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cryptopunk7213
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So you’re telling me we’re going to fair launch ™️ a bunch of vibe-coded, single founder startups with 8-fig ARR until we force SEC to recognise tokens as equity?
Ship it.
#SEC
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So you’re telling me we’re going to fair launch ™️ a bunch of vibe-coded, single founder startups with 8-fig ARR* until we force SEC to recognise tokens as equity? Ship it. *estimates based on 1-hour trading fees
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Let me get this straight, Stablecoins are the way to capture the AI moat? Tether launching their own AI Agent network aka they're going to make USDT *the currency* agents use. Stripe launched stablecoin bank accounts aka they're *also* gunning for AI currency moat (they already have the agent SDK live) ...but then Meta hinted they're launching a stablecoin because they have one of the largest consumer distributions (WhatsApp) Robinhood launching tokenized stocks while already allowing people to buy via stablecoins via their in-app bank account. Visa, Mastercard, Coinbase launched their own agent payment rails this basically means it's about to become incredibly easy for people, agents & companies to transact amongst each other. current world: text agents tomorrows: agents that facilitate X% of economic activity.
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Bitcoin at $98K. Trump announcing 1st trade deal tmrw. Everyone pouring their lives into chatGPT. OpenAI dropping $3BN on coding agent. Visa giving agents credit cards. 30% of Google’s code is now AI generated 8-fig ARR start-ups run by 1 person vibe-coding (many such cases) Web3 teams pioneering distributed training research but please keep telling me how this sector is cooked
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We're basically now in an AI Coding Agent arms race. OpenAI just dropped $3BN on Windsurf, Cursor raising $900M & Apple partnering with Anthropic to build their own. they're all trying to platform the future zuckerburgs, musks imagine owning the toolkit for building multi-trillion $ companies. Personally think this provides a huge opportunity for an open source competitor. One which makes it stupidly simple to: - create + deploy smart contracts - hookup any AI model & post-train it via RL gyms. - inference any cloud or compute provider - own & monetize your data. the good news? this is already being built by difference web3 players. @virtuals_io @arcdotfun leveraging ACP & MCP to allow builders to make any kind of app. @hyperbolic_labs lets you inference 99% of models, @NousResearch just launched a bunch of open source RL environments that you can use to train your agent. @vana lets you own your data & have it used to train models (and be paid from that). @PluralisHQ working on allowing you to own the model you train. open source web3 is the only industry that can compete here imo slowly but surely.
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