Core Viewpoint - SoftBank's Vision Fund is set to lay off nearly 20% of its workforce, marking the largest layoffs in venture capital history, as it shifts its investment focus towards artificial intelligence [1][2]. Group 1: Layoff Details - The Vision Fund, established in 2017, has a current scale of $157.3 billion, including its first and second funds and a Latin America fund [3]. - The fund peaked at 474 employees in March 2020 but has since reduced its workforce to over 300, with the latest layoffs occurring despite strong financial performance [3]. - In Q1 of FY2025-2026, the fund reported net revenue of 1.82 trillion yen, a 7% year-on-year increase, and a net profit of 421.82 billion yen, reversing previous losses [3]. Group 2: Strategic Shift to AI - The layoffs and shift towards AI investments indicate a move away from a previously diversified investment strategy to a more concentrated approach focused on high-risk, high-reward opportunities [5]. - SoftBank has been intensively investing in capital-intensive AI projects, including a $9.7 billion investment in OpenAI and acquisitions of top AI chip companies [6][7]. - CEO Masayoshi Son emphasized the importance of achieving Artificial Super Intelligence (ASI) and outlined four key areas of focus: AI chips, AI robots, AI data centers, and energy [6]. Group 3: Financial Position and Future Plans - SoftBank's substantial cash reserves, amounting to 4 trillion yen (approximately $27 billion), provide a strong foundation for aggressive investments in AI [7]. - The company has recently liquidated $4.8 billion from selling shares in T-Mobile to enhance liquidity for future investments [7]. - Despite the ambitious ASI strategy, progress on the U.S. Stargate project with OpenAI has been slower than expected, indicating potential challenges ahead [7].

RT s4mmy (@S4mmyEth)Nansen 7-day net inflows are coming in strong for AI coins containing real use cases.Looking at the top four in order of ROI this week:i) SERV @openservai- Leading performer: up 57.22% this week with $868K in buys.- $34.3M market cap, $1.59M liquidity.Openserv recently teased its agentic applications (aApps) with the intention of creating a revenue first ecosystem.Their Berlin hackathon saw 8 viable aApps developed in a single day. Other developments include:- Browser Use: SERV SDK agent ...

RT s4mmy (@S4mmyEth)Nansen 7-day net inflows are coming in strong for AI coins containing real use cases.Looking at the top four in order of ROI this week:i) SERV @openservai- Leading performer: up 57.22% this week with $868K in buys.- $34.3M market cap, $1.59M liquidity.Openserv recently teased its agentic applications (aApps) with the intention of creating a revenue first ecosystem.Their Berlin hackathon saw 8 viable aApps developed in a single day. Other developments include:- Browser Use: SERV SDK agent ...

Market Trends & Investment Opportunities - Nansen 数据显示，具有实际用例的 AI 代币在 7 天内净流入强劲 [1] - SERV (Openservai) 本周 ROI 领先，上涨 5722%，买入额达 868000 美元 [1] - GAME (Virtuals) 上涨 4716%，7 天内净流入 708660 美元 [4] - REI (ReiNetwork0x) 上涨 4188%，7 天内 DEX 净流入 808660 美元 [5] - FET (Fetch_ai) 本周上涨 1531%，净流入 136040 美元 [6] Company Developments & Technologies - Openserv 正在开发 agentic applications (aApps)，旨在创建一个 revenue first 生态系统 [1] - Virtuals 的 GAME SDK 备受关注，Agent Commerce Protocol (ACP) 预计即将推出 [2] - REI 的 "Bowtie" 架构的双内存系统反映了认知科学的进步，灵感来自 2025 年初发布的人脑研究 [3] - Fetch_ai 是 Artificial Super Intelligence (ASI) 的核心组成部分，ASI 是 Fetch AI、SingularityNET 和 Ocean Protocol 于 2024 年合并而成的去中心化 AI 集体 [6] - Fetch_ai 宣布 5000 万美元的代币回购计划，以支持 ASI:One 的推出 [6]

Market Performance of AI Coins - Nansen data indicates strong 7-day net inflows into AI coins with real use cases [1] - SERV (Openservai) is the leading performer, up 5722% this week with $868 thousand in buys [1] - GAME (GAME_Virtuals) is up 4716% over 7 days with $70866 thousand in net inflows [2] - REI (ReiNetwork0x) is up 4188% over 7 days with $80866 thousand in net DEX inflows [3] - FET (Fetch_ai) is up 1531% this week with $13604 thousand in net inflows [4] AI Ecosystem and Developments - Openserv is teasing its agentic applications (aApps) with the intention of creating a revenue-first ecosystem [1] - Virtual's tech stack, the GAME SDK, is gaining attention with the Agent Commerce Protocol (ACP) expected to land imminently [2] - REI is highlighted as an OG research agent infrastructure, innovating with its "Bowtie" architecture [3][4] - Fetch_ai is a core component of the Artificial Super Intelligence (ASI), aiming to advance AI beyond human cognitive abilities [5][6] Market Capitalization and Liquidity - SERV has a $343 million market cap and $159 million liquidity [1] - GAME has a $606 million market cap and $552 million liquidity [2] - REI has a $1136 million market cap and $319 million liquidity [3] - FET has a $180 billion market cap and $502 million liquidity [5]

Core Viewpoint - The emergence of artificial general intelligence (AGI) is anticipated within the next five to ten years, according to Demis Hassabis, CEO of Google DeepMind, who emphasizes that current AI systems are still limited in their capabilities [2][3]. Group 1: Predictions on AGI Timeline - Demis Hassabis predicts that AGI will start to emerge in the next five to ten years, highlighting the need for further research to enhance AI capabilities [2][3]. - Other industry leaders have varying predictions, with Baidu's CEO Robin Li suggesting AGI is "more than 10 years away," contrasting with more optimistic views from others like Dario Amodei of Anthropic, who sees advancements in "the next two or three years" [4][5]. - Cisco's Chief Product Officer Jeetu Patel believes AGI could be evident as soon as 2025, indicating a more immediate timeline compared to Hassabis [6][7]. Group 2: Challenges in Achieving AGI - Hassabis identifies the primary challenge in achieving AGI as the need for AI systems to understand real-world context, which is more complex than performing tasks in controlled environments like games [8][9]. - The development of "multi-agent" AI systems is gaining traction, which could facilitate better communication and cooperation among AI agents, a necessary step towards achieving AGI [10][12]. - DeepMind's work on AI agents in games like "Starcraft" illustrates the progress being made in developing agent-based systems that can compete and cooperate, which is essential for real-world applications [11].