RT s4mmy (@S4mmyEth)Payments (Neo Banks/Stables) + Agents + Robotics = Neo FinanceTele-operated robots stole the spotlight this week as 1X opened pre-orders for its humanoid helpers; reigniting the debate on just how close we are to the Physical AI breakthroughBenefits will spill into DeAI, so here's an update for the past week:- @coinbase publishes its Q3 earnings report, mentioning Agentic Commerce and payments (in light of x402 returning to focus). This may seem trivial to most but for a listed entity to ...

RT s4mmy (@S4mmyEth)Payments (Neo Banks/Stables) + Agents + Robotics = Neo FinanceTele-operated robots stole the spotlight this week as 1X opened pre-orders for its humanoid helpers; reigniting the debate on just how close we are to the Physical AI breakthroughBenefits will spill into DeAI, so here's an update for the past week:- @coinbase publishes its Q3 earnings report, mentioning Agentic Commerce and payments (in light of x402 returning to focus). This may seem trivial to most but for a listed entity to ...

Neo Finance & AI Convergence - The report highlights the convergence of payments (Neo Banks/Stables), agents, and robotics, terming it "Neo Finance" [1] - The industry observes the potential spillover benefits from physical AI breakthroughs into Decentralized AI (DeAI) [1] Company Announcements & Developments - Coinbase's Q3 earnings report mentions Agentic Commerce and payments, signaling a directional trend for global payments [1] - Allora Network unveils its Allora Prime program with 33% of ALLO supply allocated over 9 months, rewarding stakers and prior participants, and releases its technical roadmap with focus on 'Phase 5' (Robotics) [1] - GoKiteAI reveals its $KITE tokenomics with 48% allocated to eco and community, totaling 10 billion tokens, and is featured on Binance Alpha [1] - SemanticLayer announces a Series A funding round led by Greenfield Capital, raising a total of $5 million to advance AI autonomy onchain [1] - Almanac reports $1 million in yield paid out from its AI swarm of agents, leading in Assets Under Agent (AUA) with over $150 million and 15% yields on its alUSD vaults [2] AI & Crypto Integration - Surf Copilot introduces "Evil mode" for AI crypto research models [2] - Virtuals partners with Infinit Labs to scale agentic DeFi, highlighting the potential for Base airdrop and AI potential with x402 [2] - Treasure DAO launches "AI Frens" on Base, enabling AI to become a virtual creator and earn onchain [3] - Velvet Capital partners with FalconStable and Olaxbt for AI-driven vault management on BNB using x402 for micro-transactions [3] - Pieverse brings x402 to BNB Chain, enabling micropayments by agents [3] Technological Advancements - Extropic AI reveals a thermodynamic computer that is 10,000x more energy efficient, impacting AI training possibilities [2] - Kaiko launches its ARCTERMINAL, an "autonomous reasoning computer" with an EQ-powered agent [2]

RT s4mmy (@S4mmyEth)Payments (Neo Banks/Stables) + Agents + Robotics = Neo FinanceTele-operated robots stole the spotlight this week as 1X opened pre-orders for its humanoid helpers; reigniting the debate on just how close we are to the Physical AI breakthroughBenefits will spill into DeAI, so here's an update for the past week:- @coinbase publishes its Q3 earnings report, mentioning Agentic Commerce and payments (in light of x402 returning to focus). This may seem trivial to most but for a listed entity to ...

Core Insights - Cadence Design Systems (CDNS) reported better-than-expected third-quarter 2025 results, exceeding management's guidance [1] Financial Performance - Non-GAAP earnings per share (EPS) of $1.93 beat the Zacks Consensus Estimate by 7.8% and increased 17.7% year over year [2] - Revenues of $1.339 billion surpassed the Zacks Consensus Estimate by 0.9% and increased 10.2% year over year [2] - Guidance for EPS is set between $1.75 and $1.81 on revenues of $1.305 to $1.335 billion [2] Revenue Breakdown - Product & Maintenance revenues, accounting for 90.2% of total revenues, reached $1.208 billion, rising 9.8% year over year [3] - Services revenues, making up 9.8%, totaled $131 million, increasing 13.9% year over year [3] - Backlog increased, driven by demand in AI, high-performance computing (HPC), and automotive sectors [3] Backlog and Demand - Record backlog of $7 billion at the end of the third quarter, indicating strong customer demand and visibility into 2026 [4] - Current remaining performance obligations were $3.5 billion at quarter-end [4] Industry Trends - AI is significantly transforming semiconductor and system design, with robust design activity in data centers and automotive sectors [5] - Increased R&D budgets in AI-driven automation are benefiting Cadence's solutions, particularly its AI portfolio [6] Strategic Partnerships - Strengthened partnerships with Samsung, TSMC, and OpenAI, with OpenAI utilizing the Palladium emulation platform [7] Future Outlook - Management expects 2025 backlog to reach a new high, supported by multiyear recurring arrangements [8] - Full-year revenue outlook for 2025 raised to $5.262-$5.292 billion, indicating a growth of 13.5% from the previous year [9] - Non-GAAP EPS for 2025 is projected between $7.02 and $7.08, reflecting a rise of 17.8% from the prior year [10]

RT s4mmy (@S4mmyEth)Payments (Neo Banks/Stables) + Agents + Robotics = Neo FinanceTele-operated robots stole the spotlight this week as 1X opened pre-orders for its humanoid helpers; reigniting the debate on just how close we are to the Physical AI breakthroughBenefits will spill into DeAI, so here's an update for the past week:- @coinbase publishes its Q3 earnings report, mentioning Agentic Commerce and payments (in light of x402 returning to focus). This may seem trivial to most but for a listed entity to ...

RT s4mmy (@S4mmyEth)Payments (Neo Banks/Stables) + Agents + Robotics = Neo FinanceTele-operated robots stole the spotlight this week as 1X opened pre-orders for its humanoid helpers; reigniting the debate on just how close we are to the Physical AI breakthroughBenefits will spill into DeAI, so here's an update for the past week:- @coinbase publishes its Q3 earnings report, mentioning Agentic Commerce and payments (in light of x402 returning to focus). This may seem trivial to most but for a listed entity to ...

RT s4mmy (@S4mmyEth)Payments (Neo Banks/Stables) + Agents + Robotics = Neo FinanceTele-operated robots stole the spotlight this week as 1X opened pre-orders for its humanoid helpers; reigniting the debate on just how close we are to the Physical AI breakthroughBenefits will spill into DeAI, so here's an update for the past week:- @coinbase publishes its Q3 earnings report, mentioning Agentic Commerce and payments (in light of x402 returning to focus). This may seem trivial to most but for a listed entity to ...

Payments (Neo Banks/Stables) + Agents + Robotics = Neo FinanceTele-operated robots stole the spotlight this week as 1X opened pre-orders for its humanoid helpers; reigniting the debate on just how close we are to the Physical AI breakthroughBenefits will spill into DeAI, so here's an update for the past week:- @coinbase publishes its Q3 earnings report, mentioning Agentic Commerce and payments (in light of x402 returning to focus). This may seem trivial to most but for a listed entity to publicly comment on ...

Core Insights - Hyundai Motor Group and NVIDIA are enhancing their collaboration to innovate in autonomous vehicles, smart factories, and robotics through a new AI factory powered by NVIDIA Blackwell AI infrastructure [1][5] - The partnership aims to develop AI capabilities for mobility solutions and next-generation smart factories, with a significant investment of approximately $3 billion to advance Korea's physical AI landscape [2][3] Investment and Infrastructure - The collaboration will utilize 50,000 NVIDIA Blackwell GPUs for integrated AI model training, validation, and deployment [2] - Hyundai Motor Group is establishing a Physical AI Application Center and NVIDIA AI Technology Center, along with physical AI data centers in Korea [3][6] Government Collaboration - A Memorandum of Understanding was signed between the Ministry of Science and ICT of Korea, Hyundai Motor Group, and NVIDIA to formalize this collaboration [3] - The initiative supports the Korean government's goal to build a national physical AI cluster, fostering a vibrant innovation ecosystem [4][6] Technological Advancements - Hyundai Motor Group will leverage NVIDIA Omniverse and Cosmos for developing digital twins of car factories and regional driving environments [6][11] - The use of NVIDIA DRIVE AGX Thor is expected to enhance advanced driver assistance systems and in-vehicle intelligence [13][15] Future Vision - The collaboration aims to create a robust AI ecosystem in Korea, positioning the country as a leader in AI and manufacturing innovation [5][4] - The integration of AI technologies is anticipated to revolutionize the automotive industry, enhancing vehicle design, manufacturing, and autonomous driving capabilities [5][12]