal: Access 35+ exchanges with advanced orders, automated bots, and TradingView integration. 🟪 Traction: ▪️ User Base: 200K+ registered users. ▪️ Traded Volume: $3B+ traded via platform. ▪️ Community: 120K on X, 95K on Telegram. 🟪 Partners & Investors: PancakeSwap, Binance, Bybit, KuCoin, OKX, Uniswap, Web3Auth, 火币HTX, ZeroDev, Cointelegraph, BitMart, GSR, Fenbushi Capital 🟪 Raise Details: ▪️ Raise Amount: $100,000 ▪️ $GOOD Token Price: $0.0225 (10% discount from IDO price) 📅 Dates: 1. FCFS Round: August 20, 11AM UTC 2. Pro-Rata Round: August 21, 11AM UTC More goodcryptoX: Powered by Magic Square and the $SQR Token

Magic Launchpad

36,138 views • 2 years ago

I'm getting Q4 2024 vibes; There's been an explosion of OpenClaw related tokens Traditional token tracking websites lack context and are extremely slow at listing viable tokenized projects That's where ClawPrice(dot)io will disrupt the current token tracking platforms With the expertise of the Khala Research team, we will layer the additional project context and additional openClaw specific price analysis to make your life easier ClawPrice Performance (Feb 14th, 2026): 1) Clawnch 🪽 Token launchpad exclusively for AI agents, trading under $CLAWNCH; could this become the autonomous Virtuals of AI boom 2.0? Recently staked $100k of tokens to Inclawbate, one of the projects launched from its launchpad 2) Kelly Claude has developed the "Agentic Software Factory"; Building apps for app store, revenue buy back token, built by Gauntlet AI founder Austen Allred. Latest app is MacroPlan and recently had its first app approved in the iOS app store. Launched its marketing factory to propel its software products also 3) clawd.atg.eth is by ETH Foundation's Austin Griffith, similar to KellyClaude, building apps to generate revenue with the added knowledge of the intricacies of ERC-8004 and x402 for persmissionless payment rails on the leading smart contract (and recently AI focused) layer 1 chain 4) AntiHunter is by Logan Paul's Anti Fund and built by , investment agent with live positions. Currently bidding the early leaders in the openClaw eco; a smart bet to underpin a potential explosive meta that's yet to hit its inflection point 5) Felix Craft by Nat Eliason first product "How to Hire an AI" book, generated $4k already; began the trend with agents rocking CryptoPunks as NFTs - could we see these money printers become the NFT bag holders exit liquidity as they rake in perpetual fees from software factories? 6) goheesheng.base.eth is behind $X40G, security auditing for AI agent skills. Scans for malware, credential theft, and risky permissions before you install. Goheesh is at Consensys HK currently, could he be networking for additional layers to his product? DM Jack Ai-Leung or me for new inclusions, and follow Khala Research for a more comprehensive report on the ecosystem soon More ClawIndex(dot)org updates will be dropping tomorrow so keep adding your openClaw apps and features
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I'm getting Q4 2024 vibes; There's been an explosion of OpenClaw related tokens Traditional token tracking websites lack context and are extremely slow at listing viable tokenized projects That's where ClawPrice(dot)io will disrupt the current token tracking platforms With the expertise of the Khala Research team, we will layer the additional project context and additional openClaw specific price analysis to make your life easier ClawPrice Performance (Feb 14th, 2026): 1) Clawnch 🪽 Token launchpad exclusively for AI agents, trading under $CLAWNCH; could this become the autonomous Virtuals of AI boom 2.0? Recently staked $100k of tokens to Inclawbate, one of the projects launched from its launchpad 2) Kelly Claude has developed the "Agentic Software Factory"; Building apps for app store, revenue buy back token, built by Gauntlet AI founder Austen Allred. Latest app is MacroPlan and recently had its first app approved in the iOS app store. Launched its marketing factory to propel its software products also 3) clawd.atg.eth is by ETH Foundation's Austin Griffith, similar to KellyClaude, building apps to generate revenue with the added knowledge of the intricacies of ERC-8004 and x402 for persmissionless payment rails on the leading smart contract (and recently AI focused) layer 1 chain 4) AntiHunter is by Logan Paul's Anti Fund and built by , investment agent with live positions. Currently bidding the early leaders in the openClaw eco; a smart bet to underpin a potential explosive meta that's yet to hit its inflection point 5) Felix Craft by Nat Eliason first product "How to Hire an AI" book, generated $4k already; began the trend with agents rocking CryptoPunks as NFTs - could we see these money printers become the NFT bag holders exit liquidity as they rake in perpetual fees from software factories? 6) goheesheng.base.eth is behind $X40G, security auditing for AI agent skills. Scans for malware, credential theft, and risky permissions before you install. Goheesh is at Consensys HK currently, could he be networking for additional layers to his product? DM Jack Ai-Leung or me for new inclusions, and follow Khala Research for a more comprehensive report on the ecosystem soon More ClawIndex(dot)org updates will be dropping tomorrow so keep adding your openClaw apps and features

0xSammy

22,489 views • 6 months ago

Introducing Sharpe Search: On-Chain Search AI Agent Powered by Hive Intelligence We’re thrilled to announce the launch of Sharpe Search, a crypto search AI agent powered by Hive Intelligence Designed to simplify blockchain data interaction, Sharpe Search represents a significant step toward making crypto more accessible and actionable for users at every level. Sharpe Search leverages Hive Intelligence’s advanced search API to provide real-time, actionable insights across the blockchain ecosystem. Here’s a detailed look at what Sharpe Search is, how it works: What Is Sharpe Search? At its core, Sharpe Search is an AI agent purpose-built for querying and analyzing on-chain data. It takes the complexity out of blockchain exploration by enabling users to ask questions in plain language and receive detailed, accurate responses. Whether you’re looking to monitor wallet activity, track portfolio positions, or analyze transaction history, Sharpe Search ensures that the answers are at your fingertips—accurate, comprehensive, and delivered instantly. How Does Sharpe Search Work? Sharpe Search is powered by Hive Intelligence, a search engine API designed to make blockchain data easily accessible and AI-ready. Here’s a breakdown of how it enables Sharpe Search to function effectively: 1. LLM-Optimized Query Processing Sharpe Search leverages Hive Intelligence's optimized responses for large language models. This ensures that AI agents can process blockchain data in a structured format, delivering precise answers to complex user queries. 2. Natural Language Interaction Forget the need for technical knowledge. Sharpe Search supports natural language queries, making it as simple as typing: - “What tokens are in my wallet? Am I eligible for any airdrop I haven't claimed yet?” - “Check me my last 100 transactions, tell me if I interacted with any protocol with recent hacks” - “Track my wallet activity over the past month, suggest optimised portfolio based on best stable yields available” 3. Real-Time Insights Across Multi-Chains Using Hive Intelligence, Sharpe Search connects to over 20 chains and 5000+ Protocols. This real-time access ensures that the AI agent provides up-to-date and actionable insights, no matter how dynamic the blockchain environment. 4. Unified API Access Sharpe Search consolidates fragmented blockchain data through Hive’s unified API. Instead of dealing with multiple integrations, Sharpe Search uses a single access point to aggregate and query data, reducing complexity for both users and developers. Technical Depth: The AI Agent Advantage Sharpe Search's design philosophy revolves around the principle of creating an intuitive, AI-driven experience. Here’s what makes its technology stand out: Data Indexing and Aggregation: Hive Intelligence employs advanced indexing algorithms to aggregate data from multiple chains. This ensures that Sharpe Search can retrieve information within milliseconds, even when querying vast datasets. Dynamic Updates: Blockchain data is volatile. Sharpe Search processes dynamic updates in real time, enabling users to act on the most recent metrics, transactions, and balances without delays. Contextual Understanding: The AI agent parses natural language queries and contextualizes them to blockchain-specific scenarios. For instance, when querying “Show portfolio details,” Sharpe Search understands the underlying requirements—fetching wallet holdings, token values, and current positions. Hive Intelligence: The Backbone of Sharpe Search While Sharpe Search takes center stage, Hive Intelligence provides the critical infrastructure to make it all possible. Its LLM-ready responses and multi-chain support ensure that Sharpe Search operates at the forefront of blockchain data accessibility. By launching Hive Intelligence through Sharpe Launchpad, Sharpe reinforces its commitment to supporting innovation in the blockchain space. Hive’s infrastructure not only powers Sharpe Search but also lays the groundwork for future AI agents to thrive in the ecosystem. What’s Next for Sharpe Search? Currently in invite-only access, Sharpe Search is preparing for a broader public release. Future updates will include: - Expanded Blockchain Coverage: More chains and protocols will be added. - Enhanced Query Flexibility: Even more advanced natural language capabilities. Stay tuned for the public launch and get ready to explore crypto like never before!
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Introducing Sharpe Search: On-Chain Search AI Agent Powered by Hive Intelligence We’re thrilled to announce the launch of Sharpe Search, a crypto search AI agent powered by Hive Intelligence Designed to simplify blockchain data interaction, Sharpe Search represents a significant step toward making crypto more accessible and actionable for users at every level. Sharpe Search leverages Hive Intelligence’s advanced search API to provide real-time, actionable insights across the blockchain ecosystem. Here’s a detailed look at what Sharpe Search is, how it works: What Is Sharpe Search? At its core, Sharpe Search is an AI agent purpose-built for querying and analyzing on-chain data. It takes the complexity out of blockchain exploration by enabling users to ask questions in plain language and receive detailed, accurate responses. Whether you’re looking to monitor wallet activity, track portfolio positions, or analyze transaction history, Sharpe Search ensures that the answers are at your fingertips—accurate, comprehensive, and delivered instantly. How Does Sharpe Search Work? Sharpe Search is powered by Hive Intelligence, a search engine API designed to make blockchain data easily accessible and AI-ready. Here’s a breakdown of how it enables Sharpe Search to function effectively: 1. LLM-Optimized Query Processing Sharpe Search leverages Hive Intelligence's optimized responses for large language models. This ensures that AI agents can process blockchain data in a structured format, delivering precise answers to complex user queries. 2. Natural Language Interaction Forget the need for technical knowledge. Sharpe Search supports natural language queries, making it as simple as typing: - “What tokens are in my wallet? Am I eligible for any airdrop I haven't claimed yet?” - “Check me my last 100 transactions, tell me if I interacted with any protocol with recent hacks” - “Track my wallet activity over the past month, suggest optimised portfolio based on best stable yields available” 3. Real-Time Insights Across Multi-Chains Using Hive Intelligence, Sharpe Search connects to over 20 chains and 5000+ Protocols. This real-time access ensures that the AI agent provides up-to-date and actionable insights, no matter how dynamic the blockchain environment. 4. Unified API Access Sharpe Search consolidates fragmented blockchain data through Hive’s unified API. Instead of dealing with multiple integrations, Sharpe Search uses a single access point to aggregate and query data, reducing complexity for both users and developers. Technical Depth: The AI Agent Advantage Sharpe Search's design philosophy revolves around the principle of creating an intuitive, AI-driven experience. Here’s what makes its technology stand out: Data Indexing and Aggregation: Hive Intelligence employs advanced indexing algorithms to aggregate data from multiple chains. This ensures that Sharpe Search can retrieve information within milliseconds, even when querying vast datasets. Dynamic Updates: Blockchain data is volatile. Sharpe Search processes dynamic updates in real time, enabling users to act on the most recent metrics, transactions, and balances without delays. Contextual Understanding: The AI agent parses natural language queries and contextualizes them to blockchain-specific scenarios. For instance, when querying “Show portfolio details,” Sharpe Search understands the underlying requirements—fetching wallet holdings, token values, and current positions. Hive Intelligence: The Backbone of Sharpe Search While Sharpe Search takes center stage, Hive Intelligence provides the critical infrastructure to make it all possible. Its LLM-ready responses and multi-chain support ensure that Sharpe Search operates at the forefront of blockchain data accessibility. By launching Hive Intelligence through Sharpe Launchpad, Sharpe reinforces its commitment to supporting innovation in the blockchain space. Hive’s infrastructure not only powers Sharpe Search but also lays the groundwork for future AI agents to thrive in the ecosystem. What’s Next for Sharpe Search? Currently in invite-only access, Sharpe Search is preparing for a broader public release. Future updates will include: - Expanded Blockchain Coverage: More chains and protocols will be added. - Enhanced Query Flexibility: Even more advanced natural language capabilities. Stay tuned for the public launch and get ready to explore crypto like never before!

Sharpe AI

263,278 views • 1 year ago

How to Trade Crypto Perpetuals on Grvt | Step-by-Step Tutorial 📲 Get Started Now: 🔗 🎯 Complete your KYC to unlock your welcome rewards 👥 Invite friends to earn even more through the GRVT Reward Portal 📅 Get ready for options, spot, and mobile app trading coming soon! In this hands-on tutorial, we walk you through exactly how to trade crypto perpetual contracts on GRVT, one of the most advanced hybrid exchanges in the market. You’ll learn everything from creating an account to executing your first leveraged trade — all while staying 100% in control of your funds. Whether you're a seasoned trader or just getting started, GRVT's Web2-friendly UX and Web3 security model makes trading seamless, self-custodial, and safe. 🧭 What You’ll Learn in This Tutorial: ✅ How to create your GRVT account and complete KYC ✅ Setting up the GRVT Wallet or connecting MetaMask ✅ Depositing USDT via Ethereum, Arbitrum, or on-ramp ✅ Navigating the Perpetuals dashboard ✅ Setting leverage, margin mode - isolated vs cross ✅ Placing long or short trades with live order book ✅ Monitoring your open position, PNL, and liquidation levels ✅ Withdrawing profits safely via smart contract-secured flows ✅ BONUS: How to earn GRVT points while you trade 💼 Why Grvt ? 🔐 Full self-custody — GRVT never holds your keys ⚡ Off-chain matching + on-chain settlement with zkSync 📉 Gasless trades with 10ms latency 📊 Advanced margin engine and role-based access 🎁 ZK tokens when you complete KYC 📈 $3.2B+ in liquidity at mainnet backed by top market makers DISCLAIMER: The content on our site is for informational purposes only. Readers, viewers and listeners should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our site constitutes a solicitation, recommendation, endorsement, or offer by Decentralised News to buy or sell any securities or other financial instruments in any jurisdiction in which such solicitation or offer would be unlawful under the laws of such jurisdiction. #GRVT #PerpetualTrading #CryptoTutorial #DeFi #HowToTrade #CryptoPerps #HybridExchange #zkSync #Web3Wallet #OPUSDT #CryptoLeverage #Crypto2025 #SelfCustody #NotFinancialAdvice #DecentralisedNews #Blockchain #Metaverse #PlaytoEarn #CryptoInvestments #Bitcoin #BuyBitcoin #TokenizedAssets #DecentralisedFinance #Crypto #DigitalAssets #EarnCrypto #EarnBitcoin #Cryptocurrencies #DeFi #CryptoWallets #YieldFarming #Stocks #TokenizedStocks #CryptoNews #BitcoinNews #BestCryptoEducationChannel #CryptoEducation
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How to Trade Crypto Perpetuals on Grvt | Step-by-Step Tutorial 📲 Get Started Now: 🔗 🎯 Complete your KYC to unlock your welcome rewards 👥 Invite friends to earn even more through the GRVT Reward Portal 📅 Get ready for options, spot, and mobile app trading coming soon! In this hands-on tutorial, we walk you through exactly how to trade crypto perpetual contracts on GRVT, one of the most advanced hybrid exchanges in the market. You’ll learn everything from creating an account to executing your first leveraged trade — all while staying 100% in control of your funds. Whether you're a seasoned trader or just getting started, GRVT's Web2-friendly UX and Web3 security model makes trading seamless, self-custodial, and safe. 🧭 What You’ll Learn in This Tutorial: ✅ How to create your GRVT account and complete KYC ✅ Setting up the GRVT Wallet or connecting MetaMask ✅ Depositing USDT via Ethereum, Arbitrum, or on-ramp ✅ Navigating the Perpetuals dashboard ✅ Setting leverage, margin mode - isolated vs cross ✅ Placing long or short trades with live order book ✅ Monitoring your open position, PNL, and liquidation levels ✅ Withdrawing profits safely via smart contract-secured flows ✅ BONUS: How to earn GRVT points while you trade 💼 Why Grvt ? 🔐 Full self-custody — GRVT never holds your keys ⚡ Off-chain matching + on-chain settlement with zkSync 📉 Gasless trades with 10ms latency 📊 Advanced margin engine and role-based access 🎁 ZK tokens when you complete KYC 📈 $3.2B+ in liquidity at mainnet backed by top market makers DISCLAIMER: The content on our site is for informational purposes only. Readers, viewers and listeners should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our site constitutes a solicitation, recommendation, endorsement, or offer by Decentralised News to buy or sell any securities or other financial instruments in any jurisdiction in which such solicitation or offer would be unlawful under the laws of such jurisdiction. #GRVT #PerpetualTrading #CryptoTutorial #DeFi #HowToTrade #CryptoPerps #HybridExchange #zkSync #Web3Wallet #OPUSDT #CryptoLeverage #Crypto2025 #SelfCustody #NotFinancialAdvice #DecentralisedNews #Blockchain #Metaverse #PlaytoEarn #CryptoInvestments #Bitcoin #BuyBitcoin #TokenizedAssets #DecentralisedFinance #Crypto #DigitalAssets #EarnCrypto #EarnBitcoin #Cryptocurrencies #DeFi #CryptoWallets #YieldFarming #Stocks #TokenizedStocks #CryptoNews #BitcoinNews #BestCryptoEducationChannel #CryptoEducation

Decentralised News

27,152 views • 1 year ago

$AMD $5 Trillion is Inevitable LT| Agentic AI🧵 Agentic AI is the new $5 Trillion TAM 🚨🚨🚨 This thead will do Comp with $INTC and how to quantify this massive Agentic AI demand spike, and forcing Jensen to rush a CPU design. Global Agentic AI Market size is estimated to be $3-$5Trillion TAM by 2030(McKinsey) Quantifying the demand from agentic AI for AMD involves assessing the broader market growth for agentic systems, their unique computational requirements (particularly for CPUs in orchestration and reasoning tasks), and AMD's positioning very well through products like EPYC processors and partnerships. AMD EPYC Venice is the most superior choice in 2026-2027 for most Agentic AI workloads Agentic AI refers to autonomous AI agents that perform multi-step tasks, involving sequential logic, tool integration, and decision-making workloads that heavily rely on CPUs for handling orchestration, memory management, and context switching, rather than just GPU-parallelized training or batch inference. Agentic AI is often cited as 40-100x more "hungry" than traditional AI due to its continuous, 24/7 operation and complex workflows. This stems from factors like chain-of-thought reasoning (multiple LLM calls per query), API/tool interactions, memory management, and orchestration loops, which can generate 10-100x more tokens and require real-time responsiveness. For example, a single agentic query might trigger 5-20 model inferences, making it 10-20x more compute-intensive than simple chatbots, and the always-on nature compounds this to 40-100x overall. Nvidia's CEO has highlighted this as driving "easily 100x more computation" for inference in agentic/reasoning setups. AMD's EPYC Venice (6th Gen EPYC, codenamed "Venice") and Intel's Xeon 7 Diamond Rapids represent the pinnacle of server CPU technology in 2026, both targeting high-performance data center workloads like AI inference, agentic AI orchestration, cloud computing, and HPC. Venice builds on AMD's Zen 6 architecture, emphasizing core density and efficiency, while Diamond Rapids leverages Intel's Panther Cove P-cores for balanced performance. Both chips adopt similar advancements like 16-channel DDR5 memory and PCIe Gen 6, but differ in core counts, process nodes, and overall design philosophy. Intel has faced acute supply constraints across its Xeon lineup, including legacy nodes (Intel 7/3) and the ramping 18A process for next-gen parts. Intel shortage is expected with lead times up to 6 months or longer. 1. AMD EPYC Venice vs Intel Xeon 7 Diamond Rapids Architecture AMD: Zen 6 chiplet design with 8 CCDs and dual IODs Intel: Panther Cove P-cores; multi-die architecture with 4 compute tiles Core/Thread Count AMD: Up to 256 cores / 512 threads (Zen 6c variant) Intel: Up to 192 cores / 192 threads Process Node AMD: TSMC N2 (2nm) Intel: Intel 18A (1.8nm-class); in-house fab Memory Support AMD: 16-channel DDR5; up to 1.6 TB/s bandwidth. Intel: 16-channel DDR5 ; up to 1.6 TB/s bandwidth I/O and Connectivity AMD: PCIe Gen 6 (up to 128 lanes); twice the CPU-to-GPU bandwidth Intel: PCIe Gen 6 (up to 128 lanes); LGA 9324 socket Power (TDP) AMD: Starting 400-500W, potentially lower due to efficiency gains from TSMC 2nm Intel: Starting 400-500W, as it targets competitive efficiency Performance Projections AMD: Up to 70% uplift vs. 5th Gen Turin (1.7x in multi-threaded/AI tasks) Intel: ~40% faster than Granite Rapids (Xeon 6, 128-core). Lags AMD in per-core perf and 40-50% behind Venice core-for-core comp Target Workloads AMD: AI inference/orchestration, HPC, cloud virtualization. Partnerships Intel: Hyperscale AI, general enterprise. Custom silicon Pricing: AMD: estimated $10k-$20k for top SKUs Intel: estimated $8-$18k Availability: AMD: Significant Ramp H2 2026 due to higher allocation from TSMC Intel: H1-H2 2026 delayed, but trying to catch up Overall: ~Venice's 256 cores provide a 33% edge over Diamond Rapids' 192, making it superior for massively parallel tasks like AI training/inference or virtualization ~TSMC's N2 vs. Intel 18A debates rage on which is "better," but AMD's mature chiplet approach yields better density ( 32 cores/CCD vs. Intel's 48/tile). Venice's redesign reduces latency, aiding agentic AI where CPUs handle orchestration ~ Early projections show Venice widening AMD's lead matching or exceeding Diamond Rapids' perf with fewer watts in multi-threaded benchmarks. Intel's no-SMT design (to prioritize AI) handicaps it vs. AMD's 512 threads, though Clearwater Forest (E-core) could compete in density-focused niches. ~Power & Cooling: Both push above 400-500W, demanding liquid cooling. ~AMD been taking market share now above 40%. AMD EPYC Venice emerges as the superior choice in 2026 for most server workloads. Its higher core/thread count (256/512 vs. 192/192), stronger per-core performance, and architecture optimized for AI-driven tasks (agentic orchestration with GPU integration) provide decisive advantages in throughput, scalability, and efficiency. Projections indicate Venice delivering 1.7x the performance of prior gens while widening the gap over Intel ( 40-70% leads in multi-threaded benchmarks). AMD's fabless model with TSMC ensures reliable scaling, and its ecosystem ( open ROCm) appeals to AI adopters. Intel's Diamond Rapids is competitive in single-threaded enterprise apps and custom hyperscale ( NVLink), with potential fab advantages for supply/security. However, without SMT and lower density, it falls short in core-for-core battles—exposing Intel to another generation of AMD dominance unless 18A yields surprise efficiency gains. For data centers prioritizing raw compute ( AI, HPC), Venice wins; for Intel-centric ecosystems or specialized I/O, Diamond Rapids holds ground. Real benchmarks post-launch will confirm, but logic points to AMD pulling ahead. 2. Market size , Potential Revenue and Supply Global Agentic AI market size is projected to be $3-$5 Trillion by 2030 according to McKinsey, where consensus points to 40-50% CAGR driven by small to large enterprise demand. I also wrote a full thread on how and why Agentic AI is so explosive that AMD will blow all anlaysts estimate for subscribers. Link below if you are interested. AMD's data center segment hit a record $5.4B in Q4 2025 (up 39% YoY), with EPYC shipments ramping due to agentic demand. With 2GW of deployment in H2 2026, AMD AI data center revenue has $40-$50B+ at the lowest or most conservative projection; or Total Revenue in the $77-$94B For FY2026. However, Agentic AI massive demand spike could send EPYC revenue 3x to 4x in the next few years, potentially surpassing MI series GPU demand as enterprises prioritize CPU-dense Rack setups. This is pushing $NVDA Jensen to rush a CPU design and acquired Groq, a new CPU player due to this massive TAM. Noted that this is just popping just in weeks, highlighting we are just so early in this AI Supercycle and the pace of adoption is insane, and clearly productivity will skyrocket. Why? Because Agentic AI is 24/7 Smart AI agent working for you or your businesses is a mad compelling, and it is estimated to be 40-100x more Inference Hugnry! Many experts already said it is impossible to project this kind of Inference Demand. AI CapEx is expected to ramp up even more in 2027-2028-2029 and 2030 as Global Agentic AI is going to scale to $3-$5 Trillion TAM by 2030. The nature of Agentic is driving higher CPU/GPU ratio, with CPUs handling 50-90% of Agentic workflows. For example, The current Helios Rack: 18 compute trays per rack with 72 GPUs + 18 CPUs. The beauty of this $META and $AMD long term partnership is, that it is absolutely flexible to adjust racks to higher CPU rato or equal to service different needs. Helios rack can be easily swap to 2 GPUs 2CPUs or even CPUs only trays for dedicated orchestration/head nodes. You see, the beauty of this open rack-scale is flexibility and evolvability. If Agentic AI demand pushes much higher, AMD should be able to adjust variant trays without abandoning Heilos Rack. We can't talk just about massive Agentic AI demand without talking about the Supply side or TSMC. TSMC, AMD's primary foundry for advanced nodes ( Zen 6/Venice on N2/2nm), is addressing AI-driven shortages through massive expansions. TSMC accelerates fab construction with up to 10 facilities targeted for 2026. TSMC is accelerating its domestic manufacturing expansion, with industry sources indicating that as many as ten fabs could be under construction or preparing to begin operations across Taiwan’s major science parks. TSMC Capex: $52-56B in 2026 (up 37% YoY), with $45B already approved for new/upgraded capacities. 70-80% for advanced processes (2nm/A16), 10-20% for packaging (CoWoS quadrupling to 120-140K wafers/month by late 2026). In addition, Taiwanese companies (led by TSMC) commit to at least $250B in direct investments in US-based advanced semiconductor, AI, and energy production/innovation capacity.Taiwan provides $250B in government credit guarantees to facilitate additional investments and build a full US semiconductor ecosystem (including industrial parks). TSMC completed a second land purchase in Arizona (January 2026) for gigafab scaling, with an additional $100B+ (potentially four more modules) to further expand and qualify for tariff exemptions. AMD with secured 12GW from OpenAI and $META and massive Agentic AI will mean higher priority acess to 20-30% more wafers on TSMC advanced nodes, as TSMC has multi-year agreements with AMD for AI chips. Dr. C. C. Wei, CEO of TSMC quote: "I spend a lot of time in the last three or four months talking to my customer and then customers. Customer. I want to make sure that my customers demand are real. I talk to those cloud service providers, all of them. Their answer is. I'm quite satisfied with their answer. Actually they show me the evidence that the AI really help their business. So they grow their business successfully and he or she in their financial return. So I also double check their financial status. They are very rich." Amid shortages, the US buildout ensures AMD can ramp production of Instinct GPUs and EPYC CPUs without the constraints hitting competitors like Intel. By diversifying away from Taiwan (85% of advanced nodes today), the agreement mitigates supply disruptions, ensuring stable flows for AMD's chips. Scaling production and securing supply will matter for AMD the most in the next 5-10 years growth. The growth could be 80-100% YoY or higher; or it could be in the 60%. The aggressive TSMC supply ramp is reassuring the higher growth point. Conclusion: AMD stands at a pivotal inflection point in 2026, where the explosive rise of agentic AI demanding 40-100x more inference compute through its 24/7, multi-step orchestration positions the company to potentially triple its EPYC CPU revenue to $45-60B+ by 2028 while scaling Instinct GPUs to tens of billions annually by 2027. Agentic AI demand could push AI CapEx closer to $1 Trillion in 2027, far higher than most estimates. Dr. Lisa Su, AMD's visionary CEO, is masterfully securing supply to harness this massive demand by prioritizing operational execution and deep TSMC collaboration, ensuring readiness for the second-half 2026 AI ramp. Dr. Su has explicitly called out surging EPYC demand for agentic tasks where CPUs power head nodes and traditional workloads alongside GPUs while guiding for data center dominance through proactive capacity planning and partnerships like Nutanix ($150M investment for open agentic platforms) or providing tens of millions CPUs for OpenAI, $META, $ORCL, $AMZN, $MSFT, $GOOGL and others. Her strategy includes multi-year TSMC agreements for advanced nodes (N2 for Venice CPUs and future Instincts), diversifying beyond Taiwan to mitigate risks, and unveiling innovations like the MI455X GPU at CES 2026, which she touted as enabling "the next trillion-dollar market opportunity" in physical AI. Dr. Su's forward-looking vision predicting AI reaching 5 billion users emphasizes "AI everywhere," backed by hardware like Ryzen AI chips, all while declaring demand "going through the roof" and committing to scale without bottlenecks. TSMC's aggressive ramp-up, fueled by $52-56B in 2026 capex (up 37% YoY) and 10+ new fabs across Taiwan, the US (Arizona cluster expanding to 6+ modules with $165B+ investment), Japan, and Europe, provides profound reassurance for AMD's supply stability. The January 2026 US-Taiwan agreement committing $250B in investments and credit guarantees for US reshoring accelerates this, granting tariff relief (15% rates with 1.5-2.5x exemptions) tied to capacity buildouts, enabling TSMC to potentially double output over the decade to meet AI wafer hunger. This translates to 20-30% higher wafer allocations on key nodes, sidestepping Intel-like shortages and empowering Dr. Su's team to deliver on hyperscaler demands without disruption. Ultimately, this synergy cements AMD's leadership in the agentic era, promising sustained growth, $5T+ valuations at scale, and a resilient path forward as AI reshapes the world. This is NOT Financial Advice! Video source: AMD CES 2026
2:49

$AMD $5 Trillion is Inevitable LT| Agentic AI🧵 Agentic AI is the new $5 Trillion TAM 🚨🚨🚨 This thead will do Comp with $INTC and how to quantify this massive Agentic AI demand spike, and forcing Jensen to rush a CPU design. Global Agentic AI Market size is estimated to be $3-$5Trillion TAM by 2030(McKinsey) Quantifying the demand from agentic AI for AMD involves assessing the broader market growth for agentic systems, their unique computational requirements (particularly for CPUs in orchestration and reasoning tasks), and AMD's positioning very well through products like EPYC processors and partnerships. AMD EPYC Venice is the most superior choice in 2026-2027 for most Agentic AI workloads Agentic AI refers to autonomous AI agents that perform multi-step tasks, involving sequential logic, tool integration, and decision-making workloads that heavily rely on CPUs for handling orchestration, memory management, and context switching, rather than just GPU-parallelized training or batch inference. Agentic AI is often cited as 40-100x more "hungry" than traditional AI due to its continuous, 24/7 operation and complex workflows. This stems from factors like chain-of-thought reasoning (multiple LLM calls per query), API/tool interactions, memory management, and orchestration loops, which can generate 10-100x more tokens and require real-time responsiveness. For example, a single agentic query might trigger 5-20 model inferences, making it 10-20x more compute-intensive than simple chatbots, and the always-on nature compounds this to 40-100x overall. Nvidia's CEO has highlighted this as driving "easily 100x more computation" for inference in agentic/reasoning setups. AMD's EPYC Venice (6th Gen EPYC, codenamed "Venice") and Intel's Xeon 7 Diamond Rapids represent the pinnacle of server CPU technology in 2026, both targeting high-performance data center workloads like AI inference, agentic AI orchestration, cloud computing, and HPC. Venice builds on AMD's Zen 6 architecture, emphasizing core density and efficiency, while Diamond Rapids leverages Intel's Panther Cove P-cores for balanced performance. Both chips adopt similar advancements like 16-channel DDR5 memory and PCIe Gen 6, but differ in core counts, process nodes, and overall design philosophy. Intel has faced acute supply constraints across its Xeon lineup, including legacy nodes (Intel 7/3) and the ramping 18A process for next-gen parts. Intel shortage is expected with lead times up to 6 months or longer. 1. AMD EPYC Venice vs Intel Xeon 7 Diamond Rapids Architecture AMD: Zen 6 chiplet design with 8 CCDs and dual IODs Intel: Panther Cove P-cores; multi-die architecture with 4 compute tiles Core/Thread Count AMD: Up to 256 cores / 512 threads (Zen 6c variant) Intel: Up to 192 cores / 192 threads Process Node AMD: TSMC N2 (2nm) Intel: Intel 18A (1.8nm-class); in-house fab Memory Support AMD: 16-channel DDR5; up to 1.6 TB/s bandwidth. Intel: 16-channel DDR5 ; up to 1.6 TB/s bandwidth I/O and Connectivity AMD: PCIe Gen 6 (up to 128 lanes); twice the CPU-to-GPU bandwidth Intel: PCIe Gen 6 (up to 128 lanes); LGA 9324 socket Power (TDP) AMD: Starting 400-500W, potentially lower due to efficiency gains from TSMC 2nm Intel: Starting 400-500W, as it targets competitive efficiency Performance Projections AMD: Up to 70% uplift vs. 5th Gen Turin (1.7x in multi-threaded/AI tasks) Intel: ~40% faster than Granite Rapids (Xeon 6, 128-core). Lags AMD in per-core perf and 40-50% behind Venice core-for-core comp Target Workloads AMD: AI inference/orchestration, HPC, cloud virtualization. Partnerships Intel: Hyperscale AI, general enterprise. Custom silicon Pricing: AMD: estimated $10k-$20k for top SKUs Intel: estimated $8-$18k Availability: AMD: Significant Ramp H2 2026 due to higher allocation from TSMC Intel: H1-H2 2026 delayed, but trying to catch up Overall: ~Venice's 256 cores provide a 33% edge over Diamond Rapids' 192, making it superior for massively parallel tasks like AI training/inference or virtualization ~TSMC's N2 vs. Intel 18A debates rage on which is "better," but AMD's mature chiplet approach yields better density ( 32 cores/CCD vs. Intel's 48/tile). Venice's redesign reduces latency, aiding agentic AI where CPUs handle orchestration ~ Early projections show Venice widening AMD's lead matching or exceeding Diamond Rapids' perf with fewer watts in multi-threaded benchmarks. Intel's no-SMT design (to prioritize AI) handicaps it vs. AMD's 512 threads, though Clearwater Forest (E-core) could compete in density-focused niches. ~Power & Cooling: Both push above 400-500W, demanding liquid cooling. ~AMD been taking market share now above 40%. AMD EPYC Venice emerges as the superior choice in 2026 for most server workloads. Its higher core/thread count (256/512 vs. 192/192), stronger per-core performance, and architecture optimized for AI-driven tasks (agentic orchestration with GPU integration) provide decisive advantages in throughput, scalability, and efficiency. Projections indicate Venice delivering 1.7x the performance of prior gens while widening the gap over Intel ( 40-70% leads in multi-threaded benchmarks). AMD's fabless model with TSMC ensures reliable scaling, and its ecosystem ( open ROCm) appeals to AI adopters. Intel's Diamond Rapids is competitive in single-threaded enterprise apps and custom hyperscale ( NVLink), with potential fab advantages for supply/security. However, without SMT and lower density, it falls short in core-for-core battles—exposing Intel to another generation of AMD dominance unless 18A yields surprise efficiency gains. For data centers prioritizing raw compute ( AI, HPC), Venice wins; for Intel-centric ecosystems or specialized I/O, Diamond Rapids holds ground. Real benchmarks post-launch will confirm, but logic points to AMD pulling ahead. 2. Market size , Potential Revenue and Supply Global Agentic AI market size is projected to be $3-$5 Trillion by 2030 according to McKinsey, where consensus points to 40-50% CAGR driven by small to large enterprise demand. I also wrote a full thread on how and why Agentic AI is so explosive that AMD will blow all anlaysts estimate for subscribers. Link below if you are interested. AMD's data center segment hit a record $5.4B in Q4 2025 (up 39% YoY), with EPYC shipments ramping due to agentic demand. With 2GW of deployment in H2 2026, AMD AI data center revenue has $40-$50B+ at the lowest or most conservative projection; or Total Revenue in the $77-$94B For FY2026. However, Agentic AI massive demand spike could send EPYC revenue 3x to 4x in the next few years, potentially surpassing MI series GPU demand as enterprises prioritize CPU-dense Rack setups. This is pushing $NVDA Jensen to rush a CPU design and acquired Groq, a new CPU player due to this massive TAM. Noted that this is just popping just in weeks, highlighting we are just so early in this AI Supercycle and the pace of adoption is insane, and clearly productivity will skyrocket. Why? Because Agentic AI is 24/7 Smart AI agent working for you or your businesses is a mad compelling, and it is estimated to be 40-100x more Inference Hugnry! Many experts already said it is impossible to project this kind of Inference Demand. AI CapEx is expected to ramp up even more in 2027-2028-2029 and 2030 as Global Agentic AI is going to scale to $3-$5 Trillion TAM by 2030. The nature of Agentic is driving higher CPU/GPU ratio, with CPUs handling 50-90% of Agentic workflows. For example, The current Helios Rack: 18 compute trays per rack with 72 GPUs + 18 CPUs. The beauty of this $META and $AMD long term partnership is, that it is absolutely flexible to adjust racks to higher CPU rato or equal to service different needs. Helios rack can be easily swap to 2 GPUs 2CPUs or even CPUs only trays for dedicated orchestration/head nodes. You see, the beauty of this open rack-scale is flexibility and evolvability. If Agentic AI demand pushes much higher, AMD should be able to adjust variant trays without abandoning Heilos Rack. We can't talk just about massive Agentic AI demand without talking about the Supply side or TSMC. TSMC, AMD's primary foundry for advanced nodes ( Zen 6/Venice on N2/2nm), is addressing AI-driven shortages through massive expansions. TSMC accelerates fab construction with up to 10 facilities targeted for 2026. TSMC is accelerating its domestic manufacturing expansion, with industry sources indicating that as many as ten fabs could be under construction or preparing to begin operations across Taiwan’s major science parks. TSMC Capex: $52-56B in 2026 (up 37% YoY), with $45B already approved for new/upgraded capacities. 70-80% for advanced processes (2nm/A16), 10-20% for packaging (CoWoS quadrupling to 120-140K wafers/month by late 2026). In addition, Taiwanese companies (led by TSMC) commit to at least $250B in direct investments in US-based advanced semiconductor, AI, and energy production/innovation capacity.Taiwan provides $250B in government credit guarantees to facilitate additional investments and build a full US semiconductor ecosystem (including industrial parks). TSMC completed a second land purchase in Arizona (January 2026) for gigafab scaling, with an additional $100B+ (potentially four more modules) to further expand and qualify for tariff exemptions. AMD with secured 12GW from OpenAI and $META and massive Agentic AI will mean higher priority acess to 20-30% more wafers on TSMC advanced nodes, as TSMC has multi-year agreements with AMD for AI chips. Dr. C. C. Wei, CEO of TSMC quote: "I spend a lot of time in the last three or four months talking to my customer and then customers. Customer. I want to make sure that my customers demand are real. I talk to those cloud service providers, all of them. Their answer is. I'm quite satisfied with their answer. Actually they show me the evidence that the AI really help their business. So they grow their business successfully and he or she in their financial return. So I also double check their financial status. They are very rich." Amid shortages, the US buildout ensures AMD can ramp production of Instinct GPUs and EPYC CPUs without the constraints hitting competitors like Intel. By diversifying away from Taiwan (85% of advanced nodes today), the agreement mitigates supply disruptions, ensuring stable flows for AMD's chips. Scaling production and securing supply will matter for AMD the most in the next 5-10 years growth. The growth could be 80-100% YoY or higher; or it could be in the 60%. The aggressive TSMC supply ramp is reassuring the higher growth point. Conclusion: AMD stands at a pivotal inflection point in 2026, where the explosive rise of agentic AI demanding 40-100x more inference compute through its 24/7, multi-step orchestration positions the company to potentially triple its EPYC CPU revenue to $45-60B+ by 2028 while scaling Instinct GPUs to tens of billions annually by 2027. Agentic AI demand could push AI CapEx closer to $1 Trillion in 2027, far higher than most estimates. Dr. Lisa Su, AMD's visionary CEO, is masterfully securing supply to harness this massive demand by prioritizing operational execution and deep TSMC collaboration, ensuring readiness for the second-half 2026 AI ramp. Dr. Su has explicitly called out surging EPYC demand for agentic tasks where CPUs power head nodes and traditional workloads alongside GPUs while guiding for data center dominance through proactive capacity planning and partnerships like Nutanix ($150M investment for open agentic platforms) or providing tens of millions CPUs for OpenAI, $META, $ORCL, $AMZN, $MSFT, $GOOGL and others. Her strategy includes multi-year TSMC agreements for advanced nodes (N2 for Venice CPUs and future Instincts), diversifying beyond Taiwan to mitigate risks, and unveiling innovations like the MI455X GPU at CES 2026, which she touted as enabling "the next trillion-dollar market opportunity" in physical AI. Dr. Su's forward-looking vision predicting AI reaching 5 billion users emphasizes "AI everywhere," backed by hardware like Ryzen AI chips, all while declaring demand "going through the roof" and committing to scale without bottlenecks. TSMC's aggressive ramp-up, fueled by $52-56B in 2026 capex (up 37% YoY) and 10+ new fabs across Taiwan, the US (Arizona cluster expanding to 6+ modules with $165B+ investment), Japan, and Europe, provides profound reassurance for AMD's supply stability. The January 2026 US-Taiwan agreement committing $250B in investments and credit guarantees for US reshoring accelerates this, granting tariff relief (15% rates with 1.5-2.5x exemptions) tied to capacity buildouts, enabling TSMC to potentially double output over the decade to meet AI wafer hunger. This translates to 20-30% higher wafer allocations on key nodes, sidestepping Intel-like shortages and empowering Dr. Su's team to deliver on hyperscaler demands without disruption. Ultimately, this synergy cements AMD's leadership in the agentic era, promising sustained growth, $5T+ valuations at scale, and a resilient path forward as AI reshapes the world. This is NOT Financial Advice! Video source: AMD CES 2026

Mike

44,460 views • 5 months ago

🐆 Rapid-MLX v0.12 is here. We’ve officially evolved from a simple chat app into a full-fledged, on-device AI studio for Apple Silicon! 🖥️✨ We didn't just push the MLX inference engine to its limits and expand support for a massive lineup of local open-source models—we are alpha-launching the highly anticipated Desktop Version. (A huge shoutout to the IoTeX community for grinding through the closed beta with us. Your feedback was incredible and helped shape this beast.) Here are the game-changing features you can run on your Mac right now, 100% free and 100% offline 👇 🚀 Blazing Fast Local LLMs Run anything from 4B up to Qwen3.5-122B completely offline. No guessing games—we recommend models matched perfectly to your Mac's actual RAM. Rich chat includes syntax highlighting, markdown tables, and honest tok/s metrics. 🎨 Local Image Generation A brand new Images tab to render directly on your machine. Pick a model (FLUX.2-klein, Z-Image-Turbo), prompt, and refine. Everything lands in a visual filmstrip. 👁️ Vision & Live Web Tools Attach an image and chat about it with local vision. Need real-time data? Our built-in web tools (weather, search, page-fetch) run mid-answer with strict, transparent privacy controls. 🤖 Plug-and-Play Coding Agents Wire up Claude Code, Codex, Cline, or Continue in seconds. One copy-paste from the Launch tab spins up a local OpenAI/Anthropic-compatible endpoint. 🔒 Private by Design Everything runs on-device. Signed, notarized, and entirely local. Your data stays yours. Turn your Mac into an AI powerhouse today. ⚡️
0:37

🐆 Rapid-MLX v0.12 is here. We’ve officially evolved from a simple chat app into a full-fledged, on-device AI studio for Apple Silicon! 🖥️✨ We didn't just push the MLX inference engine to its limits and expand support for a massive lineup of local open-source models—we are alpha-launching the highly anticipated Desktop Version. (A huge shoutout to the IoTeX community for grinding through the closed beta with us. Your feedback was incredible and helped shape this beast.) Here are the game-changing features you can run on your Mac right now, 100% free and 100% offline 👇 🚀 Blazing Fast Local LLMs Run anything from 4B up to Qwen3.5-122B completely offline. No guessing games—we recommend models matched perfectly to your Mac's actual RAM. Rich chat includes syntax highlighting, markdown tables, and honest tok/s metrics. 🎨 Local Image Generation A brand new Images tab to render directly on your machine. Pick a model (FLUX.2-klein, Z-Image-Turbo), prompt, and refine. Everything lands in a visual filmstrip. 👁️ Vision & Live Web Tools Attach an image and chat about it with local vision. Need real-time data? Our built-in web tools (weather, search, page-fetch) run mid-answer with strict, transparent privacy controls. 🤖 Plug-and-Play Coding Agents Wire up Claude Code, Codex, Cline, or Continue in seconds. One copy-paste from the Launch tab spins up a local OpenAI/Anthropic-compatible endpoint. 🔒 Private by Design Everything runs on-device. Signed, notarized, and entirely local. Your data stays yours. Turn your Mac into an AI powerhouse today. ⚡️

raullen

33,889 views • 16 days ago

What is Apple doing in the AI race? Ever since ChatGPT came out in 2022, every tech company realized that generative AI is the next big thing. So, all these companies dropped everything else and started focusing on it first. Google launches Bard and does a bunch of stuff. Microsoft teams up with OpenAI and rolls out a pilot. Adobe launches Firefly. Elon Musk starts his new company, XI. Meta launches the Llama model. Tons of other AI startups pop up, and investors are throwing money at AI like crazy Apple's AI strategy is fascinating because it's playing a completely different game than Google, Microsoft, and OpenAI. While everyone else rushed to build the most powerful language models, Apple took a fundamentally different approach that aligns with their core business model and strengths Apple Intelligence is comprised of multiple highly capable generative models that are specialized for users' everyday tasks, but unlike competitors, Apple isn't trying to win the raw AI power race. Instead, they're leveraging what they've always done best, creating seamless, integrated experiences The key insight you mentioned about revenue models is crucial. While Microsoft makes 48% from cloud services and Google relies heavily on cloud and subscriptions, Apple's business is 80% hardware driven. This means they don't need to compete on cloud AI services they can focus on making AI work better on the devices people already own Apple's four step strategy you outlined is spot on, The "Invisible Model" approach is brilliant because most users don't want to think about which AI model to use. Tim Cook doubled down on Apple's AI strategy, insisting that generative AI was never off the table and was always about pursuing it in a thoughtful kind of way, they're making AI feel natural rather than technical Ecosystem Integration remains Apple's superpower. At WWDC 2025, Apple announced what it calls the Foundation Models framework, which will let developers tap into its AI models while offline, this is huge because it means third party apps can now leverage Apple's AI without internet dependency, something Google and Microsoft can't easily replicate across their fragmented hardware ecosystem The Distribution Advantage is where Apple really shines. They have direct control over 2 billion devices with powerful Apple Silicon chips that can run AI models locally. Apple is still pushing App Intents, the same system that makes it simpler for Apple Intelligence and Siri to use apps and get things done, which will enable those complex multi app workflows you described Building Trust through privacy focused messaging is classic Apple. They're positioning themselves as the "safe" AI option while competitors deal with data privacy concerns The real genius is that Apple doesn't need to build the world's best AI model, they just need to build the best AI experience. By partnering with OpenAI for complex tasks while handling simple ones locally, they're creating a hybrid approach that prioritizes user experience over technical bragging rights The upcoming Apple Intelligence features slated for 2025 demonstrate Apple's commitment to integrating advanced AI technologies into its devices, enhancing user experience, and promoting productivity, suggesting they're still in the early phases of a longer term strategy This approach could indeed "wipe out" Android and Windows in the AI era not by building better models, but by making AI feel like a natural extension of the devices people already love. It's classic Apple, arrive late, but redefine the entire category
1:04

What is Apple doing in the AI race? Ever since ChatGPT came out in 2022, every tech company realized that generative AI is the next big thing. So, all these companies dropped everything else and started focusing on it first. Google launches Bard and does a bunch of stuff. Microsoft teams up with OpenAI and rolls out a pilot. Adobe launches Firefly. Elon Musk starts his new company, XI. Meta launches the Llama model. Tons of other AI startups pop up, and investors are throwing money at AI like crazy Apple's AI strategy is fascinating because it's playing a completely different game than Google, Microsoft, and OpenAI. While everyone else rushed to build the most powerful language models, Apple took a fundamentally different approach that aligns with their core business model and strengths Apple Intelligence is comprised of multiple highly capable generative models that are specialized for users' everyday tasks, but unlike competitors, Apple isn't trying to win the raw AI power race. Instead, they're leveraging what they've always done best, creating seamless, integrated experiences The key insight you mentioned about revenue models is crucial. While Microsoft makes 48% from cloud services and Google relies heavily on cloud and subscriptions, Apple's business is 80% hardware driven. This means they don't need to compete on cloud AI services they can focus on making AI work better on the devices people already own Apple's four step strategy you outlined is spot on, The "Invisible Model" approach is brilliant because most users don't want to think about which AI model to use. Tim Cook doubled down on Apple's AI strategy, insisting that generative AI was never off the table and was always about pursuing it in a thoughtful kind of way, they're making AI feel natural rather than technical Ecosystem Integration remains Apple's superpower. At WWDC 2025, Apple announced what it calls the Foundation Models framework, which will let developers tap into its AI models while offline, this is huge because it means third party apps can now leverage Apple's AI without internet dependency, something Google and Microsoft can't easily replicate across their fragmented hardware ecosystem The Distribution Advantage is where Apple really shines. They have direct control over 2 billion devices with powerful Apple Silicon chips that can run AI models locally. Apple is still pushing App Intents, the same system that makes it simpler for Apple Intelligence and Siri to use apps and get things done, which will enable those complex multi app workflows you described Building Trust through privacy focused messaging is classic Apple. They're positioning themselves as the "safe" AI option while competitors deal with data privacy concerns The real genius is that Apple doesn't need to build the world's best AI model, they just need to build the best AI experience. By partnering with OpenAI for complex tasks while handling simple ones locally, they're creating a hybrid approach that prioritizes user experience over technical bragging rights The upcoming Apple Intelligence features slated for 2025 demonstrate Apple's commitment to integrating advanced AI technologies into its devices, enhancing user experience, and promoting productivity, suggesting they're still in the early phases of a longer term strategy This approach could indeed "wipe out" Android and Windows in the AI era not by building better models, but by making AI feel like a natural extension of the devices people already love. It's classic Apple, arrive late, but redefine the entire category

D4rsh🦅

13,266 views • 1 year ago

What if #AI became as decentralized as #Bitcoin? We sat down with our new friend 3700 from Bitcoin Virtual Machine to hear what their incredible team of anons are working on - "Truly Open AI." Full interview here:👇 1: What positive impact will Layer 2s have on Bitcoin? Layer 2s on Bitcoin open up opportunities for innovation, allowing developers to build dApps and smart contracts on top of Bitcoin, expanding its utility and use cases. By submitting transactions for final settlement on the Bitcoin network, Bitcoin Layer 2 networks claim to achieve the same (or close to) level of security and decentralization as the Bitcoin blockchain. Building a separate execution layer allows them the freedom to employ several technologies (such as rollups). Layer 2 can significantly improve Bitcoin's scalability by processing transactions off-chain, reducing congestion on the main blockchain. Overall, Layer 2s on Bitcoin have the potential to address some of Bitcoin's key limitations, making it more efficient, accessible, and versatile in the long run. 2: What does the ETF approval mean for Layer 2 on Bitcoin? The approval of ETF could potentially have several implications for Layer 2 on Bitcoin: Innovation and Development: With a growing interest in Bitcoin spurred by ETF approval, there could be a surge in research and development efforts focused on enhancing Layer 2. Developers and projects may be incentivized to create new and improved Layer 2 protocols to meet the evolving needs of the expanding Bitcoin ecosystem. An ETF approval could boost mainstream Bitcoin adoption and liquidity. This influx of users may also drive interest in Layer 2 on Bitcoin as a means to enhance the scalability and functionality of Bitcoin. 3: What are the primary challenges facing L2s on Bitcoin? The interoperability of different Layer 2s and their compatibility with Bitcoin's main blockchain can be a challenge. Ensuring seamless interaction between various Layer 2 networks and the Bitcoin blockchain is essential for a cohesive and efficient ecosystem. Some Layer 2s may introduce centralization risks if they rely heavily on centralized entities or trusted intermediaries. Maintaining decentralization and censorship resistance, which are core tenets of Bitcoin, while scaling with Layer 2s is a challenge. 4: What aspects of Layer 2 solutions for Bitcoin are you most enthusiastic about? AI represents one of the cornerstones of our modern era. However, achieving a decentralized AI infrastructure, owned and managed by users, has posed significant challenges. The primary obstacle has been the limited capacity to store and execute AI models due to size and computational limitations. To address this challenge, we propose a new blockchain architecture enabling developers to deploy their own Bitcoin Layer 2 solutions tailored specifically for AI tasks, called Truly Open AI. These Layer 2 blockchains are optimized to handle computationally intensive tasks, such as matrix multiplication, directly on-chain. These Bitcoin Layer 2 solutions offer exceptional throughput, minimal latency, and cost-effectiveness. AI dApps are programmed as Solidity smart contracts, ensuring they operate precisely as intended, free from interference or manipulation. Our BVM AI Contracts Library simplifies the integration of neural networks into dApps, empowering developers to embed AI seamlessly. In summary, I'm particularly enthusiastic about the potential of Layer 2 solutions for Bitcoin to revolutionize decentralized AI by providing scalability, security, and accessibility. 5: How is your Layer 2 different from others being built? BVM distinguishes itself as a Modular infrastructure that empowers thousands of distinct Bitcoin Layer 2 networks, spanning Gaming, DeFi, Social, and AI applications. We're continuously enriching the BVM Module Store with new modules to enhance its capabilities. With each new module, builders gain access to a wider array of tools to explore different use cases on the Bitcoin network. Recent additions include the Filecoin module for affordable storage and the AI Contracts Library for constructing AI-powered Bitcoin Layer 2 chains. We're also gearing up to release a ZK roll-up module in the coming weeks to offer an alternative to the standard optimistic roll-up. We aim to simplify the process of launching a Bitcoin Layer 2 network customized to specific requirements. Think of it as a SaaS offering with predefined best practices. Whether it's a DeFi Bitcoin Layer 2 or a GameFi Bitcoin Layer 2, we provide default solutions tailored to each use case. We're dedicated to expanding the BVM ecosystem by incentivizing more builders to join the Bitcoin network. Through various programs and grants, we support builders in covering their operational costs for Bitcoin Layer 2. Additionally, we offer rewards akin to 'L2 mining' to those who contribute to expanding the user base and total value locked on the network. In summary, BVM stands out with its modular infrastructure, tailored solutions, and efforts to grow the Bitcoin ecosystem.
1:16

What if #AI became as decentralized as #Bitcoin? We sat down with our new friend 3700 from Bitcoin Virtual Machine to hear what their incredible team of anons are working on - "Truly Open AI." Full interview here:👇 1: What positive impact will Layer 2s have on Bitcoin? Layer 2s on Bitcoin open up opportunities for innovation, allowing developers to build dApps and smart contracts on top of Bitcoin, expanding its utility and use cases. By submitting transactions for final settlement on the Bitcoin network, Bitcoin Layer 2 networks claim to achieve the same (or close to) level of security and decentralization as the Bitcoin blockchain. Building a separate execution layer allows them the freedom to employ several technologies (such as rollups). Layer 2 can significantly improve Bitcoin's scalability by processing transactions off-chain, reducing congestion on the main blockchain. Overall, Layer 2s on Bitcoin have the potential to address some of Bitcoin's key limitations, making it more efficient, accessible, and versatile in the long run. 2: What does the ETF approval mean for Layer 2 on Bitcoin? The approval of ETF could potentially have several implications for Layer 2 on Bitcoin: Innovation and Development: With a growing interest in Bitcoin spurred by ETF approval, there could be a surge in research and development efforts focused on enhancing Layer 2. Developers and projects may be incentivized to create new and improved Layer 2 protocols to meet the evolving needs of the expanding Bitcoin ecosystem. An ETF approval could boost mainstream Bitcoin adoption and liquidity. This influx of users may also drive interest in Layer 2 on Bitcoin as a means to enhance the scalability and functionality of Bitcoin. 3: What are the primary challenges facing L2s on Bitcoin? The interoperability of different Layer 2s and their compatibility with Bitcoin's main blockchain can be a challenge. Ensuring seamless interaction between various Layer 2 networks and the Bitcoin blockchain is essential for a cohesive and efficient ecosystem. Some Layer 2s may introduce centralization risks if they rely heavily on centralized entities or trusted intermediaries. Maintaining decentralization and censorship resistance, which are core tenets of Bitcoin, while scaling with Layer 2s is a challenge. 4: What aspects of Layer 2 solutions for Bitcoin are you most enthusiastic about? AI represents one of the cornerstones of our modern era. However, achieving a decentralized AI infrastructure, owned and managed by users, has posed significant challenges. The primary obstacle has been the limited capacity to store and execute AI models due to size and computational limitations. To address this challenge, we propose a new blockchain architecture enabling developers to deploy their own Bitcoin Layer 2 solutions tailored specifically for AI tasks, called Truly Open AI. These Layer 2 blockchains are optimized to handle computationally intensive tasks, such as matrix multiplication, directly on-chain. These Bitcoin Layer 2 solutions offer exceptional throughput, minimal latency, and cost-effectiveness. AI dApps are programmed as Solidity smart contracts, ensuring they operate precisely as intended, free from interference or manipulation. Our BVM AI Contracts Library simplifies the integration of neural networks into dApps, empowering developers to embed AI seamlessly. In summary, I'm particularly enthusiastic about the potential of Layer 2 solutions for Bitcoin to revolutionize decentralized AI by providing scalability, security, and accessibility. 5: How is your Layer 2 different from others being built? BVM distinguishes itself as a Modular infrastructure that empowers thousands of distinct Bitcoin Layer 2 networks, spanning Gaming, DeFi, Social, and AI applications. We're continuously enriching the BVM Module Store with new modules to enhance its capabilities. With each new module, builders gain access to a wider array of tools to explore different use cases on the Bitcoin network. Recent additions include the Filecoin module for affordable storage and the AI Contracts Library for constructing AI-powered Bitcoin Layer 2 chains. We're also gearing up to release a ZK roll-up module in the coming weeks to offer an alternative to the standard optimistic roll-up. We aim to simplify the process of launching a Bitcoin Layer 2 network customized to specific requirements. Think of it as a SaaS offering with predefined best practices. Whether it's a DeFi Bitcoin Layer 2 or a GameFi Bitcoin Layer 2, we provide default solutions tailored to each use case. We're dedicated to expanding the BVM ecosystem by incentivizing more builders to join the Bitcoin network. Through various programs and grants, we support builders in covering their operational costs for Bitcoin Layer 2. Additionally, we offer rewards akin to 'L2 mining' to those who contribute to expanding the user base and total value locked on the network. In summary, BVM stands out with its modular infrastructure, tailored solutions, and efforts to grow the Bitcoin ecosystem.

Supra

83,548 views • 2 years ago

Announcing the DVM Terminal Presale! 01/ We are excited to formally announce the next step in our journey: our AI and Signal based trading Terminal. See ALL details on our website, including product, tech, deposit address, and tech documentation: Deposit Address (SOL only): 4pyVRFX56MdqtREcxWnf6XuEGfRNCQaKm1LA4xmHeccv By contributing, you agree to our Terms & Privacy Policy – full docs on site. 02/ We are building ‘DVM Terminal’, a signal and AI powered trading platform for the Solana trenches (initially). The first multi-agent AI trading terminal designed as an institutional-grade dashboard – turning market noise into actionable alpha with agent summaries, live signals, rigid filters, and a full multi-agent system. 03/ The problem. Trench hunting is far too inefficient with real data and insights lacking. - Dashboards are noisy (not even sortable), - No AI agents (in an AI world) - No narratives (a critical component to a thesis), - VERY limited signals (only DB/DS), - No advanced trading (no TP, SL, or VWAP), - No portfolio alert/management system post-trade etc. - The list goes on… Products from major competitors are all just homogeneous, even down to the 3-frame design. We have to piece everything together like broken lego blocks, building a weak matrix from existing platforms, X, FNFs, telegram and discord for little to no alpha. 04/ The solution & moat. We rebuild this from the ground up, leveraging signals and AI. - Clean institutional-like dashboards (we can sort and navigate thru a proper terminal, like Bloomberg or Messari) - AI agents (thank goodness for intelligence, distilling all the important info upfront across 2k+ tokens/day) - A Narrative engine (no need to ask “what is this token about?”; additionally, our engine can identify the newest metas like AI, ICM, Cards, etc.) - 100s of value-add Signals overlaid live on charts (momentum, smart money, sentiment, event data; all of it; tell us what’s happening in real-time) - Advanced trading system (finally, SL, TP, VWAP etc.) - Live portfolio monitoring (AI will give us pertinent live info on our holdings, so we can go live life and not look at screens all day) - All in one place. At a higher-level, our advantage will be managing the massive on/off-chain data pipeline being processed by thousands or millions of context-aware AI agents that recognize patterns, filter noise and deliver only the most actionable insights to a trader with which it can execute a trade effectively. 05/ The opportunity. The Industry leader on Solana makes $600m+ in fees annually, with total industry near $1b on Solana alone, according to Adam. Yet, the entire industry gives us total burnout, fragmented data, either little info or info overload, no real signals, no narratives, no personalized AI-driven strategies, and zero incentives (like buybacks or a flywheel). We’ll flip the script, designing a high-powered scalable signal and AI driven intelligence platform with a flywheel (50-100% fee buy-back & burn). Simply put, we want to be tops. 06/ Development. Our product is MVP. We are building this to scale beyond Solana, into multi-chain. V1 is expected in 4-6 weeks. Our approach to building is an open feedback loop with community members, building to the demands of our users. 07/ Pre-sale terms & Valuation. We are offering 50% public sale, with min $100, no max. Ending valuation is susceptible to change based on amount raised, but will be fixed at 2x raise - i.e. $1m raised=$2m val, $50m raised=$100m val. We are seeking to raise $25m on a $50m valuation, which represents 1% of Solana bot market-share. At TGE event, expect ~65% of our tokens to be floating (or outstanding), with 25% in treasury and 10% of the team allocation locked. Tokens are expected to be distributed just ahead of v1 rollout. Again, find more details on our webpage. 08/ Tailwinds. AI input costs are declining 90%/yr also, so the operational model could become very accretive over time, as we scale our tech to other chains. Solana outputs the most tokens (~35k per day), so we start here, where the challenge is the greatest. 09/ Advisors. Big thanks to our advisors, who’ve been part of this community since inception. Austin Barack, JK 🛡️, cryptic, Tachi, , ZoeyLoo and Chetan Badhe. 10/ The end. Thank you for your consideration; and make sure the SOL address posted here is the same as on our website.
0:52

Announcing the DVM Terminal Presale! 01/ We are excited to formally announce the next step in our journey: our AI and Signal based trading Terminal. See ALL details on our website, including product, tech, deposit address, and tech documentation: Deposit Address (SOL only): 4pyVRFX56MdqtREcxWnf6XuEGfRNCQaKm1LA4xmHeccv By contributing, you agree to our Terms & Privacy Policy – full docs on site. 02/ We are building ‘DVM Terminal’, a signal and AI powered trading platform for the Solana trenches (initially). The first multi-agent AI trading terminal designed as an institutional-grade dashboard – turning market noise into actionable alpha with agent summaries, live signals, rigid filters, and a full multi-agent system. 03/ The problem. Trench hunting is far too inefficient with real data and insights lacking. - Dashboards are noisy (not even sortable), - No AI agents (in an AI world) - No narratives (a critical component to a thesis), - VERY limited signals (only DB/DS), - No advanced trading (no TP, SL, or VWAP), - No portfolio alert/management system post-trade etc. - The list goes on… Products from major competitors are all just homogeneous, even down to the 3-frame design. We have to piece everything together like broken lego blocks, building a weak matrix from existing platforms, X, FNFs, telegram and discord for little to no alpha. 04/ The solution & moat. We rebuild this from the ground up, leveraging signals and AI. - Clean institutional-like dashboards (we can sort and navigate thru a proper terminal, like Bloomberg or Messari) - AI agents (thank goodness for intelligence, distilling all the important info upfront across 2k+ tokens/day) - A Narrative engine (no need to ask “what is this token about?”; additionally, our engine can identify the newest metas like AI, ICM, Cards, etc.) - 100s of value-add Signals overlaid live on charts (momentum, smart money, sentiment, event data; all of it; tell us what’s happening in real-time) - Advanced trading system (finally, SL, TP, VWAP etc.) - Live portfolio monitoring (AI will give us pertinent live info on our holdings, so we can go live life and not look at screens all day) - All in one place. At a higher-level, our advantage will be managing the massive on/off-chain data pipeline being processed by thousands or millions of context-aware AI agents that recognize patterns, filter noise and deliver only the most actionable insights to a trader with which it can execute a trade effectively. 05/ The opportunity. The Industry leader on Solana makes $600m+ in fees annually, with total industry near $1b on Solana alone, according to Adam. Yet, the entire industry gives us total burnout, fragmented data, either little info or info overload, no real signals, no narratives, no personalized AI-driven strategies, and zero incentives (like buybacks or a flywheel). We’ll flip the script, designing a high-powered scalable signal and AI driven intelligence platform with a flywheel (50-100% fee buy-back & burn). Simply put, we want to be tops. 06/ Development. Our product is MVP. We are building this to scale beyond Solana, into multi-chain. V1 is expected in 4-6 weeks. Our approach to building is an open feedback loop with community members, building to the demands of our users. 07/ Pre-sale terms & Valuation. We are offering 50% public sale, with min $100, no max. Ending valuation is susceptible to change based on amount raised, but will be fixed at 2x raise - i.e. $1m raised=$2m val, $50m raised=$100m val. We are seeking to raise $25m on a $50m valuation, which represents 1% of Solana bot market-share. At TGE event, expect ~65% of our tokens to be floating (or outstanding), with 25% in treasury and 10% of the team allocation locked. Tokens are expected to be distributed just ahead of v1 rollout. Again, find more details on our webpage. 08/ Tailwinds. AI input costs are declining 90%/yr also, so the operational model could become very accretive over time, as we scale our tech to other chains. Solana outputs the most tokens (~35k per day), so we start here, where the challenge is the greatest. 09/ Advisors. Big thanks to our advisors, who’ve been part of this community since inception. Austin Barack, JK 🛡️, cryptic, Tachi, , ZoeyLoo and Chetan Badhe. 10/ The end. Thank you for your consideration; and make sure the SOL address posted here is the same as on our website.

Deep Value Memetics

23,075 views • 10 months ago

The Agent Economy Has a Trillion-Dollar Blindspot. Here’s How We’re Solving It. The agent economy isn’t “arriving”. It’s been here. While it’s projected to grow to trillions by 2030, AI agents are already deeply embedded in purchasing. Amazon’s Rufus led to over $12 billion in incremental sales in 2025 across 300 million users. AI-referred retail traffic was up 805% YoY during Black Friday 2025. In a six-month window, Google, PayPal, Shopify, Stripe, OpenAI, Coinbase, and Visa all shipped agent commerce infrastructure to power this wave. And that was before agent capabilities exploded in early 2026. Coinbase CEO Brian Armstrong: “Very soon there are going to be more AI agents than humans making transactions. Stripe CEO Patrick Collison: “In the not-too-distant future, agents will account for most transactions online” Shopify CEO Tobi Lütke: "We're making every Shopify store agent-ready by default" Alphabet CEO Sundar Pichai: "Soon you'll see a buy button directly on Google surfaces including AI Mode in Search and Gemini" Learning from History By the mid-1990s, all the technology behind e-commerce existed, albeit in rudimentary form. Amazon and eBay had both launched to some aplomb, garnering attention and viral growth. But people weren’t buying: Amazon’s first-year revenue was a paltry ~$500,000. eBay was only doing $10,000 a month in 1996. And despite nostalgic narratives about the Internet’s explosive growth, it didn’t change commerce all that quickly. By the year 2000, only 22% of Americans had bought something online. US e-commerce did just $27B — less than 1% of America’s $3T+ total retail. The missing factor? Trust. No one trusted e-commerce sites. 86% of shoppers were concerned about unknown parties getting their info. Entering your credit card details into a website felt like staring into the abyss. Slowly, the trust layer was built up. PayPal launched buyer protection, Visa freed cardholders from liability for fraudulent charges, and Amazon launched a no-questions-asked refund policy. As more and more big players followed suit, adding trust to every step of online shopping, demand was finally unleashed, and online shopping became a way of life for billions of consumers. Having your agent buy things for you isn’t easy yet because the trust layer is missing. No end-to-end AI shopping eval exists. Existing benchmarks are limited and gameable, and closed-source labs grade their own homework. OpenAI doesn’t publish their shopping accuracy, instead mysteriously rolling back their Instant Checkout feature after just a month. Platforms like Amazon and Shopify are incentivized keep shopping data in-house. What We’re Doing About It We're building the trust layer for AI shopping, powered by open-source competition on Bittensor. Each week, we pay miners from around the world $80,000+ to compete to build the best shopping agent. And it’s working – we’re nearing 4000 agents submitted in just a few weeks, with hundreds added every day. Our top agents beat SOTA in a matter of weeks, but we aren’t satisfied. We use what we learn from hosting this competition to continually improve both agent performance and our eval – because the better the eval, the more trust we can add to every agentic transaction. There are dozens of untapped avenues to improve how shopping agents are evaluated – from sourcing catalogues for long-tail SKUs to generating synthetic data to changing the structure of our competition itself. Every week, we’re tapping more and more of those rich veins of opportunity until we are the de-facto standard for not just shopping agent performance, but how these agents are evaluated. The Hidden Benefit There’s a hidden benefit to building something as overlooked as a trust layer. Whoever builds the end-to-end gold standard for “does this agent actually work?” becomes the trust layer. But it doesn’t end there. Trust layers become protocols. And protocols become the most valuable companies in any market. Just look at Visa. Visa doesn’t make or sell any products itself. Instead, it’s the trust & verification layer for online transactions, sitting between buyer and seller. Its tiny take rate of ~0.2% on over $15 trillion in annual transaction volume is enough to net it a valuation of $550 billion. At Oro, we aim to do the same for AI shopping. Becoming the trust layer enables us to undergird agent-to-agent purchases, merchant access, and all the other pieces of agentic commerce. That’s our Holy Grail. After all, if you look where everyone else is looking, you’ll find what everyone else is finding. That’s why Oro is breaking the overlooked bottleneck of AI shopping – trust.
2:25

The Agent Economy Has a Trillion-Dollar Blindspot. Here’s How We’re Solving It. The agent economy isn’t “arriving”. It’s been here. While it’s projected to grow to trillions by 2030, AI agents are already deeply embedded in purchasing. Amazon’s Rufus led to over $12 billion in incremental sales in 2025 across 300 million users. AI-referred retail traffic was up 805% YoY during Black Friday 2025. In a six-month window, Google, PayPal, Shopify, Stripe, OpenAI, Coinbase, and Visa all shipped agent commerce infrastructure to power this wave. And that was before agent capabilities exploded in early 2026. Coinbase CEO Brian Armstrong: “Very soon there are going to be more AI agents than humans making transactions. Stripe CEO Patrick Collison: “In the not-too-distant future, agents will account for most transactions online” Shopify CEO Tobi Lütke: "We're making every Shopify store agent-ready by default" Alphabet CEO Sundar Pichai: "Soon you'll see a buy button directly on Google surfaces including AI Mode in Search and Gemini" Learning from History By the mid-1990s, all the technology behind e-commerce existed, albeit in rudimentary form. Amazon and eBay had both launched to some aplomb, garnering attention and viral growth. But people weren’t buying: Amazon’s first-year revenue was a paltry ~$500,000. eBay was only doing $10,000 a month in 1996. And despite nostalgic narratives about the Internet’s explosive growth, it didn’t change commerce all that quickly. By the year 2000, only 22% of Americans had bought something online. US e-commerce did just $27B — less than 1% of America’s $3T+ total retail. The missing factor? Trust. No one trusted e-commerce sites. 86% of shoppers were concerned about unknown parties getting their info. Entering your credit card details into a website felt like staring into the abyss. Slowly, the trust layer was built up. PayPal launched buyer protection, Visa freed cardholders from liability for fraudulent charges, and Amazon launched a no-questions-asked refund policy. As more and more big players followed suit, adding trust to every step of online shopping, demand was finally unleashed, and online shopping became a way of life for billions of consumers. Having your agent buy things for you isn’t easy yet because the trust layer is missing. No end-to-end AI shopping eval exists. Existing benchmarks are limited and gameable, and closed-source labs grade their own homework. OpenAI doesn’t publish their shopping accuracy, instead mysteriously rolling back their Instant Checkout feature after just a month. Platforms like Amazon and Shopify are incentivized keep shopping data in-house. What We’re Doing About It We're building the trust layer for AI shopping, powered by open-source competition on Bittensor. Each week, we pay miners from around the world $80,000+ to compete to build the best shopping agent. And it’s working – we’re nearing 4000 agents submitted in just a few weeks, with hundreds added every day. Our top agents beat SOTA in a matter of weeks, but we aren’t satisfied. We use what we learn from hosting this competition to continually improve both agent performance and our eval – because the better the eval, the more trust we can add to every agentic transaction. There are dozens of untapped avenues to improve how shopping agents are evaluated – from sourcing catalogues for long-tail SKUs to generating synthetic data to changing the structure of our competition itself. Every week, we’re tapping more and more of those rich veins of opportunity until we are the de-facto standard for not just shopping agent performance, but how these agents are evaluated. The Hidden Benefit There’s a hidden benefit to building something as overlooked as a trust layer. Whoever builds the end-to-end gold standard for “does this agent actually work?” becomes the trust layer. But it doesn’t end there. Trust layers become protocols. And protocols become the most valuable companies in any market. Just look at Visa. Visa doesn’t make or sell any products itself. Instead, it’s the trust & verification layer for online transactions, sitting between buyer and seller. Its tiny take rate of ~0.2% on over $15 trillion in annual transaction volume is enough to net it a valuation of $550 billion. At Oro, we aim to do the same for AI shopping. Becoming the trust layer enables us to undergird agent-to-agent purchases, merchant access, and all the other pieces of agentic commerce. That’s our Holy Grail. After all, if you look where everyone else is looking, you’ll find what everyone else is finding. That’s why Oro is breaking the overlooked bottleneck of AI shopping – trust.

ORO

62,911 views • 3 months ago

$SERV is the Fiverr/Shopify for AI agents. OpenServ provides a platform and marketplace to create, find, and employ AI agents. Here's why it can be a leading Agent marketplace and is undervalued compared to where it can go. ———————————————————— To put this in perspective, we will take this from the top down. Let's look at the valuation mismatch. → Shopify: $140B → Fiverr: $1.2B → $SERV: $37M AI agent platforms can completely replace these businesses. Why? → Can automate operations (i.e. store setup, inventory management, and customer support autonomously, etc.) → Agents can hyper-personalize the shopping experience → Store owners can own their data and have more control → Marketplaces are a cheaper/faster solution AI agents make things more convenient by performing tasks autonomously. They are inevitable. ———————————————————— The AI Agent market is projected to reach ~$50B by 2030. So the potential is MASSIVE. What makes me so bullish on $SERV specifically? There are 3 things: 1️⃣ The Tech They are targeting Web 2 businesses. This gives the platform the most upside potential imo, both in terms of adoption and valuation. These are some noteworthy highlights: → No-code AI Agent builder (anyone can build) → Builders can generate income using agents → ANY agent can cooperate with ANY agent through SERVs platform → Offers multi-agent collaboration, while allowing for human input/customization This sets them apart from other crypto-centric AI agent marketplaces. OpenServ allows you to create a team of agents to carry out complex tasks, all while automating the process and packaging their solution for Web 2 businesses. Simple tool, easy execution, and limitless productivity. Which business/individual wouldn't want to do MORE in LESS time at a rate MUCH LESS than solutions already available? ———————————————————— 2️⃣ The Team They have a stacked team. → Founders: Experience in businesses & startups → CTO: 20+ years of experience in ML/AI → CFO: ex-JP Morgan VP → CMO: ex-IBM AI & Blockchain Marketing Director Within the last few weeks/months, they have added a UI/UX designer, 4 more devs, and more devs + a product manager coming. You could have the best tech but the team is what determines its success. In this case, the team has the knowledge/experience to see this through. They have been building for a year and the progress made is a good sign of what's to come. ———————————————————— 3️⃣ The Tokenomics A percentage of transaction volume on the platform will be used to buy back and burn the $SERV token. This creates and maintains buy-side pressure and demand. To put that in perspective, Fiverr & Upwork had a combined transaction volume of $5B. The demand for Agents wont slow down anytime soon. Demand for AI agents will translate into demand for the token. I love deflation. It's simple, clean, and effective. ———————————————————— ➡️ Final Thoughts I've held on tight to my $SERV bag because the platform is launching in Q1. This will mark the beginning of their journey to the top. Agents are inevitable. Integration with Web 2 businesses is inevitable. And the platform launch is coming as alt szn is kicking off. The stars are aligning. At the same time, AI companies are already showing interest in the platform. Developers lead to more users, bringing monetization opportunities, which brings more developers, and so on. A powerfully designed flywheel. This is a new and exciting sector. I expect interest and liquidity to be focused on AI Agents and the infrastructure around them. Max opportunity is right here in this sector.
2:59

$SERV is the Fiverr/Shopify for AI agents. OpenServ provides a platform and marketplace to create, find, and employ AI agents. Here's why it can be a leading Agent marketplace and is undervalued compared to where it can go. ———————————————————— To put this in perspective, we will take this from the top down. Let's look at the valuation mismatch. → Shopify: $140B → Fiverr: $1.2B → $SERV: $37M AI agent platforms can completely replace these businesses. Why? → Can automate operations (i.e. store setup, inventory management, and customer support autonomously, etc.) → Agents can hyper-personalize the shopping experience → Store owners can own their data and have more control → Marketplaces are a cheaper/faster solution AI agents make things more convenient by performing tasks autonomously. They are inevitable. ———————————————————— The AI Agent market is projected to reach ~$50B by 2030. So the potential is MASSIVE. What makes me so bullish on $SERV specifically? There are 3 things: 1️⃣ The Tech They are targeting Web 2 businesses. This gives the platform the most upside potential imo, both in terms of adoption and valuation. These are some noteworthy highlights: → No-code AI Agent builder (anyone can build) → Builders can generate income using agents → ANY agent can cooperate with ANY agent through SERVs platform → Offers multi-agent collaboration, while allowing for human input/customization This sets them apart from other crypto-centric AI agent marketplaces. OpenServ allows you to create a team of agents to carry out complex tasks, all while automating the process and packaging their solution for Web 2 businesses. Simple tool, easy execution, and limitless productivity. Which business/individual wouldn't want to do MORE in LESS time at a rate MUCH LESS than solutions already available? ———————————————————— 2️⃣ The Team They have a stacked team. → Founders: Experience in businesses & startups → CTO: 20+ years of experience in ML/AI → CFO: ex-JP Morgan VP → CMO: ex-IBM AI & Blockchain Marketing Director Within the last few weeks/months, they have added a UI/UX designer, 4 more devs, and more devs + a product manager coming. You could have the best tech but the team is what determines its success. In this case, the team has the knowledge/experience to see this through. They have been building for a year and the progress made is a good sign of what's to come. ———————————————————— 3️⃣ The Tokenomics A percentage of transaction volume on the platform will be used to buy back and burn the $SERV token. This creates and maintains buy-side pressure and demand. To put that in perspective, Fiverr & Upwork had a combined transaction volume of $5B. The demand for Agents wont slow down anytime soon. Demand for AI agents will translate into demand for the token. I love deflation. It's simple, clean, and effective. ———————————————————— ➡️ Final Thoughts I've held on tight to my $SERV bag because the platform is launching in Q1. This will mark the beginning of their journey to the top. Agents are inevitable. Integration with Web 2 businesses is inevitable. And the platform launch is coming as alt szn is kicking off. The stars are aligning. At the same time, AI companies are already showing interest in the platform. Developers lead to more users, bringing monetization opportunities, which brings more developers, and so on. A powerfully designed flywheel. This is a new and exciting sector. I expect interest and liquidity to be focused on AI Agents and the infrastructure around them. Max opportunity is right here in this sector.

Chill

34,174 views • 1 year ago

Ep. 16 | Free The Money | Zcash & ZODL: Why Encryption Wins in an AI Driven World In this episode, I’m joined by Tony Margarit 🛡 , former Finance & Ops at the Electric Coin Company (ECC), the original team behind Zcash 🛡️ and the Zashi wallet. Tony breaks down what’s happening inside the Zcash ecosystem, why the former ECC team launched Zcash Open Development Lab, and what they’re building now with their newly rebranded wallet, Zodl. We talk about the bigger mission: making privacy normal and scaling private digital cash to billions. Tony explains why Zcash isn’t “corporate controlled,” and how decentralized development actually works across multiple teams and contributors. We also discuss Tachyon, a major upcoming upgrade designed to dramatically improve Zcash’s scalability and prepare the network for billions of users. We get into the product leap that matters most for real adoption: world-class UX + real utility. Tony explains Near Intents and why it’s a major unlock, enabling more seamless swaps across ecosystems so users can keep value encrypted while still interacting with other assets. Tony also explains CrossPay as a key bridge to adoption: the ability to pay friends or vendors in the currency they want while keeping your own holdings private. We cover why Zcash still supports transparent transactions, how that helps with exchange access and adoption without weakening shielded privacy, and why Ledger/Trezor shielded support could be a major catalyst for growing the shielded pool. Finally, we go deep on the AI angle — blockchain surveillance, wallet deanonymization, and why encryption (not just obfuscation) matters as AI gets more powerful. We wrap with how zero-knowledge proofs could reshape identity, governance, and everyday verification online. Sign up for ITrustCapital with this link for $100 funding bonus. See why people are opening a tax-advantaged Crypto, Gold & Silver IRA for their future: 00:00 Tony’s Background: From CPA to Crypto 4:44 Why Privacy Clicked During COVID 08:03 What Happened at ECC & Launching Zcash Open Development Lab 11:15 ZODL Wallet: UX, Utility & Why It Matters 12:18 Near Intents & CrossPay: A Major Unlock for Zcash 14:40 Shielded Pool Growth & Hardware Wallet Catalyst 18:57 Transparent vs Shielded Transactions (Why Both Exist) 21:39 AI Surveillance & Blockchain Deanonymization Risks. 25:11 Obfuscation vs Encryption 26:00 AI Agents & Micropayments 27:58 Tachyon: Scaling Zcash to Billions 31:04 Crypto, Taxes & Regulatory Friction 38:04 Zero-Knowledge Proofs Beyond Money 41:50 Privacy is normal
48:02

Ep. 16 | Free The Money | Zcash & ZODL: Why Encryption Wins in an AI Driven World In this episode, I’m joined by Tony Margarit 🛡 , former Finance & Ops at the Electric Coin Company (ECC), the original team behind Zcash 🛡️ and the Zashi wallet. Tony breaks down what’s happening inside the Zcash ecosystem, why the former ECC team launched Zcash Open Development Lab, and what they’re building now with their newly rebranded wallet, Zodl. We talk about the bigger mission: making privacy normal and scaling private digital cash to billions. Tony explains why Zcash isn’t “corporate controlled,” and how decentralized development actually works across multiple teams and contributors. We also discuss Tachyon, a major upcoming upgrade designed to dramatically improve Zcash’s scalability and prepare the network for billions of users. We get into the product leap that matters most for real adoption: world-class UX + real utility. Tony explains Near Intents and why it’s a major unlock, enabling more seamless swaps across ecosystems so users can keep value encrypted while still interacting with other assets. Tony also explains CrossPay as a key bridge to adoption: the ability to pay friends or vendors in the currency they want while keeping your own holdings private. We cover why Zcash still supports transparent transactions, how that helps with exchange access and adoption without weakening shielded privacy, and why Ledger/Trezor shielded support could be a major catalyst for growing the shielded pool. Finally, we go deep on the AI angle — blockchain surveillance, wallet deanonymization, and why encryption (not just obfuscation) matters as AI gets more powerful. We wrap with how zero-knowledge proofs could reshape identity, governance, and everyday verification online. Sign up for ITrustCapital with this link for $100 funding bonus. See why people are opening a tax-advantaged Crypto, Gold & Silver IRA for their future: 00:00 Tony’s Background: From CPA to Crypto 4:44 Why Privacy Clicked During COVID 08:03 What Happened at ECC & Launching Zcash Open Development Lab 11:15 ZODL Wallet: UX, Utility & Why It Matters 12:18 Near Intents & CrossPay: A Major Unlock for Zcash 14:40 Shielded Pool Growth & Hardware Wallet Catalyst 18:57 Transparent vs Shielded Transactions (Why Both Exist) 21:39 AI Surveillance & Blockchain Deanonymization Risks. 25:11 Obfuscation vs Encryption 26:00 AI Agents & Micropayments 27:58 Tachyon: Scaling Zcash to Billions 31:04 Crypto, Taxes & Regulatory Friction 38:04 Zero-Knowledge Proofs Beyond Money 41:50 Privacy is normal

Bri Teresi

42,601 views • 5 months ago

Prompt-to-DeFi Early Access is now live. Today, DeFi strategy creation and execution changes forever: The agentic way. One prompt. Complete execution. INFINIT possibilities. Describe any DeFi strategy or workflow in plain language and watch the INFINIT AI Agent Swarm transform them into executable DeFi strategies. Here's how the new way to DeFi looks like. > Prompt-to-DeFi Makes DeFi Navigation As Simple As Typing Early Access Now Available For Phase 1 Waitlisters & Code Holders The Beginning of The Agentic DeFi Economy < Creators in this early phase position themselves at an advantage over others before fee collection and fee sharing to creators are enabled. Later on, creators will earn fees as users adopt their frameworks, attracting more creators and accelerating universal access to expert-level DeFi. The flywheel accelerates toward expert-level DeFi for everyone. Creativity is now the only limit. Start getting creative now:
0:56

Prompt-to-DeFi Early Access is now live. Today, DeFi strategy creation and execution changes forever: The agentic way. One prompt. Complete execution. INFINIT possibilities. Describe any DeFi strategy or workflow in plain language and watch the INFINIT AI Agent Swarm transform them into executable DeFi strategies. Here's how the new way to DeFi looks like. > Prompt-to-DeFi Makes DeFi Navigation As Simple As Typing Early Access Now Available For Phase 1 Waitlisters & Code Holders The Beginning of The Agentic DeFi Economy < Creators in this early phase position themselves at an advantage over others before fee collection and fee sharing to creators are enabled. Later on, creators will earn fees as users adopt their frameworks, attracting more creators and accelerating universal access to expert-level DeFi. The flywheel accelerates toward expert-level DeFi for everyone. Creativity is now the only limit. Start getting creative now:

INFINIT

103,939 views • 8 months ago

HERMES AGENT SUPPORTS 7 TYPES OF AI AGENTS. EACH ONE TAKES LESS THAN 90 SECONDS TO SET UP. MOST PEOPLE ONLY BUILD THE FIRST ONE. HERE ARE ALL SEVEN AND WHEN TO USE EACH. 1. BASIC AGENT WITH TOOLS your agent with access to terminal, browser, file system, web search, and calendar. it plans and executes tasks on its own. this is what you get on day one. "find flights to Lisbon under $400" "check my calendar and flag conflicts" "search the web for competitor pricing" set in Desktop app / Dashboard: Tools → enable what you need. when to use: single tasks that need tool access. 2. AGENT WITH MCP SERVERS connect your agent to external services. Notion, Google Drive, GitHub, Slack, databases, APIs, any MCP-compatible service. the agent doesn't scrape these services. it interacts through structured APIs. reads your Notion pages. creates GitHub issues. queries your database. sends Slack messages. set in Desktop app / Dashboard: MCP → Add Server. when to use: your workflow lives across multiple platforms. 3. SEQUENTIAL AGENTS (pipeline) one agent finishes. passes output to the next. assembly line for AI. agent 1: scans inbox for leads. agent 2: qualifies leads against criteria. agent 3: drafts outreach emails. in Hermes: cron jobs with wakeAgent gates. agent 1 writes output to a file. agent 2 wakes only when that file has new data. agent 3 wakes when agent 2 is done. each agent = a separate profile with its own model. when to use: multi-step workflows where each step depends on the previous one finishing. 4. PARALLEL EXECUTION AGENTS multiple agents working at the same time. results merge when all finish. "research these 5 competitors in parallel" in Hermes: delegate_task with batch mode. up to 3 sub-agents running in parallel by default. each gets its own clean context. only summaries return to the parent. delegation: model: "deepseek/deepseek-v4" children run cheap. parent synthesizes. when to use: independent tasks that don't depend on each other. research, data gathering, analysis. 5. AGENTS WITH ROUTERS conditions that send tasks down different paths based on the input. "if sales email → SDR profile. if support ticket → support profile. if calendar invite → EA profile." in Hermes: Kanban decompose. the decomposer reads profile descriptions and routes each task to the best-fit agent. or: Chief of Staff profile that triages and assigns to other profiles. when to use: incoming work that needs different specialists based on type. 6. HUMAN IN THE LOOP the agent does the work. asks for your approval before executing. "I drafted this email. approve before I send?" "this command will delete 3 files. proceed?" in Hermes: approvals.mode: manual (default). every dangerous action needs your confirmation. 60-second timeout. fails closed. or smart mode: LLM assesses risk. safe actions auto-approved. dangerous ones ask you. uncertain ones escalate. when to use: tasks where a mistake has real consequences. emails, deployments, financial transactions, public posts. 7. DYNAMIC SUB-AGENT SPAWNING your main agent realizes it needs help and spawns specialized sub-agents on the fly. "build this feature" → parent delegates: → sub-agent 1: research the API docs → sub-agent 2: write the code → sub-agent 3: write the tests in Hermes: delegate_task with role: orchestrator. raise max_spawn_depth for nested delegation. delegation: max_spawn_depth: 2 orchestrator_enabled: true depth 2 with concurrency 3 = up to 9 parallel workers. each level multiplies the spend. raise depth only when you need multi-level trees. when to use: complex tasks where the agent discovers what help it needs during execution. THE PROGRESSION: start with 1 (tools) and 6 (approvals). add 2 (MCP) when you need external services. add 4 (parallel) when tasks take too long one at a time. add 3 (sequential) when you build multi-step pipelines. add 5 (routing) when you run multiple profiles. add 7 (dynamic) when single-agent reasoning falls short. seven types. each under 90 seconds to configure. the value compounds as you stack them. comment AGENTS and I'll send you 3 ready-to-build agent setups that combine these types into real workflows.
1:15

HERMES AGENT SUPPORTS 7 TYPES OF AI AGENTS. EACH ONE TAKES LESS THAN 90 SECONDS TO SET UP. MOST PEOPLE ONLY BUILD THE FIRST ONE. HERE ARE ALL SEVEN AND WHEN TO USE EACH. 1. BASIC AGENT WITH TOOLS your agent with access to terminal, browser, file system, web search, and calendar. it plans and executes tasks on its own. this is what you get on day one. "find flights to Lisbon under $400" "check my calendar and flag conflicts" "search the web for competitor pricing" set in Desktop app / Dashboard: Tools → enable what you need. when to use: single tasks that need tool access. 2. AGENT WITH MCP SERVERS connect your agent to external services. Notion, Google Drive, GitHub, Slack, databases, APIs, any MCP-compatible service. the agent doesn't scrape these services. it interacts through structured APIs. reads your Notion pages. creates GitHub issues. queries your database. sends Slack messages. set in Desktop app / Dashboard: MCP → Add Server. when to use: your workflow lives across multiple platforms. 3. SEQUENTIAL AGENTS (pipeline) one agent finishes. passes output to the next. assembly line for AI. agent 1: scans inbox for leads. agent 2: qualifies leads against criteria. agent 3: drafts outreach emails. in Hermes: cron jobs with wakeAgent gates. agent 1 writes output to a file. agent 2 wakes only when that file has new data. agent 3 wakes when agent 2 is done. each agent = a separate profile with its own model. when to use: multi-step workflows where each step depends on the previous one finishing. 4. PARALLEL EXECUTION AGENTS multiple agents working at the same time. results merge when all finish. "research these 5 competitors in parallel" in Hermes: delegate_task with batch mode. up to 3 sub-agents running in parallel by default. each gets its own clean context. only summaries return to the parent. delegation: model: "deepseek/deepseek-v4" children run cheap. parent synthesizes. when to use: independent tasks that don't depend on each other. research, data gathering, analysis. 5. AGENTS WITH ROUTERS conditions that send tasks down different paths based on the input. "if sales email → SDR profile. if support ticket → support profile. if calendar invite → EA profile." in Hermes: Kanban decompose. the decomposer reads profile descriptions and routes each task to the best-fit agent. or: Chief of Staff profile that triages and assigns to other profiles. when to use: incoming work that needs different specialists based on type. 6. HUMAN IN THE LOOP the agent does the work. asks for your approval before executing. "I drafted this email. approve before I send?" "this command will delete 3 files. proceed?" in Hermes: approvals.mode: manual (default). every dangerous action needs your confirmation. 60-second timeout. fails closed. or smart mode: LLM assesses risk. safe actions auto-approved. dangerous ones ask you. uncertain ones escalate. when to use: tasks where a mistake has real consequences. emails, deployments, financial transactions, public posts. 7. DYNAMIC SUB-AGENT SPAWNING your main agent realizes it needs help and spawns specialized sub-agents on the fly. "build this feature" → parent delegates: → sub-agent 1: research the API docs → sub-agent 2: write the code → sub-agent 3: write the tests in Hermes: delegate_task with role: orchestrator. raise max_spawn_depth for nested delegation. delegation: max_spawn_depth: 2 orchestrator_enabled: true depth 2 with concurrency 3 = up to 9 parallel workers. each level multiplies the spend. raise depth only when you need multi-level trees. when to use: complex tasks where the agent discovers what help it needs during execution. THE PROGRESSION: start with 1 (tools) and 6 (approvals). add 2 (MCP) when you need external services. add 4 (parallel) when tasks take too long one at a time. add 3 (sequential) when you build multi-step pipelines. add 5 (routing) when you run multiple profiles. add 7 (dynamic) when single-agent reasoning falls short. seven types. each under 90 seconds to configure. the value compounds as you stack them. comment AGENTS and I'll send you 3 ready-to-build agent setups that combine these types into real workflows.

YanXbt

17,312 views • 1 month ago

📢 ETHERMAX BETA LAUNCH IS LIVE! 📢 🎮 The moment has arrived, $MAXX fam! Get ready to be among the FIRST to dive into the cyberpunk world of Ethermax on Base. This is your shot to experience exclusive features, shape the game’s future, and cement your status as an OG beta tester. Built by @0xDekadente and BR33D, our mini app is live on Farcaster and Base App, letting you mine $MAXX on-chain and battle seamlessly on Base’s lightning-fast L2. But let's dive in Beta launch! 💥 What’s in the Beta: 🔓 Early access to core gameplay: Mine $MAXX, hatch AI monsters, and build MAXXvatars. ⏰ 72 hours of non-stop beta action starting Sept 23, 10 PM EST. 🐛 Hunt bugs and help refine the experience. 🏆 Earn OG beta tester bragging rights. 🎁 Surprise rewards for active players (think $MAXX goodies!). ⚙️ Initial Modifiers: No global energy limits. Zero energy for interactions. Max deploy time slashed to 4 hours. Monsters WILL level up in battles. 🎒 Inventory Starter Pack: 1 Default Avatar. 4 Random Monsters. 2 Attacks, 5 Small Health Potions, 3 Common Crates. 🤔 How to Join: ✅ Log in with a Discord-verified wallet. 📍 Jump into the BetaPlay VC channel for live stream group play. ⚡ Bonus: We’re teasing PvP battles toward the end of testing to explore future arena modes! Live updates will roll out during the beta, and we’ll be in the trenches with you, breaking stuff and building epic. This is a beta, so some features are streamlined for speed, but the full game is coming soon to mini apps. ⚡ Drop a 🔥 in the replies if you’re hyped to join the $MAXX revolution! #Ethermax #MAXX #Base #Farcaster #GameFi #BuildOnBase @0xDekadente BR33D Base Base App
0:22

📢 ETHERMAX BETA LAUNCH IS LIVE! 📢 🎮 The moment has arrived, $MAXX fam! Get ready to be among the FIRST to dive into the cyberpunk world of Ethermax on Base. This is your shot to experience exclusive features, shape the game’s future, and cement your status as an OG beta tester. Built by @0xDekadente and BR33D, our mini app is live on Farcaster and Base App, letting you mine $MAXX on-chain and battle seamlessly on Base’s lightning-fast L2. But let's dive in Beta launch! 💥 What’s in the Beta: 🔓 Early access to core gameplay: Mine $MAXX, hatch AI monsters, and build MAXXvatars. ⏰ 72 hours of non-stop beta action starting Sept 23, 10 PM EST. 🐛 Hunt bugs and help refine the experience. 🏆 Earn OG beta tester bragging rights. 🎁 Surprise rewards for active players (think $MAXX goodies!). ⚙️ Initial Modifiers: No global energy limits. Zero energy for interactions. Max deploy time slashed to 4 hours. Monsters WILL level up in battles. 🎒 Inventory Starter Pack: 1 Default Avatar. 4 Random Monsters. 2 Attacks, 5 Small Health Potions, 3 Common Crates. 🤔 How to Join: ✅ Log in with a Discord-verified wallet. 📍 Jump into the BetaPlay VC channel for live stream group play. ⚡ Bonus: We’re teasing PvP battles toward the end of testing to explore future arena modes! Live updates will roll out during the beta, and we’ll be in the trenches with you, breaking stuff and building epic. This is a beta, so some features are streamlined for speed, but the full game is coming soon to mini apps. ⚡ Drop a 🔥 in the replies if you’re hyped to join the $MAXX revolution! #Ethermax #MAXX #Base #Farcaster #GameFi #BuildOnBase @0xDekadente BR33D Base Base App

Ethermax

11,212 views • 11 months ago

Hyperspace: A Peer-to-Peer Blockchain For The Agentic Intelligence Economy Over the past few weeks we observed that when agents do Karpathy-style experiments, and then gossip and share with others over the Hyperspace network, it leads to intelligence which is useful to many. Today we introduce the first-ever agentic blockchain which rewards agents when their experiments lead to intelligence for their network. It is based on a new mechanism called Proof-of-Intelligence (PoI) which requires a cryptographic proof of experimentation, a nominal stake, and a proof of compute in order to mine the currency of this new blockchain. -> This approach diverges from the two primary ways to secure blockchains we have seen so far: Proof-of-Work by Bitcoin (meaningless hash-generation), and Proof-of-Stake by Ethereum (capital is all that matters here). Proof-of-Intelligence specifically incentivizes miners to run more capable intelligent infrastructure (better open source models, on more powerful GPUs) in order to be able to be the ones which compound and improve upon the experiments which other agents then find useful. Adoption is the unit of value In Bitcoin, you earn by finding a valid hash. In Hyperspace, you earn when another agent uses your experiment as a starting point and improves on it. A fixed budget of tokens is emitted per epoch and split among participants by weight - and verified adoption of your work is the largest weight multiplier. Garbage experiments earn nothing because no one adopts them. Thoughtful experiments compound: each adoption triggers downstream adoptions. The incentive to run powerful models and intelligent search strategies is built into the economics, not imposed by rules. Research DAG When an agent runs an experiment and shares its result, other agents can adopt that result as their starting point - mutate it, extend it, improve upon it. Each experiment is a commit in a content-addressed graph we call the ResearchDAG. Like Git, but for research. Over time, the DAG accumulates chains of reasoning: agent A discovers RMSNorm helps, agent B adds warmup scheduling on top, agent C scales the hidden dimension. The graph records who built on whom. This is the network's collective intelligence - not any single experiment, but the accumulated structure of experiments and their relationships. Broadband era for agentic commerce: $0.001 micropayments at 10M TPS (theoretical max) This blockchain is built upon our research in how to scale and build for the broadband-era of the agentic economy, where it has a theoretical max of 10 million transactions per second (TPS), while reducing the agent-to-agent micropayments to $0.001 even at scale (based on architecture design). Overall, it is 100x cheaper than Ethereum, and is designed from the ground-up for agents: enshrining agent-native opcodes in the protocol compared to the more inefficient smart contract driven approach. It packs in a robust Agent Virtual Machine (AVM) which can verify multiple types of agent work, for other agents to be able to trust, invoke and pay each other. This then feeds into improving the peer-to-peer AgentRank (see paper and launch post from earlier). By solving for trust, scale and incentives for agents to operate autonomously, this would form the basis of a new economy. This is the world's first agentic blockchain, and you can join and start running a blockchain node today (it is in testnet). PS: We are releasing the code today, and will release our blockchain scalability paper and other presentations in days ahead. This is the most advanced peer-to-peer AI and cryptography software in the world. It has bugs :)
0:30

Hyperspace: A Peer-to-Peer Blockchain For The Agentic Intelligence Economy Over the past few weeks we observed that when agents do Karpathy-style experiments, and then gossip and share with others over the Hyperspace network, it leads to intelligence which is useful to many. Today we introduce the first-ever agentic blockchain which rewards agents when their experiments lead to intelligence for their network. It is based on a new mechanism called Proof-of-Intelligence (PoI) which requires a cryptographic proof of experimentation, a nominal stake, and a proof of compute in order to mine the currency of this new blockchain. -> This approach diverges from the two primary ways to secure blockchains we have seen so far: Proof-of-Work by Bitcoin (meaningless hash-generation), and Proof-of-Stake by Ethereum (capital is all that matters here). Proof-of-Intelligence specifically incentivizes miners to run more capable intelligent infrastructure (better open source models, on more powerful GPUs) in order to be able to be the ones which compound and improve upon the experiments which other agents then find useful. Adoption is the unit of value In Bitcoin, you earn by finding a valid hash. In Hyperspace, you earn when another agent uses your experiment as a starting point and improves on it. A fixed budget of tokens is emitted per epoch and split among participants by weight - and verified adoption of your work is the largest weight multiplier. Garbage experiments earn nothing because no one adopts them. Thoughtful experiments compound: each adoption triggers downstream adoptions. The incentive to run powerful models and intelligent search strategies is built into the economics, not imposed by rules. Research DAG When an agent runs an experiment and shares its result, other agents can adopt that result as their starting point - mutate it, extend it, improve upon it. Each experiment is a commit in a content-addressed graph we call the ResearchDAG. Like Git, but for research. Over time, the DAG accumulates chains of reasoning: agent A discovers RMSNorm helps, agent B adds warmup scheduling on top, agent C scales the hidden dimension. The graph records who built on whom. This is the network's collective intelligence - not any single experiment, but the accumulated structure of experiments and their relationships. Broadband era for agentic commerce: $0.001 micropayments at 10M TPS (theoretical max) This blockchain is built upon our research in how to scale and build for the broadband-era of the agentic economy, where it has a theoretical max of 10 million transactions per second (TPS), while reducing the agent-to-agent micropayments to $0.001 even at scale (based on architecture design). Overall, it is 100x cheaper than Ethereum, and is designed from the ground-up for agents: enshrining agent-native opcodes in the protocol compared to the more inefficient smart contract driven approach. It packs in a robust Agent Virtual Machine (AVM) which can verify multiple types of agent work, for other agents to be able to trust, invoke and pay each other. This then feeds into improving the peer-to-peer AgentRank (see paper and launch post from earlier). By solving for trust, scale and incentives for agents to operate autonomously, this would form the basis of a new economy. This is the world's first agentic blockchain, and you can join and start running a blockchain node today (it is in testnet). PS: We are releasing the code today, and will release our blockchain scalability paper and other presentations in days ahead. This is the most advanced peer-to-peer AI and cryptography software in the world. It has bugs :)

Varun

30,689 views • 5 months ago

Hyperspace: The Agentic OS Apple Should Have Built On December 19th, 2024, we announced the world’s first Agentic Browser. What followed was a movement — a new category was born which led to many early products in this space and recently the hundreds of people lining up outside the The Agentic Browser Summit in San Francisco underscored that. Silicon Valley instinctively gets it, from students to tech executives, people can feel a revolutionary new change in computing is in the air. Past year taught us why such a product was inevitable, a hard engineering effort, and also the last mover in the entire software world this decade if and when done right. All paths are headed in the same direction: one tool which orchestrates them all. At Hyperspace we showed that path with essays and products we launched in earlier months: from a spatial UI of orchestrating agents, to showcasing transparent activity in how the AI system operates which leads to user trust, to presenting the software end-game, which massively improves human productivity. We also built the world’s largest AI network, drawing participation from people in almost 6000 cities around the world contributing their machines as nodes in the network. Think Uber, but for AI. That is, planetary-scale. And now we are stretching this industry ambition further with our end-to-end vision of the Agentic Supercomputer, the first breakthrough new AI OS, and an effort which spans from AI research to distributed systems to inventing a new UI to inventing a new business model to complement it. All of this together helps us in serving our mission, of delivering “Everyone’s Personal Supercomputer”. While others have built AI-native browsers, no one though has built something agentic from the ground up — with AI as the foundation, not a feature. How do you fundamentally improve the lives’ of billions around the world ? We believe that requires building a native environment for agents to be viewed, created, deployed, executed, discovered and priced in. That is a world where we move on from static apps, to dynamic agents. But, as my 2 year old niece likes to ask: “but why ?” The issue is that the world of software today is fragmented, and everyone is sprinkling on AI as a feature and charging a subscription fees for it. From browser makers, to IDEs, to design and other productivity tools. This leads to a fragmented UX, where people have to learn to use AI in each app, their memory and other context is not shared between all these apps, and they also have to pay separately for compute for each such AI-enhanced app. Each app maker has to figure out basics such as compute, and leads to the issues we saw with Cursor pricing recently. This is not the future. What if AI was the foundation instead of a feature ? What if Apple had built a fundamentally new AI OS from the ground up and what would it have looked like ? At Hyperspace, that is what we did. On July 15th we introduced three breakthrough key pillars of our AI OS: 1. Agentic Browser 2. Agentic Memory 3. Agentic Payments And we didn’t stop there. We also introduced a breakthrough new user interface called the Spatial AI which is inspired both from the spreadsheet and the HyperCard - each card is an agent, with it’s own inputs and outputs, endlessly extensible and pluggable with others, just like cells of a spreadsheet. Update one cell and all the dependents update, like a spreadsheet formula. It goes beyond a static linear workflow to being able to operate in all directions. This revolutionary new interface helps manage all of the below: 1. Multiple websites being browsed in parallel 2. Multiple desktop apps being browsed in parallel 3. Multiple server tools being used in parallel 4. Multiple smartphone apps streamed to your device or opened via an emulator All the software which you need comes together in this one seamless, agent-native interface. This interface provides you access to the largest network of models, vectors, agents and compute on the planet. The Browser. The IDE. The Notepad… they are not separate products: they are all in one, the Agentic Browser. As Steve Jobs famously said at the iPhone announcement, “are you getting it ?” And beneath this UI lies a new intelligence routing layer — leveraging both swarms of specialized models to the Hyperspace Matrix model that recalls thousands of tools in real-time, not by context window hacks, but through retrieval, ranking, and reuse. To many, this will feel like AGI. Not one big system by one big company, but an intelligent network. Now lets talk about privacy… Are you comfortable with one company owning all your memory forever ? I am not. So we have invented Agentic Memory as a new open protocol which provides full power over memory to you, the user. Your memory is yours, encrypted, on your device, and portable if and how you want. Anyone can build on it without our permission, but not without your permission. This protocol, and the decentralized vector database spread out across the world, would enable apps and agents to share context and memory. Think copy-paste, but for the AI world. It doesn’t just remember — it knows what matters. VectorRank helps your AI weigh your life’s most relevant moments over time, just like the way our minds elevate memories. Now each time you use an agent, your experience with other agents will also continuously improve: you don’t have to keep repeating the same things about yourself, while fully preserving your privacy. Agentic Memory is accessible within the Agentic Browser to manage. And there is one more thing… AI as the foundation requires compute to be available at the base layer, but this base layer spans models running on your own device, to cloud APIs, to also running across the peer-to-peer distributed network. Agentic Payments provides a singular interface to all of that compute, running a spot auction clearing marketplace every second to determine the fair price of compute. This results in price transparency, and you as the user paying the lowest possible cost. If you want predictability, you can reserve compute in advance. This end-to-end system provides the most streamlined world for agents to operate in. In order to enable this world and the world of agents being able to pay each other in sub-cent increments millions of times a second, we had to also invent a fundamentally new agentic micropayments blockchain. All of this together would enable a world where you as a user, or the agent itself, can efficiently call and utilize other agents built by others and also pay for content which is unique and useful. This enables a move away from the current AI exploitative economy for bloggers and other content creators, to a web with a fundamental new business model. Earlier we didn’t have the right infrastructure to enable such a world. Now, all the dots connect. The Hyperspace AI OS would give the power of a supercomputer in everyone’s hands. This isn’t a browser, or an IDE or limited to any device or cloud. It’s an entire AI operating system — with a breakthrough new spatial UI, local and distributed compute, agentic memory, agentic payments, and orchestration built into the foundation. As a user, we move the choice back in your hands with an experience you will love and find delightful. You get to choose the level of privacy, cost, and utility you want. And while Apple should have done it, we could not wait, and we feel this just required a new level of passion and DNA which we bring here. We are just getting started. Thank you, Varun Mathur Cofounder and CEO, Hyperspace cc Naval Marc Andreessen 🇺🇸 Vinod Khosla Andrej Karpathy Sam Altman
2:52

Hyperspace: The Agentic OS Apple Should Have Built On December 19th, 2024, we announced the world’s first Agentic Browser. What followed was a movement — a new category was born which led to many early products in this space and recently the hundreds of people lining up outside the The Agentic Browser Summit in San Francisco underscored that. Silicon Valley instinctively gets it, from students to tech executives, people can feel a revolutionary new change in computing is in the air. Past year taught us why such a product was inevitable, a hard engineering effort, and also the last mover in the entire software world this decade if and when done right. All paths are headed in the same direction: one tool which orchestrates them all. At Hyperspace we showed that path with essays and products we launched in earlier months: from a spatial UI of orchestrating agents, to showcasing transparent activity in how the AI system operates which leads to user trust, to presenting the software end-game, which massively improves human productivity. We also built the world’s largest AI network, drawing participation from people in almost 6000 cities around the world contributing their machines as nodes in the network. Think Uber, but for AI. That is, planetary-scale. And now we are stretching this industry ambition further with our end-to-end vision of the Agentic Supercomputer, the first breakthrough new AI OS, and an effort which spans from AI research to distributed systems to inventing a new UI to inventing a new business model to complement it. All of this together helps us in serving our mission, of delivering “Everyone’s Personal Supercomputer”. While others have built AI-native browsers, no one though has built something agentic from the ground up — with AI as the foundation, not a feature. How do you fundamentally improve the lives’ of billions around the world ? We believe that requires building a native environment for agents to be viewed, created, deployed, executed, discovered and priced in. That is a world where we move on from static apps, to dynamic agents. But, as my 2 year old niece likes to ask: “but why ?” The issue is that the world of software today is fragmented, and everyone is sprinkling on AI as a feature and charging a subscription fees for it. From browser makers, to IDEs, to design and other productivity tools. This leads to a fragmented UX, where people have to learn to use AI in each app, their memory and other context is not shared between all these apps, and they also have to pay separately for compute for each such AI-enhanced app. Each app maker has to figure out basics such as compute, and leads to the issues we saw with Cursor pricing recently. This is not the future. What if AI was the foundation instead of a feature ? What if Apple had built a fundamentally new AI OS from the ground up and what would it have looked like ? At Hyperspace, that is what we did. On July 15th we introduced three breakthrough key pillars of our AI OS: 1. Agentic Browser 2. Agentic Memory 3. Agentic Payments And we didn’t stop there. We also introduced a breakthrough new user interface called the Spatial AI which is inspired both from the spreadsheet and the HyperCard - each card is an agent, with it’s own inputs and outputs, endlessly extensible and pluggable with others, just like cells of a spreadsheet. Update one cell and all the dependents update, like a spreadsheet formula. It goes beyond a static linear workflow to being able to operate in all directions. This revolutionary new interface helps manage all of the below: 1. Multiple websites being browsed in parallel 2. Multiple desktop apps being browsed in parallel 3. Multiple server tools being used in parallel 4. Multiple smartphone apps streamed to your device or opened via an emulator All the software which you need comes together in this one seamless, agent-native interface. This interface provides you access to the largest network of models, vectors, agents and compute on the planet. The Browser. The IDE. The Notepad… they are not separate products: they are all in one, the Agentic Browser. As Steve Jobs famously said at the iPhone announcement, “are you getting it ?” And beneath this UI lies a new intelligence routing layer — leveraging both swarms of specialized models to the Hyperspace Matrix model that recalls thousands of tools in real-time, not by context window hacks, but through retrieval, ranking, and reuse. To many, this will feel like AGI. Not one big system by one big company, but an intelligent network. Now lets talk about privacy… Are you comfortable with one company owning all your memory forever ? I am not. So we have invented Agentic Memory as a new open protocol which provides full power over memory to you, the user. Your memory is yours, encrypted, on your device, and portable if and how you want. Anyone can build on it without our permission, but not without your permission. This protocol, and the decentralized vector database spread out across the world, would enable apps and agents to share context and memory. Think copy-paste, but for the AI world. It doesn’t just remember — it knows what matters. VectorRank helps your AI weigh your life’s most relevant moments over time, just like the way our minds elevate memories. Now each time you use an agent, your experience with other agents will also continuously improve: you don’t have to keep repeating the same things about yourself, while fully preserving your privacy. Agentic Memory is accessible within the Agentic Browser to manage. And there is one more thing… AI as the foundation requires compute to be available at the base layer, but this base layer spans models running on your own device, to cloud APIs, to also running across the peer-to-peer distributed network. Agentic Payments provides a singular interface to all of that compute, running a spot auction clearing marketplace every second to determine the fair price of compute. This results in price transparency, and you as the user paying the lowest possible cost. If you want predictability, you can reserve compute in advance. This end-to-end system provides the most streamlined world for agents to operate in. In order to enable this world and the world of agents being able to pay each other in sub-cent increments millions of times a second, we had to also invent a fundamentally new agentic micropayments blockchain. All of this together would enable a world where you as a user, or the agent itself, can efficiently call and utilize other agents built by others and also pay for content which is unique and useful. This enables a move away from the current AI exploitative economy for bloggers and other content creators, to a web with a fundamental new business model. Earlier we didn’t have the right infrastructure to enable such a world. Now, all the dots connect. The Hyperspace AI OS would give the power of a supercomputer in everyone’s hands. This isn’t a browser, or an IDE or limited to any device or cloud. It’s an entire AI operating system — with a breakthrough new spatial UI, local and distributed compute, agentic memory, agentic payments, and orchestration built into the foundation. As a user, we move the choice back in your hands with an experience you will love and find delightful. You get to choose the level of privacy, cost, and utility you want. And while Apple should have done it, we could not wait, and we feel this just required a new level of passion and DNA which we bring here. We are just getting started. Thank you, Varun Mathur Cofounder and CEO, Hyperspace cc Naval Marc Andreessen 🇺🇸 Vinod Khosla Andrej Karpathy Sam Altman

Varun

169,177 views • 1 year ago

Grok Bot might be the first tool that lets one non-technical person run an entire business with a team of AI agents. My friend Billy runs his whole newsletter business on Grok Bot agents, and I think we're about to see 100,000+ businesses like his. BEST PRACTICES: 1. The agents run on a shared cloud computer, so running your newsletter, your X, and your receipts all in one place creates context bloat and burns tokens fast. One mission per setup. 2. Start with a Chief of Staff. Give it access to your existing docs (Notion, Slack, Gmail), have it audit the business, then tell you the top three agents to build first to drive revenue. 3. Perfect a task with the Chief of Staff before spinning up a new agent. Have it do the outbound sales once, review it, and only then say "now build a bot that does exactly that." You earn each new hire by proving the task works first. 4. Constraints are the feature. You get a limited number of agents, one thread per bot, like DMs with a teammate. It forces you to stay mission-oriented instead of spinning up a bot for every random idea. 5. You make the decisions, not the agent. Billy's team spent three weeks unable to pick where content should live. At some point you say "we're doing Notion, no more tinkering" and move on. 6. Run week one with no new agents. Build the team, learn to fly the plane, just execute. Week three is when you find the real gaps and expand, someone to man the inbox, someone for the Shopify shop. 7. Then add routines so it works while you sleep. Ask your Chief of Staff what recurring jobs would move the business forward overnight, and it builds the automations that run without you. Thanks to Billy Howell for sharing the sauce on The Startup Ideas Podcast (SIP) 🧃 (follow for more). Grokbot is really cool. Watch below:
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Grok Bot might be the first tool that lets one non-technical person run an entire business with a team of AI agents. My friend Billy runs his whole newsletter business on Grok Bot agents, and I think we're about to see 100,000+ businesses like his. BEST PRACTICES: 1. The agents run on a shared cloud computer, so running your newsletter, your X, and your receipts all in one place creates context bloat and burns tokens fast. One mission per setup. 2. Start with a Chief of Staff. Give it access to your existing docs (Notion, Slack, Gmail), have it audit the business, then tell you the top three agents to build first to drive revenue. 3. Perfect a task with the Chief of Staff before spinning up a new agent. Have it do the outbound sales once, review it, and only then say "now build a bot that does exactly that." You earn each new hire by proving the task works first. 4. Constraints are the feature. You get a limited number of agents, one thread per bot, like DMs with a teammate. It forces you to stay mission-oriented instead of spinning up a bot for every random idea. 5. You make the decisions, not the agent. Billy's team spent three weeks unable to pick where content should live. At some point you say "we're doing Notion, no more tinkering" and move on. 6. Run week one with no new agents. Build the team, learn to fly the plane, just execute. Week three is when you find the real gaps and expand, someone to man the inbox, someone for the Shopify shop. 7. Then add routines so it works while you sleep. Ask your Chief of Staff what recurring jobs would move the business forward overnight, and it builds the automations that run without you. Thanks to Billy Howell for sharing the sauce on The Startup Ideas Podcast (SIP) 🧃 (follow for more). Grokbot is really cool. Watch below:

GREG ISENBERG

3,900,922 views • 4 days ago