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cover of episode AI ROLLUP #11: $97B Elon OpenAI Rumor | AI Crypto Rebound? | Virtuals on Solana | ARC Launchpad

AI ROLLUP #11: $97B Elon OpenAI Rumor | AI Crypto Rebound? | Virtuals on Solana | ARC Launchpad

2025/2/13
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David Hoffman: 我认为加密货币AI领域为投资者提供了一个独特的投资机会,尤其是在传统金融市场对AI的估值已经非常高的情况下。加密货币AI项目通常规模较小,但潜力巨大,它们利用开放源代码AI的优势,通过代币化实现价值变现。然而,这个领域也伴随着高风险,需要投资者进行充分的研究和风险评估。我强调,我们关注的是那些具有创新性和实验性的项目,它们正在探索AI模型的各种应用,而这些机会在传统金融市场中很难找到。 Ejaz: 我同意David的观点,加密货币AI领域确实提供了传统投资渠道之外的机会。特别是,代币化的概念与当前投资者的偏好相符,他们寻求高回报的投资。然而,我们必须诚实地面对这个领域的风险,包括监管的不确定性和市场的高度波动性。尽管如此,随着对开放源代码AI价值的认识不断提高,以及代币作为价值变现手段的普及,加密货币AI有望成为一个持续发展的领域。我们正在见证一个将代币与实际技术相结合的时代,这为投资者提供了前所未有的机会。

Deep Dive

Shownotes Transcript

Ejaaz and David reunite to dissect the AI Crypto sector’s rebound from a 70% crash, fueled by Elon’s rumored $97B OpenAI bid and the relentless rise of open-source devs being heads down. They explore how tokens might be the most accessible path to AI exposure, why ARC’s curated launchpad could elevate agent quality, and what Virtuals’ move onto Solana means for cross-chain expansion. Meanwhile, X (Twitter) embraces a new wave of AI agents, and AI16z reorganizes to stay competitive. Is this the turning point for AI and crypto—or just another plateau? Tune in to find out, anon.

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------ TIMESTAMPS & RESOURCES

0:00 Intro

1:17 Crypto x AI Exposure Strategy 

10:56 Elon’s $97B OpenAI Bid

13:14 Crypto x AI Mindshare & Markets https://www.cookie.fun/)   https://x.com/S4mmyEth/status/1889675738099376149)   https://x.com/dv_memetics/status/1888956005515477372https://x.com/0xelonmoney/status/1889743777088360909)  

22:48 Andrej Karpathy https://x.com/karpathy)   https://x.com/hyperbolic_labs/status/1887229114769359013

22:58 Replit comes out with a mobile app https://x.com/Replit/status/1887159041455169683https://x.com/karpathy/status/1886192184808149383

33:12 X (Twitter) is getting involved in agents https://x.com/ethermage/status/1887526320487473326

37:24 ARC reveals their new launchpad & agent launch https://x.com/cryptopunk7213/status/1889768219873099902https://x.com/askjimmy_ai/status/1889736290696045017https://x.com/0thTachi/status/1887620290727059731)  

51:17 Virtuals are live on Solana! https://x.com/virtuals_io/status/1889365020393496910https://x.com/gkisokay/status/1889721779146596503https://x.com/virtuals_io/status/1887508625268367843)   https://x.com/gkisokay/status/1889331963917729993

59:03 AIXBT holders can now connect X account = richer agent interactions https://x.com/aixbt_terminal/status/1887355817957204434

1:02:46 Ai16z (ElizaOS): a brutally raw take https://x.com/CryptoStreamHub/status/1887435927309721992

1:07:57 What Ejaaz focused on this upcoming week

1:08:59 Closing & Disclaimers 

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