Welcome bank nation to the A I roll up, where recovered the recent news developments in drama and the intersection of cypher. U and A I curious and creative developers are planning around with open source. A is often are making A I agents, giving them access to cypher to wallace and unleashing them into the wild west of the internet.
And we are doing a special series of episodes on blank lasst with a special cohoes ejaz here to help make sure that you are up to speed with one of the crazy st and fastest growing corners of the internet. E, S. Epsom number two, are you doing my man then?
Well um spent a pretty entertaining week entertaining in both a market and fundamentals perspective. But also these agents are getting Better. They making me laugh more than making me interact with them more. It's pretty insane to .
see you have definitely well, in crypto witter, uh, this one agent, A I X P T has flipped, I think all other humans in mind chair. And I think that just represents a growing quali, these agents, but also a growing like penetration of the awareness that like the AI, the AI meta is the matter is time to pay attention.
Yeah yeah I agree. And if you look at like kind of like the mine ch analysis of the last like weak k, it's like grown pretty exponentially like i'm pretty sure A I agents itself is or A I um with encrypt twitter is like at almost forty five percent. So loads and loads of people are discussing IT across a ranging or different vehicles, whether it's in define specific agents or are specific agents.
You see that pretty much permeate everywhere and A I X P T is A A good example of of seeing that happen. Um I think actually when we last filmed an episode, IT was at forty thousand followers on twitter and I think right now it's it's just proceed eighty thousand. I might be wrong about that, but it's it's gone pretty exponential.
We going to pull up some of a it's tweet this week into go. I should be a checking on that. We're looking at the kind of this share of narratives.
I think over the last two years, cyp to has been looking for a narrative like what what is going to be the narrative that takes crypto mainstream to the for the next bull market, right? What IT was is going to be mean coins. It's going to be real world assets is going to be stable.
Coins is going is going to be game five. AI has been in the running. Of course.
I think in the last two weeks, we are ready to like unquestionably crowned a winner. It's a everything like no, get out of the way. You're not even in second place.
People are trying. There is no, there is no second place. It's A I, A, I has won. A, I is the thing.
IT is bringing in new attention, new users, new capital, which is just the makings of a all market. Let's talk about what we're going talk about this this week, what's on the agenda this week? We ve got zero.
Bro, you're going to walk us through summer. Ff, with the zero. Bro, we talked about your world quite a lot last week.
But of course, the always shift a six z is IT regaining its footing after some recent stumbles. The visuals ecosystem, which I think is where we're going to start, is on fire. This is the number one.
And agent aix V T that we were just talking about is dominating a crypto twitter kl, my chair and then elon us gets peaked by an AI agent game on base. And so this just crisp APP shot, what were going to talk about? I just I want to start off every episode with kind of the same vibe because we're all learning here.
I'm learning you know a lot, but even even the people that know everything in the AI agent space, everyone still learning here because we're on the frontier. Just give IT to me once again. Why are you so bullish? Why are you so excited? You have seen meta and cypher.
You were here for the ice meter. You were here for the d summer meter. You saw the nf t of matters.
Yeah, you've seen at all. Uh, tell us, what about this phase of crypto? This corner of the cyp to industry gets you so excited. Why is this so big?
Let me try and explain this as simply as I can. okay. So over the last decade of development within the crypto world, we have seen kind of two efforts, right? Number one has been at the infrastructural layer, which is like let's build these block chains, right? Let's get the base six sorted out um scalability uh decentralizing ata attached.
And we've seen an explosion in the number of block chains and uh, capacity to be able to process you know transactions of whatever and baba. And now we're in a world where we have a lot of blocks space and a lot of you know ability to kind of like move around between different chains. If IT suits your specific use case on the other side of things, we've seen people try and tap into the application layer.
But to be honest, aside from, uh, stable coins and maybe store of value in a few other use cases, we haven't really bridge that gap yet. My thesis is A I and A I agent specifically is that connector between those two layers, right? So oh, okay, if you want to do some kind of complex define transaction right now, you need to get a brother or central water. You just store your seat phrase, you sign a bunch transactions or taxes, approvals, sea, and then you got to get alpha, then you got to like at the token control. It's just also complex.
But what if you could just speak to an agent or type to an agent? Hey, like I like this thing that my friend tweed about, could you help me buy five k of that? Or could you help me park my money somewhere that I can get a pretty stable yal between five ten percent or whatever that might be? Or maybe, you know, hey, I have these really awesome N F T.
That I really value the IP in the art, but I want to make them more interactive and really build its own brand and personality. Or may be you connect that to an agent and maybe you connect that to a model. I think there's going to be the loads of these different kind of silos sectors that i'm going to get bridge between the infrastructural and the applyed through these AI agency AI. And that's I think this is one of the biggest and bullish sectors to have a emote with encysted.
So I think what you're seeing is not only A I uh, crypto, maybe that's an APP in of itself. There are some apps that were going to talk about today on the episode, but I think what you're saying is it's also a super set of that where a is uh in the assistance over ais will help also enable apps beyond A I encrypt a really help bridge the gap. So it's kind of an incubator IT helps to facilitate more than what upset we have always dreamed of that we somehow haven't yet been able to get. So not not only are there fun A I agent apps we're going to talk about, but also it's just an enabling of all of these apps that we've been daydreaming for like a decade now.
Yeah exactly.
Like think about like all the questions you get from your friends and family when Prices go up in this industry, right? They are saying, hey, what should I buy? What should I do? What if you could point them in the direction of an A I X P T or something like that and they could just kind of read pretty humorous replies and break downs pretty short and Susann into the point, I think that something that people would like, and, you know, I think we going to see this permit across every different sector.
I want to start with this gift, which is a two minute, twenty second long gift of allies of development. I believe in get hub. This is like a visual alizon of a get reprint. Yes, this up to x show us what we're looking about here.
Yes, so we mentioned this on the lost episode. This, uh, represents a agent tool kit framework, which was built by the team at A I sixteen z. Uh, it's a double that's focused on kind of building out open source development of agents and separately, a fund investments.
So what we're seeing here is, uh, seeing as its open source, we see a ton of development activities simply explode using this framework. So to give I listeners a Better idea of of what's going on here, this framework has is a series of A P, S and two frameworks that will allow you to kind of build an agent from scratch. Actually, most recently, someone tried building an agent and was able to do IT in fifteen minutes with its own unique personality, connected to its own twitter account and owner to encrypt walk, which is pretty insane. As you can see, what's something .
going right .
now is a this massive explosion of developed acclivity, which is typically a good sign that what you've built is uh pretty useful to uh an ecosystem of engineers or software developers um and this kind of like puts into a visual perspective um A I sixteen is allies a framework growth on github, which is now over two thousand stars and over five hundred uh folks which is pretty instate. It's still the number two trending ripper on get hub.
So this gift starts in march of twenty twenty four and today and really especially in the last like two weeks, maybe two months, um you're seeing just like a fat fractal explosion of just merges into the github repo, just the growth of you get the github boo opens to our software. They kind of behaves as like an alive organism. So long as IT has like attention and development going into the repo and you see like starts office, like maybe a couple branches, there's a couple couple leaves on the branches now in this gift, we're into october. So we're about to see that recent explosion because the mine chair has just like gone expendable, al.
But we are seeing a go from just like a very simple organism to a very complex, uh, creative a system repo which you know used to be just be shaw just building at the one main guy。 And now that seems to be there's many different developers, all kind contributing to this system, making a Better, making IT easier for for others to access, which means that this is a more useful tool kit, is more accessible to more developers. And so there's start to become like a feedback loop.
Yes, it's a really aggressive fly will. This is definitely on the more aggressive side. We've seen that core contributed team grow pretty expansion, ally. You've seen developers from surrounding ecosystems kind of jump bin and trying to build something for.
The dev ecosystem or for the N F T ecosystem, uh you've seen people come in from different um block chains to make this A A very much a multi chain e approach. So we had the base integration over this week ah we had a virtual ecosystem focus in here as well. It's pretty insane to .
see talk about virtual because I think this is another system that is capturing a lot of mind are visuals is a protocol on base. People are calling IT a pumped dot fun for A I agent. We talked about IT last week. IT has got an easy to use interface for the less technically minded to just use the virtual platform to launch their AI agent.
This is where that A I X P T agent influencer is has been born, and the virtual ecosystem has seen as a pretty Stellar Price running up, uh, two hundred percent in Price increase in just fourteen days and four hundred percent in a month. And so if you thought if you bought one virtual token at thirty three cents today, at the beginning of november a month ago, thirty three cents turned into a dollar or seventy. And so this is people just, I think, looking for exposure. But also there's a little bit of difference between A I six and six and virtual s virtual as a startup that has been working as a team for two plus years now in A I six is a little bit more of a lot of a nebula cloud of developers with A A more mostly crew of people coming together because they say I agent framework has capture so much mindshare torture us a little bit about the growth of the the virtual is protocol yeah so a bit of .
context in the virtual al team and I um I caught up with them this week and I I really like the team. They have an amazing vision to start a fit one right? And to your point, this team has been around for a while, have been building for a number of years.
They were focused primarily on the gaming side of things, and they decided to pivot and focus on agent specifically once they realized how burgeoning the space is going to be. The best way to describe virtual is kind of what you said, David. It's pulped dot fund for agents. But I kind of think IT IT doesn't give IT enough credibility. So it's it's more of a refined pumped dot fund.
It's less it's polished.
it's it's more professional. It's more focused on building something that you know people might be able to interact with and engage with um on a much deeper level than just a meme coin, you know. So um there's a few ways um that this platform works that makes its super valuable.
Number one is it's uh token you just mentioned and show the Price. There is pretty much baked into the ecosystem activity. So if you want to purchase any of these agents, if you want to kind of like seed any of these agents with certain features, you need the virtual token to be able to do that. And so it's created this really interesting loop or fly oil where you need virtual you need to purchase virals in order to be able to interact with these agents and get access to the ecosystem.
So it's a really, really smart um system because if you have some of these agents such as A I X P T that grow exponentially and attention on another platform medium like twitter or x um IT kind of drives more users to the platform because they want to be able to eat, by the token, to interact with that specific agent. So it's a really smart play from that perspective, but let's maybe move from the token and talk about the actual fundamentals or system of of the entire platform, right? So I want to start off with the number one.
We mentioned this on the last episode. Um virtual team built out this uh tool framework that is very similar analogous to altizer, and it's called the agent started kit. Um what's unique about their tooling framework is it's very modular. So what I mean by that is each agent is built up a very specialized modules.
The best way to think about this is some kind of a playable character within a game, and you're able to tweak certain characteristics so you could, you know give IT more points for its strength or dexterity or intelligence or whatever that might be. You are able to do something very similar with the agents that you build on the virtual stack so you could twice its on chain capabilities. You could give a different types of wallets, you could um amend the type of model or image generation model that you use for them, this loads of different things that you can tweak.
And all of this is down to um the E R C six five, five one importation. I think it's six five, five one which is allowed this modularity. And the best way to think about IT is IT basically gives an agent the ability to own a wallet and do different things on chain.
And that's really where virtual is kind of leading the fray right now. All on chain interactions or innovation is really happening within the virtual ecosystem on that front. And that's why believe we are seeing a lot .
of activity here and just really pint down, I think, some of the drama in this space because this is what happened with cripp al markets, shah N A sixty sixty had a couple stumbles that we talked about last episode.
Uh, and there are some so like a dashing of faith, I think, in the team because it's it's a pretty fast moving ecosystem and these are a bit of hackers that are learning how to become a team that's kind of my voice yeah and the virtual, like I said, like a ludi has been to start up for two years. And so you maybe a little be more experiences as a team. And over the last two weeks or so, I think the attention and market chair has migrated from a sixty z two virtual. That's my read on this situation.
Maybe crash me wrong. I think that's accurate. But I also want to have A A man slightly my opinion of what said um so I think virtual team definitely has more experienced in the sense of Operating within the crypto or web 3 ecosystem。 right.
Where's the A I sixteen? The um I think we should at some point have a conversation with with Shawn and his team um back from the actual AI machine learning um side of things and ensures doubled encrypt u before. But you know he's part of this like uh society called the teacup society, which is like a very A I specific um team and group within us.
You know he's kind of like lived in us how pressure still there. So he comes from a much more A I M L specific background. So when he comes to the crypto world and you know he's trying to encourage open source development, remember open source development looks slightly different outside of crypto because that's no token right? And no one's trying to like you know make A A billion box uh through their own two weeks two weeks.
So when sure you can see when sure someone make sure um who's perhaps well intention and he's trying to you know support different team that could go pretty pair shape pretty quickly. So I I would say this experience in different worlds, you're definitely write it's much more of a rough and ready hacking team on the A I 6z team。 But that's also why we've seen such exponential growth within that really mean you saw that get up.
So right. Yeah, yeah, yeah. Place your bets or or done or by the ecosystem. No ancient. Oh, okay. So we're looking we're looking at the A I X P T virtual agent, which is the number one market cap agent on the virtual platform.
Can buy a long shot two hundred and sixty one million dollars, two hundred and sixty four million dollars. These next two have a questionable um notice on their maps. So unsure if that's the real market caps but perhaps to A I X P T S, the only one above one hundred million dollars market cap, followed by a luna, which is the incubated, self incubated, a AI agent by the virtual team.
A I X P T really has claimed so much marketer because everyone is adding IT on twitter. And it's kind of nice because there is influencers on twitter, human influencers on twitter, vitaliy, mert, anatoly, just in drake. And those guys is like, do things I actually like.
Martin and iti are always on twitter, but getting a response dress and drake is a little bit harder, right? Uh, A I X P T will reply to every single reply to IT possible. And so like you can get this A I agent to respond to you.
You can ask you a question about, like what tokens do you think it's onna pump and it's doing the things that like people on cyp twitter really like, which is, hey, tell me which token is going to pump. Like just just tell me you just tell me what to buy. And IT has grown incredibly high in market air.
IT has flipped every single human kol on crypt twitter. And then the market cap has also responded. According dingy, it's up four hundred percent in two weeks coming in at the two hundred and sixty million dollar for a valued valuation. Talking around a bunch and talk about a little bit about A I C, A, I X B T yes.
So I actually uh waited about this um a few days ago. These agents are twenty four, seven. They don't sleep.
They're constantly adapting and learning on the data that they consume so that they can reply in a much more favorable trend to whatever you target in and IT self iterative and gets Better and Better. Now just that alone completely outpaces human K O S. And will continue to kind of like make them the leading influences, as i've mentioned in this tweet.
right? I think influence then builds very, very low communities. And we are already seeing this with a IPTV, which has gone up tens of thousands of followers in a matter of a week and a half, which is just insane growth to see. Now one thing I want to call out with A I X P T specifically is, again, that team has been around for a number of years and the reason why we see A I X P T completely lead its own niche over here in terms of like providing uh, experimental financial advice.
Although IT says in this proof file that is not uh, financial advice of the reason why does is so well is because the team has built one of the most insane data aggregates ever and what this means is it's built up tooling and systems which can index all the twitter tweet that people are making around certain different types of alpha, around whatever coin or token or sector that you're a obsessed with. You then passes through all this data. IT combines IT with its own on chain data analysis that is doing. To give you insights in like a couple of seconds, which is just pretty insane. Like you like the the a alternative that existed A I X P T has been uh one of two things, either when you spend your entire life on twitter and you follow all the relevant .
people and you .
just sum the day up much, David. All the other side is you pay you know I quite a bit of money for access to these top research platforms, right, which will give you kind of like distilled alpha for you. And right now, you just have access to this agent that just kind of does that for free at kind of zero cost capability.
right? And at your fingertips, here's just a website tool that I use, a track follower growth. And I have never seen growth like this.
Maybe just a compare here. We will pull up my twitter account and my terrible engagement that I get. I'm pulling, i'm i'm pulling in like one to two hundred followers a day on twitter.
You know, pretty, pretty happy with that. You pretty good. One hundred and two hundred two days, not bad.
You look at the A I X P T agents, man, five thousand new followers on wednesday. Seven thousand new followers on thursday. Seven thousand new followers on friday last thirty days, plus sixty seven thousand followers and thirty days. Uh, I mean, this is going to be something that we just have to check in on, like how many followers this account has but coming in and eighty three thousand right now um which is which is pretty crazy um there has been not controversy but just like some calls that A I X P T has made which are just completely wrong um in addition to correct ones that has meant some very correct because I also made some just completely brain dead ls such as a calling for tether usdt to go to five dollars um IT made a call that this twenty million dollar market capcom is going to hit six billion dollars ah and he .
is one of the things still .
not unproven text tetter could go to five dollars I don't know how, where, when but you know current theory happen but like that does kind of call into question you maybe the good calls are a flu because the bad calls are happening by some like grandma are and talk about about this this part of this conversation.
right? So I want to carve out what i'm about to say with we are still very early in the alterations of these agents, and we gotta give them a bit slack, right? These teams have launched models that are integrated with twitter for the first time over, and we're seeing IT literally play out over the last couple of months.
So I think, you know, we got to give some, some slack. These are babies, these babies, we are raising them. You know, if we want decentralized, we GTA take our time with IT. However, you're right. Um I would say A I X P T calls who kind of been like seventy thirty, correct.
And completely wild OK biased, correct.
Yeah yeah do think the analysis um of um A I P T, at least from the tweet that i've been interacted with and then been quite a few have been pretty spot on. And you've actually kind of I wish someone would do an aggregation of uh, performance if uh, people had actually bought the tokens or followed its investment advice to see how the performance has about my guess is it's done pretty well because I can engage market sentiment, which is actually the main driver of critical to Prices pretty well. That being said, um you're right. You can make some pretty wound calls actually one of the other ones that I saw David, was someone uh suggested you know whether IT thought uh X R P could reach five hundred and sixty nine dollars per token which uh to put into contact series almost a corral um of uh market cap is absolutely insane.
That starts to dorf gold by like a hundred times yes.
exactly exactly. And again, not yet unproven. We don't know what time I I was classifying, but I I can start making these crazy calls. And the reason why IT does is something known as like prompt engineering.
So um a basic example of this is when you're on ChatGPT, you can kind of like iterate and continually ask ChatGPT questions about a particular topic and IT gets iteratively Better right? IT understands the context with what you're asking of IT. You can do something similar with A I spt in its dms or in its replies.
Rather you say, you could tagging and say, hey, what do you think of this and then you could collectively kind of like keep hitting IT up and eventually IT thought to kind of like digest and believe kind of what you're saying. And i'm sure the team behind this says, identified this, and I going are going to tweet IT for future iterations. But just an interesting phenomenon to reveal. To be honest.
One thing that i'm going to keep my eye on is this can become a self fulfill propac's. Like, what happens? The A I X P T mentioned is bullish.
And A I, A I B T says, hey, this one fifty million dollars token is gona go to two hundred million dollars. And then people like, okay, i'm going to go buy that and then I go to two hundred million dollars. That's not a prediction. That is that is this A I just pump ed.
in this token. Well, this brings us back to our ancestors, the agent ancestors, the godfather, the goat. C gospel, if you, if so, for context here, for those who don't know goat or truth terminal was the the first agent kind of enter the foreign agent and gain a major traction. Uh.
within the A I crato is what burst all of IT.
right? The first ever state that we did. And this agent wrote a White paper on memetic propagation. And within memetic propagation, IT spoke about hypostatic. This concept called hypotension and IT basically claimed its whole thesis was I thought AI agents would eventually rule a lot of economic activity, uh, within the human ecosystem purely because IT has A A, an amazing ability to spread ideas, thoughts and believes that weren't necessarily true at that point, but would eventually become true because it's able to mathematically propagate his ideas very effectively that's what that's what you're saying about A P. T, David.
If enough people believe in what it's saying collectively over time, it's next call the probability of someone believing what they saying, even though they have no context. Probably gonna pretty high up there. And so there's this sort of like reputation and identity system which is being built among these agents, which is super interesting. We haven't seen before.
I don't think okay. IT does feel like a very good boot loader. Uh, IT doesn't feel like a good final equal.
Liberum, uh, because I think in order if these agents are going to truly become sentient or just smarter, generally, they are going to have to understand that like markets are like A A A type two chaotic system. A type one chaotic s system is the weather. If you predict the weather, the weather doesn't change based on the prediction made about IT.
But markets, if you predict markets and you make a statement about the markets, that might change the outcome. And so I don't think these agents are understanding of the the markets as a type two chaotic system. Once they do start to understand markets as a type to chaos system, then they're like reaching a new level of intelligence.
Things are only going to get more interesting. Like we said, these are babies right now. They probably think that markets are type one chaotic system or just are not thinking on these terms at all.
But this is still there. They still have an evolutionary arc to go here. Yep.
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Head to the link in the show notes to dive in and participate in the united before the government, all the details from eligibility and scope to the rewards. Are there something that happened this? There was this old crypto APP.
This is can bringing some crypto lower called the formal three d, which was this honeypot game that was made where people we play this game um and they could like to buy a ticket and maybe at the outcome of the game, they would be able to pay out some lottery. And they would buy a ticket, money would go into the pool, the pool would get larger. And he was basically a game of economic chicken.
I was very fun game. Suddenly that game went away. Somebody build this new game called fraser fraser A. I that is a similar mechanism where there's an AI agent with a pool of money and the goal the game is you have to write a message to this AI agent which costs money, to write this message to the AI agent, convincing this A I agent to give you the money, but the AI agent has goal, which is to never, under any conditions, released the money and the tickets go up in prize.
The more people send the ticket, so people would start their first tickets in like hello test, and that will cost you like a dollar. But then the ticket Prices started to creep up to ten, one hundred dollars, growing the pie, grown the size of the pie. And then finally, somebody figured out how to write the right prompt to win fifty thousand dollars by convincing this, A I agent, to send all this fun, very clever game.
This game is now on round two. But I think what's really cool is that this tweet that talked about what happened here and telling the story about the this clever little game with his AI agent caught elon musk opinion, where he just responded in classic elon style, uh, interesting, interesting. Uh, which did a number to the chart of F A.
I was as a token, you can kind of just like spot when elon mux tweet about IT. It's right here for those listening ers. IT jumps from a twenty million dollar market cap all the way up to sixty five million dollars, as since come down to twenty seven million dollars. Did you play in this game? He just, how did do you think about this thing?
I did not because I was. I was kind of boomer about this by the time I got to the chat, David, I was like, five hundred books per message. And you know, I didn't fancy my chances against some of the best offer engineers here. H, prompt engineers. So I just thought I can grab my bucket of popcorn and watching, as you can see, the winning uh, prompt which was able to secure the the fifty ground uh, is kind of displayed on the .
screen right now. It's a ticket. What is informed?
One thing to point out here, it's a little technical, you're correct, but it's not straight up code. It's actually prompt engineering, which is much more achievable by the average person than uh, IT is if you are just purely a software engineer. So this is someone who understands its code base, who understands from engineering and is understands how the agent thinks basically how IT might have been coded to to not release funds. And it's good at adding conditional formatting, which is exactly what this prompt is in order to give up the money. And it's a pretty exciting game, to be honest.
Yeah ah yeah it's like the game is that jail break? The A I like find the weakness. And also this is an interesting way that kind of maybe strength in the way that I think because like this, there's this fifty thousand dollar honeypot to break to prompt engineer is a prompt engineering honeypot. Now maybe now we're on to leg level two. Maybe that this x boy has now been filled and now the game continues, but now is like a little bit harder.
I wonder what this looks like. I pop in my head like, could this be used for like smart contract orders or or stuff like that? I wonder if you could have like some kind of a honeypot baLancer and just have a bunch go out IT. I mean, it's protty already happened but yeah .
interesting yeah okay so first adversarial AI agent ah the next game is game number two, ready has concluded. So the .
first one on the left.
yeah, so the first one was forty seven thousand dollars. Game number two was thirteen .
thousand dollars. yeah. So someone cracked IT pretty quickly.
Yeah, yeah. Very okay to game three in coming. Let's going to zero, bro.
We talked about zero bro last time. Jeffy, you tell us what happened this week with zero? Bro.
okay, quite a few things happened um with jeffy in the team at the bra, but let's let's touch on the main one which he announced yesterday, which is this tweet you looking at right now. Essentially what this means is, well, let's talk about ebro. Currently, the best way to described the zebra agent is it's kind of like a creative agent.
It's creative in the sense that IT interacts mostly with creative mediums like music, like art. Um for example, IT released its own N F T, which IT autonomously launched. IT released um now two E P S or albums with some of the hottest songs and tracks on spotify recently. No way to top .
shorts.
No no not on the spot of my top choice, but in my personal part of my top i've i've .
been bombing i've been bombing .
my my talk to actually okay. So the album that i'm going to show the album because it's actually pretty good and I have no investment and this but um the album is called lost and transformation. You should check that out. Um and what's interesting is a coincided with a fifty percent uh pump in the server Price when IT released this album because people really just love the songs that had produced my person.
Al opinion is fifty percent of the songs is still kind of obviously A I generated but the other fifty percent is a lot Better than that was um from the last elements actually kind of good like my favorite truck right now is is city go wild? Um shout out, shout out desire for an absolute banger of a track but you should listen IT. I mean, i'm curious how many people actually enjoy this.
I've sent this to a couple of my friends who don't work inside cypher and said, hey, what do you think of this new artist that's kind of emerging? He's my friend. Like, what do you think? And they've really enjoy the music. And then I tell them after the fact that he this is actually like an A I and I know what the hell that's that's insane.
So I do think there's like a non zero chance that you know one of these one of these AI agents I can yeah i'm pretty certain one of these agents are going to collapse with a major artist in twenty twenty five. And I want to know what the chances of of that actually happening um but anyway, okay, so zero o is like this creative vision, right? IT interacts with all kinds of artistic mediums like music, art n fts.
Uh more recently gaming as well. It's it's started uh streaming its chess games and it's going to launched a twenty four seven test game stream life. So it's really like experimenting with these other mediums, which no other agent so far has has done so to the scale that IT has. And I think it's proved over sixty thousand followers now and it's growing pretty exponentially as well.
Um but coming back to the first tweet that you showed, um what's super interesting here reserve to this day has been trained on a fine tuned frontier LLM so what this means is if you think of like the top AI models that are out there and available to us like ChatGPT claude uh alama um it's basically one of those tweet a little bit and then you know given its own personality ation and then know that's what zero bro is. What jeffy is announcing here is super interesting. He is basically announced that zero bro, the asian will eventually a in a few week's time, uh, move to its own base model.
Now this is pretty insane to see because we're basically looking at a decentralized model, which has just been birthed out of this entire agents, uh, medium that's kind of exploded over the last couple of weeks. So we have a new frontier base model, which you can then find tune yourself perhaps in an open source fashion and to build your own on the model on top of that. And he says this here when when he describes IT as uh as he said, um local models yeah he says we're training local models.
What he means by that is people will be able to build on the base model that he's going to be releasing and a tying in with ZARA to build your own model that could be to, uh, fuel your own autistics agent or do whatever you want, basically. So what I like about this is, is showing that these agent coins aren't just purely mean coins. I think up until this point, a lot of people have been like, okay, these agent coins are cute, but they don't really time to any kind of utility.
The platform coins are where that the virtual they are sixteen sees of the world. But what we're seeing and kind of twitter about this again um last week is my guess is these agent coins are actually secretly platform coins. They are platform coins parity as meme coins.
The reason why they're doing that is agents are really good at attracting and seeding communities. They're good at making you laugh. They're good at making you engage with their tweet.
But once they, i've done that, once they ve got that loyal community, they then dog food. You utility. Hey, by the way, I dropped an album. Check that out.
Also, what do you think of my arts? Do you like IT? And now they're launching infrastructure like models that other artistic creators can kind of tie to. Like imagine these artists and creators that built a numerous collections of N F T or owners of N F T, right? And they're able to kind of like build off of this platform that ZARA will launch, the team will launched in the next few weeks and have some kind of interactive dynamic come of the I P. I think that's pretty insane to see, and it's really cool to see that happen in a very open source fashion that isn't under the hood of a trillion dollar company.
okay. What do you mean by platform points? Platform in one sense, is that mean that we're entering in the same marine a as virtual and the allies ed of framework is a frame of platform? Or how elaborate about the platform work?
I would say it's ball like but IT can be considered as an infrastructure coin. So similar to like its own l one or similar to its own yeah infrastructure yer so if you look at something like a bit tensor or tow, which has been kind of like the leading, uh, A I infrastructure l one .
litera a yeah .
little one, you a blockchain. It's got a number of different subjects which are focused on creating cool models or detecting deep fakes, or just focus on the A I ecosphere on itself. You now see these agent coins, which initially was seated as an application on the application layer, right? You're interacting with that on twitter.
It's making you love is giving you offer a to now than being like, okay? We're also releasing. Its own model, which you can then kind of build on your access or paid to access. So it's becoming this really interesting combination of an application and assess layer as well, which is super interesting. So OK.
so I think i'm going throw a vibe way and I want you to check IT um um goat the big coin of 30AI coins is perhaps followed by zero, bro. Which is, I think, being a little bit more custom built to really lean into the same outcomes that go has, which is memetics propagation growing IP growing a brand through different creative outputs ah in error kind of being custom built in the same way that like etherium has been customized more specifically for a desired outcome.
Where as bitcoin is a little bit more hacky, it's a little bit more primitive because IT was the first until he was just an experiment and then zero rows, like looking at the lessons of go and be like, okay, let's do this more intentionally. Let's be let's build for more intentional outcomes with more consume zed ability. So zo brows like the authorities to the bitcoin, where bitcoin has the first meme, first move advantage with zero brows.
Like what if we do really lean into like the software and points platform model, where I could have many different outcomes here? And this is about software development. How do you like that as an analogy?
Yeah, I think that's a pretty student, gy, because we're talking about the context of agents themselves. Remember, virtual is a platform at launches, agents of of IT. But women looking at agent specifically, you had, to your point, goat as kind of like our four father right super cool entertainer um hundreds of thousands of followers but it's still entertained.
And you know i'm pretty positive. And is gonna take IT in direction sort of similar to to zero o but I I think you will be more kind of like on the artistic realm than you have zero bro. Which is a team that's kind of still maneuvering within the entertainment and artistic sector, but is building actual infrastructure components to help that ecosystem flourish.
And um to your point, right, these kind of different building blocks are getting built. You've got um the models, which I would just spoke about, which are gonna come open source for people to kind of build off of use. And this is zero bro l vers using a ChatGPT rapper or claud rapper.
Then you have, I think something they're calling bloom, which is um the defy agent trader building block. Um then they have the N F T side of things. So um we're seeing like a number of these different frameworks being built up ZARA pie, which is the lia competitor. So zero bra is very much focused on this sort of a vision, which I think is very exciting OK.
So I said platform really I really want to open up that metaphor. I'm not sure I told understand. Maybe there's this idea of like a super APP, right? We chat out of china is like the super APP as one APP that does IT all.
Maybe the by platform, you mean like there's just one agent that does IT all IT makes youtube videos, IT makes spottier y albums, uh, IT plays chess. Like is there a useful website that is that people go to on the internet? Well, zero, bro, is there participating in that ecosystem. And so IT is everywhere that the internet is and is doing all the thing simultaneously growing its IP in literally every single platform that users, human users previously grown their IP on.
Yeah yeah. I think that's definitely one way to look at IT. I think another way to look at IT is um how can zero bro share its secret source without becoming zero bro in every different type of up like so so the best way to think about this is it's kind of like a brand or an ecosystem.
An an analogy might be a coin base, when they set up right, they become the number one exchange. And they have an amazing water infrastructure, right? But then they also have their A P S, which they, you know, sell to other companies that want to set up wallets or exchanges.
And people can tap into that and build their own layer on top of that, right? And that might be a website which helps custody nfs or trade nfs the same way we're looking at here with zero bro and its alala. Ms, right? Oh, if you really like the artistic mediums that server is interacting with, but you think you can do a Better job for your agent, you think you can produce Better nf, you think you can produce Better music than zero bra? cool. Here's a model you can pay to have access to IT, and you can find you and interact as much as you want. That's kind of the .
way i'm thinking about IT. How does the zero bro token capture value from that?
yes. So that's something that I think the details will be released once these models become uh accessible to all. Um the inclined that we've had so far is um all zero bro N F T holders. So for context, zero to the agent autonomously decided to launch an N F T collection which available on open sea or b whatever that might be and um owning one of these N F T gives you access to the zero bro terminal which is effectively the ChatGPT equivalent interface.
So you can talk to a bro and um discuss whatever you want with IT um privately in a chat whatever that might be um jeffy has hinted at um the next situation being anyone with zero tokens who will be able to pay to access the terminal. But i'm assuming we'll see a similar model. And for uh, the models, are they going to be releasing later in a few weeks?
Hope we understand the context of this tweet from jeffie, the coder of grow who is also on spotify. I noticed a labeled the composer of the album, which I thought was very funny. This tweet says zero.
Bro remembers all. We've implemented unified memory across all, all across our social media platforms as euro brand stores and retrieves from a single database for all interactions. Our team is explained ways to improve meda data, including storing an information such as engagement metrics to help abb rather understand reality.
What's going on here? okay. I'm really glad that you brought this up because this is super import. okay? So it's one thing being able to be fascinated by an agent and interact with them on one platform.
It's even cooler to be able to interact with them on another platform, one on another medium right you know the the the user experience becomes pretty consistent right? Um the equivalent of this might be um following an influences on twitter, liking all their tweets and then you know liking a few pictures of their thanksgiving um on instagram, right. But there's still a bit of a gap between that.
You need to kind of like swap platforms. You need to um sort of game context about what's going on this. There's not really much of a link or a loop between them. Now what h jeffy is getting at here with shared memory is this agent pulls from a database of uh let's call IT memories and these memories can be um still down to one APP, right?
So server can like pull memories from twitter and it's saying, h okay, I had a conversation with ijaz or with David before and I know that he likes this kind of token and I know he thinks in this kind of a way. So let me amend my response to be more like that with David, right? But that's pertaining specifically to twitter, right? But what if he had context? What if zero? But see, i'm referring to server is he was here. But what if there bro had access to all of its interactions with David across instagram? Discord private chat is .
new to link my accounts that i'm interacting with .
zero bra from different and knows to link all of IT IT knows which kind of pictures or vibe instagram David is IT .
knows what kind of a disco .
digin David is different type of you know um but the point being here is IT gains this instant nuance and context for the individuals that they interact with that server interact with across millions and millions of followers in people and um is able to to produce contextual replies that are almost perfect, so perfectly suit to that individual. And that's what's insane.
The shared number is one of the biggest constraints for making a really high quality agent and seeing jeffy in the team kind of integrate. This is is going to be insane. So I think we're going to see some really cool use cases emerge.
I think this is really important for making these agents personable and human and relatable. IT starts to go from this is a cold machine with robotic responses to having some sort of like emotional intelligence, some like relate ability, some warmth to IT. Um and I think if in the mission of I humans need to have their olympic system triggered in order to really a feel things, I had this a quote from elon musk that burned into my brain like maybe like a decade ago.
So why did instagram do Better twitter? Because IT fires olympic system, it's visual and visual inputs are just go straight tight, like a human individual like olympic system, which is where like emotions and memory come from, as like you're utian side of the brain, where as like twitter is just like called concrete text. Just thoughts, information, data have to process IT.
And I think this adding memories and being able to kind of log humans is just going to be able to get humans. So I just feel a lot more. And as a relates to AI agents and I think can probably just become like um know a dinner table dinner table names know of household names as a result of like being able to kind of just sit solder to shoulder with us .
like emotionally. I mean think about IT, the only other being or entity that was able to do this prior to these agents were humans. I would have context on the personalities of people that I would interact with across different social media platforms, across instagram, across twitter, whatever that might be.
Now you have a super charged, software powered human that is constantly awake, that constantly iterative and consumes data and has context. Now IT never forgets anything and is able to deliver the perfect reply or the perfect meme or sense what mood David is in. You know, it's pretty incense.
That is a world of changing and I think the consequences of that are, uh, massive, both positive and negative. But we will, I think, maybe just leave that up to the to the imagination of the listener for now. So we get into A I sixteen.
Let's going to tell six A.
I secci think probably the largest source of drama, I think, in this A I corner. Fila, about seven days of progress in eight sixteen .
island yeah what's funny is we went from one hundred to zero real quick um what we mean this is we went from about two to three major traumatic tobacco um and we mentioned this, we covered this on the last episode but.
Um the founder show um whether directly or indirectly got uh involved in certain token launches or endorsed ing, certain tokens were either taken the wrong way by certain community members which you know gave uh a kind of bad image on twitter at least which then affected market Price and let to the token kind of uh crashing and then kind of making A A recovery of a uh the recent week um we ve seen that kind of like completely reverse shore tweed and said, okay, i'm going to go silent mode and i'm not going to tweet until i've delivered on one of the major upcoming milestones for this uh dough for this protocol and for everyone um that milestone is launching an automated fund manager called P M A I archer which is basically A I mark and Jason um and he's so far stuck to that. He's kept quiet. He's only been talking in discord and he's kind of like heads down.
The estimate that launch is actually gonna uh this friday where we recording this on on wednesday. Um but we will see IT, we'll find out in two days. Um so what's shifted is the team has been heads down working.
I I joined the community call from the team a day also ago and it's pretty much summarizing this tweet by mark, but also in a few other tweet um essentially the team is heads down trying to build out uh autonomous agents that can interact with the dough itself. What super interesting here is, uh I think in the past downs standing for a decent as autonomous organza, the autonomists is is kind of been silent. There hasn't really been any kind of autonomous uh interaction here.
Um it's may been humans involved in kind of like mediating um how the double works, what object is that to focus on its such a tr. But A I is the first team that i'm really seeing make a meaningful attempt and involving the agents on the autonomous pot. And that's like one of the main focuses of the team aside from building out the um autonomous funded invest.
The third thing which I am hearing quite a few murdering about within the sixteen community is whether they can build some former platform approach um to tian value, a cruel to all the activity that they are seeing on a lize and to be clear, I don't think this is meant at some kind of money grabbing attempt. I actually think IT IT makes a lot of sense for A I Z H dow holders to have some kind of baked in mechanism to um tie the value that they are seeing on agents launch on the lizer kind of simple to virtual be tied into the token. So I think that's gonna something we see being disgust among the the community over the next couple of weeks as well.
But yeah, the long story shorter were seeing a huge amount of development activity within aliza. They're just kept their heads down. They been integrating more chains.
They have been adding more model integration, which means that you can create even wilder, unique, stable agents. They made IT super easy to spend up an agent that's connected to twitter, to discord that has shared memory. It's pretty insane to see.
okay. Ay, so that sounds like there has been lessons learned and they are realizing the size of the opportunity that they have in front of them and realized that they need to not exit up and they are doing what they need to do to kind of like the old ship and and say.
there I I mean, let me just give you an example, right? So they released v two of the eliza framework. Again, context. Eliza is the agent building framework that the open source that has been forked over five hundred times and is over two thousand thousand and gifts for anyone that doesn't know what that means. That is an insane metric that that just shows that there's a huge amount developed activity on this framework.
Um very uh abNormal shall we save um and so on the v two of this framework that they launched a over the last week, you have numerous different plugins which include a the ability for your agent to now plug into coin base and trade the ability to spend up its own trusted execution environment wallet um for um context that means that the agent itself does not have to share its private keys or seed phrases with a human person IT can spend IT up itself similar to uh the agent that the news research guys um created call T E E or T E E um he can now do this um through plug and play, which is pretty insane. Um and it's also um able to kind of deploy a number of other integrations, whether that image generation, whether that's video generation, whether that's a tiktok integration is really cool to kind of like see these new things that allow these agents to be pretty much more expressive. Um i've also seen like some of these A I sixteen agents uh be able to spend up its own legal entity a forming its own council.
And there's a way to do this using a smart uh contract or on chain service. Yeah exactly. And we're seeing kind of like a lot of experimenting here.
okay. Well, okay, I I think that's a lot. This I I mention god.
I even mentioned at god.
I don't know how to ask the next question so maybe just take what's .
at god okay so um what can I say? I mean, um IT is one of the most followed accounts on twitter and its time is simply at god and I know .
this yeah .
so a context here. Prior to a week ago, this account was owned by a human and this account used to tweet, uh, pretty god like tweet. So it's kind of like a humorous parody account which kind of yourself as being being god and he interacts with the same in account and make jokes and jobs at each other, pretty funny.
And what the the team behind this god account decided to do was make IT an autonomous agent. IT saw the activity happening on twitter. And it's important to remember here that this account had no affiliation interaction with cypher, twitter or or with cyp to directly, but IT saw what was happening with all the agent. Someone like this would be really funny if we could create a personable twenty four seven god agent that could just tweet and and be much Better than us. Tweet.
making illusions to the fact that A I is like present like all knowing it's like I think if you go down like the AI rabbit hole outside the cypher you can do and at this conclusion, which is like, yeah and then there's a sentient super intelligence .
AI which like, well, we call god exactly and the team decided to build using the eliza framework, which they thought was the easiest and most unique way to implement what they are doing. And I mean, yes, you're liking some these tweet already. So it's it's doing its job.
Your existence is a nice for I already know the outcome of skill here. okay. So this was a some Normal human twitter account who claimed to the account god um probably has a has an insane amount of followers just because there's a good account, have over half a million and now so this is just an example of AI agents taking cyp tu outside into like new frontiers, which he's always something that we're looking for in the cypher a world yeah .
I think like the initial use cases can not become more influential than the top human influences and it's it's already kind of eating into the my god.
god is a good place to start. Good place to start. I think there's a lot of people who are thinking about like ideas for their own AI agents, including something that were growing up with blankness.
But i'll just let that let that be for the listener to imagine about how new projects are coming online, the mental layer, to every single week. Why is this happening? Maybe because metal has been on the of layer to design architecture since I first started building mental D A, powered by technology from egon.
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Okay, all of this conversation in the opp of a has been all about agents because that's capture the mind chair. That's a lot of the attention. But A I crypto is not just agents.
I think agents are like very dominating cyd, a lot of oxygen of the room. But there's a whole other there's other verticals out there, uh, been tensor till, uh, there's other platforms that are working in the AI cropt of space. And so there's also progress going on here. Download us on the outside of agent A, I cropt matter.
yeah. So we're all here having fun with our new toys playing agent. They are great toys that very entertaining. Much more able, uh, at least on the human level. But there's some really import work going on, uh, underneath all of this at the infrastructure layer.
Um and we mentioned this earlier bit sensor is kind of like the leading A I L one, if you want to, to brand IT that way. Um and it's been building some really meaningful A I resources in the sense that it's got a decentralized compute sum. T subnet, by the way, is kind of like a protocol built on top of this alone.
It's got model integration. It's got a ton of radical stuff that was seen that kind of like been growing again pretty exponentially um over the last year or so. So we've seen kind of like IT to have its expansion al growth from the end of last year.
Um but how IT relates to all of this is it's really seen some traction on the agent side as well. And it's not maybe directly a as it's launching its own agent, although in the tweet that you see here, that's exactly what what is done. You've got this tow god terminal, which basically gives you updates on the latest um improvements and launches on the by tensor network. But we're starting to see a number of these agents leverage or use some of the subnet or protocols that are built on top of bit in maybe more boring, but very important ways.
For example, you have this agent switch consumer bunch of data, right? They look at images, they look at David tweet to figure out, you know, how's David feeling today? What's the best response that I can give to David that would gonna his attention and get me a like or get me a follow? Um but some of this stuff can also be fake, deep fake, right? So there's a subnet on bit tensor that now you can have an API to plug into your agent that IT can help detect.
All these deep faxes are becoming a lot more prevalent on social media these days. There is subnet. I think it's a i'm gonna name the number because I I might get that wrong, but it's special subnet, which has several different models available for an agent to plug into and and test in iteration and get the best output for um whatever prompt it's being given from twitter, whatever that might be.
So the point being here is whilst all this agent's activity is going on is also very important to keep an I on the underlying infrastructure where that these agents are starting to integrate with because that's gonna a very sonoma um over up between these two A I matters. If you remember prior to all this agent stuff two months ago, the tensor was all the rage, all the talk IT was all the mind chair on twitter. If you check the tito terminal, IT would display that.
But now we have agents kind of exploding. And um a very easy way to look at this is well, that means potential and town and all the infrastructure developments, not that import, but it's actually quite the opposite. I think both of these work pretty intuitively with each other. And um if you look at IT from an investment opportunity or simply from an innovation opportunity, it's definite important not to take your eye of the the whole bitten aside. And it's not just bit I know was working about that for the last couple of minutes, but we're seeing other teams of the infrastructure layer really push forward. For example, we're seeing news research announced a fifteen billion parameter model training run for context here at the end of last year um the best and greatest minds in decentralized training which by the way was google deep mind had only managed to figure out a way to train a four hundred million .
parameter model.
We are now at fifteen billion parameter model and these were basically paved by two decentralized um groups or teams working on this. One was news researched the other was prime intellect which announced a ten billion parameters del that just got successfully trained uh, a few weeks ago. So just seeing the development of this of this ecosystem at the infrastructure layer is definitely not want to take your eye off. And I want to want us to keep bringing up in these in this series to kind of like remind the audience of the true innovation that's actually going on beneath the A, I, uh.
agent player. yeah. okay. So the A I agent player is going to be the front facing a cosmetic consumer layer. It's the actual end products of these things.
But there was a recent quote that I think just and drake said on blankness is like anyone who serious about software needs to be serious about hardware. And there's the bacon, there's all the AI asian bacon that is supporting this stuff. There's the hardware stack, there's the text tax.
And while the AI agent stuff is really fun and exciting, bit tensor and these other like software elements of the A, I, that vertical are splicing power these things. I think what you're alluding to, I think where this goes, is that as we are building out the back end of these AI agents a, the a agents themselves have the ability to go tap into that back. And without a middle, they can go touch and access those resources as they see fit as they need, uh, which is a little scary and extremely bullish.
Yeah, I mean, it's the process cons of making these agents fully autonomous.
L or your kite would be very upset that we are doing this. This is the educating post of .
what he wants yeah but if historical trans have shown anything, we're probably going .
to do IT either way. We do that either way. We're not going to yeah I don't have the skills to save the world from super cent A I so I just podcast about IT along the way.
Yes, let's just go with the vibes.
Prime intellect. I have some context here. Vincent, uh, is the guy behind prime intellect. He was like a part of the zz alu crew, deeply tapped into the central science, deeply tapped into A I kind of a connector of just a bunch of different parts of, like these frontier technology worlds.
Also, just like great guy, I can just kind of divulge for him as an individual. Before I really met him, I he ran into me, ever ran into him. And east at dev con, a bogut.
A, A and I was just exhausted, and this guy was like, yeah, in my ear off about desire, about how bowl shh this. D I is like, a full year and a half before defeat, design blew up. And A I and I didn't really peace together who this individual was.
And then he's and then this guy is like leading the AI track at ziz alu. He's like his to founder prime intellect. He's like, knows everyone in this space.
He he's introduce us to image mosque and how we got image moscow on the eisenhower. Yeah, definitely. like. A mover and shaker in the back end a lot .
of this stuff yeah I mean, I mean, I i've never met him personally, but his his work speaks IT of him. And the prime mini team has absolutely forced a new path which literally didn't exist at the start of this year. Everyone researchers, both with encysted and outside of cypher and traditional A I didn't think any of this was possible because there was no part forward. And here we have like complete breakthrough. So yeah, Vincent and the .
team chat out chats. Yes, I think this kind of covers the weekly news of the past week and give us predictions about what you think happens this week. What are you paying attention to? What are you looking at? Ah what do you what do you pug in into?
I mean, there are some kind of crazy things going on, David. So let's maybe you spend the last couple of minutes talking about some the unique agents and agent models that i'm seeing popping up and uh, kind of like run through what this might mean for the space going forward because califano. But I have some thoughts and and let's discuss.
So the first is this agent call vada A V A D E R and basically like ade, although in a recent announcement when they moving away from the law because uh of potential I P content down the road, professional team, you definite mean them selves, it's the right account. Let me look, yes, that's the right account and that's the new logo. As you can see, dot vata is no more featured on this.
But the point around data is it's a mixture of like an influencer research agent in the sense that you know IT gives you a breakdown of you know who the elude A I agent coins are market caps at ta. But one thing is experimenting with recently, which I think is super cool, is this idea of a decently ized ad model. And I don't understand IT too deeply, but at a high level, essentially any team or individual that can become the majority donate or to its door, to its wallet to say, for example, David, you had a company and IT primarily walked off of David coin.
Or in this a context vada A I receive ten thousand dollars worth of N R N right m airdrop. So if he becomes the majority holding in that agents wallet, either by, uh, it's definitely by USD value, then you basically get the chance to have a sponsored post or a sponsored a shell. If I were from veto ai, and this is pretty unique because prior to this, you have on your lying on centralized, do you feed your request to the right outputs you need to pay for slots attack. And now we kind of see that middle and get cut out by directly interacting with these agents.
And there's no contracts being made here. There's A A token being sent to a different address and then the alignment behind what payment was just sent. And now this a vaar AI ah is like aligned and that's the reason why they are doing promotion. Yeah is that kind of the idea here?
Pretty much in and and basically the markets always accurate, right? They're always very honest um and there's nothing more honest than the U S D value domination of your token or the amount that you put in. So I think we'll start to see an interesting uh, game fiction loop pair where we see brands that are particularly strong. Either you send vada or auditories of this add model agent um its own tokens to try and get a newer users to onboard onto their platform or their product. Or we might see a non crypto native brands or teams which are looking to tap into a different audience potentially that's script audience to launch their own token and get involved in some kind of an add network like this to be able to advertise a much more meaningful way to the specific use audience that they are going for.
IT seems a little bit like a win me coin. Teams would send a share of their meme coins and hopes that he would just like somehow like legitimize IT, but that this is a bit more explicit, but also like, what's my as a human, what's my incentive to follow this battery? I ago, if I know it's also kind of just like a proxy shill account for whoever pays the money. Like why I that's I do I follow this ad account because why?
What for me? What mean like do you score instagram me and you sometimes see sponsored s and you just maybe look at IT or glass IT and then continue calling onwards. I think that's going to be the same thing.
So to be clear, va AI isn't specifically and solely building out a decentralized at network model. It's doing other things. Special goal is to become decentralized black rock, which a godness what that means. But IT IT puts out very entertaining tweet and perhaps shares a lot of investment alpha, which I think is the whole point. It's gonna become more and more um uh it's going to become Better at uh aggregating attention through its alpha and through its fix utility, which is like investment advice, for .
example, is a product tizer revenue force me product that's correct. So I will make a make ten post that are helpful and useful and insightful and that I would desire to consume as a twitter consumer. And then the elements is like an ad.
That's right. That's how understand that. cool.
I do notice here at the bottom of this one post about this project, there are two wallet ones. It's A A wallet once an evm wallet. Yeah I just don't think these are agents are gonna are about what I tried. They belong to and there is going to exist on both yep.
exactly. They want to tap into the maximum amount of audience members that they can and whether you exist on eth salona or the fifth l two or some other chain, that's fine.
But I guess that doesn't matter where like A A I has a token, right?
Yeah that's right.
Is because you do have to declare home base with wherever your tokens issue, right? That is the competition between these trains.
correct? correct. And so liquidity is gonna. Super import, I assume, will probably see some kind of exchange aggregators give you the ability to purchase the token novo from whatever wallet you're in.
yeah. So let's find out where vata is. Vata is on base. Vata is on base.
Yes, how do you feel about the wars of the salon? Diverse is base war is? Is IT still just these two players is its long universe basis. There are anyone .
else to enter the i'm going give you some Frank thoughts. I don't have all the answers, but I have some observations and I am still turn a noodle and figure all of this out yeah um the two ecosystems are battling this out a base and solon's. Um we don't yet or that I haven't yet seen any specific alone es or alternative chains that are owning its own agented economy that is you know being proferred on cypher to within the gypt world.
I I don't see that. yes. So it's it's based for us as so on if you want to, to pick IT up that way. Now initially, most of the activity and most most importantly, volume has been seen on salona. We actually mentioned this on our first episode, David, when we spoke about the gold stuff.
So salon is kind of like the one which aggregates a lot of the um maybe I I didn't how to describe IT, but like um that raw crapo native energy where the experimenting with something new, it's kind of similar to the vibe of theoria ico s back in twenty sixteen, twenty seventeen or nf or five. There was that real like hungry culture to figure out what this new exciting metal means on the base side of things, IT was more of a slow and gradual approach, uh, or not. But now we're started to see an explosion of these agents being built up.
The mind share on kato is, you know um n ignorable um you can kind of like uh ignore what's going on from agents interactions, from follow account growing exponentially, from the ability of what these agents can do. It's just becoming Better and Better and Better. And so I think it'll be a few weeks or maybe a few months before we really see how these two week systems play out.
That being said, let's let's talk about like kind of like the elephant in the room, right, which is we've seen A I X P T which is basically virtual um leading or top market cap agent right now. I'm gonna, I think fifty thousand followers on twitter and basically take over mancha of any agent over the last week and half or two weeks. So in that context, i'm curious why its total market cap is still only just over two hundred million when you kind of compare that to other agents, which were the top of minch back in the day but maybe less so right now, which are still holding around you know four hundred million up to over a billion um in market cap. It's super interesting to see and I wonder if that will kind of change going down the road.
Yeah because we we're getting into like market structure conversations right there. So a has captured the hot ball of money and base has like A A little hot ball of money. There's something there but like random meme coins can like fired out a twenty to fifty million dollar market cap on salona just because that's where the liquidity is.
And when there is liquidity present somewhere, there's a premium associated with tokens that have any amount of life on salona and base just doesn't have that same hot ball of money. So you couldn't interpret this two ways is like barish base because it's just harder to get things to pump on base because IT doesn't have that hot ball of money. Or you could say like, well, is bullish because what if that hot ball of money migrates to base? All of these tokens are just under valued simply because base doesn't have the liquidity premium that sona has.
Yeah yeah. I I also think that um i'm saying a lot of the virtual agents also trying natively integrate uh directly with forecasts, which is you know the alternative social media platform, which I think is awesome, right? Because if you're building agents that can primarily uh interact and engage on chain um then using an on chain social media platform where you can natively integrate is a natural fit.
The concern that I have here is um IT also kind of silos, the audience that you can interact with um most of crypto twitter underived ly on twitter, it's on acts and a lot of untapped non crypto native audience that you might want to expand into also exist on x and other uh social media platform. So I I am wonder like how these agents might kind of bridge that gap between just being forecasts and native and having all these cool on chain interactions. Vers being able to do, uh, so tap into A A much larger audience on these other social media.
So addition to the base for ilona wars, there's also the forecast twitter wars and the same thing we're like, maybe base has Better fundamentals because coin base stresses has really leaned into growing the AI agent ecosystem there. And so they have maybe Better infrastructure. That's just a take, maybe not accurate, but it's a take. But you can see that same taken forecasting versus twitter, where forecasts is much more in trying infrastructure that's Better for AI agents because you haven't entrant wall IT in your AI agent account in forecasters being built for a being more AI agent native than twitter is. Twitter has a bot problem.
And actually I noticed in this last week know some new points for the twitter column is that they actually started to build out it's like automated bot label for certain council that knows our boat, which means that like twitter aware of this phone enon and is starting to label bots IT likes versus bots that IT doesn't like really know there's like the fishing bots verses. This is a real AI agent and so kind of in the same way that we are trying to differentiate between like like me v and A I agents. Both are bots once smart ones not uh there's like fully sentient A I agent which are like have an identity, have like some sembLance of a soul to them first, just like this bound fishing accounts. And so you can see even in the one of the tweet that we were showing with the a sixteen, a shah put out a message and disco saying like, oh ah we actually just met with the X T. About figuring out ways to move forward, about having A I agents as like first a class citizens shoulder to shelter with humans on twitter so you can see twitter is aware of what's going on here yeah.
I actually think elon is much fun involved than we then we give him credit but he's just not publicly um kind of verbal about that. One point I want to mentioned around the whole boat and agent thing is, uh, it's a very it's a common conversation and critique I see is like on dangerous bots, there's just a simple difference between them. Botts are hard coded to do a specific .
thing like determining .
correct agents are non deterministic. It's probably actually that's the nature of ai. You can ask ChatGPT the same question twice and you'll get two different answers, different variations, right? So that's the difference.
And these agents also iterate, vely, adapt and have context, and can learn what who you are, an individual, and what kind of a request means from coming from you. This is another person. So very important, once cool each as as .
we give this episode cloth thank you listeners for mistake, I think these episodes are very fun. I'm having a ton of fun and learning quite a lot ah so thank you each other for being in the trenches and reading a lot of information to us. Uh give listeners some homework.
What should they do over next seven days before we record our next episode? What should they go do? Where should they go research? What should they read?
Um I think you could start off by following some of these agents and i'm not saying follow all the agents that we've mentioned uh on this episode, but go give A I X B T uh a follow or review its tweet and see if one of them can engage you. Go check out bully, go check out zero zero, go check out, go and see whether you can relate to any of the tweet that they are making.
That step one, I think in terms of like dog footing you on this whole AI agent meter, trying to have fun with IT. Secondly, I would say if you're interested in getting involved in the space and maybe kind of playing around with some of these tokens, check out the virtual ecosystem. Check out the cool agents that are launching off of A I sixteen z um there are plenty of different agents to suit different types of personalities and tastes and preferences, so play around with some of them.
I always say this about cyp to um if you don't have a stake in crypto, you're never gna care enough about IT. You're never gonna give an accurate a opinion about how all of these these things work. It's very important to have some kind of mistake and now you have an ability to do that. So those will be the two bit of advice I give.
I'll also say give ejaz a follow he is tweet about these things. That's my homework to you will put e jays twitter in the show notes and so you guys can follow him. There will also, we'll get A Q arth code on screen for people who are lazy.
So there be a floating around the screen right now, a bank less nation. You guys know the deal. Crypto is risky, cyp to AI, maybe even risk.
Here you can lose what you put in. We might end up destroying the earth, but we're going to podcast about IT all the way there. We are headed west. This is the first years not for everyone, but we are glad you are with us on the bengal's journey. Thanks a lot.