AI ROLLUP #11: $97B Elon OpenAI Rumor | AI Crypto Rebound? | Virtuals on Solana | ARC Launchpad
Bankless
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4.8 • 1.1K Ratings
🗓️ 13 February 2025
⏱️ 70 minutes
🧾️ Download transcript
Summary
Ejaaz and David reunite to dissect the AI Crypto sector’s rebound from a 70% crash, fueled by Elon’s rumored $97B OpenAI bid and the relentless rise of open-source devs being heads down. They explore how tokens might be the most accessible path to AI exposure, why ARC’s curated launchpad could elevate agent quality, and what Virtuals’ move onto Solana means for cross-chain expansion. Meanwhile, X (Twitter) embraces a new wave of AI agents, and AI16z reorganizes to stay competitive. Is this the turning point for AI and crypto—or just another plateau? Tune in to find out, anon.
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TIMESTAMPS & RESOURCES
0:00 Intro
1:17 Crypto x AI Exposure Strategy
10:56 Elon’s $97B OpenAI Bid
13:14 Crypto x AI Mindshare & Markets
https://www.cookie.fun/
https://x.com/S4mmyEth/status/1889675738099376149
https://x.com/dv_memetics/status/1888956005515477372
https://x.com/0xelonmoney/status/1889743777088360909
22:48 Andrej Karpathy
https://x.com/karpathy
https://x.com/hyperbolic_labs/status/1887229114769359013
22:58 Replit comes out with a mobile app
https://x.com/Replit/status/1887159041455169683
https://x.com/karpathy/status/1886192184808149383
33:12 X (Twitter) is getting involved in agents
https://x.com/ethermage/status/1887526320487473326
37:24 ARC reveals their new launchpad & agent launch
https://x.com/cryptopunk7213/status/1889768219873099902
https://x.com/askjimmy_ai/status/1889736290696045017
https://x.com/0thTachi/status/1887620290727059731
51:17 Virtuals are live on Solana!
https://x.com/virtuals_io/status/1889365020393496910
https://x.com/gkisokay/status/1889721779146596503
https://x.com/virtuals_io/status/1887508625268367843
https://x.com/gkisokay/status/1889331963917729993
59:03 AIXBT holders can now connect X account = richer agent interactions
https://x.com/aixbt_terminal/status/1887355817957204434
1:02:46 Ai16z (ElizaOS): a brutally raw take
https://x.com/CryptoStreamHub/status/1887435927309721992
1:07:57 What Ejaaz focused on this upcoming week
1:08:59 Closing & Disclaimers
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Transcript
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| 0:00.0 | Welcome Bankless Nation to the AI roll-up where we stay up to speed with the emerging trends and |
| 0:11.4 | developments in the AI crypto space. I'm David Hoffman here with my co-host, Ijaz. E-Jaz, how is your week, |
| 0:16.7 | my man? Good, man. Markets have bounced back. I'm seeing green on the charts for the first time. |
| 0:21.6 | Markets are not dead. |
| 0:22.6 | Yeah. |
| 0:23.6 | My ego is now preserved, David. |
| 0:25.6 | I was about to lose it last week. |
| 0:27.6 | But it's feeling pretty good, man. |
| 0:29.6 | I have noticed like a lot of teams are just heads down building. |
| 0:34.6 | A lot of teams are complaining. |
| 0:35.6 | It's the only thing to do. |
| 0:36.6 | Yeah, yeah. |
| 0:37.6 | But whether you like that or not, the market, aka crypto, Twitter, definitely just resonates |
| 0:42.4 | with prices. |
| 0:43.4 | And so it's nice to see a bit of a relief so that the people's work can actually be a little |
| 0:48.0 | more appreciated. |
| 0:49.4 | Yeah, like we were talking about all throughout last week, just the hot air is out of the bubble. |
| 0:54.6 | We have been at a call it a $6.5 to $7,000, $7 billion market cap for all of February. |
| 1:03.3 | So we haven't gone up. |
| 1:04.2 | We haven't gotten down. |
| 1:05.4 | So we are flat for 12 days. |
| 1:07.2 | And 12 days is like, at least in terms of how long we've been doing this, that's like |
... |
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