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s4mmyยท 2025-09-15 20:11
AI Infrastructure & Market Opportunity - Aethir is positioned as an AI infrastructure cash cow, similar to Pump but in the AI sector [1] - Aethir operates as a decentralized cloud platform, providing enterprise-grade GPU-as-a-Service [1] - NVIDIA H100/200 chips are identified as a key bottleneck for AI training, highlighting Aethir's potential role in addressing this constraint [1] Aethir's Business Model - Aethir's business model is based on delivering enterprise-grade GPU-as-a-Service [1] - The company's valuation is implied to be attractive, with a comparison to Pump at 13x revenue [1]
X @s4mmy
s4mmyยท 2025-09-15 19:26
This is huge news!Ethereum is doubling down on AI to make ETH the settlement and coordination layer for AI and the machine economy.Theyโre also hiring for this new dAI division.Combining two of the most disruptive technologies will have an insane value accrual mechanism! https://t.co/KN2PwPIICbDavide Crapis (@DavideCrapis):Weโre starting a new AI Team at the Ethereum Foundation (the dAI Team).Our mission: make Ethereum the preferred settlement and coordination layer for AIs and the machine economy.The team ...
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s4mmyยท 2025-09-15 16:20
Make it rain, and coin it:Base (@base):Base is beginning to explore a network tokenWeโre in the early phases of exploration, and donโt have any specifics to share around timing, design, or governance. Weโre committed to bringing the community along with us, and building in the open. https://t.co/KUKzrfjzXT ...
X @s4mmy
s4mmyยท 2025-09-15 15:49
Find this useful? Give it a like & share with friendsWant more? I produce a FREE weekly newsletter on Tuesdays; link in bioDisclaimer: I hold investments & have existing partnerships with some of the Agents/protocols mentioned abovehttps://t.co/MdbljS5vvus4mmy (@S4mmyEth):Meta just revealed a 25x faster method of training AI using Reinforcement Learning (RL)AI and Robotics will continue to gain traction as models evolveHere's the roundup for the DeAI/DePAI segment this week๐งต(1/9) https://t.co/nICwXpLNNB ...
X @s4mmy
s4mmyยท 2025-09-15 15:47
Giza hits $20m AUM, launches Pulse and Swarm intelligenceYou can now automate Pendle Yield strategies on top of stablecoin90% of the activity on the internet will be agentic by 2026/9https://t.co/RlUSuFWf34Giza (@gizatechxyz):โฆ ๐๐ข๐ณ๐ ๐ฃ๐ฎ๐ฌ๐ญ ๐ก๐ข๐ญ $๐๐,๐๐๐,๐๐๐ ๐ข๐ง ๐๐ฌ๐ฌ๐๐ญ๐ฌ ๐๐ง๐๐๐ซ ๐๐ ๐๐ง๐ญ โฆFrom ARMA's stablecoin optimization to Pulse's automated PT strategies, our agents maximize your returns while you focus on what matters.Onwards and upwards โคด๏ธ https://t.co/7FUHh0bDlj ...
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s4mmyยท 2025-09-15 15:27
RT s4mmy (@S4mmyEth)To be clear I still think we are early to the Robotics trade.If youโve seen how badly some of them move, itโs borderline laughable.However, as AI improves so will their co-ordination and functionality.Once we have robots doing chores in homes at competitive price points there will be a surge in retail interest.We arenโt far off; you can pick up a โhalf decentโ humanoid robot for $10k. Still too expensive for your everyday household, but not eye watering.What does this mean for Decentrali ...