Ejaaz and David reunite to unpack the DeepSeek shockwave: how a mere $6M open-source AI model rattled OpenAI’s dominance, nudged Nvidia’s stock, and sparked a fresh “arms race” in crypto AI. Meanwhile, Trump’s massive AI funding pledge and Solana’s record DEX volumes signal that the space might be heading for its biggest bull run yet.
On the builder side, ARC’s rust-based agents partner with the Solana Foundation, AI16Z launches a $10M fund, and Virtuals teases multi-chain expansions that could redefine how agent tokens earn revenue. Between China’s fast breakthroughs and America’s big AI bets, the race to integrate AI and crypto has never been hotter. Buckle up, anon.
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------ TIMESTAMPS & RESOURCES
0:00 China & DeepSeek
12:43 Why Markets Rattled https://en.wikipedia.org/wiki/Jevons_paradox)
24:32 OpenAI & Perplexity Agent Products https://x.com/OpenAI/status/1882509286439637448) https://x.com/perplexity_ai/status/1882466239123255686) https://x.com/sama/status/1884066337103962416)
34:12 AI Agent Chain Wars
39:42 Virtuals is expanding to SOLANA! https://x.com/virtuals_io/status/1883107553183162507) https://x.com/state_of_mika/status/1883107601183048078) https://x.com/vaderresearch/status/1883597990830731678) https://www.lookonchain.com/articles/1035)
53:01 AIXBT is becoming a product https://x.com/aixbt_terminal/status/1882755705586982969)
56:01 VeniceAI launches a token that pays for your agent’s expenses https://x.com/askvenice/status/1883925135825990091) https://x.com/iampaulgrewal/status/1884051994324947001)
1:03:13 Griffain now has a Shopify integration for their agents https://x.com/griffaindotcom/status/1883230795764322328)
1:05:22 ARC partnered with Solana https://x.com/arcdotfun/status/1884325639047819476)
1:06:36 Ai16z $10M x Jupiter Fund & Rebrand? https://x.com/shawmakesmagic/status/1883124194013319340) https://x.com/shawmakesmagic/status/1884376511391674742)
1:08:45 What is Ejaaz paying attention to?
1:10:02 Closing & Disclaimers
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