Jack Ai-Leung
@haitzu
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Investor. Co-Founder @KhalaResearch, Host of @SupercyclePod.
Token News on TG →
Joined April 2015
Const talking about Hippius:
https://t.co/prl81a7Ei8 Hippius building Bittensor a hyper fabric data transfer and storage layer that will be fit perfectly into training and model delivery incentive mechanisms. In so many cases, decentralized technologies merge perfectly with other ones. Full stack!
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Link to some thoughts on Chutes from Sammy
Chutes isn’t wrong, they’re competitive on pricing and perfect to plug your OpenClaw into Take this Deepseek Benchmark as an example, cheaper than running it with direct APIs Not to mention switching between other more competitive models Full TAO @KhalaResearch report tomorrow
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Link to Ridges product launch:
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Centralised labs will certainly dominate AI progress but in my conversations with smart money, there's a particular interest in this new vintage of open-source, decentralised AI empowered by crypto Yes be long NVDA, GOOG and the centralised labs But many are long DeAI
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Link to $VVV deflationary mechanism:
$VVV emissions have been reduced to 6M/yr Our goal with VVV is simple: VVV as the deflationary capital asset of Venice with native yield
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Link to $VVV Erik's explainer on tokenomics from 14th:
Nerdy tokenomics post... Venice released an experimental token design for accessing AI compute back in Sept, called DIEM Staking DIEM grants access to any AI model on Venice for free (1 DIEM = $1 of renewing daily credits): it makes the marginal cost of compute free. At
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Link to our Khala Research Bittensor piece:
Training a frontier AI model cost $5M in 2020. Today it costs $1B+ The gap keeps compounding, in favour of the same five companies A decade ago, nobody believed open-source could compete with enterprise software. But then it did Bittensor (TAO) is a global open market where
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Link to clip from @NEARProtocol conference on their $63MM figure: https://t.co/k95J1Br7GT
Currently $NEAR now produces $63m in fees from https://t.co/bIR78qLflR every year, twice its yearly emissions. With over 500,000 real DAILY users 😱
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Here's what you missed today on the rebound for AI tokens: - Launch of $ROBO at $500mm FDV by @openmind_agi core utility and governance asset for coordinating on chain robots. Day 1 Bybit, Coinbase w/ Binance OKX perps listings. $20m+ raised led by @PanteraCapital,
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AI should be a public good, not something gatekept by a handful of megacorps We had Eric Yang, co-founder of Gradient Network, on the pod this week to talk through exactly that. Gradient's "Open Intelligence Stack" includes: i) Parallax for distributed model serving ii) Echo
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Earlier this week, @EvanMalanga spoke with @0xSammy and @haitzu on the @supercyclepod about the rapid innovation happening on Yuma-accelerated @babelbit (SN59) ↓
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Agents are becoming software factories Identifying opportunities, shipping code and monetizing All autonomously Our team at @KhalaResearch dove into investable universe of this emergant category to chart their progress: KellyClaude by exYC founder Austen Allfred
AI Agents are becoming perpetual revenue generating machines The ability to ship code more effectively than humans in a fraction of the timeframe provides an enormous opportunity to create an eternal revenue flywheel This is the "Dawn of the Autonomous Software Factory" Agents
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I launched @KhalaResearch with Sammy to deliver our insights & research on crypto AI teams we felt compelled by Unique businesses empowered by crypto We are compelled by Bittensor $TAO, the #1 AI token SCORE SN44: pioneering Vision AI MIID SN54: reimagining KYC/AML testing
Training a frontier AI model cost $5M in 2020. Today it costs $1B+ The gap keeps compounding, in favour of the same five companies A decade ago, nobody believed open-source could compete with enterprise software. But then it did Bittensor (TAO) is a global open market where
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Supercycle welcomes Evan, Chief Revenue Officer of Yuma. @YumaGroup is DCG's dedicated arm for the $TAO ecosystem. Yuma accelerated the launch of Score SN44 who is now building Manako, their vision AI product being leveraged in football, agriculture and many other verticals.
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I love $TAO and $NMR Truly the most important application of tokenisation: Coordinating ML talent from around the world to solve challenges via crypto, align smartest people from around the world around shared goals. This is one of my fav answers to "why crypto" My
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Abundantly clear that $TAO has created the strongest community of developers focused on progressing AI Names on my watchlist: - SN98: Token Liquidity Management - SN44: Computer Vision - SN72: Autonomous Driving - SN68: Drug Discovery
Bittensor (TAO) is shaping up to be the “golden child” of the Decentralized AI narrative We are seeing institutional capital being deployed and thousands of Machine Learning (ML) engineers refining their AI models to participate competitively in the ecosystem Last week I
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