Robotics & AI Market Overview - The robotics industry is still in its early stages, with current robot performance considered subpar [1] - AI advancements are expected to improve robot coordination and functionality [1] - A surge in retail interest is anticipated once robots become affordable for household chores [1] - "Half decent" humanoid robots are currently priced around $10,000, considered expensive for everyday households [1] Decentralized Physical AI (DePAI) & Crypto - Speculative vaporware in the DePAI space is expected to drive an AI cycle, potentially larger than Q1 [2] - Focus should be on DePAI projects with real revenues and product-market fit outside of crypto [2] - Projects like Aethir ($160 million ARR), Peaq, and USDai are worth monitoring [3] - Crypto vehicles offer access to private rounds of traditional robotics companies like Apptronik and Figure [3] Future Outlook - An AI/DeAI/DePAI supercycle is anticipated within the next 12 months, possibly sooner with favorable macro conditions [4]

Market Trend - Robotics & Physical AI is expected to experience parabolic growth [1] - The total Market Cap is trading at 1% of DeAI [1] Investment Opportunity - Several protocols have achieved 80% ROI this week [1] Call for Action - An in-depth ecosystem analysis may be valuable [1]

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]

AI & Blockchain Integration - Ethereum is positioning itself as the settlement and coordination layer for AI and the machine economy [1] - The Ethereum Foundation is establishing a new AI Team (dAI Team) [1] - The dAI Team's mission is to make Ethereum the preferred platform for AIs and the machine economy [1] Focus Areas - The dAI Team will focus on the AI Economy on Ethereum, providing AI agents and robots with ways to interact [2]

AI Development - Meta unveiled a 25x faster method for training AI using Reinforcement Learning (RL) [1] - AI and Robotics are expected to gain traction as models evolve [1] Industry Trends - The DeAI/DePAI segment is gaining momentum [1]

Allegedly taking the snapshot* https://t.co/23NxvW8Yjm ...

Make it rain, and coin it:Base (@base):Base is beginning to explore a network tokenWe’re in the early phases of exploration, and don’t have any specifics to share around timing, design, or governance. We’re committed to bringing the community along with us, and building in the open. https://t.co/KUKzrfjzXT ...

They’re taking the snapshot for the $BASE airdrop! https://t.co/1qMd5poqRw ...

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 week🧵(1/9) https://t.co/nICwXpLNNB ...

Company Achievements - Giza's Assets Under Management (AUM) reached $20 million [1] - Giza launched Pulse and Swarm intelligence for automated yield strategies [1] Technological Advancements - Giza offers automated Pendle Yield strategies on stablecoins [1] - Giza's agents maximize returns through stablecoin optimization and automated PT strategies [1] - Industry anticipates that 90% of internet activity will be agentic by 2026 [1]